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CIK: 0001844880
Total reported value
$568.4M
$568.4M
241 檔
45.5%
At the close of Q2 2026, Insight Advisors, LLC/ PA disclosed equity holdings valued at approximately $568.4M, spread across 241 reported holdings.
Insight Advisors, LLC/ PA executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 16 holdings and trimming 93 positions.
In terms of portfolio concentration, the top 5 core holdings (including ATTR, CAOS, BOXX) accounted for 45.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
DOW
市值: $1.2M
Top Position Liquidated / Trimmed
JMST
前期市值: $1.7M
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% | +3.39% | +2.52% | |
| 2 | CAOS | Alpha Architect Tail Risk | ETF-Other | 13.65% | -3.70% | -4.83% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.70% | -0.03% | -3.81% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.42% | +0.06% | -0.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | +0.44% | -5.45% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.38% | -2.00% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | -0.18% | -11.60% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | -0.12% | -5.62% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.03% | -2.98% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | -0.08% | -4.36% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | -0.02% | +0.33% | |
| 12 | INTC | Intel CORP | Stock-Tech | 1.38% | -0.19% | -1.51% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.04% | +2.27% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | +0.06% | +494.08% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | +0.29% | -3.06% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.13% | -0.17% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.01% | +1.40% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.07% | +709.34% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.34% | +2.99% | |
| 20 | HYTI | Ft Vst High Yld & Tar In ETF | ETF-Other | 0.71% | -0.01% | +11.73% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.01% | -3.01% | |
| 22 | HECA | Hedgeye Capital Allocat ETF | ETF-Other | 0.70% | -0.02% | +30.84% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.01% | -1.91% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | — | -1.43% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.62% | -0.09% | +23.14% | |
| 26 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.62% | +0.13% | -0.87% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.08% | -2.41% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.01% | -5.85% | |
| 29 | SIGI | Selective Insurance Group | Stock-Financials | 0.51% | -0.07% | — | |
| 30 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.48% | -0.05% | +3.00% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | -0.04% | -1.31% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | +0.06% | -2.56% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.03% | -4.57% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.42% | -0.03% | -4.15% | |
| 35 | DFII | Ft Vest Btc Stra & Tr In ETF | ETF-Other | 0.37% | +0.13% | +4.83% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | +0.10% | +7.52% | |
| 37 | QTUM | Defiance Quantum ETF | ETF-Other | 0.37% | -0.02% | +21.30% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.01% | -0.25% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.34% | -0.01% | -1.42% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.33% | — | -0.97% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.06% | -10.80% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | -1.58% | |
| 43 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.32% | -0.02% | -1.05% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | — | -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% | — | +2.25% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.02% | -3.69% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.04% | -3.37% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.28% | +0.01% | +4.28% | |
| 50 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.28% | -0.03% | -1.50% |
| # | 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 |
According to official SEC Form 13F filings, Insight Advisors, LLC/ PA reported a total U.S. public equity portfolio value of $568.4M across 241 disclosed positions in Q2 2026.
During Q2 2026, Insight Advisors, LLC/ PA's top holdings by market value included ATTR (16.7%)、CAOS (13.7%)、BOXX (6.7%). The largest single position, ATTR, represented 16.7% of total portfolio value.
In Q2 2026, Insight Advisors, LLC/ PA made 192 total portfolio adjustments, initiating 15 new buys, adding to 68 positions, trimming 93 holdings, and fully liquidating 16 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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