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

About Financial Perspectives, Inc

Investment Activity

Financial Perspectives, Inc has $410.87 million in total holdings as of June 30, 2026.
Financial Perspectives, Inc owns shares of 728 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 11.61% of the portfolio was purchased this quarter.
About 1.40% of the portfolio was sold this quarter.
This quarter, Financial Perspectives, Inc has purchased 716 new stocks and bought additional shares in 176 stocks.
Financial Perspectives, Inc sold shares of 56 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Vanguard Information Technology ETF: $26,722,816
Vanguard High Dividend Yield ETF: $23,230,787
Apple: $18,696,038
Medtronic: $16,602,306
Taiwan Semiconductor Manufacturing: $15,497,125

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $330,253 Holding
43849R105 - HONEYWELL AEROSPACE INC: $326,093 Holding
921937835 - Vanguard Total Bond Market ETF: $303,844 Holding
89377M109 - TransMedics Group: $66,420 Holding
05686D200 - BAILLIE GIFFORD ETF TR: $53,068 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 195,646 shares (about $23.38M)
iShares Core High Dividend ETF: 299,356 shares (about $8.21M)
iShares Russell 1000 Growth ETF: 12,662 shares (about $1.57M)
MercadoLibre: 483 shares (about $819.62K)
Meta Platforms: 1,299 shares (about $731.70K)

Largest Sales this Quarter

Micron Technology: 1,267 shares (about $1.46M)
Broadcom: 1,909 shares (about $721.13K)
Medtronic: 6,681 shares (about $522.66K)
Taiwan Semiconductor Manufacturing: 748 shares (about $357.22K)
RUBRIK INC.: 3,753 shares (about $301.29K)

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
VGT Vanguard Information Technology ETF	$26,722,816	$23,383,659 â–²	700.3%	223,584	6.5%	ETF
VYM Vanguard High Dividend Yield ETF	$23,230,787	$299,468 â–²	1.3%	147,002	5.7%	Financial Services
AAPL Apple	$18,696,038	$265,631 â–¼	-1.4%	64,612	4.6%	Computer and Technology
MDT Medtronic	$16,602,306	$522,655 â–¼	-3.1%	212,224	4.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$15,497,125	$357,222 â–¼	-2.3%	32,450	3.8%	Computer and Technology
VYMI Vanguard International High Dividend Yield ETF	$14,101,237	$579,282 â–²	4.3%	143,597	3.4%	ETF
IVW iShares S&P 500 Growth ETF	$13,832,182	$224,173 â–²	1.6%	100,576	3.4%	ETF
MSFT Microsoft	$13,112,985	$643,452 â–²	5.2%	35,154	3.2%	Computer and Technology
AVGO Broadcom	$11,519,635	$721,134 â–¼	-5.9%	30,495	2.8%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$10,607,463	$260,046 â–¼	-2.4%	44,829	2.6%	ETF
HDV iShares Core High Dividend ETF	$10,256,479	$8,205,359 â–²	400.0%	374,187	2.5%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$10,245,602	$66,674 â–¼	-0.6%	109,719	2.5%	ETF
GOOG Alphabet	$10,113,622	$364,633 â–²	3.7%	28,624	2.5%	Computer and Technology
NVDA NVIDIA	$8,925,621	$93,442 â–¼	-1.0%	44,608	2.2%	Computer and Technology
FTEC Fidelity MSCI Information Technology Index ETF	$8,339,377	$22,275 â–²	0.3%	29,202	2.0%	ETF
FSTA Fidelity MSCI Consumer Staples Index ETF	$7,336,367	$207,848 â–²	2.9%	139,634	1.8%	ETF
IVV iShares Core S&P 500 ETF	$6,102,766	$347,488 â–²	6.0%	8,149	1.5%	ETF
BSX Boston Scientific	$5,962,261	$218,820 â–²	3.8%	139,697	1.5%	Medical
AMZN Amazon.com	$5,729,455	$465,001 â–²	8.8%	24,039	1.4%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$5,589,316	$108,759 â–¼	-1.9%	73,747	1.4%	ETF
SPY SPDR S&P 500 ETF Trust	$5,405,000	$41,818 â–²	0.8%	7,238	1.3%	Finance
MU Micron Technology	$4,204,150	$1,462,564 â–¼	-25.8%	3,642	1.0%	Computer and Technology
CGGO Capital Group Global Growth Equity ETF	$3,843,039	$517,101 â–²	15.5%	90,788	0.9%	ETF
VOO Vanguard S&P 500 ETF	$3,801,649	$660,051 â–²	21.0%	5,535	0.9%	ETF
TSLA Tesla	$3,733,614	$105,149 â–²	2.9%	8,877	0.9%	Auto/Tires/Trucks
ASML ASML	$3,495,510		0.0%	1,757	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,484,779	$982 â–²	0.0%	10,646	0.8%	Finance
VDC Vanguard Consumer Staples ETF	$3,340,620	$53,892 â–²	1.6%	14,815	0.8%	ETF
ABBV AbbVie	$3,326,595	$755 â–²	0.0%	13,220	0.8%	Medical
IYW iShares U.S. Technology ETF	$3,278,058	$18,161 â–²	0.6%	12,996	0.8%	Manufacturing
META Meta Platforms	$3,212,367	$731,696 â–²	29.5%	5,703	0.8%	Computer and Technology
MELI MercadoLibre	$3,064,655	$819,617 â–²	36.5%	1,806	0.7%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$3,063,433	$521,787 â–²	20.5%	96,608	0.7%	ETF
CGGR Capital Group Growth ETF	$2,676,944	$112,430 â–²	4.4%	56,715	0.7%	ETF
IDV iShares International Select Dividend ETF	$2,614,079	$65,750 â–²	2.6%	63,096	0.6%	ETF
SHOPIFY INC	$2,589,146	$435,939 â–²	20.2%	22,676	0.6%	CL A SUB VTG SHS
QQQ Invesco QQQ	$2,539,472	$2,210 â–¼	-0.1%	3,448	0.6%	Finance
MMM 3M	$2,254,847	$162 â–²	0.0%	13,927	0.5%	Multi-Sector Conglomerates
IWF iShares Russell 1000 Growth ETF	$2,058,363	$1,572,238 â–²	323.4%	16,577	0.5%	ETF
JNJ Johnson & Johnson	$2,036,861		0.0%	8,020	0.5%	Medical
CNQ Canadian Natural Resources	$1,963,137	$637,802 â–²	48.1%	49,700	0.5%	Energy
JPST JPMorgan Ultra-Short Income ETF	$1,798,529	$4,147 â–²	0.2%	35,565	0.4%	ETF
UNH UnitedHealth Group	$1,780,650	$416 â–²	0.0%	4,284	0.4%	Medical
SMH VanEck Semiconductor ETF	$1,766,312	$656 â–¼	0.0%	2,693	0.4%	Manufacturing
VTV Vanguard Value ETF	$1,690,785	$38,358 â–²	2.3%	7,758	0.4%	ETF
FENY Fidelity MSCI Energy Index ETF	$1,673,209	$9,341 â–¼	-0.6%	56,604	0.4%	ETF
BRK.B Berkshire Hathaway	$1,508,676	$31,525 â–²	2.1%	3,015	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,470,042	$6,413 â–²	0.4%	20,632	0.4%	ETF
AMD Advanced Micro Devices	$1,423,810	$2,905 â–¼	-0.2%	2,451	0.3%	Computer and Technology
GOOGL Alphabet	$1,399,071	$7,862 â–¼	-0.6%	3,915	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$1,358,060	$57,387 â–²	4.4%	4,520	0.3%	Finance
AMGN Amgen	$1,330,838	$2,897 â–²	0.2%	3,675	0.3%	Medical
FNDF Schwab Fundamental International Equity ETF	$1,278,375		0.0%	24,230	0.3%	ETF
SE SEA	$1,272,064		0.0%	13,274	0.3%	Computer and Technology
USB U.S. Bancorp	$1,219,654	$1,148 â–²	0.1%	20,193	0.3%	Finance
VT Vanguard Total World Stock ETF	$1,173,162	$123,202 â–²	11.7%	7,475	0.3%	ETF
COST Costco Wholesale	$1,158,447	$13,100 â–¼	-1.1%	1,238	0.3%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$1,126,701	$213,870 â–²	23.4%	3,045	0.3%	ETF
TDIV First Trust NASDAQ Technology Dividend Index Fund	$1,125,949	$4,021 â–¼	-0.4%	9,801	0.3%	Manufacturing
IETC iShares U.S. Tech Independence Focused ETF	$1,119,994	$9,340 â–²	0.8%	10,433	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$1,073,109	$147,286 â–²	15.9%	14,018	0.3%	ETF
GILD Gilead Sciences	$1,017,671		0.0%	8,055	0.2%	Medical
CGDV Capital Group Dividend Value ETF	$1,017,364	$31,144 â–²	3.2%	20,645	0.2%	ETF
VHT Vanguard Health Care ETF	$993,372	$598 â–²	0.1%	3,322	0.2%	ETF
VCR Vanguard Consumer Discretionary ETF	$970,819	$52,745 â–²	5.7%	2,448	0.2%	ETF
VDE Vanguard Energy ETF	$938,105	$2,102 â–²	0.2%	6,249	0.2%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$930,632	$101,097 â–²	12.2%	9,638	0.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$909,773	$110,238 â–²	13.8%	7,312	0.2%	ETF
VNQ Vanguard Real Estate ETF	$884,397	$289 â–²	0.0%	9,171	0.2%	ETF
IFRA iShares U.S. Infrastructure ETF	$859,581		0.0%	13,635	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$856,885	$42,110 â–²	5.2%	8,872	0.2%	ETF
VUG Vanguard Growth ETF	$824,251	$688,757 â–²	508.3%	9,569	0.2%	ETF
CAPITAL GRP FIXED INCM ETF T	$791,508	$217,008 â–²	37.8%	30,233	0.2%	CORE BOND ETF
ABT Abbott Laboratories	$777,460		0.0%	8,568	0.2%	Medical
LLY Eli Lilly and Company	$768,835		0.0%	641	0.2%	Medical
NU NU	$768,641	$264,635 â–²	52.5%	57,533	0.2%	Finance
UI Ubiquiti	$752,462	$642,450 â–²	584.0%	1,409	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$751,741	$1,335 â–²	0.2%	5,069	0.2%	ETF
UBER Uber Technologies	$735,194	$551,973 â–²	301.3%	10,188	0.2%	Computer and Technology
INTC Intel	$725,535	$35,188 â–¼	-4.6%	5,196	0.2%	Computer and Technology
CAT Caterpillar	$690,055		0.0%	648	0.2%	Industrials
ORCL Oracle	$664,375		0.0%	4,533	0.2%	Computer and Technology
HD Home Depot	$659,354	$8,462 â–¼	-1.3%	1,870	0.2%	Retail/Wholesale
FIDELITY COVINGTON TRUST	$638,168	$3,227 â–²	0.5%	15,227	0.2%	ENHANCED LARGE
IEMG iShares Core MSCI Emerging Markets ETF	$635,734	$2,237 â–²	0.4%	7,674	0.2%	ETF
FIDELITY COVINGTON TRUST	$634,371	$50,172 â–²	8.6%	13,137	0.2%	ENHANCED SML CAP
GE GE Aerospace	$627,545	$7,849 â–¼	-1.2%	1,679	0.2%	Aerospace
AMAT Applied Materials	$606,836		0.0%	839	0.1%	Computer and Technology
CMCSA Comcast	$600,407	$211,650 â–²	54.4%	24,456	0.1%	Consumer Discretionary
HDB HDFC Bank	$597,164		0.0%	23,119	0.1%	Finance
BN Brookfield	$596,846		0.0%	14,014	0.1%	Finance
KXI iShares Global Consumer Staples ETF	$595,778	$215,363 â–²	56.6%	8,822	0.1%	ETF
VALE Vale	$593,421		0.0%	39,456	0.1%	Basic Materials
EFAV iShares MSCI EAFE Min Vol Factor ETF	$591,701	$88 â–²	0.0%	6,746	0.1%	ETF
CAPITAL GROUP CORE BALANCED	$587,998	$232,466 â–²	65.4%	15,490	0.1%	SHS
CARR Carrier Global	$574,216		0.0%	7,828	0.1%	Construction
SRE Sempra Energy	$571,264		0.0%	6,162	0.1%	Utilities
DIS Walt Disney	$556,237		0.0%	5,779	0.1%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$554,693	$308 â–²	0.1%	7,194	0.1%	ETF
NVO Novo Nordisk A/S	$539,589		0.0%	11,256	0.1%	Medical

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

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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