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CIK: 0002003287
Total reported value
$410.9M
$410.9M
716 檔
21.8%
According to the latest 13F quarterly dataset, Financial Perspectives, Inc managed an equity portfolio of $410.9M at the end of Q1 2026, spanning 716 distinct U.S. exchange-listed positions.
In Q1 2026, Financial Perspectives, Inc displayed an active expansion posture, initiating 8 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 716 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.00% | -0.35% | +0.55% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.44% | +1.06% | +0.49% | |
| 3 | MDT | Medtronic plc | Stock-Healthcare | 5.30% | -1.26% | +0.74% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.64% | -0.09% | +2.57% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.62% | -0.19% | +2.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.26% | +0.61% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.13% | +0.64% | -1.04% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.12% | +0.25% | +0.25% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-Other | 2.84% | -0.34% | +0.87% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | — | -0.24% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.76% | -0.18% | +0.56% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.73% | -0.24% | +1.39% | |
| 13 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.36% | -0.91% | -0.44% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.21% | +0.25% | -0.08% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | -0.02% | +0.05% | |
| 16 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.98% | -0.19% | +4.54% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.69% | +0.34% | +0.01% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.47% | -0.11% | +8.33% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.09% | +2.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | +0.02% | +0.98% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.11% | -0.42% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.91% | -0.10% | +2.98% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.01% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.02% | +0.94% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.01% | +0.02% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.17% | +1.80% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.73% | +0.21% | +14.59% | |
| 28 | IDV | Ishares International Select | ETF-Other | 0.73% | -0.09% | +1.63% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.08% | +0.02% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | +0.06% | +20.41% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | +0.15% | +1.00% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | +0.20% | -7.18% | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.64% | +0.11% | — | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.62% | +0.01% | — | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.61% | +0.04% | +4.57% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.56% | -0.01% | +2.97% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.06% | +0.85% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.05% | -0.84% | |
| 39 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.54% | -0.13% | +0.49% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.06% | -25.23% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.03% | +7.53% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.46% | +0.56% | +15.21% | |
| 43 | CNQ | Canadian Natural Resources | Stock-Energy | 0.46% | +0.02% | +0.11% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.01% | +1.54% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | -1.37% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.01% | +18.79% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.04% | +0.14% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.07% | +4.59% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.33% | -0.02% | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | +0.11% | -0.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +0.55% | Add |
| 2 | HDV | Ishares Core High Dividend E | +0.4% | +0.87% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.04% | Trim |
| 4 | VYMI | Vanguard Int High Dvd Yld In | +0.4% | +2.99% | Add |
| 5 | FSTA | Fidelity Msci Cons Stap Indx | +0.3% | +4.54% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +20.41% | Add |
| 7 | DGRO | Ishares Core Dividend Growth | +0.2% | +8.33% | Add |
| 8 | FENY | Fidelity Msci Energy Index | +0.2% | +0.49% | Add |
| 9 | CNQ | Canadian Natural Resources | +0.2% | +0.11% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | +15.21% | Add |
| 11 | ASML | ASML Holding N.V. | +0.1% | -7.18% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.84% | Trim |
| 13 | VDC | Vanguard Consumer Staple ETF | +0.1% | +2.98% | Add |
| 14 | VDE | Vanguard Energy ETF | +0.1% | +0.19% | Add |
| 15 | CGGO | Cap Group Global Growth | +0.1% | +14.59% | Add |
| 16 | IDV | Ishares International Select | +0.1% | +1.63% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +18.79% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +4.59% | Add |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +45.18% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.56% | Add |
| 21 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +1.39% | Add |
| 22 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 23 | HON | Honeywell International Inc | 0% | +5.16% | Add |
| 24 | VALE | Vale Sa-sp Adr | 0% | +0.36% | Add |
| 25 | EFV | Ishares Msci Eafe Value ETF | 0% | +9.88% | Add |
| 26 | AMGN | Amgen Inc | 0% | +0.14% | Add |
| 27 | VT | Vanguard Tot World Stk ETF | 0% | +13.08% | Add |
| 28 | VTV | Vanguard Value ETF | 0% | +1.54% | Add |
| 29 | IAU | Ishares Gold Trust | 0% | +42.39% | Add |
| 30 | WMT | Walmart Inc | 0% | +10.80% | Add |
| 31 | XLE | Ss Energy Select Sector | 0% | +0.62% | Add |
| 32 | TGT | Target CORP | 0% | +1.32% | Add |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | — | Unchanged |
| 34 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 35 | INTC | Intel CORP | 0% | +22.48% | Add |
| 36 | PFE | Pfizer Inc | 0% | +1.23% | Add |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 38 | IFRA | Ishares US Infrastructure | 0% | — | Unchanged |
| 39 | IVV | Ishares Core S&p 500 ETF | 0% | +2.67% | Add |
| 40 | BA | Boeing Co/the | 0% | +107.76% | Add |
| 41 | T | At&t Inc | 0% | +0.96% | Add |
| 42 | DE | Deere & Co | 0% | -0.38% | Trim |
| 43 | CGMS | Cap Group US Multi-sect Bond | 0% | +37.56% | Add |
| 44 | SRE | Sempra | 0% | +0.07% | Add |
| 45 | MCD | Mcdonald's CORP | 0% | +14.61% | Add |
| 46 | IMCB | Ishares Morningstar Mid-cap | 0% | +6.91% | Add |
| 47 | VZ | Verizon Communications Inc | 0% | +8.09% | Add |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | +4.01% | Add |
| 49 | UI | Ubiquiti Inc | 0% | — | Unchanged |
| 50 | EFG | Ishares Msci Eafe Growth ETF | 0% | +9.64% | Add |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 716 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VGT, MDT) accounted for 21.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
KXI
市值: $377.5K
Top Position Liquidated / Trimmed
AZNN
前期市值: $171.4K
During Q1 2026, Financial Perspectives, Inc's top holdings by market value included VYM (6.0%)、VGT (5.4%)、MDT (5.3%). The largest single position, VYM, represented 6.0% of total portfolio value.
In Q1 2026, Financial Perspectives, Inc made 129 total portfolio adjustments, initiating 8 new buys, adding to 92 positions, trimming 24 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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