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Financial Perspectives, Inc
Updated 2 days agoManaged by Financial Perspectives, Inc • Latest filing Q3 2026
Portfolio value
$430.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $371.2M |
| Q1 2026 | $358.2M |
| Q2 2026 | $410.9M |
| Q3 2026 | $430.7M |
Top holdings
730 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $27.9M | 222.1K | 6.48% | — | |
| 2 | $23.3M | 150.1K | 5.41% | — | |
| 3 | $21.3M | 64.0K | 4.95% | — | |
| 4 | $18M | 35.1K | 4.17% | — | |
| 5 | $17.8M | 206.2K | 4.13% | — | |
| 6 | $14.9M | 104.5K | 3.45% | — | |
| 7 | $14.8M | 146.5K | 3.44% | — | |
| 8 | $14.7M | 32.3K | 3.42% | — | |
| 9 | $10.7M | 30.4K | 2.48% | — | |
| 10 | $10.3M | 45.1K | 2.39% | — | |
| 11 | $10.3M | 366.7K | 2.38% | — | |
| 12 | $10.2M | 43.8K | 2.37% | — | |
| 13 | $10M | 29.3K | 2.32% | — | |
| 14 | $9.8M | 103.9K | 2.28% | — | |
| 15 | $8.9M | 29.5K | 2.06% | — | |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $7.3M | 144.1K | 1.70% | — |
| 17 | $6.8M | 8.9K | 1.58% | — | |
| 18 | $6.4M | 146.9K | 1.49% | — | |
| 19 | $6.2M | 24.7K | 1.43% | — | |
| 20 | $5.7M | 75.6K | 1.32% | — |