Financial Perspectives, Inc Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$371.2M
Holdings
714
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (714 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VGTVANGUARD WORLD FD | 27,803 | $21.0M | 5.65% | |
| 2 | MDTMEDTRONIC PLC | 217,302 | $20.9M | 5.62% | |
| 3 | VYMVANGUARD WHITEHALL FDS | 144,312 | $20.7M | 5.58% | |
| 4 | AAPLAPPLE INC | 63,890 | $17.4M | 4.68% | |
| 5 | MSFTMICROSOFT CORP | 33,225 | $16.1M | 4.33% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 135,167 | $12.9M | 3.47% | |
| 7 | IVWISHARES TR | 98,702 | $12.2M | 3.28% | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 133,702 | $12.0M | 3.24% | |
| 9 | AVGOBROADCOM INC | 32,483 | $11.2M | 3.03% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 33,546 | $10.2M | 2.75% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 45,674 | $10.0M | 2.70% | |
| 12 | VIGIVANGUARD WHITEHALL FDS | 108,917 | $10.0M | 2.68% | |
| 13 | HDVISHARES TR | 74,187 | $9.0M | 2.43% | |
| 14 | GOOGALPHABET INC | 27,615 | $8.7M | 2.33% | |
| 15 | NVDANVIDIA CORPORATION | 45,051 | $8.4M | 2.26% | |
| 16 | FTECFIDELITY COVINGTON TRUST | 29,120 | $6.5M | 1.76% | |
| 17 | FSTAFIDELITY COVINGTON TRUST | 129,789 | $6.4M | 1.72% | |
| 18 | IVVISHARES TR | 7,485 | $5.1M | 1.38% | |
| 19 | AMZNAMAZON COM INC | 22,181 | $5.1M | 1.38% | |
| 20 | SPYSPDR S&P 500 ETF TR | 7,112 | $4.8M | 1.31% | |
| 21 | DGROISHARES TR | 69,403 | $4.8M | 1.30% | |
| 22 | TSLATESLA INC | 8,627 | $3.9M | 1.05% | |
| 23 | JPMJPMORGAN CHASE & CO. | 10,544 | $3.4M | 0.92% | |
| 24 | SHOPSHOPIFY INC | 18,858 | $3.0M | 0.82% | |
| 25 | ABBVABBVIE INC | 13,214 | $3.0M | 0.81% | |
| 26 | VDCVANGUARD WORLD FD | 14,154 | $3.0M | 0.81% | |
| 27 | METAMETA PLATFORMS INC | 4,403 | $2.9M | 0.78% | |
| 28 | VOOVANGUARD INDEX FDS | 4,493 | $2.8M | 0.76% | |
| 29 | MLB1MERCADOLIBRE INC | 1,323 | $2.7M | 0.72% | |
| 30 | IYWISHARES TR | 12,796 | $2.6M | 0.69% | |
| 31 | JPSTJ P MORGAN EXCHANGE TRADED F | 47,458 | $2.4M | 0.65% | |
| 32 | IDV*ISHARES TR | 60,522 | $2.4M | 0.64% | |
| 33 | CGGOCAPITAL GROUP GBL GROWTH EQT | 68,567 | $2.4M | 0.64% | |
| 34 | CGGRCAPITAL GROUP GROWTH ETF | 51,957 | $2.3M | 0.62% | |
| 35 | MMM3M CO | 13,524 | $2.2M | 0.58% | |
| 36 | NDQINVESCO QQQ TR | 3,422 | $2.1M | 0.57% | |
| 37 | ASMLASML HOLDING N V | 1,893 | $2.0M | 0.55% | |
| 38 | SCHDSCHWAB STRATEGIC TR | 66,564 | $1.8M | 0.49% | |
| 39 | IWFISHARES TR | 3,641 | $1.7M | 0.46% | |
| 40 | SESEA LTD | 13,274 | $1.7M | 0.46% | |
| 41 | JNJJOHNSON & JOHNSON | 8,088 | $1.7M | 0.45% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,993 | $1.5M | 0.41% | |
| 43 | VTVVANGUARD INDEX FDS | 7,467 | $1.4M | 0.38% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 4,292 | $1.4M | 0.38% | |
| 45 | FENYFIDELITY COVINGTON TRUST | 56,641 | $1.4M | 0.38% | |
| 46 | GOOGLALPHABET INC | 3,918 | $1.2M | 0.33% | |
| 47 | MUMICRON TECHNOLOGY INC | 4,261 | $1.2M | 0.33% | |
| 48 | AMGNAMGEN INC | 3,662 | $1.2M | 0.32% | |
| 49 | CRCCANADIAN NAT RES LTD | 33,516 | $1.1M | 0.31% | |
| 50 | IETCISHARES U S ETF TR | 10,859 | $1.1M | 0.30% | |
| 51 | FNDFSCHWAB STRATEGIC TR | 24,230 | $1.1M | 0.30% | |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 17,292 | $1.1M | 0.29% | |
| 53 | USBUS BANCORP DEL | 20,205 | $1.1M | 0.29% | |
| 54 | ABTABBOTT LABS | 8,568 | $1.1M | 0.29% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 1,197 | $1.0M | 0.28% | |
| 56 | IWMISHARES TR | 4,162 | $1.0M | 0.28% | |
| 57 | GILDGILEAD SCIENCES INC | 8,055 | $988K | 0.27% | |
| 58 | SMHVANECK ETF TRUST | 2,694 | $970K | 0.26% | |
| 59 | VHTVANGUARD WORLD FD | 3,319 | $955K | 0.26% | |
| 60 | TDIVFIRST TR EXCHANGE TRADED FD | 9,831 | $952K | 0.26% | |
| 61 | VCRVANGUARD WORLD FD | 2,287 | $901K | 0.24% | |
| 62 | ORCLORACLE CORP | 4,533 | $883K | 0.24% | |
| 63 | CGDGCAPITAL GROUP DIVIDEND VALUE | 19,617 | $856K | 0.23% | |
| 64 | HDBHDFC BANK LTD | 23,119 | $844K | 0.23% | |
| 65 | VTVANGUARD INTL EQUITY INDEX F | 5,916 | $834K | 0.22% | |
| 66 | VNQVANGUARD INDEX FDS | 9,164 | $810K | 0.22% | |
| 67 | VTIVANGUARD INDEX FDS | 2,387 | $800K | 0.22% | |
| 68 | EFVISHARES TR | 11,007 | $786K | 0.21% | |
| 69 | VDEVANGUARD WORLD FD | 6,223 | $783K | 0.21% | |
| 70 | VUGVANGUARD INDEX FDS | 1,573 | $767K | 0.21% | |
| 71 | AQLTISHARES TR | 8,123 | $726K | 0.20% | |
| 72 | IFRAISHARES TR | 13,635 | $717K | 0.19% | |
| 73 | LLYELI LILLY & CO | 645 | $693K | 0.19% | |
| 74 | EFGISHARES TR | 5,861 | $667K | 0.18% | |
| 75 | IMCBISHARES TR | 8,036 | $664K | 0.18% | |
| 76 | MAMASTERCARD INCORPORATED | 1,147 | $654K | 0.18% | |
| 77 | BNBROOKFIELD CORP | 14,013 | $643K | 0.17% | |
| 78 | DISDISNEY WALT CO | 5,578 | $634K | 0.17% | |
| 79 | NUNU HLDGS LTD | 37,725 | $631K | 0.17% | |
| 80 | GISGENERAL MLS INC | 13,484 | $626K | 0.17% | |
| 81 | ISRGINTUITIVE SURGICAL INC | 1,091 | $617K | 0.17% | |
| 82 | HDHOME DEPOT INC | 1,758 | $604K | 0.16% | |
| 83 | IJRISHARES TR | 4,912 | $590K | 0.16% | |
| 84 | BIPCBROOKFIELD INFRASTRUCTURE CO | 12,661 | $574K | 0.15% | |
| 85 | RBRKRUBRIK INC. | 7,505 | $573K | 0.15% | |
| 86 | NVONOVO-NORDISK A S | 11,256 | $572K | 0.15% | |
| 87 | FELCFIDELITY COVINGTON TRUST | 14,682 | $560K | 0.15% | |
| 88 | CGCBCAPITAL GRP FIXED INCM ETF T | 21,052 | $558K | 0.15% | |
| 89 | HONHONEYWELL INTL INC | 2,850 | $556K | 0.15% | |
| 90 | SRESEMPRA | 6,158 | $543K | 0.15% | |
| 91 | GEGE AEROSPACE | 1,700 | $523K | 0.14% | |
| 92 | AMDADVANCED MICRO DEVICES INC | 2,442 | $522K | 0.14% | |
| 93 | IEMGISHARES INC | 7,690 | $516K | 0.14% | |
| 94 | VALEVALE S A | 39,316 | $512K | 0.14% | |
| 95 | MDBMONGODB INC | 1,172 | $491K | 0.13% | |
| 96 | IJHISHARES TR | 7,187 | $474K | 0.13% | |
| 97 | CMCSACOMCAST CORP NEW | 15,821 | $472K | 0.13% | |
| 98 | VVISA INC | 1,340 | $470K | 0.13% | |
| 99 | WMTWALMART INC | 4,168 | $464K | 0.13% | |
| 100 | IGROISHARES TR | 5,595 | $463K | 0.12% |
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