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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
IVE icon
51
iShares S&P 500 Value ETF
IVE
$48.8B
$2.15M 0.33%
10,148
-613
-6% -$128K
MRK icon
52
Merck
MRK
$315B
$2.14M 0.32%
20,324
-1,336
-6% -$125K
INTC icon
53
Intel
INTC
$478B
$2.1M 0.32%
56,955
-1,566
-3% -$59.1K
QHY
54
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$2.1M 0.32%
45,215
+3,991
+10% +$185K
LQTI
55
FT Vest Investment Grade & Target Income ETF
LQTI
$290M
$2.09M 0.32%
103,711
+40,599
+64% +$821K
JNJ icon
56
Johnson & Johnson
JNJ
$609B
$2.08M 0.31%
10,047
-578
-5% -$114K
EPI icon
57
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$2.08M 0.31%
44,844
+1,181
+3% +$54.1K
AXP icon
58
American Express
AXP
$242B
$2.07M 0.31%
5,590
-118
-2% -$42.2K
META icon
59
Meta Platforms (Facebook)
META
$1.64T
$1.95M 0.3%
2,952
-100
-3% -$66.8K
PLTR icon
60
Palantir
PLTR
$317B
$1.86M 0.28%
10,452
-87
-0.8% -$15.8K
PANW icon
61
Palo Alto Networks
PANW
$292B
$1.83M 0.28%
9,926
-5
-0.1% -$1.01K
VOE icon
62
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.75M 0.27%
9,876
-109
-1% -$19.1K
SPIB icon
63
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.73M 0.26%
51,280
+1,598
+3% +$54.1K
DGRO icon
64
iShares Core Dividend Growth ETF
DGRO
$42.1B
$1.73M 0.26%
24,920
-1,264
-5% -$86.9K
IVW icon
65
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.7M 0.26%
13,821
-110
-0.8% -$13.5K
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.69M 0.26%
7,679
-372
-5% -$81.3K
LLY icon
67
Eli Lilly
LLY
$1.05T
$1.64M 0.25%
1,524
+31
+2% +$29.6K
FSIG icon
68
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$1.64M 0.25%
85,348
-20,013
-19% -$384K
WMT icon
69
Walmart Inc
WMT
$909B
$1.62M 0.24%
14,511
-442
-3% -$47.5K
PHYS icon
70
Sprott Physical Gold
PHYS
$14.4B
$1.61M 0.24%
48,884
-2,040
-4% -$64.6K
JPM icon
71
JPMorgan Chase
JPM
$907B
$1.59M 0.24%
4,946
+22
+0.4% +$6.81K
IBM icon
72
IBM
IBM
$200B
$1.56M 0.24%
5,255
+43
+0.8% +$12.9K
AGZ icon
73
iShares Agency Bond ETF
AGZ
$555M
$1.48M 0.22%
13,442
+37
+0.3% +$4.08K
PAVE icon
74
Global X US Infrastructure Development ETF
PAVE
$13.9B
$1.42M 0.21%
29,669
+212
+0.7% +$10.2K
SPTM icon
75
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$1.37M 0.21%
16,568
-102
-0.6% -$8.34K
1 2
3
4 5

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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
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DA
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VU
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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.