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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
VZ icon
126
Verizon
VZ
$182B
$708K 0.11%
17,385
-183
-1% -$7.42K
PFIG icon
127
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$115M
$702K 0.11%
28,923
-58
-0.2% -$1.41K
XLK icon
128
State Street Technology Select Sector SPDR ETF
XLK
$114B
$701K 0.11%
4,867
+135
+3% +$19.5K
XLG icon
129
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$649K 0.1%
10,950
+251
+2% +$14.8K
GBTC icon
130
Grayscale Bitcoin Trust
GBTC
$9.79B
$644K 0.1%
9,418
– –
SITE icon
131
SiteOne Landscape Supply
SITE
$4.55B
$635K 0.1%
5,097
– –
AMP icon
132
Ameriprise Financial
AMP
$47.3B
$631K 0.1%
1,287
– –
HEDJ icon
133
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
$631K 0.1%
11,886
-74,435
-86% -$3.86M
BLOK icon
134
Amplify Blockchain Technology ETF
BLOK
$1.1B
$629K 0.1%
11,050
-2,048
-16% -$132K
SCHG icon
135
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$627K 0.1%
19,235
-1,970
-9% -$64.1K
USRT icon
136
iShares Core US REIT ETF
USRT
$4.65B
$619K 0.09%
10,866
+204
+2% +$11.8K
AMGN icon
137
Amgen
AMGN
$197B
$616K 0.09%
1,881
-45
-2% -$14.3K
RS icon
138
Reliance Steel & Aluminium
RS
$19.6B
$611K 0.09%
2,116
– –
ORCL icon
139
Oracle
ORCL
$350B
$610K 0.09%
3,126
+54
+2% +$12.9K
GS icon
140
Goldman Sachs
GS
$311B
$607K 0.09%
690
-3
-0.4% -$2.45K
DE icon
141
Deere & Co
DE
$158B
$602K 0.09%
1,293
– –
SLYV icon
142
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$601K 0.09%
6,608
-56
-0.8% -$5.03K
CRWD icon
143
CrowdStrike
CRWD
$202B
$597K 0.09%
5,092
-416
-8% -$53K
PDBC icon
144
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$595K 0.09%
44,875
+1,323
+3% +$17.9K
MDYV icon
145
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$583K 0.09%
6,883
+176
+3% +$14.7K
VEA icon
146
Vanguard FTSE Developed Markets ETF
VEA
$224B
$579K 0.09%
9,265
+244
+3% +$14.9K
LMT icon
147
Lockheed Martin
LMT
$117B
$578K 0.09%
1,196
-30
-2% -$14.4K
DES icon
148
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$578K 0.09%
17,275
+250
+1% +$8.35K
QCOM icon
149
Qualcomm
QCOM
$180B
$577K 0.09%
3,375
-115
-3% -$19.7K
ETN icon
150
Eaton
ETN
$156B
$558K 0.08%
1,751
+12
+0.7% +$4.25K
4 5
6
7 8

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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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OC
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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.