Funds › Financial Insights, Inc.
Financial Insights, Inc.
13F for Q3 2026, filed Oct 27, 2026. 150 positions worth $393.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 27, 2026
Reported value
$393.8M
+$13.9M (3.7%) vs Q2 2026
Positions
150
146 in Q2 2026
Top 10 share
56.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Str P500ETF | 555,766 | $49.9M | 12.7% | +2.4% | 13F ↗ |
| 2 | Schwab Strategic Tr Us Dividend Eq | 974,048 | $31.7M | 8.0% | +0.9% | 13F ↗ |
| 3 | Invesco Qqq Tr | 31,218 | $23.1M | 5.9% | +4.8% | 13F ↗ |
| 4 | Dbx ETF Tr Xtrack Msci Eafe | 412,312 | $22.7M | 5.8% | +2.4% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 41,718 | $21.4M | 5.4% | -9.5% | 13F ↗ |
| 6 | American Centy ETF Tr Avantis Us Larg | 233,652 | $21.1M | 5.4% | +13.2% | 13F ↗ |
| 7 | AAPL Apple Inc. | 50,342 | $16.8M | 4.3% | +2.1% | 13F ↗ |
| 8 | Spdr Series Trust St Str SP600 Sml | 292,432 | $15.5M | 3.9% | +5.0% | 13F ↗ |
| 9 | Vanguard Index Fds Mrngstr Grwt Etf | 141,748 | $12.8M | 3.2% | -5.3% | 13F ↗ |
| 10 | Spdr Index Shs Fds St Port Mark Etf | 165,533 | $8.6M | 2.2% | +2.5% | 13F ↗ |
| 11 | Vanguard Tax-Managed Fds | 94,187 | $6.7M | 1.7% | +1.5% | 13F ↗ |
| 12 | Select Sector Spdr Tr St Str Techn Etf | 31,956 | $6.3M | 1.6% | -1.0% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Sml Cap | 19,464 | $5.5M | 1.4% | -3.5% | 13F ↗ |
| 14 | BRK-B Berkshire Hathaway Inc. Class B | 10,985 | $5.5M | 1.4% | -9.6% | 13F ↗ |
| 15 | Vanguard Specialized Funds Div App Etf | 21,433 | $5.0M | 1.3% | -0.5% | 13F ↗ |
| 16 | Spdr Index Shs Fds St Str Po Ex Etf | 93,488 | $4.7M | 1.2% | -0.2% | 13F ↗ |
| 17 | Tcw ETF Trust Transfrm 500 Etf | 48,498 | $4.4M | 1.1% | +3.6% | 13F ↗ |
| 18 | Vanguard Index Fds Mrngstr Lrg Cap | 12,085 | $4.3M | 1.1% | -3.0% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 16,526 | $4.1M | 1.0% | -0.1% | 13F ↗ |
| 20 | NVDA NVIDIA Corporation | 16,662 | $3.8M | 1.0% | -0.1% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Ttl Stk | 9,830 | $3.7M | 0.9% | +8.8% | 13F ↗ |
| 22 | Amplify ETF Tr Cwp Enhanced Div | 76,820 | $3.6M | 0.9% | +1.7% | 13F ↗ |
| 23 | Pimco Equity Ser Rafi Esg Us | 65,966 | $3.2M | 0.8% | +7.2% | 13F ↗ |
| 24 | Morgan Stanley ETF Trust Calve Index Etf | 36,998 | $3.1M | 0.8% | +15.7% | 13F ↗ |
| 25 | Columbia ETF Tr I Intl Eq Inco Etf | 68,241 | $2.7M | 0.7% | +19.5% | 13F ↗ |
| 26 | Parnassus Funds II Core Select Etf | 92,643 | $2.7M | 0.7% | +12.5% | 13F ↗ |
| 27 | Tcw ETF Trust Trans Syste Etf | 25,190 | $2.6M | 0.7% | +13.4% | 13F ↗ |
| 28 | COST Costco Wholesale Corporation | 2,904 | $2.6M | 0.7% | +10.3% | 13F ↗ |
| 29 | iShares Tr National Mun Etf | 25,529 | $2.6M | 0.7% | +40.0% | 13F ↗ |
| 30 | Wisdomtree Tr Us Midcap Divid | 47,266 | $2.5M | 0.6% | -2.2% | 13F ↗ |
| 31 | iShares Tr Core Div Grwth | 32,226 | $2.4M | 0.6% | -1.3% | 13F ↗ |
| 32 | Vanguard Whitehall Fds High Div Yld | 15,089 | $2.3M | 0.6% | +7.3% | 13F ↗ |
| 33 | Amplify ETF Tr Cwp Intl Enhance | 56,159 | $2.3M | 0.6% | +3.5% | 13F ↗ |
| 34 | Nushares ETF Tr Nuveen Esg Lrgcp | 19,762 | $2.2M | 0.6% | +1.3% | 13F ↗ |
| 35 | Vanguard Index Fds Mrngstr Mid Cap | 27,898 | $2.2M | 0.6% | -10.5% | 13F ↗ |
| 36 | Vanguard International Equity Index F Allwrld Ex Us | 24,238 | $2.0M | 0.5% | Unchanged | 13F ↗ |
| 37 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 31,275 | $1.9M | 0.5% | -0.9% | 13F ↗ |
| 38 | iShares Tr Esg Msci Kld Etf | 12,244 | $1.8M | 0.5% | -10.8% | 13F ↗ |
| 39 | Cohen & Steers ETF Trust Pfd In Op Ac Etf | 67,110 | $1.7M | 0.4% | +43.1% | 13F ↗ |
| 40 | iShares Tr Msci Usa Qlt Fct | 6,987 | $1.6M | 0.4% | +2.9% | 13F ↗ |
| 41 | iShares Tr Core S&P500 Etf | 1,956 | $1.5M | 0.4% | Unchanged | 13F ↗ |
| 42 | GOOGL Alphabet Inc. Class A | 4,168 | $1.4M | 0.4% | +4.4% | 13F ↗ |
| 43 | XOM ExxonMobil Holdings Corporation | 8,047 | $1.3M | 0.3% | New | 13F ↗ |
| 44 | AMD Advanced Micro Devices, Inc. | 2,106 | $1.3M | 0.3% | Unchanged | 13F ↗ |
| 45 | iShares Tr Pfd And Incm Sec | 43,616 | $1.3M | 0.3% | -7.4% | 13F ↗ |
| 46 | AVGO Broadcom Inc. | 3,637 | $1.3M | 0.3% | +1.4% | 13F ↗ |
| 47 | Spdr Series Trust St Str R1K Lowv | 6,836 | $1.2M | 0.3% | -1.0% | 13F ↗ |
| 48 | Vanguard Index Fds S&P 500 Etf Shs | 1,697 | $1.2M | 0.3% | +5.1% | 13F ↗ |
| 49 | Select Sector Spdr Tr Etf | 6,948 | $1.2M | 0.3% | -2.8% | 13F ↗ |
| 50 | iShares Tr Core S&P Mcp Etf | 15,590 | $1.1M | 0.3% | +8.3% | 13F ↗ |
Showing the top 50 of 150 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
12 new, 70 added to, 41 trimmed, 8 exited, 28 unchanged. By estimated dollars.
New positions (12)
| XOM ExxonMobil Holdings Corporation | 8,047 | New | $1.3M |
| LRCX Lam Research Corporation | 2,000 | New | $657.0K |
| iShares Tr Shrt Nat Mun Etf | 4,132 | New | $432.0K |
| GBTC Grayscale Bitcoin Trust · Shs Rep Com Ut | 5,432 | New | $350.9K |
| NEE NextEra Energy, Inc. | 3,781 | New | $286.4K |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 603 | New | $275.1K |
| O Realty Income Corporation | 4,898 | New | $266.0K |
| Select Sector Spdr Tr St Str Care Etf | 1,559 | New | $262.6K |
| iShares Tr Long Term Muni | 5,025 | New | $233.7K |
| VLO Valero Energy Corporation | 573 | New | $222.1K |
Added to (70)
| American Centy ETF Tr Avantis Us Larg | 233,652 | +13.2% | $2.5M |
| Spdr Series Trust St Str P500ETF | 555,766 | +2.4% | $1.2M |
| Invesco Qqq Tr | 31,218 | +4.8% | $1.1M |
| iShares Tr National Mun Etf | 25,529 | +40.0% | $736.8K |
| Spdr Series Trust St Str SP600 Sml | 292,432 | +5.0% | $736.6K |
| Dbx ETF Tr Xtrack Msci Eafe | 412,312 | +2.4% | $523.3K |
| Cohen & Steers ETF Trust Pfd In Op Ac Etf | 67,110 | +43.1% | $508.6K |
| Columbia ETF Tr I Intl Eq Inco Etf | 68,241 | +19.5% | $442.1K |
| Morgan Stanley ETF Trust Calve Index Etf | 36,998 | +15.7% | $416.3K |
| AAPL Apple Inc. | 50,342 | +2.1% | $348.3K |
Trimmed (41)
| MSFT Microsoft Corporation | 41,718 | -9.5% | -$2.3M |
| Vanguard Index Fds Mrngstr Grwt Etf | 141,748 | -5.3% | -$711.4K |
| BRK-B Berkshire Hathaway Inc. Class B | 10,985 | -9.6% | -$583.6K |
| Vanguard Index Fds Mrngstr Mid Cap | 27,898 | -10.5% | -$257.4K |
| iShares Tr Esg Msci Kld Etf | 12,244 | -10.8% | -$216.3K |
| Vanguard Index Fds Mrngstr Sml Cap | 19,464 | -3.5% | -$202.6K |
| Vaneck ETF Trust Semiconductr Etf | 370 | -39.4% | -$146.8K |
| WMT Walmart Inc. | 4,283 | -23.1% | -$133.6K |
| Vanguard Index Fds Mrngstr Lrg Cap | 12,085 | -3.0% | -$132.3K |
| iShares Tr Pfd And Incm Sec | 43,616 | -7.4% | -$103.3K |
Exited (8)
| Dimensional ETF Trust Us Cor Equ 2 Etf | 72,907 | Exited | -$3.2M |
| Dimensional ETF Trust Us Small Cap Etf | 15,169 | Exited | -$1.2M |
| TT Trane Technologies plc | 681 | Exited | -$334.5K |
| VZ Verizon Communications Inc. | 7,323 | Exited | -$310.0K |
| CB Chubb Limited | 683 | Exited | -$232.7K |
| NXPI NXP Semiconductors N.V. | 823 | Exited | -$231.3K |
| Spdr Series Trust St Nuve High Etf | 8,479 | Exited | -$215.7K |
| ORCL Oracle Corporation | 1,450 | Exited | -$212.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 27, 2026 | 13F-HR | 151 | $393.8M | Current | SEC ↗ |
| Q2 2026 | Aug 25, 2026 | 13F-HR | 147 | $379.9M | Current | SEC ↗ |
| Q1 2026 | May 19, 2026 | 13F-HR | 130 | $308.6M | Current | SEC ↗ |
| Q4 2025 | Apr 1, 2026 | 13F-HR | 128 | $298.4M | Current | SEC ↗ |
| Q3 2025 | Apr 1, 2026 | 13F-HR | 143 | $302.0M | Current | SEC ↗ |
| Q2 2025 | Jul 22, 2025 | 13F-HR | 127 | $273.8M | Current | SEC ↗ |
| Q1 2025 | Apr 25, 2025 | 13F-HR | 111 | $251.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer