Financial Perspectives, Inc Portfolio Stock Holdings
Financial Perspectives, Inc disclosed 716 stock positions valued at approximately $358.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD WORLD FD, and MEDTRONIC PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 716
- Portfolio Value
- $358.2M
Holdings by Sector
Financial Perspectives, Inc Portfolio Holdings in Q1 2026
679 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 6.00% | 145,107 | +795 | +0.55% | $21,490,329 |
| VANGUARD WORLD FD | VGT | Other | 5.44% | 27,938 | +135 | +0.49% | $19,493,039 |
| MEDTRONIC PLC | MDT | Other | 5.30% | 218,905 | +1,603 | +0.74% | $18,968,104 |
| APPLE INC | AAPL | Technology | 4.64% | 65,530 | +1,640 | +2.57% | $16,630,860 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 3.62% | 137,698 | +3,996 | +2.99% | $12,976,668 |
| MICROSOFT CORP | MSFT | Technology | 3.45% | 33,429 | +204 | +0.61% | $12,374,426 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.13% | 33,198 | -348 | -1.04% | $11,219,251 |
| ISHARES TR | IVW | Other | 3.12% | 98,946 | +244 | +0.25% | $11,191,794 |
| ISHARES TR | HDV | Other | 2.84% | 74,831 | +644 | +0.87% | $10,156,008 |
| BROADCOM INC | AVGO | Technology | 2.80% | 32,404 | -79 | -0.24% | $10,029,357 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.76% | 45,928 | +254 | +0.56% | $9,877,218 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.73% | 110,433 | +1,516 | +1.39% | $9,768,868 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 2.36% | 134,570 | -597 | -0.44% | $8,444,258 |
| ALPHABET INC | GOOG | Communication Services | 2.21% | 27,592 | -23 | -0.08% | $7,915,171 |
| NVIDIA CORPORATION | NVDA | Technology | 2.19% | 45,075 | +24 | +0.05% | $7,861,110 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 1.98% | 135,678 | +5,889 | +4.54% | $7,100,053 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 1.69% | 29,124 | +4 | +0.01% | $6,059,330 |
| ISHARES TR | DGRO | Other | 1.47% | 75,182 | +5,779 | +8.33% | $5,276,247 |
| ISHARES TR | IVV | Other | 1.40% | 7,685 | +200 | +2.67% | $5,019,599 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.30% | 7,182 | +70 | +0.98% | $4,671,025 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.28% | 22,088 | -93 | -0.42% | $4,600,268 |
| VANGUARD WORLD FD | VDC | Other | 0.91% | 14,576 | +422 | +2.98% | $3,273,627 |
| TESLA INC | TSLA | Consumer Cyclical | 0.90% | 8,627 | - | - | $3,207,041 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.87% | 10,643 | +99 | +0.94% | $3,130,660 |
| ABBVIE INC | ABBV | Healthcare | 0.80% | 13,217 | +3 | +0.02% | $2,874,549 |
| VANGUARD INDEX FDS | VOO | Other | 0.76% | 4,574 | +81 | +1.80% | $2,732,998 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.73% | 78,572 | +10,005 | +14.59% | $2,621,934 |
| ISHARES TR | IDV | Other | 0.73% | 61,509 | +987 | +1.63% | $2,617,805 |
| META PLATFORMS INC | META | Communication Services | 0.70% | 4,404 | +1 | +0.02% | $2,519,384 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.69% | 80,153 | +13,589 | +20.41% | $2,459,080 |
| ISHARES TR | IYW | Other | 0.65% | 12,924 | +128 | +1.00% | $2,344,656 |
| ASML HLDG NV | ASML | Other | 0.65% | 1,757 | -136 | -7.18% | $2,320,537 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.64% | 1,323 | - | - | $2,286,646 |
| SHOPIFY INC | SHOP | Technology | 0.62% | 18,858 | - | - | $2,236,936 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.61% | 54,333 | +2,376 | +4.57% | $2,183,640 |
| 3M CO | MMM | Industrials | 0.56% | 13,926 | +402 | +2.97% | $2,022,479 |
| INVESCO QQQ TR | QQQ | Other | 0.56% | 3,451 | +29 | +0.85% | $1,992,134 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.55% | 8,020 | -68 | -0.84% | $1,960,356 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.54% | 56,920 | +279 | +0.49% | $1,936,417 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.50% | 35,483 | -11,975 | -25.23% | $1,795,810 |
| ISHARES TR | IWF | Other | 0.47% | 3,915 | +274 | +7.53% | $1,669,358 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.46% | 4,909 | +648 | +15.21% | $1,658,437 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 0.46% | 33,553 | +37 | +0.11% | $1,635,039 |
| VANGUARD INDEX FDS | VTV | Other | 0.42% | 7,582 | +115 | +1.54% | $1,487,683 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 2,952 | -41 | -1.37% | $1,414,598 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.37% | 20,542 | +3,250 | +18.79% | $1,316,343 |
| AMGEN INC | AMGN | Healthcare | 0.36% | 3,667 | +5 | +0.14% | $1,290,241 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.35% | 1,252 | +55 | +4.59% | $1,247,731 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.33% | 24,230 | - | - | $1,185,574 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.32% | 4,283 | -9 | -0.21% | $1,159,047 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 3,937 | +19 | +0.48% | $1,131,992 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.31% | 8,055 | - | - | $1,122,606 |
| SEA LTD | SE | Consumer Cyclical | 0.31% | 13,274 | - | - | $1,099,234 |
| VANGUARD WORLD FD | VDE | Other | 0.30% | 6,235 | +12 | +0.19% | $1,078,863 |
| ISHARES TR | IWM | Other | 0.30% | 4,329 | +167 | +4.01% | $1,073,502 |
| US BANCORP | USB | Financial Services | 0.29% | 20,174 | -31 | -0.15% | $1,049,255 |
| VANECK ETF TRUST | SMH | Other | 0.29% | 2,694 | - | - | $1,032,880 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.26% | 6,690 | +774 | +13.08% | $925,366 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.26% | 9,836 | +5 | +0.05% | $921,214 |
| ISHARES U S ETF TR | IETC | Other | 0.26% | 10,346 | -513 | -4.72% | $914,346 |
| VANGUARD WORLD FD | VHT | Other | 0.25% | 3,320 | +1 | +0.03% | $904,260 |
| ISHARES TR | EFV | Other | 0.25% | 12,094 | +1,087 | +9.88% | $899,163 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.25% | 8,568 | - | - | $879,677 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.24% | 20,013 | +396 | +2.02% | $851,350 |
| VANGUARD WORLD FD | VCR | Other | 0.23% | 2,315 | +28 | +1.22% | $831,196 |
| VANGUARD INDEX FDS | VNQ | Other | 0.23% | 9,168 | +4 | +0.04% | $813,211 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 2,467 | +80 | +3.35% | $791,403 |
| ISHARES TR | IFRA | Other | 0.22% | 13,635 | - | - | $779,950 |
| ISHARES TR | IEFA | Other | 0.21% | 8,436 | +313 | +3.85% | $763,755 |
| ISHARES TR | IMCB | Other | 0.20% | 8,591 | +555 | +6.91% | $716,762 |
| ISHARES TR | EFG | Other | 0.20% | 6,426 | +565 | +9.64% | $715,717 |
| VANGUARD INDEX FDS | VUG | Other | 0.19% | 1,573 | - | - | $687,150 |
| HONEYWELL INTL INC | HON | Industrials | 0.19% | 2,997 | +147 | +5.16% | $677,440 |
| ORACLE CORP | ORCL | Technology | 0.19% | 4,533 | - | - | $666,912 |
| ISHARES TR | IJR | Other | 0.18% | 5,060 | +148 | +3.01% | $629,012 |
| VALE S A | VALE | Basic Materials | 0.18% | 39,456 | +140 | +0.36% | $627,748 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 1,894 | +136 | +7.74% | $622,799 |
| ISHARES TR | EFAV | Other | 0.17% | 6,745 | +2,099 | +45.18% | $616,318 |
| SEMPRA | SRE | Utilities | 0.17% | 6,162 | +4 | +0.06% | $598,746 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 641 | -4 | -0.62% | $589,573 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.16% | 21,944 | +892 | +4.24% | $576,262 |
| HDFC BANK LTD | HDB | Financial Services | 0.16% | 23,119 | - | - | $575,201 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 4,618 | +450 | +10.80% | $573,878 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.16% | 1,147 | - | - | $572,934 |
| BROOKFIELD CORP | BN | Financial Services | 0.16% | 14,014 | +1 | +0.01% | $567,128 |
| DISNEY WALT CO | DIS | Communication Services | 0.16% | 5,779 | +201 | +3.60% | $556,988 |
| FIDELITY COVINGTON TRUST | FELC | Other | 0.15% | 15,150 | +468 | +3.19% | $549,476 |
| NU HLDGS LTD | G6683N103 | Other | 0.15% | 37,725 | - | - | $542,108 |
| ISHARES INC | IEMG | Other | 0.15% | 7,647 | -43 | -0.56% | $533,398 |
| PFIZER INC | PFE | Healthcare | 0.15% | 18,594 | +226 | +1.23% | $522,133 |
| AT&T INC | T | Communication Services | 0.14% | 17,442 | +166 | +0.96% | $505,653 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.14% | 1,091 | - | - | $502,940 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.14% | 13,507 | +23 | +0.17% | $502,729 |
| BROOKFIELD INFRASTRUCTURE CO | BIPC | Other | 0.14% | 12,667 | +6 | +0.05% | $500,615 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.14% | 2,456 | +14 | +0.57% | $499,624 |
| ISHARES TR | IJH | Other | 0.14% | 7,190 | +3 | +0.04% | $485,539 |
| GE AEROSPACE | GE | Industrials | 0.13% | 1,700 | - | - | $482,437 |
| ISHARES TR | IGRO | Other | 0.13% | 5,613 | +18 | +0.32% | $470,224 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.13% | 8,632 | +140 | +1.65% | $466,545 |
| TARGET CORP | TGT | Consumer Defensive | 0.13% | 3,847 | +50 | +1.32% | $466,299 |