Outlook Wealth Advisors, LLC
All 13F Filings
- Location
- Shenandoah, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 413,116
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 310 | 413,116 | 13F-HR | Outlook Wealth Advisors, LLC |
| Q4 2025 | 2/11/2026 | 298 | 442,179 | 13F-HR | Outlook Wealth Advisors, LLC |
| Q3 2025 | 10/30/2025 | 290 | 401,378 | 13F-HR | Outlook Wealth Advisors, LLC |
| Q2 2025 | 8/11/2025 | 269 | 388,842 | 13F-HR | Outlook Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 197 K | 47.7% | 0 | 159.6 K | -159.6 K |
| ETFs | 211.4 K | 51.2% | 138 K | 0 | 138 K |
| Debt | 4.068 K | 1.0% | 1.628 K | 0 | 1.628 K |
| Other | 616 | 0.1% | 0 | 9.058 K | -9.058 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
413,116
Holdings
310
QoQ value change ($000)
-29,063
(-6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.