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Financial Insights, Inc.

Q1 2026 13F Holdings

  • Location
    tacoma, WA
  • Num holdings

    130

  • Value ($000)

    $308,597

  • Date Filed
    05/18/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$40.98M
13 %

535,431

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$28.87M
9 %

941,050

D
DBEF

DBX ETF TR

XTRACK MSCI EAFE
233051200
$19.6M
6 %

396,701

M
MSFT

MICROSOFT CORP

COM
594918104
$16.89M
6 %

45,626

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.1M
5 %

27,889

A
AAPL

APPLE INC

COM
037833100
$12.52M
4 %

49,313

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R853
$12.14M
4 %

251,186

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$12.08M
4 %

27,656

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$7.57M
3 %

161,469

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$7.42M
2 %

15,491

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