Filed: 7/24/2026ACC: 0002003287-26-000003
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 728 equity positions with a total reported market value of $410.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
728
Positions
$410.87M
Total AUM (reported)
3.88M
Total Shares
Allocation by class
COM$120.10M29.2%
INF TECH ETF$26.72M6.5%
HIGH DIV YLD$23.23M5.7%
SHS$18.37M4.5%
SPONSORED ADS$17.74M4.3%
INTL HIGH ETF$14.10M3.4%
S&P 500 GRWT ETF$13.83M3.4%
Portfolio Concentration
Top 3$68.65M16.7%
4–10$95.27M23.2%
11–25$99.59M24.2%
Rest$147.35M35.9%
Top 3 weight
16.7%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 3.88M
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
3.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole728
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings728
Rows:
VANGUARD WORLD FD
SOLEShares223.58K
TypeSH
Market value$26.72M
6.50%
Sole
0.00
Shared
0.00
None
223.58K
VANGUARD WHITEHALL FDS
SOLEShares147K
TypeSH
Market value$23.23M
5.65%
Sole
0.00
Shared
0.00
None
147K
APPLE INC
SOLEShares64.61K
TypeSH
Market value$18.70M
4.55%
Sole
0.00
Shared
0.00
None
64.61K
MEDTRONIC PLC
SOLEShares212.22K
TypeSH
Market value$16.60M
4.04%
Sole
0.00
Shared
0.00
None
212.22K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares32.45K
TypeSH
Market value$15.50M
3.77%
Sole
0.00
Shared
0.00
None
32.45K
VANGUARD WHITEHALL FDS
SOLEShares143.60K
TypeSH
Market value$14.10M
3.43%
Sole
0.00
Shared
0.00
None
143.60K
ISHARES TR
SOLEShares100.58K
TypeSH
Market value$13.83M
3.37%
Sole
0.00
Shared
0.00
None
100.58K
MICROSOFT CORP
SOLEShares35.15K
TypeSH
Market value$13.11M
3.19%
Sole
0.00
Shared
0.00
None
35.15K
BROADCOM INC
SOLEShares30.50K
TypeSH
Market value$11.52M
2.80%
Sole
0.00
Shared
0.00
None
30.50K
VANGUARD SPECIALIZED FUNDS
SOLEShares44.83K
TypeSH
Market value$10.61M
2.58%
Sole
0.00
Shared
0.00
None
44.83K
ISHARES TR
SOLEShares374.19K
TypeSH
Market value$10.26M
2.50%
Sole
0.00
Shared
0.00
None
374.19K
VANGUARD WHITEHALL FDS
SOLEShares109.72K
TypeSH
Market value$10.25M
2.49%
Sole
0.00
Shared
0.00
None
109.72K
ALPHABET INC
SOLEShares28.62K
TypeSH
Market value$10.11M
2.46%
Sole
0.00
Shared
0.00
None
28.62K
NVIDIA CORPORATION
SOLEShares44.61K
TypeSH
Market value$8.93M
2.17%
Sole
0.00
Shared
0.00
None
44.61K
FIDELITY COVINGTON TRUST
SOLEShares29.20K
TypeSH
Market value$8.34M
2.03%
Sole
0.00
Shared
0.00
None
29.20K
FIDELITY COVINGTON TRUST
SOLEShares139.63K
TypeSH
Market value$7.34M
1.79%
Sole
0.00
Shared
0.00
None
139.63K
ISHARES TR
SOLEShares8.15K
TypeSH
Market value$6.10M
1.49%
Sole
0.00
Shared
0.00
None
8.15K
BOSTON SCIENTIFIC CORP
SOLEShares139.70K
TypeSH
Market value$5.96M
1.45%
Sole
0.00
Shared
0.00
None
139.70K
AMAZON COM INC
SOLEShares24.04K
TypeSH
Market value$5.73M
1.39%
Sole
0.00
Shared
0.00
None
24.04K
ISHARES TR
SOLEShares73.75K
TypeSH
Market value$5.59M
1.36%
Sole
0.00
Shared
0.00
None
73.75K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.24K
TypeSH
Market value$5.41M
1.32%
Sole
0.00
Shared
0.00
None
7.24K
MICRON TECHNOLOGY INC
SOLEShares3.64K
TypeSH
Market value$4.20M
1.02%
Sole
0.00
Shared
0.00
None
3.64K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares90.79K
TypeSH
Market value$3.84M
0.94%
Sole
0.00
Shared
0.00
None
90.79K
VANGUARD INDEX FDS
SOLEShares5.54K
TypeSH
Market value$3.80M
0.93%
Sole
0.00
Shared
0.00
None
5.54K
TESLA INC
SOLEShares8.88K
TypeSH
Market value$3.73M
0.91%
Sole
0.00
Shared
0.00
None
8.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | INF TECH ETF | 223.58K | SH | $26.72M 6.50% | 0.00 | 0.00 | 223.58K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 147K | SH | $23.23M 5.65% | 0.00 | 0.00 | 147K |
APPLE INCSOLE | COM | 64.61K | SH | $18.70M 4.55% | 0.00 | 0.00 | 64.61K |
MEDTRONIC PLCSOLE | SHS | 212.22K | SH | $16.60M 4.04% | 0.00 | 0.00 | 212.22K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 32.45K | SH | $15.50M 3.77% | 0.00 | 0.00 | 32.45K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 143.60K | SH | $14.10M 3.43% | 0.00 | 0.00 | 143.60K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 100.58K | SH | $13.83M 3.37% | 0.00 | 0.00 | 100.58K |
MICROSOFT CORPSOLE | COM | 35.15K | SH | $13.11M 3.19% | 0.00 | 0.00 | 35.15K |
BROADCOM INCSOLE | COM | 30.50K | SH | $11.52M 2.80% | 0.00 | 0.00 | 30.50K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.83K | SH | $10.61M 2.58% | 0.00 | 0.00 | 44.83K |
ISHARES TRSOLE | CORE HIGH DV ETF | 374.19K | SH | $10.26M 2.50% | 0.00 | 0.00 | 374.19K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 109.72K | SH | $10.25M 2.49% | 0.00 | 0.00 | 109.72K |
ALPHABET INCSOLE | CAP STK CL C | 28.62K | SH | $10.11M 2.46% | 0.00 | 0.00 | 28.62K |
NVIDIA CORPORATIONSOLE | COM | 44.61K | SH | $8.93M 2.17% | 0.00 | 0.00 | 44.61K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 29.20K | SH | $8.34M 2.03% | 0.00 | 0.00 | 29.20K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 139.63K | SH | $7.34M 1.79% | 0.00 | 0.00 | 139.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.15K | SH | $6.10M 1.49% | 0.00 | 0.00 | 8.15K |
BOSTON SCIENTIFIC CORPSOLE | COM | 139.70K | SH | $5.96M 1.45% | 0.00 | 0.00 | 139.70K |
AMAZON COM INCSOLE | COM | 24.04K | SH | $5.73M 1.39% | 0.00 | 0.00 | 24.04K |
ISHARES TRSOLE | CORE DIV GRWTH | 73.75K | SH | $5.59M 1.36% | 0.00 | 0.00 | 73.75K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.24K | SH | $5.41M 1.32% | 0.00 | 0.00 | 7.24K |
MICRON TECHNOLOGY INCSOLE | COM | 3.64K | SH | $4.20M 1.02% | 0.00 | 0.00 | 3.64K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREAT UNIT | 90.79K | SH | $3.84M 0.94% | 0.00 | 0.00 | 90.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.54K | SH | $3.80M 0.93% | 0.00 | 0.00 | 5.54K |
TESLA INCSOLE | COM | 8.88K | SH | $3.73M 0.91% | 0.00 | 0.00 | 8.88K |
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