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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, MSFT, DBEF, QQQ, and represent 40.33% of Financial Insights's stock portfolio.
Added to shares of these 10 stocks: XLK, SPYM, IVV, IDVO, PWRD, NFLX, PSK, NVDA, VPLS, CSPF.
Started 3 new stock positions in LDUR, DE, VPLS.
Reduced shares in these 10 stocks: BRK.B (-$8.5M), GOOGL, VUG, VOTE, PFF, UNP, MSFT, AVGO, , DFAC.
Sold out of its positions in GOOGL, BRK.B, CMG, DXCM, FANG, GBTC, PGF, MSI, NEE, PM. O, SPGI, UNP, VZ, ETN, STE, CB, NXPI.
Financial Insights was a net seller of stock by $-4.3M.
Financial Insights has $298M in assets under management (AUM), dropping by -1.20%.
Central Index Key (CIK): 0001642058

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Portfolio Holdings for Financial Insights

Financial Insights holds 128 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	13.0	$39M	+3%	484k	80.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.4	$25M		910k	27.43	View chart
Microsoft Corporation (MSFT)	7.8	$23M		48k	483.62	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	5.9	$18M		367k	48.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$16M	+2%	25k	614.32	View chart
Vanguard Index Fds Growth Etf (VUG)	4.9	$15M	-5%	30k	487.87	View chart
Apple (AAPL)	4.4	$13M		49k	271.86	View chart
Spdr Series Trust State Street Spd (SPSM)	3.6	$11M	+3%	230k	46.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.4	$7.1M		152k	46.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$5.9M		94k	62.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$5.6M		22k	257.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$4.9M		22k	219.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$4.7M	+95%	33k	143.97	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	1.4	$4.3M	-17%	53k	80.22	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$4.2M		94k	44.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$3.9M		12k	314.80	View chart
NVIDIA Corporation (NVDA)	1.1	$3.3M	+15%	18k	186.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$3.3M	-7%	83k	39.59	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.1	$3.2M	+6%	71k	44.50	View chart
Amazon (AMZN)	1.0	$3.1M		14k	230.82	View chart
Parnassus Income Fds Core Select Etf (PRCS)	1.0	$3.1M		115k	26.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.8M	+10%	8.3k	335.29	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.9	$2.6M		63k	41.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.6M	-4%	9.1k	290.23	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.9	$2.6M		50k	51.60	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$2.6M		24k	107.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$2.3M	-2%	34k	69.42	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.8	$2.3M	+10%	32k	71.30	View chart
Costco Wholesale Corporation (COST)	0.7	$2.2M	+2%	2.6k	862.34	View chart
Tcw Etf Trust Transform System (PWRD)	0.7	$2.1M	+111%	22k	96.16	View chart
Columbia Etf Tr I International Eq (INEQ)	0.7	$2.1M	+6%	56k	37.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$2.0M		14k	143.52	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.7	$2.0M		20k	97.80	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.6	$1.9M	-2%	15k	128.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.8M		24k	73.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.7M	+2%	32k	53.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M	+407%	2.3k	684.94	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.5	$1.5M	+272%	40k	38.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.5M		7.3k	198.62	View chart
Broadcom (AVGO)	0.4	$1.3M	-18%	3.7k	346.10	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.2M	-26%	40k	30.96	View chart
Spdr Series Trust State Street Spd (LGLV)	0.4	$1.2M	-2%	7.0k	175.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.1M		16k	69.67	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.4	$1.1M	+53%	42k	25.92	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.1M		7.0k	155.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$998k	+51%	15k	66.00	View chart
Starbucks Corporation (SBUX)	0.3	$955k	+2%	11k	84.21	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$947k	+4%	17k	56.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$913k	+3%	1.2k	753.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$910k		1.5k	627.13	View chart
Exxon Mobil Corporation (XOM)	0.3	$877k	+2%	7.3k	120.34	View chart
Spdr Series Trust State Street Spd (PSK)	0.3	$875k	+131%	28k	31.69	View chart
Visa Com Cl A (V)	0.3	$838k	-15%	2.4k	350.71	View chart
Wells Fargo & Company (WFC)	0.3	$837k	+4%	9.0k	93.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$805k	-19%	2.5k	322.22	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$791k	+83%	30k	26.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$789k		1.7k	473.30	View chart
Eli Lilly & Co. (LLY)	0.2	$741k	-6%	689.00	1074.68	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$739k		17k	43.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$692k		3.3k	210.34	View chart
Johnson & Johnson (JNJ)	0.2	$676k	-7%	3.3k	206.97	View chart
McDonald's Corporation (MCD)	0.2	$670k		2.2k	305.60	View chart
Sound Finl Ban (SFBC)	0.2	$650k		15k	43.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$646k	+9%	2.1k	313.79	View chart
Wal-Mart Stores (WMT)	0.2	$622k	-15%	5.6k	111.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$622k	+8%	6.9k	90.00	View chart
Netflix (NFLX)	0.2	$597k	+915%	6.4k	93.76	View chart
Meta Platforms Cl A (META)	0.2	$580k	-8%	879.00	660.09	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$559k	+5%	12k	48.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$559k		4.1k	136.94	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$557k	+21%	4.5k	123.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$552k	+140%	4.6k	120.18	View chart
Advanced Micro Devices (AMD)	0.2	$514k	-16%	2.4k	214.16	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.2	$499k	+111%	9.9k	50.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$497k		2.6k	190.99	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$492k		6.6k	74.17	View chart
Ge Vernova (GEV)	0.2	$479k	-17%	733.00	653.57	View chart
Cisco Systems (CSCO)	0.2	$472k	+15%	6.1k	77.04	View chart
Tesla Motors (TSLA)	0.2	$460k	+15%	1.0k	449.72	View chart
Abbvie (ABBV)	0.2	$452k	-8%	2.0k	228.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$438k		1.4k	302.10	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$424k	+3%	10k	41.08	View chart
Coca-Cola Company (KO)	0.1	$420k	+9%	6.0k	69.91	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$408k	NEW	5.2k	78.11	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$403k	-2%	7.2k	56.19	View chart
Vanguard World Health Car Etf (VHT)	0.1	$398k		1.4k	287.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$389k		4.1k	96.03	View chart
Procter & Gamble Company (PG)	0.1	$364k		2.5k	143.30	View chart
Applied Materials (AMAT)	0.1	$362k	+12%	1.4k	256.99	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.1	$361k	-23%	5.9k	61.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$358k		3.8k	95.09	View chart
Trane Technologies SHS (TT)	0.1	$354k	-24%	910.00	389.20	View chart
International Business Machines (IBM)	0.1	$350k	+11%	1.2k	296.21	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$339k		1.8k	193.43	View chart
Boeing Company (BA)	0.1	$319k	+14%	1.5k	217.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$307k		2.5k	121.61	View chart
Caterpillar (CAT)	0.1	$303k	+2%	528.00	573.24	View chart
Home Depot (HD)	0.1	$297k	-13%	864.00	344.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$295k	+4%	3.3k	88.48	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$294k		2.3k	129.16	View chart
UnitedHealth (UNH)	0.1	$283k	-17%	857.00	330.11	View chart
Oracle Corporation (ORCL)	0.1	$282k	+8%	1.4k	194.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$280k	+24%	1.5k	183.40	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$278k		2.8k	98.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$275k	-26%	3.7k	74.07	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$271k	+100%	5.1k	52.72	View chart
TJX Companies (TJX)	0.1	$258k	-22%	1.7k	153.61	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$256k		1.8k	139.35	View chart
Iqvia Holdings (IQV)	0.1	$250k	-31%	1.1k	225.41	View chart
Ge Aerospace Com New (GE)	0.1	$240k		780.00	308.03	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$239k		1.7k	139.16	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$238k		3.6k	66.80	View chart
Waste Management (WM)	0.1	$237k		1.1k	219.71	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$237k	-11%	12k	20.39	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$235k	-21%	5.3k	44.65	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$235k	+16%	5.0k	47.02	View chart
salesforce (CRM)	0.1	$231k	-15%	872.00	264.91	View chart
Monster Beverage Corp (MNST)	0.1	$230k		3.0k	76.67	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$228k	-13%	3.5k	65.30	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$226k		4.9k	46.59	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$218k	NEW	2.3k	95.96	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$214k	-8%	5.9k	36.21	View chart
Chevron Corporation (CVX)	0.1	$213k	-10%	1.4k	152.41	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$208k		1.8k	115.76	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$207k	-21%	1.7k	119.76	View chart
Lowe's Companies (LOW)	0.1	$201k		833.00	241.16	View chart
Deere & Company (DE)	0.1	$201k	NEW	431.00	465.72	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$119k	-27%	11k	11.24	View chart

Past Filings by Financial Insights

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

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
Financial Insights 2022 Q2 filed Aug. 3, 2022
Financial Insights 2022 Q1 filed May 11, 2022

View all past filings

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