Institutional
Financial Insights, Inc.
CIK 0001642058
$308.6M
Reported AUM
130
Positions
Q1 2026
Period
2026-05-19
Filed
The Brief · Financial Insights, Inc. · Q1 2026
AI · grounded in 13F
Financial Insights, Inc. established a new position in BRK/B valued at $7.42M. The fund also opened a new position in GOOGL worth $932,270 and increased its holdings in SPYM by 10.6%. On the sell side, the fund trimmed its positions in IVV by 18.2% and VUG by 8.2%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $41.0M | 13.28% | +51,318 | +10.6% |
| 2 | SCHD | SCHWAB STRATEGIC TR | $28.9M | 9.36% | +31,377 | +3.4% |
| 3 | DBEF | DBX ETF TR | $19.6M | 6.35% | +29,902 | +8.2% |
| 4 | MSFT | MICROSOFT CORP | $16.9M | 5.47% | -2,485 | -5.2% |
| 5 | QQQ | INVESCO QQQ TR | $16.1M | 5.22% | +2,464 | +9.7% |
| 6 | AAPL | APPLE INC | $12.5M | 4.06% | +769 | +1.6% |
| 7 | SPSM | SPDR SERIES TRUST | $12.1M | 3.93% | +21,058 | +9.2% |
| 8 | VUG | VANGUARD INDEX FDS | $12.1M | 3.91% | -2,469 | -8.2% |
| 9 | SPEM | SPDR INDEX SHS FDS | $7.6M | 2.45% | +9,500 | +6.3% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.4M | 2.41% | +15,491 | NEW |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 1.93% | -1,417 | -1.5% |
| 12 | VB | VANGUARD INDEX FDS | $5.5M | 1.79% | -786 | -3.6% |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 1.56% | +53 | +0.2% |
| 14 | XLK | SELECT SECTOR SPDR TR | $4.4M | 1.42% | +215 | +0.7% |
| 15 | SPDW | SPDR INDEX SHS FDS | $4.3M | 1.39% | -60 | -0.1% |
| 16 | VOTE | TCW ETF TRUST | $3.9M | 1.25% | -2,595 | -4.9% |
| 17 | VV | VANGUARD INDEX FDS | $3.7M | 1.19% | -81 | -0.7% |
| 18 | DIVO | AMPLIFY ETF TR | $3.4M | 1.09% | +4,100 | +5.8% |
| 19 | PRCS | PARNASSUS INCOME FDS | $3.3M | 1.07% | +17,119 | +14.9% |
| 20 | AMZN | AMAZON COM INC | $3.3M | 1.05% | +2,168 | +16.1% |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $3.0M | 0.98% | -4,717 | -5.7% |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 0.93% | -1,324 | -7.4% |
| 23 | VTI | VANGUARD INDEX FDS | $2.8M | 0.92% | +618 | +7.5% |
| 24 | RAFE | PIMCO EQUITY SER | $2.6M | 0.85% | +20 | +0.0% |
| 25 | DON | WISDOMTREE TR | $2.6M | 0.84% | -828 | -1.6% |
| 26 | COST | COSTCO WHOLESALE CORPORATION | $2.6M | 0.84% | +46 | +1.8% |
| 27 | VO | VANGUARD INDEX FDS | $2.5M | 0.79% | -535 | -5.9% |
| 28 | CVIE | MORGAN STANLEY ETF TRUST | $2.3M | 0.76% | +217 | +0.7% |
| 29 | MUB | ISHARES TR | $2.3M | 0.76% | -1,929 | -8.1% |
| 30 | DGRO | ISHARES TR | $2.3M | 0.75% | -453 | -1.4% |
| 31 | PWRD | TCW ETF TRUST | $2.2M | 0.72% | +885 | +4.0% |
| 32 | INEQ | COLUMBIA ETF TR I | $2.2M | 0.71% | -92 | -0.2% |
| 33 | VYM | VANGUARD WHITEHALL FDS | $2.1M | 0.68% | +200 | +1.4% |
| 34 | IDVO | AMPLIFY ETF TR | $2.1M | 0.66% | +10,834 | +27.2% |
| 35 | NULG | NUSHARES ETF TR | $1.8M | 0.60% | +58 | +0.3% |
| 36 | VEU | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.59% | — | HELD |
| 37 | DSI | ISHARES TR | $1.7M | 0.56% | -770 | -5.2% |
| 38 | VWO | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.55% | -230 | -0.7% |
| 39 | QUAL | ISHARES TR | $1.4M | 0.45% | -66 | -0.9% |
| 40 | PFF | ISHARES TR | $1.4M | 0.44% | +4,400 | +10.9% |
| 41 | LGLV | SPDR SERIES TRUST | $1.2M | 0.40% | -89 | -1.3% |
| 42 | CSPF | COHEN & STEERS ETF TRUST | $1.2M | 0.40% | +5,697 | +13.5% |
| 43 | IVV | ISHARES TR | $1.2M | 0.40% | -418 | -18.2% |
| 44 | XOM | EXXON MOBIL CORP | $1.2M | 0.39% | -130 | -1.8% |
| 45 | AVGO | BROADCOM INC | $1.2M | 0.39% | +179 | +4.9% |
| 46 | XLI | SELECT SECTOR SPDR TR | $1.2M | 0.37% | +175 | +2.5% |
| 47 | DFAS | DIMENSIONAL ETF TRUST | $1.1M | 0.37% | -43 | -0.3% |
| 48 | SPYV | SPDR SERIES TRUST | $1.0M | 0.33% | +1,150 | +6.9% |
| 49 | PSK | SPDR SERIES TRUST | $990K | 0.32% | +4,476 | +16.2% |
| 50 | IJH | ISHARES TR | $984K | 0.32% | -550 | -3.6% |
| 51 | SBUX | STARBUCKS CORP | $970K | 0.31% | -517 | -4.6% |
| 52 | VOO | VANGUARD INDEX FDS | $963K | 0.31% | +161 | +11.1% |
| 53 | GOOGL | ALPHABET INC | $932K | 0.30% | +3,242 | NEW |
| 54 | VGT | VANGUARD WORLD FD | $846K | 0.27% | +2 | +0.2% |
| 55 | JNJ | JOHNSON & JOHNSON | $818K | 0.27% | +84 | +2.6% |
| 56 | PYLD | PIMCO ETF TR | $802K | 0.26% | +957 | +3.2% |
| 57 | SPYD | SPDR SERIES TRUST | $773K | 0.25% | -100 | -0.6% |
| 58 | BLDX | IMPAX FUNDS SERIES TRUST I | $764K | 0.25% | +29,782 | NEW |
| 59 | JPM | JPMORGAN CHASE & CO | $732K | 0.24% | -12 | -0.5% |
| 60 | V | VISA INC | $722K | 0.23% | — | HELD |
| 61 | LLY | ELI LILLY & CO | $720K | 0.23% | +94 | +13.6% |
| 62 | MCD | MCDONALDS CORP | $712K | 0.23% | +101 | +4.6% |
| 63 | IWF | ISHARES TR | $703K | 0.23% | -17 | -1.0% |
| 64 | WMT2 | WELLS FARGO & CO | $697K | 0.23% | -223 | -2.5% |
| 65 | IJR | ISHARES TR | $695K | 0.23% | +1,000 | +21.8% |
| 66 | WMT | WALMART INC | $693K | 0.22% | -9 | -0.2% |
| 67 | VYMI | VANGUARD WHITEHALL FDS | $660K | 0.21% | +100 | +1.4% |
| 68 | IWD | ISHARES TR | $658K | 0.21% | -213 | -6.5% |
| 69 | SFBC | SOUND FINL BANCORP INC | $651K | 0.21% | — | HELD |
| 70 | CVX | CHEVRON CORPORATION | $646K | 0.21% | +1,725 | +123.5% |
| 71 | GEV | GE VERNOVA INC | $619K | 0.20% | -24 | -3.3% |
| 72 | SPHD | INVESCO EXCH TRADED FD TR II | $613K | 0.20% | +700 | +6.0% |
| 73 | GOOG | ALPHABET INC | $591K | 0.19% | — | HELD |
| 74 | PJIO | PGIM ETF TR | $573K | 0.19% | +4,452 | +75.6% |
| 75 | NFLX | NETFLIX INC. | $545K | 0.18% | -700 | -11.0% |
| 76 | IWP | ISHARES TR | $502K | 0.16% | -158 | -3.9% |
| 77 | AMAT | APPLIED MATLS INC | $497K | 0.16% | +48 | +3.4% |
| 78 | VPLS | VANGUARD MALVERN FDS | $493K | 0.16% | +1,128 | +21.6% |
| 79 | VTV | VANGUARD INDEX FDS | $491K | 0.16% | -95 | -3.7% |
| 80 | META | META PLATFORMS INC | $490K | 0.16% | -23 | -2.6% |
| 81 | CSCO | CISCO SYS INC | $483K | 0.16% | +92 | +1.5% |
| 82 | GLD | SPDR GOLD TR | $478K | 0.15% | +1,110 | NEW |
| 83 | DFUS | DIMENSIONAL ETF TRUST | $470K | 0.15% | — | HELD |
| 84 | JMHI | J P MORGAN EXCHANGE TRADED F | $464K | 0.15% | -625 | -6.3% |
| 85 | SGOL | ETFS GOLD TR | $460K | 0.15% | — | HELD |
| 86 | AMD | ADVANCED MICRO DEVICES INC | $453K | 0.15% | -174 | -7.3% |
| 87 | KO | COCA COLA CO | $444K | 0.14% | -169 | -2.8% |
| 88 | ABBV | ABBVIE INC | $443K | 0.14% | +62 | +3.1% |
| 89 | VBK | VANGUARD INDEX FDS | $438K | 0.14% | — | HELD |
| 90 | TSLA | TESLA INC | $416K | 0.13% | +96 | +9.4% |
| 91 | EFA | ISHARES TR | $404K | 0.13% | +103 | +2.5% |
| 92 | IVW | ISHARES TR | $399K | 0.13% | -991 | -21.9% |
| 93 | VHT | VANGUARD WORLD FD | $386K | 0.13% | +35 | +2.5% |
| 94 | SPYX | SPDR SERIES TRUST | $380K | 0.12% | — | HELD |
| 95 | CAT | CATERPILLAR INC | $375K | 0.12% | +1 | +0.2% |
| 96 | PG | PROCTER & GAMBLE CO | $368K | 0.12% | +11 | +0.4% |
| 97 | ESGD | ISHARES TR | $359K | 0.12% | -8 | -0.2% |
| 98 | HDV | ISHARES TR | $343K | 0.11% | — | HELD |
| 99 | LDUR | PIMCO ETF TR | $333K | 0.11% | +1,209 | +53.3% |
| 100 | VZ | VERIZON COMMUNICATIONS INC | $313K | 0.10% | +6,237 | NEW |
| 101 | VNQ | VANGUARD INDEX FDS | $305K | 0.10% | +100 | +3.0% |
| 102 | BA | BOEING CO | $301K | 0.10% | +44 | +3.0% |
| 103 | SBAC | SBA COMMUNICATIONS CORP | $301K | 0.10% | — | HELD |
| 104 | RTX | RTX CORPORATION | $295K | 0.10% | — | HELD |
| 105 | TT | TRANE TECHNOLOGIES PLC | $290K | 0.09% | -213 | -23.4% |
| 106 | HD | HOME DEPOT INC | $288K | 0.09% | +11 | +1.3% |
| 107 | IBM | INTERNATIONAL BUSINESS MACHS | $287K | 0.09% | — | HELD |
| 108 | SMH | VANECK ETF TRUST | $282K | 0.09% | +736 | NEW |
| 109 | IGM | ISHARES TR | $270K | 0.09% | — | HELD |
| 110 | EMNT | PIMCO ETF TR | $269K | 0.09% | -101 | -3.6% |
| 111 | AMLP | ALPS ETF TR | $264K | 0.09% | +20 | +0.4% |
| 112 | TJX | TJX COS INC NEW | $259K | 0.08% | -54 | -3.2% |
| 113 | SDY | SPDR SERIES TRUST | $250K | 0.08% | — | HELD |
| 114 | PEY | INVESCO EXCHANGE TRADED FD T | $248K | 0.08% | — | HELD |
| 115 | WM | WASTE MGMT INC DEL | $248K | 0.08% | — | HELD |
| 116 | AVUV | AMERICAN CENTY ETF TR | $247K | 0.08% | +2,237 | NEW |
| 117 | DE | DEERE & CO | $243K | 0.08% | +1 | +0.2% |
| 118 | SUSA | ISHARES TR | $243K | 0.08% | — | HELD |
| 119 | EZM | WISDOMTREE TR | $240K | 0.08% | — | HELD |
| 120 | NUSC | NUSHARES ETF TR | $237K | 0.08% | -10 | -0.2% |
| 121 | DFUV | DIMENSIONAL ETF TRUST | $235K | 0.08% | — | HELD |
| 122 | GE | GE AEROSPACE | $234K | 0.08% | +44 | +5.6% |
| 123 | ETHO | AMPLIFY ETF TR | $229K | 0.07% | -20 | -0.6% |
| 124 | JCI | JOHNSON CONTROLS INTERNATION | $225K | 0.07% | -15 | -0.9% |
| 125 | TQQQ | PROSHARES TR | $222K | 0.07% | +195 | +3.8% |
| 126 | MNST | MONSTER BEVERAGE CORP NEW | $217K | 0.07% | — | HELD |
| 127 | NUDM | NUSHARES ETF TR | $214K | 0.07% | — | HELD |
| 128 | ORCL | ORACLE CORP | $213K | 0.07% | — | HELD |
| 129 | FANG | DIAMONDBACK ENERGY INC | $206K | 0.07% | +1,044 | NEW |
| 130 | PGX | INVESCO EXCH TRADED FD TR II | $115K | 0.04% | — | HELD |
| 131 | UNH | UNITEDHEALTH GROUP INC | — | — | -857 | EXITED |
| 132 | BND | VANGUARD BD INDEX FDS | — | — | -3,708 | EXITED |
| 133 | IQV | IQVIA HLDGS INC | — | — | -1,107 | EXITED |
| 134 | CRM | SALESFORCE INC | — | — | -872 | EXITED |
| 135 | UPRO | PROSHARES TR | — | — | -1,794 | EXITED |
| 136 | LOW | LOWES COS INC | — | — | -833 | EXITED |
Source: SEC EDGAR · accession 0001642058-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.