Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $371 Billion
  • Q4 2025

Financial Perspectives, Inc has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $371 Billion distributed in 714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $21B, Medtronic PLC with a value of $20.9B, Vanguard Whitehall Fds (Vangua with a value of $20.7B, Apple Inc. with a value of $17.4B, and Microsoft Corp with a value of $16.1B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $361B to 371B.

Financial Perspectives, Inc is based out at Minneapolis, MN

Below you can find more details about Financial Perspectives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $371 Billion
ETFs: $181 Billion
Technology: $76.6 Billion
Healthcare: $48.3 Billion
Consumer Cyclical: $15.8 Billion
Communication Services: $15 Billion
Financial Services: $11.6 Billion
Industrials: $6.24 Billion
Consumer Defensive: $3.58 Billion
Other: $5.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21 Billion 5.65% of portfolio
27,803
Q4 2025 Added 0.58%
$128B
$20.9 Billion 5.62% of portfolio
217,302
Q4 2025 Added 0.17%
$0
$20.7 Billion 5.58% of portfolio
144,312
Q4 2025 Added 0.55%
$4.3T
$17.4 Billion 4.68% of portfolio
63,890
Q4 2025 Reduced 0.12%
$3.78T
$16.1 Billion 4.33% of portfolio
33,225
Q4 2025 Reduced 0.08%
$147B
$12.9 Billion 3.47% of portfolio
135,167
Q4 2025 Reduced 0.73%
$0
$12.2 Billion 3.28% of portfolio
98,702
Q4 2025 Added 3.57%
$0
$12 Billion 3.24% of portfolio
133,702
Q4 2025 Added 7.56%
$139B
$11.2 Billion 3.03% of portfolio
32,483
Q4 2025 Reduced 1.18%
$1.46T
$10.2 Billion 2.75% of portfolio
33,546
Q4 2025 Reduced 0.73%
$0
$10 Billion 2.7% of portfolio
45,674
Q4 2025 Reduced 1.2%
$0
$9.96 Billion 2.68% of portfolio
108,917
Q4 2025 Added 2.11%
$0
$9.02 Billion 2.43% of portfolio
74,187
Q4 2025 Added 1.47%
$1.74T
$8.67 Billion 2.33% of portfolio
27,615
Q4 2025 Reduced 0.85%
$465B
$8.4 Billion 2.26% of portfolio
45,051
Q4 2025 Reduced 0.33%
$0
$6.54 Billion 1.76% of portfolio
29,120
Q4 2025 Added 2.09%
$2.39T
$5.12 Billion 1.38% of portfolio
22,181
Q4 2025 Reduced 0.01%
$0
$5.13 Billion 1.38% of portfolio
7,485
Q4 2025 Added 8.67%
$0
$4.85 Billion 1.31% of portfolio
7,112
Q4 2025 Added 0.79%
$0
$4.82 Billion 1.3% of portfolio
69,403
Q4 2025 Added 5.6%
$1.29T
$3.88 Billion 1.05% of portfolio
8,627
Q4 2025 Added 4.72%
$881B
$3.4 Billion 0.92% of portfolio
10,544
Q4 2025 Added 0.01%
$174B
$3.04 Billion 0.82% of portfolio
18,858
Q3 2025 Reduced 0.33%
$414B
$3.02 Billion 0.81% of portfolio
13,214
Q4 2025 Reduced 0.12%
$0
$2.99 Billion 0.81% of portfolio
14,154
Q4 2025 Added 5.12%
$1.37T
$2.91 Billion 0.78% of portfolio
4,403
Q4 2025 Reduced 6.02%
$0
$2.82 Billion 0.76% of portfolio
4,493
Q4 2025 Added 1.24%
$103B
$2.66 Billion 0.72% of portfolio
1,323
Q2 2025 Reduced 7.42%
$0
$2.56 Billion 0.69% of portfolio
12,796
Q4 2025 Added 1.07%
$0
$2.4 Billion 0.65% of portfolio
47,458
Q4 2025 Reduced 1.09%
$0
$2.39 Billion 0.64% of portfolio
60,522
Q4 2025 Added 1.69%
$0
$2.38 Billion 0.64% of portfolio
68,567
Q4 2025 Added 15.3%
$0
$2.31 Billion 0.62% of portfolio
51,957
Q4 2025 Added 3.35%
$91.4B
$2.17 Billion 0.58% of portfolio
13,524
Q4 2025 Reduced 2.16%
$0
$2.1 Billion 0.57% of portfolio
3,422
Q4 2025 Added 4.2%
$405B
$2.03 Billion 0.55% of portfolio
1,893
Q4 2025 Reduced 1.87%
$0
$1.83 Billion 0.49% of portfolio
66,564
Q4 2025 Added 0.48%
$79.1B
$1.69 Billion 0.46% of portfolio
13,274
Q4 2025 Reduced 0.6%
$0
$1.72 Billion 0.46% of portfolio
3,641
Q4 2025 Added 7.4%
$522B
$1.67 Billion 0.45% of portfolio
8,088
Q4 2025 Reduced 0.25%
$662B
$1.5 Billion 0.41% of portfolio
2,993
Q3 2025 Reduced 4.86%
$300B
$1.42 Billion 0.38% of portfolio
4,292
Q4 2025 Reduced 3.44%
$0
$1.4 Billion 0.38% of portfolio
56,641
Q4 2025 Added 0.04%
$0
$1.43 Billion 0.38% of portfolio
7,467
Q4 2025 Added 10.43%
$268B
$1.22 Billion 0.33% of portfolio
4,261
Q4 2025 Added 0.02%
$1.65T
$1.23 Billion 0.33% of portfolio
3,918
Q4 2025 Reduced 0.36%
$183B
$1.2 Billion 0.32% of portfolio
3,662
Q4 2025 Added 1.98%
$38.8B
$1.13 Billion 0.31% of portfolio
33,516
Q4 2025 Added 29.75%
$0
$1.1 Billion 0.3% of portfolio
24,230
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 714
  • Current Value $371 Billion
  • Prior Value $361 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 33 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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