Arkolith/Funds/Financial Insights, Inc.

Financial Insights, Inc.

CIK 1642058
Holdings as of Mar 31, 2026·disclosed May 19, 2026·~49-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
54
existing
Trimmed
45
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+138.1%
+12.5%/yr · since Mar '19
Their reported book
+168.8%
held from quarter-end
S&P 500
+200.3%
same window
$9K$15K$20K$25K$31KMar '19Aug '20Feb '22Aug '23Feb '25Jul '26
Financial Insights, Inc. (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
56%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

22% mapped to company sectors

ETF / fund or unclassified
78%
Information Technology
12%
Financials
4%
Consumer Discretionary
3%
Energy
1%
Health Care
1%
Industrials
0%
Communication Services
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Financial Insights, Inc.

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$21.1B
ENVESTNET ASSET MANAGEMENT INC77 / 80$109.6B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$24.7B
RAYMOND JAMES FINANCIAL INC76 / 80$110.3B
LPL Financial LLC76 / 80$104.7B
MORGAN STANLEY75 / 80$573.8B
JPMORGAN CHASE & CO75 / 80$492.5B
ROYAL BANK OF CANADA75 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

130 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$41.0M535.4K
13.3%
+11%
Added · +51K sh
2Schwab Strategic TR
US DIVIDEND EQ
$28.9M941.0K
9.4%
+3.4%
Added · +31K sh
3DBX ETF TR
XTRACK MSCI EAFE
$19.6M396.7K
6.4%
+8.2%
Added · +30K sh
4Microsoft Corp
COM
$16.9M45.6K
5.5%
−5.2%
Reduced · −2K sh
5Invesco QQQ TR
UNIT SER 1
$16.1M27.9K
5.2%
+9.7%
Added · +2K sh
6Apple Inc
COM
$12.5M49.3K
4.1%
+1.6%
Added · +769 sh
7SPDR Series Trust
STATE STREET SPD
$12.1M251.2K
3.9%
+9.2%
Added · +21K sh
8Vanguard Index FDS
GROWTH ETF
$12.1M27.7K
3.9%
−8.2%
Reduced · −2K sh
9SPDR Index SHS FDS
STATE STREET SPD
$7.6M161.5K
2.5%
+6.3%
Added · +10K sh
10Berkshire Hathaway Inc Del
CL B NEW
$7.4M15.5K
2.4%
New
New position
11Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.9M92.8K
1.9%
−1.5%
Reduced · −1K sh
12Vanguard Index FDS
SMALL CP ETF
$5.5M21.1K
1.8%
−3.6%
Reduced · −786 sh
13Vanguard Specialized Funds
DIV APP ETF
$4.8M22.4K
1.6%
+0.2%
Added · +53 sh
14Select Sector SPDR TR
STATE STREET TEC
$4.4M32.9K
1.4%
+0.7%
Added · +215 sh
15SPDR Index SHS FDS
STATE STREET SPD
$4.3M93.8K
1.4%
−0.1%
Reduced · −60 sh
16TCW ETF Trust
TRANSFRM 500 ETF
$3.9M50.6K
1.3%
−4.9%
Reduced · −3K sh
17Vanguard Index FDS
LARGE CAP ETF
$3.7M12.3K
1.2%
−0.7%
Reduced · −81 sh
18Amplify ETF TR
CWP ENHANCED DIV
$3.4M74.9K
1.1%
+5.8%
Added · +4K sh
19Parnassus Income FDS
CORE SELECT ETF
$3.3M132.2K
1.1%
+15%
Added · +17K sh
20Amazon Com Inc
COM
$3.3M15.6K
1.1%
+16%
Added · +2K sh
21Dimensional ETF Trust
US CORE EQUITY 2
$3.0M78.2K
1.0%
−5.7%
Reduced · −5K sh
22Nvidia Corporation
COM
$2.9M16.5K
0.9%
−7.4%
Reduced · −1K sh
23Vanguard Index FDS
TOTAL STK MKT
$2.8M8.9K
0.9%
+7.5%
Added · +618 sh
24Pimco Equity Ser
RAFI ESG US
$2.6M63.1K
0.9%
~0%
Added · +20 sh
25Wisdomtree TR
US MIDCAP DIVID
$2.6M49.6K
0.8%
−1.6%
Reduced · −828 sh
26Costco Wholesale Corporation
COM
$2.6M2.6K
0.8%
+1.8%
Added · +46 sh
27Vanguard Index FDS
MID CAP ETF
$2.5M8.5K
0.8%
−5.9%
Reduced · −535 sh
28Morgan Stanley ETF Trust
CALVERT INTERNAT
$2.3M32.2K
0.8%
+0.7%
Added · +217 sh
29Ishares TR
NATIONAL MUN ETF
$2.3M22.0K
0.8%
−8.1%
Reduced · −2K sh
30Ishares TR
CORE DIV GRWTH
$2.3M33.0K
0.8%
−1.4%
Reduced · −453 sh
31TCW ETF Trust
TRANSFORM SYSTEM
$2.2M22.8K
0.7%
+4.0%
Added · +885 sh
32Columbia ETF TR I
INTERNATIONAL EQ
$2.2M56.1K
0.7%
−0.2%
Reduced · −92 sh
33Vanguard Whitehall FDS
HIGH DIV YLD
$2.1M14.1K
0.7%
+1.4%
Added · +200 sh
34Amplify ETF TR
CWP INTL ENHANCE
$2.1M50.7K
0.7%
+27%
Added · +11K sh
35Nushares ETF TR
NUVEEN ESG LRGCP
$1.8M20.2K
0.6%
+0.3%
Added · +58 sh
36Vanguard Intl Equity Index F
ALLWRLD EX US
$1.8M24.2K
0.6%
Held
37Ishares TR
ESG MSCI KLD 400
$1.7M14.2K
0.6%
−5.2%
Reduced · −770 sh
38Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.7M31.7K
0.6%
−0.7%
Reduced · −230 sh
39Ishares TR
MSCI USA QLT FCT
$1.4M7.2K
0.4%
−0.9%
Reduced · −66 sh
40Ishares TR
PFD AND INCM SEC
$1.4M44.8K
0.4%
+11%
Added · +4K sh
41SPDR Series Trust
STATE STREET SPD
$1.2M7.0K
0.4%
−1.3%
Reduced · −89 sh
42Cohen & Steers ETF Trust
PREFERRED AND IN
$1.2M48.0K
0.4%
+13%
Added · +6K sh
43Ishares TR
CORE S&P500 ETF
$1.2M1.9K
0.4%
−18%
Reduced · −418 sh
44Exxon Mobil Corp
COM
$1.2M7.2K
0.4%
−1.8%
Reduced · −130 sh
45Broadcom Inc
COM
$1.2M3.9K
0.4%
+4.9%
Added · +179 sh
46Select Sector SPDR TR
STATE STREET IND
$1.2M7.1K
0.4%
+2.5%
Added · +175 sh
47Dimensional ETF Trust
US SMALL CAP ETF
$1.1M16.0K
0.4%
−0.3%
Reduced · −43 sh
48SPDR Series Trust
STATE STREET SPD
$1.0M17.8K
0.3%
+6.9%
Added · +1K sh
49SPDR Series Trust
STATE STREET SPD
$990K32.1K
0.3%
+16%
Added · +4K sh
50Ishares TR
CORE S&P MCP ETF
$984K14.6K
0.3%
−3.6%
Reduced · −550 sh
Showing 50 of 130 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 19, 2026130$308.6M13F-HR
Q4 2025Dec 31, 2025Apr 1, 2026128$298.4M13F-HR
Q3 2025Sep 30, 2025Apr 1, 2026143$302.0M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025127$273.8M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025111$251.2M13F-HR
Q4 2024Dec 31, 2024Mar 5, 2025110$269.4M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024145$316.7M13F-HR
Q2 2024Jun 30, 2024Jul 16, 2024155$359.9M13F-HR
Q1 2024Mar 31, 2024Apr 25, 2024159$358.5M13F-HR
Q4 2023Dec 31, 2023Jan 25, 2024154$319.7M13F-HR
Q3 2023Sep 30, 2023Dec 7, 2023147$280.0M13F-HR
Q2 2023Jun 30, 2023Jan 25, 2024152$272.3M13F-HR
Q1 2023Mar 31, 2023Apr 18, 2023160$245.6M13F-HR
Q4 2022Dec 31, 2022Feb 10, 2023145$211.2M13F-HR
Q3 2022Sep 30, 2022Oct 27, 2022123$148.6M13F-HR
Q2 2022Jun 30, 2022Aug 3, 202282$98.5M13F-HR
Q1 2022Mar 31, 2022May 11, 202284$108.8M13F-HR
Q4 2021Dec 31, 2021Feb 9, 202286$115.9M13F-HR
Q3 2021Sep 30, 2021Nov 12, 202179$108.7M13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021228$1.2B13F-HR
Q1 2021Mar 31, 2021May 12, 202180$135.4M13F-HR
Q4 2020Dec 31, 2020Feb 5, 202179$129.1M13F-HR
Q3 2020Sep 30, 2020Nov 16, 202074$117.5M13F-HR
Q2 2020Jun 30, 2020Aug 20, 202085$112.6M13F-HR

Data source

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.