Outlook Wealth Advisors, LLC
All 13F Filings
- Location
- Shenandoah, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 442,179
- 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 |
|---|---|---|---|---|---|
| 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 | 356.6 K | 80.7% | 40.1 K | 0 | 40.1 K |
| ETFs | 73.41 K | 16.6% | 760 | 0 | 760 |
| Debt | 2.44 K | 0.6% | 0 | 32 | -32 |
| Other | 9.674 K | 2.2% | 0 | 30 | -30 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
442,179
Holdings
298
QoQ value change ($000)
40,801
(10.2%)
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.