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CIK: 0001642058
Total reported value
$379.9M
$379.9M
128 檔
31.7%
In Q4 2025, Financial Insights, Inc.'s U.S. equity holdings reached a combined market value of $379.9M, distributed across 128 disclosed stock positions.
In Q4 2025, Financial Insights, Inc. adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 18 holdings to manage risk exposure.
| # | 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 | 13.02% | -0.73% | +3.80% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.36% | -1.30% | +0.68% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.94% | -1.39% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.91% | -0.56% | +0.39% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.23% | +0.55% | +2.26% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.93% | -0.52% | -5.77% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.42% | -0.31% | +0.55% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.61% | +0.30% | +3.28% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.38% | -0.25% | -0.11% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.97% | -0.19% | +1.68% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.89% | -0.18% | -0.70% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.64% | -0.22% | -0.09% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.58% | +0.20% | +95.80% | |
| 14 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.43% | -0.16% | -17.42% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.40% | -0.15% | -0.27% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.30% | -0.06% | -0.91% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.05% | +15.85% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.10% | -0.13% | -7.10% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.06% | -0.18% | +6.07% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.01% | +1.65% | |
| 21 | PRCS | Parnassus Core Select ETF | ETF-Other | 1.04% | -0.45% | -0.63% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.04% | +10.32% | |
| 23 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.89% | -0.07% | +0.77% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | -0.13% | -4.10% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.87% | -0.12% | -0.82% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | -0.24% | -0.78% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.78% | -0.10% | -2.02% | |
| 28 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.76% | -0.04% | +10.46% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.19% | +2.73% | |
| 30 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.71% | — | +111.75% | |
| 31 | INEQ | Columbia Intl Eqty Inc ETF | ETF-Other | 0.70% | -0.13% | +6.94% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.09% | +0.38% | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.66% | — | -1.82% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.64% | -0.05% | -2.41% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | -0.06% | -0.80% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.05% | +2.51% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | +407.30% | |
| 38 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 0.51% | -0.06% | +272.20% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.06% | -1.02% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.03% | -18.60% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-Other | 0.42% | -0.06% | -26.09% | |
| 42 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.41% | -0.07% | -2.21% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | -0.04% | +0.01% | |
| 44 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 0.37% | -0.08% | +53.72% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.36% | -0.02% | -0.57% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.03% | +51.64% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | -0.03% | +2.45% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.32% | -0.04% | +4.65% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | -0.03% | +3.33% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | +0.48% |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 128 disclosed positions in Q4 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, SCHD, MSFT) accounted for 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VPLS
市值: $408.1K
Top Position Liquidated / Trimmed
BRK-B
前期市值: $8.5M
During Q4 2025, Financial Insights, Inc.'s top holdings by market value included SPYM (13.0%)、SCHD (8.4%)、MSFT (7.8%). The largest single position, SPYM, represented 13.0% of total portfolio value.
In Q4 2025, Financial Insights, Inc. made 129 total portfolio adjustments, initiating 3 new buys, adding to 56 positions, trimming 52 holdings, and fully liquidating 18 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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