Financial Insights, Inc.

Q2 2025 13F Holdings

  • Location
    tacoma, WA
  • Num holdings

    127

  • Value ($000)

    $273,778

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001642058
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$32.14M
12 %

442,147

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$24.09M
9 %

908,983

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$24.04M
9 %

48,337

DBEF
DBEF

DBX ETF TR

XTRACK MSCI EAFE
233051200
$15.19M
6 %

347,238

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$14.47M
5 %

33,005

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$13.21M
5 %

23,944

AAPL
AAPL

APPLE INC

COM
037833100
$10.01M
4 %

48,806

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$9.01M
3 %

211,555

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$8.69M
3 %

17,899

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$6.60M
2 %

154,460

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