Financial Insights, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Financial Insights, Inc. reported 155 stock positions worth $359.9 million. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 8.5%) and Apple (AAPL, 6.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 37 and reduced 89. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +17%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −10%).

Most Recent 13F
Q2 2026
Location
TACOMA, WA
CIK
0001642058
Portfolio Value
$359.9M (Q2 2024)
SEC Filing
0001085146-24-003022 ↗ filed Jul 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $348.0M Q1 2024 Q2 2024: $359.9M $359.9M Q2 2024 Q3 2024: $307.0M Q3 2024 Q4 2024: $258.8M Q4 2024 Q1 2025: $251.2M Q1 2025 Q2 2025: $273.8M Q2 2025 Q3 2025: $302.0M Q3 2025 Q4 2025: $298.4M Q4 2025 Q1 2026: $308.6M Q1 2026 Q2 2026: $368.9M Q2 2026

Holdings 155 stocks · $359.9M
MSFT Microsoft Corp. 9.55% 76,879 $34.4M Add +0.7%
SPYM Ste STR SPDR PT S&P 500 ETF 8.52% 479,249 $30.7M Add +17.2%
AAPL Apple Inc. 6.11% 104,335 $22.0M Reduce -1.4%
SCHD Schwab US DVD Equity ETF 6.10% 282,226 $21.9M Add +1.1%
VUG Vanguard Mrngstar GR ETF-Sui 5.05% 48,604 $18.2M Reduce -2.6%
DBEF Xtrackers MSCI Eafe Hedged E 3.57% 309,741 $12.8M Add +8.3%
SPSM SS SPDR P S&P 600 Small Cap 3.03% 262,719 $10.9M Add +4.5%
NVDA Nvidia Corp. 2.75% 80,161 $9.9M Add +3.5%
VEA Vanguard Ftse Developed ETF 2.68% 194,952 $9.6M Reduce -9.9%
QQQ Invesco QQQ Trust Series 1 2.63% 19,776 $9.5M Add +19.9%
DFAC Dimensional US Core Equity 2 2.50% 278,941 $9.0M Reduce -11.1%
BRK.B Berkshire Hathaway Inc. Class B 2.24% 19,818 $8.1M Reduce -1.3%
SPEM State Street SP PTF Em ETF 2.08% 198,731 $7.5M Reduce -1.7%
VOTE TCW Transform 500 ETF 1.77% 100,180 $6.4M Add +15.4%
AMZN Amazon.com Inc. 1.46% 27,234 $5.3M Add +3.0%
GOOGL Alphabet Inc. Class A 1.25% 24,790 $4.5M Add +3.1%
SPDW Ste STR SPDR PT DW Eu ETF 1.23% 126,433 $4.4M Reduce -1.0%
VIG Vanguard Dividend Apprec ETF 1.16% 22,879 $4.2M Reduce -1.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.12% 16,650 $4.0M Reduce -7.0%
SPYG SS SPDR P S&P 500 Growth ETF 1.12% 50,191 $4.0M Add +56.9%
VB Vanguard Most SM-Cap ETF-Usd 1.10% 18,161 $4.0M Add +14.3%
COST Costco Wholesale Corp. 1.07% 4,538 $3.9M Add +0.1%
MUB iShares National Muni Bond E 1.01% 34,276 $3.7M Reduce -9.6%
AVGO Broadcom Inc. 0.95% 2,123 $3.4M Add +4.8%
XLK SS Technology Select Sector 0.93% 14,780 $3.3M Reduce -3.3%
DON Wisdomtree US Midcap Dividen 0.86% 65,955 $3.1M Reduce -3.0%
CCJ Cameco Corp. 0.75% 55,189 $2.7M Add +5.8%
DSI iShares ESG MSCI KLD 400 ETF 0.72% 24,812 $2.6M Reduce -2.2%
QUAL iShares MSCI USA Quality Fac 0.69% 14,577 $2.5M Reduce -4.1%
EFA iShares MSCI Eafe ETF 0.68% 31,344 $2.5M Add +4.7%
JPM JPMorgan Chase & Co. 0.67% 11,989 $2.4M Add +3.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.67% 47,034 $2.4M Add +11.6%
VTI VG Morningstar TS MKT ETF-US 0.66% 8,869 $2.4M Reduce -6.1%
DGRO iShares Core Dividend Growth 0.66% 41,013 $2.4M Reduce -3.6%
ETHO Amplify Etho Climate Leaders 0.64% 40,955 $2.3M Add +4.9%
IWR iShares Russell Mid-Cap ETF 0.62% 27,368 $2.2M Add +13.7%
IEFA iShares Core MSCI Eafe ETF 0.58% 28,504 $2.1M Add +2.0%
VTWO Vanguard Russell 2000 ETF 0.55% 24,190 $2.0M Add +29.0%
IWF iShares Russell 1000 Growth 0.50% 4,938 $1.8M Reduce -1.5%
VWO Vanguard Ftse Emerging Marke 0.49% 40,495 $1.8M Add +0.0%
TT Trane Technologies PLC 0.47% 5,179 $1.7M Reduce -16.7%
ETN Eaton Corp. PLC 0.43% 4,957 $1.6M Reduce -15.4%
V Visa Inc. Class A 0.40% 5,491 $1.4M Reduce -5.5%
WMT Walmart Inc. 0.39% 20,862 $1.4M Reduce -13.2%
VYM Vanguard High DVD Yield ETF 0.38% 11,495 $1.4M Reduce -5.7%
NXPI NXP Semiconductors NV 0.37% 4,920 $1.3M Reduce -14.4%
RSP Invesco S&P 500 Equal Weight 0.36% 7,824 $1.3M Reduce -15.7%
AMD Advanced Micro Devices 0.34% 7,498 $1.2M Reduce -19.4%
MSI Motorola Solutions Inc. 0.33% 3,119 $1.2M Reduce -21.6%
BND Vanguard Total Bond Market 0.32% 15,945 $1.1M Reduce -24.7%
META Meta Platforms Inc. Class A 0.32% 2,273 $1.1M Reduce -18.1%
DFAS Dimensional US Small Cap ETF 0.32% 18,897 $1.1M Reduce -1.9%
MPC Marathon Petroleum Corp. 0.31% 6,446 $1.1M Reduce -16.6%
MRK Merck & Co. Inc. 0.30% 8,842 $1.1M Reduce -21.6%
TSLA Tesla Inc. 0.30% 5,433 $1.1M Add +38.4%
HD Home Depot Inc. 0.30% 3,096 $1.1M Reduce -8.8%
LGLV SPDR US LC Low Vol Idx 0.29% 6,945 $1.1M Reduce -4.3%
VOO Vanguard S&P 500 ETF 0.29% 2,097 $1.0M Reduce -4.3%
JNJ Johnson & Johnson 0.29% 7,146 $1.0M Reduce -14.7%
ESGD iShares Trust iShares ESG Aw 0.29% 13,232 $1.0M Reduce -2.6%
SBUX Starbucks Corp. 0.28% 12,749 $993K Reduce -2.3%
CRM Salesforce Inc. 0.25% 3,566 $917K Reduce -15.2%
VHT Vanguard Health Care ETF 0.25% 3,362 $894K Reduce -17.6%
IWD iShares Russell 1000 Value E 0.25% 5,081 $886K Reduce -2.1%
XLI SS Industrial Select Sector 0.24% 7,151 $871K No change
FISV Fiserv Inc. 0.24% 5,803 $865K Reduce -3.3%
UNH Unitedhealth Group Inc. 0.24% 1,670 $850K Reduce -23.1%
ICE Intercontinental Exchange Inc. 0.24% 6,198 $848K Reduce -22.8%
VGT Vanguard Info Tech ETF 0.22% 1,404 $810K Reduce -29.7%
IJH iShares Core S&P Midcap ETF 0.22% 13,698 $802K Reduce -2.9%
IQV Iqvia Holdings Inc. 0.22% 3,713 $785K Reduce -21.3%
SFBC Sound Financial Bancorp Inc. 0.21% 17,897 $770K No change
CB Chubb Ltd. 0.21% 2,994 $764K Reduce -19.1%
CSCO Cisco Systems Inc. 0.21% 15,554 $739K Reduce -22.8%
IVV iShares Core S&P 500 ETF 0.20% 1,292 $707K No change
XOM Exxon Mobil Corp. 0.19% 6,075 $699K Add +11.8%
EW Edwards Lifesciences Corp. 0.19% 7,352 $679K Reduce -21.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.19% 6,087 $670K Reduce -6.5%
VONG Vanguard Russell 1000 Growth 0.18% 6,764 $635K No change
PFF iShares Preferred & Income S 0.17% 19,650 $620K Add +18.0%
XLV SS Health Care Select Sector 0.17% 4,232 $617K Reduce -6.3%
PSK SS SPDR Ice Pref Sec ETF 0.17% 18,049 $612K Add +18.6%
BRK.A Berkshire Hathaway Inc. Class A 0.17% 1 $612K No change
TMO Thermo Fisher Scientific Inc. 0.17% 1,101 $609K Reduce -5.6%
HES Hess Corp. 0.17% 4,117 $607K Reduce -14.7%
ALL Allstate Corp. 0.17% 3,770 $602K Reduce -17.4%
SPGI S&P Global Inc. 0.17% 1,342 $599K Reduce -18.4%
STE Steris PLC 0.16% 2,680 $588K Reduce -18.9%
AMAT Applied Materials Inc. 0.16% 2,476 $584K No change
LHX L3HARRIS Technologies Inc. 0.16% 2,572 $578K Reduce -22.3%
NFLX Netflix Inc. 0.15% 824 $556K Add +2.9%
GOOG Alphabet Inc. Class C 0.15% 2,990 $548K Add +5.7%
IJR iShares Core S&P Small-Cap E 0.15% 5,047 $538K Add +3.8%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.15% 13,175 $530K Reduce -11.7%
ORCL Oracle Corp. 0.14% 3,675 $519K No change
SPYV SS SPDR P S&P 500 Value ETF 0.14% 10,379 $506K Reduce -1.0%
CMCSA Comcast Corp. Class A 0.14% 12,836 $503K Reduce -24.9%
PG The Procter & Gamble Co. 0.14% 3,008 $496K Reduce -23.7%
IVW iShares S&P 500 Growth ETF 0.14% 5,311 $491K No change
JCI Johnson Controls Internation 0.14% 7,386 $491K Reduce -14.2%
MCD McDonald's Corp. 0.14% 1,914 $488K Add +3.2%
IWP iShares Russell Mid-Cap Grow 0.14% 4,411 $487K No change
WFC Wells Fargo & Co. 0.13% 7,753 $460K Add +111.0%
MDT Medtronic PLC 0.13% 5,764 $454K Reduce -26.3%
HAL Halliburton Co. 0.12% 12,854 $434K Reduce -26.3%
SPHD Invesco S&P 500 High Dividen 0.12% 9,765 $434K No change
FANG Diamondback Energy Inc. 0.12% 2,140 $428K Add +5.7%
CME Cme Group Inc. 0.12% 2,177 $428K Reduce -17.1%
UNP Union Pacific Corp. 0.12% 1,860 $421K Reduce -33.4%
IWM iShares Russell 2000 ETF 0.12% 2,059 $418K No change
AMP Ameriprise Financial Inc. 0.11% 966 $413K Reduce -7.7%
EEM iShares MSCI Emerging Market 0.11% 9,649 $411K Reduce -3.7%
SGOL Abrdn Physical Gold Shares 0.11% 18,461 $410K Reduce -26.7%
EZM Wisdomtree US Midcap Fund 0.11% 6,936 $401K No change
DVN Devon Energy Corp. 0.11% 8,134 $386K Reduce -20.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.11% 1,530 $383K Reduce -0.4%
ESGE iShares Inc. iShares ESG Awar 0.10% 11,166 $374K Reduce -0.0%
FCX Freeport-McMoran Inc. 0.10% 7,643 $371K Reduce -28.6%
VZ Verizon Communications Inc. 0.10% 8,886 $366K Reduce -27.6%
APD Air Products & Chemicals Inc. 0.10% 1,411 $364K Add +4.9%
BA The Boeing Co. 0.10% 1,980 $360K Reduce -1.5%
ISRG Intuitive Surgical Inc. 0.10% 807 $359K No change
SBAC SBA Communications Corp. 0.10% 1,750 $344K No change
DRI Darden Restaurants Inc. 0.09% 2,210 $334K Reduce -1.7%
DHR Danaher Corp. 0.09% 1,325 $331K Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 8,151 $324K Reduce -22.2%
SCHF Schwab Intl Equity ETF 0.09% 8,346 $321K No change
CVX Chevron Corp. 0.09% 2,032 $318K Reduce -35.7%
NVO Novo-Nordisk A/S-Spons ADR 0.09% 2,212 $316K No change
PEP Pepsico Inc. 0.09% 1,910 $315K Reduce -1.6%
MA Mastercard Inc. Class A 0.08% 671 $296K Reduce -10.2%
KO The Coca-Cola Co. 0.08% 4,638 $295K Add +1.6%
NUDM Nuveen ESG Intl Devel MRK Eq 0.08% 9,400 $293K Add +0.1%
GBTC Grayscale Bitcoin Trust ETF 0.08% 5,232 $279K New
EXPD Expeditors Intl Wash Inc. 0.08% 2,224 $278K No change
HDV iShares Core High Dividend E 0.08% 2,527 $275K No change
LLY Eli Lilly & Co. 0.08% 299 $271K No change
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 0.07% 7,643 $269K Reduce -9.9%
ABBV Abbvie Inc. 0.07% 1,558 $267K Add +13.5%
PEY Invesco High Yield Equity Di 0.07% 13,600 $267K No change
DFUS Dimensional US Eq MKT ETF 0.07% 4,536 $267K No change
VYMI Vanguard Int High DVD YLD Inc. 0.07% 3,800 $260K Reduce -20.8%
PPL PPL Corp. 0.07% 9,393 $260K No change
RJF Raymond James Financial Inc. 0.07% 2,061 $255K No change
DXCM Dexcom Inc. 0.07% 2,138 $242K New
MNST Monster Beverage Corp. 0.07% 4,800 $240K No change
ROP Roper Technologies Inc. 0.07% 415 $234K Reduce -8.4%
RSG Republic Services Inc. 0.06% 1,181 $230K Reduce -9.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,389 $223K No change
VONE Vanguard Russell 1000 0.06% 895 $220K Reduce -6.4%
DIAL Columbia Divers Fix Inc. ETF 0.06% 12,439 $219K Reduce -13.0%
EAGG iShares ESG Aware US Aggrega 0.06% 4,646 $217K Reduce -23.7%
BBY Best Buy Co. Inc. 0.06% 2,553 $215K Reduce -10.1%
SUSA iShares ESG Optimized MSCI U 0.06% 1,840 $207K No change
SSGA ACTIVE TR 0.06% 6,940 $206K No change

Portfolio Sells Q1 2024 → Q2 2024
VEA Vanguard Ftse Developed ETF Reduce -9.9% 2.68% −0.44
DFAC Dimensional US Core Equity 2 Reduce -11.1% 2.50% −0.38
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 2.24% −0.19
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.0% 1.12% −0.17
MUB iShares National Muni Bond E Reduce -9.6% 1.01% −0.16
SUM Summit Materials Inc. Class A Sold out 0.00% −0.15
AMD Advanced Micro Devices Reduce -19.4% 0.34% −0.14
MPC Marathon Petroleum Corp. Reduce -16.6% 0.31% −0.14
IQV Iqvia Holdings Inc. Reduce -21.3% 0.22% −0.12
MRK Merck & Co. Inc. Reduce -21.6% 0.30% −0.12
BND Vanguard Total Bond Market Reduce -24.7% 0.32% −0.12
CRM Salesforce Inc. Reduce -15.2% 0.25% −0.11
DON Wisdomtree US Midcap Dividen Reduce -3.0% 0.86% −0.10
ETN Eaton Corp. PLC Reduce -15.4% 0.43% −0.10
RSP Invesco S&P 500 Equal Weight Reduce -15.7% 0.36% −0.09
JNJ Johnson & Johnson Reduce -14.7% 0.29% −0.09
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.08
CSCO Cisco Systems Inc. Reduce -22.8% 0.21% −0.08
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.0% 1.23% −0.08
ICE Intercontinental Exchange Inc. Reduce -22.8% 0.24% −0.08
UNP Union Pacific Corp. Reduce -33.4% 0.12% −0.08
HD Home Depot Inc. Reduce -8.8% 0.30% −0.08
HAL Halliburton Co. Reduce -26.3% 0.12% −0.08
VGT Vanguard Info Tech ETF Reduce -29.7% 0.22% −0.08
PH Parker Hannifin Corp. Sold out 0.00% −0.07
CMCSA Comcast Corp. Class A Reduce -24.9% 0.14% −0.07
UNH Unitedhealth Group Inc. Reduce -23.1% 0.24% −0.07
MSI Motorola Solutions Inc. Reduce -21.6% 0.33% −0.07
MDT Medtronic PLC Reduce -26.3% 0.13% −0.07
META Meta Platforms Inc. Class A Reduce -18.1% 0.32% −0.07
VHT Vanguard Health Care ETF Reduce -17.6% 0.25% −0.07
EW Edwards Lifesciences Corp. Reduce -21.3% 0.19% −0.07
SBUX Starbucks Corp. Reduce -2.3% 0.28% −0.07
MDY State Street SPDR S&P Midcap Sold out 0.00% −0.07
V Visa Inc. Class A Reduce -5.5% 0.40% −0.07
CB Chubb Ltd. Reduce -19.1% 0.21% −0.06
TT Trane Technologies PLC Reduce -16.7% 0.47% −0.06
LOW Lowe's Cos Inc. Sold out 0.00% −0.06
ALL Allstate Corp. Reduce -17.4% 0.17% −0.06
VIG Vanguard Dividend Apprec ETF Reduce -1.5% 1.16% −0.06
CVX Chevron Corp. Reduce -35.7% 0.09% −0.05
DGRO iShares Core Dividend Growth Reduce -3.6% 0.66% −0.05
STE Steris PLC Reduce -18.9% 0.16% −0.05
VZ Verizon Communications Inc. Reduce -27.6% 0.10% −0.05
PG The Procter & Gamble Co. Reduce -23.7% 0.14% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -6.1% 0.66% −0.05
VYM Vanguard High DVD Yield ETF Reduce -5.7% 0.38% −0.05
CME Cme Group Inc. Reduce -17.1% 0.12% −0.04
HES Hess Corp. Reduce -14.7% 0.17% −0.04
LHX L3HARRIS Technologies Inc. Reduce -22.3% 0.16% −0.04

Portfolio Buys Q1 2024 → Q2 2024
SPYM Ste STR SPDR PT S&P 500 ETF Add +17.2% 8.52% +1.29
NVDA Nvidia Corp. Add +3.5% 2.75% +0.74
QQQ Invesco QQQ Trust Series 1 Add +19.9% 2.63% +0.53
SPYG SS SPDR P S&P 500 Growth ETF Add +56.9% 1.12% +0.44
MSFT Microsoft Corp. Add +0.7% 9.55% +0.32
VOTE TCW Transform 500 ETF Add +15.4% 1.77% +0.24
GOOGL Alphabet Inc. Class A Add +3.1% 1.25% +0.21
DBEF Xtrackers MSCI Eafe Hedged E Add +8.3% 3.57% +0.20
AVGO Broadcom Inc. Add +4.8% 0.95% +0.18
COST Costco Wholesale Corp. Add +0.1% 1.07% +0.12
CCJ Cameco Corp. Add +5.8% 0.75% +0.10
TSLA Tesla Inc. Add +38.4% 0.30% +0.10
VTWO Vanguard Russell 2000 ETF Add +29.0% 0.55% +0.09
AMZN Amazon.com Inc. Add +3.0% 1.46% +0.09
GBTC Grayscale Bitcoin Trust ETF New 0.08% +0.08
DXCM Dexcom Inc. New 0.07% +0.07
WFC Wells Fargo & Co. Add +111.0% 0.13% +0.07
VB Vanguard Most SM-Cap ETF-Usd Add +14.3% 1.10% +0.06
IWR iShares Russell Mid-Cap ETF Add +13.7% 0.62% +0.04
GOOG Alphabet Inc. Class C Add +5.7% 0.15% +0.03
SPMD SS SPDR P S&P 400 Midcap ETF Add +11.6% 0.67% +0.02
PFF iShares Preferred & Income S Add +18.0% 0.17% +0.02
PSK SS SPDR Ice Pref Sec ETF Add +18.6% 0.17% +0.02
NFLX Netflix Inc. Add +2.9% 0.15% +0.01
XOM Exxon Mobil Corp. Add +11.8% 0.19% +0.01
APD Air Products & Chemicals Inc. Add +4.9% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +3.5% 0.67% +0.01
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.49% +0.01
FANG Diamondback Energy Inc. Add +5.7% 0.12% +0.00
ABBV Abbvie Inc. Add +13.5% 0.07% +0.00
KO The Coca-Cola Co. Add +1.6% 0.08% +0.00
NUDM Nuveen ESG Intl Devel MRK Eq Add +0.1% 0.08% −0.00
IJR iShares Core S&P Small-Cap E Add +3.8% 0.15% −0.00
EFA iShares MSCI Eafe ETF Add +4.7% 0.68% −0.01
ETHO Amplify Etho Climate Leaders Add +4.9% 0.64% −0.01
MCD McDonald's Corp. Add +3.2% 0.14% −0.01
IEFA iShares Core MSCI Eafe ETF Add +2.0% 0.58% −0.02
SPSM SS SPDR P S&P 600 Small Cap Add +4.5% 3.03% −0.08
SCHD Schwab US DVD Equity ETF Add +1.1% 6.10% −0.37

Notes & Other Activity Q1 2024 → Q2 2024
CASH Pathward Financial Inc. COM Sold out 0 $10.5Mbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$368.9MSPYM, SCHD, DBEF, QQQ, AVLC
Q1 2026 130$308.6MSPYM, SCHD, DBEF, MSFT, QQQ
Q4 2025 128$298.4MSPYM, SCHD, MSFT, DBEF, QQQ
Q3 2025 143$302.0MSPYM, MSFT, SCHD, DBEF, VUG
Q2 2025 127$273.8MSPYM, SCHD, MSFT, DBEF, VUG
Q1 2025 111$251.2MSCHD, SPYM, MSFT, AAPL, DBEF
Q4 2024 109$258.8MSPYM, SCHD, MSFT, VUG, AAPL
Q3 2024 144$307.0MMSFT, SPYM, SCHD, AAPL, VUG
Q2 2024 155$359.9MMSFT, SPYM, AAPL, SCHD, VUG
Q1 2024 158$348.0MMSFT, SPYM, SCHD, AAPL, VUG