account_balance
Investment manager · 13F filer · SEC CIK 2003287
Financial Perspectives, Inc
Reported value$431Mas of Sep 30, 2026
Positions730 9 new, 7 sold out
Top 10 weight40.3%VGT alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGTVanguard World Fd
6.5%
VYMVanguard Whitehall FDS
5.4%Added +2%
AAPLApple Inc.
4.9%
MSFTMicrosoft Corp
4.2%
MDTMedtronic PLC
4.1%Trimmed −3%
IVWiShares Tr
3.5%Added +4%
VYMIVanguard Whitehall FDS
3.4%Added +2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.4%
AVGOBroadcom Inc.
2.5%
NVDANVIDIA Corp
2.4%
HDViShares Tr
2.4%Trimmed −2%
VIGVanguard Specialized Funds
2.4%Trimmed −2%
VGTVanguard World Fd
6.5%
VYMVanguard Whitehall FDS
5.4%Added +2%
AAPLApple Inc.
4.9%
MSFTMicrosoft Corp
4.2%
MDTMedtronic PLC
4.1%−3%
IVWiShares Tr
3.5%
VYMIVanguard Whitehall FDS
3.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.4%
AVGOBroadcom Inc.
2.5%
NVDAHDV2.4%
VIG2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGT Vanguard World Fd 6.5% Held
VYM Vanguard Whitehall FDS 5.4% Added +2%
AAPL Apple Inc. 4.9% HeldMSFT Microsoft Corp 4.2% HeldMDT Medtronic PLC 4.1% Trimmed −3%IVW iShares Tr 3.5% Added +4%
VYMI Vanguard Whitehall FDS 3.4% Added +2%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.4% HeldAVGO Broadcom Inc. 2.5% HeldNVDA NVIDIA Corp 2.4% HeldHDV iShares Tr 2.4% Trimmed −2%
VIG Vanguard Specialized Funds 2.4% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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