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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, QQQ, DBEF, MSFT, and represent 38.81% of Financial Insights's stock portfolio.
Added to shares of these 10 stocks: AVLC, XOM, SPYM, QQQ, MUB, SPSM, LRCX, DBEF, CSPF, INEQ.
Started 12 new stock positions in SUB, XLV, O, XOM, LRCX, LMUB, VLO, TSM, PGF, PM. GBTC, NEE.
Reduced shares in these 10 stocks: Dimensional Etf Trust, MSFT, Dimensional Etf Trust, VUG, BRK.B, TT, VZ, VO, CB, .
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, ORCL, HYMB, VZ, TT, CB, NXPI.
Financial Insights was a net buyer of stock by $6.6M.
Financial Insights has $383M in assets under management (AUM), dropping by 3.85%.
Central Index Key (CIK): 0001642058

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Portfolio Holdings for Financial Insights

Financial Insights holds 151 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	13.0	$50M	+2%	556k	89.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.3	$32M		974k	32.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.0	$23M	+4%	31k	739.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	5.9	$23M	+2%	412k	54.95	View chart
Microsoft Corporation (MSFT)	5.6	$21M	-9%	42k	512.90	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	5.5	$21M	+13%	234k	90.27	View chart
Apple (AAPL)	4.4	$17M	+2%	50k	333.02	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	4.0	$16M	+5%	292k	52.86	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	3.3	$13M	-5%	142k	90.11	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.2	$8.6M	+2%	166k	51.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$6.7M		94k	70.61	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.6	$6.3M		32k	195.75	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.4	$5.5M	-3%	20k	284.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$5.5M	-9%	11k	497.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$5.0M		21k	233.31	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.2	$4.7M		94k	50.21	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	1.1	$4.4M	+3%	49k	90.06	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	1.1	$4.3M	-3%	12k	351.85	View chart
Amazon (AMZN)	1.1	$4.1M		17k	249.15	View chart
NVIDIA Corporation (NVDA)	1.0	$3.8M		17k	228.38	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.0	$3.7M	+8%	9.8k	374.26	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$3.6M		77k	46.49	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.8	$3.2M	+7%	66k	49.21	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.8	$3.1M	+15%	37k	83.13	View chart
Columbia Etf Tr I Intl Eq Inco Etf (INEQ)	0.7	$2.7M	+19%	68k	39.66	View chart
Parnassus Funds Ii Core Select Etf (PRCS)	0.7	$2.7M	+12%	93k	28.61	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.7	$2.6M	+13%	25k	105.20	View chart
Costco Wholesale Corporation (COST)	0.7	$2.6M	+10%	2.9k	910.34	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.6M	+39%	26k	101.10	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.7	$2.5M	-2%	47k	53.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$2.4M		32k	75.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.3M	+7%	15k	155.20	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.6	$2.3M	+3%	56k	41.54	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.6	$2.2M		20k	113.69	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.6	$2.2M	-10%	28k	78.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$2.0M		24k	82.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.9M		31k	59.31	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.5	$1.8M	-10%	12k	146.18	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	0.4	$1.7M	+43%	67k	25.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.6M	+2%	7.0k	222.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.5M		2.0k	765.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	+4%	4.2k	344.08	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$1.3M	NEW	8.0k	162.74	View chart
Advanced Micro Devices (AMD)	0.3	$1.3M		2.1k	611.76	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.3M	-7%	44k	29.50	View chart
Broadcom (AVGO)	0.3	$1.3M		3.6k	351.19	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.3	$1.2M		6.8k	174.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M	+5%	1.7k	700.86	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$1.2M	-2%	6.9k	166.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.1M	+8%	16k	71.95	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$1.1M		18k	61.13	View chart
Starbucks Corporation (SBUX)	0.3	$1.1M	+10%	12k	93.96	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M	+4%	3.2k	330.83	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$1.0M	+41%	14k	74.01	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.3	$1.0M		35k	28.34	View chart
Eli Lilly & Co. (LLY)	0.3	$979k	+3%	846.00	1157.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$974k		7.8k	125.67	View chart
Johnson & Johnson (JNJ)	0.2	$921k	+2%	3.5k	264.75	View chart
Pgim Etf Tr Jennison Focused (PJIO)	0.2	$892k	+20%	14k	62.72	View chart
Cisco Systems (CSCO)	0.2	$865k	+7%	8.0k	107.63	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$850k	+9%	34k	25.39	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$817k	+5%	18k	45.37	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.2	$793k	+10%	32k	24.50	View chart
Applied Materials (AMAT)	0.2	$792k		1.5k	511.38	View chart
Visa Com Cl A (V)	0.2	$786k	-2%	2.2k	359.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$780k		6.2k	125.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$710k	-6%	2.9k	247.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$709k		7.0k	101.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$705k	+12%	5.2k	136.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$699k	+28%	4.4k	158.76	View chart
Meta Platforms Cl A (META)	0.2	$696k	+9%	960.00	725.18	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$684k	+14%	14k	48.18	View chart
Coca-Cola Company (KO)	0.2	$682k	+10%	7.9k	86.08	View chart
Ge Vernova (GEV)	0.2	$676k		711.00	950.49	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$675k		732.00	922.34	View chart
Sound Finl Ban (SFBC)	0.2	$665k		15k	44.65	View chart
Lam Research Corp Com New (LRCX)	0.2	$657k	NEW	2.0k	328.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$647k	-6%	1.9k	340.82	View chart
Wells Fargo & Company (WFC)	0.2	$626k	-2%	7.8k	80.05	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$551k		6.6k	83.03	View chart
Abbvie (ABBV)	0.1	$544k		2.1k	261.55	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$542k		2.5k	216.08	View chart
Netflix (NFLX)	0.1	$504k	+27%	7.2k	69.58	View chart
Micron Technology (MU)	0.1	$502k	+83%	471.00	1065.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$499k		3.5k	142.26	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$487k		1.4k	337.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$485k		3.5k	137.68	View chart
McDonald's Corporation (MCD)	0.1	$485k	-5%	2.1k	230.90	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$481k		6.2k	78.03	View chart
Intel Corporation (INTC)	0.1	$474k	+2%	3.9k	120.23	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$474k	+16%	12k	39.56	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$467k		9.9k	46.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$467k	+4%	1.2k	380.84	View chart
Vanguard World Health Car Etf (VHT)	0.1	$448k		1.4k	316.01	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$447k		7.2k	62.48	View chart
Wal-Mart Stores (WMT)	0.1	$445k	-23%	4.3k	103.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$437k		4.2k	103.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$432k	NEW	4.1k	104.54	View chart
Ge Aerospace Com New (GE)	0.1	$430k	+6%	1.4k	312.29	View chart
Caterpillar (CAT)	0.1	$411k	-5%	507.00	810.90	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$411k	+43%	2.6k	155.68	View chart
Procter & Gamble Company (PG)	0.1	$390k	+4%	2.7k	145.27	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$377k	+13%	4.0k	94.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$361k		3.5k	103.05	View chart
Boeing Company (BA)	0.1	$360k	+8%	1.9k	186.09	View chart
Tesla Motors (TSLA)	0.1	$360k	-9%	1.0k	354.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$353k		13k	27.96	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$351k	NEW	5.4k	64.59	View chart
Hewlett Packard Enterprise (HPE)	0.1	$347k	+3%	5.4k	63.89	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$331k		2.3k	146.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$322k		11k	29.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$308k		3.4k	89.62	View chart
International Business Machines (IBM)	0.1	$291k		1.3k	219.93	View chart
Monster Beverage Corp (MNST)	0.1	$291k	+100%	7.0k	41.62	View chart
Nextera Energy (NEE)	0.1	$286k	NEW	3.8k	75.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$284k		1.5k	185.65	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$280k		1.8k	160.12	View chart
Chevron Corporation (CVX)	0.1	$280k		1.4k	204.21	View chart
McKesson Corporation (MCK)	0.1	$278k		325.00	853.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$275k	NEW	603.00	456.19	View chart
Iqvia Holdings (IQV)	0.1	$270k	-19%	1.0k	268.85	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$269k		1.6k	169.04	View chart
Deere & Company (DE)	0.1	$268k	-7%	399.00	672.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$267k		4.9k	55.00	View chart
Realty Income (O)	0.1	$266k	NEW	4.9k	54.30	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$265k		12k	22.81	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$263k	NEW	1.6k	168.46	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$262k		5.0k	51.87	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$255k		3.6k	71.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$252k		5.2k	48.53	View chart
Johnson Controls Internation SHS (JCI)	0.1	$251k		1.7k	148.67	View chart
Corning Incorporated (GLW)	0.1	$248k	+2%	1.6k	153.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$244k		3.1k	78.10	View chart
Merck & Co (MRK)	0.1	$237k	-7%	1.6k	145.28	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$236k	-5%	1.6k	146.48	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$234k	NEW	5.0k	46.51	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$231k	-13%	2.3k	98.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$225k	-39%	370.00	609.00	View chart
Valero Energy Corporation (VLO)	0.1	$222k	NEW	573.00	387.61	View chart
Waste Management (WM)	0.1	$220k		1.1k	203.92	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$219k	NEW	17k	12.74	View chart
TJX Companies (TJX)	0.1	$215k		1.6k	132.31	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$214k		5.4k	39.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$213k		279.00	762.63	View chart
Analog Devices (ADI)	0.1	$213k	+4%	536.00	396.71	View chart
Philip Morris International (PM)	0.1	$207k	NEW	1.1k	190.82	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$205k		2.6k	78.51	View chart
Amplify Etf Tr Etho Cli Lea Etf (ETHO)	0.1	$205k	-24%	2.6k	79.67	View chart
UnitedHealth (UNH)	0.1	$203k	-8%	552.00	367.08	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$107k		11k	10.07	View chart
Meta Financial (CASH)	0.0	$0		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 Q3 filed Oct. 27, 2026
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

View all past filings

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