Financial Perspectives, Inc — 13F holdings
Financial Perspectives, Inc reported 728 holdings worth $411M in its 13F filing for Q2 2026, filed July 24, 2026.
Largest positions
- VGT VANGUARD WORLD FD — $26.7M (6.5%)
- VYM VANGUARD WHITEHALL FDS — $23.2M (5.7%)
- AAPL APPLE INC — $18.7M (4.6%)
- MDT MEDTRONIC PLC — $16.6M (4.0%)
- TSM TAIWAN SEMICONDUCTOR MFG LTD — $15.5M (3.8%)
- VYMI VANGUARD WHITEHALL FDS — $14.1M (3.4%)
- IVW ISHARES TR — $13.8M (3.4%)
- MSFT MICROSOFT CORP — $13.1M (3.2%)
- AVGO BROADCOM INC — $11.5M (2.8%)
- VIG VANGUARD SPECIALIZED FUNDS — $10.6M (2.6%)