Outlook Wealth Advisors, LLC
All 13F Filings
- Location
- Shenandoah, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 462,721
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 305 | 462,721 | 13F-HR | Outlook Wealth Advisors, LLC |
| 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 | 209.5 K | 45.3% | 12.48 K | 0 | 12.48 K |
| ETFs | 248.5 K | 53.7% | 37.15 K | 0 | 37.15 K |
| Debt | 4.07 K | 0.9% | 2 | 0 | 2 |
| Other | 593 | 0.1% | 0 | 23 | -23 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
462,721
Holdings
305
QoQ value change ($000)
49,605
(12.0%)
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.