§ 13F · FUND PROFILE
Financial Perspectives, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $361M (13F)Positions · 724Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 145K | $21M | 6.0% | +1% |
| 2 | VGT | VANGUARD WORLD FD | 28K | $19M | 5.4% | ±0% |
| 3 | MDT | MEDTRONIC PLC | 219K | $19M | 5.3% | +1% |
| 4 | AAPL | APPLE INC | 66K | $17M | 4.6% | +3% |
| 5 | VYMI | VANGUARD WHITEHALL FDS | 138K | $13M | 3.6% | +3% |
| 6 | MSFT | MICROSOFT CORP | 33K | $12M | 3.5% | +1% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 33K | $11M | 3.1% | −1% |
| 8 | IVW | ISHARES TR | 99K | $11M | 3.1% | ±0% |
| 9 | HDV | ISHARES TR | 75K | $10M | 2.8% | +1% |
| 10 | AVGO | BROADCOM INC | 32K | $10M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Perspectives, Inc is a Other fund managing $361 million in assets. The fund runs a broad portfolio of 724 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed