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
$61.6B
$87.7 Million 0.02% of portfolio
3,192
Q4 2024 Added 2,883.18%
$0
$78.4 Million 0.02% of portfolio
760
Q2 2021 Reduced 98.66%
$41.2B
$59.2 Million 0.02% of portfolio
265
Q2 2021 Reduced 99.62%
$46.1B
$88.1 Million 0.02% of portfolio
3,068
Q4 2022 Reduced 5.72%
Ishares Bitcoin Trust ETF
-
$73.1 Million 0.02% of portfolio
-
Q4 2025 Added 1,078.4%
$44.1B
$56.7 Million 0.02% of portfolio
767
Q1 2025 Reduced 62.51%
$46.4B
$59.5 Million 0.02% of portfolio
277
Q2 2021 Reduced 99.6%
$140B
$89.2 Million 0.02% of portfolio
370
Q4 2024 Added 13.85%
$0
$89.2 Million 0.02% of portfolio
2,810
Q4 2025 Reduced 0.67%
$255B
$85.7 Million 0.02% of portfolio
232
Q4 2025 Added 0.43%
$0
$83.7 Million 0.02% of portfolio
687
Q4 2024 Added 4.57%
$99.5B
$55.7 Million 0.02% of portfolio
1,033
Q4 2025 Reduced 3.1%
$14.1B
$71.2 Million 0.02% of portfolio
1,514
Q2 2021 Reduced 98.18%
$0
$57.3 Million 0.02% of portfolio
2,130
Q4 2025 Added 0.33%
$2.76B
$64.5 Million 0.02% of portfolio
994
Q2 2021 Reduced 96.68%
$71.6B
$64.5 Million 0.02% of portfolio
1,105
Q2 2025 Reduced 0.36%
$20.3B
$67.1 Million 0.02% of portfolio
1,240
Q4 2023 Reduced 24.85%
$0
$62.9 Million 0.02% of portfolio
2,099
Q3 2024 Reduced 24.58%
$52.1B
$56.8 Million 0.02% of portfolio
4,328
Q4 2025 Reduced 58.07%
$0
$62.2 Million 0.02% of portfolio
402
Q4 2025 Added 0.5%
$0
$84 Million 0.02% of portfolio
3,123
Q4 2025 Added 0.81%
$237B
$86.7 Million 0.02% of portfolio
327
Q4 2024 Added 46.64%
$96.7B
$84.4 Million 0.02% of portfolio
1,764
Q1 2025 Reduced 20.14%
$0
$92.1 Million 0.02% of portfolio
1,681
Q2 2023 Added 16.57%
$1.87B
$82.2 Million 0.02% of portfolio
541
Q4 2025 Reduced 40.68%
$0
$56.5 Million 0.02% of portfolio
2,067
Q4 2025 Added 0.73%
$190B
$63.7 Million 0.02% of portfolio
546
Q1 2024 Reduced 1.44%
$19B
$63.9 Million 0.02% of portfolio
340
Q4 2024 New
$272B
$57.1 Million 0.02% of portfolio
267
Q1 2023 Added 8.1%
$48.1B
$57.9 Million 0.02% of portfolio
223
Q4 2025 Added 0.45%
$0
$90.5 Million 0.02% of portfolio
961
Q2 2023 Added 16.63%
$51.8B
$69.8 Million 0.02% of portfolio
321
Q4 2025 Reduced 5.31%
$11.2B
$76.4 Million 0.02% of portfolio
639
Q4 2025 Added 0.47%
$13.6B
$80.6 Million 0.02% of portfolio
1,178
Q2 2025 Added 21.95%
$0
$77.1 Million 0.02% of portfolio
775
Q3 2024 Added 0.78%
$0
$74.9 Million 0.02% of portfolio
1,315
Q4 2025 New
Bunge Global Sa
-
$61 Million 0.02% of portfolio
-
Q4 2024 Added 585.0%
$45.5B
$66.2 Million 0.02% of portfolio
428
Q1 2025 Reduced 19.85%
$21.3B
$58.6 Million 0.02% of portfolio
670
Q4 2024 New
$0
$56.1 Million 0.02% of portfolio
403
Q4 2025 Added 0.75%
$96.9B
$87.6 Million 0.02% of portfolio
225
Q2 2024 Added 12.5%
$8.47B
$71.8 Million 0.02% of portfolio
635
Q4 2024 Added 11.6%
$258B
$66.4 Million 0.02% of portfolio
362
Q1 2024 Reduced 1.63%
$73.4B
$61.7 Million 0.02% of portfolio
1,701
Q4 2025 Added 0.29%
$0
$89 Million 0.02% of portfolio
2,212
Q4 2025 Added 0.14%
$0
$59.1 Million 0.02% of portfolio
3,365
Q4 2025 New
$17.1B
$83.3 Million 0.02% of portfolio
2,155
Q4 2024 New
$103B
$56.2 Million 0.02% of portfolio
708
Q2 2025 Reduced 12.05%
$66.3B
$76.7 Million 0.02% of portfolio
362
Q4 2024 Added 2,029.41%

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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