# Insight Advisors, LLC/ PA

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1844880. Source: https://holderbook.com/funds/1844880-insight-advisors-llc-pa/

- Reported value: $567.3M
- Positions: 241
- Weight of the ten largest: 56.6%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| EA SERIES TRUST | [ATTR](https://holderbook.com/stocks/ATTR/) | $94.5M | 1,004,809 | 16.7% | 3 |
| EA SERIES TRUST | [CAOS](https://holderbook.com/stocks/CAOS/) | $77.4M | 856,929 | 13.7% | 14 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $38.0M | 324,822 | 6.7% | 15 |
| STATE STR SPDR S&amp;P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $25.1M | 33,607 | 4.4% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $23.4M | 116,704 | 4.1% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $21.6M | 74,718 | 3.8% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $11.4M | 30,265 | 2.0% | 23 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $10.6M | 18,251 | 1.9% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.1M | 42,267 | 1.8% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.9M | 24,827 | 1.6% | 23 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $8.5M | 11,547 | 1.5% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $7.8M | 56,118 | 1.4% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $7.8M | 11,358 | 1.4% | 23 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $7.2M | 83,599 | 1.3% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.9M | 15,706 | 1.0% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.3M | 15,020 | 0.9% | 23 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.0M | 6,641 | 0.9% | 23 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $4.9M | 41,406 | 0.9% | 23 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $4.0M | 46,057 | 0.7% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [HYTI](https://holderbook.com/stocks/HYTI/) | $4.0M | 211,387 | 0.7% | 5 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $4.0M | 18,227 | 0.7% | 23 |
| ETF OPPORTUNITIES TRUST | [HECA](https://holderbook.com/stocks/HECA/) | $4.0M | 145,196 | 0.7% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.9M | 7,825 | 0.7% | 23 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $3.6M | 9,872 | 0.6% | 23 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.5M | 3,065 | 0.6% | 5 |
| FIRST TR EXCHANGE-TRADED FD | [IGLD](https://holderbook.com/stocks/IGLD/) | $3.5M | 165,895 | 0.6% | 21 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.2M | 9,440 | 0.6% | 23 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.0M | 3,169 | 0.5% | 23 |
| SELECTIVE INS GROUP INC | [SIGI](https://holderbook.com/stocks/SIGI/) | $2.9M | 29,805 | 0.5% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [LQTI](https://holderbook.com/stocks/LQTI/) | $2.7M | 139,962 | 0.5% | 5 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $2.7M | 7,255 | 0.5% | 23 |
| MERCK &amp; CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.5M | 19,571 | 0.4% | 23 |
| JOHNSON &amp; JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.4M | 9,493 | 0.4% | 23 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $2.4M | 7,745 | 0.4% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [DFII](https://holderbook.com/stocks/DFII/) | $2.1M | 190,221 | 0.4% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.1M | 3,689 | 0.4% | 23 |
| ETF SER SOLUTIONS | [QTUM](https://holderbook.com/stocks/QTUM/) | $2.1M | 12,544 | 0.4% | 9 |
| WELLS FARGO &amp; CO | [WFC](https://holderbook.com/stocks/WFC/) | $2.0M | 24,317 | 0.4% | 23 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.9M | 9,646 | 0.3% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $1.9M | 31,504 | 0.3% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.9M | 4,429 | 0.3% | 23 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.9M | 13,527 | 0.3% | 23 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $1.8M | 16,181 | 0.3% | 2 |
| ELI LILLY &amp; CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.8M | 1,521 | 0.3% | 18 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $1.8M | 30,439 | 0.3% | 22 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $1.8M | 52,878 | 0.3% | 23 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.7M | 23,730 | 0.3% | 23 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.6M | 14,077 | 0.3% | 23 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $1.6M | 17,427 | 0.3% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [FSIG](https://holderbook.com/stocks/FSIG/) | $1.6M | 83,722 | 0.3% | 14 |
| ISHARES TR | [AGZ](https://holderbook.com/stocks/AGZ/) | $1.6M | 14,225 | 0.3% | 9 |
| JPMORGAN CHASE &amp; CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.5M | 4,693 | 0.3% | 23 |
| SPDR SERIES TRUST | [ONEO](https://holderbook.com/stocks/ONEO/) | $1.5M | 10,000 | 0.3% | 23 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $1.5M | 19,431 | 0.3% | 23 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.4M | 6,749 | 0.3% | 13 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $1.4M | 16,295 | 0.3% | 23 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.4M | 5,694 | 0.2% | 23 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.4M | 1,298 | 0.2% | 23 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.4M | 2,089 | 0.2% | 11 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $1.3M | 11,161 | 0.2% | 23 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.3M | 10,565 | 0.2% | 23 |
| SPDR SERIES TRUST | [SMLV](https://holderbook.com/stocks/SMLV/) | $1.3M | 8,325 | 0.2% | 23 |
| ISHARES TR | [FALN](https://holderbook.com/stocks/FALN/) | $1.3M | 48,034 | 0.2% | 23 |
| SPDR SERIES TRUST | [SPYD](https://holderbook.com/stocks/SPYD/) | $1.3M | 27,399 | 0.2% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [RDVI](https://holderbook.com/stocks/RDVI/) | $1.3M | 42,807 | 0.2% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.3M | 15,001 | 0.2% | 23 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.2M | 21,892 | 0.2% | 23 |
| SPDR SERIES TRUST | [IBND](https://holderbook.com/stocks/IBND/) | $1.2M | 39,838 | 0.2% | 23 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $1.2M | 43,141 | 0.2% | 23 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.2M | 6,400 | 0.2% | 14 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.2M | 4,028 | 0.2% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.2M | 10,373 | 0.2% | 8 |
| PROCTER &amp; GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.2M | 8,018 | 0.2% | 23 |
| DOW HLDGS INC | [DOW](https://holderbook.com/stocks/DOW/) | $1.2M | 42,623 | 0.2% | 1 |
| ETF OPPORTUNITIES TRUST | [HGRO](https://holderbook.com/stocks/HGRO/) | $1.2M | 37,184 | 0.2% | 4 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.2M | 4,912 | 0.2% | 23 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.2M | 2,430 | 0.2% | 7 |
| J P MORGAN EXCHANGE TRADED F | [BBIN](https://holderbook.com/stocks/BBIN/) | $1.1M | 14,331 | 0.2% | 22 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.1M | 34,993 | 0.2% | 14 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.1M | 5,750 | 0.2% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.1M | 3,090 | 0.2% | 23 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.1M | 7,240 | 0.2% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [FV](https://holderbook.com/stocks/FV/) | $1.0M | 13,492 | 0.2% | 21 |
| SPROTT ASSET MANAGEMENT LP | [PHYS](https://holderbook.com/stocks/PHYS/) | $985.8K | 32,674 | 0.2% | 15 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $973.8K | 1,276 | 0.2% | 10 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $963.3K | 2,848 | 0.2% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $950.2K | 2,568 | 0.2% | 21 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $944.0K | 6,904 | 0.2% | 23 |
| WISDOMTREE TR | [SHAG](https://holderbook.com/stocks/SHAG/) | $917.0K | 19,378 | 0.2% | 23 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $867.3K | 6,197 | 0.2% | 23 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $849.7K | 8,706 | 0.1% | 23 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $827.4K | 18,188 | 0.1% | 9 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $824.5K | 6,864 | 0.1% | 15 |
| INVESCO EXCH TRADED FD TR II | [PFIG](https://holderbook.com/stocks/PFIG/) | $807.8K | 33,772 | 0.1% | 23 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $789.1K | 3,177 | 0.1% | 16 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $784.4K | 4,091 | 0.1% | 4 |
| WISDOMTREE TR | [AGGY](https://holderbook.com/stocks/AGGY/) | $762.5K | 17,536 | 0.1% | 23 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $759.7K | 1,783 | 0.1% | 22 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $734.9K | 11,060 | 0.1% | 23 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $729.3K | 720 | 0.1% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.5% | 83% |
| Q1 2026 | -2.4% | -4.6% | +2.2% | 87% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +5.5% | +7.8% | -2.4% | 99% |
| Q2 2025 | +6.8% | +10.5% | -3.6% | 99% |
| Q1 2025 | -3.3% | -4.6% | +1.3% | 98% |
| Q4 2024 | +1.6% | +2.1% | -0.5% | 99% |
| Q3 2024 | +3.9% | +5.4% | -1.6% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $567.3M | 241 |
| Q1 2026 | $525.5M | 243 |
| Q4 2025 | $660.7M | 282 |
| Q3 2025 | $654.6M | 285 |
| Q2 2025 | $623.7M | 280 |
| Q1 2025 | $575.0M | 275 |
| Q4 2024 | $592.5M | 283 |
| Q3 2024 | $580.2M | 293 |
| Q2 2024 | $553.7M | 285 |
| Q1 2024 | $521.1M | 295 |
| Q4 2023 | $472.9M | 284 |
| Q3 2023 | $437.6M | 275 |

