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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
+2.28%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$661M
AUM Growth
+$6.17M
Cap. Flow
-$4.79M
Cap. Flow %
-0.73%
Top 10 Hldgs %
49.81%
Holding
306
New
17
Increased
107
Reduced
135
Closed
23

Top Buys

Rank Stock Value
1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$85.4M
2
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$7.89M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$838K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$829K
5
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
+$821K

Top Sells

Rank Stock Value
1
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$89.4M
2
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.39M
3
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.86M
4
NVDA icon
NVIDIA
NVDA
+$866K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$825K

Sector Composition

Rank Sector Weight
1 Technology 12.67%
2 Financials 3.21%
3 Consumer Discretionary 2.76%
4 Communication Services 2.75%
5 Consumer Staples 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VST icon
301
Vistra
VST
$52.4B
– –
-1,069
Closed -$210K
PCIG icon
302
Polen Capital International Growth ETF
PCIG
$27.2M
– –
-13,026
Closed -$122K
OKLO
303
Oklo
OKLO
$7.15B
– –
-2,103
Closed -$235K
FCTE
304
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$241M
– –
-8,171
Closed -$217K
NBIS
305
Nebius Group N.V.
NBIS
$45.1B
– –
-2,048
Closed -$230K
GLXY
306
Galaxy Digital Inc
GLXY
$4.14B
– –
-8,382
Closed -$283K
9 10 11 12
13

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FWM
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VWS
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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
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VP
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Insight Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Insight Advisors held 306 positions worth $661M, up 0.94% from $655M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Insight Advisors's Q4 2025 filing shows 17 new, 107 increased, 135 reduced and 23 closed positions. Its largest new stake was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M. The largest sale was Alpha Architect Tail Risk ETF, an estimated $89.4M.

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

  • Insight Advisors's largest Q4 2025 buy was Arin Tactical Tail Risk ETF: 945,841 shares worth $85.6M.
  • Insight Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $838K increase.
  • Insight Advisors's biggest Q4 2025 reduction was Alpha Architect Tail Risk ETF, cutting an estimated $89.4M.
  • Insight Advisors fully exited WisdomTree Japan Hedged Equity Fund in Q4 2025, selling an estimated $4.39M.
  • Insight Advisors's ten largest holdings make up 50% of its $661M portfolio in Q4 2025.
  • Insight Advisors opened 17 new positions and closed 23 in Q4 2025.
  • Insight Advisors's portfolio value rose 0.94% quarter-over-quarter to $661M.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.