Financial Perspectives, Inc
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 371,184
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 714 | 371,184 | 13F-HR | Financial Perspectives, Inc |
| Q3 2025 | 10/22/2025 | 724 | 360,632 | 13F-HR | Financial Perspectives, Inc |
| Q2 2025 | 7/30/2025 | 724 | 330,793 | 13F-HR | Financial Perspectives, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 259.3 K | 69.9% | 5.144 K | 0 | 5.144 K |
| ETFs | 111.2 K | 30.0% | 5.217 K | 0 | 5.217 K |
| Debt | 619 | 0.2% | 177 | 0 | 177 |
| Other | 25 | 0.0% | 11 | 0 | 11 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
371,184
Holdings
714
QoQ value change ($000)
10,552
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.