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
$1.1 Billion 0.3% of portfolio
10,859
Q4 2025 Added 1.28%
$0
$1.08 Billion 0.29% of portfolio
17,292
Q4 2025 Added 0.16%
$67.6B
$1.08 Billion 0.29% of portfolio
20,205
Q4 2025 Added 0.11%
$228B
$1.07 Billion 0.29% of portfolio
8,568
Q3 2025 Added 1.18%
$404B
$1.03 Billion 0.28% of portfolio
1,197
Q4 2025 Added 3.46%
$0
$1.02 Billion 0.28% of portfolio
4,162
Q4 2025 Added 0.9%
$156B
$989 Million 0.27% of portfolio
8,055
Q3 2025 Added 0.01%
$0
$970 Million 0.26% of portfolio
2,694
Q2 2025 Added 0.04%
$0
$952 Million 0.26% of portfolio
9,831
Q4 2025 Reduced 5.22%
$0
$955 Million 0.26% of portfolio
3,319
Q4 2025 Added 0.09%
$593B
$884 Million 0.24% of portfolio
4,533
Q4 2025 Added 0.09%
$0
$901 Million 0.24% of portfolio
2,287
Q4 2025 Added 3.62%
$68.4B
$845 Million 0.23% of portfolio
23,119
Q4 2025 Added 7.34%
$0
$856 Million 0.23% of portfolio
19,617
Q4 2025 Added 21.7%
$0
$800 Million 0.22% of portfolio
2,387
Q4 2025 Added 1.27%
$0
$811 Million 0.22% of portfolio
9,164
Q4 2025 Reduced 0.67%
$0
$767 Million 0.21% of portfolio
1,573
Q4 2025 Added 0.13%
$0
$784 Million 0.21% of portfolio
6,223
Q4 2025 Reduced 7.34%
$0
$786 Million 0.21% of portfolio
11,007
Q4 2025 Added 11.51%
$0
$727 Million 0.2% of portfolio
8,123
Q4 2025 Added 10.95%
$971B
$693 Million 0.19% of portfolio
645
Q4 2025 Reduced 4.87%
$0
$717 Million 0.19% of portfolio
13,635
Q3 2024 Added 0.01%
$512B
$655 Million 0.18% of portfolio
1,147
Q3 2025 Reduced 0.09%
$0
$665 Million 0.18% of portfolio
8,036
Q4 2025 Added 25.9%
$0
$668 Million 0.18% of portfolio
5,861
Q4 2025 Added 36.08%
$56.3B
$632 Million 0.17% of portfolio
37,725
Q4 2025 Added 0.55%
Brookfield Corp
-
$643 Million 0.17% of portfolio
-
Q4 2025 Added 49.98%
$193B
$635 Million 0.17% of portfolio
5,578
Q3 2025 Reduced 0.09%
$28.1B
$627 Million 0.17% of portfolio
13,484
Q4 2025 Reduced 26.61%
$193B
$618 Million 0.17% of portfolio
1,091
Q3 2022 Added 1.02%
$0
$590 Million 0.16% of portfolio
4,912
Q4 2025 Added 3.54%
$367B
$605 Million 0.16% of portfolio
1,758
Q4 2025 Reduced 1.01%
Capital Grp Fixed Incm ETF T
-
$558 Million 0.15% of portfolio
-
Q4 2025 Added 52.66%
$109B
$573 Million 0.15% of portfolio
11,256
Q4 2025 Reduced 1.08%
Brookfield Infrastructure CO
-
$575 Million 0.15% of portfolio
-
Q4 2025 Added 0.05%
Rubrik Inc.
-
$574 Million 0.15% of portfolio
-
Q2 2025 Reduced 33.02%
$132B
$556 Million 0.15% of portfolio
2,850
Q4 2025 Reduced 1.11%
Fidelity Covington Trust
-
$560 Million 0.15% of portfolio
-
Q4 2025 Added 14.27%
$28.9B
$544 Million 0.15% of portfolio
6,158
Q4 2025 Reduced 2.19%
$328B
$524 Million 0.14% of portfolio
1,700
Q4 2025 Reduced 0.87%
$0
$517 Million 0.14% of portfolio
7,690
Q4 2025 Reduced 0.62%
$55.3B
$512 Million 0.14% of portfolio
39,316
Q3 2025 Added 33.09%
$388B
$523 Million 0.14% of portfolio
2,442
Q3 2025 Reduced 2.51%
$279B
$464 Million 0.13% of portfolio
4,168
Q2 2025 Added 0.02%
$0
$474 Million 0.13% of portfolio
7,187
Q4 2025 Added 2.45%
$120B
$473 Million 0.13% of portfolio
15,821
Q4 2025 Added 0.44%
$24.2B
$492 Million 0.13% of portfolio
1,172
Q4 2025 Added 68.15%
$533B
$470 Million 0.13% of portfolio
1,340
Q3 2025 Reduced 0.96%
$342B
$458 Million 0.12% of portfolio
2,575
Q4 2025 Reduced 3.74%

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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