Financial Perspectives, Inc Top Holdings and 13F Report (2026) About Financial Perspectives, IncInvestment ActivityFinancial Perspectives, Inc has $430.73 million in total holdings as of September 30, 2026.Financial Perspectives, Inc owns shares of 730 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 2.89% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Financial Perspectives, Inc has purchased 728 new stocks and bought additional shares in 184 stocks.Financial Perspectives, Inc sold shares of 62 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $27,905,518Vanguard High Dividend Yield ETF $23,301,640Apple $21,310,392Microsoft $17,978,570Medtronic $17,790,385 Largest New Holdings this Quarter 464287457 - iShares 1-3 Year Treasury Bond ETF $757,481 HoldingM8769Q102 - TEVA PHARMACEUTICAL INDS LTD $445,540 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $277,511 HoldingN52A8C105 - INNIO NV $51,108 Holding092528108 - iShares High Yield Muni Income Active ETF $48,372 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 9,329 shares (about $757.48K)JPMorgan Ultra-Short Income ETF 12,406 shares (about $624.89K)Schwab US Dividend Equity ETF 17,610 shares (about $572.85K)iShares S&P 500 Growth ETF 3,934 shares (about $559.65K)iShares Core S&P 500 ETF 724 shares (about $554.45K) Largest Sales this Quarter Vanguard International Dividend Appreciation ETF 5,791 shares (about $546.78K)Medtronic 6,054 shares (about $522.40K)VanEck Semiconductor ETF 665 shares (about $404.99K)RUBRIK INC. 3,002 shares (about $343.64K)Vanguard Dividend Appreciation ETF 987 shares (about $230.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Perspectives, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGTVanguard Information Technology ETF$27,905,518$192,275 ▼-0.7%222,0546.5%ETFVYMVanguard High Dividend Yield ETF$23,301,640$486,864 ▲2.1%150,1395.4%ETFAAPLApple$21,310,392$206,806 ▼-1.0%63,9914.9%TechnologyMSFTMicrosoft$17,978,570$51,803 ▼-0.3%35,0534.2%TechnologyMDTMedtronic$17,790,385$522,399 ▼-2.9%206,1704.1%HealthcareIVWiShares S&P 500 Growth ETF$14,867,621$559,652 ▲3.9%104,5103.5%ETFVYMIVanguard International High Dividend Yield ETF$14,817,604$295,604 ▲2.0%146,5203.4%ETFTSMTaiwan Semiconductor Manufacturing$14,748,142$55,199 ▼-0.4%32,3293.4%TechnologyAVGOBroadcom$10,683,330$26,340 ▼-0.2%30,4202.5%TechnologyNVDANVIDIA$10,302,000$114,418 ▲1.1%45,1092.4%TechnologyHDViShares Core High Dividend ETF$10,252,825$209,448 ▼-2.0%366,6962.4%ETFVIGVanguard Dividend Appreciation ETF$10,228,829$230,278 ▼-2.2%43,8422.4%ETFGOOGAlphabet$9,982,755$229,320 ▲2.4%29,2972.3%Communication ServicesVIGIVanguard International Dividend Appreciation ETF$9,812,840$546,784 ▼-5.3%103,9282.3%ETFFTECFidelity MSCI Information Technology Index ETF$8,853,730$91,517 ▲1.0%29,5072.1%ETFFSTAFidelity MSCI Consumer Staples Index ETF$7,325,630$226,644 ▲3.2%144,0921.7%ETFIVViShares Core S&P 500 ETF$6,795,111$554,453 ▲8.9%8,8731.6%ETFBSXBoston Scientific$6,411,567$313,800 ▲5.1%146,8861.5%HealthcareAMZNAmazon.com$6,150,517$161,200 ▲2.7%24,6861.4%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$5,696,384$136,606 ▲2.5%75,5591.3%ETFSPYSPDR S&P 500 ETF Trust$5,522,608$3,050 ▲0.1%7,2421.3%ETFMETAMeta Platforms$4,668,850$533,023 ▲12.9%6,4381.1%Communication ServicesMUMicron Technology$3,991,362$111,848 ▲2.9%3,7470.9%TechnologyCGGOCapital Group Global Growth Equity ETF$3,831,673$220,142 ▲6.1%96,3220.9%ETFSCHDSchwab US Dividend Equity ETF$3,715,522$572,855 ▲18.2%114,2180.9%ETFVOOVanguard S&P 500 ETF$3,654,845$224,267 ▼-5.8%5,2150.8%ETFJPMJPMorgan Chase & Co.$3,511,449$10,587 ▼-0.3%10,6140.8%FinanceIYWiShares U.S. Technology ETF$3,441,732$795 ▼0.0%12,9930.8%ETFMELIMercadoLibre$3,406,086$285,137 ▲9.1%1,9710.8%Consumer DiscretionaryVDCVanguard Consumer Staples ETF$3,397,868$165,180 ▲5.1%15,5720.8%ETFSHOPIFY INC$3,362,8510.0%22,6760.8%CL A SUB VTG SHSABBVAbbVie$3,288,965$169,248 ▼-4.9%12,5730.8%HealthcareASMLASML$3,164,750$18,115 ▼-0.6%1,7470.7%TechnologyTSLATesla$3,149,6040.0%8,8770.7%Consumer DiscretionaryCGGRCapital Group Growth ETF$2,722,619$32,632 ▲1.2%57,4030.6%ETFIDViShares International Select Dividend ETF$2,659,194$2,827 ▼-0.1%63,0290.6%ETFQQQInvesco QQQ$2,564,073$13,316 ▲0.5%3,4660.6%ETFJPSTJPMorgan Ultra-Short Income ETF$2,416,296$624,889 ▲34.9%47,9710.6%ETFCNQCanadian Natural Resources$2,347,949$8,567 ▲0.4%49,8820.5%EnergyMMM3M$2,286,0430.0%13,9270.5%IndustrialsJNJJohnson & Johnson$2,201,667$78,366 ▲3.7%8,3160.5%HealthcareIWFiShares Russell 1000 Growth ETF$2,141,073$64,634 ▲3.1%17,0930.5%ETFFENYFidelity MSCI Energy Index ETF$1,890,874$28,001 ▼-1.5%55,7780.4%ETFVTVVanguard Value ETF$1,715,332$38,896 ▲2.3%7,9380.4%ETFBRK.BBerkshire Hathaway$1,501,3190.0%3,0150.3%FinanceAMDAdvanced Micro Devices$1,499,4240.0%2,4510.3%TechnologyVEAVanguard FTSE Developed Markets ETF$1,456,889$71 ▲0.0%20,6330.3%ETFUNHUnitedHealth Group$1,455,111$117,466 ▼-7.5%3,9640.3%HealthcareAMGNAmgen$1,423,552$125,620 ▼-8.1%3,3770.3%HealthcareGOOGLAlphabet$1,419,825$72,609 ▲5.4%4,1260.3%Communication ServicesFNDFSchwab Fundamental International Equity ETF$1,302,3630.0%24,2300.3%ETFSESEA$1,292,3730.0%13,2740.3%Consumer DiscretionaryEFViShares MSCI EAFE Value ETF$1,291,992$182,580 ▲16.5%16,3250.3%ETFIWMiShares Russell 2000 ETF$1,277,067$21,118 ▲1.7%4,5960.3%ETFSMHVanEck Semiconductor ETF$1,235,052$404,985 ▼-24.7%2,0280.3%ETFVTVanguard Total World Stock ETF$1,217,036$37,095 ▲3.1%7,7100.3%ETFGILDGilead Sciences$1,200,6200.0%8,0550.3%HealthcareIETCiShares U.S. Tech Independence Focused ETF$1,193,097$2,169 ▲0.2%10,4520.3%ETFUSBU.S. Bancorp$1,167,325$982 ▲0.1%20,2100.3%FinanceVTIVanguard Total Stock Market ETF$1,139,084$374 ▼0.0%3,0440.3%ETFCOSTCostco Wholesale$1,107,456$19,110 ▼-1.7%1,2170.3%Consumer StaplesTDIVFirst Trust NASDAQ Technology Dividend Index Fund$1,082,291$23,467 ▼-2.1%9,5930.3%ETFUIUbiquiti$1,069,263$269,586 ▲33.7%1,8840.2%TechnologyIMCBiShares Morningstar Mid-Cap ETF$1,062,810$152,208 ▲16.7%11,2490.2%ETFVDEVanguard Energy ETF$1,052,081$23,758 ▼-2.2%6,1110.2%ETFVHTVanguard Health Care ETF$1,047,421$2,528 ▼-0.2%3,3140.2%ETFCAPITAL GRP FIXED INCM ETF T$1,033,834$278,605 ▲36.9%41,3860.2%CORE BOND ETFCGDVCapital Group Dividend Value ETF$1,014,629$6,106 ▲0.6%20,7700.2%ETFVCRVanguard Consumer Discretionary ETF$924,850$32,093 ▲3.6%2,5360.2%ETFEFGiShares MSCI EAFE Growth ETF$912,519$36,309 ▲4.1%7,6150.2%ETFIEFAiShares Core MSCI EAFE ETF$903,142$43,597 ▲5.1%9,3220.2%ETFUBERUber Technologies$872,707$174,706 ▲25.0%12,7380.2%IndustrialsABTAbbott Laboratories$867,826$21,051 ▲2.5%8,7810.2%HealthcareKXIiShares Global Consumer Staples ETF$866,975$289,733 ▲50.2%13,2500.2%ETFVUGVanguard Growth ETF$866,262$3,965 ▲0.5%9,6130.2%ETFVNQVanguard Real Estate ETF$822,327$359 ▲0.0%9,1750.2%ETFLLYEli Lilly and Company$776,401$34,712 ▲4.7%6710.2%HealthcareSHYiShares 1-3 Year Treasury Bond ETF$757,481$757,481 ▲New Holding9,3290.2%ETFIFRAiShares U.S. Infrastructure ETF$750,3610.0%13,6350.2%ETFNUNU$728,3680.0%57,5330.2%FinanceNETCloudflare$704,2840.0%2,0280.2%TechnologyIJRiShares Core S&P Small-Cap ETF$693,835$4,217 ▲0.6%5,1000.2%ETFFIDELITY COVINGTON TRUST$682,733$23,090 ▲3.5%15,7600.2%ENHANCED LARGECMCSAComcast$631,407$99,247 ▲18.6%29,0170.1%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$623,328$487 ▲0.1%7,6800.1%ETFFIDELITY COVINGTON TRUST$622,659$32,140 ▲5.4%13,8520.1%ENHANCED SML CAPORCLOracle$622,4430.0%4,5330.1%TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$614,7050.0%6,7460.1%ETFCAPITAL GROUP CORE BALANCED$607,266$38,000 ▲6.7%16,5240.1%SHSINTCIntel$606,514$18,153 ▼-2.9%5,0450.1%TechnologyDISWalt Disney$606,367$105 ▲0.0%5,7800.1%Communication ServicesTGTTarget$594,230$8,619 ▼-1.4%3,7920.1%Consumer StaplesGEGE Aerospace$548,435$24,049 ▲4.6%1,7560.1%IndustrialsDEDeere & Company$530,5250.0%7900.1%IndustrialsVALEVale$530,111$1,006 ▲0.2%39,5310.1%MaterialsCATCaterpillar$525,3920.0%6480.1%IndustrialsCGCPCapital Group Core Plus Income ETF$523,354$182,553 ▲53.6%24,7210.1%ETFHDBHDFC Bank$516,4780.0%23,1190.1%FinanceIJHiShares Core S&P Mid-Cap ETF$516,189$1,439 ▼-0.3%7,1740.1%ETFVWOVanguard FTSE Emerging Markets ETF$512,267$4,270 ▲0.8%8,6370.1%ETFShowing largest 100 holdings. 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