Q3 2026 13F · SEC CIK 1642058

Financial Insights, Inc.

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $393.8M
Reported positions: 151
Top holdings a year, 3 yrs: +15.7%
Assets under management: $746.7M

Financial Insights, Inc. is a wealth manager that reported 151 positions worth $393.8M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Spdr Series Trust (SPLG, 12.7%), Schwab Strategic Tr (SCHD, 8.0%), Invesco Qqq Tr (QQQ, 5.9%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 15.8% for the S&P 500.

Financial Insights, Inc. holdings largest 50 of 151 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Financial Insights, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.7%	12.6%	555,766	+2.4%	$49.9M
SCHDSchwab Strategic Tr	8.0%	8.1%	974,048	+0.9%	$31.7M
QQQInvesco Qqq Tr	5.9%	5.8%	31,218	+4.8%	$23.1M
DBEFDbx ETF Tr	5.8%	5.8%	412,312	+2.4%	$22.7M
MSFTMicrosoft Corp	5.4%	4.5%	41,718	-9.5%	$21.4M
AVLCAmerican Centy ETF Tr	5.4%	4.9%	233,652	+13.2%	$21.1M
AAPLApple Inc	4.3%	3.8%	50,342	+2.1%	$16.8M
SPSMSpdr Series Trust	3.9%	4.2%	292,432	+5.0%	$15.5M
VUGVanguard Index Fds	3.2%	3.4%	141,748	-5.3%	$12.8M
CASHPathward Financial Inc	2.7%	2.9%	0	—	$10.7M
SPEMSpdr Index Shs Fds	2.2%	2.2%	165,533	+2.5%	$8.6M
VEAVanguard Ftse Developed Markets Index Fu	1.7%	1.7%	94,187	+1.5%	$6.7M
XLKSelect Sector Spdr Tr	1.6%	1.6%	31,956	-1.0%	$6.3M
VBVanguard Index Fds	1.4%	1.6%	19,464	-3.5%	$5.5M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.6%	10,985	-9.6%	$5.5M
VIGVanguard Specialized Funds	1.3%	1.3%	21,433	-0.5%	$5.0M
SPDWSpdr Index Shs Fds	1.2%	1.2%	93,488	-0.2%	$4.7M
VOTETcw ETF Trust	1.1%	1.1%	48,498	+3.6%	$4.4M
VVVanguard Index Fds	1.1%	1.1%	12,085	-3.0%	$4.3M
AMZNAmazon Com Inc	1.0%	1.0%	16,526	-0.1%	$4.1M
NVDANvidia Corporation	1.0%	0.9%	16,662	-0.1%	$3.8M
VTIVanguard Index Fds	0.9%	0.9%	9,830	+8.8%	$3.7M
DIVOAmplify ETF Tr	0.9%	0.9%	76,820	+1.7%	$3.6M
RAFEPimco Equity Ser	0.8%	0.8%	65,966	+7.2%	$3.2M
CVIEMorgan Stanley ETF Trust	0.8%	0.7%	36,998	+15.7%	$3.1M
INEQColumbia ETF Tr I	0.7%	0.6%	68,241	+19.5%	$2.7M
PRCSParnassus Funds II	0.7%	0.6%	92,643	+12.5%	$2.7M
PWRDTcw ETF Trust	0.7%	0.7%	25,190	+13.4%	$2.6M
COSTCostco Wholesale Corporation	0.7%	0.6%	2,904	+10.3%	$2.6M
MUBIshares Tr	0.7%	0.5%	25,529	+40.0%	$2.6M
DONWisdomtree Tr	0.6%	0.7%	47,266	-2.2%	$2.5M
DGROIshares Tr	0.6%	0.7%	32,226	-1.3%	$2.4M
VYMVanguard Whitehall Fds	0.6%	0.6%	15,089	+7.3%	$2.3M
IDVOAmplify ETF Tr	0.6%	0.6%	56,159	+3.5%	$2.3M
NULGNuveen Esg	0.6%	0.6%	19,762	+1.3%	$2.2M
VOVanguard Index Fds	0.6%	0.7%	27,898	-10.5%	$2.2M
VEUVanguard Intl Equity Index F	0.5%	0.5%	24,238	+0.0%	$2.0M
VWOVanguard Intl Equity Index F	0.5%	0.5%	31,275	-0.9%	$1.9M
DSIIshares Tr	0.5%	0.5%	12,244	-10.8%	$1.8M
CSPFCohen & Steers ETF Trust	0.4%	0.3%	67,110	+43.1%	$1.7M
QUALIshares Tr	0.4%	0.4%	6,987	+2.9%	$1.6M
IVVIshares Tr	0.4%	0.4%	1,956	+0.0%	$1.5M
GOOGLAlphabet Inc	0.4%	0.4%	4,168	+4.4%	$1.4M
XOMExxonmobil Holdings Corp	0.3%	—	8,047	—	$1.3M
AMDAdvanced Micro Devices Inc	0.3%	0.3%	2,106	+0.0%	$1.3M
PFFIshares Tr	0.3%	0.4%	43,616	-7.4%	$1.3M
AVGOBroadcom Inc	0.3%	0.4%	3,637	+1.4%	$1.3M
LGLVSpdr Series Trust	0.3%	0.3%	6,836	-1.0%	$1.2M
VOOVanguard Index Fds	0.3%	—	1,697	—	$1.2M
XLISelect Sector Spdr Tr	0.3%	0.3%	6,948	-2.8%	$1.2M

What Financial Insights, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.8% /yr; S&P 500 +14.9%
3 years: +15.7% /yr; S&P 500 +15.8%
5 years: +8.3% /yr; S&P 500 +8.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$393.8M	151
Q2 2026	$379.9M	147
Q1 2026	$308.6M	130
Q4 2025	$298.4M	128
Q3 2025	$302.0M	143
Q2 2025	$273.8M	127
Q1 2025	$251.2M	111
Q4 2024	$269.4M	110
Q3 2024	$316.7M	145
Q2 2024	$359.9M	155
Q1 2024	$358.5M	159
Q4 2023	$319.7M	154

Questions about Financial Insights, Inc.'s portfolio

What stocks does Financial Insights, Inc. own?

Financial Insights, Inc.'s latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 151 positions worth $393.8M. The largest are Spdr Series Trust (SPLG) at 12.7%, Schwab Strategic Tr (SCHD) at 8.0%, Invesco Qqq Tr (QQQ) at 5.9%, Dbx ETF Tr (DBEF) at 5.8% and Microsoft Corp (MSFT) at 5.4%.

What did Financial Insights, Inc. buy last quarter?

In Q3 2026, Financial Insights, Inc. added Cohen & Steers ETF Trust (CSPF) (+43.1% shares), Ishares Tr (MUB) (+40.0% shares) and Columbia ETF Tr I (INEQ) (+19.5% shares), compared with its Q2 2026 filing.

What did Financial Insights, Inc. sell last quarter?

In Q3 2026, Financial Insights, Inc. cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Dimensional ETF Trust (DFAS), Ishares Tr (DSI) (-10.8% shares), Vanguard Index Fds (VO) (-10.5% shares) and Berkshire Hathaway Inc Del (BRK-B) (-9.6% shares), compared with its Q2 2026 filing.

How has Financial Insights, Inc.'s portfolio performed?

A portfolio copying Financial Insights, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +15.8% for the S&P 500. Over 1 year: +16.8% against +14.9%. Over 5 years: +8.3% a year against +8.3%.

When is Financial Insights, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Financial Insights, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Financial Insights, Inc. manage?

Financial Insights, Inc. reported $746.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $393.8M.