Insight Advisors, LLC/ PA Portfolio Holdings - 13F Filings | 13F Fund Database
Insight Advisors, LLC/ PA 13F Holdings
CIK 0001844880 · NEWTOWN, PA
As of Sep 30, 2025, Insight Advisors, LLC/ PA reported
289 positions worth $633.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ALPHA ARCHITECT TAIL RISK ETF | CAOS | — | 1,918,587 |
|
71.8M27.13% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 316,722 | $36.1M | 5.70% |
| NVIDIA CORP | NVDA | Technology | 133,078 | $24.8M | 3.92% |
| SPDR S&P 500 ETF TRUST | SPY | — | 33,959 | $22.6M | 3.58% |
| APPLE INC | AAPL | Technology | 83,485 | $21.3M | 3.36% |
| WISDOMTREE US QUALITY GROWTH FUND | QGRW | — | 275,472 |
5.8M | 2.50% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 177,183 |
5.8M | 2.49% |
| BROADCOM INC | AVGO | Technology | 34,766 |
1.5M | 1.81% |
| AMAZON.COM INC | AMZN | Equity | 47,082 |
0.3M | 1.63% |
| MICROSOFT CORP | MSFT | Technology | 17,754 | $9.2M | 1.45% |
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | AGGY | — | 198,987 | $8.8M | 1.39% |
| WISDOMTREE US VALUE FUND | WTV | — | 83,381 | $7.6M | 1.20% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 12,042 | $7.2M | 1.14% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 14,346 | $6.9M | 1.09% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 134,620 | $6.9M | 1.09% |
| VANGUARD 500 INDEX FUND | VOO | — | 10,740 | $6.6M | 1.04% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 149,428 | $6.4M | 1.01% |
| ALPHABET INC | GOOGL | Equity | 25,844 | $6.3M | 0.99% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 212,147 | $5.8M | 0.91% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,284 | $4.9M | 0.77% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 93,578 | $4.7M | 0.75% |
| ALPHABET INC | GOOG | Equity | 18,886 | $4.6M | 0.73% |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | DXJ | — | 34,307 | $4.4M | 0.69% |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | HEDJ | — | 86,321 | $4.4M | 0.69% |
| WISDOMTREE MORTGAGE PLUS BOND FUND | MTGP | — | 96,284 | $4.3M | 0.68% |