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
$153 Million 0.04% of portfolio
828
Q2 2022 Added 8.09%
$0
$133 Million 0.04% of portfolio
1,415
Q4 2025 Added 14.95%
$418B
$167 Million 0.04% of portfolio
1,139
Q3 2025 Added 0.71%
$0
$157 Million 0.04% of portfolio
1,059
Q4 2025 Added 0.19%
$0
$141 Million 0.04% of portfolio
1,894
Q4 2025 Added 5.75%
$306B
$139 Million 0.04% of portfolio
1,993
Q4 2025 Added 0.25%
$114B
$101 Million 0.03% of portfolio
464
Q1 2024 Added 163.64%
$0
$120 Million 0.03% of portfolio
572
Q4 2025 Added 17.45%
$0
$118 Million 0.03% of portfolio
700
Q4 2025 Reduced 5.66%
$168B
$123 Million 0.03% of portfolio
1,531
Q4 2025 Reduced 28.02%
$67.3B
$110 Million 0.03% of portfolio
380
Q3 2025 Added 31.03%
$107B
$114 Million 0.03% of portfolio
129
Q3 2025 Reduced 0.77%
$0
$105 Million 0.03% of portfolio
362
Q4 2025 Added 8.71%
Flutter Entmt PLC
-
$111 Million 0.03% of portfolio
-
Q1 2024 New
$317B
$104 Million 0.03% of portfolio
1,111
Q4 2025 Reduced 0.89%
Linde PLC
-
$96.4 Million 0.03% of portfolio
-
Q3 2025 Added 10.24%
$3.45B
$93.3 Million 0.03% of portfolio
1,155
Q3 2025 Added 11.49%
$0
$125 Million 0.03% of portfolio
1,563
Q4 2025 Added 0.26%
$4.32B
$127 Million 0.03% of portfolio
2,422
Q2 2025 Added 0.54%
$23.2B
$98.8 Million 0.03% of portfolio
1,000
Q2 2021 Reduced 98.77%
$136B
$101 Million 0.03% of portfolio
435
Q4 2025 Added 0.23%
$64.5B
$119 Million 0.03% of portfolio
425
Q3 2021 Reduced 58.78%
$121B
$113 Million 0.03% of portfolio
138
Q3 2025 Reduced 3.5%
$0
$96.2 Million 0.03% of portfolio
1,251
Q4 2025 Reduced 29.12%
$0
$101 Million 0.03% of portfolio
1,010
Q4 2025 New
$0
$117 Million 0.03% of portfolio
1,214
Q4 2025 Added 16.4%
Atlassian Corporation
-
$116 Million 0.03% of portfolio
-
Q4 2025 Added 11.66%
$50.2B
$122 Million 0.03% of portfolio
145
Q4 2024 Added 39.42%
$35.1B
$113 Million 0.03% of portfolio
2,011
Q2 2021 Reduced 98.43%
$82.8B
$105 Million 0.03% of portfolio
380
Q1 2025 Added 0.53%
$40.3B
$116 Million 0.03% of portfolio
513
Q3 2025 Added 4.06%
$346B
$120 Million 0.03% of portfolio
835
Q3 2025 Added 21.9%
$0
$57.5 Million 0.02% of portfolio
2,309
Q4 2025 Added 7.9%
$6.46B
$58.5 Million 0.02% of portfolio
320
Q2 2025 Reduced 36.0%
$74.9B
$62.7 Million 0.02% of portfolio
254
Q4 2025 Reduced 5.22%
$64.9B
$64.1 Million 0.02% of portfolio
1,766
Q1 2024 Reduced 55.54%
$0
$58 Million 0.02% of portfolio
946
Q4 2022 Added 83.69%
$0
$84.3 Million 0.02% of portfolio
597
Q4 2025 Added 0.17%
$0
$80.6 Million 0.02% of portfolio
4,907
Q4 2025 Added 0.64%
$152B
$56.3 Million 0.02% of portfolio
210
Q4 2025 Reduced 5.41%
$0
$71.5 Million 0.02% of portfolio
395
Q4 2025 Added 0.25%
$21.4B
$89.2 Million 0.02% of portfolio
4,399
Q2 2025 Added 0.05%
Brookfield Asset Managmt LTD
-
$80.9 Million 0.02% of portfolio
-
Q3 2025 Reduced 4.75%
$98.1B
$86.3 Million 0.02% of portfolio
560
Q2 2021 Reduced 98.66%
$55.9B
$85.9 Million 0.02% of portfolio
2,982
Q3 2025 Reduced 1.62%
$0
$89.9 Million 0.02% of portfolio
1,447
Q4 2025 Added 0.07%
Lam Research Corp
-
$58.7 Million 0.02% of portfolio
-
Q4 2024 New
$0
$58.8 Million 0.02% of portfolio
1,226
Q2 2021 Reduced 97.67%
$0
$74.3 Million 0.02% of portfolio
288
Q4 2025 Added 0.35%

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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