Financial Perspectives, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm’s chief compliance officer as Nicole Wilken, with an address in Minneapolis, Minnesota.
The report details a portfolio consisting of 730 individual securities. The largest holding disclosed in the filing is Apple Inc., for which the firm holds 21,310,392 shares. Other significant positions include Amazon.com Inc. with 6,150,517 shares, Broadcom Inc. with 10,683,330 shares, and Alphabet Inc. Class C shares with 9,982,755 shares.
The portfolio is heavily diversified across various sectors. Technology companies represent a substantial portion of the holdings, including Advanced Micro Devices Inc. (1,499,424 shares), ASML Holding N.V. (3,164,750 shares), and Salesforce Inc. (not explicitly listed in the snippet but implied by the context of large tech holdings). Financial services holdings include JPMorgan Chase & Co. (3,922,29 shares), Bank of America Corp. (392,229 shares), and BlackRock Inc. (353,886 shares).
Energy and industrial sectors are also represented, with holdings in ExxonMobil Holdings Corp. (277,511 shares), Chevron Corporation (124,692 shares), and Deere & Co. (530,525 shares). The filing also includes various exchange-traded funds, such as the Fidelity Covington Trust MSCI Energy Index (1,890,874 shares) and the Fidelity Covington Trust MSCI Financials Index (3,824,505 shares).
