13F Insight
DOSSIER · 13F-HR · Q1 2026

Financial Perspectives, Inc

$358M in tracked AUM across 716 positions as of Q1 2026.

FP
CIK 0002003287 · last filed Mar 31, 2026
Total AUM
$358M
as of Q1 2026
Holdings
716
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$227M▲ 8.6%
686 positionsLocked
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