Financial Insights, Inc. holds a focused book of 130 stocks worth $308.6M as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Microsoft Corp. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 13% of the equity book. Cloning the disclosed picks since 2019 would be +138% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +168.8%, a 30.7-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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.
22% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Financial Insights, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 79 / 80 | $21.1B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $109.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $24.7B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $110.3B |
| LPL Financial LLC | 76 / 80 | $104.7B |
| MORGAN STANLEY | 75 / 80 | $573.8B |
| JPMORGAN CHASE & CO | 75 / 80 | $492.5B |
| ROYAL BANK OF CANADA | 75 / 80 | $164.1B |
Ranked by how many of Financial Insights, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust STATE STREET SPD | $41.0M | 535.4K | 13.3% | ▲+11% Added · +51K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $28.9M | 941.0K | 9.4% | ▲+3.4% Added · +31K sh | |
| 3 | DBX ETF TR XTRACK MSCI EAFE | $19.6M | 396.7K | 6.4% | ▲+8.2% Added · +30K sh | |
| 4 | Microsoft Corp COM | $16.9M | 45.6K | 5.5% | ▼−5.2% Reduced · −2K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $16.1M | 27.9K | 5.2% | ▲+9.7% Added · +2K sh | |
| 6 | Apple Inc COM | $12.5M | 49.3K | 4.1% | ▲+1.6% Added · +769 sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $12.1M | 251.2K | 3.9% | ▲+9.2% Added · +21K sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $12.1M | 27.7K | 3.9% | ▼−8.2% Reduced · −2K sh | |
| 9 | SPDR Index SHS FDS STATE STREET SPD | $7.6M | 161.5K | 2.5% | ▲+6.3% Added · +10K sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $7.4M | 15.5K | 2.4% | ▲New New position | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.9M | 92.8K | 1.9% | ▼−1.5% Reduced · −1K sh | |
| 12 | Vanguard Index FDS SMALL CP ETF | $5.5M | 21.1K | 1.8% | ▼−3.6% Reduced · −786 sh | |
| 13 | Vanguard Specialized Funds DIV APP ETF | $4.8M | 22.4K | 1.6% | ▲+0.2% Added · +53 sh | |
| 14 | Select Sector SPDR TR STATE STREET TEC | $4.4M | 32.9K | 1.4% | ▲+0.7% Added · +215 sh | |
| 15 | SPDR Index SHS FDS STATE STREET SPD | $4.3M | 93.8K | 1.4% | ▼−0.1% Reduced · −60 sh | |
| 16 | TCW ETF Trust TRANSFRM 500 ETF | $3.9M | 50.6K | 1.3% | ▼−4.9% Reduced · −3K sh | |
| 17 | Vanguard Index FDS LARGE CAP ETF | $3.7M | 12.3K | 1.2% | ▼−0.7% Reduced · −81 sh | |
| 18 | Amplify ETF TR CWP ENHANCED DIV | $3.4M | 74.9K | 1.1% | ▲+5.8% Added · +4K sh | |
| 19 | Parnassus Income FDS CORE SELECT ETF | $3.3M | 132.2K | 1.1% | ▲+15% Added · +17K sh | |
| 20 | Amazon Com Inc COM | $3.3M | 15.6K | 1.1% | ▲+16% Added · +2K sh | |
| 21 | Dimensional ETF Trust US CORE EQUITY 2 | $3.0M | 78.2K | 1.0% | ▼−5.7% Reduced · −5K sh | |
| 22 | Nvidia Corporation COM | $2.9M | 16.5K | 0.9% | ▼−7.4% Reduced · −1K sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $2.8M | 8.9K | 0.9% | ▲+7.5% Added · +618 sh | |
| 24 | Pimco Equity Ser RAFI ESG US | $2.6M | 63.1K | 0.9% | ▲~0% Added · +20 sh | |
| 25 | Wisdomtree TR US MIDCAP DIVID | $2.6M | 49.6K | 0.8% | ▼−1.6% Reduced · −828 sh | |
| 26 | Costco Wholesale Corporation COM | $2.6M | 2.6K | 0.8% | ▲+1.8% Added · +46 sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $2.5M | 8.5K | 0.8% | ▼−5.9% Reduced · −535 sh | |
| 28 | Morgan Stanley ETF Trust CALVERT INTERNAT | $2.3M | 32.2K | 0.8% | ▲+0.7% Added · +217 sh | |
| 29 | Ishares TR NATIONAL MUN ETF | $2.3M | 22.0K | 0.8% | ▼−8.1% Reduced · −2K sh | |
| 30 | Ishares TR CORE DIV GRWTH | $2.3M | 33.0K | 0.8% | ▼−1.4% Reduced · −453 sh | |
| 31 | TCW ETF Trust TRANSFORM SYSTEM | $2.2M | 22.8K | 0.7% | ▲+4.0% Added · +885 sh | |
| 32 | Columbia ETF TR I INTERNATIONAL EQ | $2.2M | 56.1K | 0.7% | ▼−0.2% Reduced · −92 sh | |
| 33 | Vanguard Whitehall FDS HIGH DIV YLD | $2.1M | 14.1K | 0.7% | ▲+1.4% Added · +200 sh | |
| 34 | Amplify ETF TR CWP INTL ENHANCE | $2.1M | 50.7K | 0.7% | ▲+27% Added · +11K sh | |
| 35 | Nushares ETF TR NUVEEN ESG LRGCP | $1.8M | 20.2K | 0.6% | ▲+0.3% Added · +58 sh | |
| 36 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.8M | 24.2K | 0.6% | —Held | |
| 37 | Ishares TR ESG MSCI KLD 400 | $1.7M | 14.2K | 0.6% | ▼−5.2% Reduced · −770 sh | |
| 38 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.7M | 31.7K | 0.6% | ▼−0.7% Reduced · −230 sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $1.4M | 7.2K | 0.4% | ▼−0.9% Reduced · −66 sh | |
| 40 | Ishares TR PFD AND INCM SEC | $1.4M | 44.8K | 0.4% | ▲+11% Added · +4K sh | |
| 41 | SPDR Series Trust STATE STREET SPD | $1.2M | 7.0K | 0.4% | ▼−1.3% Reduced · −89 sh | |
| 42 | Cohen & Steers ETF Trust PREFERRED AND IN | $1.2M | 48.0K | 0.4% | ▲+13% Added · +6K sh | |
| 43 | Ishares TR CORE S&P500 ETF | $1.2M | 1.9K | 0.4% | ▼−18% Reduced · −418 sh | |
| 44 | Exxon Mobil Corp COM | $1.2M | 7.2K | 0.4% | ▼−1.8% Reduced · −130 sh | |
| 45 | Broadcom Inc COM | $1.2M | 3.9K | 0.4% | ▲+4.9% Added · +179 sh | |
| 46 | Select Sector SPDR TR STATE STREET IND | $1.2M | 7.1K | 0.4% | ▲+2.5% Added · +175 sh | |
| 47 | Dimensional ETF Trust US SMALL CAP ETF | $1.1M | 16.0K | 0.4% | ▼−0.3% Reduced · −43 sh | |
| 48 | SPDR Series Trust STATE STREET SPD | $1.0M | 17.8K | 0.3% | ▲+6.9% Added · +1K sh | |
| 49 | SPDR Series Trust STATE STREET SPD | $990K | 32.1K | 0.3% | ▲+16% Added · +4K sh | |
| 50 | Ishares TR CORE S&P MCP ETF | $984K | 14.6K | 0.3% | ▼−3.6% Reduced · −550 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 19, 2026 | 130 | $308.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Apr 1, 2026 | 128 | $298.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Apr 1, 2026 | 143 | $302.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 127 | $273.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 111 | $251.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 5, 2025 | 110 | $269.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 145 | $316.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 155 | $359.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 159 | $358.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 25, 2024 | 154 | $319.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Dec 7, 2023 | 147 | $280.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jan 25, 2024 | 152 | $272.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 18, 2023 | 160 | $245.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 145 | $211.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 123 | $148.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 82 | $98.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 84 | $108.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 86 | $115.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 79 | $108.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 228 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 80 | $135.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 79 | $129.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 74 | $117.5M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 20, 2020 | 85 | $112.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.