Financial Perspectives, Inc ETF holdings
Minneapolis, MN
Reported $218.7M in 251 ETFs in its Form 13F for June 30, 2026.
ETF value
$218.7M
ETFs held
251
Change from prior quarter
+16.2%
With price moves
ETFs as a share of its 13F
53.2%
of $410.9M
Top 10 of 251 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VGT | Vanguard Information Technology ETF | $26.7M | 223,584 | +195,646 shares |
| VYM | Vanguard High Dividend Yield ETF | $23.2M | 147,002 | +1,895 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $14.1M | 143,597 | +5,899 shares |
| IVW | iShares S&P 500 Growth ETF | $13.8M | 100,576 | +1,630 shares |
| VIG | Vanguard Dividend Appreciation ETF | $10.6M | 44,829 | −1,099 shares |
| HDV | iShares Core High Dividend ETF | $10.3M | 374,187 | +299,356 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $10.2M | 109,719 | −714 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $8.3M | 29,202 | +78 shares |
| FSTA | Fidelity MSCI Consumer Staples Index ETF | $7.3M | 139,634 | +3,956 shares |
| IVV | iShares Core S&P 500 ETF | $6.1M | 8,149 | +464 shares |
241 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002003287. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Financial Perspectives, Inc own?
Financial Perspectives, Inc reported 251 ETF positions worth $218.7M in its Form 13F for June 30, 2026. The largest was VGT, at $26.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.