CIK: 0001844880
Total reported value
$525.5M
Reporting period: 2026-03-31 · Number of holdings: 243
Insight Advisors, LLC/ PA disclosed 243 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $525.5M and a quarterly turnover rate of 30.3%.
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Insight Advisors, LLC/ PA's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 243 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 3.89), 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 29% 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.
Add ATTR
+3.6% $3.5M
Add CAOS
-2.6% -$1.3M
Trim QGRW
-97.1% -$15.7M
Trim DGRW
-95.6% -$14.9M
Add BOXX
+6.3% $2.7M
Trim AGGY
-88.5% -$8.0M
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATTR | Arin Tactical Tail Risk ETF | ETF-Other | 16.95% | +4.00% | +3.63% | |
| 2 | CAOS | Alpha Architect Tail Risk | ETF-Other | 15.55% | +2.98% | -2.64% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 7.47% | +1.93% | +6.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.18% | +0.66% | -1.05% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | +0.47% | -3.89% | |
| 6 | AAPL | Apple INC | Stock-Tech | 3.68% | +0.32% | -6.76% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 2.02% | +0.20% | -1.43% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.73% | +0.10% | -6.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | — | +1.76% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.10% | -8.02% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | — | +2.53% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.11% | -1.83% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.16% | -8.74% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.06% | -6.00% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | — | +1.38% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.06% | -9.03% | |
| 17 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.81% | — | +2.95% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | — | +0.49% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | -2.03% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | — | -1.45% | |
| 21 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 0.69% | — | -0.85% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | — | +0.27% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | +7.22% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | — | +3.60% | |
| 25 | HECA | Hedgeye Capital Allocat ETF | ETF-Other | 0.61% | +0.49% | +283.46% | |
| 26 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.51% | +0.19% | +31.03% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.48% | — | +0.04% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | — | -0.99% | |
| 29 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.46% | — | -1.17% | |
| 30 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.46% | — | +35.05% | |
| 31 | NFLX | Netflix INC | Stock-Comm Services | 0.45% | — | +2.01% | |
| 32 | SIGI | Selective Insurance Group | Stock-Financials | 0.43% | — | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.42% | — | -0.26% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.40% | — | -3.58% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | +16.23% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | — | +0.49% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.36% | — | -15.50% | |
| 38 | TSLA | Tesla INC | Stock-Consumer Disc | 0.35% | -0.03% | -12.08% | |
| 39 | WMT | Walmart INC | Stock-Consumer Staples | 0.34% | — | +0.39% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.34% | — | -0.92% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.33% | — | +0.85% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.31% | -0.83% | -78.02% | |
| 43 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.31% | — | -6.89% | |
| 44 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.31% | — | -0.41% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | — | +5.18% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | — | -0.56% | |
| 47 | PANW | Palo Alto Networks INC | Stock-Tech | 0.30% | — | -2.55% | |
| 48 | PAVE | Global X US Infrastructure | ETF-Other | 0.29% | — | +1.39% | |
| 49 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.29% | — | +2.05% | |
| 50 | TROW | T Rowe Price Group INC | Stock-Financials | 0.28% | +0.28% | NEW |
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+14.7%
Based on 89% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 243 | $525.5M | 30 | |
| 2025-12-31 | 283 | $660.7M | 35 | |
| 2025-09-30 | 289 | $654.6M | 23 | |
| 2025-06-30 | 289 | $623.7M | 0 | |
| 2025-03-31 | 282 | $575.0M | 100 | |
| 2024-12-31 | 292 | $592.5M | 0 | |
| 2024-09-30 | 300 | $580.2M | 0 | |
| 2024-06-30 | 289 | $553.7M | 0 | |
| 2024-03-31 | 298 | $521.1M | 0 | |
| 2023-12-31 | 284 | $472.9M | 0 | |
| 2023-09-30 | 276 | $437.6M | 0 | |
| 2023-06-30 | 284 | $447.7M | 0 | |
| 2023-03-31 | 301 | $425.8M | 0 | |
| 2022-12-31 | 316 | $285.8M | 0 | |
| 2022-09-30 | 284 | $254.5M | 0 | |
| 2022-06-30 | 300 | $294.8M | 0 | |
| 2022-03-31 | 316 | $333.7M | 0 | |
| 2021-12-31 | 313 | $339.1M | 0 | |
| 2021-09-30 | 315 | $334.8M | 0 | |
| 2021-06-30 | 312 | $318.8M | 100 | |
| 2021-03-31 | 328 | $315.9M | 29 | |
| 2020-12-31 | 271 | $264.4M | — |
Insight Advisors, LLC/ PA's most significant position changes for 2026-03-31: Sold out: Wisdomtree Dy Inter Eq Fd-us (DDWM); Sold out: Wisdomtree U.s. Value Fund (WTV); Sold out: Jpmorgan Ultra-short Income (JPST); Sold out: Wisdomtree Mtge Plus Bond (MTGP); Sold out: Pacer Sp 500 Q Fcf Arstcrts (LCOW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ATTR | Arin Tactical Tail Risk ETF | +4% | +3.63% | Add |
| 2 | CAOS | Alpha Architect Tail Risk | +3% | -2.64% | Trim |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | +1.9% | +6.26% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -1.05% | Trim |
| 5 | HECA | Hedgeye Capital Allocat ETF | +0.5% | +283.46% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | -3.89% | Trim |
| 7 | AAPL | Apple INC | +0.3% | -6.76% | Trim |
| 8 | AVGO | Broadcom INC | +0.2% | -1.43% | Trim |
| 9 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.2% | +31.03% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.1% | -1.83% | Trim |
| 11 | AMZN | Amazon.com INC | +0.1% | -6.48% | Trim |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -8.02% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -6.00% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | -9.03% | Trim |
| 15 | TSLA | Tesla INC | 0% | -12.08% | Trim |
| 16 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -34.35% | Trim |
| 17 | BAC | Bank Of America CORP | -0.1% | -38.26% | Trim |
| 18 | BX | Blackstone INC | -0.1% | -22.75% | Trim |
| 19 | AXP | American Express Co | -0.1% | -44.85% | Trim |
| 20 | MSFT | Microsoft CORP | -0.2% | -8.74% | Trim |
| 21 | IBM | Intl Business Machines CORP | -0.2% | -66.96% | Trim |
| 22 | IVE | Ishares S&p 500 Value ETF | -0.2% | -69.44% | Trim |
| 23 | QHY | Wisdomtree US High Yield Cor | -0.2% | -73.75% | Trim |
| 24 | EES | Wisdomtree US Smallcap Fund | -0.4% | -90.50% | Trim |
| 25 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -83.07% | Trim |
| 26 | SCHD | Schwab US Dvd Equity ETF | -0.7% | -85.94% | Trim |
| 27 | JMST | JPM Ultra-short Muni Income | -0.8% | -78.02% | Trim |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.9% | -90.98% | Trim |
| 29 | AGGY | Wisdomtree Yield Enhanced US | -1.2% | -88.52% | Trim |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | -2.2% | -95.64% | Trim |
| 31 | QGRW | Wisdomtree US Quality Growth | -2.4% | -97.09% | Trim |
| 32 | DDWM | Wisdomtree Dy Inter Eq Fd-us | — | EXIT | Sold out |
| 33 | WTV | Wisdomtree U.s. Value Fund | — | EXIT | Sold out |
| 34 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 35 | MTGP | Wisdomtree Mtge Plus Bond | — | EXIT | Sold out |
| 36 | LCOW | Pacer Sp 500 Q Fcf Arstcrts | — | EXIT | Sold out |
| 37 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | — | EXIT | Sold out |
| 38 | GCOW | Pacer Global Cash Cows Divid | — | EXIT | Sold out |
| 39 | ICOW | Pacer Developed Markets Inte | — | EXIT | Sold out |
| 40 | TLH | Ishares 10-20 Year Treasury | — | EXIT | Sold out |
| 41 | EPI | Wisdomtree India Earnings | — | EXIT | Sold out |
| 42 | TROW | T Rowe Price Group INC | — | NEW | New buy |
| 43 | YELP | Yelp INC | — | NEW | New buy |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | — | EXIT | Sold out |
| 45 | ECOW | Pacer Emerging Markets Cash | — | EXIT | Sold out |
| 46 | WTAI | Wisdomtree Ai And Innovation | — | EXIT | Sold out |
| 47 | F | Ford Motor Co | — | EXIT | Sold out |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | — | EXIT | Sold out |
| 50 | BLOK | Amplify Blockchain Tech ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-11 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-27 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-06 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-23 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-03 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-21 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-12-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-06-02 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
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