Financial Perspectives, Inc
CIK 2003287
13F filing for Q2 2026・No. 4,419
- Holdings
- US$410.87M
- Quarter change
- +US$52.66M
- Entries
- 728
- Net bought (estimate)
- +US$8.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 14
- Cut 58
- Added 174
- Corporate actions 4
- Unchanged 469
Largest holdings
727 stocks worth US$410.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD WORLD FDINF TECH ETF | AddedSplit 8:1 | 223,584 | US$26.72M | 6.50% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 147,002 | US$23.23M | 5.65% |
| AAPLAppleCOM | Cut | 64,612 | US$18.7M | 4.55% |
| MDTMEDTRONIC PLCSHS | Cut | 212,224 | US$16.6M | 4.04% |
| TSMTSMC ADRSPONSORED ADS | Cut | 32,450 | US$15.5M | 3.77% |
| VANGUARD WHITEHALL FDSINTL HIGH ETF | Added | 143,597 | US$14.1M | 3.43% |
| ISHARES TRS&P 500 GRWT ETF | Added | 100,576 | US$13.83M | 3.37% |
| MSFTMicrosoftCOM | Added | 35,154 | US$13.11M | 3.19% |
| AVGOBroadcomCOM | Cut | 30,495 | US$11.52M | 2.80% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 44,829 | US$10.61M | 2.58% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.