Financial Perspectives, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Financial Perspectives, Inc disclosed 699 stock positions valued at approximately $410.87M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WORLD FD, VANGUARD WHITEHALL FDS, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 699
- Portfolio Value
- $410.87M
Holdings by Sector
Financial Perspectives, Inc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 699 holdings in the latest reporting period.