Financial Insights, Inc.

Q3 2026 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$393,840
Net value change ($000)
+13,913 (3.7%)
New positions
12
Sold out positions
8
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 4,198 24.4%
AVLC 2,528 13.6%
AAPL 2,501 17.5%
SPYM 2,201 4.6%
EXXONMOBIL HOLDINGS CORP 1,310 NEW
QQQ 1,156 5.3%
SCHD 1,073 3.5%
LRCX 657 NEW
DBEF 653 3.0%
MUB 618 31.5%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -3,234 -100.0%
DFAS -1,249 -100.0%
BRK-B -613 -10.1%
SPSM -603 -3.8%
VB -579 -9.5%
TT -334 -100.0%
VO -324 -12.9%
AMAT -319 -28.7%
VZ -310 -100.0%
CASH -304 -2.8%
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