Insight Financial Services
- SEC CIK
- 0001765617
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 220
- +3 vs. Q1 2026
- Portfolio value
- $208.8M
- +$14.8M (+7.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 45,588 | $34.1M | 16.4% | −834−1.8% | Reduced | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 973,964 | $23.6M | 11.3% | +6,162+0.6% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 240,027 | $18.2M | 8.7% | −1,103−0.5% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 176,007 | $17.7M | 8.5% | −1,160−0.7% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 501,330 | $17.0M | 8.1% | +1,249+0.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 766,729 | $15.0M | 7.2% | +7,551+1.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 150,786 | $14.6M | 7.0% | −2,792−1.8% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 161,401 | $12.4M | 6.0% | −1,841−1.1% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 189,548 | $9.55M | 4.6% | +4,006+2.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 60,687 | $9.00M | 4.3% | −2,579−4.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 100,813 | $8.12M | 3.9% | +1,033+1.0% | AddedConverted for a 4-for-1 split | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 79,703 | $5.85M | 2.8% | +1,400+1.8% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 152,032 | $5.49M | 2.6% | +2,030+1.4% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 46,847 | $4.64M | 2.2% | +40.0% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 51,368 | $2.60M | 1.2% | −1,857−3.5% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 36,381 | $1.83M | 0.9% | −2,116−5.5% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,102 | $860.8K | 0.4% | −13−0.6% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,213 | $607.0K | 0.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,776 | $514.1K | 0.2% | −40−2.2% | Reduced | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,793 | $372.8K | 0.2% | −80−1.6% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,965 | $368.2K | 0.2% | −103−3.4% | ReducedConverted for a 4-for-1 split | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 431 | $317.4K | 0.2% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 1,280 | $304.1K | 0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 491 | $256.5K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 725 | $237.5K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 542 | $228.0K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 978 | $195.7K | 0.1% | −80−7.6% | Reduced | History |
| VVisa Inc. | Stock | 563 | $193.3K | 0.1% | −46−7.6% | Reduced | History |
| DEDeere & Co | Stock | 286 | $181.6K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 691 | $154.7K | 0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 1,725 | $151.4K | 0.1% | 00.0% | Unchanged | History |
| LNTAlliant Energy Corp | Stock | 1,553 | $118.5K | 0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 1,450 | $116.4K | 0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 149 | $113.7K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | Stock | 781 | $106.8K | 0.1% | +781 | New | History |
| Innovator ETFs Tr45783Y699 | UNCAPPED ACCLRTD | 2,025 | $106.6K | 0.1% | −782−27.9% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $104.6K | 0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 759 | $103.8K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 1,952 | $99.2K | <0.1% | −120−5.8% | Reduced | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 550 | $94.0K | <0.1% | +550 | New | History |
| CVXChevron Corp | Stock | 562 | $93.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 383 | $92.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Information Technology ETF92204A702 | ETF | 774 | $92.6K | <0.1% | +6+0.8% | AddedConverted for a 8-for-1 split | – |
| AMZNAmazon Com Inc | Stock | 386 | $92.0K | <0.1% | −128−24.9% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 130 | $89.3K | <0.1% | −2−1.5% | Reduced | – |
| MOAltria Group, Inc. | Stock | 1,240 | $89.2K | <0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 198 | $86.7K | <0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 437 | $79.1K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 597 | $76.7K | <0.1% | 00.0% | Unchanged | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,700 | $74.6K | <0.1% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 465 | $68.3K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 222 | $62.4K | <0.1% | +25+12.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 107 | $60.3K | <0.1% | −18−14.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 53 | $57.1K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 3,795 | $52.8K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 1,228 | $52.0K | <0.1% | +1+0.1% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 725 | $51.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 1,000 | $51.0K | <0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 200 | $50.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 600 | $49.3K | <0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 1,385 | $46.1K | <0.1% | +290+26.5% | Added | History |
| PFEPfizer Inc | Stock | 1,820 | $43.8K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 120 | $42.4K | <0.1% | −49−29.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 107 | $39.9K | <0.1% | +50+87.7% | Added | History |
| HDHome Depot, Inc. | Stock | 113 | $39.9K | <0.1% | +50+79.4% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,220 | $38.7K | <0.1% | 00.0% | Unchanged | – |
| CFFNCapitol Federal Financial, Inc. | COM | 4,442 | $37.8K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 100 | $37.8K | <0.1% | 00.0% | Unchanged | History |
| INGRIngredion Inc | COM | 398 | $37.7K | <0.1% | 00.0% | Unchanged | History |
| EDConsolidated Edison Inc | Stock | 332 | $36.7K | <0.1% | 00.0% | Unchanged | History |
| CBCCentral Bancompany, Inc. | COM CL A | 1,135 | $34.5K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 579 | $33.4K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 348 | $33.3K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 75 | $32.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 105 | $31.5K | <0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 89 | $30.4K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 69 | $29.0K | <0.1% | +14+25.5% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 266 | $28.6K | <0.1% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 368 | $28.1K | <0.1% | 00.0% | Unchanged | History |
| PEGPublic Service Enterprise Group Inc | COM | 328 | $26.6K | <0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 352 | $26.2K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 158 | $25.6K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 752 | $25.6K | <0.1% | +300+66.4% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 300 | $24.9K | <0.1% | 00.0% | Unchanged | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 675 | $24.6K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 410 | $23.7K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 69 | $22.8K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 461 | $21.9K | <0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 58 | $21.7K | <0.1% | 00.0% | Unchanged | History |
| UNGUnited States Natural Gas Fund, LP | ETF | 1,775 | $20.8K | <0.1% | 00.0% | Unchanged | History |
| USOUnited States Oil Fund, LP | UNITS | 186 | $19.8K | <0.1% | 00.0% | Unchanged | History |
| SKTTanger Inc. | COM | 500 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 21 | $19.6K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 154 | $19.5K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 202 | $19.4K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 72 | $18.3K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 865 | $17.9K | <0.1% | +1+0.1% | Added | History |
| NFLXNetflix Inc | Stock | 250 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| HEIHeico Corp | COM | 50 | $17.8K | <0.1% | 00.0% | Unchanged | History |
| ARK Innovation ETF00214Q104 | ETF | 213 | $17.2K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 781 | $132.5K | 0.1% | History |
| SVXYProShares Trust II | SHT VIX ST TRM | 689 | $31.6K | <0.1% | History |
| INTCIntel Corp | Stock | 235 | $10.4K | <0.1% | History |
| UNPUnion Pacific Corp | Stock | 21 | $5.09K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 50 | $3.93K | <0.1% | History |
| OBDCBlue Owl Capital Corp | COM | 200 | $2.21K | <0.1% | History |
| SLQTSelectQuote, Inc. | COM | 185 | $116 | <0.1% | History |
| PRPLPurple Innovation, Inc. | COM | 140 | $92 | <0.1% | History |