Financial Insights, Inc.
All 13F Filings
- Location
- Tacoma, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 298,364
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 3/31/2026 | 128 | 298,364 | 13F-HR | Financial Insights, Inc. |
| Q3 2025 | 3/31/2026 | 143 | 301,995 | 13F-HR | Financial Insights, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.37 K | 23.6% | 0 | 13.18 K | -13.18 K |
| ETFs | 228 K | 76.4% | 9.785 K | 0 | 9.785 K |
| Other | 0 | 0.0% | 0 | 233 | -233 |
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Fund Snapshot
Q4 2025
Latest filed
3/31/2026
Total value ($000)
298,364
Holdings
128
QoQ value change ($000)
-3,631
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.