Financial Perspectives, Inc

Q3 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
730
Total value ($000)
$430,732
Net value change ($000)
+19,867 (4.8%)
New positions
10
Sold out positions
9
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 4,866 37.1%
AAPL 2,614 14.0%
META 1,457 45.4%
NVDA 1,376 15.4%
MDT 1,188 7.2%
VGT 1,183 4.4%
IVW 1,036 7.5%
SHOP 774 29.9%
SHY 757 NEW
VYMI 717 5.1%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -837 -7.3%
TSM -749 -4.8%
TSLA -584 -15.6%
SMH -531 -30.1%
VIGI -433 -4.2%
TEVA -381 -100.0%
VIG -378 -3.6%
ASML -331 -9.5%
UNH -326 -18.3%
XOM -237 -100.0%
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