Financial Perspectives, Inc

Q2 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
728
Total value ($000)
$410,865
Net value change ($000)
+52,661 (14.7%)
New positions
26
Sold out positions
14
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGT 7,230 37.1%
TSM 4,278 38.1%
IVW 2,640 23.6%
MU 2,546 153.6%
FTEC 2,280 37.6%
GOOGL 2,199 27.8%
AAPL 2,065 12.4%
VYM 1,741 8.1%
AVGO 1,491 14.9%
CGGO 1,221 46.6%
Top Reduces (Value $000, Stocks/ETFs)
BSX -2,482 -29.4%
MDT -2,366 -12.5%
HON -677 -100.0%
FENY -263 -13.6%
WM -206 -48.4%
IUSV -181 -100.0%
T -144 -28.5%
VDE -141 -13.1%
MA -136 -23.7%
IGSB -118 -63.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type