Financial Perspectives, Inc
CIK 0002003287 · MINNEAPOLIS, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$410.9M
2026 Q2
Positions
728
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VGT
VANGUARD WORLD FD
6.5%
VYM
VANGUARD WHITEHALL FDS
5.7%
AAPL
APPLE INC
4.5%
MDT
MEDTRONIC PLC
4.0%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.8%
VYMI
VANGUARD WHITEHALL FDS
3.4%
IVW
ISHARES TR
3.4%
MSFT
MICROSOFT CORP
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.