Financial Insights, Inc. Portfolio Stock Holdings
Financial Insights, Inc. disclosed 130 stock positions valued at approximately $308.6 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SCHWAB STRATEGIC TR, and DBX ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 19, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 130
- Portfolio Value
- $308.6M
Holdings by Sector
Financial Insights, Inc. Portfolio Holdings in Q1 2026
124 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 13.28% | 535,431 | +51,318 | +10.60% | $40,981,904 |
| SCHWAB STRATEGIC TR | SCHD | Other | 9.36% | 941,050 | +31,377 | +3.45% | $28,871,429 |
| DBX ETF TR | DBEF | Other | 6.35% | 396,701 | +29,902 | +8.15% | $19,597,049 |
| MICROSOFT CORP | MSFT | Technology | 5.47% | 45,626 | -2,485 | -5.17% | $16,889,535 |
| INVESCO QQQ TR | QQQ | Other | 5.22% | 27,889 | +2,464 | +9.69% | $16,097,249 |
| APPLE INC | AAPL | Technology | 4.06% | 49,313 | +769 | +1.58% | $12,515,216 |
| SPDR SERIES TRUST | SPSM | Other | 3.93% | 251,186 | +21,058 | +9.15% | $12,137,319 |
| VANGUARD INDEX FDS | VUG | Other | 3.91% | 27,656 | -2,469 | -8.20% | $12,079,709 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.45% | 161,469 | +9,500 | +6.25% | $7,574,491 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.41% | 15,491 | -1,362 | -8.08% | $7,423,287 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.93% | 92,757 | -1,417 | -1.50% | $5,943,880 |
| VANGUARD INDEX FDS | VB | Other | 1.79% | 21,110 | -786 | -3.59% | $5,529,075 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.56% | 22,357 | +53 | +0.24% | $4,808,175 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.42% | 32,875 | +215 | +0.66% | $4,369,088 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.39% | 93,812 | -60 | -0.06% | $4,282,520 |
| TCW ETF TRUST | VOTE | Other | 1.25% | 50,610 | -2,595 | -4.88% | $3,861,547 |
| VANGUARD INDEX FDS | VV | Other | 1.19% | 12,284 | -81 | -0.66% | $3,671,073 |
| AMPLIFY ETF TR | DIVO | Other | 1.09% | 74,920 | +4,100 | +5.79% | $3,360,162 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.05% | 15,630 | +2,168 | +16.10% | $3,255,260 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.98% | 78,195 | -4,717 | -5.69% | $3,038,673 |
| NVIDIA CORPORATION | NVDA | Technology | 0.93% | 16,462 | -1,324 | -7.44% | $2,871,025 |
| VANGUARD INDEX FDS | VTI | Other | 0.92% | 8,870 | +618 | +7.49% | $2,845,639 |
| PIMCO EQUITY SER | RAFE | Other | 0.85% | 63,112 | +20 | +0.03% | $2,626,295 |
| WISDOMTREE TR | DON | Other | 0.84% | 49,551 | -828 | -1.64% | $2,603,413 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.84% | 2,603 | +46 | +1.80% | $2,593,707 |
| VANGUARD INDEX FDS | VO | Other | 0.79% | 8,542 | -535 | -5.89% | $2,453,018 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.76% | 32,223 | +217 | +0.68% | $2,342,295 |
| ISHARES TR | MUB | Other | 0.76% | 21,991 | -1,929 | -8.06% | $2,334,345 |
| ISHARES TR | DGRO | Other | 0.75% | 33,010 | -453 | -1.35% | $2,316,630 |
| TCW ETF TRUST | NETZ | Other | 0.72% | 22,848 | +885 | +4.03% | $2,233,758 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.68% | 14,068 | +200 | +1.44% | $2,083,471 |
| AMPLIFY ETF TR | IDVO | Other | 0.66% | 50,659 | +10,834 | +27.20% | $2,050,170 |
| NUSHARES ETF TR | NULG | Other | 0.60% | 20,202 | +58 | +0.29% | $1,837,176 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.59% | 24,238 | - | - | $1,820,274 |
| ISHARES TR | DSI | Other | 0.56% | 14,151 | -770 | -5.16% | $1,714,960 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.55% | 31,671 | -230 | -0.72% | $1,711,816 |
| ISHARES TR | QUAL | Other | 0.45% | 7,237 | -66 | -0.90% | $1,388,117 |
| ISHARES TR | PFF | Other | 0.44% | 44,766 | +4,400 | +10.90% | $1,357,305 |
| SPDR SERIES TRUST | LGLV | Other | 0.40% | 6,951 | -89 | -1.26% | $1,237,973 |
| ISHARES TR | IVV | Other | 0.40% | 1,875 | -418 | -18.23% | $1,224,769 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 7,155 | -130 | -1.78% | $1,213,979 |
| BROADCOM INC | AVGO | Technology | 0.39% | 3,850 | +179 | +4.88% | $1,191,614 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.37% | 7,148 | +175 | +2.51% | $1,156,046 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.37% | 15,979 | -43 | -0.27% | $1,136,604 |
| SPDR SERIES TRUST | SPYV | Other | 0.33% | 17,818 | +1,150 | +6.90% | $1,008,142 |
| SPDR SERIES TRUST | PSK | Other | 0.32% | 32,095 | +4,476 | +16.21% | $989,810 |
| ISHARES TR | IJH | Other | 0.32% | 14,573 | -550 | -3.64% | $984,115 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.31% | 10,827 | -517 | -4.56% | $969,991 |
| VANGUARD INDEX FDS | VOO | Other | 0.31% | 1,612 | +161 | +11.10% | $963,251 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 3,242 | -523 | -13.89% | $932,270 |
| VANGUARD WORLD FD | VGT | Other | 0.27% | 1,213 | +2 | +0.17% | $846,334 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 3,348 | +84 | +2.57% | $818,378 |
| PIMCO ETF TR | PYLD | Other | 0.26% | 30,607 | +957 | +3.23% | $801,903 |
| SPDR SERIES TRUST | SPYD | Other | 0.25% | 16,990 | -100 | -0.59% | $773,385 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.24% | 2,487 | -12 | -0.48% | $731,576 |
| VISA INC | V | Financial Services | 0.23% | 2,390 | - | - | $722,354 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 783 | +94 | +13.64% | $720,180 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.23% | 2,292 | +101 | +4.61% | $712,330 |
| ISHARES TR | IWF | Other | 0.23% | 1,649 | -17 | -1.02% | $703,134 |
| WELLS FARGO & CO | WFC | Financial Services | 0.23% | 8,755 | -223 | -2.48% | $696,986 |
| ISHARES TR | IJR | Other | 0.23% | 5,594 | +1,000 | +21.77% | $695,390 |
| WALMART INC | WMT | Consumer Defensive | 0.22% | 5,576 | -9 | -0.16% | $692,985 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.21% | 7,008 | +100 | +1.45% | $660,434 |
| ISHARES TR | IWD | Other | 0.21% | 3,078 | -213 | -6.47% | $657,676 |
| SOUND FINL BANCORP INC | SFBC | Financial Services | 0.21% | 14,897 | - | - | $651,148 |
| CHEVRON CORPORATION | CVX | Energy | 0.21% | 3,122 | +1,725 | +123.48% | $645,942 |
| GE VERNOVA INC | GEV | Utilities | 0.20% | 709 | -24 | -3.27% | $618,886 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.20% | 12,350 | +700 | +6.01% | $612,684 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 2,059 | - | - | $590,784 |
| NETFLIX INC. | NFLX | Communication Services | 0.18% | 5,670 | -700 | -10.99% | $545,171 |
| ISHARES TR | IWP | Other | 0.16% | 3,922 | -158 | -3.87% | $502,487 |
| APPLIED MATLS INC | AMAT | Technology | 0.16% | 1,455 | +48 | +3.41% | $497,304 |
| VANGUARD INDEX FDS | VTV | Other | 0.16% | 2,505 | -95 | -3.65% | $491,481 |
| META PLATFORMS INC | META | Communication Services | 0.16% | 856 | -23 | -2.62% | $489,743 |
| CISCO SYS INC | CSCO | Technology | 0.16% | 6,220 | +92 | +1.50% | $482,576 |
| SPDR GOLD TR | GLD | Other | 0.15% | 1,110 | +1,110 | +100.00% | $477,622 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.15% | 6,631 | - | - | $470,204 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 0.15% | 9,309 | -625 | -6.29% | $463,867 |
| ETFS GOLD TR | SGOL | Other | 0.15% | 10,318 | - | - | $460,389 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.15% | 2,225 | -174 | -7.25% | $452,632 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 5,832 | -169 | -2.82% | $443,543 |
| ABBVIE INC | ABBV | Healthcare | 0.14% | 2,038 | +62 | +3.14% | $443,322 |
| VANGUARD INDEX FDS | VBK | Other | 0.14% | 1,449 | - | - | $438,003 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 1,119 | +96 | +9.38% | $415,988 |
| ISHARES TR | EFA | Other | 0.13% | 4,158 | +103 | +2.54% | $403,867 |
| ISHARES TR | IVW | Other | 0.13% | 3,526 | -991 | -21.94% | $398,830 |
| VANGUARD WORLD FD | VHT | Other | 0.13% | 1,417 | +35 | +2.53% | $385,894 |
| SPDR SERIES TRUST | SPYX | Other | 0.12% | 7,168 | - | - | $380,119 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 529 | +1 | +0.19% | $374,743 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 2,549 | +11 | +0.43% | $368,161 |
| ISHARES TR | ESGD | Other | 0.12% | 3,753 | -8 | -0.21% | $358,862 |
| ISHARES TR | HDV | Other | 0.11% | 2,527 | - | - | $342,964 |
| PIMCO ETF TR | LDUR | Other | 0.11% | 3,478 | +1,209 | +53.28% | $333,238 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 6,237 | +650 | +11.63% | $313,120 |
| VANGUARD INDEX FDS | VNQ | Other | 0.10% | 3,434 | +100 | +3.00% | $304,631 |
| BOEING CO | BA | Industrials | 0.10% | 1,514 | +44 | +2.99% | $301,411 |
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 0.10% | 1,750 | - | - | $301,193 |
| RTX CORPORATION | RTX | Industrials | 0.10% | 1,527 | - | - | $294,558 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.09% | 697 | -213 | -23.41% | $290,468 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 875 | +11 | +1.27% | $287,779 |