§ 13F · FUND PROFILE
Financial Insights, Inc..
AUM · $380M (13F)Positions · 147Turnover · n/a · Q2Filed · Aug 25, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 25, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 543K | $48M | 12.6% | +1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 965K | $31M | 8.1% | +3% |
| 3 | DBEF | DBX ETF TR | 403K | $22M | 5.8% | +2% |
| 4 | QQQ | INVESCO QQQ TR | 30K | $22M | 5.8% | +7% |
| 5 | AVLC | AMERICAN CENTY ETF TR | 206K | $19M | 4.9% | NEW |
| 6 | MSFT | MICROSOFT CORP | 46K | $17M | 4.5% | +1% |
| 7 | SPSM | SPDR SERIES TRUST | 278K | $16M | 4.2% | +11% |
| 8 | AAPL | APPLE INC | 49K | $14M | 3.8% | ±0% |
| 9 | VUG | VANGUARD INDEX FDS | 150K | $13M | 3.4% | +441% |
| 10 | CASH | PATHWARD FINANCIAL INC | 0 | $11M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Insights, Inc. is a Other fund managing $380 million in assets. The fund runs a portfolio of 147 positions.
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