Financial Perspectives, Inc
733 holdingsFiling period: 2026-06-30Current AUM: $423.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | 223.6K | $26.7M | $27.1M | 6.40% | +195.6K | 2026-06-30 |
| 2 | VYM | VANGUARD WHITEHALL FDS | 147.0K | $23.2M | $23.9M | 5.66% | +1.9K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 64.6K | $18.7M | $21.5M | 5.07% | -918 | 2026-06-30 |
| 4 | — | MEDTRONIC PLC | 212.2K | $16.6M | $16.6M | 3.92% | -6,681 | 2026-06-30 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 32.5K | $15.5M | $14.1M | 3.32% | -748 | 2026-06-30 |
| 6 | VYMI | VANGUARD WHITEHALL FDS | 143.6K | $14.1M | $15.2M | 3.58% | +5.9K | 2026-06-30 |
| 7 | IVW | ISHARES TR | 100.6K | $13.8M | $14.0M | 3.31% | +1.6K | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 35.2K | $13.1M | $17.4M | 4.12% | +1.7K | 2026-06-30 |
| 9 | AVGO | BROADCOM INC | 30.5K | $11.5M | $11.0M | 2.61% | -1,909 | 2026-06-30 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 44.8K | $10.6M | $10.7M | 2.54% | -1,099 | 2026-06-30 |
| 11 | HDV | ISHARES TR | 374.2K | $10.3M | $10.9M | 2.58% | +299.4K | 2026-06-30 |
| 12 | VIGI | VANGUARD WHITEHALL FDS | 109.7K | $10.2M | $10.6M | 2.52% | -714 | 2026-06-30 |
| 13 | GOOG | ALPHABET INC | 28.6K | $10.1M | $9.6M | 2.27% | +1.0K | 2026-06-30 |
| 14 | NVDA | NVIDIA CORPORATION | 44.6K | $8.9M | $9.7M | 2.30% | -467 | 2026-06-30 |
| 15 | FTEC | FIDELITY COVINGTON TRUST | 29.2K | $8.3M | $8.4M | 1.99% | +78 | 2026-06-30 |
| 16 | FSTA | FIDELITY COVINGTON TRUST | 139.6K | $7.3M | $7.3M | 1.73% | +4.0K | 2026-06-30 |
| 17 | IVV | ISHARES TR | 8.1K | $6.1M | $6.3M | 1.48% | +464 | 2026-06-30 |
| 18 | BSX | BOSTON SCIENTIFIC CORP | 139.7K | $6.0M | $6.0M | 1.42% | +5.1K | 2026-06-30 |
| 19 | AMZN | AMAZON COM INC | 24.0K | $5.7M | $6.2M | 1.46% | +2.0K | 2026-06-30 |
| 20 | DGRO | ISHARES TR | 73.7K | $5.6M | $5.8M | 1.36% | -1,435 | 2026-06-30 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $5.4M | $5.5M | 1.31% | +56 | 2026-06-30 |
| 22 | MU | MICRON TECHNOLOGY INC | 3.6K | $4.2M | $3.6M | 0.84% | -1,267 | 2026-06-30 |
| 23 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 90.8K | $3.8M | $3.6M | 0.86% | +12.2K | 2026-06-30 |
| 24 | VOO | VANGUARD INDEX FDS | 5.5K | $3.8M | $3.9M | 0.92% | +961 | 2026-06-30 |
| 25 | TSLA | TESLA INC | 8.9K | $3.7M | $3.2M | 0.77% | +250 | 2026-06-30 |
← Scroll →
Page 1 of 30