IA
Insight Advisors, LLC/ PA Quarterly 13F Portfolio Update (Q2 2026)
Insight Advisors, LLC/ PACIK: 0001844880
Diversified strategyMomentum followerSector-focused
Total reported value
$567.3M
Reporting period: 2026-06-30 · Number of holdings: 241
Insight Advisors, LLC/ PA disclosed 241 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $567.3M and a quarterly turnover rate of 15.4%.
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Personality snowflake
- Concentration
- 23.77
- Portfolio Stability
- 15.42
- Momentum
- 100
- Sector conviction
- 99.9
- Diversification
- 100
- Sizing Uniformity
- 63.43
Insight Advisors, LLC/ PA's disclosed holdings carry a Herfindahl concentration index of 0.059 — mathematically equivalent to about 17 equally-sized positions, well below its 241 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 31% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim CAOS
-4.8% -$4.3M
Add AMD
-5.6% $6.7M
Add INTC
-1.5% $5.3M
Trim BOXX
-3.8% -$1.2M
Add MU
+23.1% $2.7M
Sold out JMST
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATTR | Arin Tactical Tail Risk ETF | ETF-Other | 16.66% | -0.29% | +2.52% | |
| 2 | CAOS | Alpha Architect Tail Risk | ETF-Other | 13.65% | -1.90% | -4.83% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.70% | -0.77% | -3.81% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.42% | +0.24% | -0.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | +0.02% | -5.45% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.13% | -2.00% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | — | -11.60% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | +1.12% | -5.62% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.05% | -2.98% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.14% | -4.36% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.24% | +0.33% | |
| 12 | INTC | Intel CORP | Stock-Tech | 1.38% | +0.90% | -1.51% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.12% | +2.27% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | +0.10% | +494.08% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.11% | -3.06% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.12% | -0.17% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.07% | +1.40% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.19% | +709.34% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.06% | +2.99% | |
| 20 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 0.71% | +0.02% | +11.73% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | — | -3.01% | |
| 22 | HECA | Hedgeye Capital Allocat ETF | ETF-Other | 0.70% | +0.09% | +30.84% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.04% | -1.91% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.18% | -1.43% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.62% | +0.46% | +23.14% | |
| 26 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.62% | -0.19% | -0.87% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.27% | -2.41% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.12% | -5.85% | |
| 29 | SIGI | Selective Insurance Group | Stock-Financials | 0.51% | +0.08% | — | |
| 30 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.48% | -0.03% | +3.00% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | +0.05% | -1.31% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.02% | -2.56% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.04% | -4.57% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.42% | +0.02% | -4.15% | |
| 35 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.37% | -0.09% | +4.83% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | +7.52% | |
| 37 | QTUM | Defiance Quantum ETF | ETF-Other | 0.37% | +0.16% | +21.30% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.02% | -0.25% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.34% | — | -1.42% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.33% | -0.03% | -0.97% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.02% | -10.80% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.03% | -1.58% | |
| 43 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.32% | +0.04% | -1.05% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.05% | -0.26% | |
| 45 | PAVE | Global X US Infrastructure | ETF-Other | 0.32% | +0.03% | +1.19% | |
| 46 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.31% | -0.02% | +2.25% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.15% | -3.69% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.06% | -3.37% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.28% | +0.03% | +4.28% | |
| 50 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.28% | -0.03% | -1.50% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+0.4%
Performance Last 4 Quarters
+14.9%
- Stdev
- +8%
- Beta
- +0.6
- Alpha
- +0.5%
- Max Drawdown
- -4.3%
- Annualized Perf
- +13%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +3.46
- Stutzer
- +0.47
- Treynor
- +0.21
- Sterling
- +0.97
- Calmar
- +2.98
- Information Ratio
- -1.38
- Tracking Error
- +5.4%
- Stdev Down
- +3.6%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +22.1%
- Worst 12 Months
- +5%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.57
- Stdev Sectors
- +14.8%
- Skewness
- +0.17
- Kurtosis
- +0.06
- Upside Potential
- +5.04
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 241 | $567.3M | 15 | ||
| 2026 Q1 | 243 | $525.5M | 30 | ||
| 2025 Q4 | 283 | $660.7M | 35 | ||
| 2025 Q3 | 289 | $654.6M | 23 | ||
| 2025 Q2 | 289 | $623.7M | 0 | ||
| 2025 Q1 | 282 | $575.0M | 100 | ||
| 2024 Q4 | 292 | $592.5M | 0 | ||
| 2024 Q3 | 300 | $580.2M | 0 | ||
| 2024 Q2 | 289 | $553.7M | 0 | ||
| 2024 Q1 | 298 | $521.1M | 0 | ||
| 2023 Q4 | 284 | $472.9M | 0 | ||
| 2023 Q3 | 276 | $437.6M | 0 | ||
| 2023 Q2 | 284 | $447.7M | 0 | ||
| 2023 Q1 | 301 | $425.8M | 0 | ||
| 2022 Q4 | 316 | $285.8M | 0 | ||
| 2022 Q3 | 284 | $254.5M | 0 | ||
| 2022 Q2 | 300 | $294.8M | 0 | ||
| 2022 Q1 | 316 | $333.7M | 0 | ||
| 2021 Q4 | 313 | $339.1M | 0 | ||
| 2021 Q3 | 315 | $334.8M | 0 | ||
| 2021 Q2 | 312 | $318.8M | 100 | ||
| 2021 Q1 | 328 | $315.9M | 29 | ||
| 2020 Q4 | 271 | $264.4M | — |
Holding changes this quarter
Insight Advisors, LLC/ PA's most significant position changes for 2026-06-30: Sold out: JPM Ultra-short Muni Income (JMST); Sold out: Yelp Inc (YELP); New buy: Dow Inc (DOW); Sold out: Wisdomtree U.s. Quality Divi (DGRW); New buy: Corning Inc (GLW).
Showing top 200 changes by size (of 258 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.1% | -5.62% | Trim |
| 2 | INTC | Intel CORP | +0.9% | -1.51% | Trim |
| 3 | MU | Micron Technology Inc | +0.5% | +23.14% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.3% | -2.41% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.39% | Trim |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.33% | Add |
| 7 | DOW | Dow Inc | +0.2% | NEW | New buy |
| 8 | VGT | Vanguard Info Tech ETF | +0.2% | +709.34% | Add |
| 9 | QTUM | Defiance Quantum ETF | +0.2% | +21.30% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.36% | Trim |
| 11 | AAPL | Apple Inc | +0.1% | -2.00% | Trim |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.27% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.17% | Trim |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +494.08% | Add |
| 15 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 16 | HECA | Hedgeye Capital Allocat ETF | +0.1% | +30.84% | Add |
| 17 | XLK | Ss Technology Select Sector | +0.1% | +24.73% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 19 | SIGI | Selective Insurance Group | +0.1% | — | Unchanged |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +31.35% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.40% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +0.54% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.63% | Trim |
| 24 | TE | T1 Energy Inc | +0.1% | +61.62% | Add |
| 25 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 26 | ✓ | +0.1% | NEW | New buy | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.99% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | -15.05% | Trim |
| 29 | AMAT | Applied Materials Inc | +0.1% | +19.41% | Add |
| 30 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +66.10% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | -2.98% | Trim |
| 32 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -1.31% | Trim |
| 33 | LLY | Eli Lilly & Co | +0.1% | -0.26% | Trim |
| 34 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | New buy |
| 35 | LRCX | Lam Research CORP | +0.1% | -8.33% | Trim |
| 36 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 38 | TROW | T Rowe Price Group Inc | 0% | -1.05% | Trim |
| 39 | ELM | Elm Market Navigator ETF | 0% | +49.16% | Add |
| 40 | KLAC | Kla CORP | 0% | NEW | New buy |
| 41 | GLXY | Galaxy Digital Inc-a | 0% | NEW | New buy |
| 42 | JNJ | Johnson & Johnson | 0% | NEW | New buy |
| 43 | TFC | Truist Financial CORP | 0% | NEW | New buy |
| 44 | AMKR | Amkor Technology Inc | 0% | NEW | New buy |
| 45 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | 0% | NEW | New buy |
| 46 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.58% | Trim |
| 47 | PAVE | Global X US Infrastructure | 0% | +1.19% | Add |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +4.28% | Add |
| 49 | SCHD | Schwab US Dvd Equity ETF | 0% | +18.75% | Add |
| 50 | IBM | Intl Business Machines CORP | 0% | +28.00% | Add |
1–50 of 200
Filing History
FAQ
What is Insight Advisors, LLC/ PA and what type of investor is it?
Insight Advisors, LLC/ PA is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $567.3M, spread across 241 disclosed positions.
What are Insight Advisors, LLC/ PA's largest equity positions?
Based on the latest 13F filing, Insight Advisors, LLC/ PA's top holdings by market value are:
1. Arin Tactical Tail Risk ETF (ATTR) — $94.5M (16.7%)
2. Alpha Architect Tail Risk (CAOS) — $77.4M (13.7%)
3. Alpha Architect 1-3 Mnth Box (BOXX) — $38.0M (6.7%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $25.1M (4.4%)
5. Nvidia CORP (NVDA) — $23.4M (4.1%)
What changes did Insight Advisors, LLC/ PA make in its most recent portfolio filing?
In the latest reported quarter, Insight Advisors, LLC/ PA made 192 notable position adjustments: 15 new positions were initiated, 68 existing holdings were added to, 93 positions were partially reduced, and 16 were completely exited. The largest of these moves: Sold out: JPM Ultra-short Muni Income (JMST); Sold out: Yelp Inc (YELP); New buy: Dow Inc (DOW); Sold out: Wisdomtree U.s. Quality Divi (DGRW); New buy: Corning Inc (GLW)
What sectors does Insight Advisors, LLC/ PA focus on?
Insight Advisors, LLC/ PA is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 54.8%
• Communication Services: 10.5%
• Financials: 8.7%
• Consumer Discretionary: 8.4%
• Health Care: 5.1%
• Industrials: 4.6%
Investment Profile
Insight Advisors, LLC/ PA returned an annualized 13.0% over the trailing 36 months — outperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.60 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 54.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 15 over the past 4 quarters — a shift toward more active trading.
It has added to its ATTR position over the past two quarters (+$8.9M, now $94.5M), while trimming AGGY over the same stretch (-$8.3M, still holding $762.5K).
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Developer Access
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REST API
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