13F Insight
DOSSIER · 13F-HR · Q1 2026

Financial Insights, Inc.

$309M in tracked AUM across 130 positions as of Q1 2026.

FI
CIK 0001642058 · last filed Mar 31, 2026
Total AUM
$309M
as of Q1 2026
Holdings
130
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Financial Insights, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$41M535K13.3%02
SCHD
SCHWAB STRATEGIC TR
$29M941K9.4%03
DBEF
DBX ETF TR
$20M397K6.4%04
MSFT
MICROSOFT CORP
$17M46K5.5%05
QQQ
INVESCO QQQ TR
$16M28K5.2%06
AAPL
APPLE INC
$13M49K4.1%07
SPSM
SPDR SERIES TRUST
$12M251K3.9%08
VUG
VANGUARD INDEX FDS
$12M28K3.9%09
SPEM
SPDR INDEX SHS FDS
$8M161K2.5%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M15K2.4%

Filing history

2026Q1Mar 31
$309M▲ 3.4%
130 positionsView →2025Q4Dec 31
$298M▼ 1.2%
128 positionsView →2025Q3Sep 30
$302M▲ 10.3%
143 positionsView →2025Q2Jun 30
$274M▲ 9.0%
127 positionsLocked2025Q1Mar 31
$251M▼ 6.7%
111 positionsLocked2024Q4Dec 31
$269M▼ 14.9%
110 positionsLocked2024Q3Sep 30
$317M▼ 12.0%
145 positionsLocked2024Q2Jun 30
$360M▲ 0.4%
155 positionsLocked2024Q1Mar 31
$359M▲ 12.1%
159 positionsLocked2023Q4Dec 31
$320M▲ 14.2%
154 positionsLocked2023Q3Sep 30
$280M▲ 2.9%
147 positionsLocked2023Q2Jun 30
$272M▲ 10.8%
152 positionsLocked
Showing 12 of 30