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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, MSFT, QQQ, and represent 39.68% of Financial Insights's stock portfolio.
Added to shares of these 10 stocks: BRK.B (+$7.4M), SPYM, DBEF, QQQ, SPSM, SCHD, GOOGL, BLDX, GLD, AMZN.
Started 8 new stock positions in SMH, FANG, AVUV, BLDX, GOOGL, BRK.B, VZ, GLD.
Reduced shares in these 10 stocks: VUG, MSFT, , BND, IVV, IQV, , NVDA, , VB.
Sold out of its positions in IQV, LOW, UPRO, CRM, UNH, BND.
Financial Insights was a net buyer of stock by $18M.
Financial Insights has $309M in assets under management (AUM), dropping by 3.43%.
Central Index Key (CIK): 0001642058

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Portfolio Holdings for Financial Insights

Financial Insights holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	13.3	$41M	+10%	535k	76.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.4	$29M	+3%	941k	30.68	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.4	$20M	+8%	397k	49.40	View chart
Microsoft Corporation (MSFT)	5.5	$17M	-5%	46k	370.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$16M	+9%	28k	577.19	View chart
Apple (AAPL)	4.1	$13M		49k	253.79	View chart
Spdr Series Trust State Street Spd (SPSM)	3.9	$12M	+9%	251k	48.32	View chart
Vanguard Index Fds Growth Etf (VUG)	3.9	$12M	-8%	28k	436.78	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	2.5	$7.6M	+6%	162k	46.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$7.4M	NEW	16k	479.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$5.9M		93k	64.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$5.5M	-3%	21k	261.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$4.8M		22k	215.06	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.4	$4.4M		33k	132.90	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.4	$4.3M		94k	45.65	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	1.3	$3.9M	-4%	51k	76.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$3.7M		12k	298.85	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.1	$3.4M	+5%	75k	44.85	View chart
Parnassus Income Fds Core Select Etf (PRCS)	1.1	$3.3M	+14%	132k	25.00	View chart
Amazon (AMZN)	1.1	$3.3M	+16%	16k	208.27	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.0M	-5%	78k	38.86	View chart
NVIDIA Corporation (NVDA)	0.9	$2.9M	-7%	17k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.8M	+7%	8.9k	320.82	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.9	$2.6M		63k	41.61	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.8	$2.6M		50k	52.54	View chart
Costco Wholesale Corporation (COST)	0.8	$2.6M		2.6k	996.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$2.5M	-5%	8.5k	287.17	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.8	$2.3M		32k	72.69	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$2.3M	-8%	22k	106.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$2.3M		33k	70.18	View chart
Tcw Etf Trust Transform System (PWRD)	0.7	$2.2M	+4%	23k	97.77	View chart
Columbia Etf Tr I International Eq (INEQ)	0.7	$2.2M		56k	39.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$2.1M		14k	148.10	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.7	$2.1M	+27%	51k	40.47	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.6	$1.8M		20k	90.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.8M		24k	75.10	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.6	$1.7M	-5%	14k	121.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.7M		32k	54.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.4M		7.2k	191.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.4M	+10%	45k	30.32	View chart
Spdr Series Trust State Street Spd (LGLV)	0.4	$1.2M		7.0k	178.10	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.4	$1.2M	+13%	48k	25.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M	-18%	1.9k	653.21	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M		7.2k	169.67	View chart
Broadcom (AVGO)	0.4	$1.2M	+4%	3.9k	309.51	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.2M	+2%	7.1k	161.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.1M		16k	71.13	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.0M	+6%	18k	56.58	View chart
Spdr Series Trust State Street Spd (PSK)	0.3	$990k	+16%	32k	30.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$984k	-3%	15k	67.53	View chart
Starbucks Corporation (SBUX)	0.3	$970k	-4%	11k	89.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$963k	+11%	1.6k	597.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$932k	NEW	3.2k	287.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$846k		1.2k	697.72	View chart
Johnson & Johnson (JNJ)	0.3	$818k	+2%	3.3k	244.44	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$802k	+3%	31k	26.20	View chart
Spdr Series Trust State Street Spd (SPYD)	0.3	$773k		17k	45.52	View chart
Impax Funds Series Trust I Global Infrastru (BLDX)	0.2	$764k	NEW	30k	25.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$732k		2.5k	294.16	View chart
Visa Com Cl A (V)	0.2	$722k		2.4k	302.24	View chart
Eli Lilly & Co. (LLY)	0.2	$720k	+13%	783.00	919.77	View chart
McDonald's Corporation (MCD)	0.2	$712k	+4%	2.3k	310.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$703k		1.6k	426.40	View chart
Wells Fargo & Company (WFC)	0.2	$697k	-2%	8.8k	79.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$695k	+21%	5.6k	124.31	View chart
Wal-Mart Stores (WMT)	0.2	$693k		5.6k	124.28	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$660k		7.0k	94.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$658k	-6%	3.1k	213.67	View chart
Sound Finl Ban (SFBC)	0.2	$651k		15k	43.71	View chart
Chevron Corporation (CVX)	0.2	$646k	+123%	3.1k	206.90	View chart
Ge Vernova (GEV)	0.2	$619k	-3%	709.00	872.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$613k	+6%	12k	49.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$591k		2.1k	286.93	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.2	$573k	+75%	10k	55.35	View chart
Netflix (NFLX)	0.2	$545k	-10%	5.7k	96.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$503k	-3%	3.9k	128.12	View chart
Applied Materials (AMAT)	0.2	$497k	+3%	1.5k	341.79	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$493k	+21%	6.4k	77.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$492k	-3%	2.5k	196.20	View chart
Meta Platforms Cl A (META)	0.2	$490k	-2%	856.00	572.13	View chart
Cisco Systems (CSCO)	0.2	$483k		6.2k	77.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$478k	NEW	1.1k	430.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$470k		6.6k	70.91	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.2	$464k	-6%	9.3k	49.83	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$460k		10k	44.62	View chart
Advanced Micro Devices (AMD)	0.1	$453k	-7%	2.2k	203.43	View chart
Coca-Cola Company (KO)	0.1	$444k	-2%	5.8k	76.05	View chart
Abbvie (ABBV)	0.1	$443k	+3%	2.0k	217.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$438k		1.4k	302.28	View chart
Tesla Motors (TSLA)	0.1	$416k	+9%	1.1k	371.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$404k	+2%	4.2k	97.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$399k	-21%	3.5k	113.11	View chart
Vanguard World Health Car Etf (VHT)	0.1	$386k	+2%	1.4k	272.33	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$380k		7.2k	53.03	View chart
Caterpillar (CAT)	0.1	$375k		529.00	708.40	View chart
Procter & Gamble Company (PG)	0.1	$368k		2.5k	144.43	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$359k		3.8k	95.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$343k		2.5k	135.72	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$333k	+53%	3.5k	95.81	View chart
Verizon Communications (VZ)	0.1	$313k	NEW	6.2k	50.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$305k	+2%	3.4k	88.71	View chart
Boeing Company (BA)	0.1	$301k	+2%	1.5k	199.08	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$301k		1.8k	172.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$295k		1.5k	192.90	View chart
Trane Technologies SHS (TT)	0.1	$291k	-23%	697.00	416.74	View chart
Home Depot (HD)	0.1	$288k		875.00	328.89	View chart
International Business Machines (IBM)	0.1	$287k		1.2k	242.39	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$282k	NEW	736.00	383.40	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$270k		2.3k	118.51	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$269k	-3%	2.7k	98.92	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$264k		5.0k	52.64	View chart
TJX Companies (TJX)	0.1	$259k	-3%	1.6k	159.70	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$250k		1.7k	145.94	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$249k		12k	21.42	View chart
Waste Management (WM)	0.1	$248k		1.1k	229.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$247k	NEW	2.2k	110.47	View chart
Deere & Company (DE)	0.1	$243k		432.00	563.19	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$243k		1.8k	132.10	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$240k		3.6k	67.22	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$237k		5.3k	45.06	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$235k		4.9k	48.46	View chart
Ge Aerospace Com New (GE)	0.1	$234k	+5%	824.00	283.77	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$229k		3.5k	66.08	View chart
Johnson Controls Internation SHS (JCI)	0.1	$225k		1.7k	130.95	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$222k	+3%	5.3k	41.68	View chart
Monster Beverage Corp (MNST)	0.1	$217k		3.0k	72.46	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$214k		5.9k	36.11	View chart
Oracle Corporation (ORCL)	0.1	$213k		1.4k	147.11	View chart
Diamondback Energy (FANG)	0.1	$207k	NEW	1.0k	197.79	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$115k		11k	10.88	View chart

Past Filings by Financial Insights

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

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
Financial Insights 2022 Q2 filed Aug. 3, 2022

View all past filings

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