Financial Insights, Inc. Top Holdings and 13F Report (2026) About Financial Insights, Inc.Investment ActivityFinancial Insights, Inc. has $308.60 million in total holdings as of March 31, 2026.Financial Insights, Inc. owns shares of 130 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 7.76% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Financial Insights, Inc. has purchased 128 new stocks and bought additional shares in 54 stocks.Financial Insights, Inc. sold shares of 45 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $40,981,904Schwab US Dividend Equity ETF $28,871,429Xtrackers MSCI EAFE Hedged Equity ETF $19,597,049Microsoft $16,889,535Invesco QQQ $16,097,249 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $7,423,287 Holding02079K305 - Alphabet $932,270 Holding704223387 - IMPAX FUNDS SERIES TRUST I $763,774 Holding78463V107 - SPDR Gold Shares $477,622 Holding92343V104 - Verizon Communications $313,120 Holding Largest Purchases this Quarter Berkshire Hathaway 15,491 shares (about $7.42M)SPDR Portfolio S&P 500 ETF 51,318 shares (about $3.93M)Xtrackers MSCI EAFE Hedged Equity ETF 29,902 shares (about $1.48M)Invesco QQQ 2,464 shares (about $1.42M)SPDR Portfolio S&P 600 Small Cap ETF 21,058 shares (about $1.02M) Largest Sales this Quarter Vanguard Growth ETF 2,469 shares (about $1.08M)Microsoft 2,485 shares (about $919.88K)iShares Core S&P 500 ETF 418 shares (about $273.04K)NVIDIA 1,324 shares (about $230.91K)Vanguard Small-Cap ETF 786 shares (about $205.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Insights, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$40,981,904$3,927,881 â–²10.6%535,43113.3%ETFSCHDSchwab US Dividend Equity ETF$28,871,429$962,647 â–²3.4%941,0509.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$19,597,049$1,477,160 â–²8.2%396,7016.4%ETFMSFTMicrosoft$16,889,535$919,881 â–¼-5.2%45,6265.5%Computer and TechnologyQQQInvesco QQQ$16,097,249$1,422,196 â–²9.7%27,8895.2%FinanceAAPLApple$12,515,216$195,166 â–²1.6%49,3134.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$12,137,319$1,017,524 â–²9.2%251,1863.9%ETFVUGVanguard Growth ETF$12,079,709$1,078,421 â–¼-8.2%27,6563.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$7,574,491$445,644 â–²6.3%161,4692.5%ETFBRK.BBerkshire Hathaway$7,423,287$7,423,287 â–²New Holding15,4912.4%FinanceVEAVanguard FTSE Developed Markets ETF$5,943,880$90,802 â–¼-1.5%92,7571.9%ETFVBVanguard Small-Cap ETF$5,529,075$205,867 â–¼-3.6%21,1101.8%ETFVIGVanguard Dividend Appreciation ETF$4,808,175$11,398 â–²0.2%22,3571.6%ETFXLKTechnology Select Sector SPDR Fund$4,369,088$28,574 â–²0.7%32,8751.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,282,520$2,739 â–¼-0.1%93,8121.4%ETFVOTETCW Transform 500 ETF$3,861,547$197,999 â–¼-4.9%50,6101.3%ETFVVVanguard Large-Cap ETF$3,671,073$24,207 â–¼-0.7%12,2841.2%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$3,360,162$183,885 â–²5.8%74,9201.1%ETFPARNASSUS INCOME FDS$3,305,374$427,965 â–²14.9%132,2181.1%CORE SELECT ETFAMZNAmazon.com$3,255,260$451,529 â–²16.1%15,6301.1%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$3,038,673$183,304 â–¼-5.7%78,1951.0%ETFNVDANVIDIA$2,871,025$230,910 â–¼-7.4%16,4620.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,845,639$198,264 â–²7.5%8,8700.9%ETFRAFEPimco Rafi Esg U.S. Etf$2,626,295$832 â–²0.0%63,1120.9%ETFDONWisdomTree U.S. MidCap Dividend Fund$2,603,413$43,503 â–¼-1.6%49,5510.8%FinanceCOSTCostco Wholesale$2,593,707$45,836 â–²1.8%2,6030.8%Retail/WholesaleVOVanguard Mid-Cap ETF$2,453,018$153,637 â–¼-5.9%8,5420.8%ETFCVIECalvert International Responsible Index ETF$2,342,295$15,774 â–²0.7%32,2230.8%ETFMUBiShares National Muni Bond ETF$2,334,345$204,763 â–¼-8.1%21,9910.8%ETFDGROiShares Core Dividend Growth ETF$2,316,630$31,791 â–¼-1.4%33,0100.8%ETFTCW ETF TRUST$2,233,758$86,523 â–²4.0%22,8480.7%TRANSFORM SYSTEMCOLUMBIA ETF TR I$2,190,265$3,592 â–¼-0.2%56,1010.7%INTERNATIONAL EQVYMVanguard High Dividend Yield ETF$2,083,471$29,620 â–²1.4%14,0680.7%Financial ServicesIDVOAmplify CWP International Enhanced Dividend Income ETF$2,050,170$438,452 â–²27.2%50,6590.7%ETFNULGNuveen ESG Large-Cap Growth ETF$1,837,176$5,275 â–²0.3%20,2020.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,820,2740.0%24,2380.6%ETFDSIiShares ESG MSCI KLD 400 ETF$1,714,960$93,316 â–¼-5.2%14,1510.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,711,816$12,431 â–¼-0.7%31,6710.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,388,117$12,659 â–¼-0.9%7,2370.4%ETFPFFiShares Preferred and Income Securities ETF$1,357,305$133,408 â–²10.9%44,7660.4%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,237,973$15,851 â–¼-1.3%6,9510.4%ETFCOHEN & STEERS ETF TRUST$1,229,895$146,043 â–²13.5%47,9770.4%PREFERRED AND INIVViShares Core S&P 500 ETF$1,224,769$273,042 â–¼-18.2%1,8750.4%ETFXOMExxonMobil$1,213,979$22,057 â–¼-1.8%7,1550.4%EnergyAVGOBroadcom$1,191,614$55,402 â–²4.9%3,8500.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,156,046$28,303 â–²2.5%7,1480.4%ETFDFASDimensional U.S. Small Cap ETF$1,136,604$3,059 â–¼-0.3%15,9790.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,008,142$65,067 â–²6.9%17,8180.3%ETFPSKSPDR ICE Preferred Securities ETF$989,810$138,040 â–²16.2%32,0950.3%ETFIJHiShares Core S&P Mid-Cap ETF$984,115$37,142 â–¼-3.6%14,5730.3%ETFSBUXStarbucks$969,991$46,318 â–¼-4.6%10,8270.3%Retail/WholesaleVOOVanguard S&P 500 ETF$963,251$96,206 â–²11.1%1,6120.3%ETFGOOGLAlphabet$932,270$932,270 â–²New Holding3,2420.3%Computer and TechnologyVGTVanguard Information Technology ETF$846,334$1,395 â–²0.2%1,2130.3%ETFJNJJohnson & Johnson$818,378$20,533 â–²2.6%3,3480.3%MedicalPYLDPIMCO Multi Sector Bond Active ETF$801,903$25,073 â–²3.2%30,6070.3%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$773,385$4,552 â–¼-0.6%16,9900.3%ETFIMPAX FUNDS SERIES TRUST I$763,774$763,774 â–²New Holding29,7820.2%GLOBAL INFRASTRUJPMJPMorgan Chase & Co.$731,576$3,530 â–¼-0.5%2,4870.2%FinanceVVisa$722,3540.0%2,3900.2%Business ServicesLLYEli Lilly and Company$720,180$86,458 â–²13.6%7830.2%MedicalMCDMcDonald's$712,330$31,390 â–²4.6%2,2920.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$703,134$7,249 â–¼-1.0%1,6490.2%ETFWFCWells Fargo & Company$696,986$17,753 â–¼-2.5%8,7550.2%FinanceIJRiShares Core S&P Small-Cap ETF$695,390$124,310 â–²21.8%5,5940.2%ETFWALMART INC$692,985$1,119 â–¼-0.2%5,5760.2%COMVYMIVanguard International High Dividend Yield ETF$660,434$9,424 â–²1.4%7,0080.2%ETFIWDiShares Russell 1000 Value ETF$657,676$45,512 â–¼-6.5%3,0780.2%ETFSFBCSound Financial Bancorp$651,1480.0%14,8970.2%FinanceCVXChevron$645,942$356,903 â–²123.5%3,1220.2%EnergyGE VERNOVA INC$618,886$20,950 â–¼-3.3%7090.2%COMSPHDInvesco S&P 500 High Dividend Low Volatility ETF$612,684$34,727 â–²6.0%12,3500.2%ETFGOOGAlphabet$590,7840.0%2,0590.2%Computer and TechnologyPGIM ETF TR$572,575$246,433 â–²75.6%10,3440.2%JENNISON INT OPPNFLXNetflix$545,171$67,305 â–¼-11.0%5,6700.2%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$502,487$20,243 â–¼-3.9%3,9220.2%ETFAMATApplied Materials$497,304$16,406 â–²3.4%1,4550.2%Computer and TechnologyVANGUARD MALVERN FDS$492,845$87,520 â–²21.6%6,3520.2%CORE-PLUS BD ETFVTVVanguard Value ETF$491,481$18,639 â–¼-3.7%2,5050.2%ETFMETAMeta Platforms$489,743$13,159 â–¼-2.6%8560.2%Computer and TechnologyCSCOCisco Systems$482,576$7,138 â–²1.5%6,2200.2%Computer and TechnologyGLDSPDR Gold Shares$477,622$477,622 â–²New Holding1,1100.2%FinanceDFUSDimensional U.S. Equity ETF$470,2040.0%6,6310.2%ETFJ P MORGAN EXCHANGE TRADED F$463,867$31,144 â–¼-6.3%9,3090.2%HIGH YIELD MUNISGOLabrdn Physical Gold Shares ETF$460,3890.0%10,3180.1%ETFAMDAdvanced Micro Devices$452,632$35,397 â–¼-7.3%2,2250.1%Computer and TechnologyKOCocaCola$443,543$12,853 â–¼-2.8%5,8320.1%Consumer StaplesABBVAbbVie$443,322$13,487 â–²3.1%2,0380.1%MedicalVBKVanguard Small-Cap Growth ETF$438,0030.0%1,4490.1%ETFTSLATesla$415,988$35,688 â–²9.4%1,1190.1%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$403,867$10,004 â–²2.5%4,1580.1%FinanceIVWiShares S&P 500 Growth ETF$398,830$112,093 â–¼-21.9%3,5260.1%ETFVHTVanguard Health Care ETF$385,894$9,532 â–²2.5%1,4170.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$380,1190.0%7,1680.1%ETFCATCaterpillar$374,743$708 â–²0.2%5290.1%IndustrialsPGProcter & Gamble$368,161$1,589 â–²0.4%2,5490.1%Consumer StaplesESGDiShares ESG Aware MSCI EAFE ETF$358,862$765 â–¼-0.2%3,7530.1%ManufacturingHDViShares Core High Dividend ETF$342,9640.0%2,5270.1%ETFLDURPIMCO Low Duration Exchange-Traded Fund$333,238$115,838 â–²53.3%3,4780.1%ETFVZVerizon Communications$313,120$313,120 â–²New Holding6,2370.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
