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
$114B
$35.5 Million 0.01% of portfolio
443
Q3 2025 Added 0.91%
Putnam ETF Trust
-
$45.9 Million 0.01% of portfolio
-
Q4 2025 New
$27B
$29.3 Million 0.01% of portfolio
250
Q3 2025 Reduced 39.02%
$237B
$42.1 Million 0.01% of portfolio
262
Q1 2025 Added 0.38%
$47.8B
$31.2 Million 0.01% of portfolio
500
Q2 2021 Reduced 97.22%
$0
$28.3 Million 0.01% of portfolio
1,663
Q4 2025 Added 0.24%
$0
$30.1 Million 0.01% of portfolio
883
Q4 2025 Reduced 4.95%
$4.5B
$35 Million 0.01% of portfolio
103
Q2 2021 Reduced 99.09%
$21.1B
$21 Million 0.01% of portfolio
238
Q2 2025 Reduced 24.2%
$39.9B
$38.2 Million 0.01% of portfolio
338
Q2 2021 Reduced 98.9%
$35.1B
$21.2 Million 0.01% of portfolio
210
Q4 2025 Added 35.48%
$0
$33.7 Million 0.01% of portfolio
427
Q4 2024 Reduced 13.21%
$266B
$47.4 Million 0.01% of portfolio
160
Q1 2024 Reduced 1.23%
$10.7B
$41 Million 0.01% of portfolio
500
Q2 2021 Reduced 98.96%
$9.75B
$20.6 Million 0.01% of portfolio
100
Q2 2021 Reduced 98.93%
$3B
$29.6 Million 0.01% of portfolio
768
Q2 2021 Reduced 97.91%
$115B
$52.5 Million 0.01% of portfolio
112
Q4 2022 Added 348.0%
Gsk PLC
-
$25.3 Million 0.01% of portfolio
-
Q1 2025 Added 0.58%
$138B
$22 Million 0.01% of portfolio
365
Q2 2021 Reduced 98.56%
$51.1B
$24.1 Million 0.01% of portfolio
353
Q4 2025 Reduced 8.31%
$44.9B
$27.7 Million 0.01% of portfolio
1,173
Q4 2025 Reduced 1.84%
$6.09B
$34.5 Million 0.01% of portfolio
2,312
Q4 2023 Added 12.84%
$0
$47.1 Million 0.01% of portfolio
989
Q3 2025 Reduced 0.1%
$0
$53.8 Million 0.01% of portfolio
1,858
Q4 2025 Reduced 22.39%
$12.4B
$21.3 Million 0.01% of portfolio
900
Q4 2023 Added 12.5%
$0
$19.3 Million 0.01% of portfolio
554
Q1 2025 Added 0.91%
Amplify ETF Tr
-
$25.5 Million 0.01% of portfolio
-
Q1 2024 New
$19B
$51.4 Million 0.01% of portfolio
392
Q2 2025 Added 2.89%
Fidelity Ethereum Fd
-
$23.8 Million 0.01% of portfolio
-
Q3 2024 New
$420M
$23.3 Million 0.01% of portfolio
2,432
Q2 2025 Added 49.02%
$0
$24.9 Million 0.01% of portfolio
542
Q4 2025 Added 51.4%
$39.2B
$48 Million 0.01% of portfolio
540
Q4 2025 Added 0.75%
Arista Networks Inc
-
$18.9 Million 0.01% of portfolio
-
Q4 2024 New
$0
$48.9 Million 0.01% of portfolio
426
Q4 2025 Reduced 0.23%
$84.4B
$34.1 Million 0.01% of portfolio
166
Q1 2025 New
$112B
$23.6 Million 0.01% of portfolio
680
Q2 2025 Reduced 6.98%
$0
$26.1 Million 0.01% of portfolio
375
Q4 2025 New
Capital Group Global Equity
-
$36.2 Million 0.01% of portfolio
-
Q4 2025 Added 0.44%
$1.34B
$28 Million 0.01% of portfolio
183
Q4 2025 Added 0.55%
$100B
$24.8 Million 0.01% of portfolio
91
Q1 2025 Added 1.11%
Capital Grp Fixed Incm ETF T
-
$31.5 Million 0.01% of portfolio
-
Q4 2025 Added 1.15%
$123B
$34 Million 0.01% of portfolio
109
Q3 2025 Added 15.96%
$0
$30.6 Million 0.01% of portfolio
148
Q2 2021 New
$27.2B
$29.6 Million 0.01% of portfolio
490
Q3 2021 Reduced 80.5%
$79.5B
$36.9 Million 0.01% of portfolio
550
Q4 2024 New
$35B
$28.4 Million 0.01% of portfolio
1,676
Q4 2023 New
$0
$26.9 Million 0.01% of portfolio
550
Q4 2025 New
Ge Healthcare Technologies I
-
$41.3 Million 0.01% of portfolio
-
Q4 2025 Reduced 3.64%
$94.5B
$37.9 Million 0.01% of portfolio
113
Q4 2025 Reduced 5.04%

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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