Financial Perspectives, Inc

Est. AUM

$357.6M

13F long equity, this entity only

Positions

712

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$21.5M	145107	6.01%	SOLE
2	VANGUARD WORLD FD	INF TECH ETF	$19.5M	27938	5.45%	SOLE
3	MEDTRONIC PLC	SHS	$19.0M	218905	5.30%	SOLE
4	APPLE INC	COM	$16.6M	65530	4.65%	SOLE
5	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.0M	137698	3.63%	SOLE
6	MICROSOFT CORP	COM	$12.4M	33429	3.46%	SOLE
7	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$11.2M	33198	3.14%	SOLE
8	ISHARES TR	S&P 500 GRWT ETF	$11.2M	98946	3.13%	SOLE
9	ISHARES TR	CORE HIGH DV ETF	$10.2M	74831	2.84%	SOLE
10	BROADCOM INC	COM	$10.0M	32404	2.80%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.9M	45928	2.76%	SOLE
12	VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.8M	110433	2.73%	SOLE
13	BOSTON SCIENTIFIC CORP	COM	$8.4M	134570	2.36%	SOLE
14	ALPHABET INC	CAP STK CL C	$7.9M	27592	2.21%	SOLE
15	NVIDIA CORPORATION	COM	$7.9M	45075	2.20%	SOLE
16	FIDELITY COVINGTON TRUST	CONSMR STAPLES	$7.1M	135678	1.99%	SOLE
17	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$6.1M	29124	1.69%	SOLE
18	ISHARES TR	CORE DIV GRWTH	$5.3M	75182	1.48%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$5.0M	7685	1.40%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.7M	7182	1.31%	SOLE
21	AMAZON COM INC	COM	$4.6M	22088	1.29%	SOLE
22	VANGUARD WORLD FD	CONSUM STP ETF	$3.3M	14576	0.92%	SOLE
23	TESLA INC	COM	$3.2M	8627	0.90%	SOLE
24	JPMORGAN CHASE & CO	COM	$3.1M	10643	0.88%	SOLE
25	ABBVIE INC	COM	$2.9M	13217	0.80%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	4574	0.76%	SOLE
27	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.6M	78572	0.73%	SOLE
28	ISHARES TR	INTL SEL DIV ETF	$2.6M	61509	0.73%	SOLE
29	META PLATFORMS INC	CL A	$2.5M	4404	0.70%	SOLE
30	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	80153	0.69%	SOLE
31	ISHARES TR	U.S. TECH ETF	$2.3M	12924	0.66%	SOLE
32	ASML HLDG NV	N Y REGISTRY SHS	$2.3M	1757	0.65%	SOLE
33	MERCADOLIBRE INC	COM	$2.3M	1323	0.64%	SOLE
34	SHOPIFY INC	CL A SUB VTG SHS	$2.2M	18858	0.63%	SOLE
35	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.2M	54333	0.61%	SOLE
36	3M CO	COM	$2.0M	13926	0.57%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$2.0M	3451	0.56%	SOLE
38	JOHNSON & JOHNSON	COM	$2.0M	8020	0.55%	SOLE
39	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$1.9M	56920	0.54%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.8M	35483	0.50%	SOLE
41	ISHARES TR	RUS 1000 GRW ETF	$1.7M	3915	0.47%	SOLE
42	MICRON TECHNOLOGY INC	COM	$1.7M	4909	0.46%	SOLE
43	CANADIAN NAT RES LTD MED TER	COM	$1.6M	33553	0.46%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$1.5M	7582	0.42%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2952	0.40%	SOLE
46	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20542	0.37%	SOLE
47	AMGEN INC	COM	$1.3M	3667	0.36%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1252	0.35%	SOLE
49	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.2M	24230	0.33%	SOLE
50	UNITEDHEALTH GROUP INC	COM	$1.2M	4283	0.32%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.