Insight Financial Services
- SEC CIK
- 0001765617
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 9, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 193
- +16 vs. Q3 2025
- Portfolio value
- $192.5M
- +$21.6M (+12.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 46,844 | $32.1M | 16.7% | −15,069−24.3% | Reduced | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 936,131 | $22.7M | 11.8% | +468,903+100.4% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 175,138 | $17.6M | 9.1% | −36,619−17.3% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 237,189 | $16.5M | 8.6% | +31,065+15.1% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 480,513 | $15.7M | 8.1% | +86,058+21.8% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 750,091 | $14.7M | 7.6% | +509,710+212.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 156,638 | $14.0M | 7.3% | −42,110−21.2% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 163,955 | $10.8M | 5.6% | +2,143+1.3% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 176,753 | $7.85M | 4.1% | +176,753 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,391 | $7.74M | 4.0% | −20,024−23.7% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,815 | $6.91M | 3.6% | +10,377+77.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 76,466 | $5.66M | 2.9% | −15,135−16.5% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 47,702 | $4.76M | 2.5% | +8,551+21.8% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 144,011 | $4.10M | 2.1% | +91,730+175.5% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 53,195 | $2.68M | 1.4% | −3,603−6.3% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 33,506 | $1.69M | 0.9% | +3,004+9.8% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,141 | $799.5K | 0.4% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,213 | $609.7K | 0.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,769 | $481.0K | 0.2% | −125−6.6% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 742 | $351.2K | 0.2% | +48+6.9% | Added | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,873 | $345.3K | 0.2% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 431 | $264.8K | 0.1% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 1,280 | $263.0K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 542 | $243.7K | 0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $236.0K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 891 | $229.2K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 563 | $197.6K | 0.1% | +35+6.6% | Added | History |
| NVDANVIDIA Corp | Stock | 978 | $182.4K | 0.1% | −108−9.9% | Reduced | History |
| DEDeere & Co | Stock | 286 | $133.3K | 0.1% | +35+13.9% | Added | History |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 2,282 | $108.4K | 0.1% | +86+3.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,072 | $99.5K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 425 | $98.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 132 | $82.8K | <0.1% | −123−48.2% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $80.6K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Information Technology ETF92204A702 | ETF | 96 | $73.0K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 107 | $70.6K | <0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 149 | $69.8K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 942 | $69.6K | <0.1% | −14−1.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 465 | $66.8K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 571 | $65.8K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 597 | $62.8K | <0.1% | 00.0% | Unchanged | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $62.3K | <0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 197 | $58.4K | <0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 198 | $56.9K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| GOOGAlphabet Inc. | Stock | 165 | $51.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $50.9K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 1,227 | $50.0K | <0.1% | +1+0.1% | Added | History |
| FFord Motor Co | Stock | 3,795 | $49.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $49.7K | <0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 200 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 1,820 | $45.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 725 | $45.3K | <0.1% | +114+18.7% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $38.5K | <0.1% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 775 | $38.5K | <0.1% | +515+198.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 100 | $34.6K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,220 | $33.5K | <0.1% | −97−7.4% | Reduced | – |
| CVXChevron Corp | Stock | 217 | $33.1K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 53 | $30.7K | <0.1% | +53 | New | History |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 56 | $27.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 105 | $25.8K | <0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 211 | $25.4K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 158 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $23.4K | <0.1% | 00.0% | Unchanged | History |
| UNGUnited States Natural Gas Fund, LP | ETF | 1,775 | $21.8K | <0.1% | +1,775 | New | History |
| HDHome Depot, Inc. | Stock | 63 | $21.7K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 864 | $21.5K | <0.1% | +1+0.1% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 69 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 55 | $18.4K | <0.1% | +22+66.7% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 41 | $18.3K | <0.1% | 00.0% | Unchanged | – |
| CMGChipotle Mexican Grill Inc | COM | 452 | $16.7K | <0.1% | +285+170.7% | Added | History |
| CSXCSX Corp | Stock | 461 | $16.7K | <0.1% | +146+46.3% | Added | History |
| SKTTanger Inc. | COM | 500 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| SVXYProShares Trust II | SHT VIX ST TRM | 299 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 19 | $16.4K | <0.1% | 00.0% | Unchanged | History |
| ARK Innovation ETF00214Q104 | ETF | 213 | $16.4K | <0.1% | 00.0% | Unchanged | – |
| HEIHeico Corp | COM | 50 | $16.2K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 200 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 341 | $15.2K | <0.1% | 00.0% | Unchanged | – |
| KKRKKR & Co. Inc. | COM | 119 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 590 | $15.1K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 72 | $14.9K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 230 | $14.7K | <0.1% | +41+21.7% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 206 | $13.8K | <0.1% | +206 | New | – |
| BACBank of America Corp | Stock | 249 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 227 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| USOUnited States Oil Fund, LP | UNITS | 186 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 3,040 | $12.8K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 58 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 135 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 296 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 123 | $12.2K | <0.1% | −151−55.1% | Reduced | History |
| DISWalt Disney Co | Stock | 102 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 155 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 118 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| SYMSymbotic Inc. | Stock | 182 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 130 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 57 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 148 | $10.3K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 18 | $10.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.