Filed: 10/27/2026ACC: 0001642058-26-000006
📋 What this filing means
FINANCIAL INSIGHTS, INC. filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $393.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$393.84M
Total AUM (reported)
4.64M
Total Shares
Allocation by class
COM$79.43M20.2%
ST STR P500ETF$49.89M12.7%
US DIVIDEND EQ$31.69M8.0%
UNIT SER 1$23.09M5.9%
XTRACK MSCI EAFE$22.66M5.8%
AVANTIS US LARG$21.09M5.4%
ST STR SP600 SML$15.46M3.9%
Portfolio Concentration
Top 3$104.67M26.6%
4–10$120.82M30.7%
11–25$72.29M18.4%
Rest$96.06M24.4%
Top 3 weight
26.6%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 4.64M
Sole
Full voting authority
4.64M
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)
Sole151
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings151
Rows:
SPDR SERIES TRUST
SOLEShares555.77K
TypeSH
Market value$49.89M
12.67%
Sole
555.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares974.05K
TypeSH
Market value$31.69M
8.05%
Sole
974.05K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares31.22K
TypeSH
Market value$23.09M
5.86%
Sole
31.22K
Shared
0.00
None
0.00
DBX ETF TR
SOLEShares412.31K
TypeSH
Market value$22.66M
5.75%
Sole
412.31K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares41.72K
TypeSH
Market value$21.40M
5.43%
Sole
41.72K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares233.65K
TypeSH
Market value$21.09M
5.36%
Sole
233.65K
Shared
0.00
None
0.00
APPLE INC
SOLEShares50.34K
TypeSH
Market value$16.76M
4.26%
Sole
50.34K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares292.43K
TypeSH
Market value$15.46M
3.92%
Sole
292.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares141.75K
TypeSH
Market value$12.77M
3.24%
Sole
141.75K
Shared
0.00
None
0.00
PATHWARD FINANCIAL INC
SOLEShares0.00
TypeSH
Market value$10.68M
2.71%
Sole
0.00
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares165.53K
TypeSH
Market value$8.57M
2.18%
Sole
165.53K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares94.19K
TypeSH
Market value$6.65M
1.69%
Sole
94.19K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares31.96K
TypeSH
Market value$6.26M
1.59%
Sole
31.96K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares19.46K
TypeSH
Market value$5.54M
1.41%
Sole
19.46K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.98K
TypeSH
Market value$5.47M
1.39%
Sole
10.98K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares21.43K
TypeSH
Market value$5.00M
1.27%
Sole
21.43K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares93.49K
TypeSH
Market value$4.69M
1.19%
Sole
93.49K
Shared
0.00
None
0.00
TCW ETF TRUST
SOLEShares48.50K
TypeSH
Market value$4.37M
1.11%
Sole
48.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.09K
TypeSH
Market value$4.25M
1.08%
Sole
12.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.53K
TypeSH
Market value$4.12M
1.05%
Sole
16.53K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.66K
TypeSH
Market value$3.81M
0.97%
Sole
16.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.83K
TypeSH
Market value$3.68M
0.93%
Sole
9.83K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares76.82K
TypeSH
Market value$3.57M
0.91%
Sole
76.82K
Shared
0.00
None
0.00
PIMCO EQUITY SER
SOLEShares65.97K
TypeSH
Market value$3.25M
0.82%
Sole
65.97K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares37K
TypeSH
Market value$3.08M
0.78%
Sole
37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 555.77K | SH | $49.89M 12.67% | 555.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 974.05K | SH | $31.69M 8.05% | 974.05K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 31.22K | SH | $23.09M 5.86% | 31.22K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 412.31K | SH | $22.66M 5.75% | 412.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 41.72K | SH | $21.40M 5.43% | 41.72K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 233.65K | SH | $21.09M 5.36% | 233.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 50.34K | SH | $16.76M 4.26% | 50.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 292.43K | SH | $15.46M 3.92% | 292.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 141.75K | SH | $12.77M 3.24% | 141.75K | 0.00 | 0.00 |
PATHWARD FINANCIAL INCSOLE | COM | 0.00 | SH | $10.68M 2.71% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 165.53K | SH | $8.57M 2.18% | 165.53K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 94.19K | SH | $6.65M 1.69% | 94.19K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 31.96K | SH | $6.26M 1.59% | 31.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CAP | 19.46K | SH | $5.54M 1.41% | 19.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.98K | SH | $5.47M 1.39% | 10.98K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.43K | SH | $5.00M 1.27% | 21.43K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 93.49K | SH | $4.69M 1.19% | 93.49K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 48.50K | SH | $4.37M 1.11% | 48.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 12.09K | SH | $4.25M 1.08% | 12.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.53K | SH | $4.12M 1.05% | 16.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.66K | SH | $3.81M 0.97% | 16.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 9.83K | SH | $3.68M 0.93% | 9.83K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 76.82K | SH | $3.57M 0.91% | 76.82K | 0.00 | 0.00 |
PIMCO EQUITY SERSOLE | RAFI ESG US | 65.97K | SH | $3.25M 0.82% | 65.97K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVE INDEX ETF | 37K | SH | $3.08M 0.78% | 37K | 0.00 | 0.00 |
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