Financial Perspectives, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$358.2M
Q ending 2026-03-31
Prior quarter
$371.2M
Q ending 2025-12-31
Change
-3.5% QoQ · +22.6% YoY
Positions
716
reported holdings
Largest positions
Top 100 of 716 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Whitehall Fds | VYM | Shares | $21.5M | 145K |
| Vanguard World Fd | VGT | Shares | $19.5M | 28K |
| Medtronic Plc | Shares | $19.0M | 219K | |
| Apple Inc | AAPL | Shares | $16.6M | 66K |
| Vanguard Whitehall Fds | VYMI | Shares | $13.0M | 138K |
| Microsoft Corp | MSFT | Shares | $12.4M | 33K |
| Taiwan Semiconductor Manufac | TSM | Shares | $11.2M | 33K |
| Ishares Tr | IVW | Shares | $11.2M | 99K |
| Ishares Tr | HDV | Shares | $10.2M | 75K |
| Broadcom Inc | AVGO | Shares | $10.0M | 32K |
| Vanguard Specialized Funds | VIG | Shares | $9.9M | 46K |
| Vanguard Whitehall Fds | VIGI | Shares | $9.8M | 110K |
| Boston Scientific Corp | BSX | Shares | $8.4M | 135K |
| Alphabet Inc | GOOG | Shares | $7.9M | 28K |
| Nvidia Corporation | NVDA | Shares | $7.9M | 45K |
| Fidelity Covington Trust | FSTA | Shares | $7.1M | 136K |
| Fidelity Covington Trust | FTEC | Shares | $6.1M | 29K |
| Ishares Tr | DGRO | Shares | $5.3M | 75K |
| Ishares Tr | IVV | Shares | $5.0M | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.7M | 7K |
| Amazon Com Inc | AMZN | Shares | $4.6M | 22K |
| Vanguard World Fd | VDC | Shares | $3.3M | 15K |
| Tesla Inc | TSLA | Shares | $3.2M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $3.1M | 11K |
| Abbvie Inc | ABBV | Shares | $2.9M | 13K |
| Vanguard Index Fds | VOO | Shares | $2.7M | 5K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $2.6M | 79K |
| Ishares Tr | IDV | Shares | $2.6M | 62K |
| Meta Platforms Inc | META | Shares | $2.5M | 4K |
| Schwab Strategic Tr | SCHD | Shares | $2.5M | 80K |
| Ishares Tr | IYW | Shares | $2.3M | 13K |
| Asml Hldg Nv | Shares | $2.3M | 2K | |
| Mercadolibre Inc | MELI | Shares | $2.3M | 1K |
| Shopify Inc | SHOP | Shares | $2.2M | 19K |
| Capital Group Growth Etf | CGGR | Shares | $2.2M | 54K |
| 3M Co | MMM | Shares | $2.0M | 14K |
| Invesco Qqq Tr | QQQ | Shares | $2.0M | 3K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| Fidelity Covington Trust | FENY | Shares | $1.9M | 57K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.8M | 35K |
| Ishares Tr | IWF | Shares | $1.7M | 4K |
| Micron Technology Inc | MU | Shares | $1.7M | 5K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $1.6M | 34K |
| Vanguard Index Fds | VTV | Shares | $1.5M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.3M | 21K |
| Amgen Inc | AMGN | Shares | $1.3M | 4K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Schwab Strategic Tr | FNDF | Shares | $1.2M | 24K |
| Unitedhealth Group Inc | UNH | Shares | $1.2M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Gilead Sciences Inc | GILD | Shares | $1.1M | 8K |
| Sea Ltd | SE | Shares | $1.1M | 13K |
| Vanguard World Fd | VDE | Shares | $1.1M | 6K |
| Ishares Tr | IWM | Shares | $1.1M | 4K |
| Us Bancorp | USB | Shares | $1.0M | 20K |
| Vaneck Etf Trust | SMH | Shares | $1.0M | 3K |
| Vanguard Intl Equity Index F | VT | Shares | $925K | 7K |
| First Tr Exchange Traded Fd | TDIV | Shares | $921K | 10K |
| Ishares U S Etf Tr | IETC | Shares | $914K | 10K |
| Vanguard World Fd | VHT | Shares | $904K | 3K |
| Ishares Tr | EFV | Shares | $899K | 12K |
| Abbott Laboratories | ABT | Shares | $880K | 9K |
| Capital Group Dividend Value | CGDV | Shares | $851K | 20K |
| Vanguard World Fd | VCR | Shares | $831K | 2K |
| Vanguard Index Fds | VNQ | Shares | $813K | 9K |
| Vanguard Index Fds | VTI | Shares | $791K | 2K |
| Ishares Tr | IFRA | Shares | $780K | 14K |
| Ishares Tr | IEFA | Shares | $764K | 8K |
| Ishares Tr | IMCB | Shares | $717K | 9K |
| Ishares Tr | EFG | Shares | $716K | 6K |
| Vanguard Index Fds | VUG | Shares | $687K | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $677K | 3K |
| Oracle Corp | ORCL | Shares | $667K | 5K |
| Ishares Tr | IJR | Shares | $629K | 5K |
| Vale S A | VALE | Shares | $628K | 39K |
| Home Depot Inc | HD | Shares | $623K | 2K |
| Ishares Tr | EFAV | Shares | $616K | 7K |
| Sempra | SRE | Shares | $599K | 6K |
| Eli Lilly & Co | LLY | Shares | $590K | 641 |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $576K | 22K |
| Hdfc Bank Ltd | HDB | Shares | $575K | 23K |
| Walmart Inc | WMT | Shares | $574K | 5K |
| Mastercard Incorporated | MA | Shares | $573K | 1K |
| Brookfield Corp | BN | Shares | $567K | 14K |
| Disney Walt Co | DIS | Shares | $557K | 6K |
| Fidelity Covington Trust | FELC | Shares | $549K | 15K |
| Nu Hldgs Ltd | Shares | $542K | 38K | |
| Ishares Inc | IEMG | Shares | $533K | 8K |
| Pfizer Inc | PFE | Shares | $522K | 19K |
| At&T Inc | T | Shares | $506K | 17K |
| Intuitive Surgical Inc | ISRG | Shares | $503K | 1K |
| General Mills Inc | GIS | Shares | $503K | 14K |
| Brookfield Infrastructure Co | BIPC | Shares | $501K | 13K |
| Advanced Micro Devices Inc | AMD | Shares | $500K | 2K |
| Ishares Tr | IJH | Shares | $486K | 7K |
| Ge Aerospace | GE | Shares | $482K | 2K |
| Ishares Tr | IGRO | Shares | $470K | 6K |
| Vanguard Intl Equity Index F | VWO | Shares | $467K | 9K |
| Target Corp | TGT | Shares | $466K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.