Filed: 5/11/2026ACC: 0002003287-26-000002
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 716 equity positions with a total reported market value of $358.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
716
Positions
$358.20M
Total AUM (reported)
3.22M
Total Shares
Allocation by class
COM$106.48M29.7%
HIGH DIV YLD$21.49M6.0%
SHS$20.37M5.7%
INF TECH ETF$19.49M5.4%
SPONSORED ADS$13.46M3.8%
INTL HIGH ETF$12.98M3.6%
S&P 500 GRWT ETF$11.19M3.1%
Portfolio Concentration
Top 3$59.95M16.7%
4–10$84.58M23.6%
11–25$89.08M24.9%
Rest$124.59M34.8%
Top 3 weight
16.7%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 3.22M
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
3.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole716
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings716
Rows:
VANGUARD WHITEHALL FDS
SOLEShares145.11K
TypeSH
Market value$21.49M
6.00%
Sole
0.00
Shared
0.00
None
145.11K
VANGUARD WORLD FD
SOLEShares27.94K
TypeSH
Market value$19.49M
5.44%
Sole
0.00
Shared
0.00
None
27.94K
MEDTRONIC PLC
SOLEShares218.91K
TypeSH
Market value$18.97M
5.30%
Sole
0.00
Shared
0.00
None
218.91K
APPLE INC
SOLEShares65.53K
TypeSH
Market value$16.63M
4.64%
Sole
0.00
Shared
0.00
None
65.53K
VANGUARD WHITEHALL FDS
SOLEShares137.70K
TypeSH
Market value$12.98M
3.62%
Sole
0.00
Shared
0.00
None
137.70K
MICROSOFT CORP
SOLEShares33.43K
TypeSH
Market value$12.37M
3.45%
Sole
0.00
Shared
0.00
None
33.43K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares33.20K
TypeSH
Market value$11.22M
3.13%
Sole
0.00
Shared
0.00
None
33.20K
ISHARES TR
SOLEShares98.95K
TypeSH
Market value$11.19M
3.12%
Sole
0.00
Shared
0.00
None
98.95K
ISHARES TR
SOLEShares74.83K
TypeSH
Market value$10.16M
2.84%
Sole
0.00
Shared
0.00
None
74.83K
BROADCOM INC
SOLEShares32.40K
TypeSH
Market value$10.03M
2.80%
Sole
0.00
Shared
0.00
None
32.40K
VANGUARD SPECIALIZED FUNDS
SOLEShares45.93K
TypeSH
Market value$9.88M
2.76%
Sole
0.00
Shared
0.00
None
45.93K
VANGUARD WHITEHALL FDS
SOLEShares110.43K
TypeSH
Market value$9.77M
2.73%
Sole
0.00
Shared
0.00
None
110.43K
BOSTON SCIENTIFIC CORP
SOLEShares134.57K
TypeSH
Market value$8.44M
2.36%
Sole
0.00
Shared
0.00
None
134.57K
ALPHABET INC
SOLEShares27.59K
TypeSH
Market value$7.92M
2.21%
Sole
0.00
Shared
0.00
None
27.59K
NVIDIA CORPORATION
SOLEShares45.08K
TypeSH
Market value$7.86M
2.19%
Sole
0.00
Shared
0.00
None
45.08K
FIDELITY COVINGTON TRUST
SOLEShares135.68K
TypeSH
Market value$7.10M
1.98%
Sole
0.00
Shared
0.00
None
135.68K
FIDELITY COVINGTON TRUST
SOLEShares29.12K
TypeSH
Market value$6.06M
1.69%
Sole
0.00
Shared
0.00
None
29.12K
ISHARES TR
SOLEShares75.18K
TypeSH
Market value$5.28M
1.47%
Sole
0.00
Shared
0.00
None
75.18K
ISHARES TR
SOLEShares7.68K
TypeSH
Market value$5.02M
1.40%
Sole
0.00
Shared
0.00
None
7.68K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.18K
TypeSH
Market value$4.67M
1.30%
Sole
0.00
Shared
0.00
None
7.18K
AMAZON COM INC
SOLEShares22.09K
TypeSH
Market value$4.60M
1.28%
Sole
0.00
Shared
0.00
None
22.09K
VANGUARD WORLD FD
SOLEShares14.58K
TypeSH
Market value$3.27M
0.91%
Sole
0.00
Shared
0.00
None
14.58K
TESLA INC
SOLEShares8.63K
TypeSH
Market value$3.21M
0.90%
Sole
0.00
Shared
0.00
None
8.63K
JPMORGAN CHASE & CO
SOLEShares10.64K
TypeSH
Market value$3.13M
0.87%
Sole
0.00
Shared
0.00
None
10.64K
ABBVIE INC
SOLEShares13.22K
TypeSH
Market value$2.87M
0.80%
Sole
0.00
Shared
0.00
None
13.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 145.11K | SH | $21.49M 6.00% | 0.00 | 0.00 | 145.11K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.94K | SH | $19.49M 5.44% | 0.00 | 0.00 | 27.94K |
MEDTRONIC PLCSOLE | SHS | 218.91K | SH | $18.97M 5.30% | 0.00 | 0.00 | 218.91K |
APPLE INCSOLE | COM | 65.53K | SH | $16.63M 4.64% | 0.00 | 0.00 | 65.53K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 137.70K | SH | $12.98M 3.62% | 0.00 | 0.00 | 137.70K |
MICROSOFT CORPSOLE | COM | 33.43K | SH | $12.37M 3.45% | 0.00 | 0.00 | 33.43K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 33.20K | SH | $11.22M 3.13% | 0.00 | 0.00 | 33.20K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 98.95K | SH | $11.19M 3.12% | 0.00 | 0.00 | 98.95K |
ISHARES TRSOLE | CORE HIGH DV ETF | 74.83K | SH | $10.16M 2.84% | 0.00 | 0.00 | 74.83K |
BROADCOM INCSOLE | COM | 32.40K | SH | $10.03M 2.80% | 0.00 | 0.00 | 32.40K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 45.93K | SH | $9.88M 2.76% | 0.00 | 0.00 | 45.93K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 110.43K | SH | $9.77M 2.73% | 0.00 | 0.00 | 110.43K |
BOSTON SCIENTIFIC CORPSOLE | COM | 134.57K | SH | $8.44M 2.36% | 0.00 | 0.00 | 134.57K |
ALPHABET INCSOLE | CAP STK CL C | 27.59K | SH | $7.92M 2.21% | 0.00 | 0.00 | 27.59K |
NVIDIA CORPORATIONSOLE | COM | 45.08K | SH | $7.86M 2.19% | 0.00 | 0.00 | 45.08K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 135.68K | SH | $7.10M 1.98% | 0.00 | 0.00 | 135.68K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 29.12K | SH | $6.06M 1.69% | 0.00 | 0.00 | 29.12K |
ISHARES TRSOLE | CORE DIV GRWTH | 75.18K | SH | $5.28M 1.47% | 0.00 | 0.00 | 75.18K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.68K | SH | $5.02M 1.40% | 0.00 | 0.00 | 7.68K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.18K | SH | $4.67M 1.30% | 0.00 | 0.00 | 7.18K |
AMAZON COM INCSOLE | COM | 22.09K | SH | $4.60M 1.28% | 0.00 | 0.00 | 22.09K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 14.58K | SH | $3.27M 0.91% | 0.00 | 0.00 | 14.58K |
TESLA INCSOLE | COM | 8.63K | SH | $3.21M 0.90% | 0.00 | 0.00 | 8.63K |
JPMORGAN CHASE & COSOLE | COM | 10.64K | SH | $3.13M 0.87% | 0.00 | 0.00 | 10.64K |
ABBVIE INCSOLE | COM | 13.22K | SH | $2.87M 0.80% | 0.00 | 0.00 | 13.22K |
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