Financial Perspectives, Inc
Sector Allocation
- Other52.3%$215.0M
- Technology25.4%$104.3M
- Healthcare9.9%$40.5M
- Financials3.6%$14.7M
- Consumer Discretionary3.6%$14.6M
- Industrials1.9%$7.8M
- Consumer Staples1.0%$4.0M
- Energy0.8%$3.3M
- Utilities0.5%$2.0M
- Communication Services0.5%$1.9M
AUM History
13fpro.ai/research/fund/financial-perspectives-inc-2003287
Conviction and streaks
Stable · top 10 = 39.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$26.7M
- VANGUARD$23.2M
AAPL
$18.7MMDT
$16.6MTSM
$15.5M- VANGUARD$14.1M
- ISHARES$13.8M
MSFT
$13.1MAVGO
$11.5M- VANGUARD$10.6M
- ISHARES$10.3M
- VANGUARD$10.2M
GOOG
$10.1MNVDA
$8.9M- FIDELITY$8.3M
- FIDELITY$7.3M
- ISHARES$6.1M
BSX
$6.0MAMZN
$5.7M- ISHARES$5.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/financial-perspectives-inc-2003287
Financial Perspectives, Inc 13F holdings — Q2 2026
$410.9M portfolio (+14.7% QoQ) · 728 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
VANGUARD WORLD FD - INF TECH ETF
$26.7M
6.5% of stocks
+700%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$23.2M
5.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $18.7M
4.5% of stocks
-1%This quarter+3.3%Since filed7+ qtrsHeld$16.6M
4.0% of stocks
-3%This quarter+13.9%Since filed7+ qtrsHeld$15.5M
3.8% of stocks
-2%This quarter+5.2%Since filed7+ qtrsHeld- 6
VANGUARD WHITEHALL FDS - INTL HIGH ETF
$14.1M
3.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - S&P 500 GRWT ETF
$13.8M
3.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $13.1M
3.2% of stocks
+5%This quarter+39.5%Since filed7+ qtrsHeld$11.5M
2.8% of stocks
-6%This quarter-13.8%Since filed7+ qtrsHeld- 10
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$10.6M
2.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD - INF TECH ETF | $26.7M | 6.5% | +700% | — | — | — | — | |
| 2 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $23.2M | 5.7% | +1% | — | — | — | — | |
| 3 | $18.7M | 4.5% | -1% | +3.3% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $16.6M | 4.0% | -3% | +13.9% | 7+ qtrs | 68.7#272 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $15.5M | 3.8% | -2% | +5.2% | 7+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $14.1M | 3.4% | +4% | — | — | — | — | |
| 7 | ISHARES TR - S&P 500 GRWT ETF | $13.8M | 3.4% | +2% | — | — | — | — | |
| 8 | $13.1M | 3.2% | +5% | +39.5% | 7+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $11.5M | 2.8% | -6% | -13.8% | 7+ qtrs | 84.5#7 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $10.6M | 2.6% | -2% | — | — | — | — |
All holdings — Financial Perspectives, Inc (Q2 2026)
728 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE HIGH DV ETFetf/fund | — | $10.3M | 2.5% | 374K | +400% | — | — | 13F |
| 12 | — | VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund | — | $10.2M | 2.5% | 110K | -0.6% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $10.1M | 2.5% | 29K | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $8.9M | 2.2% | 45K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $8.3M | 2.0% | 29K | +0.3% | — | — | 13F |
| 16 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $7.3M | 1.8% | 140K | +3% | — | — | 13F |
| 17 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $6.1M | 1.5% | 8,149 | +6% | — | — | 13F |
| 18 | BOSTON SCIENTIFIC CORP | Healthcare | $6.0M | 1.4% | 140K | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMAZON COM INC | Consumer Discretionary | $5.7M | 1.4% | 24K | +9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $5.6M | 1.4% | 74K | -2% | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.4M | 1.3% | 7,238 | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICRON TECHNOLOGY INC | Technology | $4.2M | 1.0% | 3,642 | -26% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNITlp unit | — | $3.8M | 0.9% | 91K | +16% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $3.8M | 0.9% | 5,535 | +21% | — | — | 13F |
| 25 | Tesla, Inc. | Consumer Discretionary | $3.7M | 0.9% | 8,877 | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ASML | ASML HOLDING NV | Technology | $3.5M | 0.8% | 1,757 | — | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $3.5M | 0.8% | 11K | +0.0% | |||
| 28 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $3.3M | 0.8% | 15K | +2% | |||
| 29 | $ABBV | AbbVie Inc. | Healthcare | $3.3M | 0.8% | 13K | +0.0% | |||
| 30 | — | ISHARES TR - U.S. TECH ETF | — | $3.3M | 0.8% | 13K | +0.6% | |||
| 31 | $META | Meta Platforms, Inc. | Technology | $3.2M | 0.8% | 5,703 | +29% | |||
| 32 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $3.1M | 0.8% | 1,806 | +37% | |||
| 33 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.1M | 0.8% | 97K | +21% | |||
| 34 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $2.7M | 0.7% | 57K | +4% | |||
| 35 | — | ISHARES TR - INTL SEL DIV ETF | — | $2.6M | 0.6% | 63K | +3% | |||
| 36 | $SHOP | SHOPIFY INC. | Technology | $2.6M | 0.6% | 23K | +20% | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.5M | 0.6% | 3,448 | -0.1% | |||
| 38 | $MMM | 3M CO | Healthcare | $2.3M | 0.6% | 14K | +0.0% | |||
| 39 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.1M | 0.5% | 17K | +323% | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.0M | 0.5% | 8,020 | — | |||
| 41 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $2.0M | 0.5% | 50K | +48% | |||
| 42 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.8M | 0.4% | 36K | +0.2% | |||
| 43 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.8M | 0.4% | 4,284 | +0.0% | |||
| 44 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.8M | 0.4% | 2,693 | -0.0% | |||
| 45 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.7M | 0.4% | 7,758 | +2% | |||
| 46 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | — | $1.7M | 0.4% | 57K | -0.6% | |||
| 47 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.4% | 3,015 | +2% | |||
| 48 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.4% | 21K | +0.4% | |||
| 49 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.3% | 2,451 | -0.2% | |||
| 50 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.3% | 3,915 | -0.6% | |||
| 51 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.4M | 0.3% | 4,520 | +4% | |||
| 52 | $AMGN | AMGEN INC | Healthcare | $1.3M | 0.3% | 3,675 | +0.2% | |||
| 53 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $1.3M | 0.3% | 24K | — | |||
| 54 | $SE | Sea Ltd | Industrials | $1.3M | 0.3% | 13K | — | |||
| 55 | $USB | US BANCORP \DE\ | Financials | $1.2M | 0.3% | 20K | +0.1% | |||
| 56 | $DOV | DOVER Corp | Industrials | $1.2M | 0.3% | 7,475 | +12% | |||
| 57 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.3% | 1,238 | -1% | |||
| 58 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.1M | 0.3% | 3,045 | +23% | |||
| 59 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.1M | 0.3% | 9,801 | -0.4% | |||
| 60 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | — | $1.1M | 0.3% | 10K | +0.8% | |||
| 61 | — | ISHARES TR - EAFE VALUE ETF | — | $1.1M | 0.3% | 14K | +16% | |||
| 62 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.0M | 0.3% | 8,055 | — | |||
| 63 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $1.0M | 0.3% | 21K | +3% | |||
| 64 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $993K | 0.2% | 3,322 | +0.1% | |||
| 65 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $971K | 0.2% | 2,448 | +6% | |||
| 66 | — | VANGUARD WORLD FD - ENERGY ETF | — | $938K | 0.2% | 6,249 | +0.2% | |||
| 67 | — | ISHARES TR - MRGSTR MD CP ETF | — | $931K | 0.2% | 9,638 | +12% | |||
| 68 | — | ISHARES TR - EAFE GRWTH ETF | — | $910K | 0.2% | 7,312 | +14% | |||
| 69 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $884K | 0.2% | 9,171 | +0.0% | |||
| 70 | — | ISHARES TR - US INFRASTRUC | — | $860K | 0.2% | 14K | — | |||
| 71 | — | ISHARES TR - CORE MSCI EAFE | — | $857K | 0.2% | 8,872 | +5% | |||
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $824K | 0.2% | 9,569 | +508% | |||
| 73 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $792K | 0.2% | 30K | +38% | |||
| 74 | $ABT | ABBOTT LABORATORIES | Healthcare | $777K | 0.2% | 8,568 | — | |||
| 75 | $LLY | ELI LILLY & Co | Healthcare | $769K | 0.2% | 641 | — | |||
| 76 | $NU | Nu Holdings Ltd. | Financials | $769K | 0.2% | 58K | +53% | |||
| 77 | $UI | Ubiquiti Inc. | Technology | $752K | 0.2% | 1,409 | +584% | |||
| 78 | — | ISHARES TR - CORE S&P SCP ETF | — | $752K | 0.2% | 5,069 | +0.2% | |||
| 79 | $UBER | Uber Technologies, Inc | Technology | $735K | 0.2% | 10K | +301% | |||
| 80 | $INTC | INTEL CORP | Technology | $726K | 0.2% | 5,196 | -5% | |||
| 81 | $CAT | CATERPILLAR INC | Industrials | $690K | 0.2% | 648 | — | |||
| 82 | $ORCL | ORACLE CORP | Technology | $664K | 0.2% | 4,533 | — | |||
| 83 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $659K | 0.2% | 1,870 | -1% | |||
| 84 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $638K | 0.2% | 15K | +0.5% | |||
| 85 | — | ISHARES INC - CORE MSCI EMKT | — | $636K | 0.1% | 7,674 | +0.4% | |||
| 86 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $634K | 0.1% | 13K | +9% | |||
| 87 | $GE | GENERAL ELECTRIC CO | Industrials | $628K | 0.1% | 1,679 | -1% | |||
| 88 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $607K | 0.1% | 839 | — | |||
| 89 | $CCZ | COMCAST CORP | Communication Services | $600K | 0.1% | 24K | +54% | |||
| 90 | $HDB | HDFC BANK LTD | Financials | $597K | 0.1% | 23K | — | |||
| 91 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $597K | 0.1% | 14K | — | |||
| 92 | — | ISHARES TR - GLB CNSM STP ETF | — | $596K | 0.1% | 8,822 | +57% | |||
| 93 | $VALE | Vale S.A. | Materials | $593K | 0.1% | 39K | — | |||
| 94 | — | ISHARES TR - MSCI EAFE MIN VL | — | $592K | 0.1% | 6,746 | +0.0% | |||
| 95 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $588K | 0.1% | 15K | +65% | |||
| 96 | $CARR | CARRIER GLOBAL Corp | Industrials | $574K | 0.1% | 7,828 | — | |||
| 97 | $SRE | SEMPRA | Utilities | $571K | 0.1% | 6,162 | — | |||
| 98 | $DIS | Walt Disney Co | Communication Services | $556K | 0.1% | 5,779 | — | |||
| 99 | — | ISHARES TR - CORE S&P MCP ETF | — | $555K | 0.1% | 7,194 | +0.1% | |||
| 100 | $NVO | NOVO NORDISK A S | Healthcare | $540K | 0.1% | 11K | — | |||
| 101 | $WMT | Walmart Inc. | Consumer Staples | $523K | 0.1% | 4,618 | — | |||
| 102 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $511K | 0.1% | 8,565 | -0.8% | |||
| 103 | $TGT | TARGET CORP | Consumer Staples | $503K | 0.1% | 3,847 | — | |||
| 104 | $DE | DEERE & CO | Industrials | $501K | 0.1% | 790 | — | |||
| 105 | — | ISHARES TR - INTL DIV GRWTH | — | $501K | 0.1% | 5,693 | +1% | |||
| 106 | $NET | Cloudflare, Inc. | Technology | $497K | 0.1% | 2,028 | — | |||
| 107 | $BIPC | Brookfield Infrastructure Corp | Energy | $488K | 0.1% | 13K | +0.1% | |||
| 108 | $GIS | GENERAL MILLS INC | Consumer Staples | $471K | 0.1% | 14K | +0.2% | |||
| 109 | $V | VISA INC. | Financials | $469K | 0.1% | 1,368 | +2% | |||
| 110 | $IVZ | Invesco Ltd. | Financials | $461K | 0.1% | 7,009 | — | |||
| 111 | $PFE | PFIZER INC | Healthcare | $448K | 0.1% | 19K | +0.1% | |||
| 112 | $WT | WisdomTree, Inc. | Financials | $441K | 0.1% | 6,134 | +2% | |||
| 113 | $MA | Mastercard Inc | Financials | $437K | 0.1% | 852 | -26% | |||
| 114 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $434K | 0.1% | 1,091 | — | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $414K | 0.1% | 5,461 | +0.3% | |||
| 116 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $410K | 0.1% | 7,192 | -0.3% | |||
| 117 | $CSCO | CISCO SYSTEMS, INC. | Technology | $400K | 0.1% | 3,405 | -7% | |||
| 118 | $MDB | MongoDB, Inc. | Technology | $394K | 0.1% | 1,172 | — | |||
| 119 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $393K | 0.1% | 1,076 | +0.1% | |||
| 120 | — | ISHARES TR - CORE S&P US GWT | — | $390K | 0.1% | 2,071 | +0.1% | |||
| 121 | $QCOM | QUALCOMM INC/DE | Technology | $387K | 0.1% | 2,097 | -0.3% | |||
| 122 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | Healthcare | $381K | 0.1% | 11K | — | |||
| 123 | — | ISHARES TR - GLOBAL TECH ETF | — | $366K | 0.1% | 2,530 | +0.1% | |||
| 124 | — | ISHARES TR - MSCI EAFE ETF | — | $364K | 0.1% | 3,503 | +0.9% | |||
| 125 | $T | AT&T INC. | Communication Services | $362K | 0.1% | 17K | +0.3% | |||
| 126 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $359K | 0.1% | 16K | +3% | |||
| 127 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | — | $352K | 0.1% | 11K | +12% | |||
| 128 | $ECL | ECOLAB INC. | Materials | $345K | 0.1% | 1,238 | +0.2% | |||
| 129 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $336K | 0.1% | 6,331 | +0.7% | |||
| 130 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $330K | 0.1% | 1,475 | -51% | |||
| 131 | — | ISHARES TR - RUS MD CP GR ETF | — | $326K | 0.1% | 2,227 | — | |||
| 132 | $HONA | Honeywell Aerospace Inc. | Industrials | $326K | 0.1% | 1,475 | New | |||
| 133 | $SNOW | Snowflake Inc. | Technology | $326K | 0.1% | 1,281 | — | |||
| 134 | $GEV | GE Vernova Inc. | Industrials | $325K | 0.1% | 276 | -2% | |||
| 135 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $324K | 0.1% | 5,369 | +0.3% | |||
| 136 | $ASB | ASSOCIATED BANC-CORP | Financials | $320K | 0.1% | 10K | -5% | |||
| 137 | $IAU | ISHARES GOLD TRUST | Financials | $318K | 0.1% | 4,217 | -1.0% | |||
| 138 | $MCD | MCDONALDS CORP | Consumer Discretionary | $318K | 0.1% | 1,177 | — | |||
| 139 | $GLD | SPDR GOLD TRUST | Financials | $309K | 0.1% | 838 | — | |||
| 140 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $304K | 0.1% | 4,139 | New | |||
| 141 | $PLTR | Palantir Technologies Inc. | Technology | $303K | 0.1% | 2,597 | — | |||
| 142 | $RBRK | Rubrik, Inc. | Technology | $301K | 0.1% | 3,752 | -50% | |||
| 143 | $BLK | BlackRock, Inc. | Financials | $300K | 0.1% | 312 | — | |||
| 144 | — | ISHARES TR - SP SMCP600VL ETF | — | $279K | 0.1% | 2,044 | +0.0% | |||
| 145 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $278K | 0.1% | 10K | +15% | |||
| 146 | $NVS | NOVARTIS AG | Healthcare | $278K | 0.1% | 1,774 | — | |||
| 147 | $NOW | ServiceNow, Inc. | Technology | $271K | 0.1% | 2,725 | — | |||
| 148 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $264K | 0.1% | 6,963 | +4% | |||
| 149 | $ZM | Zoom Communications, Inc. | Technology | $260K | 0.1% | 3,018 | +534% | |||
| 150 | $IRM | IRON MOUNTAIN INC | Real Estate | $253K | 0.1% | 2,000 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 22 new, 176 added to, 59 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
$HONAHoneywell Aerospace Inc.$326K
first bought this quarter
- VANGUARD BD INDEX FDS - TOTAL BND MRKT$304K
first bought this quarter
$TMDXTransMedics Group, Inc.$66K
first bought this quarter
- BAILLIE GIFFORD ETF TR - LNG TRM GLBL GRW$53K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$34Kfirst bought this quarter
- FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT$32K
first bought this quarter
+16 more in the Excel export
Added to (176)
- VANGUARD WORLD FD - INF TECH ETF+700%
now $26.7M
- ISHARES TR - CORE HIGH DV ETF+400%
now $10.3M
- ISHARES TR - RUS 1000 GRW ETF+323%
now $2.1M
$MELIMERCADOLIBRE INC+37%
now $3.1M · held 7+ qtrs
$METAMeta Platforms, Inc.+29%
now $3.2M · held 7+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+508%
now $824K
+170 more in the Excel export
Trimmed (59)
$MUMICRON TECHNOLOGY INC-26%
now $4.2M · held 7+ qtrs
now $11.5M · held 7+ qtrs
now $16.6M · held 7+ qtrs
now $15.5M · held 7+ qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-51%
now $330K · held 7+ qtrs
$RBRKRubrik, Inc.-50%
now $301K · held 7+ qtrs
+53 more in the Excel export
Holdings by quarter
Every 13F Financial Perspectives, Inc has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Financial Perspectives?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Financial Perspectives's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+7.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Financial Perspectives, Inc disclosed 728 positions worth $410.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 10 — including a new stake in $HONA. The portfolio is most concentrated in Other (52.3% of disclosed assets). All figures are sourced directly from Financial Perspectives, Inc’s Form 13F-HR filing with the SEC under CIK 2003287.
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AI-Powered Hedge Fund Analysis: Financial Perspectives, Inc
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