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CIK: 0001642058
Total reported value
$379.9M
$379.9M
143 檔
31.3%
At the close of Q3 2025, Financial Insights, Inc. disclosed equity holdings valued at approximately $379.9M, spread across 143 reported holdings.
In Q3 2025, Financial Insights, Inc. displayed an active expansion posture, initiating 38 new positions and adding to 50 existing holdings, outstripping position reductions.
| # | 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 | 12.10% | -0.73% | +5.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.37% | -0.94% | +0.94% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.17% | -1.30% | -0.60% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.62% | -0.56% | +5.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.08% | -0.52% | -3.13% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.94% | +0.55% | +3.84% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.07% | -0.31% | -1.08% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.42% | +0.30% | +5.32% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | -0.81% | -5.84% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.36% | -0.25% | -1.50% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.86% | -0.18% | -0.76% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.84% | -0.19% | +8.65% | |
| 13 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.67% | -0.16% | -10.32% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.60% | -0.22% | -0.53% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.20% | — | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.33% | -0.15% | -0.43% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.27% | -0.06% | -1.17% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.14% | -0.13% | -17.45% | |
| 19 | PRCS | Parnassus Core Select ETF | ETF-Other | 1.00% | -0.45% | +20.10% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.99% | -0.18% | +10.28% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | -0.01% | +6.80% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.05% | +1.90% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | -0.13% | -11.39% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.88% | -0.12% | -8.13% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | -0.24% | -23.65% | |
| 26 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.84% | -0.07% | +26.92% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.04% | +33.98% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.77% | -0.10% | +0.02% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.19% | +1.80% | |
| 30 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.68% | — | +27.61% | |
| 31 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.65% | -0.04% | +53.35% | |
| 32 | INEQ | Columbia Intl Eqty Inc ETF | ETF-Other | 0.65% | -0.13% | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.09% | +3.67% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.64% | -0.05% | -12.34% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | -0.06% | — | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.57% | -0.06% | +6.33% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.05% | +15.81% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.03% | +15.79% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.06% | -3.33% | |
| 40 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.42% | -0.07% | -0.28% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.36% | -0.04% | +2.04% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.36% | -0.02% | +2.36% | |
| 43 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.34% | — | +28.38% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.03% | +12.24% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.03% | +8.56% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.31% | -0.03% | +6.75% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.08% | +13.71% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | +8.82% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | -0.04% | +5.30% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | -0.03% | -6.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.8% | +5.49% | Add |
| 2 | MSFT | Microsoft CORP | +1% | +0.94% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +3.84% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +1.90% | Trim |
| 5 | XLK | Ss Technology Select Sector | +0.2% | — | Trim |
| 6 | AVGO | Broadcom Inc | +0.2% | +15.79% | Trim |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +5.32% | Add |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +10.28% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.71% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +12.24% | Add |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +15.81% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +41.65% | Add |
| 13 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +71.47% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +1.18% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +26.06% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +29.93% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.65% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.82% | Add |
| 19 | VGT | Vanguard Info Tech ETF | +0.1% | -6.98% | Add |
| 20 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +46.19% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +1.88% | Add |
| 22 | VB | Vanguard Small-cap ETF | 0% | -0.76% | Add |
| 23 | NFLX | Netflix Inc | 0% | +7.73% | Add |
| 24 | WFC | Wells Fargo & Co | 0% | +17.12% | Add |
| 25 | SGOL | Abrdn Physical Gold Shares | 0% | +26.86% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | +2.52% | Trim |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | +5.22% | Add |
| 28 | XLI | Ss Industrial Select Sector | 0% | +2.36% | Add |
| 29 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 30 | TT | Trane Technologies plc | 0% | -1.96% | Trim |
| 31 | TJX | Tjx Companies Inc | 0% | +0.42% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +16.41% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +9.71% | Add |
| 34 | HD | Home Depot Inc | — | +19.47% | Add |
| 35 | CSCO | Cisco Systems Inc | — | +9.05% | Add |
| 36 | UNH | Unitedhealth Group Inc | — | — | Add |
| 37 | NXPI | NXP Semiconductors N.V. | — | +6.04% | Add |
| 38 | CVX | Chevron CORP | — | — | Add |
| 39 | SUSA | Ishares Esg Optimized Msci U | — | — | Unchanged |
| 40 | NUDM | Nuveen Esg Intl Devel Mrk Eq | — | — | Unchanged |
| 41 | STE | STERIS plc | — | +0.53% | Add |
| 42 | EZM | Wisdomtree US Midcap Fund | — | — | Unchanged |
| 43 | PGX | Invesco Preferred ETF | — | — | Add |
| 44 | AMZN | Amazon.com Inc | 0% | +6.80% | Add |
| 45 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 46 | XOM | Exxon Mobil CORP | 0% | +21.63% | Add |
| 47 | WMT | Walmart Inc | 0% | -0.99% | Add |
| 48 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Trim |
| 49 | LLY | Eli Lilly & Co | 0% | +27.16% | Add |
| 50 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 143 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, MSFT, SCHD) accounted for 31.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
PRCS
市值: $3.0M
Top Position Liquidated / Trimmed
XLV
前期市值: $778.0K
During Q3 2025, Financial Insights, Inc.'s top holdings by market value included SPYM (12.1%)、MSFT (8.4%)、SCHD (8.2%). The largest single position, SPYM, represented 12.1% of total portfolio value.
In Q3 2025, Financial Insights, Inc. made 138 total portfolio adjustments, initiating 38 new buys, adding to 50 positions, trimming 44 holdings, and fully liquidating 6 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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