Financial Perspectives, Inc holds a diversified book of 728 reported positions worth $410.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 5 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Apple Inc. Their largest long position is Vanguard Info Tech ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Financial Perspectives, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Financial Perspectives, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| BlueSpruce Investments, LP | 8 / 80 | $639.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 29 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $178.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Financial Perspectives, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD INF TECH ETF | $26.7M | 223.6K | 6.5% | ▲+700% Added · +196K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $23.2M | 147.0K | 5.7% | ▲+1.3% Added · +2K sh | |
| 3 | Apple Inc COM | $18.7M | 64.6K | 4.6% | ▼−1.4% Reduced · −918 sh | |
| 4 | Medtronic PLC SHS | $16.6M | 212.2K | 4.0% | ▼−3.0% Reduced · −7K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $15.5M | 32.5K | 3.8% | ▼−2.3% Reduced · −748 sh | |
| 6 | Vanguard Whitehall FDS INTL HIGH ETF | $14.1M | 143.6K | 3.4% | ▲+4.3% Added · +6K sh | |
| 7 | Ishares TR S&P 500 GRWT ETF | $13.8M | 100.6K | 3.4% | ▲+1.6% Added · +2K sh | |
| 8 | Microsoft Corp COM | $13.1M | 35.2K | 3.2% | ▲+5.2% Added · +2K sh | |
| 9 | Broadcom Inc COM | $11.5M | 30.5K | 2.8% | ▼−5.9% Reduced · −2K sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $10.6M | 44.8K | 2.6% | ▼−2.4% Reduced · −1K sh | |
| 11 | Ishares TR CORE HIGH DV ETF | $10.3M | 374.2K | 2.5% | ▲+400% Added · +299K sh | |
| 12 | Vanguard Whitehall FDS INTL DVD ETF | $10.2M | 109.7K | 2.5% | ▼−0.6% Reduced · −714 sh | |
| 13 | Alphabet Inc CAP STK CL C | $10.1M | 28.6K | 2.5% | ▲+3.7% Added · +1K sh | |
| 14 | Nvidia Corporation COM | $8.9M | 44.6K | 2.2% | ▼−1.0% Reduced · −467 sh | |
| 15 | Fidelity Covington Trust MSCI INFO TECH I | $8.3M | 29.2K | 2.0% | ▲+0.3% Added · +78 sh | |
| 16 | Fidelity Covington Trust CONSMR STAPLES | $7.3M | 139.6K | 1.8% | ▲+2.9% Added · +4K sh | |
| 17 | Ishares TR CORE S&P500 ETF | $6.1M | 8.1K | 1.5% | ▲+6.0% Added · +464 sh | |
| 18 | Boston Scientific Corp COM | $6.0M | 139.7K | 1.5% | ▲+3.8% Added · +5K sh | |
| 19 | Amazon Com Inc COM | $5.7M | 24.0K | 1.4% | ▲+8.8% Added · +2K sh | |
| 20 | Ishares TR CORE DIV GRWTH | $5.6M | 73.7K | 1.4% | ▼−1.9% Reduced · −1K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $5.4M | 7.2K | 1.3% | ▲+0.8% Added · +56 sh | |
| 22 | Micron Technology Inc COM | $4.2M | 3.6K | 1.0% | ▼−26% Reduced · −1K sh | |
| 23 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $3.8M | 90.8K | 0.9% | ▲+16% Added · +12K sh | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $3.8M | 5.5K | 0.9% | ▲+21% Added · +961 sh | |
| 25 | Tesla Inc COM | $3.7M | 8.9K | 0.9% | ▲+2.9% Added · +250 sh | |
| 26 | ASML Hldg NV N Y REGISTRY SHS | $3.5M | 1.8K | 0.9% | —Held | |
| 27 | JPMorgan Chase & Co COM | $3.5M | 10.6K | 0.8% | ▲~0% Added · +3 sh | |
| 28 | Vanguard World FD CONSUM STP ETF | $3.3M | 14.8K | 0.8% | ▲+1.6% Added · +239 sh | |
| 29 | Abbvie Inc COM | $3.3M | 13.2K | 0.8% | ▲~0% Added · +3 sh | |
| 30 | Ishares TR U.S. TECH ETF | $3.3M | 13.0K | 0.8% | ▲+0.6% Added · +72 sh | |
| 31 | Meta Platforms Inc CL A | $3.2M | 5.7K | 0.8% | ▲+29% Added · +1K sh | |
| 32 | Mercadolibre Inc COM | $3.1M | 1.8K | 0.7% | ▲+37% Added · +483 sh | |
| 33 | Schwab Strategic TR US DIVIDEND EQ | $3.1M | 96.6K | 0.7% | ▲+21% Added · +16K sh | |
| 34 | Capital Group Growth ETF SHS CREAT UNIT | $2.7M | 56.7K | 0.7% | ▲+4.4% Added · +2K sh | |
| 35 | Ishares TR INTL SEL DIV ETF | $2.6M | 63.1K | 0.6% | ▲+2.6% Added · +2K sh | |
| 36 | Shopify Inc CL A SUB VTG SHS | $2.6M | 22.7K | 0.6% | ▲+20% Added · +4K sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $2.5M | 3.4K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 38 | 3M Co COM | $2.3M | 13.9K | 0.5% | ▲~0% Added · +1 sh | |
| 39 | Ishares TR RUS 1000 GRW ETF | $2.1M | 16.6K | 0.5% | ▲+323% Added · +13K sh | |
| 40 | Johnson & Johnson COM | $2.0M | 8.0K | 0.5% | —Held | |
| 41 | Canadian Nat Res Ltd Med Ter COM | $2.0M | 49.7K | 0.5% | ▲+48% Added · +16K sh | |
| 42 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.8M | 35.6K | 0.4% | ▲+0.2% Added · +82 sh | |
| 43 | Unitedhealth Group Inc COM | $1.8M | 4.3K | 0.4% | ▲~0% Added · +1 sh | |
| 44 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.8M | 2.7K | 0.4% | ▼~0% Reduced · −1 sh | |
| 45 | Vanguard Index FDS VALUE ETF | $1.7M | 7.8K | 0.4% | ▲+2.3% Added · +176 sh | |
| 46 | Fidelity Covington Trust MSCI ENERGY IDX | $1.7M | 56.6K | 0.4% | ▼−0.6% Reduced · −316 sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 0.4% | ▲+2.1% Added · +63 sh | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.5M | 20.6K | 0.4% | ▲+0.4% Added · +90 sh | |
| 49 | Advanced Micro Devices Inc COM | $1.4M | 2.5K | 0.3% | ▼−0.2% Reduced · −5 sh | |
| 50 | Alphabet Inc CAP STK CL A | $1.4M | 3.9K | 0.3% | ▼−0.6% Reduced · −22 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Financial Perspectives, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.