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Nicole Wilken

Financial Perspectives, Inc

Assets Managed
$410.865M
Holdings
728
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
14.71%(2Q avg: 5.61%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Perspectives, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 728 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 410.865M in assets, with a quarterly growth rate of 14.71% and a 2-quarter average growth rate of 5.61%. The portfolio is managed by Nicole Wilken, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 700.29%
6.51%
$26.723M
223,584 shares@ $119.53 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.31%
5.66%
$23.231M
147,002 shares@ $158.04 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.4%
4.56%
$18.696M
64,612 shares@ $289.36 avg price
MDT
Medtronic Plc
Recent Activity
Decreased -3.05%
4.05%
$16.602M
212,224 shares@ $78.24 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -2.25%
3.78%
$15.497M
32,450 shares@ $477.57 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 4.29%
3.44%
$14.101M
143,597 shares@ $98.21 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 1.65%
3.37%
$13.832M
100,576 shares@ $137.53 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.17%
3.2%
$13.113M
35,154 shares@ $373.02 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -5.89%
2.81%
$11.52M
30,495 shares@ $377.76 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.39%
2.59%
$10.607M
44,829 shares@ $236.63 avg price

1-10 of 728