Financial Perspectives, Inc

Q4 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
714
Total value ($000)
$371,184
Net value change ($000)
+10,552 (2.9%)
New positions
33
Sold out positions
42
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,882 27.7%
VYMI 1,507 14.3%
AAPL 1,081 6.6%
TSM 757 8.0%
IVW 661 5.7%
IVV 517 11.2%
MU 503 70.5%
VYM 482 2.4%
VIGI 406 4.2%
AVGO 397 3.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,154 -6.7%
SE -694 -29.1%
META -534 -15.5%
MO -523 -97.4%
MELI -427 -13.8%
BSX -406 -3.1%
ORCL -390 -30.6%
GIS -299 -32.3%
MSTR -212 -72.1%
SRDX -180 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type