Financial Perspectives, Inc

MINNEAPOLIS, MN · CIK 2003287 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2015 · corporation

Assets managed$1.2bn
Staff14 · 14 in investment roles
Main clients (by assets)High net worth individuals 90%, Individuals 10%
Websitefpwealth.com
Form ADV · 2026-03-25SEC adviser record

$410.9m reported value +14.7% vs Q1 2026

728positions

39.9%in top 10

26 new 174 added 58 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD INF TECH ETF VGT	VGT	223,584	$26.7m6.50%	6.50%	Added +80	+80 0.0%
2	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	147,002	$23.2m5.65%	5.65%	Added +1.9k	+1,895 1.3%
3	APPLE INC COM AAPL	AAPL	64,612	$18.7m4.55%	4.55%	Reduced -918	-918 -1.4%
4	MEDTRONIC PLC SHS MDT	MDT	212,224	$16.6m4.04%	4.04%	Reduced -6.7k	-6,681 -3.0%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	32,450	$15.5m3.77%	3.77%	Reduced -748	-748 -2.2%
6	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	143,597	$14.1m3.43%	3.43%	Added +5.9k	+5,899 4.3%
7	ISHARES TR S&P 500 GRWT ETF IVW	IVW	100,576	$13.8m3.37%	3.37%	Added +1.6k	+1,630 1.6%
8	MICROSOFT CORP COM MSFT	MSFT	35,154	$13.1m3.19%	3.19%	Added +1.7k	+1,725 5.2%
9	BROADCOM INC COM AVGO	AVGO	30,495	$11.5m2.80%	2.80%	Reduced -1.9k	-1,909 -5.9%
10	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	44,829	$10.6m2.58%	2.58%	Reduced -1.1k	-1,099 -2.4%
11	ISHARES TR CORE HIGH DV ETF HDV	HDV	374,187	$10.3m2.50%	2.50%	Added +32	+32 0.0%
12	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	109,719	$10.2m2.49%	2.49%	Reduced -714	-714 -0.7%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	28,624	$10.1m2.46%	2.46%	Added +1.0k	+1,032 3.7%
14	NVIDIA CORPORATION COM NVDA	NVDA	44,608	$8.9m2.17%	2.17%	Reduced -467	-467 -1.0%
15	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	29,202	$8.3m2.03%	2.03%	Added +78	+78 0.3%
16	FIDELITY COVINGTON TRUST CONSMR STAPLES FSTA	FSTA	139,634	$7.3m1.79%	1.79%	Added +4.0k	+3,956 2.9%
17	ISHARES TR CORE S&P500 ETF IVV	IVV	8,149	$6.1m1.49%	1.49%	Added +464	+464 6.0%
18	BOSTON SCIENTIFIC CORP COM BSX	BSX	139,697	$6.0m1.45%	1.45%	Added +5.1k	+5,127 3.8%
19	AMAZON COM INC COM AMZN	AMZN	24,039	$5.7m1.39%	1.39%	Added +2.0k	+1,951 8.8%
20	ISHARES TR CORE DIV GRWTH DGRO	DGRO	73,747	$5.6m1.36%	1.36%	Reduced -1.4k	-1,435 -1.9%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,238	$5.4m1.32%	1.32%	Added +56	+56 0.8%
22	MICRON TECHNOLOGY INC COM MU	MU	3,642	$4.2m1.02%	1.02%	Reduced -1.3k	-1,267 -25.8%
23	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	90,788	$3.8m0.94%	0.94%	Added +12.2k	+12,216 15.6%
24	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,535	$3.8m0.93%	0.93%	Added +961	+961 21.0%
25	TESLA INC COM TSLA	TSLA	8,877	$3.7m0.91%	0.91%	Added +250	+250 2.9%
26	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,757	$3.5m0.85%	0.85%	Unchanged
27	JPMORGAN CHASE & CO COM JPM	JPM	10,646	$3.5m0.85%	0.85%	Added +3	+3 0.0%
28	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	14,815	$3.3m0.81%	0.81%	Added +239	+239 1.6%
29	ABBVIE INC COM ABBV	ABBV	13,220	$3.3m0.81%	0.81%	Added +3	+3 0.0%
30	ISHARES TR U.S. TECH ETF IYW	IYW	12,996	$3.3m0.80%	0.80%	Added +72	+72 0.6%
31	META PLATFORMS INC CL A META	META	5,703	$3.2m0.78%	0.78%	Added +1.3k	+1,299 29.5%
32	MERCADOLIBRE INC COM MELI	MELI	1,806	$3.1m0.75%	0.75%	Added +483	+483 36.5%
33	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	96,608	$3.1m0.75%	0.75%	Added +16.5k	+16,455 20.5%
34	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	56,715	$2.7m0.65%	0.65%	Added +2.4k	+2,382 4.4%
35	ISHARES TR INTL SEL DIV ETF IDV	IDV	63,096	$2.6m0.64%	0.64%	Added +1.6k	+1,587 2.6%
36	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	22,676	$2.6m0.63%	0.63%	Added +3.8k	+3,818 20.2%
37	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,448	$2.5m0.62%	0.62%	Reduced -3	-3 -0.1%
38	3M CO COM MMM	MMM	13,927	$2.3m0.55%	0.55%	Added +1	+1 0.0%
39	ISHARES TR RUS 1000 GRW ETF IWF	IWF	16,577	$2.1m0.50%	0.50%	Added +917	+917 5.9%
40	JOHNSON & JOHNSON COM JNJ	JNJ	8,020	$2.0m0.50%	0.50%	Unchanged
41	CANADIAN NAT RES LTD COM CNQ	CNQ	49,700	$2.0m0.48%	0.48%	Added +16.1k	+16,147 48.1%
42	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	35,565	$1.8m0.44%	0.44%	Added +82	+82 0.2%
43	UNITEDHEALTH GROUP INC COM UNH	UNH	4,284	$1.8m0.43%	0.43%	Added +1	+1 0.0%
44	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,693	$1.8m0.43%	0.43%	Reduced -1	-1 -0.0%
45	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,758	$1.7m0.41%	0.41%	Added +176	+176 2.3%
46	FIDELITY COVINGTON TRUST MSCI ENERGY IDX FENY	FENY	56,604	$1.7m0.41%	0.41%	Reduced -316	-316 -0.6%
47	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,015	$1.5m0.37%	0.37%	Added +63	+63 2.1%
48	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	20,632	$1.5m0.36%	0.36%	Added +90	+90 0.4%
49	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,451	$1.4m0.35%	0.35%	Reduced -5	-5 -0.2%
50	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,915	$1.4m0.34%	0.34%	Reduced -22	-22 -0.6%
51	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,520	$1.4m0.33%	0.33%	Added +191	+191 4.4%
52	AMGEN INC COM AMGN	AMGN	3,675	$1.3m0.32%	0.32%	Added +8	+8 0.2%
53	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	24,230	$1.3m0.31%	0.31%	Unchanged
54	SEA LTD SPONSORD ADS SE	SE	13,274	$1.3m0.31%	0.31%	Unchanged
55	US BANCORP DEL COM NEW USB	USB	20,193	$1.2m0.30%	0.30%	Added +19	+19 0.1%
56	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	7,475	$1.2m0.29%	0.29%	Added +785	+785 11.7%
57	COSTCO WHSL CORP NEW COM COST	COST	1,238	$1.2m0.28%	0.28%	Reduced -14	-14 -1.1%
58	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,045	$1.1m0.27%	0.27%	Added +578	+578 23.4%
59	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	9,801	$1.1m0.27%	0.27%	Reduced -35	-35 -0.4%
60	ISHARES U S ETF TR U.S. TECH INDEPD IETC	IETC	10,433	$1.1m0.27%	0.27%	Added +87	+87 0.8%
61	ISHARES TR EAFE VALUE ETF EFV	EFV	14,018	$1.1m0.26%	0.26%	Added +1.9k	+1,924 15.9%
62	GILEAD SCIENCES INC COM GILD	GILD	8,055	$1.0m0.25%	0.25%	Unchanged
63	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	20,645	$1.0m0.25%	0.25%	Added +632	+632 3.2%
64	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,322	$993.4k0.24%	0.24%	Added +2	+2 0.1%
65	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	2,448	$970.8k0.24%	0.24%	Added +133	+133 5.8%
66	VANGUARD WORLD FD ENERGY ETF VDE	VDE	6,249	$938.1k0.23%	0.23%	Added +14	+14 0.2%
67	ISHARES TR MRGSTR MD CP ETF IMCB	IMCB	9,638	$930.6k0.23%	0.23%	Added +1.0k	+1,047 12.2%
68	ISHARES TR EAFE GRWTH ETF EFG	EFG	7,312	$909.8k0.22%	0.22%	Added +886	+886 13.8%
69	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,171	$884.4k0.22%	0.22%	Added +3	+3 0.0%
70	ISHARES TR US INFRASTRUC IFRA	IFRA	13,635	$859.6k0.21%	0.21%	Unchanged
71	ISHARES TR CORE MSCI EAFE IEFA	IEFA	8,872	$856.9k0.21%	0.21%	Added +436	+436 5.2%
72	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	9,569	$824.3k0.20%	0.20%	Added +131	+131 1.4%
73	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	30,233	$791.5k0.19%	0.19%	Added +8.3k	+8,289 37.8%
74	ABBOTT LABS COM ABT	ABT	8,568	$777.5k0.19%	0.19%	Unchanged
75	ELI LILLY & CO COM LLY	LLY	641	$768.8k0.19%	0.19%	Unchanged
76	NU HLDGS LTD ORD SHS CL A NU	NU	57,533	$768.6k0.19%	0.19%	Added +19.8k	+19,808 52.5%
77	UBIQUITI INC COM UI	UI	1,409	$752.5k0.18%	0.18%	Added +1.2k	+1,203 584.0%
78	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,069	$751.7k0.18%	0.18%	Added +9	+9 0.2%
79	UBER TECHNOLOGIES INC COM UBER	UBER	10,188	$735.2k0.18%	0.18%	Added +7.6k	+7,649 301.3%
80	INTEL CORP COM INTC	INTC	5,196	$725.5k0.18%	0.18%	Reduced -252	-252 -4.6%
81	CATERPILLAR INC COM CAT	CAT	648	$690.1k0.17%	0.17%	Unchanged
82	ORACLE CORP COM ORCL	ORCL	4,533	$664.4k0.16%	0.16%	Unchanged
83	HOME DEPOT INC COM HD	HD	1,870	$659.4k0.16%	0.16%	Reduced -24	-24 -1.3%
84	FIDELITY COVINGTON TRUST ENHANCED LARGE FELC	FELC	15,227	$638.2k0.16%	0.16%	Added +77	+77 0.5%
85	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,674	$635.7k0.15%	0.15%	Added +27	+27 0.3%
86	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	13,137	$634.4k0.15%	0.15%	Added +1.0k	+1,039 8.6%
87	GE AEROSPACE COM NEW GE	GE	1,679	$627.5k0.15%	0.15%	Reduced -21	-21 -1.2%
88	APPLIED MATLS INC COM AMAT	AMAT	839	$606.8k0.15%	0.15%	Unchanged
89	COMCAST CORP NEW CL A CMCSA	CMCSA	24,456	$600.4k0.15%	0.15%	Added +8.6k	+8,621 54.4%
90	HDFC BANK LTD SPONSORED ADS HDB	HDB	23,119	$597.2k0.15%	0.15%	Unchanged
91	BROOKFIELD CORP CL A LTD VT SH BN	BN	14,014	$596.8k0.15%	0.15%	Unchanged
92	ISHARES TR GLB CNSM STP ETF KXI	KXI	8,822	$595.8k0.15%	0.15%	Added +3.2k	+3,189 56.6%
93	VALE S A SPONSORED ADS VALE	VALE	39,456	$593.4k0.14%	0.14%	Unchanged
94	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	6,746	$591.7k0.14%	0.14%	Added +1	+1 0.0%
95	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	15,490	$588.0k0.14%	0.14%	Added +6.1k	+6,124 65.4%
96	CARRIER GLOBAL CORPORATION COM CARR	CARR	7,828	$574.2k0.14%	0.14%	Unchanged
97	SEMPRA COM SRE	SRE	6,162	$571.3k0.14%	0.14%	Unchanged
98	DISNEY WALT CO COM DIS	DIS	5,779	$556.2k0.14%	0.14%	Unchanged
99	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,194	$554.7k0.14%	0.14%	Added +4	+4 0.1%
100	NOVO-NORDISK A S ADR NVO	NVO	11,256	$539.6k0.13%	0.13%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,498	$677.4k1.5k shares
THOMSON REUTERS CORP		400	$36.0k400 shares
INNOVATOR ETFS TR FFTY	FFTY	554	$18.5k554 shares
DUPONT DE NEMOURS INC DWDP	DWDP	88	$12.1k88 shares
MORGAN STANLEY MS	MS	51	$8.4k51 shares
CARNIVAL CORP		240	$6.2k240 shares
AIR LEASE CORP AL	AL	60	$3.9k60 shares
PROSHARES TR TQQQ	TQQQ	69	$2.9k69 shares
TWILIO INC TWLO	TWLO	8	$1.0k8 shares
GLOBAL X FDS URA	URA	6	$2916 shares
SUN CTRY AIRLS HLDGS INC SNCY	SNCY	10	$16510 shares
KYNDRYL HLDGS INC KD	KD	8	$1058 shares
ISHARES TR TOPT	TOPT	3	$883 shares
VIRGIN GALACTIC HOLDINGS INC SPCE	SPCE	4	$104 shares