Financial Insights, Inc.

Q4 2025 13F-HR Holdings

Location
Tacoma, WA
Holdings as of
12/31/2025
Date filed
3/31/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$298,364
Net value change ($000)
-3,631 (-1.2%)
New positions
3
Sold out positions
18
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 2,297 6.3%
IVV 1,268 418.5%
IDVO 1,128 282.7%
PWRD 1,099 108.5%
AAPL 904 7.4%
QQQ 691 4.6%
DBEF 686 4.0%
PSK 481 122.1%
SPSM 463 4.5%
NVDA 452 15.8%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -8,473 -100.0%
MSFT -2,002 -7.9%
GOOGL -915 -100.0%
VOTE -788 -15.6%
VUG -636 -4.1%
PFF -477 -27.6%
UNP -391 -100.0%
NXPI -252 -100.0%
VZ -246 -100.0%
CB -246 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type