Filed: 10/22/2025ACC: 0002003287-25-000006
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 724 equity positions with a total reported market value of $360.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
724
Positions
$360.63M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
COM$118.86M33.0%
SHS$22.13M6.1%
INF TECH ETF$20.64M5.7%
HIGH DIV YLD$20.23M5.6%
SPONSORED ADS$11.67M3.2%
S&P 500 GRWT ETF$11.51M3.2%
INTL HIGH ETF$10.53M2.9%
Portfolio Concentration
Top 3$61.53M17.1%
4–10$89.66M24.9%
11–25$87.79M24.3%
Rest$121.65M33.7%
Top 3 weight
17.1%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 3.10M
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
3.10M
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
SOLEShares216.94K
TypeSH
Market value$20.66M
5.73%
Sole
0.00
Shared
0.00
None
216.94K
VANGUARD WORLD FD
SOLEShares27.64K
TypeSH
Market value$20.64M
5.72%
Sole
0.00
Shared
0.00
None
27.64K
VANGUARD WHITEHALL FDS
SOLEShares143.53K
TypeSH
Market value$20.23M
5.61%
Sole
0.00
Shared
0.00
None
143.53K
MICROSOFT CORP
SOLEShares33.25K
TypeSH
Market value$17.22M
4.78%
Sole
0.00
Shared
0.00
None
33.25K
APPLE INC
SOLEShares63.97K
TypeSH
Market value$16.29M
4.52%
Sole
0.00
Shared
0.00
None
63.97K
BOSTON SCIENTIFIC CORP
SOLEShares136.17K
TypeSH
Market value$13.29M
3.69%
Sole
0.00
Shared
0.00
None
136.17K
ISHARES TR
SOLEShares95.30K
TypeSH
Market value$11.51M
3.19%
Sole
0.00
Shared
0.00
None
95.30K
BROADCOM INC
SOLEShares32.87K
TypeSH
Market value$10.84M
3.01%
Sole
0.00
Shared
0.00
None
32.87K
VANGUARD WHITEHALL FDS
SOLEShares124.30K
TypeSH
Market value$10.53M
2.92%
Sole
0.00
Shared
0.00
None
124.30K
VANGUARD SPECIALIZED FUNDS
SOLEShares46.23K
TypeSH
Market value$9.98M
2.77%
Sole
0.00
Shared
0.00
None
46.23K
VANGUARD WHITEHALL FDS
SOLEShares106.66K
TypeSH
Market value$9.55M
2.65%
Sole
0.00
Shared
0.00
None
106.66K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares33.79K
TypeSH
Market value$9.44M
2.62%
Sole
0.00
Shared
0.00
None
33.79K
ISHARES TR
SOLEShares73.11K
TypeSH
Market value$8.95M
2.48%
Sole
0.00
Shared
0.00
None
73.11K
NVIDIA CORPORATION
SOLEShares45.20K
TypeSH
Market value$8.43M
2.34%
Sole
0.00
Shared
0.00
None
45.20K
ALPHABET INC
SOLEShares27.85K
TypeSH
Market value$6.78M
1.88%
Sole
0.00
Shared
0.00
None
27.85K
FIDELITY COVINGTON TRUST
SOLEShares28.52K
TypeSH
Market value$6.34M
1.76%
Sole
0.00
Shared
0.00
None
28.52K
FIDELITY COVINGTON TRUST
SOLEShares122.77K
TypeSH
Market value$6.12M
1.70%
Sole
0.00
Shared
0.00
None
122.77K
AMAZON COM INC
SOLEShares22.18K
TypeSH
Market value$4.87M
1.35%
Sole
0.00
Shared
0.00
None
22.18K
SPDR S&P 500 ETF TR
SOLEShares7.06K
TypeSH
Market value$4.70M
1.30%
Sole
0.00
Shared
0.00
None
7.06K
ISHARES TR
SOLEShares6.89K
TypeSH
Market value$4.61M
1.28%
Sole
0.00
Shared
0.00
None
6.89K
ISHARES TR
SOLEShares65.72K
TypeSH
Market value$4.47M
1.24%
Sole
0.00
Shared
0.00
None
65.72K
TESLA INC
SOLEShares8.24K
TypeSH
Market value$3.66M
1.02%
Sole
0.00
Shared
0.00
None
8.24K
META PLATFORMS INC
SOLEShares4.68K
TypeSH
Market value$3.44M
0.95%
Sole
0.00
Shared
0.00
None
4.68K
JPMORGAN CHASE & CO.
SOLEShares10.54K
TypeSH
Market value$3.33M
0.92%
Sole
0.00
Shared
0.00
None
10.54K
MERCADOLIBRE INC
SOLEShares1.32K
TypeSH
Market value$3.09M
0.86%
Sole
0.00
Shared
0.00
None
1.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLCSOLE | SHS | 216.94K | SH | $20.66M 5.73% | 0.00 | 0.00 | 216.94K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.64K | SH | $20.64M 5.72% | 0.00 | 0.00 | 27.64K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 143.53K | SH | $20.23M 5.61% | 0.00 | 0.00 | 143.53K |
MICROSOFT CORPSOLE | COM | 33.25K | SH | $17.22M 4.78% | 0.00 | 0.00 | 33.25K |
APPLE INCSOLE | COM | 63.97K | SH | $16.29M 4.52% | 0.00 | 0.00 | 63.97K |
BOSTON SCIENTIFIC CORPSOLE | COM | 136.17K | SH | $13.29M 3.69% | 0.00 | 0.00 | 136.17K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 95.30K | SH | $11.51M 3.19% | 0.00 | 0.00 | 95.30K |
BROADCOM INCSOLE | COM | 32.87K | SH | $10.84M 3.01% | 0.00 | 0.00 | 32.87K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 124.30K | SH | $10.53M 2.92% | 0.00 | 0.00 | 124.30K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 46.23K | SH | $9.98M 2.77% | 0.00 | 0.00 | 46.23K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 106.66K | SH | $9.55M 2.65% | 0.00 | 0.00 | 106.66K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 33.79K | SH | $9.44M 2.62% | 0.00 | 0.00 | 33.79K |
ISHARES TRSOLE | CORE HIGH DV ETF | 73.11K | SH | $8.95M 2.48% | 0.00 | 0.00 | 73.11K |
NVIDIA CORPORATIONSOLE | COM | 45.20K | SH | $8.43M 2.34% | 0.00 | 0.00 | 45.20K |
ALPHABET INCSOLE | CAP STK CL C | 27.85K | SH | $6.78M 1.88% | 0.00 | 0.00 | 27.85K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 28.52K | SH | $6.34M 1.76% | 0.00 | 0.00 | 28.52K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 122.77K | SH | $6.12M 1.70% | 0.00 | 0.00 | 122.77K |
AMAZON COM INCSOLE | COM | 22.18K | SH | $4.87M 1.35% | 0.00 | 0.00 | 22.18K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.06K | SH | $4.70M 1.30% | 0.00 | 0.00 | 7.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.89K | SH | $4.61M 1.28% | 0.00 | 0.00 | 6.89K |
ISHARES TRSOLE | CORE DIV GRWTH | 65.72K | SH | $4.47M 1.24% | 0.00 | 0.00 | 65.72K |
TESLA INCSOLE | COM | 8.24K | SH | $3.66M 1.02% | 0.00 | 0.00 | 8.24K |
META PLATFORMS INCSOLE | CL A | 4.68K | SH | $3.44M 0.95% | 0.00 | 0.00 | 4.68K |
JPMORGAN CHASE & CO.SOLE | COM | 10.54K | SH | $3.33M 0.92% | 0.00 | 0.00 | 10.54K |
MERCADOLIBRE INCSOLE | COM | 1.32K | SH | $3.09M 0.86% | 0.00 | 0.00 | 1.32K |
Page 1 of 29
…