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CIK: 0001642058
Total reported value
$379.9M
$379.9M
130 檔
32.2%
The Q1 2026 SEC filing reveals that Financial Insights, Inc. held a total portfolio value of $379.9M, covering 130 public equity positions.
Financial Insights, Inc. executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 6 holdings and trimming 45 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SCHD, DBEF) accounted for 32.2% of total reported equity market value during Q1 2026.
| # | 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 | 13.28% | -0.73% | +10.60% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.36% | -1.30% | +3.45% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 6.35% | -0.56% | +8.15% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.94% | -5.17% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.22% | +0.55% | +9.69% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.31% | +1.58% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.93% | +0.30% | +9.15% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.91% | -0.52% | -8.20% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.45% | -0.25% | +6.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | -0.81% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.93% | -0.19% | -1.50% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.79% | -0.18% | -3.59% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | -0.22% | +0.24% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.42% | +0.20% | +0.66% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.39% | -0.15% | -0.06% | |
| 16 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.25% | -0.16% | -4.88% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.19% | -0.06% | -0.66% | |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.09% | -0.18% | +5.79% | |
| 19 | PRCS | Parnassus Core Select ETF | ETF-Other | 1.07% | -0.45% | +14.87% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.01% | +16.10% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.13% | -5.69% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.05% | -7.44% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | -0.04% | +7.49% | |
| 24 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.85% | -0.07% | +0.03% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.84% | -0.12% | -1.64% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.19% | +1.80% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | -0.13% | -5.89% | |
| 28 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.76% | -0.04% | +0.68% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | -0.24% | -8.06% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.75% | -0.10% | -1.35% | |
| 31 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.72% | — | +4.03% | |
| 32 | INEQ | Columbia Intl Eqty Inc ETF | ETF-Other | 0.71% | -0.13% | -0.16% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.09% | +1.44% | |
| 34 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 0.66% | -0.06% | +27.20% | |
| 35 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.60% | — | +0.29% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.06% | — | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.56% | -0.05% | -5.16% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | -0.05% | -0.72% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.45% | -0.06% | -0.90% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.44% | -0.06% | +10.90% | |
| 41 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.40% | -0.07% | -1.26% | |
| 42 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 0.40% | -0.08% | +13.47% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.01% | -18.23% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.39% | EXIT | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | -0.03% | +4.88% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.37% | -0.02% | +2.51% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | -0.04% | -0.27% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | -0.04% | +6.90% | |
| 49 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.32% | -0.04% | +16.21% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | -0.03% | -3.64% |
According to official SEC Form 13F filings, Financial Insights, Inc. reported a total U.S. public equity portfolio value of $379.9M across 130 disclosed positions in Q1 2026.
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Top New Position Initiated
BRK-B
市值: $7.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $282.9K
During Q1 2026, Financial Insights, Inc.'s top holdings by market value included SPYM (13.3%)、SCHD (9.4%)、DBEF (6.3%). The largest single position, SPYM, represented 13.3% of total portfolio value.
In Q1 2026, Financial Insights, Inc. made 113 total portfolio adjustments, initiating 8 new buys, adding to 54 positions, trimming 45 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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