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Livermore
Livermore
ZHEN

Insight Advisors, LLC

SEC CIK
0001844880
Latest filing
Aug 5, 2026

The latest 13F from Insight Advisors, LLC covers Q2 2026 (filed Aug 5, 2026): 241 long positions worth $567.3M. The top 10 holdings make up 56.6% of the portfolio, and the largest is Ea Series Trust at 16.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
15
Est. +$5.28M
Added
75
Est. +$8.63M
Reduced
131
Est. −$17.4M
Sold out
17
Est. −$7.32M

Top 5 holdings

Share of this quarter's portfolio value

  1. Ea Series Trust02072Q416
    16.7%$94.5M
  2. Ea Series Trust02072L516
    13.7%$77.4M
  3. Ea Series Trust02072L565
    6.7%$38.0M
  4. SPYSPDR S&P 500 ETF Trust
    4.4%$25.1MHistory
  5. NVDANVIDIA Corp
    4.1%$23.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Ea Series Trust02072Q416
    +$2.32MAdded
  2. DOWDow Inc.
    +$1.17MNewHistory
  3. ETF Opportunities Trust26923Q747
    +$934.2KAdded
  4. MUMicron Technology Inc
    +$664.9KAddedHistory
  5. GLWCorning Inc
    +$539.7KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.46 pp0.2% → 0.6%History
  2. Invesco QQQ Trust Series I46090E103
    +0.23 pp1.3% → 1.5%
  3. DOWDow Inc.
    +0.21 pp0.0% → 0.2%History
  4. Vanguard Information Technology ETF92204A702
    +0.19 pp0.7% → 0.9%
  5. Defiance Quantum ETF26922A420
    +0.15 pp0.2% → 0.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Ea Series Trust02072L516
    −$3.93MReduced
  2. J P Morgan Exchange Traded F46641Q654
    −$1.65MSold out
  3. Ea Series Trust02072L565
    −$1.50MReduced
  4. AVGOBroadcom Inc.
    −$1.50MReducedHistory
  5. YELPYelp Inc
    −$1.39MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Ea Series Trust02072L516
    −1.90 pp15.6% → 13.7%
  2. Ea Series Trust02072L565
    −0.77 pp7.5% → 6.7%
  3. J P Morgan Exchange Traded F46641Q654
    −0.31 pp0.3% → 0.0%
  4. YELPYelp Inc
    −0.27 pp0.3% → 0.0%History
  5. First Tr Exchange-Traded FD33733E856
    −0.20 pp0.8% → 0.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$567.3M
+$41.8M (+8.0%) vs. prior quarter
Positions
241
−2 vs. prior quarter
Top 10 concentration
56.6%
Top 10 as share of value
Turnover
2.5%
Q2 2026, one quarter
Average holding period
15.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $660.0M (Q4 2025)

Q1 2021: $315.9MQ2 2021: $318.8MQ3 2021: $334.8MQ4 2021: $339.1MQ1 2022: $333.7MQ2 2022: $294.8MQ3 2022: $254.5MQ4 2022: $285.8MQ1 2023: $424.4MQ2 2023: $447.7MQ3 2023: $436.6MQ4 2023: $472.9MQ1 2024: $515.1MQ2 2024: $547.3MQ3 2024: $574.3MQ4 2024: $583.8MQ1 2025: $570.8MQ2 2025: $620.3MQ3 2025: $652.8MQ4 2025: $660.0MQ1 2026: $525.5MQ2 2026: $567.3M
Q1 2021Q2 2026
13F filings of Insight Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026241$567.3MEa Series TrustEa Series TrustEa Series Trustvs. Q1 2026SEC
Q1 2026May 12, 2026243$525.5MEa Series TrustEa Series TrustEa Series Trustvs. Q4 2025SEC
Q4 2025Feb 11, 2026282$660.0MEa Series TrustEa Series TrustEa Series Trustvs. Q3 2025SEC
Q3 2025Nov 10, 2025284$652.8MEa Series TrustEa Series TrustNVDAvs. Q2 2025SEC
Q2 2025Jul 30, 2025280$620.3MEa Series TrustEa Series TrustNVDAvs. Q1 2025SEC
Q1 2025Apr 11, 2025275$570.8MEa Series TrustEa Series TrustAAPLvs. Q4 2024SEC
Q4 2024Jan 27, 2025283$583.8MEa Series TrustEa Series TrustAAPLvs. Q3 2024SEC
Q3 2024Oct 15, 2024293$574.3MEa Series TrustEa Series TrustAAPLvs. Q2 2024SEC
Q2 2024Jul 15, 2024285$547.3MEa Series TrustEa Series TrustNVDAvs. Q1 2024SEC
Q1 2024May 6, 2024295$515.1MEa Series TrustEa Series TrustAAPLvs. Q4 2023SEC
Q4 2023Jan 23, 2024284$472.9MEa Series TrustEa Series TrustAAPLvs. Q3 2023SEC
Q3 2023Nov 7, 2023275$436.6MEa Series TrustEa Series TrustAAPLvs. Q2 2023SEC
Q2 2023Aug 7, 2023284$447.7MEa Series TrustEa Series TrustAAPLvs. Q1 2023SEC
Q1 2023May 3, 2023298$424.4MEa Series TrustEa Series TrustAAPLvs. Q4 2022SEC
Q4 2022Feb 21, 2023314$285.8MEa Series TrustAAPLVanguard Dividend Appreciation ETFvs. Q3 2022SEC
Q3 2022Dec 12, 2022283$254.5MAAPLAMZNTSLAvs. Q2 2022SEC
Q2 2022Aug 11, 2022300$294.8MAAPLAMZNTSLAvs. Q1 2022SEC
Q1 2022Jun 2, 2022Amended316$333.7MAAPLAMZNNVDAvs. Q4 2021SEC
Q4 2021Feb 9, 2022313$339.1MAAPLAMZNNVDAvs. Q3 2021SEC
Q3 2021Nov 12, 2021313$334.8MAAPLAMZNNVDAvs. Q2 2021SEC
Q2 2021Aug 12, 2021309$318.8MAAPLAMZNPYPLvs. Q1 2021SEC
Q1 2021May 17, 2021328$315.9MAAPLAMZNPYPL–SEC