Holders — by stockHoldings — by fund
Financial Perspectives, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2003287
$410.9M
disclosed book value
728
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 100 of 728 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VGTVANGUARD WORLD FD | 223,584 | $26.7M | 6.5% |
| 2 | VYMVANGUARD WHITEHALL FDS | 147,002 | $23.2M | 5.7% |
| 3 | AAPLAPPLE INC | 64,612 | $18.7M | 4.6% |
| 4 | MEDTRONIC PLC | 212,224 | $16.6M | 4% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 32,450 | $15.5M | 3.8% |
| 6 | VYMIVANGUARD WHITEHALL FDS | 143,597 | $14.1M | 3.4% |
| 7 | IVWISHARES TR | 100,576 | $13.8M | 3.4% |
| 8 | MSFTMICROSOFT CORP | 35,154 | $13.1M | 3.2% |
| 9 | AVGOBROADCOM INC | 30,495 | $11.5M | 2.8% |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 44,829 | $10.6M | 2.6% |
| 11 | HDVISHARES TR | 374,187 | $10.3M | 2.5% |
| 12 | VIGIVANGUARD WHITEHALL FDS | 109,719 | $10.2M | 2.5% |
| 13 | GOOGALPHABET INC | 28,624 | $10.1M | 2.5% |
| 14 | NVDANVIDIA CORPORATION | 44,608 | $8.9M | 2.2% |
| 15 | FTECFIDELITY COVINGTON TRUST | 29,202 | $8.3M | 2% |
| 16 | FSTAFIDELITY COVINGTON TRUST | 139,634 | $7.3M | 1.8% |
| 17 | IVVISHARES TR | 8,149 | $6.1M | 1.5% |
| 18 | BSXBOSTON SCIENTIFIC CORP | 139,697 | $6.0M | 1.5% |
| 19 | AMZNAMAZON COM INC | 24,039 | $5.7M | 1.4% |
| 20 | DGROISHARES TR | 73,747 | $5.6M | 1.4% |
| 21 | SPYSTATE STR SPDR S&P 500 ETF T | 7,238 | $5.4M | 1.3% |
| 22 | MUMICRON TECHNOLOGY INC | 3,642 | $4.2M | 1% |
| 23 | CGGOCAPITAL GROUP GBL GROWTH EQT | 90,788 | $3.8M | 0.9% |
| 24 | VOOVANGUARD INDEX FDS | 5,535 | $3.8M | 0.9% |
| 25 | TSLATESLA INC | 8,877 | $3.7M | 0.9% |
| 26 | ASML HLDG NV | 1,757 | $3.5M | 0.9% |
| 27 | JPMJPMORGAN CHASE & CO | 10,646 | $3.5M | 0.8% |
| 28 | VDCVANGUARD WORLD FD | 14,815 | $3.3M | 0.8% |
| 29 | ABBVABBVIE INC | 13,220 | $3.3M | 0.8% |
| 30 | IYWISHARES TR | 12,996 | $3.3M | 0.8% |
| 31 | METAMETA PLATFORMS INC | 5,703 | $3.2M | 0.8% |
| 32 | MELIMERCADOLIBRE INC | 1,806 | $3.1M | 0.7% |
| 33 | SCHDSCHWAB STRATEGIC TR | 96,608 | $3.1M | 0.7% |
| 34 | CGGRCAPITAL GROUP GROWTH ETF | 56,715 | $2.7M | 0.7% |
| 35 | IDVISHARES TR | 63,096 | $2.6M | 0.6% |
| 36 | SHOPSHOPIFY INC | 22,676 | $2.6M | 0.6% |
| 37 | QQQINVESCO QQQ TR | 3,448 | $2.5M | 0.6% |
| 38 | MMM3M CO | 13,927 | $2.3M | 0.5% |
| 39 | IWFISHARES TR | 16,577 | $2.1M | 0.5% |
| 40 | JNJJOHNSON & JOHNSON | 8,020 | $2.0M | 0.5% |
| 41 | CNQCANADIAN NAT RES LTD MED TER | 49,700 | $2.0M | 0.5% |
| 42 | JPSTJ P MORGAN EXCHANGE TRADED F | 35,565 | $1.8M | 0.4% |
| 43 | UNHUNITEDHEALTH GROUP INC | 4,284 | $1.8M | 0.4% |
| 44 | SMHVANECK ETF TRUST | 2,693 | $1.8M | 0.4% |
| 45 | VTVVANGUARD INDEX FDS | 7,758 | $1.7M | 0.4% |
| 46 | FIDELITY COVINGTON TRUST | 56,604 | $1.7M | 0.4% |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,015 | $1.5M | 0.4% |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 20,632 | $1.5M | 0.4% |
| 49 | AMDADVANCED MICRO DEVICES INC | 2,451 | $1.4M | 0.3% |
| 50 | GOOGLALPHABET INC | 3,915 | $1.4M | 0.3% |
| 51 | IWMISHARES TR | 4,520 | $1.4M | 0.3% |
| 52 | AMGNAMGEN INC | 3,675 | $1.3M | 0.3% |
| 53 | FNDFSCHWAB STRATEGIC TR | 24,230 | $1.3M | 0.3% |
| 54 | SESEA LTD | 13,274 | $1.3M | 0.3% |
| 55 | USBUS BANCORP | 20,193 | $1.2M | 0.3% |
| 56 | VTVANGUARD INTL EQUITY INDEX F | 7,475 | $1.2M | 0.3% |
| 57 | COSTCOSTCO WHOLESALE CORPORATION | 1,238 | $1.2M | 0.3% |
| 58 | VTIVANGUARD INDEX FDS | 3,045 | $1.1M | 0.3% |
| 59 | TDIVFIRST TR EXCHANGE TRADED FD | 9,801 | $1.1M | 0.3% |
| 60 | ISHARES U S ETF TR | 10,433 | $1.1M | 0.3% |
| 61 | EFVISHARES TR | 14,018 | $1.1M | 0.3% |
| 62 | GILDGILEAD SCIENCES INC | 8,055 | $1.0M | 0.2% |
| 63 | CGDVCAPITAL GROUP DIVIDEND VALUE | 20,645 | $1.0M | 0.2% |
| 64 | VHTVANGUARD WORLD FD | 3,322 | $993,372 | 0.2% |
| 65 | VCRVANGUARD WORLD FD | 2,448 | $970,819 | 0.2% |
| 66 | VDEVANGUARD WORLD FD | 6,249 | $938,105 | 0.2% |
| 67 | IMCBISHARES TR | 9,638 | $930,632 | 0.2% |
| 68 | EFGISHARES TR | 7,312 | $909,773 | 0.2% |
| 69 | VNQVANGUARD INDEX FDS | 9,171 | $884,397 | 0.2% |
| 70 | IFRAISHARES TR | 13,635 | $859,581 | 0.2% |
| 71 | IEFAISHARES TR | 8,872 | $856,885 | 0.2% |
| 72 | VUGVANGUARD INDEX FDS | 9,569 | $824,251 | 0.2% |
| 73 | CGCBCAPITAL GRP FIXED INCM ETF T | 30,233 | $791,508 | 0.2% |
| 74 | ABTABBOTT LABORATORIES | 8,568 | $777,460 | 0.2% |
| 75 | LLYELI LILLY & CO | 641 | $768,835 | 0.2% |
| 76 | NU HLDGS LTD | 57,533 | $768,641 | 0.2% |
| 77 | UIUBIQUITI INC | 1,409 | $752,462 | 0.2% |
| 78 | IJRISHARES TR | 5,069 | $751,741 | 0.2% |
| 79 | UBERUBER TECHNOLOGIES INC | 10,188 | $735,194 | 0.2% |
| 80 | INTCINTEL CORP | 5,196 | $725,535 | 0.2% |
| 81 | CATCATERPILLAR INC | 648 | $690,055 | 0.2% |
| 82 | ORCLORACLE CORP | 4,533 | $664,375 | 0.2% |
| 83 | HDHOME DEPOT INC | 1,870 | $659,354 | 0.2% |
| 84 | FELCFIDELITY COVINGTON TRUST | 15,227 | $638,168 | 0.2% |
| 85 | IEMGISHARES INC | 7,674 | $635,734 | 0.2% |
| 86 | FESMFIDELITY COVINGTON TRUST | 13,137 | $634,371 | 0.2% |
| 87 | GEGE AEROSPACE | 1,679 | $627,545 | 0.2% |
| 88 | AMATAPPLIED MATLS INC | 839 | $606,836 | 0.1% |
| 89 | CMCSACOMCAST CORP NEW | 24,456 | $600,407 | 0.1% |
| 90 | HDBHDFC BANK LTD | 23,119 | $597,164 | 0.1% |
| 91 | BNBROOKFIELD CORP | 14,014 | $596,846 | 0.1% |
| 92 | KXIISHARES TR | 8,822 | $595,778 | 0.1% |
| 93 | VALEVALE S A | 39,456 | $593,421 | 0.1% |
| 94 | EFAVISHARES TR | 6,746 | $591,701 | 0.1% |
| 95 | CGBLCAPITAL GROUP CORE BALANCED | 15,490 | $587,998 | 0.1% |
| 96 | CARRCARRIER GLOBAL CORPORATION | 7,828 | $574,216 | 0.1% |
| 97 | SRESEMPRA | 6,162 | $571,264 | 0.1% |
| 98 | DISDISNEY WALT CO | 5,779 | $556,237 | 0.1% |
| 99 | IJHISHARES TR | 7,194 | $554,693 | 0.1% |
| 100 | NVONOVO-NORDISK A S | 11,256 | $539,589 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.