Financial Insights, Inc. — 13F holdings
Financial Insights, Inc. reported 147 holdings worth $380M in its 13F filing for Q2 2026, filed August 25, 2026.
Largest positions
- SPYM SPDR SERIES TRUST — $47.7M (12.6%)
- SCHD SCHWAB STRATEGIC TR — $30.6M (8.1%)
- DBEF DBX ETF TR — $22.0M (5.8%)
- QQQ Invesco Qqq Tr — $21.9M (5.8%)
- AVLC AMERICAN CENTY ETF TR — $18.6M (4.9%)
- MSFT MICROSOFT CORP — $17.2M (4.5%)
- SPSM SPDR SERIES TRUST — $16.1M (4.2%)
- AAPL APPLE INC — $14.3M (3.8%)
- VUG VANGUARD INDEX FDS — $12.9M (3.4%)
- SPEM SPDR INDEX SHS FDS — $8.36M (2.2%)