Financial Insights, Inc.
Financial Insights, Inc. reported 147 positions worth $379.9M as of June 30, 2026 (13F filed August 25, 2026). Largest holding: SPYM (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $47.7M | 12.55% | 542,614 | — | — | |
| ▸ 2 | SCHD | SH | $30.6M | 8.06% | 965,398 | — | — | |
| ▸ 3 | DBEF | SH | $22.0M | 5.79% | 402,788 | — | — | |
| ▸ 4 | QQQ | SH | $21.9M | 5.77% | 29,790 | — | — | |
| ▸ 5 | AVLC | SH | $18.6M | 4.89% | 206,355 | — | — | |
| ▸ 6 | MSFT | SH | $17.2M | 4.53% | 46,108 | — | — | |
| ▸ 7 | SPSM | SH | $16.1M | 4.23% | 278,497 | — | — | |
| ▸ 8 | AAPL | SH | $14.3M | 3.75% | 49,296 | — | — | |
| ▸ 9 | VUG | SH | $12.9M | 3.39% | 149,643 | — | — | |
| ▸ 10 | CASH | SH | $11.0M | 2.89% | 0 | — | — |
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Frequently Asked Questions
What stocks does Financial Insights, Inc. hold as of Q2 2026?
Financial Insights, Inc. reported 147 positions worth $379.9M in its Q2 2026 13F filing. Largest positions: SPYM (12.6%), SCHD (8.1%), DBEF (5.8%), QQQ (5.8%) and AVLC (4.9%).
What did Financial Insights, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Insights, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.