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Portfolio (Quarterly) Guide ↗

Financial Perspectives, Inc

· CIK 0002003287
13F Portfolio $411M AUM 728 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 728 New
Page 3 of 37  ·  728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNQ CANADIAN NAT RES LTD MED TER Energy 49,700.0 $2.0M 0.48% NEW $39.50 +24.7%
42 J P MORGAN EXCHANGE TRADED F 35,565.0 $1.8M 0.44% NEW $50.57
43 UNH UNITEDHEALTH GROUP INC Healthcare 4,284.0 $1.8M 0.43% NEW $415.65 -4.8%
44 SMH VANECK ETF TRUST 2,693.0 $1.8M 0.43% NEW $655.89 -9.4%
45 VTV VANGUARD INDEX FDS 7,758.0 $1.7M 0.41% NEW $217.94 +4.0%
46 FENY FIDELITY COVINGTON TRUST 56,604.0 $1.7M 0.41% NEW $29.56 +17.5%
47 BERKSHIRE HATHAWAY INC DEL 3,015.0 $1.5M 0.37% NEW $500.39
48 VEA VANGUARD TAX-MANAGED FDS 20,632.0 $1.5M 0.36% NEW $71.25 +3.4%
49 AMD ADVANCED MICRO DEVICES INC Technology 2,451.0 $1.4M 0.35% NEW $580.91 -12.9%
50 GOOGL ALPHABET INC Communication Services 3,915.0 $1.4M 0.34% NEW $357.36 -3.7%
51 IWM ISHARES TR 4,520.0 $1.4M 0.33% NEW $300.46 +1.2%
52 AMGN AMGEN INC Healthcare 3,675.0 $1.3M 0.32% NEW $362.13 +15.8%
53 FNDF SCHWAB STRATEGIC TR 24,230.0 $1.3M 0.31% NEW $52.76 +5.6%
54 SE SEA LTD Consumer Cyclical 13,274.0 $1.3M 0.31% NEW $95.83 +24.6%
55 USB US BANCORP Financial Services 20,193.0 $1.2M 0.30% NEW $60.40 +7.4%
56 VT VANGUARD INTL EQUITY INDEX F 7,475.0 $1.2M 0.29% NEW $156.94 +3.1%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,238.0 $1.2M 0.28% NEW $935.74 +1.9%
58 VTI VANGUARD INDEX FDS 3,045.0 $1.1M 0.27% NEW $370.02 +3.3%
59 TDIV FIRST TR EXCHANGE TRADED FD 9,801.0 $1.1M 0.27% NEW $114.88 +1.1%
60 IETC ISHARES U S ETF TR 10,433.0 $1.1M 0.27% NEW $107.35 +4.6%
Page 3 of 37  ·  728 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Healthcare 19.2%
Financial Services 10.0%
Communication Services 8.4%
Consumer Cyclical 8.1%
Industrials 3.4%
Consumer Defensive 2.0%
Utilities 1.4%
Energy 1.4%
Basic Materials 0.7%