Financial Insights, Inc. — 13F Holdings & Portfolio
CIK 1642058 · latest 13F-HR filed 2026-05-19
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$308.6M
Long-equity book
Holdings
130
Distinct positions
Period
2026-03-31
Filed 2026-05-19
Q/Q Activity
+8 / −6 / ↑38 / ↓37
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$3.9M +15.7%
- SPDR SERIES TRUST$2.1M +5.5%
- DBX ETF TR$2.0M +11.1%
- SPDR SERIES TRUST$1.4M +12.6%
- AMPLIFY ETF TR$522.9K +34.2%
Top Trims
- MICROSOFT CORP-$6.4M -27.4%
- VANGUARD INDEX FDS-$2.6M -17.8%
- APPLE INC-$682.0K -5.2%
- NVIDIA CORPORATION-$446.1K -13.4%
- TCW ETF TRUST-$406.7K -9.5%
New Positions
- BERKSHIRE HATHAWAY INC DEL$7.4M
- ALPHABET INC$932.3K
- IMPAX FUNDS SERIES TRUST I$763.8K
- SPDR GOLD TR$477.6K
- VERIZON COMMUNICATIONS INC$313.1K
Exited Positions
- UNITEDHEALTH GROUP INC$282.9K
- VANGUARD BD INDEX FDS$274.7K
- IQVIA HLDGS INC$249.5K
- SALESFORCE INC$231.0K
- PROSHARES TR$207.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $41.0M | 13.28% | 535,431 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $28.9M | 9.36% | 941,050 | SH |
| 3 | DBX ETF TR | DBEF | 233051200 | $19.6M | 6.35% | 396,701 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $16.9M | 5.47% | 45,626 | SH |
| 5 | INVESCO QQQ TR | QQQ | 46090E103 | $16.1M | 5.22% | 27,889 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $12.5M | 4.06% | 49,313 | SH |
| 7 | SPDR SERIES TRUST | SPSM | 78468R853 | $12.1M | 3.93% | 251,186 | SH |
| 8 | VANGUARD INDEX FDS | VUG | 922908736 | $12.1M | 3.91% | 27,656 | SH |
| 9 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $7.6M | 2.45% | 161,469 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.4M | 2.41% | 15,491 | SH |
| 11 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.9M | 1.93% | 92,757 | SH |
| 12 | VANGUARD INDEX FDS | VB | 922908751 | $5.5M | 1.79% | 21,110 | SH |
| 13 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.8M | 1.56% | 22,357 | SH |
| 14 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $4.4M | 1.42% | 32,875 | SH |
| 15 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $4.3M | 1.39% | 93,812 | SH |
| 16 | TCW ETF TRUST | VOTE | 29287L106 | $3.9M | 1.25% | 50,610 | SH |
| 17 | VANGUARD INDEX FDS | VV | 922908637 | $3.7M | 1.19% | 12,284 | SH |
| 18 | AMPLIFY ETF TR | DIVO | 032108409 | $3.4M | 1.09% | 74,920 | SH |
| 19 | PARNASSUS INCOME FDS | PRCS | 701769507 | $3.3M | 1.07% | 132,218 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $3.3M | 1.05% | 15,630 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $3.0M | 0.98% | 78,195 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.9M | 0.93% | 16,462 | SH |
| 23 | VANGUARD INDEX FDS | VTI | 922908769 | $2.8M | 0.92% | 8,870 | SH |
| 24 | PIMCO EQUITY SER | RAFE | 72201T342 | $2.6M | 0.85% | 63,112 | SH |
| 25 | WISDOMTREE TR | DON | 97717W505 | $2.6M | 0.84% | 49,551 | SH |
| 26 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.6M | 0.84% | 2,603 | SH |
| 27 | VANGUARD INDEX FDS | VO | 922908629 | $2.5M | 0.79% | 8,542 | SH |
| 28 | MORGAN STANLEY ETF TRUST | CVIE | 61774R106 | $2.3M | 0.76% | 32,223 | SH |
| 29 | ISHARES TR | MUB | 464288414 | $2.3M | 0.76% | 21,991 | SH |
| 30 | ISHARES TR | DGRO | 46434V621 | $2.3M | 0.75% | 33,010 | SH |
| 31 | TCW ETF TRUST | PWRD | 29287L205 | $2.2M | 0.72% | 22,848 | SH |
| 32 | COLUMBIA ETF TR I | INEQ | 19761L862 | $2.2M | 0.71% | 56,101 | SH |
| 33 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.1M | 0.68% | 14,068 | SH |
| 34 | AMPLIFY ETF TR | IDVO | 032108722 | $2.1M | 0.66% | 50,659 | SH |
| 35 | NUSHARES ETF TR | NULG | 67092P201 | $1.8M | 0.60% | 20,202 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.8M | 0.59% | 24,238 | SH |
| 37 | ISHARES TR | DSI | 464288570 | $1.7M | 0.56% | 14,151 | SH |
| 38 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.7M | 0.55% | 31,671 | SH |
| 39 | ISHARES TR | QUAL | 46432F339 | $1.4M | 0.45% | 7,237 | SH |
| 40 | ISHARES TR | PFF | 464288687 | $1.4M | 0.44% | 44,766 | SH |
| 41 | SPDR SERIES TRUST | LGLV | 78468R804 | $1.2M | 0.40% | 6,951 | SH |
| 42 | COHEN & STEERS ETF TRUST | CSPF | 19249U203 | $1.2M | 0.40% | 47,977 | SH |
| 43 | ISHARES TR | IVV | 464287200 | $1.2M | 0.40% | 1,875 | SH |
| 44 | EXXON MOBIL CORP | XOM | 30231G102 | $1.2M | 0.39% | 7,155 | SH |
| 45 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.39% | 3,850 | SH |
| 46 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.2M | 0.37% | 7,148 | SH |
| 47 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $1.1M | 0.37% | 15,979 | SH |
| 48 | SPDR SERIES TRUST | SPYV | 78464A508 | $1.0M | 0.33% | 17,818 | SH |
| 49 | SPDR SERIES TRUST | PSK | 78464A292 | $989.8K | 0.32% | 32,095 | SH |
| 50 | ISHARES TR | IJH | 464287507 | $984.1K | 0.32% | 14,573 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-19 | $308.6M | 130 | 0001642058-26-000004 |
| 2025-12-31 | 2026-04-01 | $298.4M | 128 | 0001085146-26-000292 |
| 2025-09-30 | 2026-04-01 | $302.0M | 143 | 0001085146-26-000291 |