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
Ge Vernova Inc
-
$228 Million 0.06% of portfolio
-
Q4 2025 Reduced 0.85%
Capital Group International
-
$205 Million 0.06% of portfolio
-
Q4 2025 Added 22.66%
$124B
$227 Million 0.06% of portfolio
4,894
Q1 2024 Added 19.54%
$181B
$207 Million 0.06% of portfolio
2,539
Q3 2025 New
$16.2B
$214 Million 0.06% of portfolio
6,154
Q4 2024 Reduced 17.37%
$0
$215 Million 0.06% of portfolio
770
Q2 2025 Reduced 5.17%
$23.5B
$179 Million 0.05% of portfolio
588
Q4 2024 Reduced 32.34%
$0
$196 Million 0.05% of portfolio
607
Q4 2025 Added 0.17%
$277B
$171 Million 0.05% of portfolio
1,864
Q1 2025 Added 0.05%
$0
$169 Million 0.05% of portfolio
3,334
Q4 2025 Reduced 17.29%
$22.7B
$189 Million 0.05% of portfolio
10,865
Q4 2025 Added 2.87%
-
$191 Million 0.05% of portfolio
-
Q4 2025 Added 24.34%
-
$178 Million 0.05% of portfolio
-
Q4 2025 Added 43.66%
$0
$197 Million 0.05% of portfolio
3,911
Q3 2025 Added 6.83%
Solventum Corp
-
$200 Million 0.05% of portfolio
-
Q3 2025 Reduced 18.97%
$4.71B
$202 Million 0.05% of portfolio
13,688
Q2 2025 Added 0.41%
-
$201 Million 0.05% of portfolio
-
Q2 2025 Added 297.44%
$0
$175 Million 0.05% of portfolio
824
Q4 2025 Added 0.37%
$37.5B
$180 Million 0.05% of portfolio
2,590
Q3 2025 Added 0.04%
$0
$181 Million 0.05% of portfolio
1,761
Q4 2025 Added 0.51%
$26.6B
$177 Million 0.05% of portfolio
1,369
Q4 2025 Added 0.44%
$172B
$154 Million 0.04% of portfolio
3,793
Q4 2025 Reduced 3.61%
$74.3B
$149 Million 0.04% of portfolio
193
Q4 2024 Added 10.92%
$26.6B
$166 Million 0.04% of portfolio
2,000
Q2 2021 Reduced 97.3%
$32.2B
$150 Million 0.04% of portfolio
2,608
Q2 2021 Reduced 98.25%
$0
$151 Million 0.04% of portfolio
1,563
Q4 2025 Added 21.26%
$0
$148 Million 0.04% of portfolio
1,959
Q4 2025 Added 1.56%
$0
$155 Million 0.04% of portfolio
1,048
Q4 2025 Reduced 4.99%
$0
$145 Million 0.04% of portfolio
1,972
Q4 2025 Added 22.48%
$0
$165 Million 0.04% of portfolio
929
Q2 2025 Reduced 2.31%
$0
$140 Million 0.04% of portfolio
1,086
Q4 2025 Added 0.28%
$30.3B
$150 Million 0.04% of portfolio
2,300
Q2 2025 Added 1.68%
Brookfield Renewable Corp
-
$138 Million 0.04% of portfolio
-
Q4 2024 New
$0
$138 Million 0.04% of portfolio
4,655
Q1 2025 Reduced 6.71%
$23.1B
$163 Million 0.04% of portfolio
572
Q2 2021 Reduced 99.62%
$143B
$164 Million 0.04% of portfolio
4,448
Q1 2025 Reduced 8.25%
$61.4B
$135 Million 0.04% of portfolio
732
Q4 2024 Added 100.0%
$0
$148 Million 0.04% of portfolio
4,220
Q2 2025 Added 81.43%
$103B
$143 Million 0.04% of portfolio
1,120
Q4 2024 New
$0
$150 Million 0.04% of portfolio
1,379
Q4 2025 Reduced 0.07%
$0
$158 Million 0.04% of portfolio
2,112
Q3 2023 Added 100.0%
$235B
$139 Million 0.04% of portfolio
1,318
Q2 2025 Added 0.08%
$47B
$166 Million 0.04% of portfolio
338
Q1 2025 Added 0.3%
$0
$142 Million 0.04% of portfolio
954
Q4 2024 Added 0.1%
$46.9B
$145 Million 0.04% of portfolio
1,070
Q1 2024 Reduced 1.74%
$35B
$141 Million 0.04% of portfolio
1,338
Q2 2021 Reduced 98.93%
$0
$137 Million 0.04% of portfolio
1,764
Q3 2024 Added 4.38%
$14.5B
$146 Million 0.04% of portfolio
1,297
Q1 2024 Added 1.81%
$6.2B
$137 Million 0.04% of portfolio
1,500
Q2 2025 Added 1,400.0%

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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