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CIK: 0001844880
Total reported value
$567.3M
$567.3M
243 檔
44.7%
The Q1 2026 SEC filing reveals that Insight Advisors, LLC/ PA held a total portfolio value of $567.3M, covering 243 public equity positions.
In Q1 2026, Insight Advisors, LLC/ PA adopted a defensive or profit-taking posture, trimming 79 positions and completely liquidating 53 holdings to manage risk exposure.
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% | -0.29% | +3.63% | |
| 2 | CAOS | Alpha Architect Tail Risk | ETF-Other | 15.55% | -1.90% | -2.64% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 7.47% | -0.77% | +6.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.18% | +0.24% | -1.05% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | +0.02% | -3.89% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.13% | -6.76% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | — | -1.43% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.05% | -6.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.14% | +1.76% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.24% | -8.02% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.12% | +2.53% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.10% | -1.83% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.11% | -8.74% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.12% | -6.00% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.18% | +1.38% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.07% | -9.03% | |
| 17 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.81% | -0.19% | +2.95% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +1.12% | +0.49% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.04% | -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% | +0.02% | -0.85% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | +0.19% | +0.27% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.06% | +7.22% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.12% | +3.60% | |
| 25 | HECA | Hedgeye Capital Allocat ETF | ETF-Other | 0.61% | +0.09% | +283.46% | |
| 26 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.51% | -0.03% | +31.03% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.48% | +0.90% | +0.04% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.04% | -0.99% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.02% | -1.17% | |
| 30 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.46% | -0.09% | +35.05% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.15% | +2.01% | |
| 32 | SIGI | Selective Insurance Group | Stock-Financials | 0.43% | +0.08% | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.42% | +0.05% | -0.26% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.40% | +0.02% | -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% | -0.02% | +0.49% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.36% | -0.03% | -15.50% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.02% | -12.08% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.06% | +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% | -0.02% | +0.85% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.31% | -0.31% | EXIT | |
| 43 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.31% | -0.14% | -6.89% | |
| 44 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.31% | -0.03% | -0.41% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.10% | +5.18% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.03% | -0.56% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.30% | +0.27% | -2.55% | |
| 48 | PAVE | Global X US Infrastructure | ETF-Other | 0.29% | +0.03% | +1.39% | |
| 49 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.29% | -0.02% | +2.05% | |
| 50 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.28% | +0.04% | — |
| # | 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 | GLD | Spdr Gold Shares | +0.2% | +1.38% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.53% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +3.60% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.76% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -1.43% | Trim |
| 13 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.2% | +31.03% | Add |
| 14 | IGLD | Ft Vest Gold Strategy Target | +0.2% | +2.95% | Add |
| 15 | INTC | Intel CORP | +0.2% | +0.04% | Add |
| 16 | JNJ | Johnson & Johnson | +0.2% | -0.99% | Trim |
| 17 | VTV | Vanguard Value ETF | +0.2% | -1.45% | Trim |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -1.17% | Trim |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +7.22% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +0.49% | Add |
| 21 | HYTI | Ft Vst High Yld & Tar In ETF | +0.1% | -0.85% | Trim |
| 22 | VUG | Vanguard Growth ETF | +0.1% | -1.83% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.03% | Trim |
| 24 | NFLX | Netflix Inc | +0.1% | +2.01% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | -6.48% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -8.02% | Trim |
| 27 | VGT | Vanguard Info Tech ETF | +0.1% | +0.27% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +0.39% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | -14.66% | Trim |
| 30 | HGRO | Hedgeye Quality Growth ETF | +0.1% | +32.13% | Add |
| 31 | PAVE | Global X US Infrastructure | +0.1% | +1.39% | Add |
| 32 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +15.45% | Add |
| 33 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -0.92% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | -6.00% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | +0.1% | -9.03% | Trim |
| 36 | XLE | Ss Energy Select Sector | +0.1% | -1.54% | Trim |
| 37 | CAT | Caterpillar Inc | +0.1% | -1.45% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | +0.1% | +9.57% | Add |
| 39 | SMLV | Ss Spdr US Sc Low Vol Idx | +0.1% | -0.16% | Trim |
| 40 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | -3.58% | Trim |
| 41 | SIGI | Selective Insurance Group | +0.1% | — | Unchanged |
| 42 | EFA | Ishares Msci Eafe ETF | +0.1% | +42.36% | Add |
| 43 | BND | Vanguard Total Bond Market | +0.1% | +46.32% | Add |
| 44 | PDBC | Invesco Optimum Yield Divers | +0.1% | -3.19% | Trim |
| 45 | LMT | Lockheed Martin CORP | +0.1% | +0.25% | Add |
| 46 | MU | Micron Technology Inc | +0.1% | +0.16% | Add |
| 47 | DE | Deere & Co | +0.1% | -1.47% | Trim |
| 48 | SMH | Vaneck Semiconductor ETF | +0.1% | +3.41% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +15.29% | Add |
| 50 | ALB | Albemarle CORP | 0% | +11.37% | Add |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $567.3M across 243 disclosed positions in Q1 2026.
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 44.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
TROW
市值: $1.5M
Top Position Liquidated / Trimmed
DDWM
前期市值: $8.1M
During Q1 2026, Insight Advisors, LLC/ PA's top holdings by market value included ATTR (16.9%)、CAOS (15.6%)、BOXX (7.5%). The largest single position, ATTR, represented 16.9% of total portfolio value.
In Q1 2026, Insight Advisors, LLC/ PA made 196 total portfolio adjustments, initiating 13 new buys, adding to 51 positions, trimming 79 holdings, and fully liquidating 53 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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