Financial Insights, Inc.: 13F holdings
CIK 16420582026Q2
| Positions | 147 |
|---|---|
| Reported value | $379.9m |
| Filed | 2026-08-25 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 542,614 | $47.7m | 12.6% |
| SCHD SCHWAB STRATEGIC TR | 965,398 | $30.6m | 8.1% |
| DBEF DBX ETF TR | 402,788 | $22.0m | 5.8% |
| QQQ INVESCO QQQ TR | 29,790 | $21.9m | 5.8% |
| SPYM AMERICAN CENTY ETF TR | 206,355 | $18.6m | 4.9% |
| MSFT MICROSOFT CORP | 46,108 | $17.2m | 4.5% |
| SPSM SPDR SERIES TRUST | 278,497 | $16.1m | 4.2% |
| AAPL APPLE INC | 49,296 | $14.3m | 3.8% |
| VUG VANGUARD INDEX FDS | 149,643 | $12.9m | 3.4% |
| CASH PATHWARD FINANCIAL INC | 0 | $11.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1642058")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.