Financial Insights

Financial Insights as of Dec. 31, 2025

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