Insight Advisors, LLC/ PA
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Insight Advisors, LLC/ PA reported 275 stock positions worth $570.8 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 30.0% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 5.1%) and Apple (AAPL, 3.7%). Compared with Q4 2024, it opened 13 new positions, sold out of 21, added to 125 and reduced 104. The biggest buy was Alpha Architect Tail Risk (CAOS, shares +1%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $570.8M (Q1 2025)
- SEC Filing
- 0001172661-25-001481 ↗ filed Apr 11, 2025
Holdings Value
Holdings 275 stocks · $570.8M
| CAOS Alpha Architect Tail Risk | 29.95% | 1,943,985 | $171.0M | Add +1.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 5.15% | 263,565 | $29.4M | Reduce -0.6% |
| AAPL Apple Inc. | 3.67% | 94,223 | $20.9M | Reduce -0.8% |
| NVDA Nvidia Corp. | 3.11% | 163,874 | $17.8M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.02% | 30,818 | $17.2M | Add +9.6% |
| DGRW Wisdomtree U.S. Quality Divi | 1.89% | 135,045 | $10.8M | Add +23.1% |
| QGRW Wisdomtree US Quality Growth | 1.78% | 231,455 | $10.2M | Add +16.7% |
| AMZN Amazon.com Inc. | 1.62% | 48,717 | $9.3M | Add +0.5% |
| AGGY Wisdomtree Yield Enhanced US | 1.58% | 207,608 | $9.0M | Add +8.0% |
| MSFT Microsoft Corp. | 1.23% | 18,764 | $7.0M | Reduce -0.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.13% | 176,608 | $6.4M | Reduce -0.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.02% | 114,312 | $5.8M | Add +4.5% |
| IHDG Wisdomtree International Hed | 1.01% | 133,101 | $5.8M | Add +11.4% |
| AVGO Broadcom Inc. | 1.01% | 34,361 | $5.8M | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 12,191 | $5.7M | Add +4.6% |
| SCHD Schwab US DVD Equity ETF | 0.95% | 194,197 | $5.4M | Add +15.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.95% | 14,577 | $5.4M | Add +0.4% |
| FTSM First Trust Enh Short Mat FD | 0.92% | 88,073 | $5.3M | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 0.92% | 10,210 | $5.2M | Add +16.6% |
| USMF Wisdomtree US Multifactor Fu | 0.83% | 95,536 | $4.7M | Reduce -34.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 8,224 | $4.4M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.72% | 7,327 | $4.1M | Add +8.6% |
| MTGP Wisdomtree Mtge Plus Bond | 0.69% | 89,732 | $3.9M | Add +14.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.68% | 71,332 | $3.9M | Add +7.3% |
| JPST JPMorgan Ultra-Short Income | 0.68% | 76,866 | $3.9M | Add +8.8% |
| GOOGL Alphabet Inc. Class A | 0.68% | 24,932 | $3.9M | Reduce -2.0% |
| WTV Wisdomtree U.S. Value Fund | 0.63% | 43,469 | $3.6M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 19,220 | $3.3M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.56% | 3,371 | $3.2M | Add +2.6% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.52% | 96,646 | $3.0M | Add +10.9% |
| IGLD FT Vest Gold Strategy Target | 0.52% | 140,715 | $3.0M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.51% | 18,768 | $2.9M | Add +4.7% |
| ICOW Pacer Developed Markets Inte | 0.51% | 92,467 | $2.9M | Add +14.3% |
| IJH iShares Core S&P Midcap ETF | 0.50% | 49,324 | $2.9M | Add +23.9% |
| VGT Vanguard Info Tech ETF | 0.48% | 5,093 | $2.8M | Add +1.0% |
| SIGI Selective Insurance Group | 0.48% | 29,805 | $2.7M | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.48% | 72,481 | $2.7M | Reduce -3.6% |
| TLH iShares 10-20 Year Treasury | 0.47% | 25,957 | $2.7M | Add +19.2% |
| FSIG FT Ltd. Duration Inv Grade | 0.45% | 135,788 | $2.6M | Add +3.4% |
| NFLX Netflix Inc. | 0.42% | 2,580 | $2.4M | Reduce -0.1% |
| DXJ Wisdomtree Japan Hedged Eq | 0.41% | 21,294 | $2.3M | Add +25.3% |
| DGRO iShares Core Dividend Growth | 0.41% | 37,740 | $2.3M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.38% | 3,740 | $2.2M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 10,849 | $2.1M | Reduce -12.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 8,520 | $2.1M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.36% | 23,160 | $2.1M | Reduce -4.7% |
| BX Blackstone Inc. | 0.36% | 14,762 | $2.1M | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 7,453 | $1.9M | Add +1.0% |
| EES Wisdomtree US Smallcap Fund | 0.33% | 38,353 | $1.9M | Add +4.5% |
| JNJ Johnson & Johnson | 0.32% | 11,086 | $1.8M | Add +0.6% |
| TSLA Tesla Inc. | 0.31% | 6,858 | $1.8M | Reduce -22.9% |
| AMD Advanced Micro Devices | 0.31% | 17,206 | $1.8M | Add +7.0% |
| WFC Wells Fargo & Co. | 0.30% | 24,073 | $1.7M | Add +0.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.30% | 51,858 | $1.7M | Add +2.9% |
| QHY Wisdomtree US High Yield Cor | 0.30% | 37,998 | $1.7M | Add +17.8% |
| PANW Palo Alto Networks Inc. | 0.29% | 9,741 | $1.7M | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 10,035 | $1.6M | Reduce -0.6% |
| AXP American Express Co. | 0.28% | 5,882 | $1.6M | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.27% | 23,847 | $1.6M | Reduce -8.9% |
| WMT Walmart Inc. | 0.27% | 17,284 | $1.5M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.27% | 8,887 | $1.5M | Reduce -0.4% |
| AGZ iShares Agency Bond ETF | 0.25% | 12,988 | $1.4M | Add +6.9% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 15,081 | $1.4M | Reduce -9.8% |
| PEG Public Service Enterprise GP | 0.25% | 17,010 | $1.4M | Add +0.0% |
| INTC Intel Corp. | 0.23% | 58,246 | $1.3M | Reduce -4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 5,304 | $1.3M | Reduce -1.9% |
| PHYS Sprott Physical Gold Trust | 0.23% | 53,997 | $1.3M | Reduce -0.2% |
| HD Home Depot Inc. | 0.23% | 3,536 | $1.3M | Reduce -5.7% |
| FALN iShares Fallen Angels ETF | 0.22% | 46,544 | $1.2M | Add +4.5% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.22% | 10,798 | $1.2M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.21% | 4,958 | $1.2M | Add +5.0% |
| DGS Wisdomtree Em Small Cap | 0.21% | 25,164 | $1.2M | Reduce -38.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.21% | 27,061 | $1.2M | Reduce -3.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 17,427 | $1.2M | Add +10.2% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.20% | 39,428 | $1.2M | Add +3.3% |
| CWH Camping World Holdings Inc. Class A | 0.20% | 70,505 | $1.1M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 6,495 | $1.1M | Add +0.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 3,623 | $1.1M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 5,841 | $1.1M | Reduce -0.3% |
| SMLV SS SPDR US SC Low Vol Idx | 0.19% | 8,823 | $1.1M | Reduce -5.3% |
| SPTI SS SPDR P Int Term TSY ETF | 0.19% | 37,596 | $1.1M | Add +23.1% |
| PAVE Global X US Infrastructure | 0.19% | 28,469 | $1.1M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.19% | 8,913 | $1.1M | Add +4.6% |
| RDVI FT Vest Rising Dividend Achi | 0.18% | 43,239 | $1.0M | Add +15.4% |
| IWF iShares Russell 1000 Growth | 0.17% | 2,703 | $976K | Add +0.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.17% | 2,878 | $963K | Reduce -5.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 22,651 | $945K | Add +0.4% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 15,339 | $943K | Add +4.2% |
| LLY Eli Lilly & Co. | 0.16% | 1,107 | $915K | Add +28.3% |
| USFR Wisdomtree Floating Rate Tre | 0.16% | 18,094 | $911K | Reduce -39.1% |
| PEP Pepsico Inc. | 0.15% | 5,824 | $874K | Reduce -4.1% |
| FTHY First Trust Hi YLD Opp 2027 | 0.15% | 59,248 | $856K | Add +56.8% |
| MCD McDonald's Corp. | 0.15% | 2,712 | $847K | Reduce -1.5% |
| EPI Wisdomtree India Earnings | 0.15% | 19,165 | $838K | New |
| SCHG Schwab US Large-Cap Growth | 0.15% | 33,102 | $829K | Reduce -18.3% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 6,329 | $816K | Add +39.9% |
| VZ Verizon Communications Inc. | 0.14% | 17,758 | $805K | Reduce -0.2% |
| AOA iShares Core 80/20 Aggressiv | 0.14% | 10,490 | $802K | Reduce -20.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 13,108 | $795K | Reduce -0.2% |
| FV First Trust DW Focus 5 Fund | 0.14% | 14,477 | $794K | Reduce -7.3% |
Options reported separately and not counted above: AAPL puts ($1.6M), NFLX puts ($933K), BAC puts ($568K), AMGN puts ($405K), RTX puts ($318K), NVDA puts ($260K), MRK puts ($117K).
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.9% | 3.11% | −0.82 |
| AAPL Apple Inc. | Reduce -0.8% | 3.67% | −0.44 |
| USMF Wisdomtree US Multifactor Fu | Reduce -34.4% | 0.83% | −0.41 |
| TSLA Tesla Inc. | Reduce -22.9% | 0.31% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 0.68% | −0.16 |
| MSFT Microsoft Corp. | Reduce -0.2% | 1.23% | −0.13 |
| FTLS First Trust Long/Short Eqty | Sold out | 0.00% | −0.13 |
| DGS Wisdomtree Em Small Cap | Reduce -38.2% | 0.21% | −0.13 |
| NOBL Proshares S&P 500 Dividend A | Reduce -64.3% | 0.06% | −0.10 |
| EPS Wisdomtree US Large Cap Fund | Reduce -56.0% | 0.07% | −0.10 |
| USFR Wisdomtree Floating Rate Tre | Reduce -39.1% | 0.16% | −0.10 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -3.6% | 0.48% | −0.09 |
| DON Wisdomtree US Midcap Dividen | Reduce -63.5% | 0.05% | −0.09 |
| DWMF Wisdomtree International Mul | Sold out | 0.00% | −0.07 |
| BX Blackstone Inc. | Reduce -0.3% | 0.36% | −0.07 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.07 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −0.07 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.06 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.06 |
| ARKG ARK Genomic Revolution ETF | Sold out | 0.00% | −0.06 |
| SMAY FT Vest U.S. Small Cap Moder | Sold out | 0.00% | −0.06 |
| EDIV State Street SPDR S&P Emergi | Sold out | 0.00% | −0.05 |
| ARKQ ARK Autonomous Tech & Robot | Sold out | 0.00% | −0.05 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Sold out | 0.00% | −0.05 |
| WCLD Wisdomtree Cloud Computing | Sold out | 0.00% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -18.3% | 0.15% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -12.7% | 0.37% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.8% | 0.25% | −0.05 |
| FTSM First Trust Enh Short Mat FD | Reduce -6.9% | 0.92% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -4.7% | 0.36% | −0.05 |
| ISCF iShares International Small | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -29.3% | 0.06% | −0.04 |
| BUG Global X Cybersecurity ETF | Reduce -29.7% | 0.11% | −0.04 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -39.7% | 0.07% | −0.04 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.04 |
| EEMS iShares MSCI Emerging MKT SM | Sold out | 0.00% | −0.04 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.04 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.04 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.9% | 0.27% | −0.04 |
| ARKF ARK Blockchain & Fintech Inn | Reduce -26.6% | 0.07% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Sold out | 0.00% | −0.03 |
| ARKW ARK Next Generation Technolo | Reduce -36.3% | 0.04% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -20.7% | 0.14% | −0.03 |
| FINX Global X Fintech ETF | Reduce -23.3% | 0.07% | −0.03 |
| CLOU Global X Cloud Computing ETF | Reduce -15.8% | 0.09% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Reduce -19.8% | 0.10% | −0.03 |
| AXP American Express Co. | Reduce -2.1% | 0.28% | −0.03 |
| GLOBAL X HEALTHTECH ETF | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| CAOS Alpha Architect Tail Risk | Add +1.3% | 29.95% | +1.25 |
| WTV Wisdomtree U.S. Value Fund | New | 0.63% | +0.63 |
| DGRW Wisdomtree U.S. Quality Divi | Add +23.1% | 1.89% | +0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.6% | 3.02% | +0.19 |
| SCHD Schwab US DVD Equity ETF | Add +15.6% | 0.95% | +0.17 |
| AGGY Wisdomtree Yield Enhanced US | Add +8.0% | 1.58% | +0.17 |
| EPI Wisdomtree India Earnings | New | 0.15% | +0.15 |
| IHDG Wisdomtree International Hed | Add +11.4% | 1.01% | +0.12 |
| MTGP Wisdomtree Mtge Plus Bond | Add +14.2% | 0.69% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +16.6% | 0.92% | +0.11 |
| ICOW Pacer Developed Markets Inte | Add +14.3% | 0.51% | +0.11 |
| TLH iShares 10-20 Year Treasury | Add +19.2% | 0.47% | +0.10 |
| QGRW Wisdomtree US Quality Growth | Add +16.7% | 1.78% | +0.09 |
| DXJ Wisdomtree Japan Hedged Eq | Add +25.3% | 0.41% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +23.9% | 0.50% | +0.08 |
| IGLD FT Vest Gold Strategy Target | Add +2.4% | 0.52% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Add +8.8% | 0.68% | +0.07 |
| JMST JPM Ultra-Short Muni Income | Add +4.5% | 1.02% | +0.07 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +10.9% | 0.52% | +0.07 |
| UVSP Univest Financial Corp. | Add +100.0% | 0.12% | +0.06 |
| FTHY First Trust Hi YLD Opp 2027 | Add +56.8% | 0.15% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | Add +0.6% | 0.32% | +0.05 |
| QHY Wisdomtree US High Yield Cor | Add +17.8% | 0.30% | +0.05 |
| MSTR Strategy Inc. | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +28.3% | 0.16% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +7.3% | 0.68% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +86.5% | 0.11% | +0.04 |
| GLD SPDR Gold Shares | Add +29.1% | 0.12% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +39.9% | 0.14% | +0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Add +23.1% | 0.19% | +0.04 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.56% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +8.6% | 0.72% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.04% | +0.04 |
| VGK Vanguard Ftse Europe ETF | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| MMM 3M Co. | New | 0.04% | +0.04 |
| BIZD Vaneck BDC Income ETF | Add +100.0% | 0.07% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.04% | +0.04 |
| SHAG Wsdmtree YLD En US St Agg | Add +30.3% | 0.14% | +0.03 |
| V Visa Inc. Class A | Add +19.1% | 0.13% | +0.03 |
| XOM Exxon Mobil Corp. | Add +4.6% | 0.19% | +0.03 |
| PFIG Invesco Fundamental Investme | Add +24.4% | 0.12% | +0.03 |
| UBER Uber Technologies Inc. | Add +28.6% | 0.07% | +0.03 |
| FSIG FT Ltd. Duration Inv Grade | Add +3.4% | 0.45% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.58% | +0.03 |
| RDVI FT Vest Rising Dividend Achi | Add +15.4% | 0.18% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +14.3% | 0.11% | +0.02 |
| AGZ iShares Agency Bond ETF | Add +6.9% | 0.25% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | put | Sold out | 5,400 | $2.4Mbefore exit |
| GOOGL Alphabet Inc. Class A | put | Sold out | 10,700 | $2.0Mbefore exit |
| NVDA Nvidia Corp. | put | Add +26.3% | 2,400 | $260K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 241 | $567.3M | ATTR, CAOS, BOXX, SPY, NVDA |
| Q1 2026 | 242 | $525.5M | ATTR, CAOS, BOXX, SPY, NVDA |
| Q4 2025 | 282 | $660.0M | ATTR, CAOS, BOXX, NVDA, SPY |
| Q3 2025 | 284 | $652.8M | CAOS, BOXX, NVDA, SPY, AAPL |
| Q2 2025 | 280 | $620.3M | CAOS, BOXX, NVDA, SPY, AAPL |
| Q1 2025 | 275 | $570.8M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q4 2024 | 283 | $583.8M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q3 2024 | 293 | $574.3M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q2 2024 | 285 | $547.3M | CAOS, BOXX, NVDA, AAPL, SPY |
| Q1 2024 | 295 | $515.1M | CAOS, BOXX, AAPL, NVDA, AMZN |