Financial Insights, Inc. - Portfolio Stock Holdings
Financial Insights, Inc. disclosed 158 stock positions in a recent SEC 13F filing. $383,159,703 of stock holdings were filed, with the largest holdings including SPYM, SCHD, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $746,746,648 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
158Est. Stock Holding Value:
$383,159,703Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Insights, Inc.
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