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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
RH icon
201
RH
RH
$3.48B
$334K 0.05%
1,864
-20
-1% -$3.42K
DLS icon
202
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$331K 0.05%
4,091
+21
+0.5% +$1.66K
ELD icon
203
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
$322K 0.05%
11,019
+10
+0.1% +$288
SPAB icon
204
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.83B
$321K 0.05%
12,460
+298
+2% +$7.71K
NEM icon
205
Newmont
NEM
$95.2B
$320K 0.05%
3,209
-23
-0.7% -$2.08K
DPZ icon
206
Domino's
DPZ
$10.9B
$319K 0.05%
766
+84
+12% +$35K
CLX icon
207
Clorox
CLX
$11.6B
$319K 0.05%
3,163
-236
-7% -$25.6K
FDN icon
208
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$318K 0.05%
1,183
-6
-0.5% -$1.65K
NVO
209
Novo Nordisk
NVO
$219B
$314K 0.05%
6,173
-279
-4% -$14.3K
TTEQ
210
T. Rowe Price Technology ETF
TTEQ
$339M
$312K 0.05%
+9,598
New +$315K
GE icon
211
GE Aerospace
GE
$354B
$309K 0.05%
1,002
+100
+11% +$30.1K
AGNG icon
212
Global X Aging Population ETF
AGNG
$85.5M
$307K 0.05%
8,565
-1,447
-14% -$50.8K
COR icon
213
Cencora
COR
$59.1B
$307K 0.05%
909
-6
-0.7% -$2.04K
ECL icon
214
Ecolab
ECL
$75.6B
$305K 0.05%
1,161
– –
DLN icon
215
WisdomTree US LargeCap Dividend Fund
DLN
$6.17B
$300K 0.05%
3,406
– –
DVY icon
216
iShares Select Dividend ETF
DVY
$23.6B
$298K 0.05%
2,110
+7
+0.3% +$989
USFR icon
217
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$297K 0.04%
5,898
-65
-1% -$3.27K
GSY icon
218
Invesco Ultra Short Duration ETF
GSY
$3.82B
$294K 0.04%
5,851
– –
LRCX icon
219
Lam Research
LRCX
$384B
$293K 0.04%
1,711
-9
-0.5% -$1.4K
KMB icon
220
Kimberly-Clark
KMB
$36B
$292K 0.04%
2,892
-195
-6% -$21.3K
AEP icon
221
American Electric Power
AEP
$71.3B
$286K 0.04%
2,479
– –
CWH icon
222
Camping World
CWH
$382M
$285K 0.04%
29,300
-37,504
-56% -$465K
HON icon
223
Honeywell
HON
$71.7B
$285K 0.04%
1,461
-31
-2% -$6.06K
ABT icon
224
Abbott
ABT
$177B
$283K 0.04%
2,261
-65
-3% -$8.28K
IEFA icon
225
iShares Core MSCI EAFE ETF
IEFA
$185B
$282K 0.04%
3,152
-314
-9% -$27.8K
7 8
9
10 11

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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
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
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

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.