Financial Perspectives, Inc

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
716
Total value ($000)
$358,204
Net value change ($000)
-12,980 (-3.5%)
New positions
14
Sold out positions
12
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HDV 1,134 12.6%
TSM 1,025 10.1%
VYMI 944 7.8%
VYM 778 3.8%
FSTA 716 11.2%
SCHD 633 34.7%
FENY 533 38.0%
CNQ 500 44.1%
DGRO 458 9.5%
MU 442 36.3%
Top Reduces (Value $000, Stocks/ETFs)
BSX -4,444 -34.5%
MSFT -3,694 -23.0%
MDT -1,906 -9.1%
VGT -1,464 -7.0%
AVGO -1,213 -10.8%
IVW -974 -8.0%
SHOP -799 -26.3%
GOOGL -751 -8.7%
AAPL -738 -4.2%
TSLA -673 -17.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type