CIK 2003287
Financial Perspectives, Inc
Institutional 13F holdings & portfolio
Holdings
714
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 28K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 217K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 144K | $1M+ | SH |
| AAPL | APPLE INC | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 33K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 135K | $1M+ | SH |
| IVW | ISHARES TR | 99K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 134K | $1M+ | SH |
| AVGO | BROADCOM INC | 32K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 34K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 46K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 109K | $1M+ | SH |
| HDV | ISHARES TR | 74K | $1M+ | SH |
| GOOG | ALPHABET INC | 28K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 45K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 29K | $1M+ | SH |
| FSTA | FIDELITY COVINGTON TRUST | 130K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 22K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| DGRO | ISHARES TR | 69K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| SHOP | SHOPIFY INC | 19K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 1K | $1M+ | SH |
| IYW | ISHARES TR | 13K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 47K | $1M+ | SH |
| IDV | ISHARES TR | 61K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 69K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 52K | $1M+ | SH |
| MMM | 3M CO | 14K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| SE | SEA LTD | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 57K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 4K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 34K | $1M+ | SH |
| IETC | ISHARES U S ETF TR | 11K | $1M+ | SH |