Insight Advisors, LLC/ PA — 13F Holdings & Portfolio
CIK 1844880 · latest 13F-HR filed 2026-08-05
Insight Advisors, LLC/ PA manages $567.3M in 13F-reported U.S. long-equity assets across 241 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ATTR (16.66%), CAOS (13.65%), BOXX (6.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 17, added to 123, and trimmed 51.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEWTOWN, PA 18940
$567.3M
Long-equity book
241
Distinct positions
2026-06-30
Filed 2026-08-05
+15 / −17 / ↑123 / ↓51
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ADVANCED MICRO DEVICES INC$6.7M +169.5%
- EA SERIES TRUST$5.4M +6.1%
- INTEL CORP$5.3M +211.6%
- STATE STR SPDR S&P 500 ETF T$3.2M +14.4%
- MICRON TECHNOLOGY INC$2.7M +320.7%
Top Trims
- EA SERIES TRUST-$4.3M -5.3%
- FIRST TR EXCHANGE-TRADED FD-$778.9K -18.2%
- NETFLIX INC.-$674.7K -28.5%
- SPDR GOLD TR-$672.7K -15.6%
- SPROTT ASSET MANAGEMENT LP-$627.2K -38.9%
New Positions
- DOW HLDGS INC$1.2M
- CORNING INC$539.7K
- MARVELL TECHNOLOGY INC$495.5K
- DELL TECHNOLOGIES INC$390.9K
- SPACE EXPLORATION TECHN CORP$371.5K
Exited Positions
- J P MORGAN EXCHANGE TRADED F$1.7M
- YELP INC$1.4M
- WISDOMTREE TR$667.8K
- ALBEMARLE CORP$538.0K
- WISDOMTREE TR$427.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EA SERIES TRUST | ATTR | 02072Q416 | $94.5M | 16.66% | 1,004,809 | SH |
| 2 | EA SERIES TRUST | CAOS | 02072L516 | $77.4M | 13.65% | 856,929 | SH |
| 3 | EA SERIES TRUST | BOXX | 02072L565 | $38.0M | 6.70% | 324,822 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $25.1M | 4.42% | 33,607 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $23.4M | 4.12% | 116,704 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $21.6M | 3.81% | 74,718 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $11.4M | 2.02% | 30,265 | SH |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $10.6M | 1.87% | 18,251 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $10.1M | 1.78% | 42,267 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $8.9M | 1.56% | 24,827 | SH |
| 11 | INVESCO QQQ TR | QQQ | 46090E103 | $8.5M | 1.50% | 11,547 | SH |
| 12 | INTEL CORP | INTC | 458140100 | $7.8M | 1.38% | 56,118 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $7.8M | 1.38% | 11,358 | SH |
| 14 | VANGUARD INDEX FDS | VUG | 922908736 | $7.2M | 1.27% | 83,599 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $5.9M | 1.03% | 15,706 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $5.3M | 0.94% | 15,020 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $5.0M | 0.88% | 6,641 | SH |
| 18 | VANGUARD WORLD FD | VGT | 92204A702 | $4.9M | 0.87% | 41,406 | SH |
| 19 | SPDR SERIES TRUST | SPYM | 78464A854 | $4.0M | 0.71% | 46,057 | SH |
| 20 | FIRST TR EXCHANGE-TRADED FD | HYTI | 33738D739 | $4.0M | 0.71% | 211,387 | SH |
| 21 | VANGUARD INDEX FDS | VTV | 922908744 | $4.0M | 0.70% | 18,227 | SH |
| 22 | ETF OPPORTUNITIES TRUST | HECA | 26923Q747 | $4.0M | 0.70% | 145,196 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.9M | 0.69% | 7,825 | SH |
| 24 | SPDR GOLD TR | GLD | 78463V107 | $3.6M | 0.64% | 9,872 | SH |
| 25 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.5M | 0.62% | 3,065 | SH |
| 26 | FIRST TR EXCHANGE-TRADED FD | IGLD | 33733E856 | $3.5M | 0.62% | 165,895 | SH |
| 27 | PALO ALTO NETWORKS INC | PANW | 697435105 | $3.2M | 0.57% | 9,440 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.0M | 0.52% | 3,169 | SH |
| 29 | SELECTIVE INS GROUP INC | SIGI | 816300107 | $2.9M | 0.51% | 29,805 | SH |
| 30 | FIRST TR EXCHANGE-TRADED FD | LQTI | 33738D747 | $2.7M | 0.48% | 139,962 | SH |
| 31 | VANGUARD INDEX FDS | VBK | 922908595 | $2.7M | 0.47% | 7,255 | SH |
| 32 | MERCK & CO INC | MRK | 58933Y105 | $2.5M | 0.44% | 19,571 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.4M | 0.43% | 9,493 | SH |
| 34 | VANGUARD INDEX FDS | VOT | 922908538 | $2.4M | 0.42% | 7,745 | SH |
| 35 | FIRST TR EXCHANGE-TRADED FD | DFII | 33733E724 | $2.1M | 0.37% | 190,221 | SH |
| 36 | META PLATFORMS INC | META | 30303M102 | $2.1M | 0.37% | 3,689 | SH |
| 37 | ETF SER SOLUTIONS | QTUM | 26922A420 | $2.1M | 0.37% | 12,544 | SH |
| 38 | WELLS FARGO & CO | WFC | 949746101 | $2.0M | 0.35% | 24,317 | SH |
| 39 | VANGUARD INDEX FDS | VOE | 922908512 | $1.9M | 0.34% | 9,646 | SH |
| 40 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $1.9M | 0.33% | 31,504 | SH |
| 41 | TESLA INC | TSLA | 88160R101 | $1.9M | 0.33% | 4,429 | SH |
| 42 | ISHARES TR | IVW | 464287309 | $1.9M | 0.33% | 13,527 | SH |
| 43 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $1.8M | 0.32% | 16,181 | SH |
| 44 | ELI LILLY & CO | LLY | 532457108 | $1.8M | 0.32% | 1,521 | SH |
| 45 | GLOBAL X FDS | PAVE | 37954Y673 | $1.8M | 0.32% | 30,439 | SH |
| 46 | SPDR SERIES TRUST | SPIB | 78464A375 | $1.8M | 0.31% | 52,878 | SH |
| 47 | NETFLIX INC. | NFLX | 64110L106 | $1.7M | 0.30% | 23,730 | SH |
| 48 | WALMART INC | WMT | 931142103 | $1.6M | 0.28% | 14,077 | SH |
| 49 | SPDR SERIES TRUST | SPTM | 78464A805 | $1.6M | 0.28% | 17,427 | SH |
| 50 | FIRST TR EXCHANGE-TRADED FD | FSIG | 33738D804 | $1.6M | 0.28% | 83,722 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $567.3M | 241 | 0001172661-26-003096 |
| 2026-03-31 | 2026-05-12 | $525.5M | 243 | 0001172661-26-001665 |
| 2025-12-31 | 2026-02-11 | $660.7M | 283 | 0001172661-26-000618 |
| 2025-09-30 | 2025-11-10 | $654.6M | 289 | 0001172661-25-004670 |