Q2 2026 13F · SEC CIK 2003287

Financial Perspectives, Inc

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $410.9M
Reported positions: 727
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.2B

Financial Perspectives, Inc is a wealth manager that reported 727 positions worth $410.9M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard World Fd (VGT, 6.5%), Vanguard Whitehall Fds (VYM, 5.7%), Apple Inc (AAPL, 4.6%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 18.8% for the S&P 500.

Financial Perspectives, Inc holdings largest 50 of 727 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Financial Perspectives, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VGTVanguard World Fd	6.5%	5.4%	223,584	+700.3%	$26.7M
VYMVanguard Whitehall Fds	5.7%	6.0%	147,002	+1.3%	$23.2M
AAPLApple Inc	4.6%	4.6%	64,612	-1.4%	$18.7M
MDTMedtronic PLC	4.0%	5.3%	212,224	-3.1%	$16.6M
TSMTaiwan Semiconductor Manufac	3.8%	3.1%	32,450	-2.3%	$15.5M
VYMIVanguard Whitehall Fds	3.4%	3.6%	143,597	+4.3%	$14.1M
IVWIshares Tr	3.4%	3.1%	100,576	+1.6%	$13.8M
MSFTMicrosoft Corp	3.2%	3.5%	35,154	+5.2%	$13.1M
AVGOBroadcom Inc	2.8%	2.8%	30,495	-5.9%	$11.5M
VIGVanguard Specialized Funds	2.6%	2.8%	44,829	-2.4%	$10.6M
HDVIshares Tr	2.5%	2.8%	374,187	+400.0%	$10.3M
VIGIVanguard Whitehall Fds	2.5%	2.7%	109,719	-0.6%	$10.2M
GOOGAlphabet Inc	2.5%	2.2%	28,624	+3.7%	$10.1M
NVDANvidia Corporation	2.2%	2.2%	44,608	-1.0%	$8.9M
FTECFidelity Covington Trust	2.0%	1.7%	29,202	+0.3%	$8.3M
FSTAFidelity Covington Trust	1.8%	2.0%	139,634	+2.9%	$7.3M
IVVIshares Tr	1.5%	1.4%	8,149	+6.0%	$6.1M
BSXBoston Scientific Corp	1.5%	2.4%	139,697	+3.8%	$6.0M
AMZNAmazon Com Inc	1.4%	1.3%	24,039	+8.8%	$5.7M
DGROIshares Tr	1.4%	1.5%	73,747	-1.9%	$5.6M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.3%	7,238	+0.8%	$5.4M
MUMicron Technology Inc	1.0%	0.5%	3,642	-25.8%	$4.2M
CGGOCapital Group Gbl Growth Eqt	0.9%	0.7%	90,788	+15.5%	$3.8M
VOOVanguard Index Fds	0.9%	0.8%	5,535	+21.0%	$3.8M
TSLATesla Inc	0.9%	0.9%	8,877	+2.9%	$3.7M
ASMLAsml Hldg NV	0.9%	0.6%	1,757	+0.0%	$3.5M
JPMJpmorgan Chase & Co	0.8%	0.9%	10,646	+0.0%	$3.5M
VDCVanguard World Fd	0.8%	0.9%	14,815	+1.6%	$3.3M
ABBVAbbvie Inc	0.8%	0.8%	13,220	+0.0%	$3.3M
IYWIshares Tr	0.8%	0.7%	12,996	+0.6%	$3.3M
METAMeta Platforms Inc	0.8%	0.7%	5,703	+29.5%	$3.2M
MELIMercadolibre Inc	0.7%	0.6%	1,806	+36.5%	$3.1M
SCHDSchwab Strategic Tr	0.7%	0.7%	96,608	+20.5%	$3.1M
CGGRCapital Group Growth ETF	0.7%	0.6%	56,715	+4.4%	$2.7M
IDVIshares Tr	0.6%	0.7%	63,096	+2.6%	$2.6M
SHOPShopify Inc	0.6%	0.6%	22,676	+20.2%	$2.6M
QQQInvesco Qqq Tr	0.6%	0.6%	3,448	-0.1%	$2.5M
MMM3m Co	0.5%	0.6%	13,927	+0.0%	$2.3M
IWFIshares Tr	0.5%	0.5%	16,577	+323.4%	$2.1M
JNJJohnson & Johnson	0.5%	0.5%	8,020	+0.0%	$2.0M
CNQCanadian Nat Res Ltd Med Ter	0.5%	0.5%	49,700	+48.1%	$2.0M
JPSTJ P Morgan Exchange Traded F	0.4%	0.5%	35,565	+0.2%	$1.8M
UNHUnitedhealth Group Inc	0.4%	0.3%	4,284	+0.0%	$1.8M
SMHVaneck ETF Trust	0.4%	—	2,693	—	$1.8M
VTVVanguard Index Fds	0.4%	0.4%	7,758	+2.3%	$1.7M
FENYFidelity Covington Trust	0.4%	0.5%	56,604	-0.6%	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	3,015	+2.1%	$1.5M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	20,632	+0.4%	$1.5M
AMDAdvanced Micro Devices Inc	0.3%	—	2,451	—	$1.4M
GOOGLAlphabet Inc	0.3%	—	3,915	—	$1.4M

What Financial Perspectives, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$410.9M	727
Q1 2026	$358.2M	715
Q4 2025	$371.2M	713
Q3 2025	$360.6M	722
Q2 2025	$330.8M	721
Q1 2025	$292.1M	721
Q4 2024	$297.7M	723
Q3 2024	$288.5M	685
Q2 2024	$270.8M	681
Q1 2024	$263.8M	669
Q4 2023	$246.4M	704
Q3 2023	$218.5M	705

Questions about Financial Perspectives, Inc's portfolio

What stocks does Financial Perspectives, Inc own?

Financial Perspectives, Inc's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 727 positions worth $410.9M. The largest are Vanguard World Fd (VGT) at 6.5%, Vanguard Whitehall Fds (VYM) at 5.7%, Apple Inc (AAPL) at 4.6%, Medtronic PLC (MDT) at 4.0% and Taiwan Semiconductor Manufac (TSM) at 3.8%.

What did Financial Perspectives, Inc buy last quarter?

In Q2 2026, Financial Perspectives, Inc added Vanguard World Fd (VGT) (+700.3% shares), Ishares Tr (HDV) (+400.0% shares) and Ishares Tr (IWF) (+323.4% shares), compared with its Q1 2026 filing.

What did Financial Perspectives, Inc sell last quarter?

In Q2 2026, Financial Perspectives, Inc cut from its top 50 Amgen Inc (AMGN), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Schwab Strategic Tr (FNDF), Micron Technology Inc (MU) (-25.8% shares) and Broadcom Inc (AVGO) (-5.9% shares), compared with its Q1 2026 filing.

How has Financial Perspectives, Inc's portfolio performed?

A portfolio copying Financial Perspectives, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +18.0% against +20.1%.

When is Financial Perspectives, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Financial Perspectives, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Financial Perspectives, Inc manage?

Financial Perspectives, Inc reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $410.9M.