Financial Perspectives, Inc
687 holdingsFiling period: 2026-06-30Current AUM: $424.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard World FD | 223.6K | $26.7M | $27.0M | 6.37% | +195.6K | 2026-06-30 |
| 2 | VYM | Vanguard Whitehall Fds | 147.0K | $23.2M | $23.9M | 5.62% | +1.9K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 64.6K | $18.7M | $22.2M | 5.24% | -918 | 2026-06-30 |
| 4 | — | Medtronic PLC | 212.2K | $16.6M | $16.6M | 3.91% | -6,681 | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 32.5K | $15.5M | $13.8M | 3.24% | -748 | 2026-06-30 |
| 6 | VYMI | Vanguard Whitehall Fds | 143.6K | $14.1M | $14.5M | 3.42% | +5.9K | 2026-06-30 |
| 7 | IVW | iShares TR | 100.6K | $13.8M | $13.9M | 3.27% | +1.6K | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 35.2K | $13.1M | $18.7M | 4.41% | +1.7K | 2026-06-30 |
| 9 | AVGO | Broadcom Inc | 30.5K | $11.5M | $10.0M | 2.36% | -1,909 | 2026-06-30 |
| 10 | VIG | Vanguard Specialized Funds | 44.8K | $10.6M | $11.0M | 2.58% | -1,099 | 2026-06-30 |
| 11 | HDV | iShares TR | 374.2K | $10.3M | $11.4M | 2.68% | +299.4K | 2026-06-30 |
| 12 | VIGI | Vanguard Whitehall Fds | 109.7K | $10.2M | $10.8M | 2.54% | -714 | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 28.6K | $10.1M | $9.0M | 2.12% | +1.0K | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 44.6K | $8.9M | $9.6M | 2.27% | -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 | $7.8M | 1.83% | +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 | $6.4M | 1.50% | +5.1K | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 24.0K | $5.7M | $6.0M | 1.41% | +2.0K | 2026-06-30 |
| 20 | DGRO | iShares TR | 73.7K | $5.6M | $5.9M | 1.39% | -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 | $3.3M | 0.78% | -1,267 | 2026-06-30 |
| 23 | CGGO | Capital Group Gbl Growth Eqt | 90.8K | $3.8M | $3.4M | 0.81% | +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 | $3.5M | 0.82% | +250 | 2026-06-30 |
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