Insight Advisors, LLC/ PA — 13F Holdings & Portfolio
CIK 1844880 · latest 13F-HR filed 2026-05-12
Insight Advisors, LLC/ PA manages $525.5M in 13F-reported U.S. long-equity assets across 243 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ATTR (16.95%), CAOS (15.55%), BOXX (7.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 53, added to 56, and trimmed 97.
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.
$525.5M
Long-equity book
243
Distinct positions
2026-03-31
Filed 2026-05-12
+14 / −53 / ↑56 / ↓97
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EA SERIES TRUST$2.7M +7.4%
- ETF OPPORTUNITIES TRUST$2.4M +300.4%
- FIRST TR EXCHANGE-TRADED FD$574.0K +27.5%
- COSTCO WHOLESALE CORPORATION$552.5K +19.7%
- INTEL CORP$412.8K +19.6%
Top Trims
- WISDOMTREE TR-$15.7M -97.4%
- WISDOMTREE TR-$14.9M -95.7%
- WISDOMTREE TR-$8.0M -88.7%
- SPDR INDEX SHS FDS-$6.1M -90.7%
- J P MORGAN EXCHANGE TRADED F-$5.9M -78.0%
New Positions
- PRICE T ROWE GROUP INC$1.5M
- YELP INC$1.4M
- FIRST TR EXCHANGE TRADED FD$542.6K
- ETF SER SOLUTIONS$462.4K
- SERIES PORTFOLIOS TR$414.0K
Exited Positions
- WISDOMTREE TR$8.1M
- WISDOMTREE TR$8.1M
- J P MORGAN EXCHANGE TRADED F$4.5M
- WISDOMTREE TR$4.3M
- PACER FDS TR$4.1M
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 | $89.1M | 16.95% | 980,142 | SH |
| 2 | EA SERIES TRUST | CAOS | 02072L516 | $81.7M | 15.55% | 900,432 | SH |
| 3 | EA SERIES TRUST | BOXX | 02072L565 | $39.3M | 7.47% | 337,673 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $21.9M | 4.18% | 33,739 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $21.5M | 4.10% | 123,437 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $19.3M | 3.68% | 76,241 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $10.6M | 2.02% | 34,238 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $9.1M | 1.73% | 43,563 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $7.5M | 1.42% | 25,959 | SH |
| 10 | INVESCO QQQ TR | QQQ | 46090E103 | $6.6M | 1.26% | 11,509 | SH |
| 11 | VANGUARD INDEX FDS | VOO | 922908363 | $6.6M | 1.26% | 11,106 | SH |
| 12 | VANGUARD INDEX FDS | VUG | 922908736 | $6.1M | 1.17% | 14,072 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $6.0M | 1.14% | 16,201 | SH |
| 14 | ALPHABET INC | GOOG | 02079K107 | $4.3M | 0.82% | 15,046 | SH |
| 15 | SPDR GOLD TR | GLD | 78463V107 | $4.3M | 0.82% | 10,015 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $4.3M | 0.81% | 6,549 | SH |
| 17 | FIRST TR EXCHANGE-TRADED FD | IGLD | 33733E856 | $4.3M | 0.81% | 167,358 | SH |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $3.9M | 0.75% | 19,337 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.8M | 0.73% | 7,977 | SH |
| 20 | VANGUARD INDEX FDS | VTV | 922908744 | $3.7M | 0.70% | 18,793 | SH |
| 21 | FIRST TR EXCHANGE-TRADED FD | HYTI | 33738D739 | $3.6M | 0.69% | 189,193 | SH |
| 22 | VANGUARD WORLD FD | VGT | 92204A702 | $3.6M | 0.68% | 5,116 | SH |
| 23 | SPDR SERIES TRUST | SPYM | 78464A854 | $3.4M | 0.65% | 44,722 | SH |
| 24 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.4M | 0.64% | 3,366 | SH |
| 25 | ETF OPPORTUNITIES TRUST | HECA | 26923Q747 | $3.2M | 0.61% | 110,976 | SH |
| 26 | FIRST TR EXCHANGE-TRADED FD | LQTI | 33738D747 | $2.7M | 0.51% | 135,888 | SH |
| 27 | INTEL CORP | INTC | 458140100 | $2.5M | 0.48% | 56,979 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.4M | 0.46% | 9,948 | SH |
| 29 | MERCK & CO INC | MRK | 58933Y105 | $2.4M | 0.46% | 20,086 | SH |
| 30 | FIRST TR EXCHANGE-TRADED FD | DFII | 33733E724 | $2.4M | 0.46% | 181,464 | SH |
| 31 | NETFLIX INC. | NFLX | 64110L106 | $2.4M | 0.45% | 24,639 | SH |
| 32 | SELECTIVE INS GROUP INC | SIGI | 816300107 | $2.2M | 0.43% | 29,805 | SH |
| 33 | VANGUARD INDEX FDS | VBK | 922908595 | $2.2M | 0.42% | 7,351 | SH |
| 34 | VANGUARD INDEX FDS | VOT | 922908538 | $2.1M | 0.40% | 8,080 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $2.0M | 0.37% | 3,431 | SH |
| 36 | WELLS FARGO & CO | WFC | 949746101 | $1.9M | 0.37% | 24,377 | SH |
| 37 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $1.9M | 0.36% | 31,814 | SH |
| 38 | TESLA INC | TSLA | 88160R101 | $1.8M | 0.35% | 4,965 | SH |
| 39 | WALMART INC | WMT | 931142103 | $1.8M | 0.34% | 14,568 | SH |
| 40 | VANGUARD INDEX FDS | VOE | 922908512 | $1.8M | 0.34% | 9,785 | SH |
| 41 | SPDR SERIES TRUST | SPIB | 78464A375 | $1.7M | 0.33% | 51,715 | SH |
| 42 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $1.7M | 0.31% | 32,443 | SH |
| 43 | SPROTT ASSET MANAGEMENT LP | PHYS | 85207H104 | $1.6M | 0.31% | 45,514 | SH |
| 44 | FIRST TR EXCHANGE-TRADED FD | FSIG | 33738D804 | $1.6M | 0.31% | 85,001 | SH |
| 45 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.6M | 0.31% | 10,993 | SH |
| 46 | ISHARES TR | IVW | 464287309 | $1.6M | 0.30% | 13,744 | SH |
| 47 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.6M | 0.30% | 9,673 | SH |
| 48 | GLOBAL X FDS | PAVE | 37954Y673 | $1.5M | 0.29% | 30,081 | SH |
| 49 | ISHARES TR | AGZ | 464288166 | $1.5M | 0.29% | 13,718 | SH |
| 50 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $1.5M | 0.28% | 16,352 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |