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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
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.21M 0.64%
63,850
+12,652
+25% +$829K
LCOW
27
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$26.5M
$4.12M 0.62%
172,278
+6,479
+4% +$153K
AMD icon
28
Advanced Micro Devices
AMD
$808B
$4.12M 0.62%
19,243
+70
+0.4% +$15.7K
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.09M 0.62%
8,142
-57
-0.7% -$28.4K
IGLD icon
30
FT Vest Gold Strategy Target Income ETF
IGLD
$500M
$4.07M 0.62%
162,555
+14,354
+10% +$359K
GLD icon
31
SPDR Gold Trust
GLD
$130B
$3.92M 0.59%
9,879
+1,134
+13% +$433K
XSOE icon
32
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
$3.89M 0.59%
99,595
-743
-0.7% -$28.7K
VGT icon
33
Vanguard Information Technology ETF
VGT
$139B
$3.85M 0.58%
40,816
-512
-1% -$48.6K
HYTI
34
FT Vest High Yield & Target Income ETF
HYTI
$88.5M
$3.78M 0.57%
190,811
+32,102
+20% +$634K
VTV icon
35
Vanguard Value ETF
VTV
$186B
$3.64M 0.55%
19,070
– –
SPYM
36
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$3.35M 0.51%
41,710
+10,540
+34% +$838K
EES icon
37
WisdomTree US SmallCap Earnings Fund
EES
$723M
$3.09M 0.47%
54,192
+13,951
+35% +$780K
GCOW icon
38
Pacer Global Cash Cows Dividend ETF
GCOW
$3.31B
$3.08M 0.47%
74,732
+2,953
+4% +$120K
ICOW icon
39
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
$3.06M 0.46%
79,058
+136
+0.2% +$5.18K
COST icon
40
Costco
COST
$417B
$2.8M 0.42%
3,249
-131
-4% -$119K
TLH icon
41
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.69M 0.41%
26,506
-2,271
-8% -$234K
TSLA icon
42
Tesla
TSLA
$1.43T
$2.54M 0.38%
5,647
-262
-4% -$116K
SIGI icon
43
Selective Insurance
SIGI
$5.78B
$2.49M 0.38%
29,805
– –
DFII
44
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$17.2M
$2.4M 0.36%
134,364
+16,164
+14% +$330K
VOT icon
45
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$2.34M 0.35%
8,380
-101
-1% -$28.9K
BX icon
46
Blackstone
BX
$155B
$2.29M 0.35%
14,841
+233
+2% +$35.4K
NFLX icon
47
Netflix
NFLX
$290B
$2.26M 0.34%
24,154
-2,906
-11% -$313K
WFC icon
48
Wells Fargo
WFC
$265B
$2.26M 0.34%
24,259
+148
+0.6% +$12.8K
FTSM icon
49
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$2.26M 0.34%
37,650
-7,333
-16% -$440K
VBK icon
50
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$2.23M 0.34%
7,370
-10
-0.1% -$3.02K
1
2
3 4 5

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VWS
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CAM
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DSC
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DA
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VU
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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.