Outlook Wealth Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by consultant Michael Shunnarah, lists a total of 314 separate holdings.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, energy, and financial services. Major positions include ISHARES TR FUTU AI TECH ETF with 2,825 shares, SPDR SERIES TRUST ST STR SP600 SML with 13,260 shares, and SPDR SERIES TRUST ST LONG BD ETF with 21,501 shares.
Among individual stock holdings, Atandt Inc. is the largest position with 25,832 shares, followed by Calamos ETF Trust Auto Income ETF with 31,735 shares and SPDR SSGA Active Trust Sector ETF with 35,805 shares. Other notable names in the portfolio include Blackstone Inc., Walmart Inc., Oracle Corp., and Bank of America Corp..
The filing indicates that the firm holds these securities in a fiduciary capacity, with all positions listed as held for investment purposes.
