Financial Perspectives, Inc
Financial Perspectives, Inc reported 728 positions worth $410.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VGT (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VGT | SH | $26.7M | 6.50% | 223,584 | — | — | |
| ▸ 2 | VYM | SH | $23.2M | 5.65% | 147,002 | — | — | |
| ▸ 3 | AAPL | SH | $18.7M | 4.55% | 64,612 | — | — | |
| ▸ 4 | MDT | SH | $16.6M | 4.04% | 212,224 | — | — | |
| ▸ 5 | TSM | SH | $15.5M | 3.77% | 32,450 | — | — | |
| ▸ 6 | VYMI | SH | $14.1M | 3.43% | 143,597 | — | — | |
| ▸ 7 | IVW | SH | $13.8M | 3.37% | 100,576 | — | — | |
| ▸ 8 | MSFT | SH | $13.1M | 3.19% | 35,154 | — | — | |
| ▸ 9 | AVGO | SH | $11.5M | 2.80% | 30,495 | — | — | |
| ▸ 10 | VIG | SH | $10.6M | 2.58% | 44,829 | — | — |
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Frequently Asked Questions
What stocks does Financial Perspectives, Inc hold as of Q2 2026?
Financial Perspectives, Inc reported 728 positions worth $410.9M in its Q2 2026 13F filing. Largest positions: VGT (6.5%), VYM (5.7%), AAPL (4.6%), MDT (4.0%) and TSM (3.8%).
What did Financial Perspectives, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Perspectives, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.