§ 13F · FUND PROFILE
Financial Perspectives, Inc.
AUM · $411M (13F)Positions · 728Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | 224K | $27M | 6.5% | +700% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 147K | $23M | 5.7% | +1% |
| 3 | AAPL | APPLE INC | 65K | $19M | 4.6% | −1% |
| 4 | MDT | MEDTRONIC PLC | 212K | $17M | 4.0% | −3% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 32K | $15M | 3.8% | −2% |
| 6 | VYMI | VANGUARD WHITEHALL FDS | 144K | $14M | 3.4% | +4% |
| 7 | IVW | ISHARES TR | 101K | $14M | 3.4% | +2% |
| 8 | MSFT | MICROSOFT CORP | 35K | $13M | 3.2% | +5% |
| 9 | AVGO | BROADCOM INC | 30K | $12M | 2.8% | −6% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 45K | $11M | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Perspectives, Inc is a Other fund managing $411 million in assets. The fund runs a broad portfolio of 728 positions.
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