Financial Perspectives, Inc
•CIK: 2003287•Filing: Q4 2025
**Financial Perspectives, Inc.** manages $371M across a diversified portfolio of 714 positions. The fund exhibits a significant technology and dividend tilt, evidenced by top holdings including VGT ($21.0M), MDT ($20.9M), and VYM ($20.7M). Core allocations are concentrated in mega-cap technology names such as AAPL ($17.4M) and MSFT ($16.1M), alongside semiconductor exposure via AVGO ($11.2M) and TSM ($10.2M). This structure suggests a mandate focused on established growth leaders and income-generating equities.
Total AUM
$371.2M
QoQ Performance
+2.9%
Positions
538
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VGT
MDT
VYM
VGT5.6%
MDT5.6%
VYM5.6%
AAPL4.7%
MSFT4.3%
BSX3.5%
IVW3.3%
VYMI3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.1%
Technology19.1%
Healthcare8.9%
ETF3.6%
Consumer3.3%
Financial2.1%
Industrial1.1%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+517 more exited positions
Changes from Q3 2025
↑98 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023