FI

Financial Insights, Inc.

Diversified strategySector-focusedMomentum follower

Total reported value

$308.6M

Reporting period: 2026-03-31 · Number of holdings: 130

Financial Insights, Inc. disclosed 130 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $308.6M and a quarterly turnover rate of 13.8%.

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Personality snowflake

Concentration
18.18
Portfolio Stability
13.79
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
77.76

Recent moves

  • Trim MSFT

    -5.2%　-$6.4M

  • Trim VUG

    -8.2%　-$2.6M

  • Add SCHD

    +3.4%　$3.9M

  • Add DBEF

    +8.2%　$2.0M

  • Trim AAPL

    +1.6%　-$682.0K

  • Add SPSM

    +9.2%　$1.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth13.28%+0.26%+10.60%
2SCHDSchwab US Dvd Equity ETFETF-Other9.36%+1.00%+3.45%
3DBEFXtrackers Msci Eafe Hedged EETF-Other6.35%+0.44%+8.15%
4MSFTMicrosoft CORPStock-Tech5.47%-2.33%-5.17%
5QQQInvesco Qqq Trust Series 1ETF-Tech5.22%-0.01%+9.69%
6AAPLApple INCStock-Tech4.06%-0.36%+1.58%
7SPSMSs Spdr P S&p 600 Small CapETF-Small Cap3.93%+0.32%+9.15%
8VUGVanguard Growth ETFETF-Other3.91%-1.02%-8.20%
9SPEMState Street Sp Ptf Em ETFETF-Other2.45%+0.07%+6.25%
10BRK-BBerkshire Hathaway Inc-cl BStock-Other2.41%+2.41%NEW
11VEAVanguard Ftse Developed ETFETF-Other1.93%—-1.50%
12VBVanguard Small-cap ETFETF-Other1.79%-0.10%-3.59%
13VIGVanguard Dividend Apprec ETFETF-Other1.56%—+0.24%
14XLKSs Technology Select SectorETF-Tech1.42%-0.16%+0.66%
15SPDWSte Str Spdr Pt Dw EU ETFETF-Other1.39%—-0.06%
16VOTETcw Transform 500 ETFETF-Other1.25%-0.18%-4.88%
17VVVanguard Large-cap ETFETF-Other1.19%-0.11%-0.66%
18DIVOAmplify Cwp Enhan Divid ETFETF-Other1.09%+0.03%+5.79%
19PRCSParnassus Core Select ETFETF-Other1.07%+0.03%+14.87%
20AMZNAmazon.com INCStock-Consumer Disc1.05%+0.01%+16.10%
21DFACDimensional US Core Equity 2ETF-Other0.98%-0.12%-5.69%
22NVDANvidia CORPStock-Tech0.93%-0.18%-7.44%
23VTIVanguard Total Stock Mkt ETFETF-Other0.92%—+7.49%
24RAFEPimco Rafi Esg US ETFETF-Other0.85%—+0.03%
25DONWisdomtree US Midcap DividenETF-Other0.84%—-1.64%
26COSTCostco Wholesale CORPStock-Consumer Staples0.84%+0.10%+1.80%
27VOVanguard Mid-cap ETFETF-Other0.79%-0.09%-5.89%
28CVIECal Intl Responsible IndexETF-Large Cap & Growth0.76%—+0.68%
29MUBIshares National Muni Bond EETF-Other0.76%-0.10%-8.06%
30DGROIshares Core Dividend GrowthETF-Other0.75%—-1.35%
31PWRDTcw Transform Systems ETFETF-Other0.72%+0.01%+4.03%
32INEQColumbia Intl Eqty INC ETFETF-Other0.71%—-0.16%
33VYMVanguard High Dvd Yield ETFETF-Other0.68%—+1.44%
34IDVOAmplify Cwp Intl Enh Dvd INCETF-Other0.66%+0.15%+27.20%
35NULGNuveen Esg Lrg-cap Grw ETFETF-Other0.60%-0.06%+0.29%
36VEUVanguard Ftse All-world Ex-uETF-Other0.59%——
37DSIIshares Esg Msci Kld 400 ETFETF-Other0.56%-0.08%-5.16%
38VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.55%—-0.72%
39QUALIshares Msci USA Quality FacETF-Other0.45%—-0.90%
40PFFIshares Preferred & Income SETF-Other0.44%—+10.90%
41LGLVSpdr US Lc Low Vol IdxETF-Other0.40%—-1.26%
42CSPFC&s Pref & Income Active ETFETF-Other0.40%+0.03%+13.47%
43IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.40%-0.13%-18.23%
44XOMExxon Mobil CORPStock-Energy0.39%+0.10%-1.78%
45AVGOBroadcom INCStock-Tech0.39%—+4.88%
46XLISs Industrial Select SectorETF-Other0.37%—+2.51%
47DFASDimensional US Small Cap ETFETF-Small Cap0.37%—-0.27%
48SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.33%—+6.90%
49PSKSs Spdr Ice Pref Sec ETFETF-Other0.32%—+16.21%
50IJHIshares Core S&p Midcap ETFETF-Other0.32%—-3.64%
1–50 of 130

Holding changes this quarter

Financial Insights, Inc.'s most significant position changes for 2026-03-31: New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Alphabet Inc-cl A (GOOGL); New buy: Impax Global Sustainable Inf (BLDX); New buy: Spdr Gold Shares (GLD); New buy: Verizon Communications INC (VZ).

Position changes disclosed by Financial Insights, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHDSchwab US Dvd Equity ETF+1%+3.45%Add
2DBEFXtrackers Msci Eafe Hedged E+0.4%+8.15%Add
3SPSMSs Spdr P S&p 600 Small Cap+0.3%+9.15%Add
4SPYMSte Str Spdr Pt S&p 500 ETF+0.3%+10.60%Add
5IDVOAmplify Cwp Intl Enh Dvd INC+0.2%+27.20%Add
6CVXChevron CORP+0.1%+123.48%Add
7COSTCostco Wholesale CORP+0.1%+1.80%Add
8XOMExxon Mobil CORP+0.1%-1.78%Trim
9SPEMState Street Sp Ptf Em ETF+0.1%+6.25%Add
10PJIOPgim Jennison Intl Opp ETF+0.1%+75.56%Add
11IJRIshares Core S&p Small-cap E+0.1%+21.77%Add
12JNJJohnson & Johnson0%+2.57%Add
13GEVGE Vernova INC0%-3.27%Trim
14AMATApplied Materials INC0%+3.41%Add
15PRCSParnassus Core Select ETF0%+14.87%Add
16DIVOAmplify Cwp Enhan Divid ETF0%+5.79%Add
17CSPFC&s Pref & Income Active ETF0%+13.47%Add
18AMZNAmazon.com INC0%+16.10%Add
19PWRDTcw Transform Systems ETF0%+4.03%Add
20QQQInvesco Qqq Trust Series 10%+9.69%Add
21WFCWells Fargo & Co-0.1%-2.48%Trim
22IVWIshares S&p 500 Growth ETF-0.1%-21.94%Trim
23NULGNuveen Esg Lrg-cap Grw ETF-0.1%+0.29%Add
24DSIIshares Esg Msci Kld 400 ETF-0.1%-5.16%Trim
25VOVanguard Mid-cap ETF-0.1%-5.89%Trim
26MUBIshares National Muni Bond E-0.1%-8.06%Trim
27VBVanguard Small-cap ETF-0.1%-3.59%Trim
28VVVanguard Large-cap ETF-0.1%-0.66%Trim
29DFACDimensional US Core Equity 2-0.1%-5.69%Trim
30IVVIshares Core S&p 500 ETF-0.1%-18.23%Trim
31XLKSs Technology Select Sector-0.2%+0.66%Add
32NVDANvidia CORP-0.2%-7.44%Trim
33VOTETcw Transform 500 ETF-0.2%-4.88%Trim
34AAPLApple INC-0.4%+1.58%Add
35VUGVanguard Growth ETF-1%-8.20%Trim
36MSFTMicrosoft CORP-2.3%-5.17%Trim
37BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
38GOOGLAlphabet Inc-cl A—NEWNew buy
39BLDXImpax Global Sustainable Inf—NEWNew buy
40GLDSpdr Gold Shares—NEWNew buy
41VZVerizon Communications INC—NEWNew buy
42UNHUnitedhealth Group INC—EXITSold out
43SMHVaneck Semiconductor ETF—NEWNew buy
44BNDVanguard Total Bond Market—EXITSold out
45IQVIqvia Holdings INC—EXITSold out
46AVUVAvantis US Small Cap Value—NEWNew buy
47CRMSalesforce INC—EXITSold out
48UPROProshares Ultrapro S&p 500—EXITSold out
49FANGDiamondback Energy INC—NEWNew buy
50LOWLowe's Cos INC—EXITSold out

FAQ

What is Financial Insights, Inc. and what type of investor is it?
Financial Insights, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $308.6M, spread across 130 disclosed positions.
What are Financial Insights, Inc.'s largest equity positions?
Based on the latest 13F filing, Financial Insights, Inc.'s top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $41.0M (13.3%) 2. Schwab US Dvd Equity ETF (SCHD) — $28.9M (9.4%) 3. Xtrackers Msci Eafe Hedged E (DBEF) — $19.6M (6.3%) 4. Microsoft CORP (MSFT) — $16.9M (5.5%) 5. Invesco Qqq Trust Series 1 (QQQ) — $16.1M (5.2%)
What changes did Financial Insights, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Financial Insights, Inc. made 50 notable position adjustments: 8 new positions were initiated, 21 existing holdings were added to, 15 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Alphabet Inc-cl A (GOOGL); New buy: Impax Global Sustainable Inf (BLDX); New buy: Spdr Gold Shares (GLD); New buy: Verizon Communications INC (VZ)
What sectors does Financial Insights, Inc. focus on?
Financial Insights, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.6% • Financials: 15.0% • Consumer Discretionary: 8.8% • Consumer Staples: 6.4% • Communication Services: 4.5% • Health Care: 3.5%

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