Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Insights, Inc. (CIK 1642058) reported $308.6M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($41.0M, 13.28%), SCHD ($28.9M, 9.36%), DBEF ($19.6M, 6.35%), MSFT ($16.9M, 5.47%), QQQ ($16.1M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $41.0M | 13.28% | 535,431 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $28.9M | 9.36% | 941,050 | Added |
| 3 | DBEF | DBX ETF TR | $19.6M | 6.35% | 396,701 | Added |
| 4 | MSFT | MICROSOFT CORP | $16.9M | 5.47% | 45,626 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $16.1M | 5.22% | 27,889 | Added |
| 6 | AAPL | APPLE INC | $12.5M | 4.06% | 49,313 | Added |
| 7 | SPSM | SPDR SERIES TRUST | $12.1M | 3.93% | 251,186 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $12.1M | 3.91% | 27,656 | Trimmed |
| 9 | SPEM | SPDR INDEX SHS FDS | $7.6M | 2.45% | 161,469 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.4M | 2.41% | 15,491 | New |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 1.93% | 92,757 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $5.5M | 1.79% | 21,110 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 1.56% | 22,357 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $4.4M | 1.42% | 32,875 | Added |
| 15 | SPDW | SPDR INDEX SHS FDS | $4.3M | 1.39% | 93,812 | Trimmed |
| 16 | VOTE | TCW ETF TRUST | $3.9M | 1.25% | 50,610 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $3.7M | 1.19% | 12,284 | Trimmed |
| 18 | DIVO | AMPLIFY ETF TR | $3.4M | 1.09% | 74,920 | Added |
| 19 | PRCS | PARNASSUS INCOME FDS | $3.3M | 1.07% | 132,218 | Added |
| 20 | AMZN | AMAZON COM INC | $3.3M | 1.05% | 15,630 | Added |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $3.0M | 0.98% | 78,195 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 0.93% | 16,462 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $2.8M | 0.92% | 8,870 | Added |
| 24 | RAFE | PIMCO EQUITY SER | $2.6M | 0.85% | 63,112 | Added |
| 25 | DON | WISDOMTREE TR | $2.6M | 0.84% | 49,551 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31