1y return+18.3%S&P 500 +20.9%
3y return+55.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2021: $160 against $174 in the S&P 500.2
Financial Insights, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $47.7M | 12.6% | +1.3% |
| SCHDSchwab Strategic Tr | $30.6M | 8.1% | +2.6% |
| DBEFDbx Etf Tr | $22.0M | 5.8% | +1.5% |
| QQQInvesco Qqq Tr | $21.9M | 5.8% | +6.8% |
| AVLCAmerican Centy Etf Tr | $18.6M | 4.9% | New |
| MSFTMicrosoft Corp | $17.2M | 4.5% | +1.1% |
| SPSMSpdr Series Trust | $16.1M | 4.2% | +10.9% |
| AAPLApple Inc | $14.3M | 3.8% | |
| VUGVanguard Index Fds | $12.9M | 3.4% | −9.8% |
| CASHPathward Financial Inc | $11.0M | 2.9% | New |
| SPEMSpdr Index Shs Fds | $8.4M | 2.2% | |
| VEAVanguard Tax-managed Fds | $6.6M | 1.7% | |
| XLKSelect Sector Spdr Tr | $6.1M | 1.6% | −1.8% |
| VBVanguard Index Fds | $6.1M | 1.6% | −4.4% |
| BRK/BBerkshire Hathaway Inc Del | $6.1M | 1.6% | −21.5% |
| VIGVanguard Specialized Funds | $5.1M | 1.3% | −3.6% |
| SPDWSpdr Index Shs Fds | $4.7M | 1.2% | |
| VVVanguard Index Fds | $4.3M | 1.1% | +1.4% |
| VOTETcw Etf Trust | $4.1M | 1.1% | −7.5% |
| AMZNAmazon Com Inc | $3.9M | 1.0% | +5.8% |
| DIVOAmplify Etf Tr | $3.5M | 0.9% | |
| VTIVanguard Index Fds | $3.3M | 0.9% | +1.9% |
| NVDANvidia Corporation | $3.3M | 0.9% | +1.3% |
| Dimensional Etf TrustCUSIP 25434V708 | $3.2M | 0.9% | −6.8% |
| RAFEPimco Equity Ser | $2.9M | 0.8% | −2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $3.3M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $6.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $14.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $2.5M |
| DSIIshares Tr | June 30, 2020 | +141.3% | $2.0M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $3.3M |
| VBVanguard Index Fds | June 30, 2020 | +108.0% | $6.1M |
| VIGVanguard Specialized Funds | June 30, 2020 | +101.9% | $5.1M |
| DGROIshares Tr | June 30, 2020 | +101.6% | $2.5M |
| VOTETcw Etf Trust | June 30, 2022 | +101.4% | $4.1M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $1.2M
- HDHome Depot Inc was $288K
- AVUVAmerican Centy Etf Tr was $247K
- FANGDiamondback Energy Inc was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +7.4% | +8.3% |
| March 31, 2023 | +7.7% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −15.5% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Financial Insights, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1642058&type=13F-HR&dateb=&owner=include&count=40CIK 1642058
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1642058/000164205826000005/Filed August 25, 2026 · accession 0001642058-26-000005