Financial Insights, Inc.
CIK: 1642058SEC EDGAR →
Portfolio Value
$176.0B
Holdings
130
As of
Q1 2026
New Positions
130
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 535,431 | $41.0B | 23.29% |
| 2 | SCHWAB STRATEGIC TR | 941,050 | $28.9B | 16.41% |
| 3 | DBX ETF TR | 396,701 | $19.6B | 11.14% |
| 4 | SPDR SERIES TRUST | 251,186 | $12.1B | 6.90% |
| 5 | SPDR INDEX SHS FDS | 161,469 | $7.6B | 4.30% |
| 6 | VANGUARD TAX-MANAGED FDS | 92,757 | $5.9B | 3.38% |
| 7 | SPDR INDEX SHS FDS | 93,812 | $4.3B | 2.43% |
| 8 | TCW ETF TRUST | 50,610 | $3.9B | 2.19% |
| 9 | AMPLIFY ETF TR | 74,920 | $3.4B | 1.91% |
| 10 | PARNASSUS INCOME FDS | 132,218 | $3.3B | 1.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $168.2B | 95.6% |
| Unknown | 6 | $5.1B | 2.9% |
| Consumer Cyclical | 6 | $974.9M | 0.6% |
| Consumer Defensive | 5 | $664.6M | 0.4% |
| Communication Services | 4 | $547.2M | 0.3% |
| Technology | 9 | $517.5M | 0.3% |
| Industrials | 8 | $2.2M | 0.0% |
| Energy | 3 | $2.1M | 0.0% |
| Healthcare | 3 | $2.0M | 0.0% |
| Utilities | 1 | $619K | 0.0% |
| Real Estate | 1 | $301K | 0.0% |