Financial Perspectives, Inc Top Holdings and 13F Report (2026)

About Financial Perspectives, Inc

Investment Activity

Financial Perspectives, Inc has $358.20 million in total holdings as of March 31, 2026.
Financial Perspectives, Inc owns shares of 716 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 2.02% of the portfolio was purchased this quarter.
About 0.57% of the portfolio was sold this quarter.
This quarter, Financial Perspectives, Inc has purchased 714 new stocks and bought additional shares in 180 stocks.
Financial Perspectives, Inc sold shares of 38 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $21,490,329
Vanguard Information Technology ETF: $19,493,039
Medtronic: $18,968,104
Apple: $16,630,860
Vanguard International High Dividend Yield ETF: $12,976,668

Largest New Holdings this Quarter

464288737 - iShares Global Consumer Staples ETF: $377,467 Holding
808524672 - Schwab International Dividend Equity ETF: $314,479 Holding
G0593M107 - AstraZeneca: $183,838 Holding
464288760 - iShares U.S. Aerospace & Defense ETF: $133,656 Holding
724078209 - PIPER SANDLER COMPANIES: $31,539 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 13,589 shares (about $416.91K)
Apple: 1,640 shares (about $416.22K)
iShares Core Dividend Growth ETF: 5,779 shares (about $405.57K)
iShares Global Consumer Staples ETF: 5,633 shares (about $377.47K)
Vanguard International High Dividend Yield ETF: 3,996 shares (about $376.58K)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 11,975 shares (about $606.06K)
ExxonMobil: 1,292 shares (about $219.24K)
ASML: 136 shares (about $179.62K)
Chevron: 810 shares (about $167.52K)
Taiwan Semiconductor Manufacturing: 348 shares (about $117.61K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VYM Vanguard High Dividend Yield ETF	$21,490,329	$117,739 â–²	0.6%	145,107	6.0%	Financial Services
VGT Vanguard Information Technology ETF	$19,493,039	$94,193 â–²	0.5%	27,938	5.4%	ETF
MDT Medtronic	$18,968,104	$138,900 â–²	0.7%	218,905	5.3%	Medical
AAPL Apple	$16,630,860	$416,216 â–²	2.6%	65,530	4.6%	Computer and Technology
VYMI Vanguard International High Dividend Yield ETF	$12,976,668	$376,583 â–²	3.0%	137,698	3.6%	ETF
MSFT Microsoft	$12,374,426	$75,515 â–²	0.6%	33,429	3.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$11,219,251	$117,606 â–¼	-1.0%	33,198	3.1%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$11,191,794	$27,599 â–²	0.2%	98,946	3.1%	ETF
HDV iShares Core High Dividend ETF	$10,156,008	$87,403 â–²	0.9%	74,831	2.8%	ETF
AVGO Broadcom	$10,029,357	$24,451 â–¼	-0.2%	32,404	2.8%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$9,877,218	$54,625 â–²	0.6%	45,928	2.8%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$9,768,868	$134,105 â–²	1.4%	110,433	2.7%	ETF
BSX Boston Scientific	$8,444,258	$37,462 â–¼	-0.4%	134,570	2.4%	Medical
GOOG Alphabet	$7,915,171	$6,598 â–¼	-0.1%	27,592	2.2%	Computer and Technology
NVDA NVIDIA	$7,861,110	$4,186 â–²	0.1%	45,075	2.2%	Computer and Technology
FSTA Fidelity MSCI Consumer Staples Index ETF	$7,100,053	$308,172 â–²	4.5%	135,678	2.0%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$6,059,330	$832 â–²	0.0%	29,124	1.7%	ETF
DGRO iShares Core Dividend Growth ETF	$5,276,247	$405,568 â–²	8.3%	75,182	1.5%	ETF
IVV iShares Core S&P 500 ETF	$5,019,599	$130,634 â–²	2.7%	7,685	1.4%	ETF
SPY SPDR S&P 500 ETF Trust	$4,671,025	$45,527 â–²	1.0%	7,182	1.3%	Finance
AMZN Amazon.com	$4,600,268	$19,369 â–¼	-0.4%	22,088	1.3%	Retail/Wholesale
VDC Vanguard Consumer Staples ETF	$3,273,627	$94,777 â–²	3.0%	14,576	0.9%	ETF
TSLA Tesla	$3,207,041		0.0%	8,627	0.9%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$3,130,660	$29,121 â–²	0.9%	10,643	0.9%	Finance
ABBV AbbVie	$2,874,549	$652 â–²	0.0%	13,217	0.8%	Medical
VOO Vanguard S&P 500 ETF	$2,732,998	$48,398 â–²	1.8%	4,574	0.8%	ETF
CGGO Capital Group Global Growth Equity ETF	$2,621,934	$333,865 â–²	14.6%	78,572	0.7%	ETF
IDV iShares International Select Dividend ETF	$2,617,805	$42,006 â–²	1.6%	61,509	0.7%	ETF
META Meta Platforms	$2,519,384	$572 â–²	0.0%	4,404	0.7%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,459,080	$416,908 â–²	20.4%	80,153	0.7%	ETF
IYW iShares U.S. Technology ETF	$2,344,656	$23,222 â–²	1.0%	12,924	0.7%	Manufacturing
ASML ASML	$2,320,537	$179,620 â–¼	-7.2%	1,757	0.6%	Computer and Technology
MELI MercadoLibre	$2,286,646		0.0%	1,323	0.6%	Retail/Wholesale
SHOPIFY INC	$2,236,936		0.0%	18,858	0.6%	CL A SUB VTG SHS
CGGR Capital Group Growth ETF	$2,183,640	$95,491 â–²	4.6%	54,333	0.6%	ETF
MMM 3M	$2,022,479	$58,383 â–²	3.0%	13,926	0.6%	Multi-Sector Conglomerates
QQQ Invesco QQQ	$1,992,134	$16,741 â–²	0.8%	3,451	0.6%	Finance
JNJ Johnson & Johnson	$1,960,356	$16,621 â–¼	-0.8%	8,020	0.5%	Medical
FENY Fidelity MSCI Energy Index ETF	$1,936,417	$9,492 â–²	0.5%	56,920	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,795,810	$606,060 â–¼	-25.2%	35,483	0.5%	ETF
IWF iShares Russell 1000 Growth ETF	$1,669,358	$116,834 â–²	7.5%	3,915	0.5%	ETF
MU Micron Technology	$1,658,437	$218,918 â–²	15.2%	4,909	0.5%	Computer and Technology
CNQ Canadian Natural Resources	$1,635,039	$1,803 â–²	0.1%	33,553	0.5%	Energy
VTV Vanguard Value ETF	$1,487,683	$22,564 â–²	1.5%	7,582	0.4%	ETF
BRK.B Berkshire Hathaway	$1,414,598	$19,647 â–¼	-1.4%	2,952	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,316,343	$208,262 â–²	18.8%	20,542	0.4%	ETF
AMGN Amgen	$1,290,241	$1,759 â–²	0.1%	3,667	0.4%	Medical
COST Costco Wholesale	$1,247,731	$54,812 â–²	4.6%	1,252	0.3%	Retail/Wholesale
FNDF Schwab Fundamental International Equity ETF	$1,185,574		0.0%	24,230	0.3%	ETF
UNH UnitedHealth Group	$1,159,047	$2,436 â–¼	-0.2%	4,283	0.3%	Medical
GOOGL Alphabet	$1,131,992	$5,463 â–²	0.5%	3,937	0.3%	Computer and Technology
GILD Gilead Sciences	$1,122,606		0.0%	8,055	0.3%	Medical
SE SEA	$1,099,234		0.0%	13,274	0.3%	Computer and Technology
VDE Vanguard Energy ETF	$1,078,863	$2,076 â–²	0.2%	6,235	0.3%	ETF
IWM iShares Russell 2000 ETF	$1,073,502	$41,413 â–²	4.0%	4,329	0.3%	Finance
USB U.S. Bancorp	$1,049,255	$1,612 â–¼	-0.2%	20,174	0.3%	Finance
SMH VanEck Semiconductor ETF	$1,032,880		0.0%	2,694	0.3%	Manufacturing
VT Vanguard Total World Stock ETF	$925,366	$107,060 â–²	13.1%	6,690	0.3%	ETF
TDIV First Trust NASDAQ Technology Dividend Index Fund	$921,214	$468 â–²	0.1%	9,836	0.3%	Manufacturing
IETC iShares U.S. Tech Independence Focused ETF	$914,346	$45,337 â–¼	-4.7%	10,346	0.3%	ETF
VHT Vanguard Health Care ETF	$904,260	$272 â–²	0.0%	3,320	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$899,163	$80,816 â–²	9.9%	12,094	0.3%	ETF
ABT Abbott Laboratories	$879,677		0.0%	8,568	0.2%	Medical
CGDV Capital Group Dividend Value ETF	$851,350	$16,846 â–²	2.0%	20,013	0.2%	ETF
VCR Vanguard Consumer Discretionary ETF	$831,196	$10,053 â–²	1.2%	2,315	0.2%	ETF
VNQ Vanguard Real Estate ETF	$813,211	$355 â–²	0.0%	9,168	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$791,403	$25,664 â–²	3.4%	2,467	0.2%	ETF
IFRA iShares U.S. Infrastructure ETF	$779,950		0.0%	13,635	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$763,755	$28,338 â–²	3.9%	8,436	0.2%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$716,762	$46,305 â–²	6.9%	8,591	0.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$715,717	$62,929 â–²	9.6%	6,426	0.2%	ETF
VUG Vanguard Growth ETF	$687,150		0.0%	1,573	0.2%	ETF
HON Honeywell International	$677,440	$33,228 â–²	5.2%	2,997	0.2%	Multi-Sector Conglomerates
ORCL Oracle	$666,912		0.0%	4,533	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$629,012	$18,398 â–²	3.0%	5,060	0.2%	ETF
VALE Vale	$627,748	$2,227 â–²	0.4%	39,456	0.2%	Basic Materials
HD Home Depot	$622,799	$44,721 â–²	7.7%	1,894	0.2%	Retail/Wholesale
EFAV iShares MSCI EAFE Min Vol Factor ETF	$616,318	$191,794 â–²	45.2%	6,745	0.2%	ETF
SRE Sempra Energy	$598,746	$389 â–²	0.1%	6,162	0.2%	Utilities
LLY Eli Lilly and Company	$589,573	$3,679 â–¼	-0.6%	641	0.2%	Medical
CAPITAL GRP FIXED INCM ETF T	$576,262	$23,424 â–²	4.2%	21,944	0.2%	CORE BOND ETF
HDB HDFC Bank	$575,201		0.0%	23,119	0.2%	Finance
WALMART INC	$573,878	$55,921 â–²	10.8%	4,618	0.2%	COM
MA Mastercard	$572,934		0.0%	1,147	0.2%	Business Services
BN Brookfield	$567,128	$40 â–²	0.0%	14,014	0.2%	Finance
DIS Walt Disney	$556,988	$19,373 â–²	3.6%	5,779	0.2%	Consumer Discretionary
FIDELITY COVINGTON TRUST	$549,476	$16,974 â–²	3.2%	15,150	0.2%	ENHANCED LARGE
NU NU	$542,108		0.0%	37,725	0.2%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$533,398	$2,999 â–¼	-0.6%	7,647	0.1%	ETF
PFE Pfizer	$522,133	$6,346 â–²	1.2%	18,594	0.1%	Medical
T AT&T	$505,653	$4,812 â–²	1.0%	17,442	0.1%	Computer and Technology
ISRG Intuitive Surgical	$502,940		0.0%	1,091	0.1%	Medical
GIS General Mills	$502,729	$856 â–²	0.2%	13,507	0.1%	Consumer Staples
BROOKFIELD INFRASTRUCTURE CO	$500,615	$237 â–²	0.0%	12,667	0.1%	COM SUB VTG A
AMD Advanced Micro Devices	$499,624	$2,848 â–²	0.6%	2,456	0.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$485,539	$203 â–²	0.0%	7,190	0.1%	ETF
GE GE Aerospace	$482,437		0.0%	1,700	0.1%	Aerospace
IGRO iShares International Dividend Growth ETF	$470,224	$1,508 â–²	0.3%	5,613	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$466,545	$7,567 â–²	1.6%	8,632	0.1%	ETF
TGT Target	$466,299	$6,061 â–²	1.3%	3,847	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Financial Perspectives, Inc Top Holdings and 13F Report (2026)

About Financial Perspectives, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Financial Perspectives, Inc Top Holdings and 13F Report (2026)

About Financial Perspectives, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Perspectives, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools