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Financial Insights

Latest statistics and disclosures from Financial Insights's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, SCHD, DBEF, QQQ, AVLC, and represent 38.16% of Financial Insights's stock portfolio.
Added to shares of these 10 stocks: AVLC (+$19M), VUG (+$11M), VO, SPSM, QQQ, SCHD, VGT, STX, SPYM, IWF.
Started 21 new stock positions in MRK, MCK, NXPI, STX, SPY, AVLC, SCHB, MU, IAU, IQV. INTC, HYMB, ACWI, CASH, GLW, HPE, UPRO, UNH, ADI, CB, IYT.
Reduced shares in these 10 stocks: BRK.B, PRCS, , MUB, VOTE, CVX, HD, VB, AVUV, DFAC.
Sold out of its positions in AVUV, FANG, XOM, HD.
Financial Insights was a net buyer of stock by $38M.
Financial Insights has $369M in assets under management (AUM), dropping by 19.56%.
Central Index Key (CIK): 0001642058

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Portfolio Holdings for Financial Insights

Financial Insights holds 147 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	12.9	$48M		543k	87.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.3	$31M	+2%	965k	31.71	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.0	$22M		403k	54.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.9	$22M	+6%	30k	736.41	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	5.0	$19M	NEW	206k	89.96	View chart
Microsoft Corporation (MSFT)	4.7	$17M		46k	373.02	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	4.4	$16M	+10%	279k	57.67	View chart
Apple (AAPL)	3.9	$14M		49k	289.36	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$13M	+441%	150k	86.14	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.3	$8.4M		162k	51.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$6.6M		93k	71.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.7	$6.1M		32k	190.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$6.1M	-4%	20k	303.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$6.1M	-21%	12k	500.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$5.1M	-3%	22k	236.62	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.3	$4.7M		94k	50.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$4.3M		13k	343.91	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	1.1	$4.1M	-7%	47k	88.17	View chart
Amazon (AMZN)	1.1	$3.9M	+5%	17k	238.34	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$3.5M		76k	45.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.3M		9.0k	370.03	View chart
NVIDIA Corporation (NVDA)	0.9	$3.3M		17k	200.09	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.9	$3.2M	-6%	73k	44.36	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.8	$2.9M	-2%	62k	47.86	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.7	$2.7M	-2%	22k	122.96	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.7	$2.7M	-2%	48k	56.52	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.7	$2.7M		32k	85.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$2.5M	+265%	31k	80.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$2.5M		33k	75.79	View chart
Costco Wholesale Corporation (COST)	0.7	$2.5M		2.6k	935.47	View chart
Parnassus Income Fds Core Select Etf (PRCS)	0.6	$2.4M	-37%	82k	28.79	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.6	$2.3M	-3%	20k	117.06	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.6	$2.3M	+7%	54k	42.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.2M		14k	158.03	View chart
Columbia Etf Tr I Intl Eq Inco Etf (INEQ)	0.6	$2.2M		57k	38.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$2.0M		24k	83.75	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.0M	-17%	18k	107.62	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.5	$2.0M	-3%	14k	142.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.9M		32k	59.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.5M	-6%	6.8k	219.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.5M	+4%	2.0k	748.89	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.4M	+5%	47k	30.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	+23%	4.0k	357.37	View chart
Broadcom (AVGO)	0.4	$1.4M	-6%	3.6k	377.75	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$1.3M		7.1k	185.23	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.3	$1.3M		6.9k	181.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$1.2M	-5%	15k	82.34	View chart
Advanced Micro Devices (AMD)	0.3	$1.2M	-5%	2.1k	580.91	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	0.3	$1.2M	-2%	47k	26.08	View chart
Applied Materials (AMAT)	0.3	$1.1M	+5%	1.5k	723.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.1M		14k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M		1.6k	686.81	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$1.1M	+2%	18k	60.79	View chart
Starbucks Corporation (SBUX)	0.3	$1.1M	-3%	11k	102.19	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.3	$1.1M	+8%	35k	30.53	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M	+24%	3.1k	327.33	View chart
Eli Lilly & Co. (LLY)	0.3	$980k	+4%	817.00	1199.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$917k	+532%	7.7k	119.52	View chart
Cisco Systems (CSCO)	0.2	$876k	+19%	7.5k	117.46	View chart
Johnson & Johnson (JNJ)	0.2	$859k		3.4k	253.98	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.2	$825k	+14%	12k	69.65	View chart
Ge Vernova (GEV)	0.2	$821k		699.00	1174.86	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$812k		31k	26.52	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$811k		17k	47.71	View chart
Visa Com Cl A (V)	0.2	$774k	-5%	2.3k	343.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$773k	+277%	6.2k	124.17	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.2	$762k		29k	26.06	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$756k	+53%	9.7k	77.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$746k		3.1k	242.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$719k		2.0k	353.33	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$706k	NEW	732.00	965.00	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$688k		7.0k	98.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$681k	-17%	4.6k	148.31	View chart
Wells Fargo & Company (WFC)	0.2	$666k	-7%	8.1k	82.64	View chart
Sound Finl Ban (SFBC)	0.2	$642k		15k	43.11	View chart
Wal-Mart Stores (WMT)	0.2	$631k		5.6k	113.26	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$628k		12k	50.84	View chart
McDonald's Corporation (MCD)	0.2	$598k	-3%	2.2k	270.26	View chart
Coca-Cola Company (KO)	0.2	$585k	+23%	7.2k	81.27	View chart
Caterpillar (CAT)	0.2	$571k		537.00	1063.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$546k		2.5k	217.93	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$543k		6.6k	81.94	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$537k	NEW	3.4k	156.97	View chart
Intel Corporation (INTC)	0.1	$536k	NEW	3.8k	139.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$527k		1.4k	365.78	View chart
Abbvie (ABBV)	0.1	$524k	+2%	2.1k	251.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$516k	-10%	3.5k	146.41	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$504k	+6%	9.9k	50.63	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$499k	+15%	6.2k	81.00	View chart
Meta Platforms Cl A (META)	0.1	$495k	+2%	879.00	563.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$485k		3.5k	137.53	View chart
Ge Aerospace Com New (GE)	0.1	$485k	+57%	1.3k	373.73	View chart
Tesla Motors (TSLA)	0.1	$471k		1.1k	420.60	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$438k		7.2k	61.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$432k		4.2k	103.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$431k	+5%	1.2k	368.38	View chart
Vanguard World Health Car Etf (VHT)	0.1	$424k		1.4k	299.09	View chart
Netflix (NFLX)	0.1	$405k		5.7k	71.40	View chart
Corning Incorporated (GLW)	0.1	$404k	NEW	1.6k	255.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$401k	-16%	611.00	655.89	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$395k		10k	38.23	View chart
Boeing Company (BA)	0.1	$386k	+17%	1.8k	216.52	View chart
Procter & Gamble Company (PG)	0.1	$378k		2.6k	146.63	View chart
International Business Machines (IBM)	0.1	$373k	+12%	1.3k	281.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$366k	-5%	3.6k	102.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$346k	+400%	13k	27.41	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$337k		3.5k	95.61	View chart
Monster Beverage Corp (MNST)	0.1	$336k	+16%	3.5k	96.12	View chart
Trane Technologies SHS (TT)	0.1	$335k	-2%	681.00	491.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$331k		3.4k	96.43	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$319k	NEW	2.3k	141.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$318k	NEW	11k	28.96	View chart
Verizon Communications (VZ)	0.1	$310k	+17%	7.3k	42.34	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$309k		1.8k	176.46	View chart
Micron Technology (MU)	0.1	$297k	NEW	257.00	1154.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$290k		1.5k	189.73	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$284k		1.8k	154.30	View chart
Amplify Etf Tr Etho Cli Lea Etf (ETHO)	0.1	$275k		3.4k	80.61	View chart
Deere & Company (DE)	0.1	$275k		433.00	633.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$274k		5.3k	52.12	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$270k		3.6k	75.78	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$269k		12k	23.18	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$269k		2.7k	98.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$267k		4.9k	55.01	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$261k		1.7k	152.18	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$261k		5.0k	51.85	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$260k	-30%	1.6k	163.58	View chart
UnitedHealth (UNH)	0.1	$251k	NEW	603.00	415.63	View chart
McKesson Corporation (MCK)	0.1	$249k	NEW	330.00	755.60	View chart
Johnson Controls Internation SHS (JCI)	0.1	$246k		1.7k	146.12	View chart
TJX Companies (TJX)	0.1	$242k		1.6k	151.50	View chart
Iqvia Holdings (IQV)	0.1	$242k	NEW	1.3k	193.22	View chart
Waste Management (WM)	0.1	$241k		1.1k	222.88	View chart
Hewlett Packard Enterprise (HPE)	0.1	$237k	NEW	5.3k	45.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$236k	NEW	3.1k	75.51	View chart
Chubb (CB)	0.1	$233k	NEW	683.00	340.74	View chart
Nxp Semiconductors N V (NXPI)	0.1	$231k	NEW	823.00	281.03	View chart
Chevron Corporation (CVX)	0.1	$227k	-56%	1.4k	165.76	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$227k	NEW	2.6k	86.77	View chart
Merck & Co (MRK)	0.1	$227k	NEW	1.8k	128.48	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$216k	NEW	8.5k	25.44	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$216k	-8%	5.4k	40.02	View chart
Oracle Corporation (ORCL)	0.1	$213k		1.5k	146.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$207k	NEW	277.00	746.77	View chart
Analog Devices (ADI)	0.1	$204k	NEW	513.00	397.17	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$115k		11k	10.84	View chart
Meta Financial (CASH)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Financial Insights

SEC 13F filings are viewable for Financial Insights going back to 2018

Financial Insights 2026 Q2 filed Aug. 25, 2026
Financial Insights 2026 Q1 filed May 19, 2026
Financial Insights 2025 Q3 filed April 1, 2026
Financial Insights 2025 Q4 filed April 1, 2026
Financial Insights 2025 Q2 filed July 22, 2025
Financial Insights 2025 Q1 filed April 25, 2025
Financial Insights 2024 Q4 filed March 5, 2025
Financial Insights 2024 Q3 filed Oct. 22, 2024
Financial Insights 2024 Q2 filed July 16, 2024
Financial Insights 2024 Q1 filed April 25, 2024
Financial Insights 2023 Q4 filed Jan. 25, 2024
Financial Insights 2023 Q2 filed Jan. 25, 2024
Financial Insights 2023 Q3 filed Dec. 7, 2023
Financial Insights 2023 Q1 filed April 18, 2023
Financial Insights 2022 Q4 filed Feb. 10, 2023
Financial Insights 2022 Q3 filed Oct. 27, 2022

View all past filings

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