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
Lucid Group Inc
-
$95,000 0.0% of portfolio
-
Q3 2025 New
$16.8B
$6.74 Million 0.0% of portfolio
100
Q2 2021 Reduced 99.28%
$5.87B
$1.5 Million 0.0% of portfolio
24
Q2 2025 New
Irsa Inversiones Y Rep S A
-
$99,000 0.0% of portfolio
-
Q4 2025 Added 50.0%
$0
$6.22 Million 0.0% of portfolio
97
Q4 2025 Added 1.04%
$24.1B
$12.9 Million 0.0% of portfolio
200
Q4 2022 Added 100.0%
-
$14.1 Million 0.0% of portfolio
-
Q4 2025 Added 4.42%
$0
$17.5 Million 0.0% of portfolio
364
Q4 2025 Added 1.39%
$0
$17.6 Million 0.0% of portfolio
202
Q4 2025 New
$0
$14.9 Million 0.0% of portfolio
328
Q4 2023 Added 14.69%
$0
$14.2 Million 0.0% of portfolio
305
Q4 2025 New
$0
$18 Million 0.0% of portfolio
170
Q1 2024 Added 400.0%
$0
$1.39 Million 0.0% of portfolio
7
Q2 2024 New
$0
$273,000 0.0% of portfolio
2
Q2 2024 New
$0
$1.5 Million 0.0% of portfolio
6
Q2 2024 New
$0
$16.2 Million 0.0% of portfolio
115
Q2 2021 Reduced 99.12%
$0
$12.4 Million 0.0% of portfolio
160
Q4 2025 Added 2.56%
$5.13B
$1.24 Million 0.0% of portfolio
7
Q1 2024 Reduced 97.95%
$9.4B
$1.44 Million 0.0% of portfolio
32
Q3 2025 New
$1.06B
$425,000 0.0% of portfolio
34
Q2 2025 New
$123B
$12.7 Million 0.0% of portfolio
26
Q4 2023 Added 44.44%
$13.3B
$3.94 Million 0.0% of portfolio
100
Q2 2025 Reduced 60.0%
$0
$12.3 Million 0.0% of portfolio
505
Q2 2021 Reduced 96.13%
$19.3B
$34,000 0.0% of portfolio
2
Q2 2025 New
$30.9B
$9.25 Million 0.0% of portfolio
90
Q2 2021 Reduced 99.01%
$0
$14.1 Million 0.0% of portfolio
171
Q4 2025 Added 106.02%
$19.9B
$2.59 Million 0.0% of portfolio
25
Q2 2025 Added 4.17%
$0
$2.72 Million 0.0% of portfolio
11
Q2 2024 New
$5.83B
$212,000 0.0% of portfolio
8
Q4 2021 New
$0
$17.8 Million 0.0% of portfolio
583
Q4 2025 Added 0.34%
$30.4B
$364,000 0.0% of portfolio
15
Q2 2021 Reduced 97.5%
$3.98B
$8.68 Million 0.0% of portfolio
142
Q2 2021 Reduced 97.94%
$161B
$17.1 Million 0.0% of portfolio
14
Q2 2022 Added 7.69%
$0
$11.6 Million 0.0% of portfolio
431
Q4 2025 Added 1.17%
$0
$3.61 Million 0.0% of portfolio
362
Q2 2021 Reduced 92.29%
$0
$3.93 Million 0.0% of portfolio
319
Q2 2021 Reduced 93.62%
$0
$15.1 Million 0.0% of portfolio
226
Q4 2025 New
$10.6B
$250,000 0.0% of portfolio
4
Q4 2025 New
Six Flags Entertainment Corp
-
$1.53 Million 0.0% of portfolio
-
Q3 2024 New
$130B
$4.85 Million 0.0% of portfolio
100
Q1 2024 Reduced 74.68%
Sandisk Corp
-
$7.36 Million 0.0% of portfolio
-
Q1 2025 New
Fidelity Covington Trust
-
$15 Million 0.0% of portfolio
-
Q3 2025 Added 0.24%
$5.22B
$3.97 Million 0.0% of portfolio
42
Q4 2025 New
$1.58B
$4.88 Million 0.0% of portfolio
772
Q1 2024 New
Fidelity Covington Trust
-
$1.07 Million 0.0% of portfolio
-
Q2 2024 New
$13.8B
$17.2 Million 0.0% of portfolio
165
Q1 2024 Reduced 54.92%
$39.1B
$10.1 Million 0.0% of portfolio
152
Q4 2025 Added 0.66%
$55.7B
$4.96 Million 0.0% of portfolio
28
Q4 2025 Added 3.7%
$55.8B
$6.48 Million 0.0% of portfolio
80
Q4 2025 Added 196.3%

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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