1y return+16.3%S&P 500 +20.9%
3y return+58.0%S&P 500 +68.5%
5y return+47.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $190 against $232 in the S&P 500.2
Financial Perspectives, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGTVanguard World Fd | $26.7M | 6.5% | |
| VYMVanguard Whitehall Fds | $23.2M | 5.7% | +1.3% |
| AAPLApple Inc | $18.7M | 4.6% | −1.4% |
| Medtronic PLCCUSIP G5960L103 | $16.6M | 4.0% | −3.1% |
| TSMTaiwan Semiconductor Manufac | $15.5M | 3.8% | −2.3% |
| VYMIVanguard Whitehall Fds | $14.1M | 3.4% | +4.3% |
| IVWIshares Tr | $13.8M | 3.4% | +1.6% |
| MSFTMicrosoft Corp | $13.1M | 3.2% | +5.2% |
| AVGOBroadcom Inc | $11.5M | 2.8% | −5.9% |
| VIGVanguard Specialized Funds | $10.6M | 2.6% | −2.4% |
| HDVIshares Tr | $10.3M | 2.5% | |
| VIGIVanguard Whitehall Fds | $10.2M | 2.5% | |
| GOOGAlphabet Inc | $10.1M | 2.5% | +3.7% |
| NVDANvidia Corporation | $8.9M | 2.2% | −1.0% |
| FTECFidelity Covington Trust | $8.3M | 2.0% | |
| FSTAFidelity Covington Trust | $7.3M | 1.8% | +2.9% |
| IVVIshares Tr | $6.1M | 1.5% | +6.0% |
| BSXBoston Scientific Corp | $6.0M | 1.5% | +3.8% |
| AMZNAmazon Com Inc | $5.7M | 1.4% | +8.8% |
| DGROIshares Tr | $5.6M | 1.4% | −1.9% |
| SPYState Str Spdr S&p 500 Etf T | $5.4M | 1.3% | |
| MUMicron Technology Inc | $4.2M | 1.0% | −25.8% |
| CGGOCapital Group Gbl Growth Eqt | $3.8M | 0.9% | +15.5% |
| VOOVanguard Index Fds | $3.8M | 0.9% | +21.0% |
| TSLATesla Inc | $3.7M | 0.9% | +2.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $8.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $11.5M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $15.5M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $3.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $10.1M |
| IYWIshares Tr | June 30, 2020 | +273.9% | $3.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.5M |
| FTECFidelity Covington Trust | June 30, 2020 | +247.3% | $8.3M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $26.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $18.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $677K
- Thomson Reuters CorpCUSIP 884903808 was $36K
- Innovator Etfs TrustCUSIP 45782C102 was $18K
- Dupont De Nemours IncCUSIP 26614N102 was $12K
- MSMorgan Stanley was $8,450
- Carnival CorpCUSIP 143658300 was $6,211
- Air Lease CorpCUSIP 00912X302 was $3,896
- TQQQProshares Tr was $2,855
- TWLOTwilio Inc was $1,007
- URAGlobal X Fds was $291
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +10.6% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +3.7% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −16.8% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Financial Perspectives, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2003287&type=13F-HR&dateb=&owner=include&count=40CIK 2003287
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2003287/000200328726000003/Filed July 24, 2026 · accession 0002003287-26-000003