Financial Insights, Inc.
CIK 0001642058 · TACOMA, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-25 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$379.9M
2026 Q2
Positions
147
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
12.6%
SCHD
SCHWAB STRATEGIC TR
8.1%
DBEF
DBX ETF TR
5.8%
QQQ
INVESCO QQQ TR
5.8%
AVLC
AMERICAN CENTY ETF TR
4.9%
MSFT
MICROSOFT CORP
4.5%
SPSM
SPDR SERIES TRUST
4.2%
AAPL
APPLE INC
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.