Insight Advisors, LLC
- SEC CIK
- 0001844880
- Latest filing
- Aug 5, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 280
- +5 vs. Q1 2025
- Portfolio value
- $620.3M
- +$49.5M (+8.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L516 | ALPHA ARCHITECT | 1,957,013 | $173.9M | 28.0% | +13,028+0.7% | Added | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 327,386 | $36.9M | 5.9% | +63,821+24.2% | Added | – |
| NVDANVIDIA Corp | Stock | 134,479 | $21.2M | 3.4% | −29,395−17.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,346 | $20.6M | 3.3% | +2,528+8.2% | Added | History |
| AAPLApple Inc. | Stock | 86,734 | $17.8M | 2.9% | −7,489−7.9% | Reduced | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 175,923 | $14.7M | 2.4% | +40,878+30.3% | Added | – |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 275,552 | $14.5M | 2.3% | +44,097+19.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 47,078 | $10.3M | 1.7% | −1,639−3.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 34,842 | $9.60M | 1.5% | +481+1.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 17,798 | $8.85M | 1.4% | −966−5.1% | Reduced | History |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 198,118 | $8.64M | 1.4% | −9,490−4.6% | Reduced | – |
| WisdomTree Tr97717W547 | US VALUE FD | 83,036 | $7.17M | 1.2% | +39,567+91.0% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 132,843 | $6.76M | 1.1% | +18,531+16.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,141 | $6.70M | 1.1% | −50−0.4% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,402 | $6.31M | 1.0% | −175−1.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,861 | $6.17M | 1.0% | +651+6.4% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 149,435 | $6.05M | 1.0% | −27,173−15.4% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 209,795 | $5.56M | 0.9% | +15,598+8.0% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 96,382 | $4.88M | 0.8% | +19,516+25.4% | Added | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 79,863 | $4.78M | 0.8% | −8,210−9.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 25,788 | $4.54M | 0.7% | +856+3.4% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,308 | $4.54M | 0.7% | −19−0.3% | Reduced | – |
| WisdomTree Tr97717Y725 | MORTGAGE PLUS BD | 95,869 | $4.26M | 0.7% | +6,137+6.8% | Added | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 85,637 | $4.12M | 0.7% | +85,637 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,186 | $3.98M | 0.6% | −38−0.5% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 34,166 | $3.90M | 0.6% | +12,872+60.4% | Added | – |
| NFLXNetflix Inc | Stock | 2,723 | $3.65M | 0.6% | +143+5.5% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 100,150 | $3.45M | 0.6% | +3,504+3.6% | Added | – |
| Pacer FDS Tr69374H238 | S&P 500 QUALITY | 158,430 | $3.45M | 0.6% | +158,430 | New | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,130 | $3.40M | 0.5% | +37+0.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,169 | $3.39M | 0.5% | −51−0.3% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 18,973 | $3.37M | 0.5% | +205+1.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,340 | $3.31M | 0.5% | −31−0.9% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 51,146 | $3.17M | 0.5% | +1,822+3.7% | Added | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 141,656 | $3.08M | 0.5% | +941+0.7% | Added | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 28,507 | $2.90M | 0.5% | +2,550+9.8% | Added | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 78,773 | $2.68M | 0.4% | −13,694−14.8% | Reduced | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 138,739 | $2.65M | 0.4% | +2,951+2.2% | Added | – |
| GLDSPDR Gold Trust | ETF | 8,650 | $2.64M | 0.4% | +6,259+261.8% | Added | History |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 68,631 | $2.61M | 0.4% | +68,631 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 18,239 | $2.59M | 0.4% | +1,033+6.0% | Added | History |
| SIGISelective Insurance Group Inc | COM | 29,805 | $2.58M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 8,481 | $2.41M | 0.4% | −39−0.5% | Reduced | – |
| BXBlackstone Inc. | COM | 14,628 | $2.19M | 0.4% | −134−0.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,949 | $2.18M | 0.4% | −791−21.1% | Reduced | History |
| iShares S&P 500 Value ETF464287408 | ETF | 10,831 | $2.12M | 0.3% | +8,171+307.2% | Added | – |
| TSLATesla, Inc. | Stock | 6,520 | $2.07M | 0.3% | −338−4.9% | Reduced | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,453 | $2.06M | 0.3% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 43,463 | $2.06M | 0.3% | +24,298+126.8% | Added | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 40,118 | $2.04M | 0.3% | +1,765+4.6% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 9,833 | $2.01M | 0.3% | +92+0.9% | Added | History |
| WFCWells Fargo & Company | Stock | 24,098 | $1.93M | 0.3% | +25+0.1% | Added | History |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 40,423 | $1.86M | 0.3% | +2,425+6.4% | Added | – |
| MRKMerck & Co., Inc. | Stock | 23,007 | $1.82M | 0.3% | −153−0.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 5,686 | $1.81M | 0.3% | −196−3.3% | Reduced | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 23,834 | $1.73M | 0.3% | −13−0.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 11,108 | $1.70M | 0.3% | +22+0.2% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,120 | $1.66M | 0.3% | −2,729−25.2% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,086 | $1.66M | 0.3% | +50.0% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,926 | $1.66M | 0.3% | −11,814−31.3% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 49,014 | $1.65M | 0.3% | −2,844−5.5% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,985 | $1.64M | 0.3% | −50−0.5% | Reduced | – |
| WMTWalmart Inc. | Stock | 16,663 | $1.63M | 0.3% | −621−3.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 5,320 | $1.57M | 0.3% | +16+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 4,999 | $1.45M | 0.2% | +41+0.8% | Added | History |
| PEGPublic Service Enterprise Group Inc | COM | 17,011 | $1.43M | 0.2% | +10.0% | Added | History |
| iShares Tr464288166 | AGENCY BOND ETF | 12,977 | $1.42M | 0.2% | −11−0.1% | Reduced | – |
| PGProcter & Gamble Co | Stock | 8,850 | $1.41M | 0.2% | −37−0.4% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 10,091 | $1.38M | 0.2% | +2,523+33.3% | Added | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 53,944 | $1.37M | 0.2% | −53−0.1% | Reduced | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,598 | $1.32M | 0.2% | −25−0.7% | Reduced | – |
| INTCIntel Corp | Stock | 58,246 | $1.30M | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 17,137 | $1.28M | 0.2% | −290−1.7% | Reduced | – |
| SPDR Ser Tr78468R762 | RUSSELL MOMENTUM | 10,367 | $1.28M | 0.2% | −431−4.0% | Reduced | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 39,171 | $1.28M | 0.2% | −257−0.7% | Reduced | – |
| HDHome Depot, Inc. | Stock | 3,443 | $1.26M | 0.2% | −93−2.6% | Reduced | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 28,739 | $1.25M | 0.2% | +270+0.9% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 44,303 | $1.20M | 0.2% | −2,241−4.8% | Reduced | – |
| CWHCamping World Holdings, Inc. | CL A | 69,863 | $1.20M | 0.2% | −642−0.9% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,497 | $1.18M | 0.2% | +20.0% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,705 | $1.15M | 0.2% | +2+0.1% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,841 | $1.14M | 0.2% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 26,274 | $1.12M | 0.2% | −787−2.9% | Reduced | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 44,394 | $1.10M | 0.2% | +1,155+2.7% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 37,491 | $1.08M | 0.2% | −105−0.3% | Reduced | – |
| First Tr Exchange-Traded FD33733E724 | FT VEST BITCOIN | 44,797 | $1.07M | 0.2% | +44,797 | New | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,691 | $1.07M | 0.2% | −187−6.5% | Reduced | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 8,480 | $1.06M | 0.2% | −343−3.9% | Reduced | – |
| CEGConstellation Energy Corp | Stock | 3,185 | $1.03M | 0.2% | +17+0.5% | Added | History |
| BACBank of America Corp | Stock | 21,709 | $1.03M | 0.2% | −942−4.2% | Reduced | History |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 14,735 | $994.6K | 0.2% | −604−3.9% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 8,925 | $962.1K | 0.2% | +12+0.1% | Added | History |
| LLYEli Lilly & Co | Stock | 1,234 | $961.4K | 0.2% | +127+11.5% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,058 | $939.9K | 0.2% | −54,274−76.1% | Reduced | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 62,825 | $933.0K | 0.2% | +3,577+6.0% | Added | History |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 39,941 | $881.9K | 0.1% | +39,941 | New | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,111 | $881.3K | 0.1% | +30.0% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 14,058 | $860.5K | 0.1% | +460+3.4% | Added | History |
| Defiance Quantum ETF26922A420 | ETF | 9,210 | $845.6K | 0.1% | +240+2.7% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,329 | $843.7K | 0.1% | 00.0% | Unchanged | – |
Options (9)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AAPLApple Inc. | Stock | $1.56M | – |
| BACBank of America Corp | Stock | $643.6K | – |
| AMGNAmgen Inc | Stock | $363.0K | – |
| RTXRTX Corp | Stock | $350.4K | – |
| NVDANVIDIA Corp | Stock | $300.2K | – |
| MRKMerck & Co., Inc. | Stock | $102.9K | – |
| BXBlackstone Inc. | COM | $89.7K | – |
| MSFTMicrosoft Corp | Stock | $49.7K | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | $36.3K | – |
Sold out since Q1 2025 (20)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 95,536 | $4.74M | 0.8% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 25,164 | $1.22M | 0.2% | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 7,157 | $424.3K | 0.1% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 12,175 | $404.9K | 0.1% | – |
| Global X FDS37954Y814 | FINTECH ETF | 14,387 | $396.5K | 0.1% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,306 | $337.7K | 0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 5,643 | $279.4K | <0.1% | – |
| Direxion Shs ETF Tr25460G781 | DLY GOLD INDX 2X | 4,484 | $278.6K | <0.1% | – |
| NB Next Generation Consumer ETF ETF-E64135A309 | ETF | 10,645 | $259.6K | <0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,638 | $249.7K | <0.1% | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 8,872 | $234.0K | <0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 454 | $226.3K | <0.1% | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,486 | $218.8K | <0.1% | – |
| PFEPfizer Inc | Stock | 8,477 | $214.9K | <0.1% | History |
| MMM3M Co | Stock | 1,458 | $214.1K | <0.1% | History |
| Matthews Intl FDS577130628 | EMERGING MARKETS ADDED | 8,686 | $210.2K | <0.1% | – |
| ADBEAdobe Inc. | Stock | 546 | $209.4K | <0.1% | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,558 | $201.8K | <0.1% | – |
| SANBanco Santander, S.A. | ADR | 10,863 | $72.8K | <0.1% | History |
| WIMIWiMi Hologram Cloud Inc. | SPON ADS CL B | 20,800 | $20.2K | <0.1% | History |