§ 13F · FUND PROFILE
Financial Insights, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $273.8T (13F)Positions · 127Turnover · — · Q2Filed · Jul 22, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 22, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 442K | $32.1T | 11.7% | — |
| 2 | SCHD | SCHWAB STRATEGIC TR | 909K | $24.1T | 8.8% | — |
| 3 | MSFT | MICROSOFT CORP | 48K | $24.0T | 8.8% | — |
| 4 | DBEF | DBX ETF TR | 347K | $15.2T | 5.5% | — |
| 5 | VUG | VANGUARD INDEX FDS | 33K | $14.5T | 5.3% | — |
| 6 | QQQ | INVESCO QQQ TR | 24K | $13.2T | 4.8% | — |
| 7 | AAPL | APPLE INC | 49K | $10.0T | 3.7% | — |
| 8 | SPSM | SPDR SERIES TRUST | 212K | $9.0T | 3.3% | — |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 18K | $8.7T | 3.2% | — |
| 10 | SPEM | SPDR INDEX SHS FDS | 154K | $6.6T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Insights, Inc. is a Other fund managing $273777.8 trillion in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed