Notify me when Outlook Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 298 | $442,178,577 | +$63,020,442 | -$23,181,053 | +$39,839,389 | IVV, BSEP, QQQ, VTV, NVDA | 13F-HR | 11 Feb 2026, 13:42 |
| Q3 2025 | 290 | $401,378,056 | +$97,115,415 | -$106,377,398 | -$9,261,983 | IVV, BSEP, QQQ, VTV, HYDB | 13F-HR | 30 Oct 2025, 12:22 |
| Q2 2025 | 269 | $388,841,834 | +$20,077,707 | -$17,669,024 | +$2,408,683 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 11 Aug 2025, 15:16 |
| Q1 2025 | 262 | $359,441,589 | +$35,549,906 | -$14,690,935 | +$20,858,971 | BMAR, IVV, QMAR, FMAR, HYDB | 13F-HR | 14 Apr 2025, 13:47 |
| Q4 2024 | 248 | $348,239,407 | +$43,170,412 | -$45,251,678 | -$2,081,266 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 14 Jan 2025, 14:53 |
| Q3 2024 | 254 | $348,245,532 | +$34,213,026 | -$15,110,018 | +$19,103,008 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 23 Oct 2024, 11:55 |
| Q2 2024 | 256 | $138,347,609 | +$34,371,684 | -$49,503,796 | -$15,132,112 | QQQ, NVDA, AAPL, OCTJ, FLAO | 13F-HR | 18 Jul 2024, 15:08 |
| Q1 2024 | 258 | $323,772,561 | +$116,803,519 | -$96,477,060 | +$20,326,459 | BMAR, IVV, QMAR, FMAR, QQQ | 13F-HR | 22 Apr 2024, 15:41 |
| Q4 2023 | 246 | $285,930,066 | +$47,718,205 | -$45,287,334 | +$2,430,871 | USEP, PJUN, VTV, QJUN, STC | 13F-HR | 29 Jan 2024, 14:24 |
| Q3 2023 | 199 | $261,851,138 | +$18,835,311 | -$14,831,667 | +$4,003,644 | USEP, PJUN, VTV, QJUN, PNOV | 13F-HR | 10 Oct 2023, 10:28 |
| Q2 2023 | 197 | $264,494,595 | +$69,206,266 | -$38,104,138 | +$31,102,128 | USEP, PJUN, VTV, QJUN, PNOV | 13F-HR | 10 Jul 2023, 13:23 |
| Q1 2023 | 179 | $224,874,850 | +$46,190,054 | -$37,104,084 | +$9,085,970 | USEP, PJUN, VTV, IYE, PSEP | 13F-HR | 18 Apr 2023, 16:07 |
| Q4 2022 | 170 | $210,620,441 | +$50,165,492 | -$77,148,914 | -$26,983,422 | USEP, VTV, PJUN, SGOV, IYE | 13F-HR | 14 Feb 2023, 17:22 |
| Q3 2022 | 182 | $223,038,000 | +$34,107,949 | -$43,680,445 | -$9,572,496 | VTV, DGRW, PJUN, ITOT, IYE | 13F-HR | 25 Oct 2022, 14:22 |
| Q2 2022 | 186 | $244,409,000 | +$31,312,520 | -$47,630,751 | -$16,318,231 | DGRW, ITOT, IYE, IJR, STC | 13F-HR | 28 Jul 2022, 14:58 |
| Q1 2022 | 196 | $299,024,000 | +$26,518,773 | -$52,943,561 | -$26,424,788 | ITOT, DGRW, IVV, IYE, TIP | Restatement | 28 Jul 2022, 14:54 |
| Q4 2021 | 203 | $340,415,000 | +$80,899,150 | -$66,416,913 | +$14,482,237 | STC, ITOT, IVV, IJR, TIP | 13F-HR | 21 Jan 2022, 11:27 |
| Q3 2021 | 209 | $305,797,000 | +$30,940,736 | -$29,079,390 | +$1,861,346 | IVV, ITOT, IJR, STC, HYDB | 13F-HR | 22 Oct 2021, 12:09 |
| Q2 2021 | 209 | $312,744,000 | +$54,829,547 | -$43,036,678 | +$11,792,869 | IVV, IJR, ITOT, HYDB, STC | 13F-HR | 21 Jul 2021, 17:23 |
| Q1 2021 | 188 | $287,694,000 | +$52,008,480 | -$49,095,959 | +$2,912,521 | IVV, STC, ITOT, IJR, PSEP | 13F-HR | 04 May 2021, 09:24 |
| Q4 2020 | 181 | $274,600,000 | +$59,606,837 | -$51,899,446 | +$7,707,391 | IVV, PSEP, STC, ITOT, IGV | 13F-HR | 04 Feb 2021, 15:39 |
| Q3 2020 | 165 | $251,553,000 | +$24,330,529 | -$21,017,888 | +$3,312,641 | IVV, USMV, ITOT, STC, GOVT | 13F-HR | 10 Nov 2020, 12:36 |
| Q2 2020 | 159 | $235,910,000 | +$66,539,314 | -$30,728,109 | +$35,811,205 | IVV, ITOT, USMV, IEI, GOVT | 13F-HR | 17 Jul 2020, 16:53 |
| Q1 2020 | 154 | $177,100,000 | +$70,367,023 | -$42,449,492 | +$27,917,531 | IVV, ITOT, NEAR, USMV, GOVT | 13F-HR | 16 Apr 2020, 10:16 |
| Q4 2019 | 139 | $176,276,000 | +$33,800,683 | -$29,187,950 | +$4,612,733 | IVV, ITOT, USMV, STC, RSP | 13F-HR | 12 Feb 2020, 13:02 |
| Q3 2019 | 161 | $167,870,000 | +$27,981,588 | -$12,925,357 | +$15,056,231 | IVV, STC, ITOT, USMV, QUS | 13F-HR | 17 Oct 2019, 14:18 |
| Q2 2019 | 151 | $151,681,000 | +$34,465,523 | -$5,922,759 | +$28,542,764 | STC, ITOT, IVV, USMV, QUS | 13F-HR | 15 Aug 2019, 12:08 |
| Q1 2019 | 144 | $121,387,000 | +$24,258,681 | $0 | +$24,258,681 | STC, QUS, ITOT, RSP, USMV | 13F-HR | 06 May 2019, 12:46 |
| Q4 2018 | 173 | $4,579,000 | $0 | $0 | $0 | Phillips Edison Grocery Center, Strategic Storage Trust II Inc, AFIF, Griffin Cap Essential Asset RE | 13F-HR | 13 Feb 2019, 11:20 |