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

  1. VGT VANGUARD WORLD FD — $26.7M (6.5%)
  2. VYM VANGUARD WHITEHALL FDS — $23.2M (5.7%)
  3. AAPL APPLE INC — $18.7M (4.6%)
  4. MDT MEDTRONIC PLC — $16.6M (4.0%)
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $15.5M (3.8%)
  6. VYMI VANGUARD WHITEHALL FDS — $14.1M (3.4%)
  7. IVW ISHARES TR — $13.8M (3.4%)
  8. MSFT MICROSOFT CORP — $13.1M (3.2%)
  9. AVGO BROADCOM INC — $11.5M (2.8%)
  10. VIG VANGUARD SPECIALIZED FUNDS — $10.6M (2.6%)