Investor
Financial Insights, Inc.
CIK 0001642058 · filed 2026-05-19 · SEC filing
13F book
$308.6M
Positions
130
8 new · 6 sold
Largest name
13.3%
Spdr Series Trust
Est. mark
−$7.42M
Price effect on 122 names still held. Flow $17.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 535.4K | $41M | 13.3% | −$1.78M | Added$2.15M |
| Schwab Strategic Tr | — | 941K | $28.9M | 9.4% | $2.96M | Added$3.92M |
| Dbx Etf Tr | — | 396.7K | $19.6M | 6.3% | $473.2K | Added$1.95M |
| Microsoft Corp | MSFT | 45.6K | $16.9M | 5.5% | −$5.18M | Cut−$6.38M |
| Invesco Qqq Tr | — | 27.9K | $16.1M | 5.2% | −$944K | Added$478.2K |
| Apple Inc. | AAPL | 49.3K | $12.5M | 4.1% | −$877.2K | Added−$682K |
| Spdr Series Trust | — | 251.2K | $12.1M | 3.9% | $336K | Added$1.35M |
| Vanguard Growth Etf | — | 27.7K | $12.1M | 3.9% | −$1.41M | Cut−$2.62M |
| Spdr Index Shs Fds | — | 161.5K | $7.57M | 2.5% | $15.2K | Added$460.8K |
| Berkshire Hathaway Inc Del | — | 15.5K | $7.42M | 2.4% | — | New |
| Vanguard Tax-Managed Fds | — | 92.8K | $5.94M | 1.9% | $149.4K | Cut$60.8K |
| Vanguard Index Fds | — | 21.1K | $5.53M | 1.8% | $83.7K | Cut−$119.1K |
| Vanguard Specialized Funds | — | 22.4K | $4.81M | 1.6% | −$105.2K | Added−$93.8K |
| Select Sector Spdr Tr | — | 32.9K | $4.37M | 1.4% | −$361.5K | Added−$333K |
| Spdr Index Shs Fds | — | 93.8K | $4.28M | 1.4% | $116.3K | Cut$113.7K |
| Tcw Etf Trust | — | 50.6K | $3.86M | 1.3% | −$198.5K | Cut−$406.7K |
| Vanguard Index Fds | — | 12.3K | $3.67M | 1.2% | −$195.9K | Cut−$221.4K |
| Amplify Etf Tr | — | 74.9K | $3.36M | 1.1% | $24.8K | Added$208.7K |
| Parnassus Income Fds | — | 132.2K | $3.31M | 1.1% | −$214.1K | Added$213.8K |
| Amazon Com Inc | AMZN | 15.6K | $3.26M | 1.1% | −$303.6K | Added$148K |
| Dimensional Etf Trust | — | 78.2K | $3.04M | 1.0% | −$57.1K | Cut−$243.8K |
| Nvidia Corp | NVDA | 16.5K | $2.87M | 0.9% | −$199.2K | Cut−$446.1K |
| Vanguard Index Fds | — | 8.87K | $2.85M | 0.9% | −$119.4K | Added$78.9K |
| Pimco Equity Ser | — | 63.1K | $2.63M | 0.9% | −$23.8K | Added−$23K |
| Wisdomtree Tr | — | 49.6K | $2.6M | 0.8% | $46.6K | Cut$3.86K |
| Costco Whsl Corp New | — | 2.6K | $2.59M | 0.8% | $342.9K | Added$388.7K |
| Vanguard Index Fds | — | 8.54K | $2.45M | 0.8% | −$26.1K | Cut−$181.4K |
| Morgan Stanley Etf Trust | — | 32.2K | $2.34M | 0.8% | $44.5K | Added$60.3K |
| Ishares Tr | — | 22K | $2.33M | 0.8% | −$21.1K | Cut−$227.7K |
| Ishares Tr | — | 33K | $2.32M | 0.8% | $25.1K | Cut−$6.36K |
| Tcw Etf Trust | — | 22.8K | $2.23M | 0.7% | $35.4K | Added$121.9K |
| Columbia Etf Tr I | — | 56.1K | $2.19M | 0.7% | $99.4K | Cut$96K |
| Vanguard Whitehall Fds | — | 14.1K | $2.08M | 0.7% | $63.5K | Added$93.1K |
| Amplify Etf Tr | — | 50.7K | $2.05M | 0.7% | $84.4K | Added$522.9K |
| Nushares Etf Tr | — | 20.2K | $1.84M | 0.6% | −$138.2K | Added−$132.9K |
| Vanguard Intl Equity Index F | — | 24.2K | $1.82M | 0.6% | $37.3K | Held |
| Ishares Tr | — | 14.2K | $1.71M | 0.6% | −$108.1K | Cut−$207.3K |
| Vanguard Intl Equity Index F | — | 31.7K | $1.71M | 0.6% | $9.18K | Cut−$3.18K |
| Ishares Tr | — | 7.24K | $1.39M | 0.4% | −$49.3K | Cut−$62.4K |
| Ishares Tr | — | 44.8K | $1.36M | 0.4% | −$25.8K | Added$107.6K |
| Spdr Series Trust | — | 6.95K | $1.24M | 0.4% | $17.6K | Cut$1.96K |
| Cohen & Steers Etf Trust | — | 48K | $1.23M | 0.4% | −$12K | Added$134K |
| Ishares Tr | — | 1.88K | $1.22M | 0.4% | −$59.5K | Cut−$345.8K |
| Exxon Mobil Corp | — | 7.16K | $1.21M | 0.4% | $352.9K | Cut$337.3K |
| Broadcom Inc. | AVGO | 3.85K | $1.19M | 0.4% | −$134.3K | Added−$78.9K |
| Select Sector Spdr Tr | — | 7.15K | $1.16M | 0.4% | $46.1K | Added$74.4K |
| Dimensional Etf Trust | — | 16K | $1.14M | 0.4% | $23.3K | Cut$20.4K |
| Spdr Series Trust | — | 17.8K | $1.01M | 0.3% | −$3.83K | Added$61.2K |
| Spdr Series Trust | — | 32.1K | $989.8K | 0.3% | −$23.5K | Added$114.6K |
| Ishares Tr | — | 14.6K | $984.1K | 0.3% | $22.3K | Cut−$14K |
| Starbucks Corp | SBUX | 10.8K | $970K | 0.3% | $58.2K | Cut$14.7K |
| Vanguard Index Fds | — | 1.61K | $963.3K | 0.3% | −$42.9K | Added$53.3K |
| Alphabet Inc | — | 3.24K | $932.3K | 0.3% | — | New |
| Vanguard World Fd | — | 1.21K | $846.3K | 0.3% | −$67.9K | Added−$66.5K |
| Johnson & Johnson | JNJ | 3.35K | $818.4K | 0.3% | $122.3K | Added$142.8K |
| Pimco Etf Tr | — | 30.6K | $801.9K | 0.3% | −$14.2K | Added$10.8K |
| Spdr Series Trust | — | 17K | $773.4K | 0.3% | $38.6K | Cut$34.2K |
| Impax Funds Series Trust I | — | 29.8K | $763.8K | 0.2% | — | New |
| Jpmorgan Chase & Co. | — | 2.49K | $731.6K | 0.2% | −$69.8K | Cut−$73.7K |
| Visa Inc. | V | 2.39K | $722.4K | 0.2% | −$115.8K | Held |
| Eli Lilly & Co | LLY | 783 | $720.2K | 0.2% | −$106.7K | Added−$20.3K |
| Mcdonalds Corp | MCD | 2.29K | $712.3K | 0.2% | $11.4K | Added$42.8K |
| Ishares Tr | — | 1.65K | $703.1K | 0.2% | −$77.3K | Cut−$85.4K |
| Wells Fargo Co New | — | 8.76K | $697K | 0.2% | −$119K | Cut−$139.8K |
| Ishares Tr | — | 5.59K | $695.4K | 0.2% | $19K | Added$143.3K |
| Walmart Inc. | WMT | 5.58K | $693K | 0.2% | $71.8K | Cut$70.8K |
| Vanguard Whitehall Fds | — | 7.01K | $660.4K | 0.2% | $29.3K | Added$38.7K |
| Ishares Tr | — | 3.08K | $657.7K | 0.2% | $10.2K | Cut−$34.6K |
| Sound Finl Bancorp Inc | — | 14.9K | $651.1K | 0.2% | $1.19K | Held |
| Chevron Corp New | CVX | 3.12K | $645.9K | 0.2% | $76.1K | Added$433K |
| GE Vernova Inc. | GEV | 709 | $618.9K | 0.2% | $155.5K | Cut$139.8K |
| Invesco Exch Traded Fd Tr Ii | — | 12.3K | $612.7K | 0.2% | $18.8K | Added$53.5K |
| Alphabet Inc | — | 2.06K | $590.8K | 0.2% | −$55.3K | Held |
| Pgim Etf Tr | — | 10.3K | $572.6K | 0.2% | −$34.9K | Added$211.5K |
| Netflix Inc | NFLX | 5.67K | $545.2K | 0.2% | $13.6K | Cut−$52.1K |
| Ishares Tr | — | 3.92K | $502.5K | 0.2% | −$34.6K | Cut−$56.2K |
| Applied Matls Inc | — | 1.46K | $497.3K | 0.2% | $119.3K | Added$135.7K |
| Vanguard Malvern Fds | — | 6.35K | $492.8K | 0.2% | −$2.75K | Added$84.8K |
| Vanguard Index Fds | — | 2.5K | $491.5K | 0.2% | $13.1K | Cut−$5.09K |
| Meta Platforms, Inc. | META | 856 | $489.7K | 0.2% | −$75.3K | Cut−$90.5K |
| Cisco Sys Inc | — | 6.22K | $482.6K | 0.2% | $3.37K | Added$10.5K |
| Spdr Gold Tr | — | 1.11K | $477.6K | 0.2% | — | New |
| Dimensional Etf Trust | — | 6.63K | $470.2K | 0.2% | −$21.6K | Held |
| J P Morgan Exchange Traded F | — | 9.31K | $463.9K | 0.1% | −$3.91K | Cut−$35.3K |
| Etfs Gold Tr | — | 10.3K | $460.4K | 0.1% | $36.5K | Held |
| Advanced Micro Devices Inc | AMD | 2.23K | $452.6K | 0.1% | −$23.9K | Cut−$61.1K |
| Coca Cola Co | KO | 5.83K | $443.5K | 0.1% | $35.8K | Cut$24K |
| AbbVie Inc. | ABBV | 2.04K | $443.3K | 0.1% | −$21.7K | Added−$8.18K |
| Vanguard Index Fds | — | 1.45K | $438K | 0.1% | $260 | Held |
| Tesla, Inc. | TSLA | 1.12K | $416K | 0.1% | −$79.8K | Added−$44.1K |
| Ishares Tr | — | 4.16K | $403.9K | 0.1% | $4.46K | Added$14.5K |
| Ishares Tr | — | 3.53K | $398.8K | 0.1% | −$35.8K | Cut−$157.9K |
| Vanguard World Fd | — | 1.42K | $385.9K | 0.1% | −$21.3K | Added−$11.8K |
| Spdr Series Trust | — | 7.17K | $380.1K | 0.1% | −$22.7K | Held |
| Caterpillar Inc | CAT | 529 | $374.7K | 0.1% | $71.4K | Added$72.1K |
| Procter And Gamble Co | PG | 2.55K | $368.2K | 0.1% | $2.88K | Added$4.47K |
| Ishares Tr | — | 3.75K | $358.9K | 0.1% | $1.99K | Cut$1.23K |
| Ishares Tr | — | 2.53K | $343K | 0.1% | $35.7K | Held |
| Pimco Etf Tr | — | 3.48K | $333.2K | 0.1% | −$341 | Added$115.5K |
| Verizon Communications Inc | VZ | 6.24K | $313.1K | 0.1% | — | New |
| Vanguard Index Fds | — | 3.43K | $304.6K | 0.1% | $766 | Added$9.64K |
| Boeing Co | — | 1.51K | $301.4K | 0.1% | −$26.6K | Added−$17.8K |
| Sba Communications Corp New | SBAC | 1.75K | $301.2K | 0.1% | −$37.3K | Held |
| RTX Corp | RTX | 1.53K | $294.6K | 0.1% | $14.5K | Held |
| Trane Technologies Plc | TT | 697 | $290.5K | 0.1% | $19.2K | Cut−$63.7K |
| Home Depot, Inc. | HD | 875 | $287.8K | 0.1% | −$13.1K | Added−$9.52K |
| International Business Machs | — | 1.18K | $286.7K | 0.1% | −$63.7K | Held |
| Vaneck Etf Trust | — | 736 | $282.2K | 0.1% | — | New |
| Ishares Tr | — | 2.28K | $270.1K | 0.1% | −$24.3K | Held |
| Pimco Etf Tr | — | 2.71K | $268.6K | 0.1% | $950 | Cut−$9.01K |
| Alps Etf Tr | — | 5.01K | $263.7K | 0.1% | $28K | Added$29.1K |
| Tjx Cos Inc New | — | 1.62K | $259.2K | 0.1% | $9.88K | Cut$1.59K |
| Spdr Series Trust | — | 1.71K | $250.1K | 0.1% | $11.6K | Held |
| Invesco Exchange Traded Fd T | — | 11.6K | $248.5K | 0.1% | $12K | Held |
| Waste Mgmt Inc Del | — | 1.08K | $248.2K | 0.1% | $10.9K | Held |
| American Centy Etf Tr | — | 2.24K | $247.1K | 0.1% | — | New |
| Deere & Co | DE | 432 | $243.3K | 0.1% | $42K | Added$42.6K |
| Ishares Tr | — | 1.84K | $243.1K | 0.1% | −$13.3K | Held |
| Wisdomtree Tr | — | 3.56K | $239.5K | 0.1% | $1.5K | Held |
| Nushares Etf Tr | — | 5.25K | $236.6K | 0.1% | $2.15K | Cut$1.71K |
| Dimensional Etf Trust | — | 4.85K | $235.1K | 0.1% | $9.07K | Held |
| Ge Aerospace | — | 824 | $233.8K | 0.1% | −$18.9K | Added−$6.44K |
| Amplify Etf Tr | — | 3.47K | $229K | 0.1% | $2.7K | Cut$1.39K |
| Johnson Ctls Intl Plc | — | 1.72K | $224.7K | 0.1% | $19.2K | Cut$17.4K |
| Proshares Tr | — | 5.33K | $222.3K | 0.1% | −$56.7K | Added−$48.6K |
| Monster Beverage Corp New | — | 3K | $217.4K | 0.1% | −$12.6K | Held |
| Nushares Etf Tr | — | 5.92K | $213.6K | 0.1% | −$591 | Held |
| Oracle Corp | — | 1.45K | $212.6K | 0.1% | −$69.1K | Held |
| Diamondback Energy, Inc. | FANG | 1.04K | $206.5K | 0.1% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 10.6K | $115.3K | 0.0% | −$3.82K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.