Financial Perspectives, Inc 13F Holdings · Q2 2026
Financial Perspectives, Inc reported 727 securities worth $410.87M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VGT (6.50%), VYM (5.65%), AAPL (4.55%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $26.7M | 6.50% | 223,584 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $23.2M | 5.65% | 147,002 | Added |
| 3 | AAPL | APPLE INC | $18.7M | 4.55% | 64,612 | Trimmed |
| 4 | MDT | MEDTRONIC PLC | $16.6M | 4.04% | 212,224 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.5M | 3.77% | 32,450 | Trimmed |
| 6 | VYMI | VANGUARD WHITEHALL FDS | $14.1M | 3.43% | 143,597 | Added |
| 7 | IVW | ISHARES TR | $13.8M | 3.37% | 100,576 | Added |
| 8 | MSFT | MICROSOFT CORP | $13.1M | 3.19% | 35,154 | Added |
| 9 | AVGO | BROADCOM INC | $11.5M | 2.80% | 30,495 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $10.6M | 2.58% | 44,829 | Trimmed |
| 11 | HDV | ISHARES TR | $10.3M | 2.50% | 374,187 | Added |
| 12 | VIGI | VANGUARD WHITEHALL FDS | $10.2M | 2.49% | 109,719 | Trimmed |
| 13 | GOOG | ALPHABET INC | $10.1M | 2.46% | 28,624 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $8.9M | 2.17% | 44,608 | Trimmed |
| 15 | FTEC | FIDELITY COVINGTON TRUST | $8.3M | 2.03% | 29,202 | Added |
| 16 | FSTA | FIDELITY COVINGTON TRUST | $7.3M | 1.79% | 139,634 | Added |
| 17 | IVV | ISHARES TR | $6.1M | 1.49% | 8,149 | Added |
| 18 | BSX | BOSTON SCIENTIFIC CORP | $6.0M | 1.45% | 139,697 | Added |
| 19 | AMZN | AMAZON COM INC | $5.7M | 1.39% | 24,039 | Added |
| 20 | DGRO | ISHARES TR | $5.6M | 1.36% | 73,747 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 1.32% | 7,238 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $4.2M | 1.02% | 3,642 | Trimmed |
| 23 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.8M | 0.94% | 90,788 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $3.8M | 0.93% | 5,535 | Added |
| 25 | TSLA | TESLA INC | $3.7M | 0.91% | 8,877 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR