Financial Insights, Inc. has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists 151 separate holdings, managed by Managing Partner Alexandria Criss. The firm’s headquarters is listed as 1551 Broadway, Suite 600, in Tacoma, Washington.
The portfolio is heavily weighted toward technology and large-cap exchange-traded funds. Microsoft Corporation is the largest individual holding, with 21,396,997 shares valued at 41,718 shares. Apple Inc. follows with 16,764,962 shares. Other major technology positions include NVIDIA Corporation with 3,805,209 shares, Broadcom Inc. with 1,277,278 shares, and Advanced Micro Devices Inc. with 1,288,367 shares.
A significant portion of the portfolio is allocated to broad-market ETFs. The SPDR S&P 500 ETF Trust (SPY) is held with 49,885,543 shares. The Vanguard Total Stock Market ETF (VTI) is held with 12,772,890 shares, and the Vanguard S&P 500 ETF (VOO) is held with 1,189,359 shares.
Other notable individual stock positions include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Meta Platforms Inc., and Eli Lilly & Co. The filing also includes positions in various sector-specific ETFs, such as the Select Sector SPDR Technology ETF, the Invesco QQQ Trust, and the iShares Core S&P 500 ETF.
