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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
PEG icon
76
Public Service Enterprise Group
PEG
$39.2B
$1.37M 0.21%
17,013
+2
+0% +$163
MGK icon
77
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.36M 0.21%
16,500
-1,475
-8% -$121K
ONEO icon
78
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
$1.34M 0.2%
10,319
-5
-0% -$642
RSP icon
79
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.26M 0.19%
6,592
+6
+0.1% +$1.14K
IWF icon
80
iShares Russell 1000 Growth ETF
IWF
$123B
$1.25M 0.19%
10,564
+12
+0.1% +$1.42K
FALN icon
81
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$1.23M 0.19%
45,235
+803
+2% +$22K
VBR icon
82
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.23M 0.19%
5,818
-18
-0.3% -$3.77K
SPYD icon
83
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$1.22M 0.19%
28,291
+700
+3% +$30.3K
BAC icon
84
Bank of America
BAC
$430B
$1.2M 0.18%
21,825
+70
+0.3% +$3.7K
IBND icon
85
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
$1.19M 0.18%
37,003
-1,243
-3% -$39.7K
CEG icon
86
Constellation Energy
CEG
$90.1B
$1.17M 0.18%
3,302
+47
+1% +$17.1K
PG icon
87
Procter & Gamble
PG
$349B
$1.17M 0.18%
8,132
-203
-2% -$29.9K
XOM icon
88
ExxonMobil
XOM
$611B
$1.14M 0.17%
9,442
-533
-5% -$61.8K
SMLV icon
89
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$1.14M 0.17%
8,659
+109
+1% +$14.1K
HD icon
90
Home Depot
HD
$338B
$1.13M 0.17%
3,271
-153
-4% -$56K
QTUM icon
91
Defiance Quantum ETF
QTUM
$5.35B
$1.11M 0.17%
10,091
-301
-3% -$33.2K
RDVI icon
92
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$1.11M 0.17%
42,144
-2,336
-5% -$60.5K
VOOG icon
93
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$1.1M 0.17%
14,802
-1,338
-8% -$98.5K
SLV icon
94
iShares Silver Trust
SLV
$27.1B
$1.09M 0.17%
16,936
-895
-5% -$44.8K
SPTI icon
95
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$1.07M 0.16%
37,191
+128
+0.3% +$3.7K
ECOW icon
96
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$217M
$1.07M 0.16%
43,911
+2,145
+5% +$53.4K
RTX icon
97
RTX Corp
RTX
$261B
$1.06M 0.16%
5,803
+206
+4% +$35.8K
BBIN icon
98
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
$1.05M 0.16%
14,470
-76
-0.5% -$5.44K
IWM icon
99
iShares Russell 2000 ETF
IWM
$82.2B
$1M 0.15%
4,066
+680
+20% +$167K
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$975K 0.15%
13,255
+145
+1% +$10.5K
2 3
4
5 6

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FWM
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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
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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.