Financial Perspectives, Inc
CIK: 0002003287Latest portfolio: $371.2M · Q4 2025
Holdings
714
Total Value
$371.2M
New Positions
712
Closed Positions
0
Top Holdings
View All 714 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VGTVANGUARD WORLD FD | 27,803 | $21.0M | 5.65% | NEW | |
| 2 | MDTMEDTRONIC PLC | 217,302 | $20.9M | 5.62% | NEW | |
| 3 | VYMVANGUARD WHITEHALL FDS | 144,312 | $20.7M | 5.58% | NEW | |
| 4 | AAPLAPPLE INC | 63,890 | $17.4M | 4.68% | NEW | |
| 5 | MSFTMICROSOFT CORP | 33,225 | $16.1M | 4.33% | NEW | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 135,167 | $12.9M | 3.47% | NEW | |
| 7 | IVWISHARES TR | 98,702 | $12.2M | 3.28% | NEW | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 133,702 | $12.0M | 3.24% | NEW | |
| 9 | AVGOBROADCOM INC | 32,483 | $11.2M | 3.03% | NEW | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 33,546 | $10.2M | 2.75% | NEW | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 45,674 | $10.0M | 2.70% | NEW | |
| 12 | VIGIVANGUARD WHITEHALL FDS | 108,917 | $10.0M | 2.68% | NEW | |
| 13 | HDVISHARES TR | 74,187 | $9.0M | 2.43% | NEW | |
| 14 | GOOGALPHABET INC | 27,615 | $8.7M | 2.33% | NEW | |
| 15 | NVDANVIDIA CORPORATION | 45,051 | $8.4M | 2.26% | NEW | |
| 16 | FTECFIDELITY COVINGTON TRUST | 29,120 | $6.5M | 1.76% | NEW | |
| 17 | FSTAFIDELITY COVINGTON TRUST | 129,789 | $6.4M | 1.72% | NEW | |
| 18 | IVVISHARES TR | 7,485 | $5.1M | 1.38% | NEW | |
| 19 | AMZNAMAZON COM INC | 22,181 | $5.1M | 1.38% | NEW | |
| 20 | SPYSPDR S&P 500 ETF TR | 7,112 | $4.8M | 1.31% | NEW | |
| 21 | DGROISHARES TR | 69,403 | $4.8M | 1.30% | NEW | |
| 22 | TSLATESLA INC | 8,627 | $3.9M | 1.05% | NEW | |
| 23 | JPMJPMORGAN CHASE & CO. | 10,544 | $3.4M | 0.92% | NEW | |
| 24 | SHOPSHOPIFY INC | 18,858 | $3.0M | 0.82% | NEW | |
| 25 | ABBVABBVIE INC | 13,214 | $3.0M | 0.81% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.736916068112421e+196T)
Healthcare0.0% ($2.0874128883019168e+129T)
Consumer Cyclical0.0% ($5.119387916936043e+88T)
Industrials0.0% ($2.1655565234134065e+88T)
Unknown0.0% ($2.6632387210215046e+75T)
Consumer Defensive0.0% ($1.0326264642341491e+50T)
Utilities0.0% ($5.745432642272132e+44T)
Communication Services0.0% ($8.665290612266345e+31T)
Basic Materials0.0% ($5.123249635343423e+24T)
Energy0.0% ($1.1343782698784765e+23T)
Real Estate0.0% ($1651135742131212.0T)
Filing History
Fund Information
Financial Perspectives, Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $371.2M across 714 holdings. The largest position is VANGUARD WORLD FD (VGT), representing 5.6% of the portfolio. Compared to the previous quarter, the fund opened 714 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.