Insight Advisors, LLC/ PA
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Insight Advisors, LLC/ PA reported 280 stock positions worth $620.3 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 28.0% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 5.9%) and Nvidia (NVDA, 3.4%). Compared with Q1 2025, it opened 25 new positions, sold out of 20, added to 100 and reduced 129. The biggest buy was Alpha Architect 1-3 MNTH Box (BOXX, shares +24%) and the biggest sale Wisdomtree International Hed (IHDG, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $620.3M (Q2 2025)
- SEC Filing
- 0001172661-25-002808 ↗ filed Jul 30, 2025
Holdings Value
Holdings 280 stocks · $620.3M
| CAOS Alpha Architect Tail Risk | 28.03% | 1,957,013 | $173.9M | Add +0.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 5.95% | 327,386 | $36.9M | Add +24.2% |
| NVDA Nvidia Corp. | 3.43% | 134,479 | $21.2M | Reduce -17.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.32% | 33,346 | $20.6M | Add +8.2% |
| AAPL Apple Inc. | 2.87% | 86,734 | $17.8M | Reduce -8.0% |
| DGRW Wisdomtree U.S. Quality Divi | 2.38% | 175,923 | $14.7M | Add +30.3% |
| QGRW Wisdomtree US Quality Growth | 2.33% | 275,552 | $14.5M | Add +19.1% |
| AMZN Amazon.com Inc. | 1.67% | 47,078 | $10.3M | Reduce -3.4% |
| AVGO Broadcom Inc. | 1.55% | 34,842 | $9.6M | Add +1.4% |
| MSFT Microsoft Corp. | 1.43% | 17,798 | $8.9M | Reduce -5.2% |
| AGGY Wisdomtree Yield Enhanced US | 1.39% | 198,118 | $8.6M | Reduce -4.6% |
| WTV Wisdomtree U.S. Value Fund | 1.16% | 83,036 | $7.2M | Add +91.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.09% | 132,843 | $6.8M | Add +16.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 12,141 | $6.7M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.02% | 14,402 | $6.3M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.99% | 10,861 | $6.2M | Add +6.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.98% | 149,435 | $6.1M | Reduce -15.4% |
| SCHD Schwab US DVD Equity ETF | 0.90% | 209,795 | $5.6M | Add +8.0% |
| JPST JPMorgan Ultra-Short Income | 0.79% | 96,382 | $4.9M | Add +25.4% |
| FTSM First Trust Enh Short Mat FD | 0.77% | 79,863 | $4.8M | Reduce -9.3% |
| GOOGL Alphabet Inc. Class A | 0.73% | 25,788 | $4.5M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 0.73% | 7,308 | $4.5M | Reduce -0.3% |
| MTGP Wisdomtree Mtge Plus Bond | 0.69% | 95,869 | $4.3M | Add +6.8% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.66% | 85,637 | $4.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 8,186 | $4.0M | Reduce -0.5% |
| DXJ Wisdomtree Japan Hedged Eq | 0.63% | 34,166 | $3.9M | Add +60.5% |
| NFLX Netflix Inc. | 0.59% | 2,723 | $3.6M | Add +5.5% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.56% | 100,150 | $3.5M | Add +3.6% |
| LCOW Pacer SP 500 Q FCF Arstcrts | 0.56% | 158,430 | $3.5M | New |
| VGT Vanguard Info Tech ETF | 0.55% | 5,130 | $3.4M | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 19,169 | $3.4M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.54% | 18,973 | $3.4M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.53% | 3,340 | $3.3M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 51,146 | $3.2M | Add +3.7% |
| IGLD FT Vest Gold Strategy Target | 0.50% | 141,656 | $3.1M | Add +0.7% |
| TLH iShares 10-20 Year Treasury | 0.47% | 28,507 | $2.9M | Add +9.8% |
| ICOW Pacer Developed Markets Inte | 0.43% | 78,773 | $2.7M | Reduce -14.8% |
| FSIG FT Ltd. Duration Inv Grade | 0.43% | 138,739 | $2.7M | Add +2.2% |
| GLD SPDR Gold Shares | 0.43% | 8,650 | $2.6M | Add +261.8% |
| GCOW Pacer Global Cash Cows Divid | 0.42% | 68,631 | $2.6M | New |
| AMD Advanced Micro Devices | 0.42% | 18,239 | $2.6M | Add +6.0% |
| SIGI Selective Insurance Group | 0.42% | 29,805 | $2.6M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.39% | 8,481 | $2.4M | Reduce -0.5% |
| BX Blackstone Inc. | 0.35% | 14,628 | $2.2M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.35% | 2,949 | $2.2M | Reduce -21.1% |
| IVE iShares S&P 500 Value ETF | 0.34% | 10,831 | $2.1M | Add +307.2% |
| TSLA Tesla Inc. | 0.33% | 6,520 | $2.1M | Reduce -4.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.33% | 7,453 | $2.1M | No change |
| EPI Wisdomtree India Earnings | 0.33% | 43,463 | $2.1M | Add +126.8% |
| EES Wisdomtree US Smallcap Fund | 0.33% | 40,118 | $2.0M | Add +4.6% |
| PANW Palo Alto Networks Inc. | 0.32% | 9,833 | $2.0M | Add +0.9% |
| WFC Wells Fargo & Co. | 0.31% | 24,098 | $1.9M | Add +0.1% |
| QHY Wisdomtree US High Yield Cor | 0.30% | 40,423 | $1.9M | Add +6.4% |
| MRK Merck & Co. Inc. | 0.29% | 23,007 | $1.8M | Reduce -0.7% |
| AXP American Express Co. | 0.29% | 5,686 | $1.8M | Reduce -3.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 23,834 | $1.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.27% | 11,108 | $1.7M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 8,120 | $1.7M | Reduce -25.1% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 15,086 | $1.7M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.27% | 25,926 | $1.7M | Reduce -31.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.27% | 49,014 | $1.6M | Reduce -5.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 9,985 | $1.6M | Reduce -0.5% |
| WMT Walmart Inc. | 0.26% | 16,663 | $1.6M | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 5,320 | $1.6M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.23% | 4,999 | $1.4M | Add +0.8% |
| PEG Public Service Enterprise GP | 0.23% | 17,011 | $1.4M | Add +0.0% |
| AGZ iShares Agency Bond ETF | 0.23% | 12,977 | $1.4M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.23% | 8,850 | $1.4M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 10,091 | $1.4M | Add +33.3% |
| PHYS Sprott Physical Gold Trust | 0.22% | 53,944 | $1.4M | Reduce -0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 3,598 | $1.3M | Reduce -0.7% |
| INTC Intel Corp. | 0.21% | 58,246 | $1.3M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 17,137 | $1.3M | Reduce -1.7% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.21% | 10,367 | $1.3M | Reduce -4.0% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.21% | 39,171 | $1.3M | Reduce -0.7% |
| HD Home Depot Inc. | 0.20% | 3,443 | $1.3M | Reduce -2.6% |
| PAVE Global X US Infrastructure | 0.20% | 28,739 | $1.3M | Add +0.9% |
| FALN iShares Fallen Angels ETF | 0.19% | 44,303 | $1.2M | Reduce -4.8% |
| CWH Camping World Holdings Inc. Class A | 0.19% | 69,863 | $1.2M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 6,497 | $1.2M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,705 | $1.1M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 5,841 | $1.1M | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.18% | 26,274 | $1.1M | Reduce -2.9% |
| RDVI FT Vest Rising Dividend Achi | 0.18% | 44,394 | $1.1M | Add +2.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.17% | 37,491 | $1.1M | Reduce -0.3% |
| DFII FT Vest BTC Stra & TR in ETF | 0.17% | 44,797 | $1.1M | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.17% | 2,691 | $1.1M | Reduce -6.5% |
| SMLV SS SPDR US SC Low Vol Idx | 0.17% | 8,480 | $1.1M | Reduce -3.9% |
| CEG Constellation Energy | 0.17% | 3,185 | $1.0M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 21,709 | $1.0M | Reduce -4.2% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 14,735 | $995K | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.16% | 8,925 | $962K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.15% | 1,234 | $961K | Add +11.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 17,058 | $940K | Reduce -76.1% |
| FTHY First Trust Hi YLD Opp 2027 | 0.15% | 62,825 | $933K | Add +6.0% |
| ECOW Pacer Emerging Markets Cash | 0.14% | 39,941 | $882K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 13,111 | $881K | Add +0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 14,058 | $860K | Add +3.4% |
| QTUM Defiance Quantum ETF | 0.14% | 9,210 | $846K | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 6,329 | $844K | No change |
Options reported separately and not counted above: AAPL puts ($1.6M), BAC puts ($644K), AMGN puts ($363K), RTX puts ($350K), NVDA puts ($300K), MRK puts ($103K), BX puts ($90K), MSFT puts ($50K), RSP puts ($36K).
Portfolio Sells Q1 2025 → Q2 2025
| IHDG Wisdomtree International Hed | Reduce -93.8% | 0.06% | −0.95 |
| USMF Wisdomtree US Multifactor Fu | Sold out | 0.00% | −0.83 |
| AAPL Apple Inc. | Reduce -8.0% | 2.87% | −0.80 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -76.1% | 0.15% | −0.53 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -85.0% | 0.07% | −0.41 |
| DGS Wisdomtree Em Small Cap | Sold out | 0.00% | −0.21 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -4.6% | 1.39% | −0.19 |
| FTSM First Trust Enh Short Mat FD | Reduce -9.3% | 0.77% | −0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -15.4% | 0.98% | −0.15 |
| DGRO iShares Core Dividend Growth | Reduce -31.3% | 0.27% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.64% | −0.13 |
| USFR Wisdomtree Floating Rate Tre | Reduce -66.6% | 0.05% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -25.1% | 0.27% | −0.10 |
| ICOW Pacer Developed Markets Inte | Reduce -14.8% | 0.43% | −0.08 |
| EPS Wisdomtree US Large Cap Fund | Sold out | 0.00% | −0.07 |
| ARKF ARK Blockchain & Fintech Inn | Sold out | 0.00% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.29% | −0.07 |
| FINX Global X Fintech ETF | Sold out | 0.00% | −0.07 |
| UVSP Univest Financial Corp. | Reduce -50.0% | 0.06% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.06 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.05 |
| NUGT Dirxn DLY GM Indx B2X ETF-Ui | Sold out | 0.00% | −0.05 |
| NEUBERGER BERMAN ETF TRUST | Sold out | 0.00% | −0.05 |
| ARKW ARK Next Generation Technolo | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -3.8% | 0.05% | −0.04 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.23% | −0.04 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| MMM 3M Co. | Sold out | 0.00% | −0.04 |
| EMSF Matthews Em Sustainable | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.5% | 0.27% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.3% | 0.55% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -29.2% | 0.11% | −0.03 |
| BIZD Vaneck BDC Income ETF | Reduce -42.3% | 0.04% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Reduce -39.0% | 0.05% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -2.9% | 0.18% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.12% | −0.03 |
| CLX Clorox Company | Reduce -5.4% | 0.07% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -21.1% | 0.35% | −0.03 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.12% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.53% | −0.03 |
| FALN iShares Fallen Angels ETF | Reduce -4.8% | 0.19% | −0.02 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -35.5% | 0.05% | −0.02 |
| HD Home Depot Inc. | Reduce -2.6% | 0.20% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -3.8% | 0.10% | −0.02 |
| AGZ iShares Agency Bond ETF | Reduce -0.1% | 0.23% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| BOXX Alpha Architect 1-3 MNTH Box | Add +24.2% | 5.95% | +0.80 |
| HEDJ Wisdomtree Europe Hedged Equ | New | 0.66% | +0.66 |
| LCOW Pacer SP 500 Q FCF Arstcrts | New | 0.56% | +0.56 |
| QGRW Wisdomtree US Quality Growth | Add +19.1% | 2.33% | +0.55 |
| AVGO Broadcom Inc. | Add +1.4% | 1.55% | +0.54 |
| WTV Wisdomtree U.S. Value Fund | Add +91.0% | 1.16% | +0.53 |
| DGRW Wisdomtree U.S. Quality Divi | Add +30.3% | 2.38% | +0.49 |
| GCOW Pacer Global Cash Cows Divid | New | 0.42% | +0.42 |
| GLD SPDR Gold Shares | Add +261.8% | 0.43% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.2% | 3.32% | +0.30 |
| IVE iShares S&P 500 Value ETF | Add +307.2% | 0.34% | +0.25 |
| DXJ Wisdomtree Japan Hedged Eq | Add +60.5% | 0.63% | +0.22 |
| EPI Wisdomtree India Earnings | Add +126.8% | 0.33% | +0.19 |
| DFII FT Vest BTC Stra & TR in ETF | New | 0.17% | +0.17 |
| NFLX Netflix Inc. | Add +5.5% | 0.59% | +0.17 |
| ECOW Pacer Emerging Markets Cash | New | 0.14% | +0.14 |
| BLOK Amplify Blockchain Tech ETF | New | 0.12% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +33.3% | 0.22% | +0.11 |
| AMD Advanced Micro Devices | Add +6.0% | 0.42% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +25.4% | 0.79% | +0.11 |
| HYTI FT VST High YLD & Tar in ETF | New | 0.10% | +0.10 |
| LQTI FT Vest Invst GRD TRGT I ETF | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 0.99% | +0.08 |
| JMST JPM Ultra-Short Muni Income | Add +16.2% | 1.09% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +0.7% | 0.55% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.73% | +0.06 |
| CEG Constellation Energy | Add +0.5% | 0.17% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| NOW ServiceNow Inc. | New | 0.05% | +0.05 |
| ISHP First Trust S-Network E-Comm | New | 0.04% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| GE General Electric | New | 0.04% | +0.04 |
| VOX Vanguard Communication Servi | New | 0.04% | +0.04 |
| VST Vistra Corp. | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| FCTE Smi 3FOURTEEN Full-CYCL TRND | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +40.8% | 0.09% | +0.03 |
| XLI SS Industrial Select Sector | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.03% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.03% | +0.03 |
| VPL Vanguard Ftse Pacific ETF | New | 0.03% | +0.03 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +3.6% | 0.56% | +0.03 |
| RACE Ferrari NV | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +0.9% | 0.32% | +0.03 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | Add +0.2% | 0.10% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.7% | 0.11% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 0.54% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +3.4% | 0.14% | +0.03 |
Options Activity Q1 2025 → Q2 2025
| AAPL Apple Inc. | put | Add +5.6% | 7,600 | $1.6M |
| NFLX Netflix Inc. | put | Sold out | 1,000 | $933Kbefore exit |
| NVDA Nvidia Corp. | put | Reduce -20.8% | 1,900 | $300K |
| BX Blackstone Inc. | put | New | 600 | $90K |
| MSFT Microsoft Corp. | put | New | 100 | $50K |
| RSP Invesco S&P 500 Equal Weight | put | New | 200 | $36K |
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 |