Financial Perspectives, Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Financial Perspectives, Inc 13F Holdings
CIK 0002003287 · MINNEAPOLIS, MN
As of Sep 30, 2025, Financial Perspectives, Inc reported
724 positions worth $345.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MEDTRONIC PLC | MDT | Healthcare | 216,940 | $20.7M | 5.99% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 27,642 | $20.6M | 5.98% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 143,525 | $20.2M | 5.86% |
| MICROSOFT CORP | MSFT | Technology | 33,250 |
|
7.2M4.99% |
| APPLE INC | AAPL | Technology | 63,968 |
6.3M | 4.72% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 136,167 |
3.3M | 3.85% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 95,304 |
1.5M | 3.33% |
| BROADCOM INC | AVGO | Technology | 32,872 |
0.8M | 3.14% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 124,300 |
0.5M | 3.05% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 46,230 |
0.0M | 2.89% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 106,662 | $9.6M | 2.77% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 33,791 | $9.4M | 2.73% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 73,115 | $9.0M | 2.59% |
| NVIDIA CORP | NVDA | Technology | 45,199 | $8.4M | 2.44% |
| ALPHABET INC | GOOG | Equity | 27,853 | $6.8M | 1.97% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 28,525 | $6.3M | 1.84% |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | FSTA | — | 122,768 | $6.1M | 1.77% |
| AMAZON.COM INC | AMZN | Equity | 22,184 | $4.9M | 1.41% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,056 | $4.7M | 1.36% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,888 | $4.6M | 1.34% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 65,721 | $4.5M | 1.30% |
| TESLA INC | TSLA | Consumer Cyclical | 8,238 | $3.7M | 1.06% |
| META PLATFORMS INC | META | Communication Services | 4,685 | $3.4M | 1.00% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,543 | $3.3M | 0.96% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1,323 | $3.1M | 0.90% |