SEC Form 13F

Financial Perspectives, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$410,865,266
Positions728

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD WORLD FDVGTINF TECH ETF$26,722,816223,584
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$23,230,787147,002
APPLE INCAAPLCOM$18,696,03864,612
MEDTRONIC PLCMDTSHS$16,602,306212,224
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$15,497,12532,450
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$14,101,237143,597
ISHARES TRIVWS&P 500 GRWT ETF$13,832,182100,576
MICROSOFT CORPMSFTCOM$13,112,98535,154
BROADCOM INCAVGOCOM$11,519,63530,495
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$10,607,46344,829

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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