Insight Advisors, LLC/ PA

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Insight Advisors, LLC/ PA reported 242 stock positions worth $525.5 million. Its top holding was Arin Tactical Tail Risk ETF (ATTR) at 17.0% of the portfolio, followed by Alpha Architect Tail Risk (CAOS, 15.6%) and Alpha Architect 1-3 MNTH Box (BOXX, 7.5%). Compared with Q4 2025, it opened 13 new positions, sold out of 53, added to 100 and reduced 114. The biggest buy was Arin Tactical Tail Risk ETF (ATTR, shares +4%) and the biggest sale Wisdomtree US Quality Growth (QGRW, shares −97%).

Most Recent 13F
Q2 2026
Location
Newtown, PA
CIK
0001844880
Portfolio Value
$525.5M (Q1 2026)
SEC Filing
0001172661-26-001665 ↗ filed May 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $515.1M Q1 2024 Q2 2024: $547.3M Q2 2024 Q3 2024: $574.3M Q3 2024 Q4 2024: $583.8M Q4 2024 Q1 2025: $570.8M Q1 2025 Q2 2025: $620.3M Q2 2025 Q3 2025: $652.8M Q3 2025 Q4 2025: $660.0M Q4 2025 Q1 2026: $525.5M $525.5M Q1 2026 Q2 2026: $567.3M Q2 2026

Holdings 242 stocks · $525.5M

ATTR Arin Tactical Tail Risk ETF 16.95% 980,142 $89.1M Add +3.6%
CAOS Alpha Architect Tail Risk 15.55% 900,432 $81.7M Reduce -2.6%
BOXX Alpha Architect 1-3 MNTH Box 7.47% 337,673 $39.3M Add +6.3%
SPY SS SPDR S&P 500 ETF Trust-US 4.18% 33,739 $21.9M Reduce -1.1%
NVDA Nvidia Corp. 4.10% 123,437 $21.5M Reduce -3.9%
AAPL Apple Inc. 3.68% 76,241 $19.3M Reduce -6.8%
AVGO Broadcom Inc. 2.02% 34,238 $10.6M Reduce -1.4%
AMZN Amazon.com Inc. 1.73% 43,563 $9.1M Reduce -6.5%
GOOGL Alphabet Inc. Class A 1.42% 25,959 $7.5M Add +1.8%
QQQ Invesco QQQ Trust Series 1 1.26% 11,509 $6.6M Reduce -8.0%
VOO Vanguard S&P 500 ETF 1.26% 11,106 $6.6M Add +2.5%
VUG Vanguard Mrngstar GR ETF-Sui 1.17% 14,072 $6.1M Reduce -1.8%
MSFT Microsoft Corp. 1.14% 16,201 $6.0M Reduce -8.7%
GOOG Alphabet Inc. Class C 0.82% 15,046 $4.3M Reduce -6.0%
GLD SPDR Gold Shares 0.82% 10,015 $4.3M Add +1.4%
IVV iShares Core S&P 500 ETF 0.81% 6,549 $4.3M Reduce -9.0%
IGLD FT Vest Gold Strategy Target 0.81% 167,358 $4.3M Add +3.0%
AMD Advanced Micro Devices 0.75% 19,337 $3.9M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 7,977 $3.8M Reduce -2.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.70% 18,793 $3.7M Reduce -1.4%
HYTI FT VST High YLD & Tar in ETF 0.69% 189,193 $3.6M Reduce -0.8%
VGT Vanguard Info Tech ETF 0.68% 5,116 $3.6M Add +0.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.65% 44,722 $3.4M Add +7.2%
COST Costco Wholesale Corp. 0.64% 3,366 $3.4M Add +3.6%
HECA Hedgeye Capital Allocat ETF 0.61% 110,976 $3.2M Add +283.5%
LQTI FT Vest Invst GRD TRGT I ETF 0.51% 135,888 $2.7M Add +31.0%
INTC Intel Corp. 0.48% 56,979 $2.5M Add +0.0%
JNJ Johnson & Johnson 0.46% 9,948 $2.4M Reduce -1.0%
MRK Merck & Co. Inc. 0.46% 20,086 $2.4M Reduce -1.2%
DFII FT Vest BTC Stra & TR in ETF 0.46% 181,464 $2.4M Add +35.0%
NFLX Netflix Inc. 0.45% 24,639 $2.4M Add +2.0%
SIGI Selective Insurance Group 0.43% 29,805 $2.2M No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.42% 7,351 $2.2M Reduce -0.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.40% 8,080 $2.1M Reduce -3.6%
META Meta Platforms Inc. Class A 0.37% 3,431 $2.0M Add +16.2%
WFC Wells Fargo & Co. 0.37% 24,377 $1.9M Add +0.5%
FTSM First Trust Enh Short Mat FD 0.36% 31,814 $1.9M Reduce -15.5%
TSLA Tesla Inc. 0.35% 4,965 $1.8M Reduce -12.1%
WMT Walmart Inc. 0.34% 14,568 $1.8M Add +0.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.34% 9,785 $1.8M Reduce -0.9%
SPIB SS SPDR P Int C Corp. ETF 0.33% 51,715 $1.7M Add +0.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.31% 32,443 $1.7M Reduce -78.0%
PHYS Sprott Physical Gold Trust 0.31% 45,514 $1.6M Reduce -6.9%
FSIG FT Ltd. Duration Inv Grade 0.31% 85,001 $1.6M Reduce -0.4%
PLTR Palantir Technologies Inc. Class A 0.31% 10,993 $1.6M Add +5.2%
IVW iShares S&P 500 Growth ETF 0.30% 13,744 $1.6M Reduce -0.6%
PANW Palo Alto Networks Inc. 0.30% 9,673 $1.6M Reduce -2.5%
PAVE Global X US Infrastructure 0.29% 30,081 $1.5M Add +1.4%
AGZ iShares Agency Bond ETF 0.29% 13,718 $1.5M Add +2.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.28% 16,352 $1.5M New
JPM JPMorgan Chase & Co. 0.28% 4,935 $1.5M Reduce -0.2%
LLY Eli Lilly & Co. 0.27% 1,525 $1.4M Add +0.1%
YELP Yelp Inc. 0.27% 56,300 $1.4M New
ONEO SS SPDR R1000 Mom Foc ETF 0.26% 10,296 $1.4M Reduce -0.2%
XOM Exxon Mobil Corp. 0.26% 8,058 $1.4M Reduce -14.7%
SPTM SS SPDR P S&P 1500 Comp ETF 0.25% 16,711 $1.3M Add +0.9%
BX Blackstone Inc. 0.25% 11,465 $1.3M Reduce -22.8%
DGRO iShares Core Dividend Growth 0.25% 18,364 $1.3M Reduce -26.3%
RSP Invesco S&P 500 Equal Weight 0.24% 6,693 $1.3M Add +1.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.24% 5,756 $1.3M Reduce -1.1%
FALN iShares Fallen Angels ETF 0.23% 46,210 $1.2M Add +2.2%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.23% 27,113 $1.2M Reduce -4.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.23% 3,324 $1.2M Add +0.7%
PG The Procter & Gamble Co. 0.23% 8,261 $1.2M Add +1.6%
IBND SS SPDR BB Intl Corp. BD ETF 0.23% 38,210 $1.2M Add +3.3%
SMLV SS SPDR US SC Low Vol Idx 0.23% 8,645 $1.2M Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 0.22% 15,303 $1.1M Add +15.4%
IWF iShares Russell 1000 Growth 0.21% 2,642 $1.1M Add +0.0%
QTUM Defiance Quantum ETF 0.21% 10,341 $1.1M Add +2.5%
IWM iShares Russell 2000 ETF 0.21% 4,455 $1.1M Add +9.6%
RTX RTX Corp. 0.21% 5,724 $1.1M Reduce -1.4%
SPTI SS SPDR P Int Term TSY ETF 0.21% 38,051 $1.1M Add +2.3%
RDVI FT Vest Rising Dividend Achi 0.21% 42,579 $1.1M Add +1.0%
VIG Vanguard Dividend Apprec ETF 0.21% 5,041 $1.1M Reduce -34.4%
HD Home Depot Inc. 0.20% 3,267 $1.1M Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.20% 21,873 $1.1M Add +0.2%
BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F 0.20% 14,497 $1.1M Add +0.2%
HGRO Hedgeye Quality Growth ETF 0.20% 37,754 $1.1M Add +32.1%
AGGY Wisdomtree Yield Enhanced US 0.19% 23,508 $1.0M Reduce -88.5%
SMH Vaneck Semiconductor ETF 0.18% 2,459 $943K Add +3.4%
SLV iShares Silver Trust 0.18% 13,716 $935K Reduce -19.0%
AXP American Express Co. 0.18% 3,083 $933K Reduce -44.9%
CEG Constellation Energy 0.18% 3,304 $923K Add +0.1%
IJR iShares Core S&P Small-Cap E 0.18% 7,409 $921K Reduce -6.4%
CAT Caterpillar Inc. 0.17% 1,291 $914K Reduce -1.4%
SCHD Schwab US DVD Equity ETF 0.17% 29,467 $904K Reduce -85.9%
AOA iShares Core 80/20 Aggressiv 0.16% 9,589 $849K Add +0.1%
MU Micron Technology Inc. 0.16% 2,489 $841K Add +0.2%
FV First Trust DW Focus 5 Fund 0.16% 13,868 $838K Reduce -0.0%
PEG Public Service Enterprise GP 0.16% 10,193 $825K Reduce -40.1%
FBND Fidelity Total Bond ETF 0.16% 17,988 $821K Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.16% 2,548 $817K Add +15.3%
SHAG Wsdmtree YLD En US St Agg 0.15% 17,097 $813K Add +2.6%
PCAR Paccar Inc. 0.15% 6,864 $793K Reduce -1.3%
PDBC Invesco Optimum Yield Divers 0.14% 43,444 $752K Reduce -3.2%
XLE SS Energy Select Sector 0.14% 12,272 $752K Reduce -1.5%
SPLB SS SPDR P Long Term C ETF 0.14% 33,597 $747K Add +6.7%
IJH iShares Core S&P Midcap ETF 0.14% 10,807 $730K Reduce -83.1%
LMT Lockheed Martin Corp. 0.14% 1,199 $725K Add +0.3%
DE Deere & Co. 0.14% 1,274 $718K Reduce -1.5%

Show all 242 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $153 (not counted above)
SecurityClassShares / PrincipalValueChange
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 21,850$153No change

Total filed on the 13F, all lines: $525.5M.

Portfolio Sells Q4 2025 → Q1 2026

QGRW Wisdomtree US Quality Growth Reduce -97.1% 0.08% −2.36
DGRW Wisdomtree U.S. Quality Divi Reduce -95.6% 0.13% −2.24
DDWM Wisdomtree DY Inter Eq FD-US Sold out 0.00% −1.23
WTV Wisdomtree U.S. Value Fund Sold out 0.00% −1.22
AGGY Wisdomtree Yield Enhanced US Reduce -88.5% 0.19% −1.17
SPDW Ste STR SPDR PT DW Eu ETF Reduce -91.0% 0.12% −0.90
JMST JPM Ultra-Short Muni Income Reduce -78.0% 0.31% −0.82
SCHD Schwab US DVD Equity ETF Reduce -85.9% 0.17% −0.70
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.69
MTGP Wisdomtree Mtge Plus Bond Sold out 0.00% −0.66
LCOW Pacer SP 500 Q FCF Arstcrts Sold out 0.00% −0.62
XSOE Wisdmtree Emerg MKT Ex-St Ow Sold out 0.00% −0.59
IJH iShares Core S&P Midcap ETF Reduce -83.1% 0.14% −0.50
GCOW Pacer Global Cash Cows Divid Sold out 0.00% −0.47
ICOW Pacer Developed Markets Inte Sold out 0.00% −0.46
EES Wisdomtree US Smallcap Fund Reduce -90.5% 0.06% −0.41
TLH iShares 10-20 Year Treasury Sold out 0.00% −0.41
EPI Wisdomtree India Earnings Sold out 0.00% −0.31
QHY Wisdomtree US High Yield Cor Reduce -73.8% 0.10% −0.22
IVE iShares S&P 500 Value ETF Reduce -69.4% 0.12% −0.20
VOOG Vanguard S&P 500 Growth ETF Sold out 0.00% −0.17
ECOW Pacer Emerging Markets Cash Sold out 0.00% −0.16
MSFT Microsoft Corp. Reduce -8.7% 1.14% −0.16
IBM Intl Business Machines Corp. Reduce -67.0% 0.08% −0.16
AXP American Express Co. Reduce -44.9% 0.18% −0.14
WTAI Wisdomtree AI and Innovation Sold out 0.00% −0.13
F Ford Motor Co. Sold out 0.00% −0.12
COWZ Pacer US Cash Cows 100 ETF Sold out 0.00% −0.12
BX Blackstone Inc. Reduce -22.8% 0.25% −0.10
HEDJ Wisdomtree Europe Hedged Equ Sold out 0.00% −0.10
BLOK Amplify Blockchain Tech ETF Sold out 0.00% −0.10
BUG Global X Cybersecurity ETF Sold out 0.00% −0.08
CLOU Global X Cloud Computing ETF Sold out 0.00% −0.08
PYPL PayPal Holdings Inc. Sold out 0.00% −0.07
WDEF WT Europe Defensed FD Sold out 0.00% −0.06
CL Colgate-Palmolive Co. Sold out 0.00% −0.06
HSY The Hershey Co. Sold out 0.00% −0.06
DTD Wisdomtree US Total Dividend Sold out 0.00% −0.05
VYMI Vanguard Int High DVD YLD Inc. Sold out 0.00% −0.05
PEG Public Service Enterprise GP Reduce -40.1% 0.16% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -34.4% 0.21% −0.05
ELD Wisdomtree Emrg MKTS Debt Sold out 0.00% −0.05
DPZ Domino's Pizza Inc. Sold out 0.00% −0.05
AMP Ameriprise Financial Inc. Reduce -55.9% 0.05% −0.05
TTEQ T Rowe Price Technology ETF Sold out 0.00% −0.05
AGNG GLB X Aging Population ETF Sold out 0.00% −0.05
DLN Wisdomtree US Largecap Divid Sold out 0.00% −0.05
USFR Wisdomtree Floating Rate Tre Sold out 0.00% −0.04
KMB Kimberly-Clark Corp. Sold out 0.00% −0.04
AEP American Electric Power Sold out 0.00% −0.04

Portfolio Buys Q4 2025 → Q1 2026

ATTR Arin Tactical Tail Risk ETF Add +3.6% 16.95% +3.99
BOXX Alpha Architect 1-3 MNTH Box Add +6.3% 7.47% +1.93
HECA Hedgeye Capital Allocat ETF Add +283.5% 0.61% +0.49
TROW T Rowe Price Group Inc. New 0.28% +0.28
YELP Yelp Inc. New 0.27% +0.27
VOO Vanguard S&P 500 ETF Add +2.5% 1.26% +0.23
GLD SPDR Gold Shares Add +1.4% 0.82% +0.23
COST Costco Wholesale Corp. Add +3.6% 0.64% +0.21
GOOGL Alphabet Inc. Class A Add +1.8% 1.42% +0.21
IGLD FT Vest Gold Strategy Target Add +3.0% 0.81% +0.20
LQTI FT Vest Invst GRD TRGT I ETF Add +31.0% 0.51% +0.19
INTC Intel Corp. Add +0.0% 0.48% +0.16
SPYM Ste STR SPDR PT S&P 500 ETF Add +7.2% 0.65% +0.14
AMD Advanced Micro Devices Add +0.5% 0.75% +0.12
NFLX Netflix Inc. Add +2.0% 0.45% +0.11
AIRR First Trust Rba American Ind New 0.10% +0.10
WMT Walmart Inc. Add +0.4% 0.34% +0.10
VGT Vanguard Info Tech ETF Add +0.3% 0.68% +0.10
DFII FT Vest BTC Stra & TR in ETF Add +35.0% 0.46% +0.10
JEDI Defiance Drone & Mod War ETF New 0.09% +0.09
ELM Elm Market Navigator ETF New 0.08% +0.08
META Meta Platforms Inc. Class A Add +16.2% 0.37% +0.08
HGRO Hedgeye Quality Growth ETF Add +32.1% 0.20% +0.08
PAVE Global X US Infrastructure Add +1.4% 0.29% +0.08
VEU Vanguard Ftse All-World Ex-U Add +15.4% 0.22% +0.07
SPIB SS SPDR P Int C Corp. ETF Add +0.8% 0.33% +0.07
AGZ iShares Agency Bond ETF Add +2.0% 0.29% +0.06
IWM iShares Russell 2000 ETF Add +9.6% 0.21% +0.06
RSP Invesco S&P 500 Equal Weight Add +1.5% 0.24% +0.05
MU Micron Technology Inc. Add +0.2% 0.16% +0.05
PG The Procter & Gamble Co. Add +1.6% 0.23% +0.05
LMT Lockheed Martin Corp. Add +0.3% 0.14% +0.05
EFA iShares MSCI Eafe ETF Add +42.4% 0.11% +0.05
SMH Vaneck Semiconductor ETF Add +3.4% 0.18% +0.05
AMAT Applied Materials Inc. New 0.05% +0.05
FALN iShares Fallen Angels ETF Add +2.2% 0.23% +0.05
VRT Vertiv Holdings Co. Class A New 0.05% +0.05
IBND SS SPDR BB Intl Corp. BD ETF Add +3.3% 0.23% +0.05
SPTI SS SPDR P Int Term TSY ETF Add +2.3% 0.21% +0.04
ALB Albemarle Corp. Add +11.4% 0.10% +0.04
BND Vanguard Total Bond Market Add +46.3% 0.10% +0.04
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.9% 0.25% +0.04
QTUM Defiance Quantum ETF Add +2.5% 0.21% +0.04
VTI VG Morningstar TS MKT ETF-US Add +15.3% 0.16% +0.04
BBIN JPM Betabuilders Intl Eqty Add +0.2% 0.20% +0.04
PFE Pfizer Inc. New 0.04% +0.04
LHX L3HARRIS Technologies Inc. New 0.04% +0.04
NBIS Nebius Group NV New 0.04% +0.04
RDVI FT Vest Rising Dividend Achi Add +1.0% 0.21% +0.04
TSM Taiwan Semiconductor-SP ADR Add +6.9% 0.12% +0.04

Options Activity Q4 2025 → Q1 2026

BAC Bank of America Corp. put Sold out 13,600 $748Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 241$567.3MATTR, CAOS, BOXX, SPY, NVDA
Q1 2026 242$525.5MATTR, CAOS, BOXX, SPY, NVDA
Q4 2025 282$660.0MATTR, CAOS, BOXX, NVDA, SPY
Q3 2025 284$652.8MCAOS, BOXX, NVDA, SPY, AAPL
Q2 2025 280$620.3MCAOS, BOXX, NVDA, SPY, AAPL
Q1 2025 275$570.8MCAOS, BOXX, AAPL, NVDA, SPY
Q4 2024 283$583.8MCAOS, BOXX, AAPL, NVDA, SPY
Q3 2024 293$574.3MCAOS, BOXX, AAPL, NVDA, SPY
Q2 2024 285$547.3MCAOS, BOXX, NVDA, AAPL, SPY
Q1 2024 295$515.1MCAOS, BOXX, AAPL, NVDA, AMZN