Financial Insights, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 1, 2026), Financial Insights, Inc. reported 128 stock positions worth $298.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.0% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 8.4%) and Microsoft (MSFT, 7.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 18, added to 54 and reduced 53. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +4%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001642058
- Portfolio Value
- $298.4M (Q4 2025)
- SEC Filing
- 0001085146-26-000292 ↗ filed Apr 1, 2026
Holdings Value
Holdings 128 stocks · $298.4M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.02% | 484,113 | $38.8M | Add +3.8% |
| SCHD Schwab US DVD Equity ETF | 8.36% | 909,673 | $25.0M | Add +0.7% |
| MSFT Microsoft Corp. | 7.80% | 48,111 | $23.3M | Reduce -1.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 5.91% | 366,799 | $17.6M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 5.23% | 25,425 | $15.6M | Add +2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.93% | 30,125 | $14.7M | Reduce -5.8% |
| AAPL Apple Inc. | 4.42% | 48,544 | $13.2M | Add +0.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.61% | 230,128 | $10.8M | Add +3.3% |
| SPEM State Street SP PTF Em ETF | 2.38% | 151,969 | $7.1M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 1.97% | 94,174 | $5.9M | Add +1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.89% | 21,896 | $5.6M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 1.64% | 22,304 | $4.9M | Reduce -0.1% |
| XLK SS Technology Select Sector | 1.58% | 32,660 | $4.7M | Reduce -2.1% |
| VOTE TCW Transform 500 ETF | 1.43% | 53,205 | $4.3M | Reduce -17.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.40% | 93,872 | $4.2M | Reduce -0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.30% | 12,365 | $3.9M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.11% | 17,786 | $3.3M | Add +15.8% |
| DFAC Dimensional US Core Equity 2 | 1.10% | 82,912 | $3.3M | Reduce -7.1% |
| DIVO Amplify CWP Enhan Divid ETF | 1.06% | 70,820 | $3.2M | Add +6.1% |
| AMZN Amazon.com Inc. | 1.04% | 13,462 | $3.1M | Add +1.6% |
| PRCS Parnassus Core Select ETF | 1.04% | 115,099 | $3.1M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 8,252 | $2.8M | Add +10.3% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.89% | 63,092 | $2.6M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.88% | 9,077 | $2.6M | Reduce -4.1% |
| DON Wisdomtree US Midcap Dividen | 0.87% | 50,379 | $2.6M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 0.86% | 23,920 | $2.6M | Reduce -0.8% |
| DGRO iShares Core Dividend Growth | 0.78% | 33,463 | $2.3M | Reduce -2.0% |
| CVIE Cal Intl Responsible Index | 0.76% | 32,006 | $2.3M | Add +10.5% |
| COST Costco Wholesale Corp. | 0.74% | 2,557 | $2.2M | Add +2.7% |
| PWRD TCW Transform Systems ETF | 0.71% | 21,963 | $2.1M | Add +111.8% |
| INEQ Columbia Intl Eqty Inc. ETF | 0.70% | 56,193 | $2.1M | Add +6.9% |
| VYM Vanguard High DVD Yield ETF | 0.67% | 13,868 | $2.0M | Add +0.4% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.66% | 20,144 | $2.0M | Reduce -1.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.64% | 14,921 | $1.9M | Reduce -2.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 24,238 | $1.8M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.57% | 31,901 | $1.7M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.53% | 2,293 | $1.6M | Add +407.3% |
| IDVO Amplify CWP Intl Enh DVD Inc. | 0.51% | 39,825 | $1.5M | Add +272.2% |
| QUAL iShares MSCI USA Quality Fac | 0.49% | 7,303 | $1.5M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.43% | 3,671 | $1.3M | Reduce -18.6% |
| PFF iShares Preferred & Income S | 0.42% | 40,366 | $1.2M | Reduce -26.1% |
| LGLV SPDR US LC Low Vol Idx | 0.41% | 7,040 | $1.2M | Reduce -2.2% |
| DFAS Dimensional US Small Cap ETF | 0.37% | 16,022 | $1.1M | Add +0.0% |
| CSPF C&S Pref & Income Active ETF | 0.37% | 42,280 | $1.1M | Add +53.7% |
| XLI SS Industrial Select Sector | 0.36% | 6,973 | $1.1M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 15,123 | $998K | Add +51.6% |
| SBUX Starbucks Corp. | 0.32% | 11,344 | $955K | Add +2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.32% | 16,668 | $947K | Add +4.7% |
| VGT Vanguard Info Tech ETF | 0.31% | 1,211 | $913K | Add +3.3% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,451 | $910K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.29% | 7,285 | $877K | Add +2.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.29% | 27,619 | $875K | Add +131.6% |
| V Visa Inc. Class A | 0.28% | 2,390 | $838K | Reduce -15.5% |
| WFC Wells Fargo & Co. | 0.28% | 8,978 | $837K | Add +4.3% |
| JPM JPMorgan Chase & Co. | 0.27% | 2,499 | $805K | Reduce -19.6% |
| PYLD PIMCO Multisector Bond Actv | 0.27% | 29,650 | $791K | Add +83.3% |
| IWF iShares Russell 1000 Growth | 0.26% | 1,666 | $789K | No change |
| LLY Eli Lilly & Co. | 0.25% | 689 | $740K | Reduce -6.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.25% | 17,090 | $739K | Add +1.2% |
| IWD iShares Russell 1000 Value E | 0.23% | 3,291 | $692K | No change |
| JNJ Johnson & Johnson | 0.23% | 3,264 | $676K | Reduce -7.7% |
| MCD McDonald's Corp. | 0.22% | 2,191 | $670K | Add +1.2% |
| SFBC Sound Financial Bancorp Inc. | 0.22% | 14,897 | $650K | No change |
| GOOG Alphabet Inc. Class C | 0.22% | 2,059 | $646K | Add +9.3% |
| WMT Walmart Inc. | 0.21% | 5,585 | $622K | Reduce -15.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 6,908 | $622K | Add +8.7% |
| NFLX Netflix Inc. | 0.20% | 6,370 | $597K | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.19% | 879 | $580K | Reduce -8.3% |
| SPHD Invesco S&P 500 High Dividen | 0.19% | 11,650 | $559K | Add +5.9% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 4,080 | $559K | Reduce -2.0% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,517 | $557K | Add +21.0% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 4,594 | $552K | Add +140.3% |
| AMD Advanced Micro Devices | 0.17% | 2,399 | $514K | Reduce -16.2% |
| JMHI JPMorgan High Yield Municpl | 0.17% | 9,934 | $499K | Add +111.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,600 | $497K | Reduce -1.9% |
| DFUS Dimensional US Eq MKT ETF | 0.16% | 6,631 | $492K | No change |
| GEV GE Vernova Inc. | 0.16% | 733 | $479K | Reduce -17.4% |
| CSCO Cisco Systems Inc. | 0.16% | 6,128 | $472K | Add +15.0% |
| TSLA Tesla Inc. | 0.15% | 1,023 | $460K | Add +15.1% |
| ABBV Abbvie Inc. | 0.15% | 1,976 | $451K | Reduce -8.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 1,449 | $438K | Reduce -1.0% |
| SGOL Abrdn Physical Gold Shares | 0.14% | 10,318 | $424K | Add +3.9% |
| KO The Coca-Cola Co. | 0.14% | 6,001 | $420K | Add +9.8% |
| VPLS Vanguard Core-Plus Bond ETF | 0.14% | 5,224 | $408K | New |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.14% | 7,168 | $403K | Reduce -2.5% |
| VHT Vanguard Health Care ETF | 0.13% | 1,382 | $398K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.13% | 4,055 | $389K | No change |
| PG The Procter & Gamble Co. | 0.12% | 2,538 | $364K | Add +0.5% |
| AMAT Applied Materials Inc. | 0.12% | 1,407 | $362K | Add +12.6% |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | 0.12% | 5,892 | $361K | Reduce -23.4% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 3,761 | $358K | No change |
| TT Trane Technologies PLC | 0.12% | 910 | $354K | Reduce -24.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,183 | $350K | Add +11.2% |
| SBAC SBA Communications Corp. | 0.11% | 1,750 | $339K | No change |
| BA The Boeing Co. | 0.11% | 1,470 | $319K | Add +14.4% |
| HDV iShares Core High Dividend E | 0.10% | 2,527 | $307K | No change |
| CAT Caterpillar Inc. | 0.10% | 528 | $303K | Add +2.1% |
| HD Home Depot Inc. | 0.10% | 864 | $297K | Reduce -13.1% |
| VNQ Vanguard Real Estate ETF | 0.10% | 3,334 | $295K | Add +4.7% |
| IGM iShares Expanded Tech Sector | 0.10% | 2,279 | $294K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.81 |
| MSFT Microsoft Corp. | Reduce -1.4% | 7.80% | −0.57 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.30 |
| VOTE TCW Transform 500 ETF | Reduce -17.4% | 1.43% | −0.24 |
| PFF iShares Preferred & Income S | Reduce -26.1% | 0.42% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.8% | 4.93% | −0.15 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.13 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.08 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.08 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.08 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.08 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.08 |
| STE Steris PLC | Sold out | 0.00% | −0.08 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.07 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.07 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.07 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.07 |
| PM Philip Morris International | Sold out | 0.00% | −0.07 |
| O Realty Income Corp. | Sold out | 0.00% | −0.07 |
| AVGO Broadcom Inc. | Reduce -18.6% | 0.43% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -19.6% | 0.27% | −0.05 |
| TT Trane Technologies PLC | Reduce -24.3% | 0.12% | −0.05 |
| PGF Invesco Financial Preferred | Sold out | 0.00% | −0.05 |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | Reduce -23.4% | 0.12% | −0.04 |
| DFAC Dimensional US Core Equity 2 | Reduce -7.1% | 1.10% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -8.3% | 0.19% | −0.04 |
| V Visa Inc. Class A | Reduce -15.5% | 0.28% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.1% | 0.88% | −0.04 |
| HD Home Depot Inc. | Reduce -13.1% | 0.10% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -26.5% | 0.09% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -18.0% | 0.09% | −0.02 |
| GEV GE Vernova Inc. | Reduce -17.4% | 0.16% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -21.0% | 0.08% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -31.2% | 0.08% | −0.02 |
| TJX TJX Companies Inc. | Reduce -22.7% | 0.09% | −0.02 |
| WMT Walmart Inc. | Reduce -15.2% | 0.21% | −0.02 |
| PGX Invesco Preferred ETF | Reduce -27.4% | 0.04% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.8% | 0.66% | −0.02 |
| ABBV Abbvie Inc. | Reduce -8.8% | 0.15% | −0.01 |
| PEY Invesco High Yield Equity Di | Reduce -11.4% | 0.08% | −0.01 |
| JCI Johnson Controls Internation | Reduce -21.2% | 0.07% | −0.01 |
| LGLV SPDR US LC Low Vol Idx | Reduce -2.2% | 0.41% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.0% | 0.19% | −0.01 |
| ETHO Amplify Etho Climate Leaders | Reduce -13.9% | 0.08% | −0.01 |
| CVX Chevron Corp. | Reduce -10.2% | 0.07% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.8% | 0.87% | −0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -8.1% | 0.07% | −0.01 |
| CRM Salesforce Inc. | Reduce -15.8% | 0.08% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.8% | 13.02% | +0.92 |
| IVV iShares Core S&P 500 ETF | Add +407.3% | 0.53% | +0.43 |
| IDVO Amplify CWP Intl Enh DVD Inc. | Add +272.2% | 0.51% | +0.38 |
| PWRD TCW Transform Systems ETF | Add +111.8% | 0.71% | +0.37 |
| AAPL Apple Inc. | Add +0.6% | 4.42% | +0.35 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +0.4% | 5.91% | +0.30 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 5.23% | +0.29 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.3% | 3.61% | +0.20 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 8.36% | +0.20 |
| NVDA Nvidia Corp. | Add +15.8% | 1.11% | +0.16 |
| PSK SS SPDR Ice Pref Sec ETF | Add +131.6% | 0.29% | +0.16 |
| VPLS Vanguard Core-Plus Bond ETF | New | 0.14% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 1.97% | +0.13 |
| CSPF C&S Pref & Income Active ETF | Add +53.7% | 0.37% | +0.13 |
| PYLD PIMCO Multisector Bond Actv | Add +83.3% | 0.27% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +51.6% | 0.33% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.3% | 0.93% | +0.11 |
| CVIE Cal Intl Responsible Index | Add +10.5% | 0.76% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +140.3% | 0.18% | +0.11 |
| JMHI JPMorgan High Yield Municpl | Add +111.0% | 0.17% | +0.09 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.04% | +0.08 |
| LDUR PIMCO Enhanced Low Duration | New | 0.07% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +6.1% | 1.06% | +0.07 |
| DE Deere & Co. | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +9.3% | 0.22% | +0.06 |
| INEQ Columbia Intl Eqty Inc. ETF | Add +6.9% | 0.70% | +0.05 |
| RAFE PIMCO Rafi ESG US ETF | Add +0.8% | 0.89% | +0.04 |
| WFC Wells Fargo & Co. | Add +4.3% | 0.28% | +0.04 |
| CSCO Cisco Systems Inc. | Add +15.0% | 0.16% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +21.0% | 0.19% | +0.04 |
| AMAT Applied Materials Inc. | Add +12.6% | 0.12% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +8.7% | 0.21% | +0.03 |
| XOM Exxon Mobil Corp. | Add +2.3% | 0.29% | +0.03 |
| RTX RTX Corp. | Add +24.1% | 0.09% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.7% | 0.32% | +0.03 |
| TSLA Tesla Inc. | Add +15.1% | 0.15% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.67% | +0.02 |
| SGOL Abrdn Physical Gold Shares | Add +3.9% | 0.14% | +0.02 |
| KO The Coca-Cola Co. | Add +9.8% | 0.14% | +0.02 |
| CAT Caterpillar Inc. | Add +2.1% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +11.2% | 0.12% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +2.5% | 0.57% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +3.3% | 0.31% | +0.02 |
| BA The Boeing Co. | Add +14.4% | 0.11% | +0.02 |
| VHT Vanguard Health Care ETF | Add +0.1% | 0.13% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.30% | +0.01 |
| AMLP Alerian MLP ETF | Add +16.3% | 0.08% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.0% | 0.37% | +0.01 |
| SBUX Starbucks Corp. | Add +2.5% | 0.32% | +0.01 |
| SPHD Invesco S&P 500 High Dividen | Add +5.9% | 0.19% | +0.01 |
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 |