Financial Perspectives, Inc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Financial Perspectives, Inc disclosed 722 stock positions valued at approximately $430.73M as of quarter-end September 30, 2026. The largest holdings include VANGUARD WORLD FD, VANGUARD WHITEHALL FDS, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 722
- Portfolio Value
- $430.73M
Holdings by Sector
Financial Perspectives, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | VGT | Other | 6.48% | 222,054 | -1,530 | -0.68% | $27,905,518 |
| VANGUARD WHITEHALL FDS | VYM | Other | 5.41% | 150,139 | +3,137 | +2.13% | $23,301,640 |
| APPLE INC | AAPL | Technology | 4.95% | 63,991 | -621 | -0.96% | $21,310,392 |
| MICROSOFT CORP | MSFT | Technology | 4.17% | 35,053 | -101 | -0.29% | $17,978,570 |
| MEDTRONIC PLC | MDT | Healthcare | 4.13% | 206,170 | -6,054 | -2.85% | $17,790,385 |
| ISHARES TR | IVW | Other | 3.45% | 104,510 | +3,934 | +3.91% | $14,867,621 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 3.44% | 146,520 | +2,923 | +2.04% | $14,817,604 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.42% | 32,329 | -121 | -0.37% | $14,748,142 |
| BROADCOM INC | AVGO | Technology | 2.48% | 30,420 | -75 | -0.25% | $10,683,330 |
| NVIDIA CORPORATION | NVDA | Technology | 2.39% | 45,109 | +501 | +1.12% | $10,302,000 |
| ISHARES TR | HDV | Other | 2.38% | 366,696 | -7,491 | -2.00% | $10,252,825 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.37% | 43,842 | -987 | -2.20% | $10,228,829 |
| ALPHABET INC | GOOG | Communication Services | 2.32% | 29,297 | +673 | +2.35% | $9,982,755 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.28% | 103,928 | -5,791 | -5.28% | $9,812,840 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 2.06% | 29,507 | +305 | +1.04% | $8,853,730 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 1.70% | 144,092 | +4,458 | +3.19% | $7,325,630 |
| ISHARES TR | IVV | Other | 1.58% | 8,873 | +724 | +8.88% | $6,795,111 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.49% | 146,886 | +7,189 | +5.15% | $6,411,567 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.43% | 24,686 | +647 | +2.69% | $6,150,517 |
| ISHARES TR | DGRO | Other | 1.32% | 75,559 | +1,812 | +2.46% | $5,696,384 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.28% | 7,242 | +4 | +0.06% | $5,522,608 |
| META PLATFORMS INC | META | Communication Services | 1.08% | 6,438 | +735 | +12.89% | $4,668,850 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.93% | 3,747 | +105 | +2.88% | $3,991,362 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.89% | 96,322 | +5,534 | +6.10% | $3,831,673 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.86% | 114,218 | +17,610 | +18.23% | $3,715,522 |
| VANGUARD INDEX FDS | VOO | Other | 0.85% | 5,215 | -320 | -5.78% | $3,654,845 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.82% | 10,614 | -32 | -0.30% | $3,511,449 |
| ISHARES TR | IYW | Other | 0.80% | 12,993 | -3 | -0.02% | $3,441,732 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.79% | 1,971 | +165 | +9.14% | $3,406,086 |
| VANGUARD WORLD FD | VDC | Other | 0.79% | 15,572 | +757 | +5.11% | $3,397,868 |
Showing 30 of 722 holdings in the latest reporting period.