Financial Insights, Inc. ETF holdings
Tacoma, WA
Reported $295.4M in 91 ETFs in its Form 13F for June 30, 2026.
ETF value
$295.4M
ETFs held
91
Change from prior quarter
+21.7%
With price moves
ETFs as a share of its 13F
77.7%
of $379.9M
Top 10 of 91 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $47.7M | 542,614 | +7,183 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $30.6M | 965,398 | +24,348 shares |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $22.0M | 402,788 | +6,087 shares |
| QQQ | Invesco QQQ Trust | $21.9M | 29,790 | +1,901 shares |
| AVLC | Avantis U.S. Large Cap Equity ETF | $18.6M | 206,355 | New position |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $16.1M | 278,497 | +27,311 shares |
| VUG | Vanguard Morningstar Growth ETF | $12.9M | 149,643 | +121,987 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $8.4M | 161,493 | +24 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $6.6M | 92,812 | +55 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $6.1M | 32,275 | −600 shares |
81 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001642058. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Financial Insights, Inc. own?
Financial Insights, Inc. reported 91 ETF positions worth $295.4M in its Form 13F for June 30, 2026. The largest was SPYM, at $47.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.