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CIK: 0001844880
Total reported value
$567.3M
$567.3M
282 檔
44.5%
In Q4 2025, Insight Advisors, LLC/ PA's U.S. equity holdings reached a combined market value of $567.3M, distributed across 282 disclosed stock positions.
Insight Advisors, LLC/ PA executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 4 holdings and trimming 19 positions.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATTR | Arin Tactical Tail Risk ETF | ETF-Other | 12.95% | -0.29% | — | |
| 2 | CAOS | Alpha Architect Tail Risk | ETF-Other | 12.57% | -1.90% | -51.80% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.54% | -0.77% | +0.33% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | +0.02% | -3.49% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.52% | +0.24% | +0.41% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.13% | -2.53% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 2.44% | -0.08% | EXIT | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.36% | -0.13% | EXIT | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | — | -0.09% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.05% | -1.06% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.37% | -0.06% | +2.94% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.11% | -0.01% | |
| 13 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 1.22% | — | — | |
| 14 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.22% | — | +3.81% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.14% | -1.29% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | +0.24% | +3.91% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.14% | -0.31% | EXIT | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.06% | +0.10% | -0.08% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.12% | +0.86% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.01% | -0.04% | +0.86% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | +0.03% | -1.24% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.12% | -15.25% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | -1.17% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | — | -4.39% | |
| 25 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 0.66% | — | +0.95% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | -0.02% | +24.71% | |
| 27 | LCOW | Pacer Sp 500 Q Fcf Arstcrts | ETF-Other | 0.62% | — | +3.91% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.62% | +1.12% | +0.37% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | -0.70% | |
| 30 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.62% | -0.19% | +9.69% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.18% | +12.97% | |
| 32 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.59% | — | -0.74% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.19% | -1.24% | |
| 34 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 0.57% | +0.02% | +20.23% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | — | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.06% | +33.81% | |
| 37 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.47% | -0.06% | EXIT | |
| 38 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.47% | — | +4.11% | |
| 39 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.46% | — | +0.17% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.12% | -3.88% | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | — | -7.89% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.02% | -4.43% | |
| 43 | SIGI | Selective Insurance Group | Stock-Financials | 0.38% | +0.08% | — | |
| 44 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.36% | -0.09% | +13.68% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.35% | +0.02% | -1.19% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.35% | -0.02% | +1.59% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.15% | +792.61% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.02% | +0.61% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.34% | -0.03% | -16.30% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.34% | +0.05% | -0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.29% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.2% | +0.37% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +33.81% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +24.71% | Add |
| 5 | EES | Wisdomtree US Smallcap Fund | +0.1% | +34.67% | Add |
| 6 | GLD | Spdr Gold Shares | +0.1% | +12.97% | Add |
| 7 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.1% | +64.33% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -2.53% | Trim |
| 9 | JMST | JPM Ultra-short Muni Income | +0.1% | +9.64% | Add |
| 10 | HYTI | Ft Vst High Yld & Tar In ETF | +0.1% | +20.23% | Add |
| 11 | HGRO | Hedgeye Quality Growth ETF | +0.1% | +190.68% | Add |
| 12 | IGLD | Ft Vest Gold Strategy Target | +0.1% | +9.69% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | +2.08% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -0.09% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.41% | Add |
| 16 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +3.81% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -15.25% | Trim |
| 18 | MU | Micron Technology Inc | +0.1% | +28.23% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.91% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | -1.06% | Trim |
| 21 | SLV | Ishares Silver Trust | +0.1% | -5.02% | Trim |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +0.33% | Add |
| 23 | QGRW | Wisdomtree US Quality Growth | 0% | -0.16% | Trim |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.86% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | -3.28% | Trim |
| 26 | TLH | Ishares 10-20 Year Treasury | 0% | -7.89% | Trim |
| 27 | IBIT | Ishares Bitcoin Trust ETF | 0% | -3.00% | Trim |
| 28 | AMGN | Amgen Inc | -0.1% | -41.69% | Trim |
| 29 | FSIG | Ft LTD Duration Inv Grade | -0.1% | -18.99% | Trim |
| 30 | COST | Costco Wholesale CORP | -0.1% | -3.88% | Trim |
| 31 | FTSM | First Trust Enh Short Mat Fd | -0.1% | -16.30% | Trim |
| 32 | DFII | Ft Vest Btc Stra & Tr In ETF | -0.1% | +13.68% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | -0.01% | Trim |
| 34 | CWH | Camping World Holdings Inc-a | -0.1% | -56.14% | Trim |
| 35 | NFLX | Netflix Inc | -0.2% | +792.61% | Add |
| 36 | NVDA | Nvidia CORP | -0.2% | -3.49% | Trim |
| 37 | HEDJ | Wisdomtree Europe Hedged Equ | -0.6% | -86.23% | Trim |
| 38 | CAOS | Alpha Architect Tail Risk | -13.7% | -51.80% | Trim |
| 39 | ATTR | Arin Tactical Tail Risk ETF | — | NEW | New buy |
| 40 | DDWM | Wisdomtree Dy Inter Eq Fd-us | — | NEW | New buy |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | Sold out |
| 42 | HECA | Hedgeye Capital Allocat ETF | — | NEW | New buy |
| 43 | GNOM | Global X Genomics & Biotechn | — | EXIT | Sold out |
| 44 | WDEF | Wt Europe Defensed Fd | — | NEW | New buy |
| 45 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 46 | ALB | Albemarle CORP | — | NEW | New buy |
| 47 | DTD | Wisdomtree US Total Dividend | — | NEW | New buy |
| 48 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 49 | TTEQ | T Rowe Price Technology ETF | — | NEW | New buy |
| 50 | GLXY | Galaxy Digital Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 282 disclosed positions in Q4 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 ATTR, CAOS, BOXX) accounted for 44.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ATTR
市值: $85.6M
Top Position Liquidated / Trimmed
DXJ
前期市值: $4.4M
During Q4 2025, Insight Advisors, LLC/ PA's top holdings by market value included ATTR (12.9%)、CAOS (12.6%)、BOXX (5.5%). The largest single position, ATTR, represented 12.9% of total portfolio value.
In Q4 2025, Insight Advisors, LLC/ PA made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 4 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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