Financial Insights, Inc.

Est. AUM

$308.6M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$41.0M	535431	13.28%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$28.9M	941050	9.36%	SOLE
3	DBX ETF TR	XTRACK MSCI EAFE	$19.6M	396701	6.35%	SOLE
4	MICROSOFT CORP	COM	$16.9M	45626	5.47%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$16.1M	27889	5.22%	SOLE
6	APPLE INC	COM	$12.5M	49313	4.06%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$12.1M	251186	3.93%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$12.1M	27656	3.91%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$7.6M	161469	2.45%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.4M	15491	2.41%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.9M	92757	1.93%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$5.5M	21110	1.79%	SOLE
13	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.8M	22357	1.56%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.4M	32875	1.42%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$4.3M	93812	1.39%	SOLE
16	TCW ETF TRUST	TRANSFRM 500 ETF	$3.9M	50610	1.25%	SOLE
17	VANGUARD INDEX FDS	LARGE CAP ETF	$3.7M	12284	1.19%	SOLE
18	AMPLIFY ETF TR	CWP ENHANCED DIV	$3.4M	74920	1.09%	SOLE
19	PARNASSUS INCOME FDS	CORE SELECT ETF	$3.3M	132218	1.07%	SOLE
20	AMAZON COM INC	COM	$3.3M	15630	1.05%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.0M	78195	0.98%	SOLE
22	NVIDIA CORPORATION	COM	$2.9M	16462	0.93%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	8870	0.92%	SOLE
24	PIMCO EQUITY SER	RAFI ESG US	$2.6M	63112	0.85%	SOLE
25	WISDOMTREE TR	US MIDCAP DIVID	$2.6M	49551	0.84%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$2.6M	2603	0.84%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	8542	0.79%	SOLE
28	MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$2.3M	32223	0.76%	SOLE
29	ISHARES TR	NATIONAL MUN ETF	$2.3M	21991	0.76%	SOLE
30	ISHARES TR	CORE DIV GRWTH	$2.3M	33010	0.75%	SOLE
31	TCW ETF TRUST	TRANSFORM SYSTEM	$2.2M	22848	0.72%	SOLE
32	COLUMBIA ETF TR I	INTERNATIONAL EQ	$2.2M	56101	0.71%	SOLE
33	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.1M	14068	0.67%	SOLE
34	AMPLIFY ETF TR	CWP INTL ENHANCE	$2.0M	50659	0.66%	SOLE
35	NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.8M	20202	0.60%	SOLE
36	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	24238	0.59%	SOLE
37	ISHARES TR	ESG MSCI KLD 400	$1.7M	14151	0.56%	SOLE
38	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	31671	0.55%	SOLE
39	ISHARES TR	MSCI USA QLT FCT	$1.4M	7237	0.45%	SOLE
40	ISHARES TR	PFD AND INCM SEC	$1.4M	44766	0.44%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	6951	0.40%	SOLE
42	COHEN & STEERS ETF TRUST	PREFERRED AND IN	$1.2M	47977	0.40%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$1.2M	1875	0.40%	SOLE
44	EXXON MOBIL CORP	COM	$1.2M	7155	0.39%	SOLE
45	BROADCOM INC	COM	$1.2M	3850	0.39%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET IND	$1.2M	7148	0.37%	SOLE
47	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	15979	0.37%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	17818	0.33%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$990K	32095	0.32%	SOLE
50	ISHARES TR	CORE S&P MCP ETF	$984K	14573	0.32%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.