Institutional Manager · CIK 0002003287
Financial Perspectives, Inc
MINNEAPOLIS, MN · File #028-23491
Latest AUM
$371.2M
Positions
714
Top-10 Concentration
52.4%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025714 pos · $371.2M
- 13F HOLDINGS REPORTQ/E Sep 2025724 pos · $360.6M
- 13F HOLDINGS REPORTQ/E Jun 2025724 pos · $330.8M
- 13F HOLDINGS REPORTQ/E Mar 2025724 pos · $292.1M
- 13F HOLDINGS REPORTQ/E Dec 2024726 pos · $297.7M
- 13F HOLDINGS REPORTQ/E Sep 2024685 pos · $288.5M
- 13F HOLDINGS REPORTQ/E Jun 2024681 pos · $270.8M
- 13F HOLDINGS REPORTQ/E Mar 2024669 pos · $263.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 92204A702 | 27,803 | $21.0M | 7.10% |
| 2 | MEDTRONIC PLC | MDT | 217,302 | $20.9M | 7.08% |
| 3 | VANGUARD WHITEHALL FDS | 921946406 | 144,312 | $20.7M | 7.02% |
| 4 | APPLE INC | AAPL | 63,890 | $17.4M | 5.89% |
| 5 | MICROSOFT CORP | MSFT | 33,225 | $16.1M | 5.45% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 135,167 | $12.9M | 4.37% |
| 7 | ISHARES TR | 464287309 | 98,702 | $12.2M | 4.12% |
| 8 | VANGUARD WHITEHALL FDS | 921946794 | 133,702 | $12.0M | 4.08% |
| 9 | BROADCOM INC | AVGO | 32,483 | $11.2M | 3.81% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 33,546 | $10.2M | 3.46% |
| 11 | VANGUARD SPECIALIZED FUNDS | 921908844 | 45,674 | $10.0M | 3.40% |
| 12 | VANGUARD WHITEHALL FDS | 921946810 | 108,917 | $10.0M | 3.38% |
| 13 | ISHARES TR | 46429B663 | 74,187 | $9.0M | 3.06% |
| 14 | ALPHABET INC | GOOG | 27,615 | $8.7M | 2.94% |
| 15 | NVIDIA CORPORATION | NVDA | 45,051 | $8.4M | 2.85% |
| 16 | FIDELITY COVINGTON TRUST | 316092808 | 29,120 | $6.5M | 2.22% |
| 17 | FIDELITY COVINGTON TRUST | 316092303 | 129,789 | $6.4M | 2.16% |
| 18 | ISHARES TR | 464287200 | 7,485 | $5.1M | 1.74% |
| 19 | AMAZON COM INC | AMZN | 22,181 | $5.1M | 1.74% |
| 20 | SPDR S&P 500 ETF TR | SPY | 7,112 | $4.8M | 1.64% |