13F Filings History of New Perspectives, Inc

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$288,383,781
Signature - Title
Joshua Ryder Taff - COO
Location
Ridgeland, MS
Summary
This page shows a list of all the recent 13F filings made by New Perspectives, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Perspectives, Inc reported 42 stock holdings with total value $288,383,781 as of Q4 2025. Top holdings included WCPB, SPYM, IEFA, QQQ, and USFR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 42 $288,383,781 +$60,768,253 -$1,254,503 +$59,513,750 WCPB, SPYM, IEFA, QQQ, USFR 13F-HR 28 Jan 2026, 17:18
Q3 2025 40 $223,384,978 +$17,263,218 -$10,128,993 +$7,134,225 SPLG, QQQ, IEFA, USFR, SPMD 13F-HR 22 Oct 2025, 16:08
Q2 2025 36 $202,174,768 +$8,865,262 -$10,528,114 -$1,662,852 SPLG, QQQ, IEFA, USFR, SPMD 13F-HR 17 Jul 2025, 11:54
Q1 2025 38 $187,403,739 +$18,456,756 -$10,848,927 +$7,607,829 SPLG, QQQ, USFR, IEFA, SPMD 13F-HR 25 Apr 2025, 13:33
Q4 2024 35 $186,577,937 +$1,942,018 -$2,733,868 -$791,850 SPLG, QQQ, IEFA, SPMD, IWM 13F-HR 22 Jan 2025, 11:47
Q3 2024 37 $187,756,750 +$6,741,964 -$15,543,026 -$8,801,062 SPLG, QQQ, IEFA, SPMD, IWM 13F-HR 18 Oct 2024, 16:26
Q2 2024 31 $187,320,400 +$4,260,489 -$1,101,047 +$3,159,442 SPLG, QQQ, USFR, IEFA, SPMD 13F-HR 17 Jul 2024, 12:36
Q1 2024 30 $180,593,356 $0 $0 $0 SPLG, QQQ, USFR, IEFA, SPMD 13F-HR 22 Apr 2024, 12:24
Q4 2022 22 $130,429,633 +$8,867,354 -$2,091,307 +$6,776,047 SPLG, USFR, IEFA, QQQ, SPMD 13F-HR 24 Jan 2023, 17:23
Q3 2022 20 $116,154,000 +$2,385,483 -$3,333,408 -$947,925 SPLG, USFR, IEFA, QQQ, IWM 13F-HR 24 Jan 2023, 17:30
Q2 2022 23 $122,778,072 +$4,650,797 -$1,391,303 +$3,259,494 SPLG, USFR, IEFA, QQQ, IWM 13F-HR 24 Jan 2023, 17:49
Q1 2022 23 $138,820,000 +$25,442,142 -$20,648,659 +$4,793,483 SPLG, USFR, QQQ, IEFA, IWM 13F-HR 11 May 2022, 12:16
Q4 2021 23 $141,364,000 +$4,167,890 -$7,409,048 -$3,241,158 SPLG, QQQ, USFR, IEFA, IWM 13F-HR 09 Feb 2022, 09:41
Q3 2021 22 $135,428,000 +$7,679,161 -$315,067 +$7,364,094 SPLG, QQQ, USFR, IEFA, IWM 13F-HR 07 Apr 2022, 11:25
Q2 2021 23 $128,784,000 $0 $0 $0 SPLG, QQQ, USFR, IEFA, IWM 13F-HR 07 Apr 2022, 11:34