Financial Perspectives, Inc
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 410,865
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 728 | 410,865 | 13F-HR | Financial Perspectives, Inc |
| Q1 2026 | 5/11/2026 | 716 | 358,204 | 13F-HR | Financial Perspectives, Inc |
| 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 | 218.1 K | 53.1% | 26.42 K | 0 | 26.42 K |
| ETFs | 191.9 K | 46.7% | 26.01 K | 0 | 26.01 K |
| Debt | 853 | 0.2% | 217 | 0 | 217 |
| Other | 8 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
410,865
Holdings
728
QoQ value change ($000)
52,661
(14.7%)
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.