§ 13F · FUND PROFILE
Financial Insights, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302M (13F)Positions · 143Turnover · — · Q1Filed · May 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 535K | $41M | 13.3% | +11% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 941K | $29M | 9.4% | +3% |
| 3 | DBEF | DBX ETF TR | 397K | $20M | 6.4% | +8% |
| 4 | MSFT | MICROSOFT CORP | 46K | $17M | 5.5% | −5% |
| 5 | QQQ | INVESCO QQQ TR | 28K | $16M | 5.2% | +10% |
| 6 | AAPL | APPLE INC | 49K | $13M | 4.1% | +2% |
| 7 | SPSM | SPDR SERIES TRUST | 251K | $12M | 3.9% | +9% |
| 8 | VUG | VANGUARD INDEX FDS | 28K | $12M | 3.9% | −8% |
| 9 | SPEM | SPDR INDEX SHS FDS | 161K | $8M | 2.5% | +6% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 2.4% | 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 $302 million in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed