StockDriftsStockDriftsTop 50 Financial Insights INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.55% | 542.6K | $47.7M | +1.34%(+7.18K) | $61.99(+44.73%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 8.06% | 965.4K | $30.6M | +2.59%(+24.35K) | $24.59(+38.77%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 5.79% | 402.8K | $22.0M | +1.53%(+6.09K) | $38.59(+42.55%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.77% | 29.8K | $21.9M | +6.82%(+1.90K) | $431.05(+65.85%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 4.89% | 206.4K | $18.6M | new | $82.62(+10.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.53% | 46.1K | $17.2M | +1.06%(+482) | $233.59(+112.18%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.23% | 278.5K | $16.1M | +10.87%(+27.31K) | $41.53(+33.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.75% | 49.3K | $14.3M | -0.03%(-17) | $124.67(+166.51%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.39% | 149.6K | $12.9M | -9.82%(-16.29K) | $38.50(+128.62%) | 2026-06-30 | |
| CASH | PATHWARD FINANCIAL INC | 2.89% | 0 | $11.0M | new | — | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.84% | +59.49% | +9.99% | +60.98% |
| Top 20 Holdings Unweighted | +18.88% | +67.99% | +9.93% | +60.54% |
Financial Insights INC reports $379.93M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.6%), SCHD (8.1%) and DBEF (5.8%). The top 20 holdings account for 70.46% of reported assets. Its disclosed equity book has returned +59.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Insights INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1642058). View Financial Insights INC’s 13F filings on SEC