Insight Advisors, LLC/ PA
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Insight Advisors, LLC/ PA reported 284 stock positions worth $652.8 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 26.3% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 5.5%) and Nvidia (NVDA, 3.8%). Compared with Q2 2025, it opened 12 new positions, sold out of 8, added to 112 and reduced 128. The biggest buy was FT VST High YLD & Tar in ETF (HYTI, shares +402%) and the biggest sale Alpha Architect Tail Risk (CAOS, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $652.8M (Q3 2025)
- SEC Filing
- 0001172661-25-004670 ↗ filed Nov 10, 2025
Holdings Value
Holdings 284 stocks · $652.8M
| CAOS Alpha Architect Tail Risk | 26.31% | 1,918,587 | $171.8M | Reduce -2.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 5.53% | 316,722 | $36.1M | Reduce -3.3% |
| NVDA Nvidia Corp. | 3.80% | 133,078 | $24.8M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.47% | 33,959 | $22.6M | Add +1.8% |
| AAPL Apple Inc. | 3.26% | 83,485 | $21.3M | Reduce -3.8% |
| QGRW Wisdomtree US Quality Growth | 2.42% | 275,472 | $15.8M | Reduce -0.0% |
| DGRW Wisdomtree U.S. Quality Divi | 2.41% | 177,183 | $15.8M | Add +0.7% |
| AVGO Broadcom Inc. | 1.76% | 34,766 | $11.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.58% | 47,082 | $10.3M | Add +0.0% |
| MSFT Microsoft Corp. | 1.41% | 17,754 | $9.2M | Reduce -0.3% |
| AGGY Wisdomtree Yield Enhanced US | 1.35% | 198,987 | $8.8M | Add +0.4% |
| WTV Wisdomtree U.S. Value Fund | 1.16% | 83,381 | $7.6M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.11% | 12,042 | $7.2M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.05% | 14,346 | $6.9M | Reduce -0.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.05% | 134,620 | $6.9M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 1.01% | 10,740 | $6.6M | Reduce -1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.98% | 149,428 | $6.4M | Reduce 0.0% |
| GOOGL Alphabet Inc. Class A | 0.96% | 25,844 | $6.3M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 212,147 | $5.8M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.75% | 7,284 | $4.9M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 0.73% | 93,578 | $4.7M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.70% | 18,886 | $4.6M | Reduce -0.5% |
| DXJ Wisdomtree Japan Hedged Eq | 0.67% | 34,307 | $4.4M | Add +0.4% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.67% | 86,321 | $4.4M | Add +0.8% |
| MTGP Wisdomtree Mtge Plus Bond | 0.66% | 96,284 | $4.3M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 8,199 | $4.1M | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.59% | 5,166 | $3.9M | Add +0.7% |
| LCOW Pacer SP 500 Q FCF Arstcrts | 0.59% | 165,799 | $3.9M | Add +4.7% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.58% | 100,338 | $3.8M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 19,070 | $3.6M | Reduce -0.5% |
| IGLD FT Vest Gold Strategy Target | 0.54% | 148,201 | $3.5M | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 51,198 | $3.3M | Add +0.1% |
| NFLX Netflix Inc. | 0.50% | 2,706 | $3.2M | Reduce -0.6% |
| HYTI FT VST High YLD & Tar in ETF | 0.49% | 158,709 | $3.2M | Add +401.9% |
| COST Costco Wholesale Corp. | 0.48% | 3,380 | $3.1M | Add +1.2% |
| GLD SPDR Gold Shares | 0.48% | 8,745 | $3.1M | Add +1.1% |
| AMD Advanced Micro Devices | 0.48% | 19,173 | $3.1M | Add +5.1% |
| TLH iShares 10-20 Year Treasury | 0.45% | 28,777 | $3.0M | Add +0.9% |
| ICOW Pacer Developed Markets Inte | 0.44% | 78,922 | $2.9M | Add +0.2% |
| DFII FT Vest BTC Stra & TR in ETF | 0.44% | 118,200 | $2.8M | Add +163.9% |
| GCOW Pacer Global Cash Cows Divid | 0.44% | 71,779 | $2.8M | Add +4.6% |
| FTSM First Trust Enh Short Mat FD | 0.41% | 44,983 | $2.7M | Reduce -43.7% |
| TSLA Tesla Inc. | 0.40% | 5,909 | $2.6M | Reduce -9.4% |
| BX Blackstone Inc. | 0.38% | 14,608 | $2.5M | Reduce -0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.38% | 8,481 | $2.5M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.37% | 31,170 | $2.4M | Add +30.8% |
| SIGI Selective Insurance Group | 0.37% | 29,805 | $2.4M | No change |
| EES Wisdomtree US Smallcap Fund | 0.34% | 40,241 | $2.2M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.34% | 3,052 | $2.2M | Add +3.5% |
| IVE iShares S&P 500 Value ETF | 0.34% | 10,761 | $2.2M | Reduce -0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 7,380 | $2.2M | Reduce -1.0% |
| FSIG FT Ltd. Duration Inv Grade | 0.31% | 105,361 | $2.0M | Reduce -24.1% |
| PANW Palo Alto Networks Inc. | 0.31% | 9,931 | $2.0M | Add +1.0% |
| WFC Wells Fargo & Co. | 0.31% | 24,111 | $2.0M | Add +0.1% |
| JNJ Johnson & Johnson | 0.30% | 10,625 | $2.0M | Reduce -4.3% |
| INTC Intel Corp. | 0.30% | 58,521 | $2.0M | Add +0.5% |
| EPI Wisdomtree India Earnings | 0.30% | 43,663 | $1.9M | Add +0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 10,539 | $1.9M | Add +4.4% |
| QHY Wisdomtree US High Yield Cor | 0.29% | 41,224 | $1.9M | Add +2.0% |
| AXP American Express Co. | 0.29% | 5,708 | $1.9M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.28% | 21,660 | $1.8M | Reduce -5.8% |
| DGRO iShares Core Dividend Growth | 0.27% | 26,184 | $1.8M | Add +1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 9,985 | $1.7M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 8,051 | $1.7M | Reduce -0.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.26% | 49,682 | $1.7M | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 13,931 | $1.7M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 0.24% | 4,924 | $1.6M | Reduce -1.5% |
| WMT Walmart Inc. | 0.24% | 14,953 | $1.5M | Reduce -10.3% |
| PHYS Sprott Physical Gold Trust | 0.23% | 50,924 | $1.5M | Reduce -5.6% |
| AGZ iShares Agency Bond ETF | 0.23% | 13,405 | $1.5M | Add +3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 5,212 | $1.5M | Reduce -2.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.22% | 3,595 | $1.4M | Reduce -0.1% |
| PEG Public Service Enterprise GP | 0.22% | 17,011 | $1.4M | No change |
| PAVE Global X US Infrastructure | 0.22% | 29,457 | $1.4M | Add +2.5% |
| HD Home Depot Inc. | 0.21% | 3,424 | $1.4M | Reduce -0.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 16,670 | $1.3M | Reduce -2.7% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.20% | 10,324 | $1.3M | Reduce -0.4% |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.20% | 63,112 | $1.3M | Add +144.4% |
| PG The Procter & Gamble Co. | 0.20% | 8,335 | $1.3M | Reduce -5.8% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 6,586 | $1.3M | Add +1.4% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,638 | $1.2M | Reduce -2.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.19% | 38,246 | $1.2M | Reduce -2.4% |
| FALN iShares Fallen Angels ETF | 0.19% | 44,432 | $1.2M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 5,836 | $1.2M | Reduce -0.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.19% | 27,591 | $1.2M | Add +5.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.18% | 2,690 | $1.2M | Reduce -0.0% |
| RDVI FT Vest Rising Dividend Achi | 0.18% | 44,480 | $1.2M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.17% | 1,493 | $1.1M | Add +21.0% |
| XOM Exxon Mobil Corp. | 0.17% | 9,975 | $1.1M | Add +11.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 21,755 | $1.1M | Add +0.2% |
| SMLV SS SPDR US SC Low Vol Idx | 0.17% | 8,550 | $1.1M | Add +0.8% |
| QTUM Defiance Quantum ETF | 0.17% | 10,392 | $1.1M | Add +12.8% |
| CEG Constellation Energy | 0.16% | 3,255 | $1.1M | Add +2.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.16% | 37,063 | $1.1M | Reduce -1.1% |
| CWH Camping World Holdings Inc. Class A | 0.16% | 66,804 | $1.1M | Reduce -4.4% |
| IBIT iShares Bitcoin Trust ETF | 0.16% | 15,879 | $1.0M | Add +12.9% |
| ECOW Pacer Emerging Markets Cash | 0.16% | 41,766 | $1.0M | Add +4.6% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 14,546 | $1.0M | Reduce -1.3% |
| RTX RTX Corp. | 0.14% | 5,597 | $937K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 13,110 | $936K | Reduce -0.0% |
Options reported separately and not counted above: BAC puts ($702K), CLOU puts ($498K), AMGN puts ($367K), MRK puts ($109K), AAPL puts ($102K).
Portfolio Sells Q2 2025 → Q3 2025
| CAOS Alpha Architect Tail Risk | Reduce -2.0% | 26.31% | −1.72 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -3.3% | 5.53% | −0.42 |
| FTSM First Trust Enh Short Mat FD | Reduce -43.7% | 0.41% | −0.36 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -24.1% | 0.31% | −0.12 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.50% | −0.09 |
| CLOU Global X Cloud Computing ETF | Sold out | 0.00% | −0.08 |
| PINK Simplify Health Care ETF | Sold out | 0.00% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.9% | 0.73% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.04 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| PCT Purecycle Technologies Inc. | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -33.2% | 0.06% | −0.03 |
| CWH Camping World Holdings Inc. Class A | Reduce -4.4% | 0.16% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -5.8% | 0.20% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -2.0% | 0.23% | −0.03 |
| WMT Walmart Inc. | Reduce -10.3% | 0.24% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -15.8% | 0.13% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Reduce -33.5% | 0.03% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.0% | 0.04% | −0.02 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.41% | −0.02 |
| IBND SS SPDR BB Intl Corp. BD ETF | Reduce -2.4% | 0.19% | −0.02 |
| ACN Accenture PLC Class A | Reduce -3.9% | 0.05% | −0.02 |
| DE Deere & Co. | Reduce -0.1% | 0.09% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.28% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -0.6% | 0.10% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -2.7% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -27.5% | 0.04% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -0.3% | 0.08% | −0.01 |
| ARKK ARK Innovation ETF | Reduce -34.8% | 0.04% | −0.01 |
| FTCS First Trust Capital Strength | Reduce -23.0% | 0.04% | −0.01 |
| LRCX Lam Research Corp. | Reduce -42.1% | 0.04% | −0.01 |
| BUG Global X Cybersecurity ETF | Reduce -0.6% | 0.09% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.7% | 0.26% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -15.9% | 0.04% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -1.1% | 0.16% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -20.1% | 0.03% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -16.5% | 0.06% | −0.01 |
| CRM Salesforce Inc. | Reduce -5.2% | 0.03% | −0.01 |
| ENVX Enovix Corp. | Reduce -2.7% | 0.06% | −0.01 |
| NOW ServiceNow Inc. | Reduce -1.5% | 0.04% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.5% | 0.05% | −0.01 |
| PFIG Invesco Fundamental Investme | Reduce -1.9% | 0.11% | −0.01 |
| BIZD Vaneck BDC Income ETF | Reduce -7.1% | 0.03% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -9.6% | 0.10% | −0.01 |
| CI The Cigna Group | Reduce -0.1% | 0.03% | −0.01 |
| PLBY Playboy Inc. | Sold out | 0.00% | −0.01 |
| COR Cencora Inc. | Reduce -10.7% | 0.04% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.12% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| HYTI FT VST High YLD & Tar in ETF | Add +401.9% | 0.49% | +0.38 |
| DFII FT Vest BTC Stra & TR in ETF | Add +163.9% | 0.44% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.96% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.8% | 3.47% | +0.15 |
| LQTI FT Vest Invst GRD TRGT I ETF | Add +144.4% | 0.20% | +0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +30.8% | 0.37% | +0.10 |
| INTC Intel Corp. | Add +0.5% | 0.30% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +4.4% | 0.29% | +0.07 |
| AMD Advanced Micro Devices | Add +5.1% | 0.48% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | Add +1.1% | 0.48% | +0.05 |
| IGLD FT Vest Gold Strategy Target | Add +4.6% | 0.54% | +0.05 |
| ETHA iShares Ethereum Trust ETF | New | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +0.7% | 0.59% | +0.04 |
| GLXY Galaxy Digital Inc. Class A | New | 0.04% | +0.04 |
| DXJ Wisdomtree Japan Hedged Eq | Add +0.4% | 0.67% | +0.04 |
| NEM Newmont Corp. | New | 0.04% | +0.04 |
| HGRO Hedgeye Quality Growth ETF | New | 0.04% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.7% | 2.41% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.04% | +0.04 |
| OKLO Oklo Inc. | New | 0.04% | +0.04 |
| NBIS Nebius Group NV | New | 0.04% | +0.04 |
| LCOW Pacer SP 500 Q FCF Arstcrts | Add +4.7% | 0.59% | +0.04 |
| PFE Pfizer Inc. | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | New | 0.03% | +0.03 |
| MCK McKesson Corp. | New | 0.03% | +0.03 |
| MLI Mueller Industries Inc. | New | 0.03% | +0.03 |
| QTUM Defiance Quantum ETF | Add +12.8% | 0.17% | +0.03 |
| ORCL Oracle Corp. | Add +3.8% | 0.13% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +19.7% | 0.13% | +0.03 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +0.2% | 0.58% | +0.03 |
| SLV iShares Silver Trust | Add +1.9% | 0.12% | +0.02 |
| LLY Eli Lilly & Co. | Add +21.0% | 0.17% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +12.9% | 0.16% | +0.02 |
| XLE SS Energy Select Sector | Add +17.4% | 0.13% | +0.02 |
| XOM Exxon Mobil Corp. | Add +11.8% | 0.17% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +4.0% | 0.12% | +0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.11% | +0.02 |
| GCOW Pacer Global Cash Cows Divid | Add +4.6% | 0.44% | +0.02 |
| EES Wisdomtree US Smallcap Fund | Add +0.3% | 0.34% | +0.01 |
| RH RH | Add +30.0% | 0.06% | +0.01 |
| ECOW Pacer Emerging Markets Cash | Add +4.6% | 0.16% | +0.01 |
| PAVE Global X US Infrastructure | Add +2.5% | 0.22% | +0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Add +10.8% | 0.09% | +0.01 |
| XLK SS Technology Select Sector | Add +7.3% | 0.10% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.14% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.2% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.7% | 0.11% | +0.01 |
| NKE Nike Inc. Class B | Add +28.1% | 0.07% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +29.7% | 0.05% | +0.01 |
Options Activity Q2 2025 → Q3 2025
| CLOU Global X Cloud Computing ETF | put | New | 21,408 | $498K |
| RTX RTX Corp. | put | Sold out | 2,400 | $350Kbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 1,900 | $300Kbefore exit |
| AAPL Apple Inc. | put | Reduce -94.7% | 400 | $102K |
| BX Blackstone Inc. | put | Sold out | 600 | $90Kbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 100 | $50Kbefore exit |
| RSP Invesco S&P 500 Equal Weight | put | Sold out | 200 | $36Kbefore exit |
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 |