FINANCIAL INSIGHTS, INC.

Filed: 7/22/2025ACC: 0001085146-25-004028

📋 What this filing means

FINANCIAL INSIGHTS, INC. filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $273.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$273.78M

Total AUM (reported)

3.67M

Total Shares

Allocation by class

COM$55.63M20.3%

PORTFOLIO S&P500$32.14M11.7%

US DIVIDEND EQ$24.09M8.8%

XTRACK MSCI EAFE$15.19M5.5%

GROWTH ETF$14.47M5.3%

UNIT SER 1$13.21M4.8%

PORTFOLIO S&P600$9.01M3.3%

Portfolio Concentration

Top 3$80.27M29.3%

4–10$77.19M28.2%

11–25$54.70M20.0%

Rest$61.61M22.5%

Top 3 weight

29.3%

Top 10 weight

57.5%

Voting Authority Distribution

Total shares with voting rights: 3.67M

Sole

Full voting authority

3.67M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings127

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares442.15K

TypeSH

Market value$32.14M

11.74%

Sole

442.15K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares908.98K

TypeSH

Market value$24.09M

8.80%

Sole

908.98K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares48.34K

TypeSH

Market value$24.04M

8.78%

Sole

48.34K

Shared

0.00

None

0.00

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares347.24K

TypeSH

Market value$15.19M

5.55%

Sole

347.24K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares33.01K

TypeSH

Market value$14.47M

5.29%

Sole

33.01K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares23.94K

TypeSH

Market value$13.21M

4.82%

Sole

23.94K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares48.81K

TypeSH

Market value$10.01M

3.66%

Sole

48.81K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares211.56K

TypeSH

Market value$9.01M

3.29%

Sole

211.56K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares17.90K

TypeSH

Market value$8.69M

3.18%

Sole

17.90K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares154.46K

TypeSH

Market value$6.60M

2.41%

Sole

154.46K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares22.22K

TypeSH

Market value$5.27M

1.92%

Sole

22.22K

Shared

0.00

None

0.00

TCW ETF TRUST

SOLE

TRANSFRM 500 ETF

Shares71.84K

TypeSH

Market value$5.23M

1.91%

Sole

71.84K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares85.24K

TypeSH

Market value$4.86M

1.78%

Sole

85.24K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares22.44K

TypeSH

Market value$4.59M

1.68%

Sole

22.44K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares16.68K

TypeSH

Market value$4.22M

1.54%

Sole

16.68K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares108.12K

TypeSH

Market value$3.88M

1.42%

Sole

108.12K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares94.53K

TypeSH

Market value$3.83M

1.40%

Sole

94.53K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares12.63K

TypeSH

Market value$3.60M

1.32%

Sole

12.63K

Shared

0.00

None

0.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares31.57K

TypeSH

Market value$3.30M

1.20%

Sole

31.57K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares10.68K

TypeSH

Market value$2.99M

1.09%

Sole

10.68K

Shared

0.00

None

0.00

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares55.30K

TypeSH

Market value$2.77M

1.01%

Sole

55.30K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares12.40K

TypeSH

Market value$2.72M

0.99%

Sole

12.40K

Shared

0.00

None

0.00

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares60.55K

TypeSH

Market value$2.58M

0.94%

Sole

60.55K

Shared

0.00

None

0.00

PARNASSUS INCOME FDS

SOLE

CORE SELECT ETF

Shares96.44K

TypeSH

Market value$2.46M

0.90%

Sole

96.44K

Shared

0.00

None

0.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares2.44K

TypeSH

Market value$2.42M

0.88%

Sole

2.44K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	442.15K	SH	$32.14M 11.74%	442.15K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	908.98K	SH	$24.09M 8.80%	908.98K
MICROSOFT CORPSOLE	COM	48.34K	SH	$24.04M 8.78%	48.34K
DBX ETF TRSOLE	XTRACK MSCI EAFE	347.24K	SH	$15.19M 5.55%	347.24K
VANGUARD INDEX FDSSOLE	GROWTH ETF	33.01K	SH	$14.47M 5.29%	33.01K
INVESCO QQQ TRSOLE	UNIT SER 1	23.94K	SH	$13.21M 4.82%	23.94K
APPLE INCSOLE	COM	48.81K	SH	$10.01M 3.66%	48.81K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	211.56K	SH	$9.01M 3.29%	211.56K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	17.90K	SH	$8.69M 3.18%	17.90K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	154.46K	SH	$6.60M 2.41%	154.46K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	22.22K	SH	$5.27M 1.92%	22.22K
TCW ETF TRUSTSOLE	TRANSFRM 500 ETF	71.84K	SH	$5.23M 1.91%	71.84K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	85.24K	SH	$4.86M 1.78%	85.24K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	22.44K	SH	$4.59M 1.68%	22.44K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	16.68K	SH	$4.22M 1.54%	16.68K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	108.12K	SH	$3.88M 1.42%	108.12K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	94.53K	SH	$3.83M 1.40%	94.53K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	12.63K	SH	$3.60M 1.32%	12.63K
ISHARES TRSOLE	NATIONAL MUN ETF	31.57K	SH	$3.30M 1.20%	31.57K
VANGUARD INDEX FDSSOLE	MID CAP ETF	10.68K	SH	$2.99M 1.09%	10.68K
WISDOMTREE TRSOLE	US MIDCAP DIVID	55.30K	SH	$2.77M 1.01%	55.30K
AMAZON COM INCSOLE	COM	12.40K	SH	$2.72M 0.99%	12.40K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	60.55K	SH	$2.58M 0.94%	60.55K
PARNASSUS INCOME FDSSOLE	CORE SELECT ETF	96.44K	SH	$2.46M 0.90%	96.44K
COSTCO WHSL CORP NEWSOLE	COM	2.44K	SH	$2.42M 0.88%	2.44K

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