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
$141B
$457 Million 0.12% of portfolio
18,368
Q4 2025 Added 0.14%
Fidelity Covington Trust
-
$457 Million 0.12% of portfolio
-
Q4 2025 Added 1.2%
$181B
$429 Million 0.12% of portfolio
17,276
Q4 2025 Reduced 4.87%
$0
$440 Million 0.12% of portfolio
6,984
Q4 2025 Added 0.58%
$0
$463 Million 0.12% of portfolio
5,595
Q4 2025 Added 0.56%
$0
$457 Million 0.12% of portfolio
8,492
Q4 2025 Added 3.08%
$0
$433 Million 0.12% of portfolio
6,033
Q4 2025 Added 0.92%
$169B
$417 Million 0.11% of portfolio
2,725
Q4 2025 Added 400.0%
$85.9B
$407 Million 0.11% of portfolio
1,852
Q3 2025 Added 87.64%
$59.6B
$400 Million 0.11% of portfolio
2,028
Q4 2025 Added 160.67%
$413B
$398 Million 0.11% of portfolio
7,237
Q4 2025 Reduced 1.03%
$45.2B
$414 Million 0.11% of portfolio
7,828
Q4 2025 Added 0.71%
$0
$401 Million 0.11% of portfolio
4,646
Q4 2025 Reduced 0.17%
$291B
$371 Million 0.1% of portfolio
648
Q4 2025 Reduced 43.55%
$144B
$369 Million 0.1% of portfolio
793
Q3 2025 Added 94.84%
$0
$361 Million 0.1% of portfolio
5,431
Q4 2025 Added 0.22%
$0
$354 Million 0.1% of portfolio
15,630
Q4 2025 Added 40.89%
$490B
$378 Million 0.1% of portfolio
3,142
Q4 2025 Reduced 19.58%
$0
$333 Million 0.09% of portfolio
3,472
Q4 2025 Added 0.32%
$0
$347 Million 0.09% of portfolio
2,067
Q4 2025 Added 0.1%
$130B
$332 Million 0.09% of portfolio
838
Q4 2025 Added 5.01%
Blackrock Inc
-
$334 Million 0.09% of portfolio
-
Q2 2025 Added 4.0%
$73.7B
$324 Million 0.09% of portfolio
1,235
Q4 2025 Added 48.26%
$28.2B
$351 Million 0.09% of portfolio
11,251
Q4 2022 Reduced 2.64%
$187B
$334 Million 0.09% of portfolio
1,954
Q4 2025 Added 0.05%
$0
$279 Million 0.08% of portfolio
6,249
Q4 2025 Added 95.34%
$82.2B
$281 Million 0.08% of portfolio
1,281
Q4 2024 Reduced 2.44%
$3.8B
$286 Million 0.08% of portfolio
11,101
Q4 2025 Reduced 1.43%
$0
$305 Million 0.08% of portfolio
2,227
Q4 2024 Reduced 1.81%
$224B
$314 Million 0.08% of portfolio
1,027
Q3 2025 Added 13.86%
$0
$305 Million 0.08% of portfolio
1,008
Q4 2025 Added 0.2%
$0
$303 Million 0.08% of portfolio
5,341
Q4 2025 Added 0.21%
$319B
$281 Million 0.08% of portfolio
3,645
Q4 2025 Reduced 7.23%
Capital Group Core Balanced
-
$293 Million 0.08% of portfolio
-
Q4 2025 Added 14.91%
$197B
$245 Million 0.07% of portfolio
952
Q1 2024 Reduced 0.21%
$92B
$251 Million 0.07% of portfolio
1,821
Q2 2021 Reduced 99.03%
$159B
$271 Million 0.07% of portfolio
519
Q2 2025 Added 2.57%
Fidelity Wise Origin Bitcoin
-
$277 Million 0.07% of portfolio
-
Q4 2025 Added 27.7%
$222B
$266 Million 0.07% of portfolio
460
Q3 2025 Added 0.22%
$0
$265 Million 0.07% of portfolio
2,527
Q4 2025 Added 0.88%
$283B
$245 Million 0.07% of portfolio
1,774
Q3 2024 Added 47.83%
$0
$242 Million 0.07% of portfolio
6,676
Q3 2025 Added 2.46%
$0
$275 Million 0.07% of portfolio
2,417
Q4 2025 Added 0.17%
$65.3B
$243 Million 0.07% of portfolio
2,991
Q4 2025 Added 8.65%
$111B
$265 Million 0.07% of portfolio
750
Q3 2025 Added 368.75%
$303B
$270 Million 0.07% of portfolio
1,770
Q4 2025 Added 0.28%
$3.1B
$227 Million 0.06% of portfolio
23,499
Q4 2025 Added 1.6%
$204B
$235 Million 0.06% of portfolio
1,637
Q3 2025 Added 11.97%
$0
$214 Million 0.06% of portfolio
3,732
Q4 2025 Added 0.86%

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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