Financial Insights, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 19, 2026), Financial Insights, Inc. reported 130 stock positions worth $308.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.3% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 9.4%) and Xtrackers MSCI Eafe Hedged E (DBEF, 6.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 6, added to 54 and reduced 45. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- TACOMA, WA
- CIK
- 0001642058
- Portfolio Value
- $308.6M (Q1 2026)
- SEC Filing
- 0001642058-26-000004 ↗ filed May 19, 2026
Holdings Value
Holdings 130 stocks · $308.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.28% | 535,431 | $41.0M | Add +10.6% |
| SCHD Schwab US DVD Equity ETF | 9.36% | 941,050 | $28.9M | Add +3.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 6.35% | 396,701 | $19.6M | Add +8.2% |
| MSFT Microsoft Corp. | 5.47% | 45,626 | $16.9M | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 5.22% | 27,889 | $16.1M | Add +9.7% |
| AAPL Apple Inc. | 4.06% | 49,313 | $12.5M | Add +1.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.93% | 251,186 | $12.1M | Add +9.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.91% | 27,656 | $12.1M | Reduce -8.2% |
| SPEM State Street SP PTF Em ETF | 2.45% | 161,469 | $7.6M | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.41% | 15,491 | $7.4M | New |
| VEA Vanguard Ftse Developed ETF | 1.93% | 92,757 | $5.9M | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.79% | 21,110 | $5.5M | Reduce -3.6% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 22,357 | $4.8M | Add +0.2% |
| XLK SS Technology Select Sector | 1.42% | 32,875 | $4.4M | Add +0.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.39% | 93,812 | $4.3M | Reduce -0.1% |
| VOTE TCW Transform 500 ETF | 1.25% | 50,610 | $3.9M | Reduce -4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.19% | 12,284 | $3.7M | Reduce -0.7% |
| DIVO Amplify CWP Enhan Divid ETF | 1.09% | 74,920 | $3.4M | Add +5.8% |
| PRCS Parnassus Core Select ETF | 1.07% | 132,218 | $3.3M | Add +14.9% |
| AMZN Amazon.com Inc. | 1.05% | 15,630 | $3.3M | Add +16.1% |
| DFAC Dimensional US Core Equity 2 | 0.98% | 78,195 | $3.0M | Reduce -5.7% |
| NVDA Nvidia Corp. | 0.93% | 16,462 | $2.9M | Reduce -7.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 8,870 | $2.8M | Add +7.5% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.85% | 63,112 | $2.6M | Add +0.0% |
| DON Wisdomtree US Midcap Dividen | 0.84% | 49,551 | $2.6M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.84% | 2,603 | $2.6M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 8,542 | $2.5M | Reduce -5.9% |
| CVIE Cal Intl Responsible Index | 0.76% | 32,223 | $2.3M | Add +0.7% |
| MUB iShares National Muni Bond E | 0.76% | 21,991 | $2.3M | Reduce -8.1% |
| DGRO iShares Core Dividend Growth | 0.75% | 33,010 | $2.3M | Reduce -1.4% |
| PWRD TCW Transform Systems ETF | 0.72% | 22,848 | $2.2M | Add +4.0% |
| INEQ Columbia Intl Eqty Inc. ETF | 0.71% | 56,101 | $2.2M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.68% | 14,068 | $2.1M | Add +1.4% |
| IDVO Amplify CWP Intl Enh DVD Inc. | 0.66% | 50,659 | $2.1M | Add +27.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.60% | 20,202 | $1.8M | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.59% | 24,238 | $1.8M | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.56% | 14,151 | $1.7M | Reduce -5.2% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 31,671 | $1.7M | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 7,237 | $1.4M | Reduce -0.9% |
| PFF iShares Preferred & Income S | 0.44% | 44,766 | $1.4M | Add +10.9% |
| LGLV SPDR US LC Low Vol Idx | 0.40% | 6,951 | $1.2M | Reduce -1.3% |
| CSPF C&S Pref & Income Active ETF | 0.40% | 47,977 | $1.2M | Add +13.5% |
| IVV iShares Core S&P 500 ETF | 0.40% | 1,875 | $1.2M | Reduce -18.2% |
| XOM Exxon Mobil Corp. | 0.39% | 7,155 | $1.2M | Reduce -1.8% |
| AVGO Broadcom Inc. | 0.39% | 3,850 | $1.2M | Add +4.9% |
| XLI SS Industrial Select Sector | 0.37% | 7,148 | $1.2M | Add +2.5% |
| DFAS Dimensional US Small Cap ETF | 0.37% | 15,979 | $1.1M | Reduce -0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.33% | 17,818 | $1.0M | Add +6.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.32% | 32,095 | $990K | Add +16.2% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 14,573 | $984K | Reduce -3.6% |
| SBUX Starbucks Corp. | 0.31% | 10,827 | $970K | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,612 | $963K | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,242 | $932K | New |
| VGT Vanguard Info Tech ETF | 0.27% | 1,213 | $846K | Add +0.2% |
| JNJ Johnson & Johnson | 0.27% | 3,348 | $818K | Add +2.6% |
| PYLD PIMCO Multisector Bond Actv | 0.26% | 30,607 | $802K | Add +3.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.25% | 16,990 | $773K | Reduce -0.6% |
| BLDX Impax Global Sustainable Inf | 0.25% | 29,782 | $764K | New |
| JPM JPMorgan Chase & Co. | 0.24% | 2,487 | $732K | Reduce -0.5% |
| V Visa Inc. Class A | 0.23% | 2,390 | $722K | No change |
| LLY Eli Lilly & Co. | 0.23% | 783 | $720K | Add +13.6% |
| MCD McDonald's Corp. | 0.23% | 2,292 | $712K | Add +4.6% |
| IWF iShares Russell 1000 Growth | 0.23% | 1,649 | $703K | Reduce -1.0% |
| WFC Wells Fargo & Co. | 0.23% | 8,755 | $697K | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 5,594 | $695K | Add +21.8% |
| WMT Walmart Inc. | 0.22% | 5,576 | $693K | Reduce -0.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 7,008 | $660K | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.21% | 3,078 | $658K | Reduce -6.5% |
| SFBC Sound Financial Bancorp Inc. | 0.21% | 14,897 | $651K | No change |
| CVX Chevron Corp. | 0.21% | 3,122 | $646K | Add +123.5% |
| GEV GE Vernova Inc. | 0.20% | 709 | $619K | Reduce -3.3% |
| SPHD Invesco S&P 500 High Dividen | 0.20% | 12,350 | $613K | Add +6.0% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,059 | $591K | No change |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | 0.19% | 10,344 | $573K | Add +75.6% |
| NFLX Netflix Inc. | 0.18% | 5,670 | $545K | Reduce -11.0% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 3,922 | $502K | Reduce -3.9% |
| AMAT Applied Materials Inc. | 0.16% | 1,455 | $497K | Add +3.4% |
| VPLS Vanguard Core-Plus Bond ETF | 0.16% | 6,352 | $493K | Add +21.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 2,505 | $491K | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.16% | 856 | $490K | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 0.16% | 6,220 | $483K | Add +1.5% |
| GLD SPDR Gold Shares | 0.15% | 1,110 | $478K | New |
| DFUS Dimensional US Eq MKT ETF | 0.15% | 6,631 | $470K | No change |
| JMHI JPMorgan High Yield Municpl | 0.15% | 9,309 | $464K | Reduce -6.3% |
| SGOL Abrdn Physical Gold Shares | 0.15% | 10,318 | $460K | No change |
| AMD Advanced Micro Devices | 0.15% | 2,225 | $453K | Reduce -7.3% |
| KO The Coca-Cola Co. | 0.14% | 5,832 | $444K | Reduce -2.8% |
| ABBV Abbvie Inc. | 0.14% | 2,038 | $443K | Add +3.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 1,449 | $438K | No change |
| TSLA Tesla Inc. | 0.13% | 1,119 | $416K | Add +9.4% |
| EFA iShares MSCI Eafe ETF | 0.13% | 4,158 | $404K | Add +2.5% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 3,526 | $399K | Reduce -21.9% |
| VHT Vanguard Health Care ETF | 0.13% | 1,417 | $386K | Add +2.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.12% | 7,168 | $380K | No change |
| CAT Caterpillar Inc. | 0.12% | 529 | $375K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.12% | 2,549 | $368K | Add +0.4% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 3,753 | $359K | Reduce -0.2% |
| HDV iShares Core High Dividend E | 0.11% | 2,527 | $343K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.11% | 3,478 | $333K | Add +53.3% |
| VZ Verizon Communications Inc. | 0.10% | 6,237 | $313K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -5.2% | 5.47% | −2.33 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.2% | 3.91% | −1.01 |
| NVDA Nvidia Corp. | Reduce -7.4% | 0.93% | −0.18 |
| VOTE TCW Transform 500 ETF | Reduce -4.9% | 1.25% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -18.2% | 0.40% | −0.13 |
| DFAC Dimensional US Core Equity 2 | Reduce -5.7% | 0.98% | −0.12 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.7% | 1.19% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -8.1% | 0.76% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.6% | 1.79% | −0.10 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.09 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.09 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -5.2% | 0.56% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.9% | 0.79% | −0.09 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -21.9% | 0.13% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -2.5% | 0.23% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 1.93% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.23% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.9% | 0.45% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 0.16% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.24% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -1.4% | 0.75% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Reduce -1.6% | 0.84% | −0.03 |
| AMD Advanced Micro Devices | Reduce -7.3% | 0.15% | −0.03 |
| TT Trane Technologies PLC | Reduce -23.4% | 0.09% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.9% | 0.16% | −0.02 |
| NFLX Netflix Inc. | Reduce -11.0% | 0.18% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 0.55% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -6.5% | 0.21% | −0.02 |
| JMHI JPMorgan High Yield Municpl | Reduce -6.3% | 0.15% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.6% | 0.32% | −0.02 |
| LGLV SPDR US LC Low Vol Idx | Reduce -1.3% | 0.40% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.1% | 1.39% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.6% | 0.16% | −0.01 |
| EMNT PIMCO Enhcd St M-Active ESG | Reduce -3.6% | 0.09% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.3% | 0.37% | −0.01 |
| SBUX Starbucks Corp. | Reduce -4.6% | 0.31% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.2% | 0.12% | −0.00 |
| TJX TJX Companies Inc. | Reduce -3.2% | 0.08% | −0.00 |
| ETHO Amplify Etho Climate Leaders | Reduce -0.6% | 0.07% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.2% | 0.08% | −0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -0.6% | 0.25% | +0.00 |
| KO The Coca-Cola Co. | Reduce -2.8% | 0.14% | +0.00 |
| JCI Johnson Controls Internation | Reduce -0.9% | 0.07% | +0.00 |
| INEQ Columbia Intl Eqty Inc. ETF | Reduce -0.2% | 0.71% | +0.01 |
| WMT Walmart Inc. | Reduce -0.2% | 0.22% | +0.02 |
| GEV GE Vernova Inc. | Reduce -3.3% | 0.20% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | New | 2.41% | +2.41 |
| SCHD Schwab US DVD Equity ETF | Add +3.5% | 9.36% | +0.99 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +8.2% | 6.35% | +0.44 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +9.2% | 3.93% | +0.32 |
| GOOGL Alphabet Inc. Class A | New | 0.30% | +0.30 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +10.6% | 13.28% | +0.26 |
| BLDX Impax Global Sustainable Inf | New | 0.25% | +0.25 |
| GLD SPDR Gold Shares | New | 0.15% | +0.15 |
| IDVO Amplify CWP Intl Enh DVD Inc. | Add +27.2% | 0.66% | +0.15 |
| CVX Chevron Corp. | Add +123.5% | 0.21% | +0.14 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.84% | +0.10 |
| VZ Verizon Communications Inc. | New | 0.10% | +0.10 |
| SMH Vaneck Semiconductor ETF | New | 0.09% | +0.09 |
| AVUV Avantis US Small Cap Value | New | 0.08% | +0.08 |
| SPEM State Street SP PTF Em ETF | Add +6.3% | 2.45% | +0.07 |
| FANG Diamondback Energy Inc. | New | 0.07% | +0.07 |
| PJIO Pgim JNSN FCSD Int Eq ETF-Ui | Add +75.6% | 0.19% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +21.8% | 0.23% | +0.04 |
| AMAT Applied Materials Inc. | Add +3.4% | 0.16% | +0.04 |
| JNJ Johnson & Johnson | Add +2.6% | 0.27% | +0.04 |
| LDUR PIMCO Enhanced Low Duration | Add +53.3% | 0.11% | +0.04 |
| PRCS Parnassus Core Select ETF | Add +14.9% | 1.07% | +0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Add +5.8% | 1.09% | +0.03 |
| CSPF C&S Pref & Income Active ETF | Add +13.5% | 0.40% | +0.03 |
| PSK SS SPDR Ice Pref Sec ETF | Add +16.2% | 0.32% | +0.03 |
| VPLS Vanguard Core-Plus Bond ETF | Add +21.6% | 0.16% | +0.02 |
| PFF iShares Preferred & Income S | Add +10.9% | 0.44% | +0.02 |
| CAT Caterpillar Inc. | Add +0.2% | 0.12% | +0.02 |
| PWRD TCW Transform Systems ETF | Add +4.0% | 0.72% | +0.02 |
| AMZN Amazon.com Inc. | Add +16.1% | 1.05% | +0.01 |
| XLI SS Industrial Select Sector | Add +2.5% | 0.37% | +0.01 |
| DE Deere & Co. | Add +0.2% | 0.08% | +0.01 |
| SPHD Invesco S&P 500 High Dividen | Add +6.0% | 0.20% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +6.9% | 0.33% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.4% | 0.68% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +11.1% | 0.31% | +0.01 |
| AMLP Alerian MLP ETF | Add +0.4% | 0.09% | +0.01 |
| MCD McDonald's Corp. | Add +4.6% | 0.23% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1.4% | 0.21% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +2.5% | 0.13% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +3.0% | 0.10% | −0.00 |
| CSCO Cisco Systems Inc. | Add +1.5% | 0.16% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.12% | −0.00 |
| GE General Electric | Add +5.6% | 0.08% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.5% | 0.92% | −0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +3.2% | 0.26% | −0.01 |
| CVIE Cal Intl Responsible Index | Add +0.7% | 0.76% | −0.01 |
| HD Home Depot Inc. | Add +1.3% | 0.09% | −0.01 |
| ABBV Abbvie Inc. | Add +3.1% | 0.14% | −0.01 |
| VHT Vanguard Health Care ETF | Add +2.5% | 0.13% | −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 |