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Filers›Holding Co.›Financial Perspectives, Inc
DOSSIER · 13F-HR · Q1 2026

Financial Perspectives, Inc

Financial Perspectives's holding co. based in Chicago, IL — $358M in tracked AUM across 716 positions as of Q1 2026.

FP
Financial Perspectives·Chicago, IL·Holding Co.
CIK 0002003287 · last filed Mar 31, 2026
Total AUM
$358M
▼ 13.3%
vs prior
Holdings
716
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Financial Perspectives, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VYM
VANGUARD WHITEHALL FDS
$21M145K6.0%
02
VGT
VANGUARD WORLD FD
$19M28K5.4%
03
G5960L103
MEDTRONIC PLC
$19M219K5.3%
04
AAPL
APPLE INC
$17M66K4.6%
05
VYMI
VANGUARD WHITEHALL FDS
$13M138K3.6%
06
MSFT
MICROSOFT CORP
$12M33K3.5%
07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$11M33K3.1%
08
IVW
ISHARES TR
$11M99K3.1%
09
HDV
ISHARES TR
$10M75K2.8%
10
AVGO
BROADCOM INC
$10M32K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Financial
haiku-4-5 · 716 positions indexed
Sector mix
  • Tech19%
  • Financials44%
  • Health Care6%
  • Cons. Disc.13%
  • Industrials8%
  • Energy21%
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