13F Insight
DOSSIER · 13F-HR · Q2 2026

Financial Insights, Inc.

$380M in tracked AUM across 147 positions as of Q2 2026.

FI
CIK 0001642058 · last filed Jun 30, 2026
Total AUM
$380M
as of Q2 2026
Holdings
147
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Financial Insights, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$48M543K12.6%02
SCHD
SCHWAB STRATEGIC TR
$31M965K8.1%03
DBEF
DBX ETF TR
$22M403K5.8%04
QQQ
INVESCO QQQ TR
$22M30K5.8%05
AVLC
AMERICAN CENTY ETF TR
$19M206K4.9%06
MSFT
MICROSOFT CORP
$17M46K4.5%07
SPSM
SPDR SERIES TRUST
$16M278K4.2%08
AAPL
APPLE INC
$14M49K3.8%09
VUG
VANGUARD INDEX FDS
$13M150K3.4%10
CASH
PATHWARD FINANCIAL INC
$11M02.9%

Filing history

2026Q2Jun 30
$380M▲ 23.1%
147 positionsView →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 positionsLocked
Showing 12 of 31