Financial Perspectives, Inc Portfolio Stock Holdings
Financial Perspectives, Inc disclosed 728 stock positions valued at approximately $410.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, VANGUARD WHITEHALL FDS, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 728
- Portfolio Value
- $410.9M
Holdings by Sector
Financial Perspectives, Inc Portfolio Holdings in Q2 2026
681 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | VGT | Other | 6.50% | 223,584 | +195,646 | +700.29% | $26,722,816 |
| VANGUARD WHITEHALL FDS | VYM | Other | 5.65% | 147,002 | +1,895 | +1.31% | $23,230,787 |
| APPLE INC | AAPL | Technology | 4.55% | 64,612 | -918 | -1.40% | $18,696,038 |
| MEDTRONIC PLC | MDT | Other | 4.04% | 212,224 | -6,681 | -3.05% | $16,602,306 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.77% | 32,450 | -748 | -2.25% | $15,497,125 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 3.43% | 143,597 | +5,899 | +4.28% | $14,101,237 |
| ISHARES TR | IVW | Other | 3.37% | 100,576 | +1,630 | +1.65% | $13,832,182 |
| MICROSOFT CORP | MSFT | Technology | 3.19% | 35,154 | +1,725 | +5.16% | $13,112,985 |
| BROADCOM INC | AVGO | Technology | 2.80% | 30,495 | -1,909 | -5.89% | $11,519,635 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.58% | 44,829 | -1,099 | -2.39% | $10,607,463 |
| ISHARES TR | HDV | Other | 2.50% | 374,187 | +299,356 | +400.04% | $10,256,479 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.49% | 109,719 | -714 | -0.65% | $10,245,602 |
| ALPHABET INC | GOOG | Communication Services | 2.46% | 28,624 | +1,032 | +3.74% | $10,113,622 |
| NVIDIA CORPORATION | NVDA | Technology | 2.17% | 44,608 | -467 | -1.04% | $8,925,621 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 2.03% | 29,202 | +78 | +0.27% | $8,339,377 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 1.79% | 139,634 | +3,956 | +2.92% | $7,336,367 |
| ISHARES TR | IVV | Other | 1.49% | 8,149 | +464 | +6.04% | $6,102,766 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.45% | 139,697 | +5,127 | +3.81% | $5,962,261 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.39% | 24,039 | +1,951 | +8.83% | $5,729,455 |
| ISHARES TR | DGRO | Other | 1.36% | 73,747 | -1,435 | -1.91% | $5,589,316 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.32% | 7,238 | +56 | +0.78% | $5,405,000 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.02% | 3,642 | -1,267 | -25.81% | $4,204,150 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.94% | 90,788 | +12,216 | +15.55% | $3,843,039 |
| VANGUARD INDEX FDS | VOO | Other | 0.93% | 5,535 | +961 | +21.01% | $3,801,649 |
| TESLA INC | TSLA | Consumer Cyclical | 0.91% | 8,877 | +250 | +2.90% | $3,733,614 |
| ASML HLDG NV | ASML | Other | 0.85% | 1,757 | - | - | $3,495,510 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.85% | 10,646 | +3 | +0.03% | $3,484,779 |
| VANGUARD WORLD FD | VDC | Other | 0.81% | 14,815 | +239 | +1.64% | $3,340,620 |
| ABBVIE INC | ABBV | Healthcare | 0.81% | 13,220 | +3 | +0.02% | $3,326,595 |
| ISHARES TR | IYW | Other | 0.80% | 12,996 | +72 | +0.56% | $3,278,058 |
| META PLATFORMS INC | META | Communication Services | 0.78% | 5,703 | +1,299 | +29.50% | $3,212,367 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.75% | 1,806 | +483 | +36.51% | $3,064,655 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.75% | 96,608 | +16,455 | +20.53% | $3,063,433 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.65% | 56,715 | +2,382 | +4.38% | $2,676,944 |
| ISHARES TR | IDV | Other | 0.64% | 63,096 | +1,587 | +2.58% | $2,614,079 |
| SHOPIFY INC | SHOP | Technology | 0.63% | 22,676 | +3,818 | +20.25% | $2,589,146 |
| INVESCO QQQ TR | QQQ | Other | 0.62% | 3,448 | -3 | -0.09% | $2,539,472 |
| 3M CO | MMM | Industrials | 0.55% | 13,927 | +1 | +0.01% | $2,254,847 |
| ISHARES TR | IWF | Other | 0.50% | 16,577 | +12,662 | +323.42% | $2,058,363 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.50% | 8,020 | - | - | $2,036,861 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 0.48% | 49,700 | +16,147 | +48.12% | $1,963,137 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.44% | 35,565 | +82 | +0.23% | $1,798,529 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.43% | 4,284 | +1 | +0.02% | $1,780,650 |
| VANECK ETF TRUST | SMH | Other | 0.43% | 2,693 | -1 | -0.04% | $1,766,312 |
| VANGUARD INDEX FDS | VTV | Other | 0.41% | 7,758 | +176 | +2.32% | $1,690,785 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.41% | 56,604 | -316 | -0.56% | $1,673,209 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 3,015 | +63 | +2.13% | $1,508,676 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.36% | 20,632 | +90 | +0.44% | $1,470,042 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.35% | 2,451 | -5 | -0.20% | $1,423,810 |
| ALPHABET INC | GOOGL | Communication Services | 0.34% | 3,915 | -22 | -0.56% | $1,399,071 |
| ISHARES TR | IWM | Other | 0.33% | 4,520 | +191 | +4.41% | $1,358,060 |
| AMGEN INC | AMGN | Healthcare | 0.32% | 3,675 | +8 | +0.22% | $1,330,838 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.31% | 24,230 | - | - | $1,278,375 |
| SEA LTD | SE | Consumer Cyclical | 0.31% | 13,274 | - | - | $1,272,064 |
| US BANCORP | USB | Financial Services | 0.30% | 20,193 | +19 | +0.09% | $1,219,654 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.29% | 7,475 | +785 | +11.73% | $1,173,162 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.28% | 1,238 | -14 | -1.12% | $1,158,447 |
| VANGUARD INDEX FDS | VTI | Other | 0.27% | 3,045 | +578 | +23.43% | $1,126,701 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.27% | 9,801 | -35 | -0.36% | $1,125,949 |
| ISHARES U S ETF TR | IETC | Other | 0.27% | 10,433 | +87 | +0.84% | $1,119,994 |
| ISHARES TR | EFV | Other | 0.26% | 14,018 | +1,924 | +15.91% | $1,073,109 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.25% | 8,055 | - | - | $1,017,671 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.25% | 20,645 | +632 | +3.16% | $1,017,364 |
| VANGUARD WORLD FD | VHT | Other | 0.24% | 3,322 | +2 | +0.06% | $993,372 |
| VANGUARD WORLD FD | VCR | Other | 0.24% | 2,448 | +133 | +5.75% | $970,819 |
| VANGUARD WORLD FD | VDE | Other | 0.23% | 6,249 | +14 | +0.22% | $938,105 |
| ISHARES TR | IMCB | Other | 0.23% | 9,638 | +1,047 | +12.19% | $930,632 |
| ISHARES TR | EFG | Other | 0.22% | 7,312 | +886 | +13.79% | $909,773 |
| VANGUARD INDEX FDS | VNQ | Other | 0.22% | 9,171 | +3 | +0.03% | $884,397 |
| ISHARES TR | IFRA | Other | 0.21% | 13,635 | - | - | $859,581 |
| ISHARES TR | IEFA | Other | 0.21% | 8,872 | +436 | +5.17% | $856,885 |
| VANGUARD INDEX FDS | VUG | Other | 0.20% | 9,569 | +7,996 | +508.33% | $824,251 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.19% | 30,233 | +8,289 | +37.77% | $791,508 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.19% | 8,568 | - | - | $777,460 |
| ELI LILLY & CO | LLY | Healthcare | 0.19% | 641 | - | - | $768,835 |
| NU HLDGS LTD | G6683N103 | Other | 0.19% | 57,533 | +19,808 | +52.51% | $768,641 |
| UBIQUITI INC | UI | Technology | 0.18% | 1,409 | +1,203 | +583.98% | $752,462 |
| ISHARES TR | IJR | Other | 0.18% | 5,069 | +9 | +0.18% | $751,741 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.18% | 10,188 | +7,649 | +301.26% | $735,194 |
| INTEL CORP | INTC | Technology | 0.18% | 5,196 | -252 | -4.63% | $725,535 |
| CATERPILLAR INC | CAT | Industrials | 0.17% | 648 | - | - | $690,055 |
| ORACLE CORP | ORCL | Technology | 0.16% | 4,533 | - | - | $664,375 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 1,870 | -24 | -1.27% | $659,354 |
| FIDELITY COVINGTON TRUST | FELC | Other | 0.16% | 15,227 | +77 | +0.51% | $638,168 |
| ISHARES INC | IEMG | Other | 0.15% | 7,674 | +27 | +0.35% | $635,734 |
| FIDELITY COVINGTON TRUST | FESM | Other | 0.15% | 13,137 | +1,039 | +8.59% | $634,371 |
| GE AEROSPACE | GE | Industrials | 0.15% | 1,679 | -21 | -1.24% | $627,545 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 839 | - | - | $606,836 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.15% | 24,456 | +8,621 | +54.44% | $600,407 |
| HDFC BANK LTD | HDB | Financial Services | 0.15% | 23,119 | - | - | $597,164 |
| BROOKFIELD CORP | BN | Financial Services | 0.15% | 14,014 | - | - | $596,846 |
| ISHARES TR | KXI | Other | 0.15% | 8,822 | +3,189 | +56.61% | $595,778 |
| VALE S A | VALE | Basic Materials | 0.14% | 39,456 | - | - | $593,421 |
| ISHARES TR | EFAV | Other | 0.14% | 6,746 | +1 | +0.01% | $591,701 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.14% | 15,490 | +6,124 | +65.39% | $587,998 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.14% | 7,828 | - | - | $574,216 |
| SEMPRA | SRE | Utilities | 0.14% | 6,162 | - | - | $571,264 |
| DISNEY WALT CO | DIS | Communication Services | 0.14% | 5,779 | - | - | $556,237 |
| ISHARES TR | IJH | Other | 0.14% | 7,194 | +4 | +0.06% | $554,693 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.13% | 11,256 | - | - | $539,589 |