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Financial Perspectives, Inc
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $430,731,567
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $27,905,518
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $23,301,640
- APPLE INC · COM · 037833100 · shares: $21,310,392
- MICROSOFT CORP · COM · 594918104 · shares: $17,978,570
- MEDTRONIC PLC · SHS · G5960L103 · shares: $17,790,385
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $14,867,621
- VANGUARD WHITEHALL FDS · INTL HIGH ETF · 921946794 · shares: $14,817,604
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $14,748,142
- BROADCOM INC · COM · 11135F101 · shares: $10,683,330
- NVIDIA CORPORATION · COM · 67066G104 · shares: $10,302,000
Reported holdings
730 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| RINGCENTRAL INC | CL A | 76680R206 | — | 5 shares | $376 |
| NEWS CORP NEW | CL A | 65249B109 | — | 13 shares | $372 |
| KRAFT HEINZ CO | COM | 500754106 | — | 15 shares | $341 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 | — | 35 shares | $298 |
| PLUG PWR INC | COM NEW | 72919P202 | — | 150 shares | $291 |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | — | 42 shares | $253 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 9 shares | $253 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 13 shares | $247 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 2 shares | $238 |
| CELULARITY INC | CL A NEW | 151190204 | — | 171 shares | $231 |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 48138M105 | — | 34 shares | $226 |
| ADVANSIX INC | COM | 00773T101 | — | 11 shares | $175 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 4 shares | $171 |
| PENN ENTERTAINMENT INC | COM | 707569109 | — | 11 shares | $161 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | — | 20 shares | $154 |
| CRONOS GROUP INC | COM | 22717L101 | — | 45 shares | $149 |
| DXC TECHNOLOGY CO | COM | 23355L106 | — | 8 shares | $87 |
| IRSA INVERSIONES Y REP S A | SPON GDS ECH 10 | 450047303 | — | 6 shares | $84 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | — | 1 shares | $76 |
| NIO INC | SPON ADS | 62914V106 | — | 22 shares | $75 |
| UNISYS CORP | COM NEW | 909214306 | — | 30 shares | $69 |
| CHEGG INC | COM | 163092109 | — | 70 shares | $51 |
| NET LEASE OFFICE PROPERTIES | COM | 64110Y108 | — | 5 shares | $49 |
| LUCID GROUP INC | COM NEW | 549498202 | — | 9 shares | $37 |
| GILAT SATELLITE NETWORKS LTD | SHS NEW | M51474118 | — | 3 shares | $30 |
| LI AUTO INC | SPONSORED ADS | 50202M102 | — | 2 shares | $23 |
| ORGANIGRAM GLOBAL INC | COM | 68617J100 | — | 23 shares | $23 |
| EDITAS MEDICINE INC | COM | 28106W103 | — | 6 shares | $15 |
| BIOVIE INC | COM CL A NEW | 09074F504 | — | 6 shares | $9 |
| PRECISION OPTICS CORP INC MA | COM NEW | 740294400 | — | 2 shares | $8 |