§ 13F · FUND PROFILE
Financial Perspectives, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330.8T (13F)Positions · 724Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$664.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | 28K | $21.0T | 5.6% | +1% |
| 2 | MDT | MEDTRONIC PLC | 217K | $20.9T | 5.6% | ±0% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 144K | $20.7T | 5.6% | +1% |
| 4 | AAPL | APPLE INC | 64K | $17.4T | 4.7% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 33K | $16.1T | 4.3% | ±0% |
| 6 | BSX | BOSTON SCIENTIFIC CORP | 135K | $12.9T | 3.5% | −1% |
| 7 | IVW | ISHARES TR | 99K | $12.2T | 3.3% | +4% |
| 8 | VYMI | VANGUARD WHITEHALL FDS | 134K | $12.0T | 3.2% | +8% |
| 9 | AVGO | BROADCOM INC | 32K | $11.2T | 3.0% | −1% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 34K | $10.2T | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Perspectives, Inc is a Other fund managing $330793.2 trillion in assets. The fund runs a broad portfolio of 724 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed