Filed: 1/28/2026ACC: 0002003287-26-000001
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 714 equity positions with a total reported market value of $371.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
714
Positions
$371.18M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COM$117.89M31.8%
SHS$22.39M6.0%
INF TECH ETF$20.96M5.6%
HIGH DIV YLD$20.71M5.6%
SPONSORED ADS$12.67M3.4%
S&P 500 GRWT ETF$12.17M3.3%
INTL HIGH ETF$12.03M3.2%
Portfolio Concentration
Top 3$62.54M16.8%
4–10$91.96M24.8%
11–25$92.26M24.9%
Rest$124.42M33.5%
Top 3 weight
16.8%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 3.15M
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
3.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole714
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings714
Rows:
VANGUARD WORLD FD
SOLEShares27.80K
TypeSH
Market value$20.96M
5.65%
Sole
0.00
Shared
0.00
None
27.80K
MEDTRONIC PLC
SOLEShares217.30K
TypeSH
Market value$20.87M
5.62%
Sole
0.00
Shared
0.00
None
217.30K
VANGUARD WHITEHALL FDS
SOLEShares144.31K
TypeSH
Market value$20.71M
5.58%
Sole
0.00
Shared
0.00
None
144.31K
APPLE INC
SOLEShares63.89K
TypeSH
Market value$17.37M
4.68%
Sole
0.00
Shared
0.00
None
63.89K
MICROSOFT CORP
SOLEShares33.23K
TypeSH
Market value$16.07M
4.33%
Sole
0.00
Shared
0.00
None
33.23K
BOSTON SCIENTIFIC CORP
SOLEShares135.17K
TypeSH
Market value$12.89M
3.47%
Sole
0.00
Shared
0.00
None
135.17K
ISHARES TR
SOLEShares98.70K
TypeSH
Market value$12.17M
3.28%
Sole
0.00
Shared
0.00
None
98.70K
VANGUARD WHITEHALL FDS
SOLEShares133.70K
TypeSH
Market value$12.03M
3.24%
Sole
0.00
Shared
0.00
None
133.70K
BROADCOM INC
SOLEShares32.48K
TypeSH
Market value$11.24M
3.03%
Sole
0.00
Shared
0.00
None
32.48K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares33.55K
TypeSH
Market value$10.19M
2.75%
Sole
0.00
Shared
0.00
None
33.55K
VANGUARD SPECIALIZED FUNDS
SOLEShares45.67K
TypeSH
Market value$10.04M
2.70%
Sole
0.00
Shared
0.00
None
45.67K
VANGUARD WHITEHALL FDS
SOLEShares108.92K
TypeSH
Market value$9.96M
2.68%
Sole
0.00
Shared
0.00
None
108.92K
ISHARES TR
SOLEShares74.19K
TypeSH
Market value$9.02M
2.43%
Sole
0.00
Shared
0.00
None
74.19K
ALPHABET INC
SOLEShares27.61K
TypeSH
Market value$8.67M
2.33%
Sole
0.00
Shared
0.00
None
27.61K
NVIDIA CORPORATION
SOLEShares45.05K
TypeSH
Market value$8.40M
2.26%
Sole
0.00
Shared
0.00
None
45.05K
FIDELITY COVINGTON TRUST
SOLEShares29.12K
TypeSH
Market value$6.54M
1.76%
Sole
0.00
Shared
0.00
None
29.12K
FIDELITY COVINGTON TRUST
SOLEShares129.79K
TypeSH
Market value$6.38M
1.72%
Sole
0.00
Shared
0.00
None
129.79K
ISHARES TR
SOLEShares7.49K
TypeSH
Market value$5.13M
1.38%
Sole
0.00
Shared
0.00
None
7.49K
AMAZON COM INC
SOLEShares22.18K
TypeSH
Market value$5.12M
1.38%
Sole
0.00
Shared
0.00
None
22.18K
SPDR S&P 500 ETF TR
SOLEShares7.11K
TypeSH
Market value$4.85M
1.31%
Sole
0.00
Shared
0.00
None
7.11K
ISHARES TR
SOLEShares69.40K
TypeSH
Market value$4.82M
1.30%
Sole
0.00
Shared
0.00
None
69.40K
TESLA INC
SOLEShares8.63K
TypeSH
Market value$3.88M
1.05%
Sole
0.00
Shared
0.00
None
8.63K
JPMORGAN CHASE & CO.
SOLEShares10.54K
TypeSH
Market value$3.40M
0.92%
Sole
0.00
Shared
0.00
None
10.54K
SHOPIFY INC
SOLEShares18.86K
TypeSH
Market value$3.04M
0.82%
Sole
0.00
Shared
0.00
None
18.86K
ABBVIE INC
SOLEShares13.21K
TypeSH
Market value$3.02M
0.81%
Sole
0.00
Shared
0.00
None
13.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.80K | SH | $20.96M 5.65% | 0.00 | 0.00 | 27.80K |
MEDTRONIC PLCSOLE | SHS | 217.30K | SH | $20.87M 5.62% | 0.00 | 0.00 | 217.30K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 144.31K | SH | $20.71M 5.58% | 0.00 | 0.00 | 144.31K |
APPLE INCSOLE | COM | 63.89K | SH | $17.37M 4.68% | 0.00 | 0.00 | 63.89K |
MICROSOFT CORPSOLE | COM | 33.23K | SH | $16.07M 4.33% | 0.00 | 0.00 | 33.23K |
BOSTON SCIENTIFIC CORPSOLE | COM | 135.17K | SH | $12.89M 3.47% | 0.00 | 0.00 | 135.17K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 98.70K | SH | $12.17M 3.28% | 0.00 | 0.00 | 98.70K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 133.70K | SH | $12.03M 3.24% | 0.00 | 0.00 | 133.70K |
BROADCOM INCSOLE | COM | 32.48K | SH | $11.24M 3.03% | 0.00 | 0.00 | 32.48K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 33.55K | SH | $10.19M 2.75% | 0.00 | 0.00 | 33.55K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 45.67K | SH | $10.04M 2.70% | 0.00 | 0.00 | 45.67K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 108.92K | SH | $9.96M 2.68% | 0.00 | 0.00 | 108.92K |
ISHARES TRSOLE | CORE HIGH DV ETF | 74.19K | SH | $9.02M 2.43% | 0.00 | 0.00 | 74.19K |
ALPHABET INCSOLE | CAP STK CL C | 27.61K | SH | $8.67M 2.33% | 0.00 | 0.00 | 27.61K |
NVIDIA CORPORATIONSOLE | COM | 45.05K | SH | $8.40M 2.26% | 0.00 | 0.00 | 45.05K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 29.12K | SH | $6.54M 1.76% | 0.00 | 0.00 | 29.12K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 129.79K | SH | $6.38M 1.72% | 0.00 | 0.00 | 129.79K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.49K | SH | $5.13M 1.38% | 0.00 | 0.00 | 7.49K |
AMAZON COM INCSOLE | COM | 22.18K | SH | $5.12M 1.38% | 0.00 | 0.00 | 22.18K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.11K | SH | $4.85M 1.31% | 0.00 | 0.00 | 7.11K |
ISHARES TRSOLE | CORE DIV GRWTH | 69.40K | SH | $4.82M 1.30% | 0.00 | 0.00 | 69.40K |
TESLA INCSOLE | COM | 8.63K | SH | $3.88M 1.05% | 0.00 | 0.00 | 8.63K |
JPMORGAN CHASE & CO.SOLE | COM | 10.54K | SH | $3.40M 0.92% | 0.00 | 0.00 | 10.54K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 18.86K | SH | $3.04M 0.82% | 0.00 | 0.00 | 18.86K |
ABBVIE INCSOLE | COM | 13.21K | SH | $3.02M 0.81% | 0.00 | 0.00 | 13.21K |
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