FP

Financial Perspectives, Inc

Diversified strategyMomentum followerSector-focused

Total reported value

$358.2M

Reporting period: 2026-03-31 · Number of holdings: 716

Financial Perspectives, Inc disclosed 716 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $358.2M and a quarterly turnover rate of 11.6%.

Personality snowflake

Concentration
9.35
Portfolio Stability
11.64
Momentum/Contrarian
100
Sector conviction
76.45
Diversification
100
Sizing Uniformity
60.3

Recent moves

  • Trim BSX

    -0.4%　-$4.4M

  • Trim MSFT

    +0.6%　-$3.7M

  • Add VYM

    +0.6%　$778.7K

  • Add HDV

    +0.9%　$1.1M

  • Add TSM

    -1.0%　$1.0M

  • Add VYMI

    +3.0%　$943.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VYMVanguard High Dvd Yield ETFETF-Other6.00%+0.42%+0.55%
2VGTVanguard Info Tech ETFETF-Tech5.44%-0.21%+0.49%
3MDTMedtronic plcStock-Healthcare5.30%-0.32%+0.74%
4AAPLApple INCStock-Tech4.64%-0.04%+2.57%
5VYMIVanguard Int High Dvd Yld InETF-Other3.62%+0.38%+2.99%
6MSFTMicrosoft CORPStock-Tech3.45%-0.88%+0.61%
7TSMTaiwan Semiconductor-sp AdrStock-Tech3.13%+0.38%-1.04%
8IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth3.12%-0.16%+0.25%
9HDVIshares Core High Dividend EETF-Other2.84%+0.41%+0.87%
10AVGOBroadcom INCStock-Tech2.80%-0.23%-0.24%
11VIGVanguard Dividend Apprec ETFETF-Other2.76%—+0.56%
12VIGIVanguard Int Div App Indx FdETF-Other2.73%+0.05%+1.39%
13BSXBoston Scientific CORPStock-Healthcare2.36%-1.11%-0.44%
14GOOGAlphabet Inc-cl CStock-Comm Services2.21%-0.12%-0.08%
15NVDANvidia CORPStock-Tech2.19%-0.07%+0.05%
16FSTAFidelity Msci Cons Stap IndxETF-Other1.98%+0.26%+4.54%
17FTECFidelity Msci Info Tech IndxETF-Tech1.69%-0.07%+0.01%
18DGROIshares Core Dividend GrowthETF-Other1.47%+0.17%+8.33%
19IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.40%—+2.67%
20SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.30%-0.01%+0.98%
21AMZNAmazon.com INCStock-Consumer Disc1.28%-0.10%-0.42%
22VDCVanguard Consumer Staple ETFETF-Other0.91%+0.10%+2.98%
23TSLATesla INCStock-Consumer Disc0.90%-0.15%—
24JPMJpmorgan Chase & CoStock-Financials0.87%-0.05%+0.94%
25ABBVAbbvie INCStock-Healthcare0.80%—+0.02%
26VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.76%—+1.80%
27CGGOCap Group Global GrowthETF-Other0.73%+0.09%+14.59%
28IDVIshares International SelectETF-Other0.73%+0.09%+1.63%
29METAMeta Platforms Inc-class AStock-Comm Services0.70%-0.08%+0.02%
30SCHDSchwab US Dvd Equity ETFETF-Other0.69%+0.20%+20.41%
31IYWIshares Ustechnology ETFETF-Tech0.65%-0.04%+1.00%
32ASMLASML Holding N.V.Stock-Tech0.65%+0.10%-7.18%
33MELIMercadolibre INCStock-Consumer Disc0.64%-0.08%—
34SHOPShopify INC - Class AStock-Tech0.62%-0.20%—
35CGGRCap Group Growth EquityETF-Other0.61%—+4.57%
36MMM3m CoStock-Industrials0.56%—+2.97%
37QQQInvesco Qqq Trust Series 1ETF-Tech0.56%—+0.85%
38JNJJohnson & JohnsonStock-Healthcare0.55%+0.10%-0.84%
39FENYFidelity Msci Energy IndexETF-Large Cap & Growth0.54%+0.16%+0.49%
40JPSTJpmorgan Ultra-short IncomeETF-Other0.50%-0.15%-25.23%
41IWFIshares Russell 1000 GrowthETF-Other0.47%—+7.53%
42MUMicron Technology INCStock-Tech0.46%+0.13%+15.21%
43CNQCanadian Natural ResourcesStock-Energy0.46%+0.15%+0.11%
44VTVVanguard Value ETFETF-Other0.42%—+1.54%
45BRK-BBerkshire Hathaway Inc-cl BStock-Other0.39%—-1.37%
46VEAVanguard Ftse Developed ETFETF-Other0.37%+0.08%+18.79%
47AMGNAmgen INCStock-Healthcare0.36%—+0.14%
48COSTCostco Wholesale CORPStock-Consumer Staples0.35%+0.07%+4.59%
49FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other0.33%——
50UNHUnitedhealth Group INCStock-Healthcare0.32%-0.06%-0.21%
1–50 of 716

Holding changes this quarter

Financial Perspectives, Inc's most significant position changes for 2026-03-31: New buy: Ishares Global Consumer Stap (KXI); New buy: Schwab International Dvd ETF (SCHY); New buy: AstraZeneca PLC (AZN); Trim: Boston Scientific CORP (BSX) — shares -0.44%; Add: Microsoft CORP (MSFT) — shares +0.61%.

Position changes disclosed by Financial Perspectives, Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VYMVanguard High Dvd Yield ETF+0.4%+0.55%Add
2HDVIshares Core High Dividend E+0.4%+0.87%Add
3TSMTaiwan Semiconductor-sp Adr+0.4%-1.04%Trim
4VYMIVanguard Int High Dvd Yld In+0.4%+2.99%Add
5FSTAFidelity Msci Cons Stap Indx+0.3%+4.54%Add
6SCHDSchwab US Dvd Equity ETF+0.2%+20.41%Add
7DGROIshares Core Dividend Growth+0.2%+8.33%Add
8FENYFidelity Msci Energy Index+0.2%+0.49%Add
9CNQCanadian Natural Resources+0.2%+0.11%Add
10MUMicron Technology INC+0.1%+15.21%Add
11ASMLASML Holding N.V.+0.1%-7.18%Trim
12JNJJohnson & Johnson+0.1%-0.84%Trim
13VDCVanguard Consumer Staple ETF+0.1%+2.98%Add
14VDEVanguard Energy ETF+0.1%+0.19%Add
15CGGOCap Group Global Growth+0.1%+14.59%Add
16IDVIshares International Select+0.1%+1.63%Add
17VEAVanguard Ftse Developed ETF+0.1%+18.79%Add
18COSTCostco Wholesale CORP+0.1%+4.59%Add
19EFAVIshares Msci Eafe Min Vol Fa+0.1%+45.18%Add
20VIGIVanguard Int Div App Indx Fd+0.1%+1.39%Add
21SPYSs Spdr S&p 500 ETF Trust-us0%+0.98%Add
22AAPLApple INC0%+2.57%Add
23IYWIshares Ustechnology ETF0%+1.00%Add
24ABTAbbott Laboratories0%—Unchanged
25IETCIshares U.s. Tech Independen0%-4.72%Trim
26JPMJpmorgan Chase & Co-0.1%+0.94%Add
27ORCLOracle CORP-0.1%—Unchanged
28RBRKRubrik Inc-a-0.1%—Unchanged
29MDBMongodb INC-0.1%—Unchanged
30UNHUnitedhealth Group INC-0.1%-0.21%Trim
31NVDANvidia CORP-0.1%+0.05%Add
32FTECFidelity Msci Info Tech Indx-0.1%+0.01%Add
33HDBHdfc Bank Ltd-adr-0.1%—Unchanged
34METAMeta Platforms Inc-class A-0.1%+0.02%Add
35MELIMercadolibre INC-0.1%—Unchanged
36AMZNAmazon.com INC-0.1%-0.42%Trim
37GOOGAlphabet Inc-cl C-0.1%-0.08%Trim
38TSLATesla INC-0.2%—Unchanged
39JPSTJpmorgan Ultra-short Income-0.2%-25.23%Trim
40SESea Ltd-adr-0.2%—Unchanged
41IVWIshares S&p 500 Growth ETF-0.2%+0.25%Add
42SHOPShopify INC - Class A-0.2%—Unchanged
43VGTVanguard Info Tech ETF-0.2%+0.49%Add
44AVGOBroadcom INC-0.2%-0.24%Trim
45MDTMedtronic plc-0.3%+0.74%Add
46MSFTMicrosoft CORP-0.9%+0.61%Add
47BSXBoston Scientific CORP-1.1%-0.44%Trim
48KXIIshares Global Consumer Stap—NEWNew buy
49SCHYSchwab International Dvd ETF—NEWNew buy
50AZNAstraZeneca PLC—NEWNew buy

FAQ

What is Financial Perspectives, Inc and what type of investor is it?
Financial Perspectives, Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $358.2M, spread across 716 disclosed positions.
What are Financial Perspectives, Inc's largest equity positions?
Based on the latest 13F filing, Financial Perspectives, Inc's top holdings by market value are: 1. Vanguard High Dvd Yield ETF (VYM) — $21.5M (6.0%) 2. Vanguard Info Tech ETF (VGT) — $19.5M (5.4%) 3. Medtronic plc (MDT) — $19.0M (5.3%) 4. Apple INC (AAPL) — $16.6M (4.6%) 5. Vanguard Int High Dvd Yld In (VYMI) — $13.0M (3.6%)
What changes did Financial Perspectives, Inc make in its most recent portfolio filing?
In the latest reported quarter, Financial Perspectives, Inc made 41 notable position adjustments: 3 new positions were initiated, 28 existing holdings were added to, 10 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Global Consumer Stap (KXI); New buy: Schwab International Dvd ETF (SCHY); New buy: AstraZeneca PLC (AZN); Trim: Boston Scientific CORP (BSX) — shares -0.44%; Add: Microsoft CORP (MSFT) — shares +0.61%
What sectors does Financial Perspectives, Inc focus on?
Financial Perspectives, Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.6% • Health Care: 24.6% • Communication Services: 8.8% • Consumer Discretionary: 7.6% • Financials: 6.8% • Industrials: 4.2%