Financial Insights, Inc.

Institutional manager (13F) · CIK 1642058

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $272M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$41M	535,431
2	SCHWAB STRATEGIC TR	$29M	941,050
3	DBX ETF TR	$20M	396,701
4	MICROSOFT CORP	$17M	45,626
5	INVESCO QQQ TR	$16M	27,889
6	APPLE INC	$13M	49,313
7	SPDR SERIES TRUST	$12M	251,186
8	VANGUARD INDEX FDS	$12M	27,656
9	SPDR INDEX SHS FDS	$8M	161,469
10	BERKSHIRE HATHAWAY INC DEL	$7M	15,491
11	VANGUARD TAX-MANAGED FDS	$6M	92,757
12	VANGUARD INDEX FDS	$6M	21,110
13	VANGUARD SPECIALIZED FUNDS	$5M	22,357
14	SELECT SECTOR SPDR TR	$4M	32,875
15	SPDR INDEX SHS FDS	$4M	93,812
16	TCW ETF TRUST	$4M	50,610
17	VANGUARD INDEX FDS	$4M	12,284
18	AMPLIFY ETF TR	$3M	74,920
19	PARNASSUS INCOME FDS	$3M	132,218
20	AMAZON COM INC	$3M	15,630
21	DIMENSIONAL ETF TRUST	$3M	78,195
22	NVIDIA CORPORATION	$3M	16,462
23	VANGUARD INDEX FDS	$3M	8,870
24	PIMCO EQUITY SER	$3M	63,112
25	WISDOMTREE TR	$3M	49,551
26	COSTCO WHOLESALE CORPORATION	$3M	2,603
27	VANGUARD INDEX FDS	$2M	8,542
28	MORGAN STANLEY ETF TRUST	$2M	32,223
29	ISHARES TR	$2M	21,991
30	ISHARES TR	$2M	33,010
31	TCW ETF TRUST	$2M	22,848
32	COLUMBIA ETF TR I	$2M	56,101
33	VANGUARD WHITEHALL FDS	$2M	14,068
34	AMPLIFY ETF TR	$2M	50,659
35	NUSHARES ETF TR	$2M	20,202
36	VANGUARD INTL EQUITY INDEX F	$2M	24,238
37	ISHARES TR	$2M	14,151
38	VANGUARD INTL EQUITY INDEX F	$2M	31,671
39	ISHARES TR	$1M	7,237
40	ISHARES TR	$1M	44,766
41	SPDR SERIES TRUST	$1M	6,951
42	COHEN & STEERS ETF TRUST	$1M	47,977
43	ISHARES TR	$1M	1,875
44	EXXON MOBIL CORP	$1M	7,155
45	BROADCOM INC	$1M	3,850
46	SELECT SECTOR SPDR TR	$1M	7,148
47	DIMENSIONAL ETF TRUST	$1M	15,979
48	SPDR SERIES TRUST	$1M	17,818
49	SPDR SERIES TRUST	$990k	32,095
50	ISHARES TR	$984k	14,573

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.