Financial Perspectives, Inc - Q12026 Holdings

Financial Perspectives, Inc holds 715 stocks with a total portfolio value of $ 358.2M as of Q12026. In Q12026, Financial Perspectives, Inc added 13 new positions, increased stakes in 181 stocks, reduced 37 holdings, and fully exited 11 positions. The largest holding is Vanguard Whitehall Fds (VYM), representing 6.00% of the total portfolio.