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Nicole Wilken

Financial Perspectives, Inc

Assets Managed
$358.204M
Holdings
716
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-3.49%(2Q avg: -0.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Perspectives, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 716 positions.

Assets under management

The assets under management (AUM) of Financial Perspectives, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 358.204M in assets, with a quarterly growth rate of -3.49% and a 2-quarter average growth rate of -0.28%. The portfolio is managed by Nicole Wilken, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.56%
6%
$21.49M
145,107 shares@ $148.1 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 0.49%
5.45%
$19.493M
27,938 shares@ $697.73 avg price
MDT
Medtronic Plc
Recent Activity
Increased 0.74%
5.3%
$18.968M
218,905 shares@ $86.65 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.57%
4.65%
$16.631M
65,530 shares@ $253.8 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 2.99%
3.63%
$12.977M
137,698 shares@ $94.25 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.62%
3.46%
$12.374M
33,429 shares@ $370.18 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -1.03%
3.14%
$11.219M
33,198 shares@ $337.95 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.25%
3.13%
$11.192M
98,946 shares@ $113.12 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 0.87%
2.84%
$10.156M
74,831 shares@ $135.72 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.24%
2.8%
$10.029M
32,404 shares@ $309.51 avg price

1-10 of 716