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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $348.0M Q1 2024 Q2 2024: $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 $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 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%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,161 $267K Add +17.4%
DXCM Dexcom Inc. 0.10% 3,057 $267K New
CMG Chipotle Mexican Grill Inc. 0.10% 4,743 $266K Reduce -11.2%
CB Chubb Ltd. 0.10% 899 $260K Add +7.4%
GOOG Alphabet Inc. Class C 0.09% 1,450 $257K Add +0.5%
IVV iShares Core S&P 500 ETF 0.09% 412 $256K Reduce -0.7%
SGOL Abrdn Physical Gold Shares 0.09% 7,829 $247K No change
TAFL AB Tax Aware Long Muni filed as AB ACTIVE ETFS INC 0.09% 10,074 $247K New
JCI Johnson Controls Internation 0.09% 2,237 $236K New
SUSA iShares ESG Optimized MSCI U 0.09% 1,840 $233K No change
SDY SS SPDR S&P Dividend ETF 0.09% 1,714 $233K No change
EAGG iShares ESG Aware US Aggrega 0.08% 4,826 $229K No change
SPGI S&P Global Inc. 0.08% 434 $229K New
NUDM Nuveen ESG Intl Devel MRK Eq 0.08% 6,440 $229K No change
NXPI NXP Semiconductors NV 0.08% 1,043 $228K Reduce -5.3%
BA The Boeing Co. 0.08% 1,086 $228K New
STE Steris PLC 0.08% 937 $225K Add +3.1%
ETN Eaton Corp. PLC 0.08% 624 $223K New
GBTC Grayscale Bitcoin Trust ETF 0.08% 2,616 $222K New
EZM Wisdomtree US Midcap Fund 0.08% 3,563 $220K No change
MSI Motorola Solutions Inc. 0.08% 523 $220K New
TQQQ Proshares Ultrapro QQQ 0.08% 2,569 $213K New
IJR iShares Core S&P Small-Cap E 0.08% 1,912 $209K New
DE Deere & Co. 0.07% 401 $204K New
CAT Caterpillar Inc. 0.07% 516 $200K New
PGX Invesco Preferred ETF 0.06% 14,600 $162K Add +2.8%
PGF Invesco Financial Preferred 0.05% 10,000 $141K No change

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

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