Financial Insights, Inc.

CIK 0001642058 • 6 13F filings • Apr 25, 2025 – Aug 25, 2026

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Filer information

Filed by: Financial Insights, Inc., Managing Partner
Address: 1551 BROADWAY, SUITE 600, TACOMA, WA, 98402
Phone: 253-627-6010
AUM: $298.4M

AUM over time

$379.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $308.6M122 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$443K	0.1%Prev: 0.1%	2,038 SH	Increased+529 SH
ADVANCED MICRO DEVICES INC	COM	$453K	0.1%Prev: 0.1%	2,225 SH	Increased+46 SH
ALPHABET INC	CAP STK CL A	$932K	0.3%Prev: 0.2%	3,242 SH	Increased-74 SH
ALPHABET INC	CAP STK CL C	$591K	0.2%Prev: 0.1%	2,059 SH	Increased+616 SH
ALPS ETF TR	ALERIAN MLP	$264K	0.1%	5,010 SH	New
AMAZON COM INC	COM	$3.3M	1.1%Prev: 1.0%	15,630 SH	Increased+2,770 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$247K	0.1%	2,237 SH	New
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$229K	0.1%Prev: 0.9%	3,466 SH	Decreased-39,422 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$3.4M	1.1%Prev: 0.9%	74,920 SH	Increased+20,065 SH
AMPLIFY ETF TR	CWP INTL ENHANCE	$2.1M	0.7%	50,659 SH	New
APPLE INC	COM	$12.5M	4.1%Prev: 5.8%	49,313 SH	Decreased-15,808 SH
APPLIED MATLS INC	COM	$497K	0.2%Prev: 0.1%	1,455 SH	Increased-911 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.4M	2.4%Prev: 3.8%	15,491 SH	Decreased-2,613 SH
BOEING CO	COM	$301K	0.1%	1,514 SH	New
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.3%	3,850 SH	Increased-1,225 SH
CATERPILLAR INC	COM	$375K	0.1%	529 SH	New
CHEVRON CORPORATION	COM	$646K	0.2%	3,122 SH	New
CISCO SYS INC	COM	$483K	0.2%Prev: 0.1%	6,220 SH	Increased+1,354 SH
COCA COLA CO	COM	$444K	0.1%Prev: 0.1%	5,832 SH	Increased+1,088 SH
COHEN & STEERS ETF TRUST	PREFERRED AND IN	$1.2M	0.4%	47,977 SH	New
COLUMBIA ETF TR I	INTERNATIONAL EQ	$2.2M	0.7%	56,101 SH	New
COSTCO WHOLESALE CORPORATION	COM	$2.6M	0.8%	2,603 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$19.6M	6.4%Prev: 5.6%	396,701 SH	Increased+70,994 SH
DEERE & CO	COM	$243K	0.1%	432 SH	New
DIAMONDBACK ENERGY INC	COM	$206K	0.1%	1,044 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.0M	1.0%Prev: 2.1%	78,195 SH	Decreased-82,567 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$470K	0.2%Prev: 0.1%	6,631 SH	Increased+2,095 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$235K	0.1%	4,852 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	0.4%Prev: 0.4%	15,979 SH	Increased-520 SH
ELI LILLY & CO	COM	$720K	0.2%Prev: 0.2%	783 SH	Increased+180 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$460K	0.1%Prev: 0.1%	10,318 SH	Increased+2,489 SH
EXXON MOBIL CORP	COM	$1.2M	0.4%Prev: 0.3%	7,155 SH	Increased+1,319 SH
GE AEROSPACE	COM NEW	$234K	0.1%	824 SH	New
GE VERNOVA INC	COM	$619K	0.2%	709 SH	New
HOME DEPOT INC	COM	$288K	0.1%Prev: 0.1%	875 SH	Decreased-5 SH
IMPAX FUNDS SERIES TRUST I	GLOBAL INFRASTRU	$764K	0.2%	29,782 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$287K	0.1%Prev: 0.1%	1,183 SH	Increased+269 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$115K	0.0%Prev: 0.1%	10,600 SH	Decreased-3,600 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$613K	0.2%Prev: 0.2%	12,350 SH	Increased+1,535 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$248K	0.1%Prev: 0.1%	11,600 SH	Decreased-2,500 SH
INVESCO QQQ TR	UNIT SER 1	$16.1M	5.2%Prev: 4.0%	27,889 SH	Increased+6,290 SH
ISHARES TR	CORE DIV GRWTH	$2.3M	0.8%Prev: 0.9%	33,010 SH	Increased-1,576 SH
ISHARES TR	CORE HIGH DV ETF	$343K	0.1%Prev: 0.1%	2,527 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$984K	0.3%Prev: 0.3%	14,573 SH	Increased+2,570 SH
ISHARES TR	CORE S&P SCP ETF	$695K	0.2%	5,594 SH	New
ISHARES TR	CORE S&P500 ETF	$1.2M	0.4%Prev: 0.1%	1,875 SH	Increased+1,460 SH
ISHARES TR	ESG AW MSCI EAFE	$359K	0.1%Prev: 0.1%	3,753 SH	Decreased-801 SH
ISHARES TR	ESG MSCI KLD 400	$1.7M	0.6%Prev: 0.9%	14,151 SH	Decreased-7,226 SH
ISHARES TR	ESG OPTIMIZED	$243K	0.1%	1,840 SH	New
ISHARES TR	EXPND TEC SC ETF	$270K	0.1%	2,279 SH	New
ISHARES TR	MSCI EAFE ETF	$404K	0.1%Prev: 0.2%	4,158 SH	Increased-589 SH
ISHARES TR	MSCI USA QLT FCT	$1.4M	0.4%Prev: 0.5%	7,237 SH	Increased-503 SH
ISHARES TR	NATIONAL MUN ETF	$2.3M	0.8%Prev: 1.3%	21,991 SH	Decreased-9,648 SH
ISHARES TR	PFD AND INCM SEC	$1.4M	0.4%Prev: 0.6%	44,766 SH	Decreased-4,666 SH
ISHARES TR	RUS 1000 GRW ETF	$703K	0.2%Prev: 0.2%	1,649 SH	Increased-54 SH
ISHARES TR	RUS 1000 VAL ETF	$658K	0.2%Prev: 0.2%	3,078 SH	Increased-191 SH
ISHARES TR	RUS MD CP GR ETF	$502K	0.2%Prev: 0.2%	3,922 SH	Decreased-545 SH
ISHARES TR	S&P 500 GRWT ETF	$399K	0.1%Prev: 0.1%	3,526 SH	Increased-206 SH
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$464K	0.2%	9,309 SH	New
JOHNSON & JOHNSON	COM	$818K	0.3%Prev: 0.2%	3,348 SH	Increased-373 SH
JOHNSON CONTROLS INTERNATION	SHS	$225K	0.1%	1,716 SH	New
JPMORGAN CHASE & CO	COM	$732K	0.2%	2,487 SH	New
MCDONALDS CORP	COM	$712K	0.2%Prev: 0.3%	2,292 SH	Increased+145 SH
META PLATFORMS INC	CL A	$490K	0.2%Prev: 0.2%	856 SH	Increased+168 SH
MICROSOFT CORP	COM	$16.9M	5.5%Prev: 7.4%	45,626 SH	Decreased-3,888 SH
MONSTER BEVERAGE CORP NEW	COM	$217K	0.1%Prev: 0.1%	3,000 SH	Increased-500 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$2.3M	0.8%	32,223 SH	New
NETFLIX INC.	COM	$545K	0.2%	5,670 SH	New
NUSHARES ETF TR	NUVEEN ESG INTL	$214K	0.1%Prev: 0.1%	5,916 SH	Increased-524 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.8M	0.6%	20,202 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$237K	0.1%Prev: 0.2%	5,250 SH	Decreased-5,205 SH
NVIDIA CORPORATION	COM	$2.9M	0.9%Prev: 0.7%	16,462 SH	Increased-180 SH
ORACLE CORP	COM	$213K	0.1%	1,445 SH	New
PARNASSUS INCOME FDS	CORE SELECT ETF	$3.3M	1.1%	132,218 SH	New
PGIM ETF TR	JENNISON INT OPP	$573K	0.2%	10,344 SH	New
PIMCO EQUITY SER	RAFI ESG US	$2.6M	0.9%	63,112 SH	New
PIMCO ETF TR	ENHANCD SHORT	$269K	0.1%Prev: 0.1%	2,715 SH	Decreased-141 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$333K	0.1%	3,478 SH	New
PIMCO ETF TR	MULTISECTOR BD	$802K	0.3%	30,607 SH	New
PROCTER & GAMBLE CO	COM	$368K	0.1%	2,549 SH	New
PROSHARES TR	ULTRAPRO QQQ	$222K	0.1%	5,333 SH	New
RTX CORPORATION	COM	$295K	0.1%	1,527 SH	New
SBA COMMUNICATIONS CORP	CL A	$301K	0.1%	1,750 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$28.9M	9.4%Prev: 10.3%	941,050 SH	Increased+16,707 SH
SELECT SECTOR SPDR TR	STATE STREET IND	$1.2M	0.4%	7,148 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.4M	1.4%	32,875 SH	New
SOUND FINL BANCORP INC	COM	$651K	0.2%Prev: 0.3%	14,897 SH	Decreased
SPDR GOLD TR	GOLD SHS	$478K	0.2%	1,110 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$11.9M	3.8%	255,281 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$57.8M	18.7%	869,353 SH	New
STARBUCKS CORP	COM	$970K	0.3%Prev: 0.4%	10,827 SH	Increased+994 SH
TCW ETF TRUST	TRANSFORM SYSTEM	$2.2M	0.7%	22,848 SH	New
TCW ETF TRUST	TRANSFRM 500 ETF	$3.9M	1.3%Prev: 2.8%	50,610 SH	Decreased-55,413 SH
TESLA INC	COM	$416K	0.1%Prev: 0.2%	1,119 SH	Decreased-547 SH
TJX COS INC NEW	COM	$259K	0.1%Prev: 0.1%	1,623 SH	Increased-217 SH
TRANE TECHNOLOGIES PLC	SHS	$290K	0.1%Prev: 0.2%	697 SH	Decreased-528 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$282K	0.1%	736 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$12.1M	3.9%Prev: 5.4%	27,656 SH	Decreased-8,686 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.7M	1.2%Prev: 1.3%	12,284 SH	Increased-342 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.5M	0.8%Prev: 1.2%	8,542 SH	Decreased-3,526 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$305K	0.1%Prev: 0.1%	3,434 SH	Increased+158 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$963K	0.3%Prev: 0.2%	1,612 SH	Increased+418 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.5M	1.8%Prev: 1.8%	21,110 SH	Increased+425 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$438K	0.1%Prev: 0.2%	1,449 SH	Increased-257 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	0.9%Prev: 0.9%	8,870 SH	Increased+330 SH
VANGUARD INDEX FDS	VALUE ETF	$491K	0.2%Prev: 0.1%	2,505 SH	Increased+1,116 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	0.6%Prev: 0.6%	24,238 SH	Increased-196 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	0.6%Prev: 0.5%	31,671 SH	Increased+4,553 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$493K	0.2%	6,352 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.8M	1.6%Prev: 1.8%	22,357 SH	Increased-332 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.9M	1.9%Prev: 1.8%	92,757 SH	Increased+4,229 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.1M	0.7%Prev: 0.7%	14,068 SH	Increased+598 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$660K	0.2%Prev: 0.1%	7,008 SH	Increased+3,267 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$386K	0.1%Prev: 0.4%	1,417 SH	Decreased-1,920 SH
VANGUARD WORLD FD	INF TECH ETF	$846K	0.3%Prev: 0.2%	1,213 SH	Increased+92 SH
VERIZON COMMUNICATIONS INC	COM	$313K	0.1%	6,237 SH	New
VISA INC	COM CL A	$722K	0.2%Prev: 0.4%	2,390 SH	Decreased-142 SH
WALMART INC	COM	$693K	0.2%Prev: 0.2%	5,576 SH	Increased-911 SH
WASTE MGMT INC DEL	COM	$248K	0.1%Prev: 0.1%	1,080 SH	Decreased-170 SH
WELLS FARGO & CO	COM	$697K	0.2%	8,755 SH	New
WISDOMTREE TR	US MIDCAP DIVID	$2.6M	0.8%Prev: 1.2%	49,551 SH	Decreased-9,543 SH
WISDOMTREE TR	US MIDCAP FUND	$240K	0.1%Prev: 0.1%	3,563 SH	Increased

Sold (vs prior filing)

CHEVRON CORP NEW — $201K
CHIPOTLE MEXICAN GRILL INC — $268K
CHUBB LIMITED — $253K
COSTCO WHSL CORP NEW — $2.4M
FISERV INC — $231K
INVESCO EXCHANGE TRADED FD T — $143K
ISHARES TR — $229K
ISHARES TR — $211K
JPMORGAN CHASE & CO. — $601K
NETFLIX INC — $543K
NXP SEMICONDUCTORS N V — $209K
PROCTER AND GAMBLE CO — $427K
RAYMOND JAMES FINL INC — $286K
SALESFORCE INC — $295K
SBA COMMUNICATIONS CORP NEW — $385K
SELECT SECTOR SPDR TR — $891K
SELECT SECTOR SPDR TR — $778K
SELECT SECTOR SPDR TR — $3.5M
SPDR INDEX SHS FDS — $3.5M
SPDR INDEX SHS FDS — $6.0M
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Apr 1, 2026	Q4 2025	13F-HR	0001085146-26-000292	$298.4M	View
Apr 1, 2026	Q3 2025	13F-HR	0001085146-26-000291	$302.0M	View
Aug 25, 2026	Q2 2026