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
$39.5 Million 0.01% of portfolio
1,643
Q4 2025 Added 13.55%
Tidal Trust Ii
-
$55.2 Million 0.01% of portfolio
-
Q1 2025 New
$0
$19 Million 0.01% of portfolio
723
Q4 2025 Added 0.42%
$170B
$34.4 Million 0.01% of portfolio
224
Q1 2024 Reduced 21.13%
$74.3B
$29.6 Million 0.01% of portfolio
142
Q2 2021 Reduced 99.43%
$279B
$30.4 Million 0.01% of portfolio
125
Q2 2021 Reduced 99.19%
Thomson Reuters Corp
-
$52.8 Million 0.01% of portfolio
-
Q2 2025 New
Solstice Advanced Matls Inc
-
$34.5 Million 0.01% of portfolio
-
Q4 2025 New
$22.2B
$20.3 Million 0.01% of portfolio
775
Q2 2025 Added 520.0%
$0
$42.5 Million 0.01% of portfolio
296
Q2 2025 Added 69.14%
$53.3B
$33.7 Million 0.01% of portfolio
123
Q4 2025 Added 0.82%
$89.8B
$42.9 Million 0.01% of portfolio
231
Q4 2025 Reduced 8.33%
$60.5B
$23.2 Million 0.01% of portfolio
524
Q4 2021 New
$0
$28.7 Million 0.01% of portfolio
240
Q4 2025 Added 100.0%
$0
$46.4 Million 0.01% of portfolio
550
Q4 2025 Reduced 14.06%
$44.4B
$22.4 Million 0.01% of portfolio
1,437
Q3 2021 Reduced 72.59%
$0
$34.5 Million 0.01% of portfolio
408
Q4 2025 Added 92.45%
$43.2B
$22.1 Million 0.01% of portfolio
24
Q2 2021 Reduced 99.72%
$32.4B
$44.4 Million 0.01% of portfolio
4,603
Q4 2021 New
$0
$28.5 Million 0.01% of portfolio
103
Q2 2021 Reduced 99.26%
$148B
$22.4 Million 0.01% of portfolio
238
Q1 2025 Reduced 80.78%
$43.5B
$43.6 Million 0.01% of portfolio
112
Q2 2021 Reduced 99.62%
$5.65B
$21.4 Million 0.01% of portfolio
261
Q3 2024 Added 123.08%
$15.8B
$24.3 Million 0.01% of portfolio
66
Q2 2021 Reduced 98.91%
$8.27B
$19.4 Million 0.01% of portfolio
2,494
Q2 2024 Reduced 1.93%
$13.7B
$26.1 Million 0.01% of portfolio
573
Q4 2025 Added 0.7%
Unilever PLC
-
$36.8 Million 0.01% of portfolio
-
Q4 2025 New
$19.1B
$28.2 Million 0.01% of portfolio
281
Q4 2021 Added 155.45%
$0
$34.3 Million 0.01% of portfolio
1,088
Q4 2024 Added 100.0%
$85.6B
$20.9 Million 0.01% of portfolio
1,764
Q1 2023 Reduced 0.84%
$68.7B
$25.3 Million 0.01% of portfolio
255
Q3 2025 Added 0.39%
$13.4B
$36.8 Million 0.01% of portfolio
580
Q2 2021 Reduced 98.33%
$0
$30.2 Million 0.01% of portfolio
68
Q4 2025 Reduced 6.85%
$8.03B
$38.2 Million 0.01% of portfolio
220
Q2 2025 Added 8.37%
$76.2B
$50.8 Million 0.01% of portfolio
944
Q3 2025 Added 22.92%
$63.4B
$47.9 Million 0.01% of portfolio
125
Q2 2021 Reduced 99.47%
$49.1B
$42.2 Million 0.01% of portfolio
450
Q4 2025 Added 857.45%
$7.07B
$20.3 Million 0.01% of portfolio
100
Q2 2021 Reduced 99.29%
$16.4B
$34.1 Million 0.01% of portfolio
500
Q4 2025 Reduced 7.92%
$11B
$51.5 Million 0.01% of portfolio
1,166
Q4 2024 Reduced 79.32%
-
$40 Million 0.01% of portfolio
-
Q4 2024 New
$0
$47.4 Million 0.01% of portfolio
8,945
Q2 2021 Reduced 88.39%
$4.15B
$21.6 Million 0.01% of portfolio
300
Q2 2021 Reduced 99.0%
$59.5B
$31.4 Million 0.01% of portfolio
637
Q1 2025 Added 0.16%
$46.2B
$31.2 Million 0.01% of portfolio
434
Q2 2025 Added 16.67%
J P Morgan Exchange Traded F
-
$23.6 Million 0.01% of portfolio
-
Q4 2025 New
Reddit Inc
-
$51.5 Million 0.01% of portfolio
-
Q2 2025 New
$79.2B
$40.7 Million 0.01% of portfolio
639
Q4 2025 Added 0.16%
$0
$42.2 Million 0.01% of portfolio
828
Q4 2025 Added 0.73%

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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