account_balance
Investment manager · 13F filer · SEC CIK 1642058
Financial Insights, Inc.
Reported value$394Mas of Sep 30, 2026
Positions151 13 new, 8 sold out
Top 10 weight57.3%SPYM alone is 13%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
12.7%Added +2%
SCHDSchwab Strategic Tr
8.0%
QQQInvesco QQQ Tr
5.9%Added +5%
DBEFDBX ETF Tr
5.8%Added +2%
MSFTMicrosoft Corp
5.4%Trimmed −10%
AVLCAmerican Centy ETF Tr
5.4%Added +13%
AAPLApple Inc.
4.3%Added +2%
SPSMSPDR Series Trust
3.9%Added +5%
VUGVanguard Index FDS
3.2%−5%
CASHPathward Financial, Inc.
2.7%
SPEMSPDR Index SHS FDS
2.2%Added +3%
VEAVanguard Tax-Managed FDS
1.7%
SPYMSPDR Series Trust
12.7%Added +2%
SCHDSchwab Strategic Tr
8.0%
QQQInvesco QQQ Tr
5.9%Added +5%
DBEFDBX ETF Tr
5.8%Added +2%
MSFTMicrosoft Corp
5.4%−10%
AVLCAmerican Centy ETF Tr
5.4%
AAPLApple Inc.
4.3%
SPSMSPDR Series Trust
3.9%
VUG3.2%
CASH2.7%SPEM2.2%
VEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 12.7% Added +2%
SCHD Schwab Strategic Tr 8.0% Held
QQQ Invesco QQQ Tr 5.9% Added +5%
DBEF DBX ETF Tr 5.8% Added +2%
MSFT Microsoft Corp 5.4% Trimmed −10%AVLC American Centy ETF Tr 5.4% Added +13%
AAPL Apple Inc. 4.3% Added +2%SPSM SPDR Series Trust 3.9% Added +5%
VUG Vanguard Index FDS 3.2% Trimmed −5%
CASH Pathward Financial, Inc. 2.7% NewSPEM SPDR Index SHS FDS 2.2% Added +3%
VEA Vanguard Tax-Managed FDS 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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