Financial Insights, Inc. - Portfolio overview

Financial Insights, Inc. has 147 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 11.84%
2. SPLG - SPDR SERIES TRUST, 9.29%
3. SCHD - SCHWAB STRATEGIC TR, 8.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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