Financial Insights, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 25, 2026, Financial Insights, Inc. disclosed 147 stock positions valued at approximately $379.93M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, SCHWAB STRATEGIC TR, and DBX ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 147
- Portfolio Value
- $379.93M
Holdings by Sector
Financial Insights, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 12.55% | 542,614 | +7,183 | +1.34% | $47,684,938 |
| SCHWAB STRATEGIC TR | SCHD | Other | 8.06% | 965,398 | +24,348 | +2.59% | $30,612,765 |
| DBX ETF TR | DBEF | Other | 5.79% | 402,788 | +6,087 | +1.53% | $22,004,330 |
| INVESCO QQQ TR | QQQ | Other | 5.77% | 29,790 | +1,901 | +6.82% | $21,937,708 |
| AMERICAN CENTY ETF TR | AVLC | Other | 4.89% | 206,355 | +206,355 | +100.00% | $18,563,696 |
| MICROSOFT CORP | MSFT | Technology | 4.53% | 46,108 | +482 | +1.06% | $17,199,274 |
| SPDR SERIES TRUST | SPSM | Other | 4.23% | 278,497 | +27,311 | +10.87% | $16,060,949 |
| APPLE INC | AAPL | Technology | 3.75% | 49,296 | -17 | -0.03% | $14,264,370 |
| VANGUARD INDEX FDS | VUG | Other | 3.39% | 149,643 | +121,987 | +441.09% | $12,890,206 |
| PATHWARD FINANCIAL INC | CASH | Financial Services | 2.89% | 0 | - | +100.00% | $10,984,057 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.20% | 161,493 | +24 | +0.01% | $8,362,083 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.74% | 92,812 | +55 | +0.06% | $6,612,875 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.62% | 32,275 | -600 | -1.83% | $6,149,033 |
| VANGUARD INDEX FDS | VB | Other | 1.61% | 20,176 | -934 | -4.42% | $6,115,780 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.60% | 12,157 | -3,334 | -21.52% | $6,083,241 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.34% | 21,545 | -812 | -3.63% | $5,097,914 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.24% | 93,637 | -175 | -0.19% | $4,718,357 |
| VANGUARD INDEX FDS | VV | Other | 1.13% | 12,461 | +177 | +1.44% | $4,285,463 |
| TCW ETF TRUST | VOTE | Other | 1.09% | 46,806 | -3,804 | -7.52% | $4,126,849 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.04% | 16,536 | +906 | +5.80% | $3,941,190 |
| AMPLIFY ETF TR | DIVO | Other | 0.91% | 75,545 | +625 | +0.83% | $3,452,407 |
| VANGUARD INDEX FDS | VTI | Other | 0.88% | 9,035 | +165 | +1.86% | $3,343,252 |
| NVIDIA CORPORATION | NVDA | Technology | 0.88% | 16,681 | +219 | +1.33% | $3,337,650 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.85% | 72,907 | -5,288 | -6.76% | $3,234,134 |
| PIMCO EQUITY SER | RAFE | Other | 0.78% | 61,530 | -1,582 | -2.51% | $2,945,054 |
| TCW ETF TRUST | NETZ | Other | 0.72% | 22,209 | -639 | -2.80% | $2,730,852 |
| WISDOMTREE TR | DON | Other | 0.72% | 48,305 | -1,246 | -2.51% | $2,730,224 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.72% | 31,990 | -233 | -0.72% | $2,719,588 |
| VANGUARD INDEX FDS | VO | Other | 0.66% | 31,180 | +22,638 | +265.02% | $2,512,190 |
| ISHARES TR | DGRO | Other | 0.65% | 32,636 | -374 | -1.13% | $2,473,506 |
Showing 30 of 147 holdings in the latest reporting period.