Institutional Fund
Financial Insights, Inc.
Tacoma, WACIK 16420586 filings on record
Portfolio Value
$308.60M
Q1 2026
Holdings
130
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+3.4%
from $298.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust13.3%
- Schwab Strategic Tr9.4%
- Dbx ETF Tr6.4%
- Microsoft Corp5.5%
- Invesco Qqq Tr5.2%
- Apple Inc4.1%
- Other56.3%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 535.4K | $40.98M | 13.3% | +51.3K | Added |
| 2 | Schwab Strategic Tr | 941.0K | $28.87M | 9.4% | +31.4K | Added |
| 3 | Dbx ETF Tr | 396.7K | $19.60M | 6.4% | +29.9K | Added |
| 4 | Microsoft Corp | 45.6K | $16.89M | 5.5% | −2.5K | Reduced |
| 5 | Invesco Qqq Tr | 27.9K | $16.10M | 5.2% | +2.5K | Added |
| 6 | Apple Inc | 49.3K | $12.52M | 4.1% | +769 | Added |
| 7 | Spdr Series Trust | 251.2K | $12.14M | 3.9% | +21.1K | Added |
| 8 | Vanguard Index Fds | 27.7K | $12.08M | 3.9% | −2.5K | Reduced |
| 9 | Spdr Index Shs Fds | 161.5K | $7.57M | 2.5% | +9.5K | Added |
| 10 | Berkshire Hathaway Inc Del | 15.5K | $7.42M | 2.4% | +15.5K | New |
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