Financial Perspectives, Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $20.96M | 5.6% |
| Medtronic plc | $20.87M | 5.6% |
| VANGUARD WHITEHALL FDS | $20.71M | 5.6% |
| Apple Inc. | $17.37M | 4.7% |
| MICROSOFT CORP | $16.07M | 4.3% |
| BOSTON SCIENTIFIC CORP | $12.89M | 3.5% |
| ISHARES TR | $12.17M | 3.3% |
| VANGUARD WHITEHALL FDS | $12.03M | 3.2% |
| Broadcom Inc. | $11.24M | 3.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $10.19M | 2.7% |
| VANGUARD SPECIALIZED FUNDS | $10.04M | 2.7% |
| VANGUARD WHITEHALL FDS | $9.96M | 2.7% |
| ISHARES TR | $9.02M | 2.4% |
| Alphabet Inc. | $8.67M | 2.3% |
| NVIDIA Corp | $8.40M | 2.3% |
| FIDELITY COVINGTON TRUST | $6.54M | 1.8% |
| FIDELITY COVINGTON TRUST | $6.38M | 1.7% |
| ISHARES TR | $5.13M | 1.4% |
| Amazon.com Inc | $5.12M | 1.4% |
| SPDR S&P 500 ETF TR | $4.85M | 1.3% |
| ISHARES TR | $4.82M | 1.3% |
| Tesla Inc | $3.88M | 1.0% |
| JPMORGAN CHASE & CO | $3.40M | 0.9% |
| SHOPIFY INC | $3.04M | 0.8% |
| AbbVie Inc. | $3.02M | 0.8% |
| VANGUARD WORLD FD | $2.99M | 0.8% |
| Meta Platforms Inc | $2.91M | 0.8% |
| VANGUARD INDEX FDS | $2.82M | 0.8% |
| MercadoLibre, Inc. | $2.66M | 0.7% |
| ISHARES TR | $2.56M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $2.40M | 0.6% |
| ISHARES TR | $2.39M | 0.6% |
| CAPITAL GROUP GBL GROWTH EQT | $2.38M | 0.6% |
| CAPITAL GROUP GROWTH ETF | $2.31M | 0.6% |
| 3M CO | $2.17M | 0.6% |
| INVESCO QQQ TR | $2.10M | 0.6% |
| ASML HOLDING N V | $2.03M | 0.5% |
| SCHWAB STRATEGIC TR | $1.83M | 0.5% |
| ISHARES TR | $1.72M | 0.5% |
| Sea Ltd | $1.69M | 0.5% |
| JOHNSON & JOHNSON | $1.67M | 0.5% |
| Warren E. Buffett | $1.50M | 0.4% |
| VANGUARD INDEX FDS | $1.43M | 0.4% |
| UNITEDHEALTH GROUP INC | $1.42M | 0.4% |
| FIDELITY COVINGTON TRUST | $1.40M | 0.4% |
| Alphabet Inc. | $1.23M | 0.3% |
| MICRON TECHNOLOGY INC | $1.22M | 0.3% |
| AMGEN INC | $1.20M | 0.3% |
| CANADIAN NAT RES LTD | $1.13M | 0.3% |
| ISHARES U S ETF TR | $1.10M | 0.3% |