Filed: 5/19/2026ACC: 0001642058-26-000004
📋 What this filing means
FINANCIAL INSIGHTS, INC. filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $308.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$308.60M
Total AUM (reported)
4.13M
Total Shares
Allocation by class
STATE STREET SPD$69.62M22.6%
COM$54.68M17.7%
US DIVIDEND EQ$28.87M9.4%
XTRACK MSCI EAFE$19.60M6.4%
UNIT SER 1$16.10M5.2%
GROWTH ETF$12.08M3.9%
CL B NEW$7.42M2.4%
Portfolio Concentration
Top 3$89.45M29.0%
4–10$84.72M27.5%
11–25$56.37M18.3%
Rest$78.06M25.3%
Top 3 weight
29.0%
Top 10 weight
56.4%
Voting Authority Distribution
Total shares with voting rights: 4.13M
Sole
Full voting authority
4.13M
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)
Sole130
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings130
Rows:
SPDR SERIES TRUST
SOLEShares535.43K
TypeSH
Market value$40.98M
13.28%
Sole
535.43K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares941.05K
TypeSH
Market value$28.87M
9.36%
Sole
941.05K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares396.70K
TypeSH
Market value$19.60M
6.35%
Sole
396.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.63K
TypeSH
Market value$16.89M
5.47%
Sole
45.63K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares27.89K
TypeSH
Market value$16.10M
5.22%
Sole
27.89K
Shared
0.00
None
0.00
APPLE INC
SOLEShares49.31K
TypeSH
Market value$12.52M
4.06%
Sole
49.31K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares251.19K
TypeSH
Market value$12.14M
3.93%
Sole
251.19K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares27.66K
TypeSH
Market value$12.08M
3.91%
Sole
27.66K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares161.47K
TypeSH
Market value$7.57M
2.45%
Sole
161.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.49K
TypeSH
Market value$7.42M
2.41%
Sole
15.49K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares92.76K
TypeSH
Market value$5.94M
1.93%
Sole
92.76K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.11K
TypeSH
Market value$5.53M
1.79%
Sole
21.11K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares22.36K
TypeSH
Market value$4.81M
1.56%
Sole
22.36K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares32.88K
TypeSH
Market value$4.37M
1.42%
Sole
32.88K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares93.81K
TypeSH
Market value$4.28M
1.39%
Sole
93.81K
Shared
0.00
None
0.00
TCW ETF TRUST
SOLEShares50.61K
TypeSH
Market value$3.86M
1.25%
Sole
50.61K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.28K
TypeSH
Market value$3.67M
1.19%
Sole
12.28K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares74.92K
TypeSH
Market value$3.36M
1.09%
Sole
74.92K
Shared
0.00
None
0.00
PARNASSUS INCOME FDS
SOLEShares132.22K
TypeSH
Market value$3.31M
1.07%
Sole
132.22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.63K
TypeSH
Market value$3.26M
1.05%
Sole
15.63K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares78.19K
TypeSH
Market value$3.04M
0.98%
Sole
78.19K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.46K
TypeSH
Market value$2.87M
0.93%
Sole
16.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.87K
TypeSH
Market value$2.85M
0.92%
Sole
8.87K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares63.11K
TypeSH
Market value$2.63M
0.85%
Sole
63.11K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares49.55K
TypeSH
Market value$2.60M
0.84%
Sole
49.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 535.43K | SH | $40.98M 13.28% | 535.43K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 941.05K | SH | $28.87M 9.36% | 941.05K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 396.70K | SH | $19.60M 6.35% | 396.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.63K | SH | $16.89M 5.47% | 45.63K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 27.89K | SH | $16.10M 5.22% | 27.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 49.31K | SH | $12.52M 4.06% | 49.31K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 251.19K | SH | $12.14M 3.93% | 251.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 27.66K | SH | $12.08M 3.91% | 27.66K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 161.47K | SH | $7.57M 2.45% | 161.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.49K | SH | $7.42M 2.41% | 15.49K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 92.76K | SH | $5.94M 1.93% | 92.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 21.11K | SH | $5.53M 1.79% | 21.11K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.36K | SH | $4.81M 1.56% | 22.36K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 32.88K | SH | $4.37M 1.42% | 32.88K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 93.81K | SH | $4.28M 1.39% | 93.81K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 50.61K | SH | $3.86M 1.25% | 50.61K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 12.28K | SH | $3.67M 1.19% | 12.28K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 74.92K | SH | $3.36M 1.09% | 74.92K | 0.00 | 0.00 |
PARNASSUS INCOME FDSSOLE | CORE SELECT ETF | 132.22K | SH | $3.31M 1.07% | 132.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.63K | SH | $3.26M 1.05% | 15.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 78.19K | SH | $3.04M 0.98% | 78.19K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.46K | SH | $2.87M 0.93% | 16.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.87K | SH | $2.85M 0.92% | 8.87K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 63.11K | SH | $2.63M 0.85% | 63.11K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 49.55K | SH | $2.60M 0.84% | 49.55K | 0.00 | 0.00 |
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