Financial Insights, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed April 1, 2026), Financial Insights, Inc. reported 143 stock positions worth $302.0 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 12.1% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Schwab US DVD Equity ETF (SCHD, 8.2%). Compared with Q2 2025, it opened 21 new positions, sold out of 5, added to 69 and reduced 32. The biggest buy was a new position in Columbia Intl Eqty Inc. ETF (INEQ) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −1%).

Most Recent 13F
Q2 2026
Location
TACOMA, WA
CIK
0001642058
Portfolio Value
$302.0M (Q3 2025)
SEC Filing
0001085146-26-000291 ↗ filed Apr 1, 2026

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 Q2 2025 Q3 2025: $302.0M $302.0M Q3 2025 Q4 2025: $298.4M Q4 2025 Q1 2026: $308.6M Q1 2026 Q2 2026: $368.9M Q2 2026

Holdings 143 stocks · $302.0M
SPYM Ste STR SPDR PT S&P 500 ETF 12.10% 466,412 $36.5M Add +5.5%
MSFT Microsoft Corp. 8.37% 48,789 $25.3M Add +0.9%
SCHD Schwab US DVD Equity ETF 8.17% 903,508 $24.7M Reduce -0.6%
DBEF Xtrackers MSCI Eafe Hedged E 5.62% 365,381 $17.0M Add +5.2%
VUG Vanguard Mrngstar GR ETF-Sui 5.08% 31,971 $15.3M Reduce -3.1%
QQQ Invesco QQQ Trust Series 1 4.94% 24,864 $14.9M Add +3.8%
AAPL Apple Inc. 4.07% 48,277 $12.3M Reduce -1.1%
SPSM SS SPDR P S&P 600 Small Cap 3.42% 222,810 $10.3M Add +5.3%
BRK.B Berkshire Hathaway Inc. Class B 2.81% 16,853 $8.5M Reduce -5.8%
SPEM State Street SP PTF Em ETF 2.36% 152,143 $7.1M Reduce -1.5%
VB Vanguard Most SM-Cap ETF-Usd 1.86% 22,050 $5.6M Reduce -0.8%
VEA Vanguard Ftse Developed ETF 1.84% 92,615 $5.5M Add +8.7%
VOTE TCW Transform 500 ETF 1.67% 64,427 $5.1M Reduce -10.3%
VIG Vanguard Dividend Apprec ETF 1.60% 22,324 $4.8M Reduce -0.5%
XLK SS Technology Select Sector 1.56% 16,680 $4.7M No change
SPDW Ste STR SPDR PT DW Eu ETF 1.33% 94,130 $4.0M Reduce -0.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.27% 12,478 $3.8M Reduce -1.2%
DFAC Dimensional US Core Equity 2 1.14% 89,252 $3.4M Reduce -17.4%
PRCS Parnassus Core Select ETF 1.00% 115,834 $3.0M Add +20.1%
DIVO Amplify CWP Enhan Divid ETF 0.99% 66,770 $3.0M Add +10.3%
AMZN Amazon.com Inc. 0.96% 13,244 $2.9M Add +6.8%
NVDA Nvidia Corp. 0.95% 15,353 $2.9M Add +1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.92% 9,465 $2.8M Reduce -11.4%
DON Wisdomtree US Midcap Dividen 0.88% 50,798 $2.7M Reduce -8.1%
MUB iShares National Muni Bond E 0.85% 24,108 $2.6M Reduce -23.6%
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 0.84% 62,613 $2.5M Add +26.9%
VTI VG Morningstar TS MKT ETF-US 0.81% 7,480 $2.5M Add +34.0%
DGRO iShares Core Dividend Growth 0.77% 34,153 $2.3M Add +0.0%
COST Costco Wholesale Corp. 0.76% 2,489 $2.3M Add +1.8%
NULG Nuveen ESG LRG-Cap GRW ETF 0.68% 20,517 $2.0M Add +27.6%
CVIE Cal Intl Responsible Index 0.65% 28,976 $2.0M Add +53.4%
INEQ Columbia Intl Eqty Inc. ETF 0.65% 52,548 $2.0M New
VYM Vanguard High DVD Yield ETF 0.64% 13,816 $1.9M Add +3.7%
DSI iShares ESG MSCI KLD 400 ETF 0.64% 15,290 $1.9M Reduce -12.3%
VEU Vanguard Ftse All-World Ex-U 0.58% 24,434 $1.7M No change
PFF iShares Preferred & Income S 0.57% 54,616 $1.7M Add +6.3%
VWO Vanguard Ftse Emerging Marke 0.56% 31,120 $1.7M Add +15.8%
AVGO Broadcom Inc. 0.49% 4,510 $1.5M Add +15.8%
QUAL iShares MSCI USA Quality Fac 0.48% 7,378 $1.4M Reduce -3.3%
LGLV SPDR US LC Low Vol Idx 0.42% 7,199 $1.3M Reduce -0.3%
DFAS Dimensional US Small Cap ETF 0.36% 16,021 $1.1M Add +2.0%
XLI SS Industrial Select Sector 0.36% 7,013 $1.1M Add +2.4%
PWRD TCW Transform Systems ETF 0.34% 10,372 $1.0M Add +28.4%
JPM JPMorgan Chase & Co. 0.32% 3,108 $980K Add +12.2%
V Visa Inc. Class A 0.32% 2,827 $965K Add +8.6%
SBUX Starbucks Corp. 0.31% 11,073 $937K Add +6.8%
GOOGL Alphabet Inc. Class A 0.30% 3,765 $915K Add +13.7%
VOO Vanguard S&P 500 ETF 0.29% 1,444 $884K Add +8.8%
SPYV SS SPDR P S&P 500 Value ETF 0.29% 15,928 $881K Add +5.3%
VGT Vanguard Info Tech ETF 0.29% 1,172 $875K Reduce -7.0%
XOM Exxon Mobil Corp. 0.27% 7,124 $803K Add +21.6%
IWF iShares Russell 1000 Growth 0.26% 1,666 $780K Add +2.5%
NFLX Netflix Inc. 0.25% 627 $752K Add +7.7%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.25% 16,890 $743K Add +8.3%
WFC Wells Fargo & Co. 0.24% 8,608 $722K Add +17.1%
CSPF C&S Pref & Income Active ETF 0.24% 27,504 $715K Add +30.1%
META Meta Platforms Inc. Class A 0.23% 959 $704K Add +41.6%
SFBC Sound Financial Bancorp Inc. 0.23% 14,897 $686K No change
WMT Walmart Inc. 0.22% 6,585 $679K Reduce -1.0%
IWD iShares Russell 1000 Value E 0.22% 3,291 $670K Add +4.3%
MCD McDonald's Corp. 0.22% 2,165 $658K Add +0.4%
JNJ Johnson & Johnson 0.22% 3,537 $656K Reduce -13.0%
IJH iShares Core S&P Midcap ETF 0.22% 9,973 $651K No change
IWP iShares Russell Mid-Cap Grow 0.20% 4,163 $593K No change
LLY Eli Lilly & Co. 0.19% 735 $561K Add +27.2%
GEV GE Vernova Inc. 0.18% 887 $545K Add +4.0%
SPHD Invesco S&P 500 High Dividen 0.18% 11,000 $544K Add +0.8%
VYMI Vanguard Int High DVD YLD Inc. 0.18% 6,358 $538K Add +71.5%
TT Trane Technologies PLC 0.17% 1,202 $507K Reduce -2.0%
ABBV Abbvie Inc. 0.17% 2,167 $502K Add +1.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.16% 2,650 $494K Add +1.2%
PJIO Pgim JNSN FCSD Int Eq ETF-Ui 0.16% 7,695 $493K Add +14.4%
DFUS Dimensional US Eq MKT ETF 0.16% 6,631 $480K Add +46.2%
AMD Advanced Micro Devices 0.15% 2,864 $463K Add +26.1%
GOOG Alphabet Inc. Class C 0.15% 1,884 $459K Add +29.9%
IVW iShares S&P 500 Growth ETF 0.15% 3,732 $451K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.14% 1,464 $436K Add +0.1%
PYLD PIMCO Multisector Bond Actv 0.14% 16,179 $434K No change
SPYX SS SPDR S&P 500 Foss FL ETF 0.13% 7,349 $403K Add +1.1%
HD Home Depot Inc. 0.13% 994 $403K Add +19.5%
IDVO Amplify CWP Intl Enh DVD Inc. 0.13% 10,700 $399K New
TSLA Tesla Inc. 0.13% 889 $395K No change
PSK SS SPDR Ice Pref Sec ETF 0.13% 11,928 $394K Add +12.1%
UNP Union Pacific Corp. 0.13% 1,654 $391K New
PG The Procter & Gamble Co. 0.13% 2,526 $388K Add +0.5%
EFA iShares MSCI Eafe ETF 0.13% 4,055 $379K Reduce -2.1%
ORCL Oracle Corp. 0.12% 1,336 $376K New
BND Vanguard Total Bond Market 0.12% 5,042 $375K Reduce -28.6%
SGOL Abrdn Physical Gold Shares 0.12% 9,932 $366K Add +26.9%
CSCO Cisco Systems Inc. 0.12% 5,328 $365K Add +9.1%
KO The Coca-Cola Co. 0.12% 5,467 $363K Add +14.5%
UNH Unitedhealth Group Inc. 0.12% 1,045 $361K New
VHT Vanguard Health Care ETF 0.12% 1,381 $359K Reduce -59.5%
ESGD iShares Trust iShares ESG Aw 0.12% 3,761 $350K Reduce -4.1%
SBAC SBA Communications Corp. 0.11% 1,750 $338K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,170 $314K Add +0.4%
HDV iShares Core High Dividend E 0.10% 2,527 $309K No change
IQV Iqvia Holdings Inc. 0.10% 1,609 $306K New
IVV iShares Core S&P 500 ETF 0.10% 452 $303K Add +9.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,064 $300K Add +16.4%

Show all 143 holdings

Portfolio Sells Q2 2025 → Q3 2025
SCHD Schwab US DVD Equity ETF Reduce -0.6% 8.17% −0.63
J P MORGAN EXCHANGE TRADED F Sold out 0.00% −0.39
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.8% 2.81% −0.37
MUB iShares National Muni Bond E Reduce -23.6% 0.85% −0.35
DFAC Dimensional US Core Equity 2 Reduce -17.4% 1.14% −0.28
XLV SS Health Care Select Sector Sold out 0.00% −0.26
VOTE TCW Transform 500 ETF Reduce -10.3% 1.67% −0.23
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.1% 5.08% −0.21
VHT Vanguard Health Care ETF Reduce -59.5% 0.12% −0.19
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -11.4% 0.92% −0.17
ETHO Amplify Etho Climate Leaders Reduce -63.6% 0.09% −0.15
DON Wisdomtree US Midcap Dividen Reduce -8.1% 0.88% −0.13
DSI iShares ESG MSCI KLD 400 ETF Reduce -12.3% 0.64% −0.10
TAFL AB Tax Aware Long Muni Sold out 0.00% −0.09
EAGG iShares ESG Aware US Aggrega Sold out 0.00% −0.08
VIG Vanguard Dividend Apprec ETF Reduce -0.5% 1.60% −0.08
DE Deere & Co. Sold out 0.00% −0.07
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.8% 1.86% −0.07
BND Vanguard Total Bond Market Reduce -28.6% 0.12% −0.07
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.4% 1.33% −0.06
SPEM State Street SP PTF Em ETF Reduce -1.5% 2.36% −0.05
AMAT Applied Materials Inc. Reduce -34.9% 0.08% −0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -1.2% 1.27% −0.04
LGLV SPDR US LC Low Vol Idx Reduce -0.3% 0.42% −0.04
QUAL iShares MSCI USA Quality Fac Reduce -3.3% 0.48% −0.03
TT Trane Technologies PLC Reduce -2.0% 0.17% −0.03
CRM Salesforce Inc. Reduce -5.2% 0.08% −0.03
WM Waste Management Inc. Reduce -13.5% 0.08% −0.03
VGT Vanguard Info Tech ETF Reduce -7.0% 0.29% −0.02
PEY Invesco High Yield Equity Di Reduce -7.1% 0.09% −0.01
CB Chubb Ltd. Reduce -3.0% 0.08% −0.01
WMT Walmart Inc. Reduce -1.0% 0.22% −0.01
ESGD iShares Trust iShares ESG Aw Reduce -4.1% 0.12% −0.01
EFA iShares MSCI Eafe ETF Reduce -2.1% 0.13% −0.01
JNJ Johnson & Johnson Reduce -13.0% 0.22% −0.01
JCI Johnson Controls Internation Reduce -1.8% 0.08% −0.01
AAPL Apple Inc. Reduce -1.1% 4.07% +0.41

Portfolio Buys Q2 2025 → Q3 2025
INEQ Columbia Intl Eqty Inc. ETF New 0.65% +0.65
SPYM Ste STR SPDR PT S&P 500 ETF Add +5.5% 12.10% +0.36
CVIE Cal Intl Responsible Index Add +53.4% 0.65% +0.21
VTI VG Morningstar TS MKT ETF-US Add +34.0% 0.81% +0.19
RAFE PIMCO Rafi ESG US ETF Add +26.9% 0.84% +0.16
IDVO Amplify CWP Intl Enh DVD Inc. New 0.13% +0.13
UNP Union Pacific Corp. New 0.13% +0.13
SPSM SS SPDR P S&P 600 Small Cap Add +5.3% 3.42% +0.13
ORCL Oracle Corp. New 0.12% +0.12
NULG Nuveen ESG LRG-Cap GRW ETF Add +27.6% 0.68% +0.12
UNH Unitedhealth Group Inc. New 0.12% +0.12
QQQ Invesco QQQ Trust Series 1 Add +3.8% 4.94% +0.12
PRCS Parnassus Core Select ETF Add +20.1% 1.00% +0.11
IQV Iqvia Holdings Inc. New 0.10% +0.10
AVGO Broadcom Inc. Add +15.8% 0.49% +0.10
IGM iShares Expanded Tech Sector New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +13.7% 0.30% +0.09
VZ Verizon Communications Inc. New 0.08% +0.08
CVX Chevron Corp. New 0.08% +0.08
NVDA Nvidia Corp. Add +1.9% 0.95% +0.08
JMHI JPMorgan High Yield Municpl New 0.08% +0.08
GE General Electric New 0.08% +0.08
NEE Nextera Energy Inc. New 0.07% +0.07
FANG Diamondback Energy Inc. New 0.07% +0.07
VWO Vanguard Ftse Emerging Marke Add +15.8% 0.56% +0.07
DFUV Dimensional US Marketwide Va New 0.07% +0.07
PM Philip Morris International New 0.07% +0.07
VYMI Vanguard Int High DVD YLD Inc. Add +71.5% 0.18% +0.07
PWRD TCW Transform Systems ETF Add +28.4% 0.34% +0.07
LOW Lowe's Cos Inc. New 0.07% +0.07
O Realty Income Corp. New 0.07% +0.07
RTX RTX Corp. New 0.07% +0.07
DBEF Xtrackers MSCI Eafe Hedged E Add +5.2% 5.62% +0.07
MNST Monster Beverage Corp. New 0.07% +0.07
AMLP Alerian MLP ETF New 0.07% +0.07
UPRO Proshares Ultrapro S&P 500 New 0.07% +0.07
VEA Vanguard Ftse Developed ETF Add +8.7% 1.84% +0.06
GOOG Alphabet Inc. Class C Add +29.9% 0.15% +0.06
META Meta Platforms Inc. Class A Add +41.6% 0.23% +0.05
DFUS Dimensional US Eq MKT ETF Add +46.2% 0.16% +0.05
DIVO Amplify CWP Enhan Divid ETF Add +10.3% 0.99% +0.04
CSPF C&S Pref & Income Active ETF Add +30.1% 0.24% +0.04
AMD Advanced Micro Devices Add +26.1% 0.15% +0.04
XOM Exxon Mobil Corp. Add +21.6% 0.27% +0.04
JPM JPMorgan Chase & Co. Add +12.2% 0.32% +0.03
SGOL Abrdn Physical Gold Shares Add +26.9% 0.12% +0.03
WFC Wells Fargo & Co. Add +17.1% 0.24% +0.02
ABBV Abbvie Inc. Add +1.9% 0.17% +0.02
HD Home Depot Inc. Add +19.5% 0.13% +0.02
LLY Eli Lilly & Co. Add +27.2% 0.19% +0.02

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