Financial Perspectives, Inc: 13F holdings
CIK 20032872026Q2
| Positions | 728 |
|---|
| Reported value | $411.0m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 728 (+12 vs prior quarter) |
|---|
| Reported value | $411.0m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGT VANGUARD WORLD FD | 223,584 | $26.7m | 6.5% |
| VYM VANGUARD WHITEHALL FDS | 147,002 | $23.2m | 5.7% |
| AAPL APPLE INC | 64,612 | $18.7m | 4.5% |
| MEDTRONIC PLC | 212,224 | $16.6m | 4.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 32,450 | $15.5m | 3.8% |
| VYMI VANGUARD WHITEHALL FDS | 143,597 | $14.1m | 3.4% |
| IWF ISHARES TR | 100,576 | $13.8m | 3.4% |
| MSFT MICROSOFT CORP | 35,154 | $13.1m | 3.2% |
| AVGO BROADCOM INC | 30,495 | $11.5m | 2.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 44,829 | $10.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2003287")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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