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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 7  ·  130 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 +13.7%
2 SCHD SCHWAB STRATEGIC TR 941,050.0 $28.9M 9.36% +31K +3.5% $30.68 +7.0%
3 DBEF DBX ETF TR 396,701.0 $19.6M 6.35% +30K +8.2% $49.40 +8.7%
4 MSFT MICROSOFT CORP Technology 45,626.0 $16.9M 5.47% -2K -5.2% $370.17 +5.6%
5 QQQ INVESCO QQQ TR Financial Services 27,889.0 $16.1M 5.22% +2K +9.7% $577.19 +25.0%
6 AAPL APPLE INC Technology 49,313.0 $12.5M 4.06% +769.0 +1.6% $253.79 +14.7%
7 SPSM SPDR SERIES TRUST 251,186.0 $12.1M 3.93% +21K +9.2% $48.32 +15.7%
8 VUG VANGUARD INDEX FDS 27,656.0 $12.1M 3.91% -2K -8.2% $436.78 -80.5%
9 SPEM SPDR INDEX SHS FDS 161,469.0 $7.6M 2.45% +10K +6.2% $46.91 +11.1%
10 BERKSHIRE HATHAWAY INC DEL 15,491.0 $7.4M 2.40% NEW $479.20
11 VEA VANGUARD TAX-MANAGED FDS 92,757.0 $5.9M 1.93% -1K -1.5% $64.08 +11.7%
12 VB VANGUARD INDEX FDS 21,110.0 $5.5M 1.79% -786.0 -3.6% $261.92 +13.2%
13 VIG VANGUARD SPECIALIZED FUNDS 22,357.0 $4.8M 1.56% $215.06 +9.6%
14 XLK SELECT SECTOR SPDR TR 32,875.0 $4.4M 1.42% +215.0 +0.7% $132.90 +39.1%
15 SPDW SPDR INDEX SHS FDS 93,812.0 $4.3M 1.39% $45.65 +11.7%
16 VOTE TCW ETF TRUST 50,610.0 $3.9M 1.25% -3K -4.9% $76.30 +14.5%
17 VV VANGUARD INDEX FDS 12,284.0 $3.7M 1.19% -81.0 -0.7% $298.85 +14.2%
18 DIVO AMPLIFY ETF TR 74,920.0 $3.4M 1.09% +4K +5.8% $44.85 +3.5%
19 PARNASSUS INCOME FDS 132,218.0 $3.3M 1.07% +17K +14.9% $25.00
20 AMZN AMAZON COM INC Consumer Cyclical 15,630.0 $3.3M 1.05% +2K +16.1% $208.27 +14.5%
Page 1 of 7  ·  130 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%