2026 Q1 Portfolio Activity
In 2026 Q1, Financial Insights, Inc. maintained a portfolio of 144 distinct positions. The most significant new addition was COLUMBIA ETF TR I, now representing 0.70% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 9.5%. Conversely, Financial Insights, Inc. completely exited their position in BERKSHIRE HATHAWAY INC DEL.
Position History
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Total Positions
144
Quarter
2026 Q1
Top Holding
SPLG (13.0%)
Top 10 Concentration
57.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 144
Financial Insights, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 13.02% | 11.74% |
#1
Prev: #1
|
8.0 |
—
|
41,966 | 9.5% |
P
S
|
484,113 | $38,835,541 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 8.36% | 8.80% |
#2
Prev: #2
|
5.3 |
—
|
690 | 0.1% |
P
S
|
909,673 | $24,952,336 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 7.80% | 8.78% |
#3
Prev: #3
|
4.6 |
—
|
-226 | -0.5% |
P
S
|
48,111 | $23,267,678 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DBEF
DBX ETF TR
|
ETF | 5.91% | 5.55% |
#4
Prev: #4
|
4.9 |
—
|
19,561 | 5.6% |
P
S
|
366,799 | $17,646,719 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 5.23% | 4.82% |
#5
1
Prev: #6
|
4.6 |
—
|
1,481 | 6.2% |
P
S
|
25,425 | $15,619,035 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.93% | 5.29% |
#6
1
Prev: #5
|
2.5 |
—
|
-2,880 | -8.7% |
P
S
|
30,125 | $14,697,022 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
AAPL
APPLE INC
|
Technology | 4.42% | 3.66% |
#7
Prev: #7
|
2.3 |
—
|
-262 | -0.5% |
P
S
|
48,544 | $13,197,247 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 3.61% | 3.29% |
#8
Prev: #8
|
3.4 |
—
|
18,573 | 8.8% |
P
S
|
230,128 | $10,783,808 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 2.38% | 2.41% |
#9
1
Prev: #10
|
1.5 |
—
|
-2,491 | -1.6% |
P
S
|
151,969 | $7,113,649 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.97% | 1.78% |
#10
3
Prev: #13
|
2.8 |
—
|
8,932 | 10.5% |
P
S
|
94,174 | $5,883,040 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.89% | 1.92% |
#11
Prev: #11
|
1.3 |
—
|
-322 | -1.4% |
P
S
|
21,896 | $5,648,170 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.64% | 1.68% |
#12
2
Prev: #14
|
1.2 |
—
|
-139 | -0.6% |
P
S
|
22,304 | $4,901,978 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.58% | 1.54% |
#13
2
Prev: #15
|
3.6 |
—
|
15,980 | 95.8% |
P
S
|
32,660 | $4,702,060 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VOTE
TCW ETF TRUST
|
ETF | 1.43% | 1.91% |
#14
2
Prev: #12
|
0.6 |
—
|
-18,637 | -25.9% |
P
S
|
53,205 | $4,268,276 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.40% | 1.40% |
#15
2
Prev: #17
|
1.1 |
—
|
-660 | -0.7% |
P
S
|
93,872 | $4,168,858 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.30% | 1.32% |
#16
2
Prev: #18
|
1.0 |
—
|
-261 | -2.1% |
P
S
|
12,365 | $3,892,502 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.11% | 0.87% |
#17
9
Prev: #26
|
2.4 |
—
|
2,719 | 18.0% |
P
S
|
17,786 | $3,317,145 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 1.10% | 1.42% |
#18
2
Prev: #16
|
0.4 |
—
|
-25,209 | -23.3% |
P
S
|
82,912 | $3,282,493 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 1.06% | 0.94% |
#19
4
Prev: #23
|
2.4 |
—
|
10,275 | 17.0% |
P
S
|
70,820 | $3,151,490 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.04% | 0.99% |
#20
2
Prev: #22
|
2.4 |
—
|
1,061 | 8.6% |
P
S
|
13,462 | $3,107,299 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
PRCS
PARNASSUS INCOM...
|
ETF | 1.04% | 0.90% |
#21
3
Prev: #24
|
2.4 |
—
|
18,654 | 19.3% |
P
S
|
115,099 | $3,091,549 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.93% | 0.62% |
#22
9
Prev: #31
|
2.9 |
—
|
2,669 | 47.8% |
P
S
|
8,252 | $2,766,788 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
RAFE
PIMCO EQUITY SE...
|
ETF | 0.89% | 0.69% |
#23
6
Prev: #29
|
2.9 |
—
|
13,759 | 27.9% |
P
S
|
63,092 | $2,649,253 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.88% | 1.09% |
#24
4
Prev: #20
|
0.9 |
—
|
-1,605 | -15.0% |
P
S
|
9,077 | $2,634,436 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.87% | 1.01% |
#25
4
Prev: #21
|
0.8 |
—
|
-4,917 | -8.9% |
P
S
|
50,379 | $2,599,553 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
MUB
ISHARES TR
|
ETF | 0.86% | 1.20% |
#26
7
Prev: #19
|
0.3 |
—
|
-7,655 | -24.2% |
P
S
|
23,920 | $2,562,071 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.78% | 0.80% |
#27
Prev: #27
|
0.8 |
—
|
-683 | -2.0% |
P
S
|
33,463 | $2,322,992 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
CVIE
MORGAN STANLEY ...
|
Bond/Debt | 0.76% | 0.45% |
#28
10
Prev: #38
|
3.3 |
—
|
13,111 | 69.4% |
P
S
|
32,006 | $2,282,020 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.74% | 0.88% |
#29
4
Prev: #25
|
0.8 |
—
|
112 | 4.6% |
P
S
|
2,557 | $2,205,003 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
PWRD
TCW ETF TRUST
|
ETF | 0.71% | 0.27% |
#30
21
Prev: #51
|
3.3 |
—
|
13,884 | 171.9% |
P
S
|
21,963 | $2,111,865 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
INEQ
COLUMBIA ETF TR...
|
Bond/Debt | 0.70% | — |
#31
Prev: #—
|
3.8 |
—
|
56,193 | — |
NEW
|
56,193 | $2,094,306 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.67% | 0.65% |
#32
2
Prev: #30
|
0.8 |
—
|
541 | 4.1% |
P
S
|
13,868 | $1,990,335 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
NULG
NUSHARES ETF TR
|
ETF | 0.66% | 0.55% |
#33
1
Prev: #34
|
2.8 |
—
|
4,066 | 25.3% |
P
S
|
20,144 | $1,970,089 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DSI
ISHARES TR
|
ETF | 0.64% | 0.74% |
#34
6
Prev: #28
|
0.8 |
—
|
-2,521 | -14.5% |
P
S
|
14,921 | $1,922,272 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.60% | 0.60% |
#35
3
Prev: #32
|
0.7 |
—
|
-196 | -0.8% |
P
S
|
24,238 | $1,782,947 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.57% | 0.49% |
#36
Prev: #36
|
2.2 |
—
|
5,030 | 18.7% |
P
S
|
31,901 | $1,714,997 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
IVV
ISHARES TR
|
ETF | 0.53% | 0.09% |
#37
69
Prev: #106
|
3.2 |
—
|
1,881 | 456.6% |
P
S
|
2,293 | $1,570,567 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
IDVO
AMPLIFY ETF TR
|
Bond/Debt | 0.51% | — |
#38
Prev: #—
|
3.7 |
—
|
39,825 | — |
NEW
|
39,825 | $1,527,289 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
QUAL
ISHARES TR
|
ETF | 0.49% | 0.51% |
#39
4
Prev: #35
|
0.7 |
—
|
-329 | -4.3% |
P
S
|
7,303 | $1,450,522 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.43% | 0.39% |
#40
Prev: #40
|
0.7 |
—
|
-224 | -5.8% |
P
S
|
3,671 | $1,270,533 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
PFF
ISHARES TR
|
Preferred | 0.42% | 0.58% |
#41
8
Prev: #33
|
0.2 |
—
|
-11,000 | -21.4% |
P
S
|
40,366 | $1,249,731 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
LGLV
SPDR SERIES TRU...
|
ETF | 0.41% | 0.46% |
#42
5
Prev: #37
|
0.7 |
—
|
-179 | -2.5% |
P
S
|
7,040 | $1,236,013 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.37% | 0.37% |
#43
1
Prev: #42
|
0.6 |
—
|
321 | 2.0% |
P
S
|
16,022 | $1,116,254 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
CSPF
COHEN & STEERS ...
|
Preferred | 0.37% | 0.20% |
#44
22
Prev: #66
|
3.1 |
—
|
21,147 | 100.1% |
P
S
|
42,280 | $1,095,851 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 0.36% | 0.37% |
#45
4
Prev: #41
|
0.6 |
—
|
122 | 1.8% |
P
S
|
6,973 | $1,081,652 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
IJH
ISHARES TR
|
ETF | 0.33% | 0.23% |
#46
15
Prev: #61
|
3.1 |
—
|
5,150 | 51.6% |
P
S
|
15,123 | $998,118 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.32% | 0.35% |
#47
4
Prev: #43
|
2.1 |
—
|
971 | 9.4% |
P
S
|
11,344 | $955,278 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.32% | 0.29% |
#48
Prev: #48
|
2.1 |
—
|
1,541 | 10.2% |
P
S
|
16,668 | $946,909 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.31% | 0.31% |
#49
3
Prev: #46
|
0.6 |
—
|
-49 | -3.9% |
P
S
|
1,211 | $912,828 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.30% | 0.28% |
#50
Prev: #50
|
2.1 |
—
|
124 | 9.3% |
P
S
|
1,451 | $909,966 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-01 |
Showing 1-50 of 144 holdings