Financial Perspectives, Inc
Q4 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
714
- Value ($000)
$371,184
- Date Filed01/28/2026
- Form type13F-HR
- CIK0002003287
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $20.96M | 6 % | 27,803 | ||
MEDTRONIC PLC | SHS | G5960L103 | $20.87M | 6 % | 217,302 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $20.71M | 6 % | 144,312 | ||
APPLE INC | COM | 037833100 | $17.37M | 5 % | 63,890 | ||
MICROSOFT CORP | COM | 594918104 | $16.07M | 4 % | 33,225 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | $12.89M | 4 % | 135,167 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $12.17M | 3 % | 98,702 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $12.03M | 3 % | 133,702 | ||
BROADCOM INC | COM | 11135F101 | $11.24M | 3 % | 32,483 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $10.19M | 3 % | 33,546 |
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