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CIK: 0001844880
Total reported value
$567.3M
$567.3M
285 檔
48.8%
According to the latest 13F quarterly dataset, Insight Advisors, LLC/ PA managed an equity portfolio of $567.3M at the end of Q3 2025, spanning 285 distinct U.S. exchange-listed positions.
In Q3 2025, Insight Advisors, LLC/ PA displayed an active expansion posture, initiating 9 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAOS | Alpha Architect Tail Risk | ETF-Other | 26.24% | -1.90% | -1.96% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.51% | -0.77% | -3.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.79% | +0.02% | -2.42% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | +0.24% | +1.84% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.26% | +0.13% | -11.08% | |
| 6 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.41% | -0.08% | EXIT | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.41% | -0.13% | EXIT | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.75% | — | -0.22% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.05% | +0.01% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.11% | -0.80% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.35% | -0.06% | +0.44% | |
| 12 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.16% | — | +0.42% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.24% | -0.82% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.10% | -0.39% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.05% | -0.31% | EXIT | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.12% | -1.11% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.98% | -0.04% | -0.00% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.14% | +0.22% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | +0.03% | +1.12% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | -0.33% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | — | -2.91% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.12% | -0.46% | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.67% | — | +0.41% | |
| 24 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.66% | — | +0.80% | |
| 25 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.66% | — | +0.43% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | +0.16% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.19% | +0.70% | |
| 28 | LCOW | Pacer Sp 500 Q Fcf Arstcrts | ETF-Other | 0.59% | — | +4.65% | |
| 29 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.58% | — | +0.19% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | — | -0.52% | |
| 31 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.54% | -0.19% | +4.62% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.02% | +0.10% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.15% | -0.62% | |
| 34 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 0.48% | +0.02% | +401.93% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.12% | +1.20% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.18% | +1.10% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +1.12% | +5.12% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | — | +0.95% | |
| 39 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.44% | — | +0.19% | |
| 40 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.44% | -0.09% | +163.86% | |
| 41 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.43% | — | +4.59% | |
| 42 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.41% | -0.03% | -43.67% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.02% | -9.37% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.02% | -4.07% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.38% | +0.02% | — | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.06% | +30.78% | |
| 47 | SIGI | Selective Insurance Group | Stock-Financials | 0.37% | +0.08% | — | |
| 48 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.34% | -0.06% | EXIT | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | — | +3.49% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.03% | -0.65% |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 285 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAOS, BOXX, NVDA) accounted for 48.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
HEDJ
市值: $4.4M
Top Position Liquidated / Trimmed
USMF
前期市值: $4.7M
During Q3 2025, Insight Advisors, LLC/ PA's top holdings by market value included CAOS (26.2%)、BOXX (5.5%)、NVDA (3.8%). The largest single position, CAOS, represented 26.2% of total portfolio value.
In Q3 2025, Insight Advisors, LLC/ PA made 50 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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