Financial Insights
Financial Insights reported 151 stocks worth $394M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SPYM (12.7%), SCHD (8.1%) and QQQ (5.9%). Compared with Q2 2026, the fund opened new positions in XOM, LRCX and SUB, added to SPYM, SCHD and QQQ, trimmed MSFT, VUG and XLK and sold out of TT, VZ and CB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $49.9M | 12.7% | 556K | +13K (+2%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $31.7M | 8.1% | 974K | +8,650 (+1%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $23.1M | 5.9% | 31K | +1,428 (+5%) | 8 of 8 | |
| 4 |  DBEF Dbx ETF TR | $22.7M | 5.8% | 412K | +9,524 (+2%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $21.4M | 5.4% | 42K | −4,390 (−10%) | 8 of 8 | |
| 6 |  AVLC American Centy ETF TR | $21.1M | 5.4% | 234K | +27K (+13%) | 2 of 8 | |
| 7 |  AAPL Apple Inc | $16.8M | 4.3% | 50K | +1,046 (+2%) | 8 of 8 | |
| 8 |  SPSM State Street | $15.5M | 3.9% | 292K | +14K (+5%) | 8 of 8 | |
| 9 |  VUG Vanguard Index Fds | $12.8M | 3.2% | 142K | −7,895 (−5%) | 8 of 8 | |
| 10 |  CASH Pathward Financial Inc | $10.7M | 2.7% | 0 | – | 0 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $3.2M | 73K |
DIMENSIONAL U S SMALL CAP ETF | $1.2M | 15K |
 TT Trane Technologies PLC | $334K | 681 |
 VZ Verizon Communications I | $310K | 7,323 |
 CB Chubb Ltd F | $233K | 683 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Insights 13F FAQ
What does Financial Insights own?
Financial Insights reported 151 stocks worth $394M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SPYM (12.7%), SCHD (8.1%) and QQQ (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Insights buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 66 added to, 40 trimmed and 8 sold out. New positions include XOM, LRCX and SUB. It sold all of TT, VZ and CB.
When will Financial Insights file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Insights's portfolio worth?
The Q3 2026 filing reports $394M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.