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CIK: 0002003287
Total reported value
$410.9M
$410.9M
714 檔
23.4%
During the Q4 2025 filing period, Financial Perspectives, Inc (CIK: 0002003287) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $410.9M across 714 reported positions.
In Q4 2025, Financial Perspectives, Inc displayed an active expansion posture, initiating 0 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 714 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.65% | +1.06% | +0.58% | |
| 2 | MDT | Medtronic plc | Stock-Healthcare | 5.62% | -1.26% | +0.17% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.58% | -0.35% | +0.55% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.68% | -0.09% | -0.12% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.26% | -0.08% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.47% | -0.91% | -0.73% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.28% | +0.25% | +3.57% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.24% | -0.19% | +7.56% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.03% | — | -1.18% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.75% | +0.64% | -0.72% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.70% | -0.18% | -1.20% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.68% | -0.24% | +2.11% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-Other | 2.43% | -0.34% | +1.47% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.33% | +0.25% | -0.85% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | -0.02% | -0.33% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.76% | +0.34% | +2.09% | |
| 17 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.72% | -0.19% | +5.72% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.09% | +8.67% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.11% | -0.01% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.02% | +0.79% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.30% | -0.11% | +5.60% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | +0.01% | +4.72% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.02% | +0.01% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.82% | +0.01% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.01% | -0.12% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.81% | -0.10% | +5.12% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.08% | -6.02% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.17% | +1.24% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.72% | +0.11% | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.69% | +0.15% | +1.07% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.06% | -1.09% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.64% | -0.09% | +1.69% | |
| 33 | CGGO | Cap Group Global Growth | ETF-Other | 0.64% | +0.21% | +15.30% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.62% | +0.04% | +3.35% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.58% | -0.01% | -2.16% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.06% | +4.20% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.55% | +0.20% | -1.87% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | +0.06% | +0.48% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | +0.03% | +7.40% | |
| 40 | SE | Sea Ltd-adr | Stock-Comm Services | 0.46% | — | -0.60% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.05% | -0.25% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.01% | +10.43% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.11% | -3.44% | |
| 45 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.38% | -0.13% | +0.04% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | -0.36% | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.33% | +0.56% | +0.02% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.32% | -0.04% | +1.98% | |
| 49 | CNQ | Canadian Natural Resources | Stock-Energy | 0.31% | +0.02% | +29.75% | |
| 50 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.30% | +0.01% | +1.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | -0.85% | Trim |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | +7.56% | Add |
| 3 | AAPL | Apple Inc | +0.2% | -0.12% | Trim |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.72% | Trim |
| 5 | MU | Micron Technology Inc | +0.1% | +0.02% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.67% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +3.57% | Add |
| 8 | CGGO | Cap Group Global Growth | +0.1% | +15.30% | Add |
| 9 | CNQ | Canadian Natural Resources | +0.1% | +29.75% | Add |
| 10 | MDB | Mongodb Inc | +0.1% | +68.15% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.36% | Trim |
| 12 | DGRO | Ishares Core Dividend Growth | +0.1% | +5.60% | Add |
| 13 | NET | Cloudflare Inc - Class A | +0.1% | +160.67% | Add |
| 14 | CGCB | Cap Group Core Bond | +0.1% | +52.66% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -4.87% | Trim |
| 16 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 17 | IDV | Ishares International Select | 0% | +1.69% | Add |
| 18 | AMGN | Amgen Inc | 0% | +1.98% | Add |
| 19 | CGDV | Cap Group Dividend Value | 0% | +21.70% | Add |
| 20 | EFG | Ishares Msci Eafe Growth ETF | 0% | +36.08% | Add |
| 21 | VIGI | Vanguard Int Div App Indx Fd | 0% | +2.11% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | -0.01% | Trim |
| 23 | TSLA | Tesla Inc | 0% | +4.72% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | -0.25% | Trim |
| 25 | VTV | Vanguard Value ETF | 0% | +10.43% | Add |
| 26 | ASML | ASML Holding N.V. | 0% | -1.87% | Trim |
| 27 | IMCB | Ishares Morningstar Mid-cap | 0% | +25.90% | Add |
| 28 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 29 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | 0% | — | Unchanged |
| 31 | AVGO | Broadcom Inc | 0% | -1.18% | Trim |
| 32 | FSTA | Fidelity Msci Cons Stap Indx | 0% | +5.72% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | +7.40% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.20% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.79% | Add |
| 36 | FTEC | Fidelity Msci Info Tech Indx | — | +2.09% | Add |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.55% | Add |
| 38 | CAT | Caterpillar Inc | -0.1% | -43.55% | Trim |
| 39 | MSTR | Strategy Inc | -0.1% | -40.68% | Trim |
| 40 | VGT | Vanguard Info Tech ETF | -0.1% | +0.58% | Add |
| 41 | GIS | General Mills Inc | -0.1% | -26.61% | Trim |
| 42 | ORCL | Oracle CORP | -0.1% | +0.09% | Add |
| 43 | MDT | Medtronic plc | -0.1% | +0.17% | Add |
| 44 | MELI | Mercadolibre Inc | -0.1% | — | Unchanged |
| 45 | MO | Altria Group Inc | -0.2% | -97.05% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.2% | -6.02% | Trim |
| 47 | SE | Sea Ltd-adr | -0.2% | -0.60% | Trim |
| 48 | BSX | Boston Scientific CORP | -0.2% | -0.73% | Trim |
| 49 | MSFT | Microsoft CORP | -0.5% | -0.08% | Trim |
| 50 | SU6 | Surmodics Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 714 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGT, MDT, VYM) accounted for 23.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SU6
前期市值: $179.8K
During Q4 2025, Financial Perspectives, Inc's top holdings by market value included VGT (5.7%)、MDT (5.6%)、VYM (5.6%). The largest single position, VGT, represented 5.7% of total portfolio value.
In Q4 2025, Financial Perspectives, Inc made 45 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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