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Alexandria Criss

Financial Insights, Inc.

Assets Managed
$308.597M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
3.43%(2Q avg: 1.12%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Insights, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Financial Insights, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 308.597M in assets, with a quarterly growth rate of 3.43% and a 2-quarter average growth rate of 1.12%. The portfolio is managed by Alexandria Criss, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 10.61%
13.29%
$40.982M
535,431 shares@ $76.55 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 3.45%
9.36%
$28.871M
941,050 shares@ $30.69 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 8.16%
6.36%
$19.597M
396,701 shares@ $49.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.16%
5.48%
$16.89M
45,626 shares@ $370.18 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 9.7%
5.22%
$16.097M
27,889 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.59%
4.06%
$12.515M
49,313 shares@ $253.8 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 9.16%
3.94%
$12.137M
251,186 shares@ $48.33 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -8.19%
3.92%
$12.08M
27,656 shares@ $436.79 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 6.26%
2.46%
$7.574M
161,469 shares@ $46.91 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
New Position
2.41%
$7.423M
15,491 shares@ $479.2 avg price

1-10 of 130