Financial Insights, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Financial Insights, Inc. reported 111 stock positions worth $251.2 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 10.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 10.3%) and Microsoft (MSFT, 7.4%). Compared with Q4 2024, it opened 11 new positions, sold out of 9, added to 41 and reduced 41. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +4%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001642058
- Portfolio Value
- $251.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002342 ↗ filed Apr 25, 2025
Holdings Value
Holdings 111 stocks · $251.2M
| SCHD Schwab US DVD Equity ETF | 10.29% | 924,343 | $25.8M | Add +4.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.28% | 392,624 | $25.8M | Add +9.1% |
| MSFT Microsoft Corp. | 7.40% | 49,514 | $18.6M | Reduce -0.1% |
| AAPL Apple Inc. | 5.76% | 65,121 | $14.5M | Add +2.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 5.61% | 325,707 | $14.1M | Add +8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.36% | 36,342 | $13.5M | Reduce -10.8% |
| QQQ Invesco QQQ Trust Series 1 | 4.03% | 21,599 | $10.1M | Add +11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.84% | 18,104 | $9.6M | Reduce -1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.28% | 201,976 | $8.2M | Add +14.7% |
| VOTE TCW Transform 500 ETF | 2.76% | 106,023 | $6.9M | Reduce -8.2% |
| SPEM State Street SP PTF Em ETF | 2.40% | 153,319 | $6.0M | Add +1.0% |
| DFAC Dimensional US Core Equity 2 | 2.11% | 160,762 | $5.3M | Reduce -19.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.83% | 20,685 | $4.6M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 1.79% | 88,528 | $4.5M | Reduce -10.9% |
| VIG Vanguard Dividend Apprec ETF | 1.75% | 22,689 | $4.4M | Reduce -2.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.40% | 96,567 | $3.5M | Reduce -4.0% |
| XLK SS Technology Select Sector | 1.39% | 16,880 | $3.5M | Add +1.0% |
| MUB iShares National Muni Bond E | 1.33% | 31,639 | $3.3M | Reduce -5.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.29% | 12,626 | $3.2M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.24% | 12,068 | $3.1M | Reduce -1.4% |
| DON Wisdomtree US Midcap Dividen | 1.16% | 59,094 | $2.9M | Reduce -5.4% |
| AMZN Amazon.com Inc. | 0.97% | 12,860 | $2.4M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.94% | 2,503 | $2.4M | Add +6.7% |
| ETHO Amplify Etho Climate Leaders | 0.94% | 42,888 | $2.4M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 8,540 | $2.3M | Reduce -0.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.89% | 54,855 | $2.2M | Add +23.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.87% | 21,377 | $2.2M | Reduce -10.4% |
| DGRO iShares Core Dividend Growth | 0.85% | 34,586 | $2.1M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.72% | 16,642 | $1.8M | Reduce -3.1% |
| VYM Vanguard High DVD Yield ETF | 0.69% | 13,470 | $1.7M | Reduce -1.8% |
| PFF iShares Preferred & Income S | 0.60% | 49,432 | $1.5M | Add +7.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.59% | 24,434 | $1.5M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.53% | 7,740 | $1.3M | Reduce -7.2% |
| LGLV SPDR US LC Low Vol Idx | 0.52% | 7,440 | $1.3M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 27,118 | $1.2M | Reduce -1.5% |
| DFAS Dimensional US Small Cap ETF | 0.39% | 16,499 | $986K | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.38% | 9,833 | $965K | Reduce -17.5% |
| PSK SS SPDR Ice Pref Sec ETF | 0.37% | 28,529 | $924K | Add +4.8% |
| XLI SS Industrial Select Sector | 0.35% | 6,801 | $891K | Reduce -0.4% |
| V Visa Inc. Class A | 0.35% | 2,532 | $887K | Add +1.0% |
| VHT Vanguard Health Care ETF | 0.35% | 3,337 | $883K | No change |
| AVGO Broadcom Inc. | 0.34% | 5,075 | $850K | Add +82.5% |
| XLV SS Health Care Select Sector | 0.31% | 5,329 | $778K | Add +3.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.31% | 15,157 | $774K | Add +3.7% |
| SFBC Sound Financial Bancorp Inc. | 0.30% | 14,897 | $747K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.28% | 16,090 | $712K | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 12,003 | $700K | Add +14.5% |
| XOM Exxon Mobil Corp. | 0.28% | 5,836 | $694K | Add +1.4% |
| MCD McDonald's Corp. | 0.27% | 2,147 | $671K | Add +17.5% |
| JNJ Johnson & Johnson | 0.25% | 3,721 | $617K | Add +2.5% |
| IWD iShares Russell 1000 Value E | 0.24% | 3,269 | $615K | Reduce -35.7% |
| IWF iShares Russell 1000 Growth | 0.24% | 1,703 | $615K | Reduce -48.0% |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,194 | $614K | Reduce -30.5% |
| VGT Vanguard Info Tech ETF | 0.24% | 1,121 | $608K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 2,450 | $601K | Reduce -5.9% |
| BND Vanguard Total Bond Market | 0.23% | 7,963 | $585K | Reduce -24.2% |
| WMT Walmart Inc. | 0.23% | 6,487 | $569K | Add +12.9% |
| SPHD Invesco S&P 500 High Dividen | 0.22% | 10,815 | $543K | No change |
| NFLX Netflix Inc. | 0.22% | 582 | $543K | Reduce -10.7% |
| WFC Wells Fargo & Co. | 0.21% | 7,350 | $528K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 4,467 | $525K | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.20% | 3,316 | $513K | Add +8.2% |
| LLY Eli Lilly & Co. | 0.20% | 603 | $498K | New |
| TSLA Tesla Inc. | 0.17% | 1,666 | $432K | Add +3.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 1,706 | $429K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.17% | 2,503 | $427K | Add +7.3% |
| TT Trane Technologies PLC | 0.16% | 1,225 | $413K | Add +24.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.16% | 10,455 | $401K | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.16% | 688 | $397K | Add +3.0% |
| EFA iShares MSCI Eafe ETF | 0.15% | 4,747 | $388K | Add +9.9% |
| SBAC SBA Communications Corp. | 0.15% | 1,750 | $385K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 4,554 | $372K | Reduce -38.6% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 3,732 | $346K | Reduce -2.4% |
| AMAT Applied Materials Inc. | 0.14% | 2,366 | $343K | No change |
| KO The Coca-Cola Co. | 0.14% | 4,744 | $340K | Add +12.4% |
| HD Home Depot Inc. | 0.13% | 880 | $323K | Add +3.3% |
| ABBV Abbvie Inc. | 0.13% | 1,509 | $316K | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.12% | 590 | $309K | New |
| HDV iShares Core High Dividend E | 0.12% | 2,527 | $306K | No change |
| PEY Invesco High Yield Equity Di | 0.12% | 14,100 | $303K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 4,866 | $300K | Add +11.4% |
| VNQ Vanguard Real Estate ETF | 0.12% | 3,276 | $297K | Add +0.1% |
| CRM Salesforce Inc. | 0.12% | 1,100 | $295K | Add +9.9% |
| WM Waste Management Inc. | 0.12% | 1,250 | $289K | New |
| RJF Raymond James Financial Inc. | 0.11% | 2,061 | $286K | No change |
| EMNT PIMCO Enhcd St M-Active ESG | 0.11% | 2,856 | $282K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.11% | 3,741 | $276K | Reduce -1.6% |
| DFUS Dimensional US Eq MKT ETF | 0.11% | 4,536 | $274K | No change |
| SSGA ACTIVE TR | 0.11% | 9,304 | $270K | Reduce -13.7% |
| CMG Chipotle Mexican Grill Inc. | 0.11% | 5,338 | $268K | Add +26.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 3,331 | $268K | Reduce -34.9% |
| CB Chubb Ltd. | 0.10% | 837 | $253K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,389 | $240K | No change |
| SGOL Abrdn Physical Gold Shares | 0.09% | 7,829 | $233K | New |
| IVV iShares Core S&P 500 ETF | 0.09% | 415 | $233K | New |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 1,714 | $233K | New |
| FISV Fiserv Inc. | 0.09% | 1,045 | $231K | Add +1.9% |
| EAGG iShares ESG Aware US Aggrega | 0.09% | 4,826 | $229K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 914 | $227K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 1,443 | $225K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 1,840 | $224K | New |
| AMD Advanced Micro Devices | 0.09% | 2,179 | $224K | Add +27.9% |
| EZM Wisdomtree US Midcap Fund | 0.08% | 3,563 | $212K | Reduce -41.7% |
| SUSA iShares ESG Optimized MSCI U | 0.08% | 1,840 | $211K | No change |
| NXPI NXP Semiconductors NV | 0.08% | 1,101 | $209K | New |
| STE Steris PLC | 0.08% | 909 | $206K | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.08% | 6,440 | $205K | Reduce -61.5% |
| MNST Monster Beverage Corp. | 0.08% | 3,500 | $205K | Reduce -27.1% |
| CVX Chevron Corp. | 0.08% | 1,204 | $201K | Reduce -38.3% |
| PGX Invesco Preferred ETF | 0.06% | 14,200 | $159K | No change |
| PGF Invesco Financial Preferred | 0.06% | 10,000 | $143K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.8% | 5.36% | −1.10 |
| MSFT Microsoft Corp. | Reduce -0.1% | 7.40% | −0.67 |
| DFAC Dimensional US Core Equity 2 | Reduce -19.0% | 2.11% | −0.54 |
| VOTE TCW Transform 500 ETF | Reduce -8.2% | 2.76% | −0.31 |
| IWF iShares Russell 1000 Growth | Reduce -48.0% | 0.24% | −0.26 |
| RAFE PIMCO Rafi ESG US ETF | Sold out | 0.00% | −0.21 |
| NVDA Nvidia Corp. | Reduce -3.1% | 0.72% | −0.17 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -10.4% | 0.87% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -35.7% | 0.24% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -30.5% | 0.24% | −0.11 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -61.5% | 0.08% | −0.11 |
| EMXF iShares ESG Adv MSCI Em ETF | Sold out | 0.00% | −0.11 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.10 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.09 |
| BA The Boeing Co. | Sold out | 0.00% | −0.08 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.08 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.08 |
| ETHO Amplify Etho Climate Leaders | Reduce -2.5% | 0.94% | −0.08 |
| ESGD iShares Trust iShares ESG Aw | Reduce -38.6% | 0.15% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -34.9% | 0.11% | −0.07 |
| DON Wisdomtree US Midcap Dividen | Reduce -5.4% | 1.16% | −0.07 |
| EZM Wisdomtree US Midcap Fund | Reduce -41.7% | 0.08% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -24.2% | 0.23% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -5.6% | 1.33% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -7.2% | 0.53% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.9% | 1.79% | −0.05 |
| SBUX Starbucks Corp. | Reduce -17.5% | 0.38% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.8% | 1.29% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.93% | −0.03 |
| CVX Chevron Corp. | Reduce -38.3% | 0.08% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.4% | 0.39% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -4.3% | 0.16% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.8% | 0.21% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -27.1% | 0.08% | −0.02 |
| SSGA ACTIVE TR | Reduce -13.7% | 0.11% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.4% | 0.14% | −0.01 |
| NFLX Netflix Inc. | Reduce -10.7% | 0.22% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.4% | 1.24% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -5.9% | 0.24% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.0% | 1.75% | +0.00 |
| DGRO iShares Core Dividend Growth | Reduce -2.8% | 0.85% | +0.01 |
| XLI SS Industrial Select Sector | Reduce -0.4% | 0.35% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -1.6% | 0.11% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.8% | 0.69% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.5% | 0.49% | +0.02 |
| LGLV SPDR US LC Low Vol Idx | Reduce -1.0% | 0.52% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.0% | 1.40% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 3.84% | +0.63 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHD Schwab US DVD Equity ETF | Add +4.5% | 10.29% | +0.95 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +8.0% | 5.61% | +0.79 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.1% | 10.28% | +0.69 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +14.7% | 3.28% | +0.22 |
| LLY Eli Lilly & Co. | New | 0.20% | +0.20 |
| DIVO Amplify CWP Enhan Divid ETF | Add +23.4% | 0.89% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.2% | 4.03% | +0.19 |
| SPEM State Street SP PTF Em ETF | Add +1.0% | 2.40% | +0.15 |
| UNH Unitedhealth Group Inc. | New | 0.12% | +0.12 |
| WM Waste Management Inc. | New | 0.12% | +0.12 |
| EMNT PIMCO Enhcd St M-Active ESG | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +6.7% | 0.94% | +0.11 |
| CB Chubb Ltd. | New | 0.10% | +0.10 |
| SGOL Abrdn Physical Gold Shares | New | 0.09% | +0.09 |
| IVV iShares Core S&P 500 ETF | New | 0.09% | +0.09 |
| SDY SS SPDR S&P Dividend ETF | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +82.5% | 0.34% | +0.09 |
| TJX TJX Companies Inc. | New | 0.09% | +0.09 |
| NXPI NXP Semiconductors NV | New | 0.08% | +0.08 |
| STE Steris PLC | New | 0.08% | +0.08 |
| MCD McDonald's Corp. | Add +17.5% | 0.27% | +0.06 |
| PFF iShares Preferred & Income S | Add +7.9% | 0.60% | +0.05 |
| V Visa Inc. Class A | Add +1.0% | 0.35% | +0.05 |
| JNJ Johnson & Johnson | Add +2.5% | 0.25% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.28% | +0.04 |
| XLV SS Health Care Select Sector | Add +3.9% | 0.31% | +0.04 |
| KO The Coca-Cola Co. | Add +12.4% | 0.14% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +9.9% | 0.15% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +14.5% | 0.28% | +0.03 |
| WMT Walmart Inc. | Add +12.9% | 0.23% | +0.03 |
| TT Trane Technologies PLC | Add +24.6% | 0.16% | +0.02 |
| ABBV Abbvie Inc. | Add +0.7% | 0.13% | +0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Add +4.8% | 0.37% | +0.02 |
| CSCO Cisco Systems Inc. | Add +11.4% | 0.12% | +0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.7% | 0.31% | +0.02 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +1.6% | 0.28% | +0.02 |
| PG The Procter & Gamble Co. | Add +7.3% | 0.17% | +0.02 |
| FISV Fiserv Inc. | Add +1.9% | 0.09% | +0.01 |
| AMD Advanced Micro Devices | Add +27.9% | 0.09% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +26.8% | 0.11% | +0.01 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.16% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.12% | +0.01 |
| HD Home Depot Inc. | Add +3.3% | 0.13% | +0.00 |
| CRM Salesforce Inc. | Add +9.9% | 0.12% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.17% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.09% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +8.2% | 0.20% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 1.83% | −0.06 |
| TSLA Tesla Inc. | Add +3.0% | 0.17% | −0.08 |
| AMZN Amazon.com Inc. | Add +2.1% | 0.97% | −0.09 |
Notes & Other Activity Q4 2024 → Q1 2025
| CASH Pathward Financial Inc. | COM | Sold out | 0 | $10.6Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $368.9M | SPYM, SCHD, DBEF, QQQ, AVLC |
| Q1 2026 | 130 | $308.6M | SPYM, SCHD, DBEF, MSFT, QQQ |
| Q4 2025 | 128 | $298.4M | SPYM, SCHD, MSFT, DBEF, QQQ |
| Q3 2025 | 143 | $302.0M | SPYM, MSFT, SCHD, DBEF, VUG |
| Q2 2025 | 127 | $273.8M | SPYM, SCHD, MSFT, DBEF, VUG |
| Q1 2025 | 111 | $251.2M | SCHD, SPYM, MSFT, AAPL, DBEF |
| Q4 2024 | 109 | $258.8M | SPYM, SCHD, MSFT, VUG, AAPL |
| Q3 2024 | 144 | $307.0M | MSFT, SPYM, SCHD, AAPL, VUG |
| Q2 2024 | 155 | $359.9M | MSFT, SPYM, AAPL, SCHD, VUG |
| Q1 2024 | 158 | $348.0M | MSFT, SPYM, SCHD, AAPL, VUG |