Financial Insights, Inc. holds a focused book of 146 reported positions worth $368.9M as of Q2 2026 (disclosed Aug 25, 2026, a ~56-day 13F lag). This quarter they opened Avantis US LG Cap Eq ETF and trimmed Apple Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2019 would be +150% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +170.6%, a 20.5-point gap that is the cost of the ~56-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Financial Insights, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~56 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Financial Insights, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Swiss Re Ltd | 25 / 80 | $1.0B |
| Kearns & Associates LLC | 17 / 80 | $188.1M |
| Nicholas Hoffman & Company, LLC. | 48 / 80 | $4.1B |
| Emerald Advisors, LLC | 32 / 80 | $664.4M |
| Daniel Investment Group, Inc. | 15 / 80 | $140.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Financial Insights, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $47.7M | 542.6K | 12.9% | ▲+1.3% Added · +7K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $30.6M | 965.4K | 8.3% | ▲+2.6% Added · +24K sh | |
| 3 | DBX ETF TR XTRACK MSCI EAFE | $22.0M | 402.8K | 6.0% | ▲+1.5% Added · +6K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $21.9M | 29.8K | 5.9% | ▲+6.8% Added · +2K sh | |
| 5 | American Centy ETF TR AVANTIS US LARG | $18.6M | 206.4K | 5.0% | ▲New New position | |
| 6 | Microsoft Corp COM | $17.2M | 46.1K | 4.7% | ▲+1.1% Added · +482 sh | |
| 7 | SPDR Series Trust ST STR SP600 SML | $16.1M | 278.5K | 4.4% | ▲+11% Added · +27K sh | |
| 8 | Apple Inc COM | $14.3M | 49.3K | 3.9% | ▼~0% Reduced · −17 sh | |
| 9 | Vanguard Index FDS GROWTH ETF | $12.9M | 149.6K | 3.5% | ▲+441% Added · +122K sh | |
| 10 | SPDR Index SHS FDS ST PORT MARK ETF | $8.4M | 161.5K | 2.3% | ▲~0% Added · +24 sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.6M | 92.8K | 1.8% | ▲+0.1% Added · +55 sh | |
| 12 | Select Sector SPDR TR ST STR TECHN ETF | $6.1M | 32.3K | 1.7% | ▼−1.8% Reduced · −600 sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $6.1M | 20.2K | 1.7% | ▼−4.4% Reduced · −934 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $6.1M | 12.2K | 1.6% | ▼−22% Reduced · −3K sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $5.1M | 21.5K | 1.4% | ▼−3.6% Reduced · −812 sh | |
| 16 | SPDR Index SHS FDS ST STR PO EX ETF | $4.7M | 93.6K | 1.3% | ▼−0.2% Reduced · −175 sh | |
| 17 | Vanguard Index FDS LARGE CAP ETF | $4.3M | 12.5K | 1.2% | ▲+1.4% Added · +177 sh | |
| 18 | TCW ETF Trust TRANSFRM 500 ETF | $4.1M | 46.8K | 1.1% | ▼−7.5% Reduced · −4K sh | |
| 19 | Amazon Com Inc COM | $3.9M | 16.5K | 1.1% | ▲+5.8% Added · +906 sh | |
| 20 | Amplify ETF TR CWP ENHANCED DIV | $3.5M | 75.5K | 0.9% | ▲+0.8% Added · +625 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 9.0K | 0.9% | ▲+1.9% Added · +165 sh | |
| 22 | Nvidia Corporation COM | $3.3M | 16.7K | 0.9% | ▲+1.3% Added · +219 sh | |
| 23 | Dimensional ETF Trust US COR EQU 2 ETF | $3.2M | 72.9K | 0.9% | ▼−6.8% Reduced · −5K sh | |
| 24 | Pimco Equity Ser RAFI ESG US | $2.9M | 61.5K | 0.8% | ▼−2.5% Reduced · −2K sh | |
| 25 | TCW ETF Trust TRANS SYSTE ETF | $2.7M | 22.2K | 0.7% | ▼−2.8% Reduced · −639 sh | |
| 26 | Wisdomtree TR US MIDCAP DIVID | $2.7M | 48.3K | 0.7% | ▼−2.5% Reduced · −1K sh | |
| 27 | Morgan Stanley ETF Trust CALVE INDEX ETF | $2.7M | 32.0K | 0.7% | ▼−0.7% Reduced · −233 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $2.5M | 31.2K | 0.7% | ▲+265% Added · +23K sh | |
| 29 | Ishares TR CORE DIV GRWTH | $2.5M | 32.6K | 0.7% | ▼−1.1% Reduced · −374 sh | |
| 30 | Costco Wholesale Corporation COM | $2.5M | 2.6K | 0.7% | ▲+1.1% Added · +29 sh | |
| 31 | Parnassus Income FDS CORE SELECT ETF | $2.4M | 82.4K | 0.6% | ▼−38% Reduced · −50K sh | |
| 32 | Nushares ETF TR NUVEEN ESG LRGCP | $2.3M | 19.5K | 0.6% | ▼−3.5% Reduced · −702 sh | |
| 33 | Amplify ETF TR CWP INTL ENHANCE | $2.3M | 54.2K | 0.6% | ▲+7.0% Added · +4K sh | |
| 34 | Vanguard Whitehall FDS HIGH DIV YLD | $2.2M | 14.1K | 0.6% | —Held | |
| 35 | Columbia ETF TR I INTL EQ INCO ETF | $2.2M | 57.1K | 0.6% | ▲+1.8% Added · +992 sh | |
| 36 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.0M | 24.2K | 0.6% | —Held | |
| 37 | Ishares TR NATIONAL MUN ETF | $2.0M | 18.2K | 0.5% | ▼−17% Reduced · −4K sh | |
| 38 | Ishares TR ESG MSCI KLD ETF | $2.0M | 13.7K | 0.5% | ▼−3.0% Reduced · −427 sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.9M | 31.6K | 0.5% | ▼−0.3% Reduced · −100 sh | |
| 40 | Ishares TR MSCI USA QLT FCT | $1.5M | 6.8K | 0.4% | ▼−6.1% Reduced · −445 sh | |
| 41 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.4% | ▲+4.3% Added · +81 sh | |
| 42 | Ishares TR PFD AND INCM SEC | $1.4M | 47.1K | 0.4% | ▲+5.2% Added · +2K sh | |
| 43 | Alphabet Inc CAP STK CL A | $1.4M | 4.0K | 0.4% | ▲+23% Added · +751 sh | |
| 44 | Broadcom Inc COM | $1.4M | 3.6K | 0.4% | ▼−6.8% Reduced · −264 sh | |
| 45 | Select Sector SPDR TR ST STR INDL ETF | $1.3M | 7.1K | 0.4% | —Held | |
| 46 | SPDR Series Trust ST STR R1K LOWV | $1.3M | 6.9K | 0.3% | ▼−0.7% Reduced · −46 sh | |
| 47 | Dimensional ETF Trust US SMALL CAP ETF | $1.2M | 15.2K | 0.3% | ▼−5.1% Reduced · −810 sh | |
| 48 | Advanced Micro Devices Inc COM | $1.2M | 2.1K | 0.3% | ▼−5.3% Reduced · −119 sh | |
| 49 | Cohen & Steers ETF Trust PFD IN OP AC ETF | $1.2M | 46.9K | 0.3% | ▼−2.2% Reduced · −1K sh | |
| 50 | Applied Matls Inc COM | $1.1M | 1.5K | 0.3% | ▲+5.6% Added · +81 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1642058/holdings"
Use Arkolith to show Financial Insights, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 25, 2026 | 56d | 147 | $379.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 19, 2026 | 49d | 130 | $308.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Apr 1, 2026 | 91d | 128 | $298.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Apr 1, 2026 | 183d | 143 | $302.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 127 | $273.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 111 | $251.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 5, 2025 | 64d | 110 | $269.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 145 | $316.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 16d | 155 | $359.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 25d | 159 | $358.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 25, 2024 | 25d | 154 | $319.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Dec 7, 2023 | 68d | 147 | $280.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jan 25, 2024 | 209d | 152 | $272.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 18, 2023 | 18d | 160 | $245.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 41d | 145 | $211.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 27d | 123 | $148.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 34d | 82 | $98.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 41d | 84 | $108.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 40d | 86 | $115.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 79 | $108.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 43d | 228 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 42d | 80 | $135.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 36d | 79 | $129.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 74 | $117.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.