Financial Insights, Inc.

Q1 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
3/31/2026
Date filed
5/18/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$308,597
Net value change ($000)
+10,233 (3.4%)
New positions
8
Sold out positions
6
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 7,423 NEW
SCHD 3,919 15.7%
SPYM 2,146 5.5%
DBEF 1,950 11.1%
SPSM 1,353 12.5%
GOOGL 932 NEW
BLDX 764 NEW
IDVO 523 34.3%
QQQ 478 3.1%
GLD 478 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,378 -27.4%
VUG -2,617 -17.8%
AAPL -682 -5.2%
NVDA -446 -13.4%
VOTE -406 -9.5%
IVV -346 -22.0%
XLK -333 -7.1%
UNH -283 -100.0%
BND -275 -100.0%
IQV -250 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type