Institutions / Financial Perspectives, Inc
Financial Perspectives, Inc
CIK 2003287 · Institution · as of Dec 31, 2025
Portfolio value
$371.18M
Positions
714
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 714 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard World Fd | $20.96M | 5.6% |
| Medtronic plc | $20.87M | 5.6% |
| Vanguard Whitehall Fds | $20.71M | 5.6% |
| Apple Inc. | $17.37M | 4.7% |
| Microsoft Corp | $16.07M | 4.3% |
| Boston Scientific Corp | $12.89M | 3.5% |
| iShares Tr | $12.17M | 3.3% |
| Vanguard Whitehall Fds | $12.03M | 3.2% |
| Broadcom Inc. | $11.24M | 3.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $10.19M | 2.7% |
| Vanguard Specialized Funds | $10.04M | 2.7% |
| Vanguard Whitehall Fds | $9.96M | 2.7% |
| iShares Tr | $9.02M | 2.4% |
| Alphabet Inc. | $8.67M | 2.3% |
| NVIDIA Corp | $8.40M | 2.3% |
| Fidelity Covington Trust | $6.54M | 1.8% |
| Fidelity Covington Trust | $6.38M | 1.7% |
| iShares Tr | $5.13M | 1.4% |
| Amazon.com Inc | $5.12M | 1.4% |
| SPDR S&P 500 ETF Tr | $4.85M | 1.3% |
| iShares Tr | $4.82M | 1.3% |
| Tesla Inc | $3.88M | 1.0% |
| JPMORGAN CHASE & CO | $3.40M | 0.9% |
| Shopify Inc | $3.04M | 0.8% |
| AbbVie Inc. | $3.02M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.