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Portfolio (Quarterly) Guide ↗

Financial Insights, Inc.

· CIK 0001642058
13F Portfolio $309M AUM 130 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 46 Added 38 Reduced 6 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 535,431.0 $41.0M 13.28% +51K +10.6% $76.54 +15.1%
2 SCHD SCHWAB STRATEGIC TR 941,050.0 $28.9M 9.36% +31K +3.5% $30.68 +6.0%
3 DBEF DBX ETF TR 396,701.0 $19.6M 6.35% +30K +8.2% $49.40 +9.3%
4 QQQ INVESCO QQQ TR Financial Services 27,889.0 $16.1M 5.22% +2K +9.7% $577.19 +26.4%
5 AAPL APPLE INC Technology 49,313.0 $12.5M 4.06% +769.0 +1.6% $253.79 +17.9%
6 SPSM SPDR SERIES TRUST 251,186.0 $12.1M 3.93% +21K +9.2% $48.32 +15.2%
7 SPEM SPDR INDEX SHS FDS 161,469.0 $7.6M 2.45% +10K +6.2% $46.91 +12.0%
8 XLK SELECT SECTOR SPDR TR 32,875.0 $4.4M 1.42% +215.0 +0.7% $132.90 +40.3%
9 DIVO AMPLIFY ETF TR 74,920.0 $3.4M 1.09% +4K +5.8% $44.85 +4.2%
10 PARNASSUS INCOME FDS 132,218.0 $3.3M 1.07% +17K +14.9% $25.00
11 AMZN AMAZON COM INC Consumer Cyclical 15,630.0 $3.3M 1.05% +2K +16.1% $208.27 +18.1%
12 VTI VANGUARD INDEX FDS 8,870.0 $2.8M 0.92% +618.0 +7.5% $320.82 +15.4%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,603.0 $2.6M 0.84% +46.0 +1.8% $996.43 -1.0%
14 CVIE MORGAN STANLEY ETF TRUST 32,223.0 $2.3M 0.76% +217.0 +0.7% $72.69 +17.6%
15 PWRD TCW ETF TRUST 22,848.0 $2.2M 0.72% +885.0 +4.0% $97.77 +17.8%
16 VYM VANGUARD WHITEHALL FDS 14,068.0 $2.1M 0.68% +200.0 +1.4% $148.10 +8.3%
17 IDVO AMPLIFY ETF TR 50,659.0 $2.1M 0.66% +11K +27.2% $40.47 +5.3%
18 PFF ISHARES TR 44,766.0 $1.4M 0.44% +4K +10.9% $30.32 +2.9%
19 CSPF COHEN & STEERS ETF TRUST 47,977.0 $1.2M 0.40% +6K +13.5% $25.64 +2.0%
20 AVGO BROADCOM INC Technology 3,850.0 $1.2M 0.39% +179.0 +4.9% $309.51 +21.7%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 26.3%
Consumer Cyclical 7.8%
Consumer Defensive 5.7%
Communication Services 3.8%
Industrials 2.9%
Energy 2.7%
Healthcare 2.6%
Utilities 0.8%
Real Estate 0.4%