StockDriftsStockDriftsTop 50 Financial Insights INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.67% | 555.8K | $49.9M | +2.42%(+13.15K) | $62.21(+45.64%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 8.05% | 974.0K | $31.7M | +0.90%(+8.65K) | $24.65(+42.46%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.86% | 31.2K | $23.1M | +4.79%(+1.43K) | $445.09(+62.04%) | 2026-09-30 | |
| DBEF | DBX ETF TR | 5.75% | 412.3K | $22.7M | +2.36%(+9.52K) | $38.96(+41.36%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.43% | 41.7K | $21.4M | -9.52%(-4.39K) | $233.59(+127.47%) | 2026-09-30 | |
| AVLC | AMERICAN CENTY ETF TR | 5.36% | 233.7K | $21.1M | +13.23%(+27.30K) | $83.50(+9.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.26% | 50.3K | $16.8M | +2.12%(+1.05K) | $128.55(+170.01%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 3.92% | 292.4K | $15.5M | +5.00%(+13.94K) | $42.19(+28.68%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.24% | 141.7K | $12.8M | -5.28%(-7.89K) | $38.50(+125.67%) | 2026-09-30 | |
| CASH | PATHWARD FINANCIAL INC | 2.71% | 0 | $10.7M | new | — | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.11% | +68.96% | +10.53% | +64.93% |
| Top 20 Holdings Unweighted | +20.96% | +76.97% | +10.39% | +63.95% |
Financial Insights INC reports $393.84M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.7%), SCHD (8.1%) and QQQ (5.9%). The top 20 holdings account for 71.21% of reported assets. Its disclosed equity book has returned +68.96% on a three-year cumulative basis. Figures reflect the Q3 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