Filed: 7/30/2025ACC: 0002003287-25-000004
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 724 equity positions with a total reported market value of $330.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
724
Positions
$330.79M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$108.97M32.9%
SHS$20.37M6.2%
INF TECH ETF$18.97M5.7%
HIGH DIV YLD$18.69M5.6%
S&P 500 GRWT ETF$10.42M3.2%
SPONSORED ADS$10.00M3.0%
INTL HIGH ETF$9.62M2.9%
Portfolio Concentration
Top 3$56.74M17.2%
4–10$83.44M25.2%
11–25$79.59M24.1%
Rest$111.03M33.6%
Top 3 weight
17.2%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 3.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole724
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings724
Rows:
MEDTRONIC PLC
SOLEShares218.92K
TypeSH
Market value$19.08M
5.77%
Sole
0.00
Shared
0.00
None
218.92K
VANGUARD WORLD FD
SOLEShares28.60K
TypeSH
Market value$18.97M
5.74%
Sole
0.00
Shared
0.00
None
28.60K
VANGUARD WHITEHALL FDS
SOLEShares140.18K
TypeSH
Market value$18.69M
5.65%
Sole
0.00
Shared
0.00
None
140.18K
MICROSOFT CORP
SOLEShares33.66K
TypeSH
Market value$16.74M
5.06%
Sole
0.00
Shared
0.00
None
33.66K
BOSTON SCIENTIFIC CORP
SOLEShares134.15K
TypeSH
Market value$14.41M
4.36%
Sole
0.00
Shared
0.00
None
134.15K
APPLE INC
SOLEShares65.04K
TypeSH
Market value$13.34M
4.03%
Sole
0.00
Shared
0.00
None
65.04K
ISHARES TR
SOLEShares94.66K
TypeSH
Market value$10.42M
3.15%
Sole
0.00
Shared
0.00
None
94.66K
VANGUARD WHITEHALL FDS
SOLEShares120.12K
TypeSH
Market value$9.62M
2.91%
Sole
0.00
Shared
0.00
None
120.12K
VANGUARD WHITEHALL FDS
SOLEShares104.91K
TypeSH
Market value$9.45M
2.86%
Sole
0.00
Shared
0.00
None
104.91K
VANGUARD SPECIALIZED FUNDS
SOLEShares46.12K
TypeSH
Market value$9.44M
2.85%
Sole
0.00
Shared
0.00
None
46.12K
BROADCOM INC
SOLEShares33.04K
TypeSH
Market value$9.11M
2.75%
Sole
0.00
Shared
0.00
None
33.04K
ISHARES TR
SOLEShares71.85K
TypeSH
Market value$8.42M
2.55%
Sole
0.00
Shared
0.00
None
71.85K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.51K
TypeSH
Market value$8.04M
2.43%
Sole
0.00
Shared
0.00
None
35.51K
NVIDIA CORPORATION
SOLEShares45.78K
TypeSH
Market value$7.23M
2.19%
Sole
0.00
Shared
0.00
None
45.78K
FIDELITY COVINGTON TRUST
SOLEShares119.75K
TypeSH
Market value$6.13M
1.85%
Sole
0.00
Shared
0.00
None
119.75K
FIDELITY COVINGTON TRUST
SOLEShares28.45K
TypeSH
Market value$5.61M
1.70%
Sole
0.00
Shared
0.00
None
28.45K
ALPHABET INC
SOLEShares28.17K
TypeSH
Market value$5.00M
1.51%
Sole
0.00
Shared
0.00
None
28.17K
AMAZON COM INC
SOLEShares22.56K
TypeSH
Market value$4.95M
1.50%
Sole
0.00
Shared
0.00
None
22.56K
SPDR S&P 500 ETF TR
SOLEShares7.14K
TypeSH
Market value$4.41M
1.33%
Sole
0.00
Shared
0.00
None
7.14K
ISHARES TR
SOLEShares6.95K
TypeSH
Market value$4.31M
1.30%
Sole
0.00
Shared
0.00
None
6.95K
ISHARES TR
SOLEShares62.14K
TypeSH
Market value$3.97M
1.20%
Sole
0.00
Shared
0.00
None
62.14K
MERCADOLIBRE INC
SOLEShares1.32K
TypeSH
Market value$3.46M
1.04%
Sole
0.00
Shared
0.00
None
1.32K
META PLATFORMS INC
SOLEShares4.48K
TypeSH
Market value$3.31M
1.00%
Sole
0.00
Shared
0.00
None
4.48K
VANGUARD WORLD FD
SOLEShares12.89K
TypeSH
Market value$2.82M
0.85%
Sole
0.00
Shared
0.00
None
12.89K
JPMORGAN CHASE & CO.
SOLEShares9.72K
TypeSH
Market value$2.82M
0.85%
Sole
0.00
Shared
0.00
None
9.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLCSOLE | SHS | 218.92K | SH | $19.08M 5.77% | 0.00 | 0.00 | 218.92K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 28.60K | SH | $18.97M 5.74% | 0.00 | 0.00 | 28.60K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 140.18K | SH | $18.69M 5.65% | 0.00 | 0.00 | 140.18K |
MICROSOFT CORPSOLE | COM | 33.66K | SH | $16.74M 5.06% | 0.00 | 0.00 | 33.66K |
BOSTON SCIENTIFIC CORPSOLE | COM | 134.15K | SH | $14.41M 4.36% | 0.00 | 0.00 | 134.15K |
APPLE INCSOLE | COM | 65.04K | SH | $13.34M 4.03% | 0.00 | 0.00 | 65.04K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 94.66K | SH | $10.42M 3.15% | 0.00 | 0.00 | 94.66K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 120.12K | SH | $9.62M 2.91% | 0.00 | 0.00 | 120.12K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 104.91K | SH | $9.45M 2.86% | 0.00 | 0.00 | 104.91K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 46.12K | SH | $9.44M 2.85% | 0.00 | 0.00 | 46.12K |
BROADCOM INCSOLE | COM | 33.04K | SH | $9.11M 2.75% | 0.00 | 0.00 | 33.04K |
ISHARES TRSOLE | CORE HIGH DV ETF | 71.85K | SH | $8.42M 2.55% | 0.00 | 0.00 | 71.85K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.51K | SH | $8.04M 2.43% | 0.00 | 0.00 | 35.51K |
NVIDIA CORPORATIONSOLE | COM | 45.78K | SH | $7.23M 2.19% | 0.00 | 0.00 | 45.78K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 119.75K | SH | $6.13M 1.85% | 0.00 | 0.00 | 119.75K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 28.45K | SH | $5.61M 1.70% | 0.00 | 0.00 | 28.45K |
ALPHABET INCSOLE | CAP STK CL C | 28.17K | SH | $5.00M 1.51% | 0.00 | 0.00 | 28.17K |
AMAZON COM INCSOLE | COM | 22.56K | SH | $4.95M 1.50% | 0.00 | 0.00 | 22.56K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.14K | SH | $4.41M 1.33% | 0.00 | 0.00 | 7.14K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.95K | SH | $4.31M 1.30% | 0.00 | 0.00 | 6.95K |
ISHARES TRSOLE | CORE DIV GRWTH | 62.14K | SH | $3.97M 1.20% | 0.00 | 0.00 | 62.14K |
MERCADOLIBRE INCSOLE | COM | 1.32K | SH | $3.46M 1.04% | 0.00 | 0.00 | 1.32K |
META PLATFORMS INCSOLE | CL A | 4.48K | SH | $3.31M 1.00% | 0.00 | 0.00 | 4.48K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 12.89K | SH | $2.82M 0.85% | 0.00 | 0.00 | 12.89K |
JPMORGAN CHASE & CO.SOLE | COM | 9.72K | SH | $2.82M 0.85% | 0.00 | 0.00 | 9.72K |
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