Financial Insights, Inc.

TACOMA, WA · CIK 1642058 · 13F filing filed 2026-08-25

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTacoma, WA

$379.9m reported value +23.1% vs Q1 2026

147positions

55.9%in top 10

21 new 48 added 49 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	542,614	$47.7m12.55%	12.55%	Added +7.2k	+7,183 1.3%
2	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	965,398	$30.6m8.06%	8.06%	Added +24.3k	+24,348 2.6%
3	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	402,788	$22.0m5.79%	5.79%	Added +6.1k	+6,087 1.5%
4	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	29,790	$21.9m5.77%	5.77%	Added +1.9k	+1,901 6.8%
5	AMERICAN CENTY ETF TR AVANTIS US LARG AVLC	AVLC	206,355	$18.6m4.89%	4.89%	New
6	MICROSOFT CORP COM MSFT	MSFT	46,108	$17.2m4.53%	4.53%	Added +482	+482 1.1%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	278,497	$16.1m4.23%	4.23%	Added +27.3k	+27,311 10.9%
8	APPLE INC COM AAPL	AAPL	49,296	$14.3m3.75%	3.75%	Reduced -17	-17 -0.0%
9	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	149,643	$12.9m3.39%	3.39%	Reduced -16.3k	-16,293 -9.8%
10	PATHWARD FINANCIAL INC COM CASH	CASH	0	$11.0m2.89%	2.89%	New
11	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	161,493	$8.4m2.20%	2.20%	Added +24	+24 0.0%
12	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	92,812	$6.6m1.74%	1.74%	Added +55	+55 0.1%
13	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	32,275	$6.1m1.62%	1.62%	Reduced -600	-600 -1.8%
14	VANGUARD INDEX FDS SMALL CP ETF VB	VB	20,176	$6.1m1.61%	1.61%	Reduced -934	-934 -4.4%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,157	$6.1m1.60%	1.60%	Reduced -3.3k	-3,334 -21.5%
16	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	21,545	$5.1m1.34%	1.34%	Reduced -812	-812 -3.6%
17	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	93,637	$4.7m1.24%	1.24%	Reduced -175	-175 -0.2%
18	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	12,461	$4.3m1.13%	1.13%	Added +177	+177 1.4%
19	TCW ETF TRUST TRANSFRM 500 ETF VOTE	VOTE	46,806	$4.1m1.09%	1.09%	Reduced -3.8k	-3,804 -7.5%
20	AMAZON COM INC COM AMZN	AMZN	16,536	$3.9m1.04%	1.04%	Added +906	+906 5.8%
21	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	75,545	$3.5m0.91%	0.91%	Added +625	+625 0.8%
22	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,035	$3.3m0.88%	0.88%	Added +165	+165 1.9%
23	NVIDIA CORPORATION COM NVDA	NVDA	16,681	$3.3m0.88%	0.88%	Added +219	+219 1.3%
24	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	72,907	$3.2m0.85%	0.85%	Reduced -5.3k	-5,288 -6.8%
25	PIMCO EQUITY SER RAFI ESG US RAFE	RAFE	61,530	$2.9m0.78%	0.78%	Reduced -1.6k	-1,582 -2.5%
26	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	22,209	$2.7m0.72%	0.72%	Reduced -639	-639 -2.8%
27	WISDOMTREE TR US MIDCAP DIVID DON	DON	48,305	$2.7m0.72%	0.72%	Reduced -1.2k	-1,246 -2.5%
28	MORGAN STANLEY ETF TRUST CALVERT INTERNAT CVIE	CVIE	31,990	$2.7m0.72%	0.72%	Reduced -233	-233 -0.7%
29	VANGUARD INDEX FDS MID CAP ETF VO	VO	31,180	$2.5m0.66%	0.66%	Reduced -3.0k	-2,988 -8.8%
30	ISHARES TR CORE DIV GRWTH DGRO	DGRO	32,636	$2.5m0.65%	0.65%	Reduced -374	-374 -1.1%
31	COSTCO WHSL CORP NEW COM COST	COST	2,632	$2.5m0.65%	0.65%	Added +29	+29 1.1%
32	PARNASSUS INCOME FDS CORE SELECT ETF PRCS	PRCS	82,368	$2.4m0.62%	0.62%	Reduced -49.9k	-49,850 -37.7%
33	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	19,500	$2.3m0.60%	0.60%	Reduced -702	-702 -3.5%
34	AMPLIFY ETF TR CWP INTL ENHANCE IDVO	IDVO	54,234	$2.3m0.60%	0.60%	Added +3.6k	+3,575 7.1%
35	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	14,068	$2.2m0.59%	0.59%	Unchanged
36	COLUMBIA ETF TR I INTERNATIONAL EQ INEQ	INEQ	57,093	$2.2m0.58%	0.58%	Added +992	+992 1.8%
37	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	24,238	$2.0m0.53%	0.53%	Unchanged
38	ISHARES TR NATIONAL MUN ETF MUB	MUB	18,241	$2.0m0.52%	0.52%	Reduced -3.8k	-3,750 -17.1%
39	ISHARES TR MSCI KLD400 SOC DSI	DSI	13,724	$2.0m0.51%	0.51%	Reduced -427	-427 -3.0%
40	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	31,571	$1.9m0.50%	0.50%	Reduced -100	-100 -0.3%
41	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	6,792	$1.5m0.39%	0.39%	Reduced -445	-445 -6.2%
42	ISHARES TR CORE S&P500 ETF IVV	IVV	1,956	$1.5m0.39%	0.39%	Added +81	+81 4.3%
43	ISHARES TR PFD AND INCM SEC PFF	PFF	47,116	$1.4m0.38%	0.38%	Added +2.4k	+2,350 5.2%
44	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,993	$1.4m0.38%	0.38%	Added +751	+751 23.2%
45	BROADCOM INC COM AVGO	AVGO	3,586	$1.4m0.36%	0.36%	Reduced -264	-264 -6.9%
46	SELECT SECTOR SPDR TR INDL XLI	XLI	7,148	$1.3m0.35%	0.35%	Unchanged
47	SPDR SER TR SSGA US LRG ETF LGLV	LGLV	6,905	$1.3m0.33%	0.33%	Reduced -46	-46 -0.7%
48	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	15,169	$1.2m0.33%	0.33%	Reduced -810	-810 -5.1%
49	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,106	$1.2m0.32%	0.32%	Reduced -119	-119 -5.3%
50	COHEN & STEERS ETF TRUST PREFERRED AND IN CSPF	CSPF	46,903	$1.2m0.32%	0.32%	Reduced -1.1k	-1,074 -2.2%
51	APPLIED MATLS INC COM AMAT	AMAT	1,536	$1.1m0.29%	0.29%	Added +81	+81 5.6%
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,398	$1.1m0.29%	0.29%	Reduced -175	-175 -1.2%
53	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,615	$1.1m0.29%	0.29%	Added +3	+3 0.2%
54	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	18,245	$1.1m0.29%	0.29%	Added +427	+427 2.4%
55	STARBUCKS CORP COM SBUX	SBUX	10,502	$1.1m0.28%	0.28%	Reduced -325	-325 -3.0%
56	SPDR SER TR ICE PFD SEC ETF PSK	PSK	34,845	$1.1m0.28%	0.28%	Added +2.8k	+2,750 8.6%
57	JPMORGAN CHASE & CO COM JPM	JPM	3,089	$1.0m0.27%	0.27%	Added +602	+602 24.2%
58	ELI LILLY & CO COM LLY	LLY	817	$979.9k0.26%	0.26%	Added +34	+34 4.3%
59	VANGUARD WORLD FD INF TECH ETF VGT	VGT	7,668	$916.5k0.24%	0.24%	Reduced -2.0k	-2,036 -21.0%
60	CISCO SYS INC COM CSCO	CSCO	7,459	$876.1k0.23%	0.23%	Added +1.2k	+1,239 19.9%
61	JOHNSON & JOHNSON COM JNJ	JNJ	3,380	$858.5k0.23%	0.23%	Added +32	+32 1.0%
62	PGIM ETF TR JENNISON INT OPP PJIO	PJIO	11,843	$824.9k0.22%	0.22%	Added +1.5k	+1,499 14.5%
63	GE VERNOVA INC COM GEV	GEV	699	$821.2k0.22%	0.22%	Reduced -10	-10 -1.4%
64	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	30,632	$812.4k0.21%	0.21%	Added +25	+25 0.1%
65	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	16,990	$810.6k0.21%	0.21%	Unchanged
66	VISA INC COM CL A V	V	2,255	$773.7k0.20%	0.20%	Reduced -135	-135 -5.7%
67	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,225	$773.0k0.20%	0.20%	Reduced -371	-371 -5.6%
68	IMPAX FUNDS SERIES TRUST I GLOB SUS INF ETF BLDX	BLDX	29,228	$761.6k0.20%	0.20%	Reduced -554	-554 -1.9%
69	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	9,745	$756.0k0.20%	0.20%	Added +3.4k	+3,393 53.4%
70	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,078	$746.2k0.20%	0.20%	Unchanged
71	ALPHABET INC CAP STK CL C GOOG	GOOG	2,034	$718.7k0.19%	0.19%	Reduced -25	-25 -1.2%
72	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	732	$706.4k0.19%	0.19%	New
73	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	7,008	$688.2k0.18%	0.18%	Unchanged
74	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,594	$681.3k0.18%	0.18%	Reduced -1.0k	-1,000 -17.9%
75	WELLS FARGO CO NEW COM WFC	WFC	8,055	$665.7k0.18%	0.18%	Reduced -700	-700 -8.0%
76	SOUND FINL BANCORP INC COM SFBC	SFBC	14,897	$642.2k0.17%	0.17%	Unchanged
77	WALMART INC COM WMT	WMT	5,569	$630.7k0.17%	0.17%	Reduced -7	-7 -0.1%
78	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	12,350	$627.9k0.17%	0.17%	Unchanged
79	MCDONALDS CORP COM MCD	MCD	2,212	$597.8k0.16%	0.16%	Reduced -80	-80 -3.5%
80	COCA COLA CO COM KO	KO	7,201	$585.2k0.15%	0.15%	Added +1.4k	+1,369 23.5%
81	CATERPILLAR INC COM CAT	CAT	537	$571.3k0.15%	0.15%	Added +8	+8 1.5%
82	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,505	$545.9k0.14%	0.14%	Unchanged
83	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	6,631	$543.3k0.14%	0.14%	Unchanged
84	ISHARES TR MSCI ACWI ETF ACWI	ACWI	3,423	$537.3k0.14%	0.14%	New
85	INTEL CORP COM INTC	INTC	3,841	$536.3k0.14%	0.14%	New
86	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	1,441	$527.1k0.14%	0.14%	Reduced -8	-8 -0.6%
87	ABBVIE INC COM ABBV	ABBV	2,083	$524.1k0.14%	0.14%	Added +45	+45 2.2%
88	ISHARES TR RUS MD CP GR ETF IWP	IWP	3,522	$515.7k0.14%	0.14%	Reduced -400	-400 -10.2%
89	J P MORGAN EXCHANGE TRADED F HIGH YIELD MUNI JMHI	JMHI	9,946	$503.6k0.13%	0.13%	Added +637	+637 6.8%
90	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	6,161	$499.0k0.13%	0.13%	Added +828	+828 15.5%
91	META PLATFORMS INC CL A META	META	879	$495.1k0.13%	0.13%	Added +23	+23 2.7%
92	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,526	$484.9k0.13%	0.13%	Unchanged
93	GE AEROSPACE COM NEW GE	GE	1,297	$484.7k0.13%	0.13%	Added +473	+473 57.4%
94	TESLA INC COM TSLA	TSLA	1,119	$470.7k0.12%	0.12%	Unchanged
95	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	7,168	$438.0k0.12%	0.12%	Unchanged
96	ISHARES TR MSCI EAFE ETF EFA	EFA	4,158	$431.9k0.11%	0.11%	Unchanged
97	SPDR GOLD TR GOLD SHS GLD	GLD	1,170	$431.0k0.11%	0.11%	Added +60	+60 5.4%
98	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,417	$423.8k0.11%	0.11%	Unchanged
99	NETFLIX INC COM NFLX	NFLX	5,670	$404.8k0.11%	0.11%	Unchanged
100	CORNING INC COM GLW	GLW	1,580	$403.6k0.11%	0.11%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	7,155	$1.2m7.2k shares
HOME DEPOT INC HD	HD	875	$287.8k875 shares
AMERICAN CENTY ETF TR AVUV	AVUV	2,237	$247.1k2.2k shares
DIAMONDBACK ENERGY INC FANG	FANG	1,044	$206.5k1.0k shares