Institutional Manager · CIK 0001642058
Financial Insights, Inc.
TACOMA, WA · File #028-19438
Latest AUM
$273.8M
Positions
127
Top-10 Concentration
64.3%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Jun 2025127 pos · $273.8M
- 13F HOLDINGS REPORTQ/E Mar 2025111 pos · $251.2M
- 13F HOLDINGS REPORTQ/E Mar 2025110 pos · $269.4M
- 13F HOLDINGS REPORTQ/E Sep 2024145 pos · $316.7M
- 13F HOLDINGS REPORTQ/E Jun 2024155 pos · $359.9M
- 13F HOLDINGS REPORTQ/E Mar 2024159 pos · $358.5M
- 13F HOLDINGS REPORTQ/E Dec 2023147 pos · $280.0M
- 13F HOLDINGS REPORTQ/E Jun 2023160 pos · $245.6M
- 13F HOLDINGS REPORTQ/E Mar 2023145 pos · $211.2M
Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 442,147 | $32.1M | 13.12% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 908,983 | $24.1M | 9.84% |
| 3 | MICROSOFT CORP | MSFT | 48,337 | $24.0M | 9.82% |
| 4 | DBX ETF TR | 233051200 | 347,238 | $15.2M | 6.20% |
| 5 | VANGUARD INDEX FDS | 922908736 | 33,005 | $14.5M | 5.91% |
| 6 | INVESCO QQQ TR | IVZ | 23,944 | $13.2M | 5.39% |
| 7 | APPLE INC | AAPL | 48,806 | $10.0M | 4.09% |
| 8 | SPDR SERIES TRUST | 78468R853 | 211,555 | $9.0M | 3.68% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,899 | $8.7M | 3.55% |
| 10 | SPDR INDEX SHS FDS | 78463X509 | 154,460 | $6.6M | 2.70% |
| 11 | VANGUARD INDEX FDS | 922908751 | 22,218 | $5.3M | 2.15% |
| 12 | TCW ETF TRUST | 29287L106 | 71,842 | $5.2M | 2.13% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 85,242 | $4.9M | 1.98% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 22,443 | $4.6M | 1.88% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 16,680 | $4.2M | 1.72% |
| 16 | DIMENSIONAL ETF TRUST | 25434V708 | 108,121 | $3.9M | 1.58% |
| 17 | SPDR INDEX SHS FDS | 78463X889 | 94,532 | $3.8M | 1.56% |
| 18 | VANGUARD INDEX FDS | 922908637 | 12,626 | $3.6M | 1.47% |
| 19 | ISHARES TR | 464288414 | 31,575 | $3.3M | 1.35% |
| 20 | VANGUARD INDEX FDS | 922908629 | 10,682 | $3.0M | 1.22% |