13F Insight
DOSSIER · 13F-HR · Q2 2026

Financial Perspectives, Inc

$411M in tracked AUM across 728 positions as of Q2 2026.

FP
CIK 0002003287 · last filed Jun 30, 2026
Total AUM
$411M
as of Q2 2026
Holdings
728
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Financial Perspectives, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VGT
VANGUARD WORLD FD
$27M224K6.5%02
VYM
VANGUARD WHITEHALL FDS
$23M147K5.7%03
AAPL
APPLE INC
$19M65K4.6%04
G5960L103
MEDTRONIC PLC
$17M212K4.0%05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$15M32K3.8%06
VYMI
VANGUARD WHITEHALL FDS
$14M144K3.4%07
IVW
ISHARES TR
$14M101K3.4%08
MSFT
MICROSOFT CORP
$13M35K3.2%09
AVGO
BROADCOM INC
$12M30K2.8%10
VIG
VANGUARD SPECIALIZED FUNDS
$11M45K2.6%

Filing history

2026Q2Jun 30
$411M▲ 14.7%
728 positionsView →2026Q1Mar 31
$358M▼ 3.5%
716 positionsView →2025Q4Dec 31
$371M▲ 2.9%
714 positionsView →2025Q3Sep 30
$361M▲ 9.0%
724 positionsView →2025Q2Jun 30
$331M▲ 13.2%
724 positionsLocked2025Q1Mar 31
$292M▼ 1.9%
724 positionsLocked2024Q4Dec 31
$298M▲ 3.2%
726 positionsLocked2024Q3Sep 30
$288M▲ 6.5%
685 positionsLocked2024Q2Jun 30
$271M▲ 2.6%
681 positionsLocked2024Q1Mar 31
$264M▲ 7.1%
669 positionsLocked2023Q4Dec 31
$246M▲ 12.8%
706 positionsLocked2023Q3Sep 30
$218M▼ 3.9%
705 positionsLocked
Showing 12 of 27