StockDriftsStockDriftsTop 50 Financial Perspectives, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 6.5% | 223.6K | $26.7M | +0.04%(+80) | $52.26(+134.57%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 5.65% | 147.0K | $23.2M | +1.31%(+1.90K) | $101.53(+63.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.55% | 64.6K | $18.7M | -1.40%(-918) | $133.63(+128.52%) | 2026-06-30 | |
| MDT | MEDTRONIC PLC | 4.04% | 212.2K | $16.6M | -3.05%(-6.68K) | $114.38(-20.79%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.77% | 32.5K | $15.5M | -2.25%(-748) | $118.74(+259.50%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.43% | 143.6K | $14.1M | +4.28%(+5.90K) | $67.82(+53.91%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.37% | 100.6K | $13.8M | +1.65%(+1.63K) | $69.84(+102.78%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.19% | 35.2K | $13.1M | +5.16%(+1.73K) | $244.79(+98.57%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.8% | 30.5K | $11.5M | -5.89%(-1.91K) | $50.51(+679.51%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.58% | 44.8K | $10.6M | -2.39%(-1.10K) | $151.69(+61.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.07% | +64.58% | +9.26% | +55.68% |
| Top 20 Holdings Unweighted | +22.24% | +82.66% | +11.97% | +75.99% |
Financial Perspectives, Inc reports $410.87M in US-listed equity holdings across 728 positions in its most recent 13F filing. Its largest disclosed positions are VGT (6.5%), VYM (5.7%) and AAPL (4.5%). The top 20 holdings account for 59.01% of reported assets. Its disclosed equity book has returned +64.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Perspectives, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2003287). View Financial Perspectives, Inc’s 13F filings on SEC