Institutional Manager · CIK 0001844880
Insight Advisors, LLC/ PA
Newtown, PA · File #028-20711
Latest AUM
$660.7M
Positions
283
Top-10 Concentration
64.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | EA SERIES TRUST | 02072L516 | -993,762 | -$89.2M | +$467,174 |
| NEW | EA SERIES TRUST | 02072Q416 | +945,841 | +$85.6M | $0 |
| NEW | WISDOMTREE TR | WT | +185,854 | +$8.1M | $0 |
| EXITED | WISDOMTREE TR | 97717W851 | -34,307 | -$4.4M | $0 |
| REDUCE | WISDOMTREE TR | WT | -74,435 | -$3.9M | +$229,606 |
| ADD | NETFLIX INC | NFLX | +21,448 | +$2.0M | -$3.0M |
| ADD | MERCK & CO INC | MRK | +19,024 | +$2.0M | +$27,732 |
| REDUCE | ALPHABET INC | GOOG | -2,880 | -$903,758 | +$1.3M |
| REDUCE | NVIDIA CORPORATION | NVDA | -4,650 | -$867,275 | -$11,234 |
| ADD | SPDR SERIES TRUST | 78464A854 | +10,540 | +$845,578 | +$57,295 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025283 pos · $660.7M
- 13F HOLDINGS REPORTQ/E Sep 2025289 pos · $654.6M
- 13F HOLDINGS REPORTQ/E Jun 2025289 pos · $623.7M
- 13F HOLDINGS REPORTQ/E Mar 2025282 pos · $575.0M
- 13F HOLDINGS REPORTQ/E Dec 2024292 pos · $592.5M
- 13F HOLDINGS REPORTQ/E Sep 2024300 pos · $580.2M
- 13F HOLDINGS REPORTQ/E Jun 2024289 pos · $553.7M
- 13F HOLDINGS REPORTQ/E Mar 2024298 pos · $521.1M
- 13F HOLDINGS REPORTQ/E Dec 2023276 pos · $437.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | EA SERIES TRUST | 02072Q416 | 945,841 | $85.6M | 16.78% |
| 2 | EA SERIES TRUST | 02072L516 | 924,825 | $83.0M | 16.28% |
| 3 | EA SERIES TRUST | 02072L565 | 317,775 | $36.6M | 7.17% |
| 4 | NVIDIA CORPORATION | NVDA | 128,428 | $24.0M | 4.70% |
| 5 | SPDR S&P 500 ETF TR | SPY | 34,098 | $23.3M | 4.56% |
| 6 | APPLE INC | AAPL | 81,766 | $22.2M | 4.36% |
| 7 | WISDOMTREE TR | WT | 275,021 | $16.1M | 3.16% |
| 8 | WISDOMTREE TR | WT | 174,485 | $15.6M | 3.06% |
| 9 | BROADCOM INC | AVGO | 34,734 | $12.0M | 2.36% |
| 10 | AMAZON COM INC | AMZN | 46,582 | $10.8M | 2.11% |
| 11 | WISDOMTREE TR | WT | 204,837 | $9.0M | 1.77% |
| 12 | MICROSOFT CORP | MSFT | 17,752 | $8.6M | 1.68% |
| 13 | WISDOMTREE TR | WT | 185,854 | $8.1M | 1.59% |
| 14 | WISDOMTREE TR | WT | 86,556 | $8.1M | 1.58% |
| 15 | ALPHABET INC | GOOG | 25,511 | $8.0M | 1.57% |
| 16 | INVESCO QQQ TR | IVZ | 12,513 | $7.7M | 1.51% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 147,604 | $7.5M | 1.47% |
| 18 | VANGUARD INDEX FDS | 922908736 | 14,335 | $7.0M | 1.37% |
| 19 | VANGUARD INDEX FDS | 922908363 | 10,832 | $6.8M | 1.33% |
| 20 | SPDR INDEX SHS FDS | 78463X889 | 150,719 | $6.7M | 1.31% |