Filed: 4/1/2026ACC: 0001085146-26-000292
📋 What this filing means
FINANCIAL INSIGHTS, INC. filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $298.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$298.36M
Total AUM (reported)
3.89M
Total Shares
Allocation by class
COM$61.25M20.5%
STATE STREET SPD$54.06M18.1%
US DIVIDEND EQ$24.95M8.4%
XTRACK MSCI EAFE$17.65M5.9%
UNIT SER 1$15.62M5.2%
GROWTH ETF$14.70M4.9%
PORTFOLIO EMG MK$7.11M2.4%
Portfolio Concentration
Top 3$87.06M29.2%
4–10$84.94M28.5%
11–25$54.18M18.2%
Rest$72.19M24.2%
Top 3 weight
29.2%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 3.89M
Sole
Full voting authority
3.89M
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)
Sole128
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings128
Rows:
SPDR SERIES TRUST
SOLEShares484.11K
TypeSH
Market value$38.84M
13.02%
Sole
484.11K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares909.67K
TypeSH
Market value$24.95M
8.36%
Sole
909.67K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.11K
TypeSH
Market value$23.27M
7.80%
Sole
48.11K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares366.80K
TypeSH
Market value$17.65M
5.91%
Sole
366.80K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares25.43K
TypeSH
Market value$15.62M
5.23%
Sole
25.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares30.13K
TypeSH
Market value$14.70M
4.93%
Sole
30.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares48.54K
TypeSH
Market value$13.20M
4.42%
Sole
48.54K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares230.13K
TypeSH
Market value$10.78M
3.61%
Sole
230.13K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares151.97K
TypeSH
Market value$7.11M
2.38%
Sole
151.97K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares94.17K
TypeSH
Market value$5.88M
1.97%
Sole
94.17K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.90K
TypeSH
Market value$5.65M
1.89%
Sole
21.90K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares22.30K
TypeSH
Market value$4.90M
1.64%
Sole
22.30K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares32.66K
TypeSH
Market value$4.70M
1.58%
Sole
32.66K
Shared
0.00
None
0.00
TCW ETF TRUST
SOLEShares53.20K
TypeSH
Market value$4.27M
1.43%
Sole
53.20K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares93.87K
TypeSH
Market value$4.17M
1.40%
Sole
93.87K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.37K
TypeSH
Market value$3.89M
1.30%
Sole
12.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.79K
TypeSH
Market value$3.32M
1.11%
Sole
17.79K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares82.91K
TypeSH
Market value$3.28M
1.10%
Sole
82.91K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares70.82K
TypeSH
Market value$3.15M
1.06%
Sole
70.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares13.46K
TypeSH
Market value$3.11M
1.04%
Sole
13.46K
Shared
0.00
None
0.00
PARNASSUS INCOME FDS
SOLEShares115.10K
TypeSH
Market value$3.09M
1.04%
Sole
115.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.25K
TypeSH
Market value$2.77M
0.93%
Sole
8.25K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares63.09K
TypeSH
Market value$2.65M
0.89%
Sole
63.09K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.08K
TypeSH
Market value$2.63M
0.88%
Sole
9.08K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares50.38K
TypeSH
Market value$2.60M
0.87%
Sole
50.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 484.11K | SH | $38.84M 13.02% | 484.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 909.67K | SH | $24.95M 8.36% | 909.67K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.11K | SH | $23.27M 7.80% | 48.11K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 366.80K | SH | $17.65M 5.91% | 366.80K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 25.43K | SH | $15.62M 5.23% | 25.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 30.13K | SH | $14.70M 4.93% | 30.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 48.54K | SH | $13.20M 4.42% | 48.54K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 230.13K | SH | $10.78M 3.61% | 230.13K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 151.97K | SH | $7.11M 2.38% | 151.97K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 94.17K | SH | $5.88M 1.97% | 94.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 21.90K | SH | $5.65M 1.89% | 21.90K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.30K | SH | $4.90M 1.64% | 22.30K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 32.66K | SH | $4.70M 1.58% | 32.66K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 53.20K | SH | $4.27M 1.43% | 53.20K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 93.87K | SH | $4.17M 1.40% | 93.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 12.37K | SH | $3.89M 1.30% | 12.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.79K | SH | $3.32M 1.11% | 17.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 82.91K | SH | $3.28M 1.10% | 82.91K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 70.82K | SH | $3.15M 1.06% | 70.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.46K | SH | $3.11M 1.04% | 13.46K | 0.00 | 0.00 |
PARNASSUS INCOME FDSSOLE | CORE SELECT ETF | 115.10K | SH | $3.09M 1.04% | 115.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.25K | SH | $2.77M 0.93% | 8.25K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 63.09K | SH | $2.65M 0.89% | 63.09K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 9.08K | SH | $2.63M 0.88% | 9.08K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 50.38K | SH | $2.60M 0.87% | 50.38K | 0.00 | 0.00 |
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