Financial Insights, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Financial Insights, Inc. reported 127 stock positions worth $273.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.7% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 8.8%) and Microsoft (MSFT, 8.8%). Compared with Q1 2025, it opened 23 new positions, sold out of 7, added to 32 and reduced 52. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +13%) and the biggest sale Apple (AAPL, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001642058
- Portfolio Value
- $273.8M (Q2 2025)
- SEC Filing
- 0001085146-25-004028 ↗ filed Jul 22, 2025
Holdings Value
Holdings 127 stocks · $273.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.74% | 442,147 | $32.1M | Add +12.6% |
| SCHD Schwab US DVD Equity ETF | 8.80% | 908,983 | $24.1M | Reduce -1.7% |
| MSFT Microsoft Corp. | 8.78% | 48,337 | $24.0M | Reduce -2.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 5.55% | 347,238 | $15.2M | Add +6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.29% | 33,005 | $14.5M | Reduce -9.2% |
| QQQ Invesco QQQ Trust Series 1 | 4.82% | 23,944 | $13.2M | Add +10.9% |
| AAPL Apple Inc. | 3.66% | 48,806 | $10.0M | Reduce -25.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.29% | 211,555 | $9.0M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.18% | 17,899 | $8.7M | Reduce -1.1% |
| SPEM State Street SP PTF Em ETF | 2.41% | 154,460 | $6.6M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.92% | 22,218 | $5.3M | Add +7.4% |
| VOTE TCW Transform 500 ETF | 1.91% | 71,842 | $5.2M | Reduce -32.2% |
| VEA Vanguard Ftse Developed ETF | 1.77% | 85,242 | $4.9M | Reduce -3.7% |
| VIG Vanguard Dividend Apprec ETF | 1.68% | 22,443 | $4.6M | Reduce -1.1% |
| XLK SS Technology Select Sector | 1.54% | 16,680 | $4.2M | Reduce -1.2% |
| DFAC Dimensional US Core Equity 2 | 1.42% | 108,121 | $3.9M | Reduce -32.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.40% | 94,532 | $3.8M | Reduce -2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.32% | 12,626 | $3.6M | No change |
| MUB iShares National Muni Bond E | 1.21% | 31,575 | $3.3M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.09% | 10,682 | $3.0M | Reduce -11.5% |
| DON Wisdomtree US Midcap Dividen | 1.01% | 55,296 | $2.8M | Reduce -6.4% |
| AMZN Amazon.com Inc. | 0.99% | 12,401 | $2.7M | Reduce -3.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.94% | 60,545 | $2.6M | Add +10.4% |
| PRCS Parnassus Core Select ETF | 0.90% | 96,445 | $2.5M | New |
| COST Costco Wholesale Corp. | 0.88% | 2,445 | $2.4M | Reduce -2.3% |
| NVDA Nvidia Corp. | 0.87% | 15,067 | $2.4M | Reduce -9.5% |
| DGRO iShares Core Dividend Growth | 0.80% | 34,146 | $2.2M | Reduce -1.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.74% | 17,442 | $2.0M | Reduce -18.4% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.69% | 49,333 | $1.9M | New |
| VYM Vanguard High DVD Yield ETF | 0.65% | 13,327 | $1.8M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 5,583 | $1.7M | Reduce -34.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 24,434 | $1.6M | No change |
| PFF iShares Preferred & Income S | 0.58% | 51,366 | $1.6M | Add +3.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.55% | 16,078 | $1.5M | New |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 7,632 | $1.4M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 26,871 | $1.3M | Reduce -0.9% |
| LGLV SPDR US LC Low Vol Idx | 0.46% | 7,219 | $1.3M | Reduce -3.0% |
| CVIE Cal Intl Responsible Index | 0.45% | 18,895 | $1.2M | New |
| J P MORGAN EXCHANGE TRADED F | 0.39% | 22,006 | $1.1M | New |
| AVGO Broadcom Inc. | 0.39% | 3,895 | $1.1M | Reduce -23.3% |
| XLI SS Industrial Select Sector | 0.37% | 6,851 | $1.0M | Add +0.7% |
| DFAS Dimensional US Small Cap ETF | 0.37% | 15,701 | $1.0M | Reduce -4.8% |
| SBUX Starbucks Corp. | 0.35% | 10,373 | $950K | Add +5.5% |
| V Visa Inc. Class A | 0.34% | 2,604 | $925K | Add +2.8% |
| VHT Vanguard Health Care ETF | 0.31% | 3,410 | $847K | Add +2.2% |
| VGT Vanguard Info Tech ETF | 0.31% | 1,260 | $836K | Add +12.4% |
| JPM JPMorgan Chase & Co. | 0.29% | 2,769 | $803K | Add +13.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.29% | 15,127 | $792K | Reduce -0.2% |
| NFLX Netflix Inc. | 0.28% | 582 | $779K | No change |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,327 | $754K | Add +11.1% |
| PWRD TCW Transform Systems ETF | 0.27% | 8,079 | $728K | New |
| XLV SS Health Care Select Sector | 0.26% | 5,284 | $712K | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.25% | 1,625 | $690K | Reduce -4.6% |
| SFBC Sound Financial Bancorp Inc. | 0.25% | 14,897 | $685K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.24% | 15,590 | $662K | Reduce -3.1% |
| WMT Walmart Inc. | 0.24% | 6,651 | $650K | Add +2.5% |
| ETHO Amplify Etho Climate Leaders | 0.24% | 11,113 | $646K | Reduce -74.1% |
| XOM Exxon Mobil Corp. | 0.23% | 5,857 | $631K | Add +0.4% |
| MCD McDonald's Corp. | 0.23% | 2,156 | $630K | Add +0.4% |
| JNJ Johnson & Johnson | 0.23% | 4,065 | $621K | Add +9.2% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 9,973 | $619K | Reduce -16.9% |
| IWD iShares Russell 1000 Value E | 0.22% | 3,156 | $613K | Reduce -3.5% |
| WFC Wells Fargo & Co. | 0.22% | 7,350 | $589K | No change |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,311 | $583K | Reduce -0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 4,163 | $577K | Reduce -6.8% |
| CSPF C&S Pref & Income Active ETF | 0.20% | 21,133 | $538K | New |
| TT Trane Technologies PLC | 0.20% | 1,226 | $536K | Add +0.1% |
| BND Vanguard Total Bond Market | 0.19% | 7,057 | $520K | Reduce -11.4% |
| SPHD Invesco S&P 500 High Dividen | 0.19% | 10,915 | $519K | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.18% | 677 | $500K | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,619 | $463K | Add +88.5% |
| GEV GE Vernova Inc. | 0.16% | 853 | $451K | New |
| LLY Eli Lilly & Co. | 0.16% | 578 | $451K | Reduce -4.2% |
| PYLD PIMCO Multisector Bond Actv | 0.16% | 16,179 | $429K | New |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | 0.15% | 6,726 | $419K | New |
| SBAC SBA Communications Corp. | 0.15% | 1,750 | $411K | No change |
| IVW iShares S&P 500 Growth ETF | 0.15% | 3,732 | $411K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 1,463 | $405K | Reduce -14.2% |
| PG The Procter & Gamble Co. | 0.15% | 2,514 | $401K | Add +0.4% |
| ABBV Abbvie Inc. | 0.14% | 2,127 | $395K | Add +41.0% |
| EFA iShares MSCI Eafe ETF | 0.14% | 4,144 | $370K | Reduce -12.7% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.14% | 7,266 | $370K | New |
| AMAT Applied Materials Inc. | 0.13% | 1,921 | $352K | Reduce -18.8% |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 3,921 | $350K | Reduce -13.9% |
| CSCO Cisco Systems Inc. | 0.12% | 4,886 | $339K | Add +0.4% |
| PSK SS SPDR Ice Pref Sec ETF | 0.12% | 10,640 | $338K | Reduce -62.7% |
| KO The Coca-Cola Co. | 0.12% | 4,774 | $338K | Add +0.6% |
| AMD Advanced Micro Devices | 0.12% | 2,272 | $322K | Add +4.3% |
| HD Home Depot Inc. | 0.11% | 832 | $305K | Reduce -5.5% |
| DFUS Dimensional US Eq MKT ETF | 0.11% | 4,536 | $304K | No change |
| CRM Salesforce Inc. | 0.11% | 1,093 | $298K | Reduce -0.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.11% | 3,708 | $297K | Reduce -0.9% |
| HDV iShares Core High Dividend E | 0.11% | 2,527 | $296K | No change |
| PEY Invesco High Yield Equity Di | 0.11% | 14,100 | $288K | No change |
| WM Waste Management Inc. | 0.10% | 1,250 | $286K | No change |
| VNQ Vanguard Real Estate ETF | 0.10% | 3,183 | $283K | Reduce -2.8% |
| TSLA Tesla Inc. | 0.10% | 889 | $282K | Reduce -46.6% |
| EMNT PIMCO Enhcd St M-Active ESG | 0.10% | 2,856 | $282K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 914 | $269K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 6,594 | $269K | Reduce -36.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -25.1% | 3.66% | −2.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.7% | 8.80% | −1.49 |
| VOTE TCW Transform 500 ETF | Reduce -32.2% | 1.91% | −0.85 |
| ETHO Amplify Etho Climate Leaders | Reduce -74.1% | 0.24% | −0.70 |
| DFAC Dimensional US Core Equity 2 | Reduce -32.7% | 1.42% | −0.70 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 3.18% | −0.66 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -34.6% | 0.62% | −0.31 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -62.7% | 0.12% | −0.24 |
| DON Wisdomtree US Midcap Dividen | Reduce -6.4% | 1.01% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.5% | 1.09% | −0.15 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -18.4% | 0.74% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -0.2% | 1.21% | −0.12 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.11 |
| SSGA ACTIVE TR | Sold out | 0.00% | −0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.09 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.08 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.2% | 5.29% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 1.68% | −0.07 |
| TSLA Tesla Inc. | Reduce -46.6% | 0.10% | −0.07 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -36.9% | 0.10% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.88% | −0.06 |
| LGLV SPDR US LC Low Vol Idx | Reduce -3.0% | 0.46% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -1.3% | 0.80% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.9% | 0.23% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -0.8% | 0.26% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -11.4% | 0.19% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 0.65% | −0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -3.1% | 0.24% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -4.2% | 0.16% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.8% | 0.37% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -14.2% | 0.15% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -3.5% | 0.22% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -13.9% | 0.13% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -12.7% | 0.14% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.2% | 0.29% | −0.02 |
| HD Home Depot Inc. | Reduce -5.5% | 0.11% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.4% | 0.51% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.7% | 1.77% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -2.8% | 0.10% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -11.2% | 0.10% | −0.01 |
| CRM Salesforce Inc. | Reduce -0.6% | 0.11% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -18.8% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 0.49% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.1% | 1.40% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -0.9% | 0.11% | −0.00 |
| NXPI NXP Semiconductors NV | Reduce -5.3% | 0.08% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.09% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +12.6% | 11.74% | +1.46 |
| PRCS Parnassus Core Select ETF | New | 0.90% | +0.90 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.9% | 4.82% | +0.79 |
| RAFE PIMCO Rafi ESG US ETF | New | 0.69% | +0.69 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.55% | +0.55 |
| CVIE Cal Intl Responsible Index | New | 0.45% | +0.45 |
| J P MORGAN EXCHANGE TRADED F | New | 0.39% | +0.39 |
| PWRD TCW Transform Systems ETF | New | 0.27% | +0.27 |
| CSPF C&S Pref & Income Active ETF | New | 0.20% | +0.20 |
| GEV GE Vernova Inc. | New | 0.16% | +0.16 |
| PYLD PIMCO Multisector Bond Actv | New | 0.16% | +0.16 |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | New | 0.15% | +0.15 |
| SPYX SS SPDR S&P 500 Foss FL ETF | New | 0.14% | +0.14 |
| DXCM Dexcom Inc. | New | 0.10% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.4% | 1.92% | +0.10 |
| TAFL AB Tax Aware Long Muni | New | 0.09% | +0.09 |
| JCI Johnson Controls Internation | New | 0.09% | +0.09 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| BA The Boeing Co. | New | 0.08% | +0.08 |
| ETN Eaton Corp. PLC | New | 0.08% | +0.08 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.08% | +0.08 |
| MSI Motorola Solutions Inc. | New | 0.08% | +0.08 |
| TQQQ Proshares Ultrapro QQQ | New | 0.08% | +0.08 |
| IJR iShares Core S&P Small-Cap E | New | 0.08% | +0.08 |
| DE Deere & Co. | New | 0.07% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +88.5% | 0.17% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +12.4% | 0.31% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +13.0% | 0.29% | +0.05 |
| DIVO Amplify CWP Enhan Divid ETF | Add +10.4% | 0.94% | +0.05 |
| TT Trane Technologies PLC | Add +0.1% | 0.20% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +11.1% | 0.28% | +0.03 |
| AMD Advanced Micro Devices | Add +4.3% | 0.12% | +0.03 |
| ABBV Abbvie Inc. | Add +41.0% | 0.14% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.7% | 3.29% | +0.01 |
| XLI SS Industrial Select Sector | Add +0.7% | 0.37% | +0.01 |
| WMT Walmart Inc. | Add +2.5% | 0.24% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +0.7% | 2.41% | +0.01 |
| TJX TJX Companies Inc. | Add +17.4% | 0.10% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.12% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.09% | +0.00 |
| STE Steris PLC | Add +3.1% | 0.08% | +0.00 |
| PGX Invesco Preferred ETF | Add +2.8% | 0.06% | −0.00 |
| CB Chubb Ltd. | Add +7.4% | 0.10% | −0.01 |
| KO The Coca-Cola Co. | Add +0.6% | 0.12% | −0.01 |
| V Visa Inc. Class A | Add +2.8% | 0.34% | −0.02 |
| JNJ Johnson & Johnson | Add +9.2% | 0.23% | −0.02 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.15% | −0.02 |
| SPHD Invesco S&P 500 High Dividen | Add +0.9% | 0.19% | −0.03 |
| PFF iShares Preferred & Income S | Add +3.9% | 0.58% | −0.03 |
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 |