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
$11.3 Million 0.0% of portfolio
100
Q4 2025 New
$0
$3.61 Million 0.0% of portfolio
68
Q4 2025 Added 100.0%
$114B
$3.44 Million 0.0% of portfolio
27
Q3 2025 Added 3.85%
$0
$12.2 Million 0.0% of portfolio
275
Q2 2021 New
-
$8,000 0.0% of portfolio
-
Q4 2022 New
$22.8B
$1.59 Million 0.0% of portfolio
16
Q4 2025 Added 6.67%
$6.38B
$1.59 Million 0.0% of portfolio
16
Q2 2021 Reduced 99.05%
$3.73B
$604,000 0.0% of portfolio
10
Q4 2025 Added 11.11%
$1.3B
$296,000 0.0% of portfolio
150
Q1 2024 Reduced 25.0%
$2.84B
$3.25 Million 0.0% of portfolio
165
Q3 2025 New
$0
$6.85 Million 0.0% of portfolio
154
Q4 2025 Added 0.65%
$9.99B
$7.19 Million 0.0% of portfolio
81
Q2 2023 Reduced 57.59%
$68.5B
$11.4 Million 0.0% of portfolio
88
Q3 2025 Added 39.68%
$17.7B
$3.67 Million 0.0% of portfolio
36
Q1 2024 Reduced 80.22%

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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