Financial Insights, Inc. 13F Holdings · Q2 2026
Financial Insights, Inc. reported 146 securities worth $379.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (12.92%), SCHD (8.30%), DBEF (5.96%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $47.7M | 12.92% | 542,614 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $30.6M | 8.30% | 965,398 | Added |
| 3 | DBEF | DBX ETF TR | $22.0M | 5.96% | 402,788 | Added |
| 4 | QQQ | INVESCO QQQ TR | $21.9M | 5.95% | 29,790 | Added |
| 5 | AVLC | AMERICAN CENTY ETF TR | $18.6M | 5.03% | 206,355 | New |
| 6 | MSFT | MICROSOFT CORP | $17.2M | 4.66% | 46,108 | Added |
| 7 | SPSM | SPDR SERIES TRUST | $16.1M | 4.35% | 278,497 | Added |
| 8 | AAPL | APPLE INC | $14.3M | 3.87% | 49,296 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $12.9M | 3.49% | 149,643 | Added |
| 10 | SPEM | SPDR INDEX SHS FDS | $8.4M | 2.27% | 161,493 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $6.6M | 1.79% | 92,812 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $6.1M | 1.67% | 32,275 | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $6.1M | 1.66% | 20,176 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.1M | 1.65% | 12,157 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $5.1M | 1.38% | 21,545 | Trimmed |
| 16 | SPDW | SPDR INDEX SHS FDS | $4.7M | 1.28% | 93,637 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $4.3M | 1.16% | 12,461 | Added |
| 18 | VOTE | TCW ETF TRUST | $4.1M | 1.12% | 46,806 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $3.9M | 1.07% | 16,536 | Added |
| 20 | DIVO | AMPLIFY ETF TR | $3.5M | 0.94% | 75,545 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $3.3M | 0.91% | 9,035 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $3.3M | 0.90% | 16,681 | Added |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $3.2M | 0.88% | 72,907 | Trimmed |
| 24 | RAFE | PIMCO EQUITY SER | $2.9M | 0.80% | 61,530 | Trimmed |
| 25 | CVIE | MORGAN STANLEY ETF TRUST | $2.7M | 0.74% | 31,990 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR