Filed: 4/1/2026ACC: 0001085146-26-000291
📋 What this filing means
FINANCIAL INSIGHTS, INC. filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $302.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$302.00M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
COM$64.41M21.3%
PORTFOLIO S&P500$36.54M12.1%
US DIVIDEND EQ$24.67M8.2%
XTRACK MSCI EAFE$16.96M5.6%
GROWTH ETF$15.33M5.1%
UNIT SER 1$14.93M4.9%
PORTFOLIO S&P600$10.32M3.4%
Portfolio Concentration
Top 3$86.47M28.6%
4–10$85.43M28.3%
11–25$56.83M18.8%
Rest$73.26M24.3%
Top 3 weight
28.6%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
3.82M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:
SPDR SERIES TRUST
SOLEShares466.41K
TypeSH
Market value$36.54M
12.10%
Sole
466.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.79K
TypeSH
Market value$25.27M
8.37%
Sole
48.79K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares903.51K
TypeSH
Market value$24.67M
8.17%
Sole
903.51K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares365.38K
TypeSH
Market value$16.96M
5.62%
Sole
365.38K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares31.97K
TypeSH
Market value$15.33M
5.08%
Sole
31.97K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares24.86K
TypeSH
Market value$14.93M
4.94%
Sole
24.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares48.28K
TypeSH
Market value$12.29M
4.07%
Sole
48.28K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares222.81K
TypeSH
Market value$10.32M
3.42%
Sole
222.81K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.85K
TypeSH
Market value$8.47M
2.81%
Sole
16.85K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares152.14K
TypeSH
Market value$7.12M
2.36%
Sole
152.14K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.05K
TypeSH
Market value$5.61M
1.86%
Sole
22.05K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares92.61K
TypeSH
Market value$5.55M
1.84%
Sole
92.61K
Shared
0.00
None
0.00
TCW ETF TRUST
SOLEShares64.43K
TypeSH
Market value$5.06M
1.67%
Sole
64.43K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares22.32K
TypeSH
Market value$4.82M
1.60%
Sole
22.32K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares16.68K
TypeSH
Market value$4.70M
1.56%
Sole
16.68K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares94.13K
TypeSH
Market value$4.03M
1.33%
Sole
94.13K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.48K
TypeSH
Market value$3.84M
1.27%
Sole
12.48K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares89.25K
TypeSH
Market value$3.44M
1.14%
Sole
89.25K
Shared
0.00
None
0.00
PARNASSUS INCOME FDS
SOLEShares115.83K
TypeSH
Market value$3.03M
1.00%
Sole
115.83K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares66.77K
TypeSH
Market value$2.98M
0.99%
Sole
66.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares13.24K
TypeSH
Market value$2.91M
0.96%
Sole
13.24K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares15.35K
TypeSH
Market value$2.86M
0.95%
Sole
15.35K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.46K
TypeSH
Market value$2.78M
0.92%
Sole
9.46K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares50.80K
TypeSH
Market value$2.66M
0.88%
Sole
50.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.11K
TypeSH
Market value$2.57M
0.85%
Sole
24.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 466.41K | SH | $36.54M 12.10% | 466.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.79K | SH | $25.27M 8.37% | 48.79K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 903.51K | SH | $24.67M 8.17% | 903.51K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 365.38K | SH | $16.96M 5.62% | 365.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.97K | SH | $15.33M 5.08% | 31.97K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 24.86K | SH | $14.93M 4.94% | 24.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 48.28K | SH | $12.29M 4.07% | 48.28K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 222.81K | SH | $10.32M 3.42% | 222.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.85K | SH | $8.47M 2.81% | 16.85K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 152.14K | SH | $7.12M 2.36% | 152.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 22.05K | SH | $5.61M 1.86% | 22.05K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 92.61K | SH | $5.55M 1.84% | 92.61K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 64.43K | SH | $5.06M 1.67% | 64.43K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.32K | SH | $4.82M 1.60% | 22.32K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 16.68K | SH | $4.70M 1.56% | 16.68K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 94.13K | SH | $4.03M 1.33% | 94.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 12.48K | SH | $3.84M 1.27% | 12.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 89.25K | SH | $3.44M 1.14% | 89.25K | 0.00 | 0.00 |
PARNASSUS INCOME FDSSOLE | CORE SELECT ETF | 115.83K | SH | $3.03M 1.00% | 115.83K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 66.77K | SH | $2.98M 0.99% | 66.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.24K | SH | $2.91M 0.96% | 13.24K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 15.35K | SH | $2.86M 0.95% | 15.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 9.46K | SH | $2.78M 0.92% | 9.46K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 50.80K | SH | $2.66M 0.88% | 50.80K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 24.11K | SH | $2.57M 0.85% | 24.11K | 0.00 | 0.00 |
Page 1 of 6
…