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CIK: 0001642058
Total reported value
$379.9M
$379.9M
127 檔
28.9%
As reported in its official Q2 2025 Form 13F filing, Financial Insights, Inc.'s tracked investment portfolio stood at $379.9M with 127 total positions.
During Q2 2025, Financial Insights, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.74% | -0.73% | +12.61% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.80% | -1.30% | -1.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.78% | -0.94% | -2.38% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.55% | -0.56% | +6.61% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.29% | -0.52% | -9.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.82% | +0.55% | +10.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.66% | -0.31% | -25.05% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.29% | +0.30% | +4.74% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.18% | -0.81% | -1.13% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.41% | -0.25% | +0.74% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.92% | -0.18% | +7.41% | |
| 12 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.91% | -0.16% | -32.24% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | -0.19% | -3.71% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.68% | -0.22% | -1.08% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.54% | +0.20% | -1.18% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.42% | -0.13% | -32.74% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.40% | -0.15% | -2.11% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.32% | -0.06% | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.24% | -0.20% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.09% | -0.13% | -11.48% | |
| 21 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.01% | -0.12% | -6.43% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.01% | -3.57% | |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.94% | -0.18% | +10.37% | |
| 24 | PRCS | Parnassus Core Select ETF | ETF-Other | 0.90% | -0.45% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.19% | -2.32% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.05% | -9.46% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | -0.10% | -1.27% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.74% | -0.05% | -18.41% | |
| 29 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.69% | -0.07% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.09% | -1.06% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.04% | -34.63% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | -0.06% | — | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.58% | -0.06% | +3.91% | |
| 34 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.55% | — | — | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | -0.06% | -1.40% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.05% | -0.91% | |
| 37 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.46% | -0.07% | -2.97% | |
| 38 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.45% | -0.04% | — | |
| 39 | ✓ | J P Morgan Exchange Traded F | Stock-Other | 0.39% | — | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | -0.03% | -23.25% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.37% | -0.02% | +0.74% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | -0.04% | -4.84% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | -0.03% | +5.49% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.03% | +2.84% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.31% | -0.01% | +2.19% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | -0.03% | +12.40% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.03% | +13.02% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | -0.04% | -0.20% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | -0.07% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | +11.14% |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 127 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SCHD, MSFT) accounted for 28.9% of total reported equity market value during Q2 2025.
During Q2 2025, Financial Insights, Inc.'s top holdings by market value included SPYM (11.7%)、SCHD (8.8%)、MSFT (8.8%). The largest single position, SPYM, represented 11.7% of total portfolio value.
In Q2 2025, Financial Insights, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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