Financial Insights, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$308.6M
Q ending 2026-03-31
Prior quarter
$298.4M
Q ending 2025-12-31
Change
+3.4% QoQ · +22.8% YoY
Positions
130
reported holdings
Largest positions
Top 100 of 130 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $41.0M | 535K |
| Schwab Strategic Tr | SCHD | Shares | $28.9M | 941K |
| Dbx Etf Tr | DBEF | Shares | $19.6M | 397K |
| Microsoft Corp | MSFT | Shares | $16.9M | 46K |
| Invesco Qqq Tr | QQQ | Shares | $16.1M | 28K |
| Apple Inc | AAPL | Shares | $12.5M | 49K |
| Spdr Series Trust | SPSM | Shares | $12.1M | 251K |
| Vanguard Index Fds | VUG | Shares | $12.1M | 28K |
| Spdr Index Shs Fds | SPEM | Shares | $7.6M | 161K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.4M | 15K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.9M | 93K |
| Vanguard Index Fds | VB | Shares | $5.5M | 21K |
| Vanguard Specialized Funds | VIG | Shares | $4.8M | 22K |
| Select Sector Spdr Tr | XLK | Shares | $4.4M | 33K |
| Spdr Index Shs Fds | SPDW | Shares | $4.3M | 94K |
| Tcw Etf Trust | VOTE | Shares | $3.9M | 51K |
| Vanguard Index Fds | VV | Shares | $3.7M | 12K |
| Amplify Etf Tr | DIVO | Shares | $3.4M | 75K |
| Parnassus Income Fds | PRCS | Shares | $3.3M | 132K |
| Amazon Com Inc | AMZN | Shares | $3.3M | 16K |
| Dimensional Etf Trust | DFAC | Shares | $3.0M | 78K |
| Nvidia Corporation | NVDA | Shares | $2.9M | 16K |
| Vanguard Index Fds | VTI | Shares | $2.8M | 9K |
| Pimco Equity Ser | RAFE | Shares | $2.6M | 63K |
| Wisdomtree Tr | DON | Shares | $2.6M | 50K |
| Costco Wholesale Corporation | COST | Shares | $2.6M | 3K |
| Vanguard Index Fds | VO | Shares | $2.5M | 9K |
| Morgan Stanley Etf Trust | CVIE | Shares | $2.3M | 32K |
| Ishares Tr | MUB | Shares | $2.3M | 22K |
| Ishares Tr | DGRO | Shares | $2.3M | 33K |
| Tcw Etf Trust | PWRD | Shares | $2.2M | 23K |
| Columbia Etf Tr I | INEQ | Shares | $2.2M | 56K |
| Vanguard Whitehall Fds | VYM | Shares | $2.1M | 14K |
| Amplify Etf Tr | IDVO | Shares | $2.1M | 51K |
| Nushares Etf Tr | NULG | Shares | $1.8M | 20K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.8M | 24K |
| Ishares Tr | DSI | Shares | $1.7M | 14K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.7M | 32K |
| Ishares Tr | QUAL | Shares | $1.4M | 7K |
| Ishares Tr | PFF | Shares | $1.4M | 45K |
| Spdr Series Trust | LGLV | Shares | $1.2M | 7K |
| Cohen & Steers Etf Trust | CSPF | Shares | $1.2M | 48K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 7K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Select Sector Spdr Tr | XLI | Shares | $1.2M | 7K |
| Dimensional Etf Trust | DFAS | Shares | $1.1M | 16K |
| Spdr Series Trust | SPYV | Shares | $1.0M | 18K |
| Spdr Series Trust | PSK | Shares | $990K | 32K |
| Ishares Tr | IJH | Shares | $984K | 15K |
| Starbucks Corp | SBUX | Shares | $970K | 11K |
| Vanguard Index Fds | VOO | Shares | $963K | 2K |
| Alphabet Inc | GOOGL | Shares | $932K | 3K |
| Vanguard World Fd | VGT | Shares | $846K | 1K |
| Johnson & Johnson | JNJ | Shares | $818K | 3K |
| Pimco Etf Tr | PYLD | Shares | $802K | 31K |
| Spdr Series Trust | SPYD | Shares | $773K | 17K |
| Impax Funds Series Trust I | BLDX | Shares | $764K | 30K |
| Jpmorgan Chase & Co | JPM | Shares | $732K | 2K |
| Visa Inc | V | Shares | $722K | 2K |
| Eli Lilly & Co | LLY | Shares | $720K | 783 |
| Mcdonalds Corp | MCD | Shares | $712K | 2K |
| Ishares Tr | IWF | Shares | $703K | 2K |
| Wells Fargo & Co | WFC | Shares | $697K | 9K |
| Ishares Tr | IJR | Shares | $695K | 6K |
| Walmart Inc | WMT | Shares | $693K | 6K |
| Vanguard Whitehall Fds | VYMI | Shares | $660K | 7K |
| Ishares Tr | IWD | Shares | $658K | 3K |
| Sound Finl Bancorp Inc | SFBC | Shares | $651K | 15K |
| Chevron Corporation | CVX | Shares | $646K | 3K |
| Ge Vernova Inc | GEV | Shares | $619K | 709 |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $613K | 12K |
| Alphabet Inc | GOOG | Shares | $591K | 2K |
| Pgim Etf Tr | PJIO | Shares | $573K | 10K |
| Netflix Inc. | NFLX | Shares | $545K | 6K |
| Ishares Tr | IWP | Shares | $502K | 4K |
| Applied Matls Inc | AMAT | Shares | $497K | 1K |
| Vanguard Malvern Fds | VPLS | Shares | $493K | 6K |
| Vanguard Index Fds | VTV | Shares | $491K | 3K |
| Meta Platforms Inc | META | Shares | $490K | 856 |
| Cisco Sys Inc | CSCO | Shares | $483K | 6K |
| Spdr Gold Tr | GLD | Shares | $478K | 1K |
| Dimensional Etf Trust | DFUS | Shares | $470K | 7K |
| J P Morgan Exchange Traded F | JMHI | Shares | $464K | 9K |
| Etfs Gold Tr | SGOL | Shares | $460K | 10K |
| Advanced Micro Devices Inc | AMD | Shares | $453K | 2K |
| Coca Cola Co | KO | Shares | $444K | 6K |
| Abbvie Inc | ABBV | Shares | $443K | 2K |
| Vanguard Index Fds | VBK | Shares | $438K | 1K |
| Tesla Inc | TSLA | Shares | $416K | 1K |
| Ishares Tr | EFA | Shares | $404K | 4K |
| Ishares Tr | IVW | Shares | $399K | 4K |
| Vanguard World Fd | VHT | Shares | $386K | 1K |
| Spdr Series Trust | SPYX | Shares | $380K | 7K |
| Caterpillar Inc | CAT | Shares | $375K | 529 |
| Procter & Gamble Co | PG | Shares | $368K | 3K |
| Ishares Tr | ESGD | Shares | $359K | 4K |
| Ishares Tr | HDV | Shares | $343K | 3K |
| Pimco Etf Tr | LDUR | Shares | $333K | 3K |
| Verizon Communications Inc | VZ | Shares | $313K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.