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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
-1.51%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$525M
AUM Growth
-$135M
Cap. Flow
-$124M
Cap. Flow %
-23.64%
Top 10 Hldgs %
58.36%
Holding
297
New
14
Increased
100
Reduced
114
Closed
54

Top Buys

1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$3.12M
2
HECA
Hedgeye Capital Allocation ETF
HECA
+$2.42M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$15.2M
2
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$15.2M
3
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATTR
1
Arin Tactical Tail Risk ETF
ATTR
$96.3M
$89.1M 16.95%
980,142
+34,301
+4% +$3.12M
CAOS icon
2
Alpha Architect Tail Risk ETF
CAOS
$712M
$81.7M 15.55%
900,432
-24,393
-3% -$2.2M
BOXX icon
3
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
$39.3M 7.47%
337,673
+19,898
+6% +$2.3M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$21.9M 4.18%
33,739
-359
-1% -$244K
NVDA icon
5
NVIDIA
NVDA
$4.91T
$21.5M 4.1%
123,437
-4,991
-4% -$916K
AAPL icon
6
Apple
AAPL
$4.9T
$19.3M 3.68%
76,241
-5,525
-7% -$1.44M
AVGO icon
7
Broadcom
AVGO
$1.76T
$10.6M 2.02%
34,238
-496
-1% -$163K
AMZN icon
8
Amazon
AMZN
$2.66T
$9.07M 1.73%
43,563
-3,019
-6% -$665K
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.23T
$7.46M 1.42%
25,959
+448
+2% +$141K
QQQ icon
10
Invesco QQQ Trust
QQQ
$466B
$6.64M 1.26%
11,509
-1,004
-8% -$610K
VOO icon
11
Vanguard S&P 500 ETF
VOO
$974B
$6.64M 1.26%
11,106
+274
+3% +$171K
VUG icon
12
Vanguard Growth ETF
VUG
$221B
$6.15M 1.17%
84,432
-1,578
-2% -$123K
MSFT icon
13
Microsoft
MSFT
$2.93T
$6M 1.14%
16,201
-1,551
-9% -$649K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.22T
$4.32M 0.82%
15,046
-960
-6% -$302K
GLD icon
15
SPDR Gold Trust
GLD
$130B
$4.31M 0.82%
10,015
+136
+1% +$60.9K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$881B
$4.28M 0.81%
6,549
-650
-9% -$444K
IGLD icon
17
FT Vest Gold Strategy Target Income ETF
IGLD
$500M
$4.27M 0.81%
167,358
+4,803
+3% +$130K
AMD icon
18
Advanced Micro Devices
AMD
$808B
$3.93M 0.75%
19,337
+94
+0.5% +$20.1K
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.82M 0.73%
7,977
-165
-2% -$81K
VTV icon
20
Vanguard Value ETF
VTV
$186B
$3.69M 0.7%
18,793
-277
-1% -$55.5K
HYTI
21
FT Vest High Yield & Target Income ETF
HYTI
$88.5M
$3.64M 0.69%
189,193
-1,618
-0.8% -$31.6K
VGT icon
22
Vanguard Information Technology ETF
VGT
$139B
$3.57M 0.68%
40,928
+112
+0.3% +$10.3K
SPYM
23
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$3.42M 0.65%
44,722
+3,012
+7% +$241K
COST icon
24
Costco
COST
$417B
$3.35M 0.64%
3,366
+117
+4% +$114K
HECA
25
Hedgeye Capital Allocation ETF
HECA
$306M
$3.2M 0.61%
110,976
+82,035
+283% +$2.42M
1
2 3 4 5

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FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Insight Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Advisors held 297 positions worth $525M, down 20% from $661M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Insight Advisors withdrew a net $124M in Q1 2026, closing 54 positions and reducing 114 holdings. Its most notable exit was WisdomTree Dynamic International Equity Fund, an estimated $8.09M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Insight Advisors opened a new position in T. Rowe Price worth $1.47M.

  • Insight Advisors's largest Q1 2026 buy was T. Rowe Price: 16,352 shares worth $1.47M.
  • Insight Advisors added most to Arin Tactical Tail Risk ETF in Q1 2026, an estimated $3.12M increase.
  • Insight Advisors's biggest Q1 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $15.2M.
  • Insight Advisors fully exited WisdomTree Dynamic International Equity Fund in Q1 2026, selling an estimated $8.09M.
  • Insight Advisors's ten largest holdings make up 58% of its $525M portfolio in Q1 2026.
  • Insight Advisors opened 14 new positions and closed 54 in Q1 2026.
  • Insight Advisors's portfolio value fell 20% quarter-over-quarter to $525M.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.