Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Perspectives, Inc (CIK 2003287) reported $358.2M across 709 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($21.5M, 6.00%), VGT ($19.5M, 5.44%), MDT ($19.0M, 5.30%), AAPL ($16.6M, 4.64%), VYMI ($13.0M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $21.5M | 6.00% | 145,107 | Added |
| 2 | VGT | VANGUARD WORLD FD | $19.5M | 5.44% | 27,938 | Added |
| 3 | MDT | MEDTRONIC PLC | $19.0M | 5.30% | 218,905 | Added |
| 4 | AAPL | APPLE INC | $16.6M | 4.64% | 65,530 | Added |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $13.0M | 3.62% | 137,698 | Added |
| 6 | MSFT | MICROSOFT CORP | $12.4M | 3.45% | 33,429 | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.2M | 3.13% | 33,198 | Trimmed |
| 8 | IVW | ISHARES TR | $11.2M | 3.12% | 98,946 | Added |
| 9 | HDV | ISHARES TR | $10.2M | 2.84% | 74,831 | Added |
| 10 | AVGO | BROADCOM INC | $10.0M | 2.80% | 32,404 | Trimmed |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $9.9M | 2.76% | 45,928 | Added |
| 12 | VIGI | VANGUARD WHITEHALL FDS | $9.8M | 2.73% | 110,433 | Added |
| 13 | BSX | BOSTON SCIENTIFIC CORP | $8.4M | 2.36% | 134,570 | Trimmed |
| 14 | GOOG | ALPHABET INC | $7.9M | 2.21% | 27,592 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $7.9M | 2.19% | 45,075 | Added |
| 16 | FSTA | FIDELITY COVINGTON TRUST | $7.1M | 1.98% | 135,678 | Added |
| 17 | FTEC | FIDELITY COVINGTON TRUST | $6.1M | 1.69% | 29,124 | Added |
| 18 | DGRO | ISHARES TR | $5.3M | 1.47% | 75,182 | Added |
| 19 | IVV | ISHARES TR | $5.0M | 1.40% | 7,685 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 1.30% | 7,182 | Added |
| 21 | AMZN | AMAZON COM INC | $4.6M | 1.28% | 22,088 | Trimmed |
| 22 | VDC | VANGUARD WORLD FD | $3.3M | 0.91% | 14,576 | Added |
| 23 | TSLA | TESLA INC | $3.2M | 0.90% | 8,627 | Hold |
| 24 | JPM | JPMORGAN CHASE & CO | $3.1M | 0.87% | 10,643 | Added |
| 25 | ABBV | ABBVIE INC | $2.9M | 0.80% | 13,217 | Added |
Source: SEC Form 13F filings · as of 2026-03-31