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 51–100 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 24K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 17K | $1M+ | SH |
| USB | US BANCORP DEL | 20K | $1M+ | SH |
| ABT | ABBOTT LABS | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 8K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 3K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| VCR | VANGUARD WORLD FD | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 20K | $500K+ | SH |
| HDB | HDFC BANK LTD | 23K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 9K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| EFV | ISHARES TR | 11K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 6K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IEFA | ISHARES TR | 8K | $500K+ | SH |
| IFRA | ISHARES TR | 14K | $500K+ | SH |
| LLY | ELI LILLY & CO | 645 | $500K+ | SH |
| EFG | ISHARES TR | 6K | $500K+ | SH |
| IMCB | ISHARES TR | 8K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| BN | BROOKFIELD CORP | 14K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| NU | NU HLDGS LTD | 38K | $500K+ | SH |
| GIS | GENERAL MLS INC | 13K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 13K | $500K+ | SH |
| RBRK | RUBRIK INC. | 8K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 11K | $500K+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 15K | $500K+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 21K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| SRE | SEMPRA | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $500K+ | SH |
| IEMG | ISHARES INC | 8K | $500K+ | SH |
| VALE | VALE S A | 39K | $500K+ | SH |
| MDB | MONGODB INC | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 16K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| IGRO | ISHARES TR | 6K | $100K–$500K | SH |