Financial Perspectives
Financial Perspectives reported 727 stocks worth $411M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VGT (6.5%), VYM (5.7%) and AAPL (4.5%). Compared with Q1 2026, the fund added to VGT, VYM and VYMI, trimmed AAPL, MDT and TSM and sold out of DD, MS and TQQQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VGT Vanguard World FD | $26.7M | 6.5% | 224K | +196K (+700%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $23.2M | 5.7% | 147K | +1,895 (+1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $18.7M | 4.5% | 65K | −918 (−1%) | 8 of 8 | |
| 4 |  MDT Medtronic PLC F | $16.6M | 4.0% | 212K | −6,681 (−3%) | 8 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $15.5M | 3.8% | 32K | −748 (−2%) | 8 of 8 | |
| 6 |  VYMI Vanguard Whitehall Fds | $14.1M | 3.4% | 144K | +5,899 (+4%) | 8 of 8 | |
| 7 |  IVW Ishares TR | $13.8M | 3.4% | 101K | +1,630 (+2%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $13.1M | 3.2% | 35K | +1,725 (+5%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $11.5M | 2.8% | 30K | −1,909 (−6%) | 8 of 8 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $10.6M | 2.6% | 45K | −1,099 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $677K | 2,997 |
THOMSON REUTERS CORP | $36K | 400 |
INNOVATOR IBD 50 ETF | $18K | 554 |
 DD Dupont DE Nemours Inc | $12K | 264 |
 MS Morgan Stanley | $8K | 51 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Perspectives 13F FAQ
What does Financial Perspectives own?
Financial Perspectives reported 727 stocks worth $411M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VGT (6.5%), VYM (5.7%) and AAPL (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Perspectives buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 156 added to, 54 trimmed and 14 sold out. It sold all of DD, MS and TQQQ.
When will Financial Perspectives file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Perspectives's portfolio worth?
The Q2 2026 filing reports $411M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.