Financial Insights

Financial Insights as of March 31, 2026

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