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Financial Perspectives, Inc

Q1 2026 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    716

  • Value ($000)

    $358,204

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002003287
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$21.49M
6 %

145,107

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$19.49M
5 %

27,938

M
MDT

MEDTRONIC PLC

SHS
G5960L103
$18.97M
5 %

218,905

A
AAPL

APPLE INC

COM
037833100
$16.63M
5 %

65,530

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$12.98M
4 %

137,698

M
MSFT

MICROSOFT CORP

COM
594918104
$12.37M
4 %

33,429

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$11.22M
3 %

33,198

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$11.19M
3 %

98,946

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$10.16M
3 %

74,831

A
AVGO

BROADCOM INC

COM
11135F101
$10.03M
3 %

32,404

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