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Financial Insights, Inc.
hedge fundUpdated 9 days agoManaged by Financial Insights, Inc. • Latest filing Q3 2026
Portfolio value
$393.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
30.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $302M |
| Q4 2025 | $298.4M |
| Q1 2026 | $308.6M |
| Q2 2026 | $379.9M |
| Q3 2026 | $393.8M |
Top holdings
151 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $49.9M | 555.8K | 12.67% | Added(+2.4%) | |
| 2 | $31.7M | 974.0K | 8.05% | Added(+0.9%) | |
| 3 | $23.1M | 31.2K | 5.86% | Added(+4.8%) | |
| 4 | ? N/A DBX ETF TR | $22.7M | 412.3K | 5.75% | Added(+2.4%) |
| 5 | $21.4M | 41.7K | 5.43% | Trimmed(-9.5%) | |
| 6 | ? N/A AMERICAN CENTY ETF TR | $21.1M | 233.7K | 5.36% | Added(+13.2%) |
| 7 | $16.8M | 50.3K | 4.26% | Added(+2.1%) | |
| 8 | $15.5M | 292.4K | 3.92% | Added(+5.0%) | |
| 9 | $12.8M | 141.7K | 3.24% | Trimmed(-5.3%) | |
| 10 | $10.7M | 0 | 2.71% | Exited | |
| 11 | $8.6M | 165.5K | 2.18% | Added(+2.5%) | |
| 12 | $6.7M | 94.2K | 1.69% | Added(+1.5%) | |
| 13 | $6.3M | 32.0K | 1.59% | Trimmed(-1.0%) | |
| 14 | $5.5M | 19.5K | 1.41% | Trimmed(-3.5%) | |
| 15 | $5.5M | 11.0K | 1.39% | Trimmed(-9.6%) | |
| 16 | $5M | 21.4K | 1.27% | Trimmed(-0.5%) | |
| 17 | $4.7M | 93.5K | 1.19% | Trimmed(-0.2%) | |
| 18 | ? N/A TCW ETF TRUST | $4.4M | 48.5K | 1.11% | Added(+3.6%) |
| 19 | $4.3M | 12.1K | 1.08% | Trimmed(-3.0%) | |
| 20 | $4.1M | 16.5K | 1.05% | Trimmed(-0.1%) |