Financial Insights, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 25, 2026), Financial Insights, Inc. reported 146 stock positions worth $368.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 12.9% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 8.3%) and Xtrackers MSCI Eafe Hedged E (DBEF, 6.0%). Compared with Q1 2026, it opened 20 new positions, sold out of 4, added to 48 and reduced 49. The biggest buy was a new position in Avantis US LG Cap Eq ETF (AVLC) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −22%).

Most Recent 13F
Q2 2026
Location
TACOMA, WA
CIK
0001642058
Portfolio Value
$368.9M (Q2 2026)
SEC Filing
0001642058-26-000005 ↗ filed Aug 25, 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 Q1 2026 Q2 2026: $368.9M $368.9M Q2 2026

Holdings 146 stocks · $368.9M
SPYM Ste STR SPDR PT S&P 500 ETF 12.92% 542,614 $47.7M Add +1.3%
SCHD Schwab US DVD Equity ETF 8.30% 965,398 $30.6M Add +2.6%
DBEF Xtrackers MSCI Eafe Hedged E 5.96% 402,788 $22.0M Add +1.5%
QQQ Invesco QQQ Trust Series 1 5.95% 29,790 $21.9M Add +6.8%
AVLC Avantis US LG Cap Eq ETF 5.03% 206,355 $18.6M New
MSFT Microsoft Corp. 4.66% 46,108 $17.2M Add +1.1%
SPSM SS SPDR P S&P 600 Small Cap 4.35% 278,497 $16.1M Add +10.9%
AAPL Apple Inc. 3.87% 49,296 $14.3M Reduce -0.0%
VUG Vanguard Mrngstar GR ETF-Sui 3.49% 149,643 $12.9M Reduce -9.8%
SPEM State Street SP PTF Em ETF 2.27% 161,493 $8.4M Add +0.0%
VEA Vanguard Ftse Developed ETF 1.79% 92,812 $6.6M Add +0.1%
XLK SS Technology Select Sector 1.67% 32,275 $6.1M Reduce -1.8%
VB Vanguard Most SM-Cap ETF-Usd 1.66% 20,176 $6.1M Reduce -4.4%
BRK.B Berkshire Hathaway Inc. Class B 1.65% 12,157 $6.1M Reduce -21.5%
VIG Vanguard Dividend Apprec ETF 1.38% 21,545 $5.1M Reduce -3.6%
SPDW Ste STR SPDR PT DW Eu ETF 1.28% 93,637 $4.7M Reduce -0.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.16% 12,461 $4.3M Add +1.4%
VOTE TCW Transform 500 ETF 1.12% 46,806 $4.1M Reduce -7.5%
AMZN Amazon.com Inc. 1.07% 16,536 $3.9M Add +5.8%
DIVO Amplify CWP Enhan Divid ETF 0.94% 75,545 $3.5M Add +0.8%
VTI VG Morningstar TS MKT ETF-US 0.91% 9,035 $3.3M Add +1.9%
NVDA Nvidia Corp. 0.90% 16,681 $3.3M Add +1.3%
DFAC Dimensional US Core Equity 2 0.88% 72,907 $3.2M Reduce -6.8%
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 0.80% 61,530 $2.9M Reduce -2.5%
PWRD TCW Transform Systems ETF 0.74% 22,209 $2.7M Reduce -2.8%
DON Wisdomtree US Midcap Dividen 0.74% 48,305 $2.7M Reduce -2.5%
CVIE Cal Intl Responsible Index 0.74% 31,990 $2.7M Reduce -0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.68% 31,180 $2.5M Reduce -8.8%
DGRO iShares Core Dividend Growth 0.67% 32,636 $2.5M Reduce -1.1%
COST Costco Wholesale Corp. 0.67% 2,632 $2.5M Add +1.1%
PRCS Parnassus Core Select ETF 0.64% 82,368 $2.4M Reduce -37.7%
NULG Nuveen ESG LRG-Cap GRW ETF 0.62% 19,500 $2.3M Reduce -3.5%
IDVO Amplify CWP Intl Enh DVD Inc. 0.62% 54,234 $2.3M Add +7.1%
VYM Vanguard High DVD Yield ETF 0.60% 14,068 $2.2M No change
INEQ Columbia Intl Eqty Inc. ETF 0.60% 57,093 $2.2M Add +1.8%
VEU Vanguard Ftse All-World Ex-U 0.55% 24,238 $2.0M No change
MUB iShares National Muni Bond E 0.53% 18,241 $2.0M Reduce -17.1%
DSI iShares ESG MSCI KLD 400 ETF 0.53% 13,724 $2.0M Reduce -3.0%
VWO Vanguard Ftse Emerging Marke 0.51% 31,571 $1.9M Reduce -0.3%
QUAL iShares MSCI USA Quality Fac 0.40% 6,792 $1.5M Reduce -6.2%
IVV iShares Core S&P 500 ETF 0.40% 1,956 $1.5M Add +4.3%
PFF iShares Preferred & Income S 0.39% 47,116 $1.4M Add +5.3%
GOOGL Alphabet Inc. Class A 0.39% 3,993 $1.4M Add +23.2%
AVGO Broadcom Inc. 0.37% 3,586 $1.4M Reduce -6.9%
XLI SS Industrial Select Sector 0.36% 7,148 $1.3M No change
LGLV SPDR US LC Low Vol Idx 0.34% 6,905 $1.3M Reduce -0.7%
DFAS Dimensional US Small Cap ETF 0.34% 15,169 $1.2M Reduce -5.1%
AMD Advanced Micro Devices 0.33% 2,106 $1.2M Reduce -5.3%
CSPF C&S Pref & Income Active ETF 0.33% 46,903 $1.2M Reduce -2.2%
AMAT Applied Materials Inc. 0.30% 1,536 $1.1M Add +5.6%
IJH iShares Core S&P Midcap ETF 0.30% 14,398 $1.1M Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.30% 1,615 $1.1M Add +0.2%
SPYV SS SPDR P S&P 500 Value ETF 0.30% 18,245 $1.1M Add +2.4%
SBUX Starbucks Corp. 0.29% 10,502 $1.1M Reduce -3.0%
PSK SS SPDR Ice Pref Sec ETF 0.29% 34,845 $1.1M Add +8.6%
JPM JPMorgan Chase & Co. 0.27% 3,089 $1.0M Add +24.2%
LLY Eli Lilly & Co. 0.27% 817 $980K Add +4.3%
VGT Vanguard Info Tech ETF 0.25% 7,668 $916K Reduce -21.0%
CSCO Cisco Systems Inc. 0.24% 7,459 $876K Add +19.9%
JNJ Johnson & Johnson 0.23% 3,380 $858K Add +1.0%
PJIO Pgim JNSN FCSD Int Eq ETF-Ui 0.22% 11,843 $825K Add +14.5%
GEV GE Vernova Inc. 0.22% 699 $821K Reduce -1.4%
PYLD PIMCO Multisector Bond Actv 0.22% 30,632 $812K Add +0.1%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.22% 16,990 $811K No change
V Visa Inc. Class A 0.21% 2,255 $774K Reduce -5.7%
IWF iShares Russell 1000 Growth 0.21% 6,225 $773K Reduce -5.6%
BLDX Impax Global Sustainable Inf 0.21% 29,228 $762K Reduce -1.9%
VPLS Vanguard Core-Plus Bond ETF 0.20% 9,745 $756K Add +53.4%
IWD iShares Russell 1000 Value E 0.20% 3,078 $746K No change
GOOG Alphabet Inc. Class C 0.19% 2,034 $719K Reduce -1.2%
STX Seagate Technology Holdings 0.19% 732 $706K New
VYMI Vanguard Int High DVD YLD Inc. 0.19% 7,008 $688K No change
IJR iShares Core S&P Small-Cap E 0.18% 4,594 $681K Reduce -17.9%
WFC Wells Fargo & Co. 0.18% 8,055 $666K Reduce -8.0%
SFBC Sound Financial Bancorp Inc. 0.17% 14,897 $642K No change
WMT Walmart Inc. 0.17% 5,569 $631K Reduce -0.1%
SPHD Invesco S&P 500 High Dividen 0.17% 12,350 $628K No change
MCD McDonald's Corp. 0.16% 2,212 $598K Reduce -3.5%
KO The Coca-Cola Co. 0.16% 7,201 $585K Add +23.5%
CAT Caterpillar Inc. 0.15% 537 $571K Add +1.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.15% 2,505 $546K No change
DFUS Dimensional US Eq MKT ETF 0.15% 6,631 $543K No change
ACWI iShares MSCI Acwi ETF 0.15% 3,423 $537K New
INTC Intel Corp. 0.15% 3,841 $536K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.14% 1,441 $527K Reduce -0.6%
ABBV Abbvie Inc. 0.14% 2,083 $524K Add +2.2%
IWP iShares Russell Mid-Cap Grow 0.14% 3,522 $516K Reduce -10.2%
JMHI JPMorgan High Yield Municpl 0.14% 9,946 $504K Add +6.8%
TQQQ Proshares Ultrapro QQQ 0.14% 6,161 $499K Add +15.5%
META Meta Platforms Inc. Class A 0.13% 879 $495K Add +2.7%
IVW iShares S&P 500 Growth ETF 0.13% 3,526 $485K No change
GE General Electric filed as GE AEROSPACE 0.13% 1,297 $485K Add +57.4%
TSLA Tesla Inc. 0.13% 1,119 $471K No change
SPYX SS SPDR S&P 500 Foss FL ETF 0.12% 7,168 $438K No change
EFA iShares MSCI Eafe ETF 0.12% 4,158 $432K No change
GLD SPDR Gold Shares 0.12% 1,170 $431K Add +5.4%
VHT Vanguard Health Care ETF 0.11% 1,417 $424K No change
NFLX Netflix Inc. 0.11% 5,670 $405K No change
GLW Corning Inc. 0.11% 1,580 $404K New
SMH Vaneck Semiconductor ETF 0.11% 611 $401K Reduce -17.0%
SGOL Abrdn Physical Gold Shares 0.11% 10,318 $394K No change
BA The Boeing Co. 0.10% 1,784 $386K Add +17.8%
PG The Procter & Gamble Co. 0.10% 2,575 $378K Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,325 $373K Add +12.0%
ESGD iShares Trust iShares ESG Aw 0.10% 3,555 $365K Reduce -5.3%
HDV iShares Core High Dividend E 0.09% 12,635 $346K No change
LDUR PIMCO Enhanced Low Duration 0.09% 3,527 $337K Add +1.4%
MNST Monster Beverage Corp. 0.09% 3,495 $336K Add +16.5%
TT Trane Technologies PLC 0.09% 681 $334K Reduce -2.3%
VNQ Vanguard Real Estate ETF 0.09% 3,435 $331K Add +0.0%
UPRO Proshares Ultrapro S&P 500 0.09% 2,251 $319K New
SCHB Schwab US Broad Market ETF 0.09% 10,995 $318K New
VZ Verizon Communications Inc. 0.08% 7,323 $310K Add +17.4%
SBAC SBA Communications Corp. 0.08% 1,750 $309K No change
MU Micron Technology Inc. 0.08% 257 $297K New
RTX RTX Corp. 0.08% 1,527 $290K No change
SUSA iShares ESG Optimized MSCI U 0.08% 1,840 $284K No change
ETHO Amplify Etho Climate Leaders 0.07% 3,406 $275K Reduce -1.7%
DE Deere & Co. 0.07% 433 $274K Add +0.2%
NUSC Nuveen ESG Small-Cap ETF 0.07% 5,250 $274K No change
EZM Wisdomtree US Midcap Fund 0.07% 3,563 $270K No change
PEY Invesco High Yield Equity Di 0.07% 11,600 $269K No change
EMNT PIMCO Enhcd St M-Active ESG 0.07% 2,715 $269K No change
DFUV Dimensional US Marketwide Va 0.07% 4,852 $267K No change
SDY SS SPDR S&P Dividend ETF 0.07% 1,714 $261K No change
AMLP Alerian MLP ETF 0.07% 5,029 $261K Add +0.4%
IGM iShares Expanded Tech Sector 0.07% 1,589 $260K Reduce -30.3%
UNH Unitedhealth Group Inc. 0.07% 603 $251K New
MCK McKesson Corp. 0.07% 330 $249K New
JCI Johnson Controls Internation 0.07% 1,682 $246K Reduce -2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 1,596 $242K Reduce -1.7%
IQV Iqvia Holdings Inc. 0.07% 1,250 $242K New
WM Waste Management Inc. 0.07% 1,080 $241K No change
HPE Hewlett Packard Enterprise 0.06% 5,254 $237K New
IAU iShares Gold Trust 0.06% 3,123 $236K New
CB Chubb Ltd. 0.06% 683 $233K New
NXPI NXP Semiconductors NV 0.06% 823 $231K New
CVX Chevron Corp. 0.06% 1,372 $227K Reduce -56.0%
IYT iShares US Transportation Et 0.06% 2,613 $227K New
MRK Merck & Co. Inc. 0.06% 1,764 $227K New
HYMB SS SPDR N Ice HY Muni ETF 0.06% 8,479 $216K New
NUDM Nuveen ESG Intl Devel MRK Eq 0.06% 5,387 $216K Reduce -8.9%
ORCL Oracle Corp. 0.06% 1,450 $212K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 277 $207K New
ADI Analog Devices Inc. 0.06% 513 $204K New
PGX Invesco Preferred ETF 0.03% 10,600 $115K No change
Lines left out (1) · $11.0M — a value with no share or principal amount
SecurityClassSharesValue
CASH Pathward Financial Inc. COM0$11.0M

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $379.9M.

Portfolio Sells Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -21.5% 1.65% −0.76
PRCS Parnassus Core Select ETF Reduce -37.7% 0.64% −0.43
VUG Vanguard Mrngstar GR ETF-Sui Reduce -9.8% 3.49% −0.42
XOM Exxon Mobil Corp. Sold out 0.00% −0.39
MUB iShares National Muni Bond E Reduce -17.1% 0.53% −0.22
AAPL Apple Inc. Reduce -0.0% 3.87% −0.19
VIG Vanguard Dividend Apprec ETF Reduce -3.6% 1.38% −0.18
CVX Chevron Corp. Reduce -56.0% 0.06% −0.15
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.4% 1.66% −0.13
VOTE TCW Transform 500 ETF Reduce -7.5% 1.12% −0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -8.8% 0.68% −0.11
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.2% 1.28% −0.11
DFAC Dimensional US Core Equity 2 Reduce -6.8% 0.88% −0.11
DON Wisdomtree US Midcap Dividen Reduce -2.5% 0.74% −0.10
HD Home Depot Inc. Sold out 0.00% −0.09
DGRO iShares Core Dividend Growth Reduce -1.1% 0.67% −0.08
AVUV Avantis US Small Cap Value Sold out 0.00% −0.08
MCD McDonald's Corp. Reduce -3.5% 0.16% −0.07
CSPF C&S Pref & Income Active ETF Reduce -2.2% 0.33% −0.07
FANG Diamondback Energy Inc. Sold out 0.00% −0.07
LGLV SPDR US LC Low Vol Idx Reduce -0.7% 0.34% −0.06
WMT Walmart Inc. Reduce -0.1% 0.17% −0.05
RAFE PIMCO Rafi ESG US ETF Reduce -2.5% 0.80% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -6.2% 0.40% −0.05
WFC Wells Fargo & Co. Reduce -8.0% 0.18% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -0.3% 0.51% −0.04
BLDX Impax Global Sustainable Inf Reduce -1.9% 0.21% −0.04
IJR iShares Core S&P Small-Cap E Reduce -17.9% 0.18% −0.04
DFAS Dimensional US Small Cap ETF Reduce -5.1% 0.34% −0.03
DSI iShares ESG MSCI KLD 400 ETF Reduce -3.0% 0.53% −0.03
VGT Vanguard Info Tech ETF Reduce -21.0% 0.25% −0.03
V Visa Inc. Class A Reduce -5.7% 0.21% −0.02
SBUX Starbucks Corp. Reduce -3.0% 0.29% −0.02
IWP iShares Russell Mid-Cap Grow Reduce -10.2% 0.14% −0.02
CVIE Cal Intl Responsible Index Reduce -0.7% 0.74% −0.02
AVGO Broadcom Inc. Reduce -6.9% 0.37% −0.02
TJX TJX Companies Inc. Reduce -1.7% 0.07% −0.02
IWF iShares Russell 1000 Growth Reduce -5.6% 0.21% −0.02
IJH iShares Core S&P Midcap ETF Reduce -1.2% 0.30% −0.02
ESGD iShares Trust iShares ESG Aw Reduce -5.3% 0.10% −0.02
IGM iShares Expanded Tech Sector Reduce -30.3% 0.07% −0.02
NUDM Nuveen ESG Intl Devel MRK Eq Reduce -8.9% 0.06% −0.01
JCI Johnson Controls Internation Reduce -2.0% 0.07% −0.01
TT Trane Technologies PLC Reduce -2.3% 0.09% −0.00
ETHO Amplify Etho Climate Leaders Reduce -1.7% 0.07% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.6% 0.14% +0.00
GOOG Alphabet Inc. Class C Reduce -1.2% 0.19% +0.00
PWRD TCW Transform Systems ETF Reduce -2.8% 0.74% +0.02
SMH Vaneck Semiconductor ETF Reduce -17.0% 0.11% +0.02
GEV GE Vernova Inc. Reduce -1.4% 0.22% +0.02

Portfolio Buys Q1 2026 → Q2 2026
AVLC Avantis US LG Cap Eq ETF New 5.03% +5.03
QQQ Invesco QQQ Trust Series 1 Add +6.8% 5.95% +0.73
SPSM SS SPDR P S&P 600 Small Cap Add +10.9% 4.35% +0.42
STX Seagate Technology Holdings New 0.19% +0.19
ACWI iShares MSCI Acwi ETF New 0.15% +0.15
INTC Intel Corp. New 0.15% +0.15
AMAT Applied Materials Inc. Add +5.6% 0.30% +0.14
GLW Corning Inc. New 0.11% +0.11
UPRO Proshares Ultrapro S&P 500 New 0.09% +0.09
SCHB Schwab US Broad Market ETF New 0.09% +0.09
GOOGL Alphabet Inc. Class A Add +23.2% 0.39% +0.08
CSCO Cisco Systems Inc. Add +19.9% 0.24% +0.08
MU Micron Technology Inc. New 0.08% +0.08
UNH Unitedhealth Group Inc. New 0.07% +0.07
MCK McKesson Corp. New 0.07% +0.07
IQV Iqvia Holdings Inc. New 0.07% +0.07
HPE Hewlett Packard Enterprise New 0.06% +0.06
IAU iShares Gold Trust New 0.06% +0.06
TQQQ Proshares Ultrapro QQQ Add +15.5% 0.14% +0.06
CB Chubb Ltd. New 0.06% +0.06
NXPI NXP Semiconductors NV New 0.06% +0.06
IYT iShares US Transportation Et New 0.06% +0.06
MRK Merck & Co. Inc. New 0.06% +0.06
HYMB SS SPDR N Ice HY Muni ETF New 0.06% +0.06
SPY SS SPDR S&P 500 ETF Trust-US New 0.06% +0.06
GE General Electric Add +57.4% 0.13% +0.06
ADI Analog Devices Inc. New 0.06% +0.06
VPLS Vanguard Core-Plus Bond ETF Add +53.4% 0.20% +0.05
PJIO Pgim JNSN FCSD Int Eq ETF-Ui Add +14.5% 0.22% +0.04
JPM JPMorgan Chase & Co. Add +24.2% 0.27% +0.04
CAT Caterpillar Inc. Add +1.5% 0.15% +0.03
LLY Eli Lilly & Co. Add +4.3% 0.27% +0.03
MNST Monster Beverage Corp. Add +16.5% 0.09% +0.02
KO The Coca-Cola Co. Add +23.5% 0.16% +0.01
AMZN Amazon.com Inc. Add +5.8% 1.07% +0.01
IBM Intl Business Machines Corp. Add +12.0% 0.10% +0.01
BA The Boeing Co. Add +17.8% 0.10% +0.01
IVV iShares Core S&P 500 ETF Add +4.3% 0.40% +0.00
ABBV Abbvie Inc. Add +2.2% 0.14% −0.00
DE Deere & Co. Add +0.2% 0.07% −0.00
VNQ Vanguard Real Estate ETF Add +0.0% 0.09% −0.01
ORCL Oracle Corp. Add +0.3% 0.06% −0.01
VOO Vanguard S&P 500 ETF Add +0.2% 0.30% −0.01
JMHI JPMorgan High Yield Municpl Add +6.8% 0.14% −0.01
AMLP Alerian MLP ETF Add +0.4% 0.07% −0.01
VTI VG Morningstar TS MKT ETF-US Add +1.9% 0.91% −0.02
LDUR PIMCO Enhanced Low Duration Add +1.4% 0.09% −0.02
PG The Procter & Gamble Co. Add +1.0% 0.10% −0.02
VZ Verizon Communications Inc. Add +17.4% 0.08% −0.02
META Meta Platforms Inc. Class A Add +2.7% 0.13% −0.02

Notes & Other Activity Q1 2026 → Q2 2026
CASH Pathward Financial Inc. COM New 0 $11.0M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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