Financial Insights, Inc.

Q2 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
6/30/2026
Date filed
8/25/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$379,927
Net value change ($000)
+71,330 (23.1%)
New positions
21
Sold out positions
4
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVLC 18,564 NEW
CASH 10,984 NEW
SPYM 6,703 16.4%
QQQ 5,841 36.3%
SPSM 3,924 32.3%
DBEF 2,407 12.3%
XLK 1,780 40.7%
AAPL 1,749 14.0%
SCHD 1,742 6.0%
VUG 810 6.7%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,340 -18.1%
XOM -1,214 -100.0%
PRCS -933 -28.2%
CVX -419 -64.9%
MUB -371 -15.9%
HD -288 -100.0%
AVUV -247 -100.0%
FANG -206 -100.0%
NFLX -140 -25.7%
COST -132 -5.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type