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

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

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
VNQ Vanguard Real Estate ETF 0.10% 3,434 $305K Add +3.0%
BA The Boeing Co. 0.10% 1,514 $301K Add +3.0%
SBAC SBA Communications Corp. 0.10% 1,750 $301K No change
RTX RTX Corp. 0.10% 1,527 $295K No change
TT Trane Technologies PLC 0.09% 697 $290K Reduce -23.4%
HD Home Depot Inc. 0.09% 875 $288K Add +1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,183 $287K No change
SMH Vaneck Semiconductor ETF 0.09% 736 $282K New
IGM iShares Expanded Tech Sector 0.09% 2,279 $270K No change
EMNT PIMCO Enhcd St M-Active ESG 0.09% 2,715 $269K Reduce -3.6%
AMLP Alerian MLP ETF 0.09% 5,010 $264K Add +0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 1,623 $259K Reduce -3.2%
SDY SS SPDR S&P Dividend ETF 0.08% 1,714 $250K No change
PEY Invesco High Yield Equity Di 0.08% 11,600 $248K No change
WM Waste Management Inc. 0.08% 1,080 $248K No change
AVUV Avantis US Small Cap Value 0.08% 2,237 $247K New
DE Deere & Co. 0.08% 432 $243K Add +0.2%
SUSA iShares ESG Optimized MSCI U 0.08% 1,840 $243K No change
EZM Wisdomtree US Midcap Fund 0.08% 3,563 $240K No change
NUSC Nuveen ESG Small-Cap ETF 0.08% 5,250 $237K Reduce -0.2%
DFUV Dimensional US Marketwide Va 0.08% 4,852 $235K No change
GE General Electric filed as GE AEROSPACE 0.08% 824 $234K Add +5.6%
ETHO Amplify Etho Climate Leaders 0.07% 3,466 $229K Reduce -0.6%
JCI Johnson Controls Internation 0.07% 1,716 $225K Reduce -0.9%
TQQQ Proshares Ultrapro QQQ 0.07% 5,333 $222K Add +3.8%
MNST Monster Beverage Corp. 0.07% 3,000 $217K No change
NUDM Nuveen ESG Intl Devel MRK Eq 0.07% 5,916 $214K No change
ORCL Oracle Corp. 0.07% 1,445 $213K No change
FANG Diamondback Energy Inc. 0.07% 1,044 $206K New
PGX Invesco Preferred ETF 0.04% 10,600 $115K No change

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

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