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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
+8.27%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$624M
AUM Growth
+$48.8M
Cap. Flow
+$10.5M
Cap. Flow %
1.68%
Top 10 Hldgs %
52.65%
Holding
310
New
28
Increased
101
Reduced
130
Closed
21

Top Buys

1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$7.15M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$4.09M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

1
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.47M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
+$4.74M
3
NVDA icon
NVIDIA
NVDA
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

1 Technology 11.53%
2 Financials 3.18%
3 Consumer Discretionary 2.97%
4 Communication Services 2.42%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAOS icon
1
Alpha Architect Tail Risk ETF
CAOS
$712M
$174M 27.87%
1,957,013
+13,028
+0.7% +$1.16M
BOXX icon
2
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
$36.9M 5.91%
327,386
+63,821
+24% +$7.15M
NVDA icon
3
NVIDIA
NVDA
$4.91T
$21.2M 3.41%
134,479
-29,395
-18% -$3.7M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$20.6M 3.3%
33,346
+2,528
+8% +$1.45M
AAPL icon
5
Apple
AAPL
$4.9T
$17.8M 2.85%
86,734
-7,489
-8% -$1.51M
DGRW icon
6
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$14.7M 2.36%
175,923
+40,878
+30% +$3.24M
QGRW icon
7
WisdomTree US Quality Growth Fund
QGRW
$2.62B
$14.5M 2.32%
275,552
+44,097
+19% +$2.07M
AMZN icon
8
Amazon
AMZN
$2.66T
$10.3M 1.66%
47,078
-1,639
-3% -$324K
AVGO icon
9
Broadcom
AVGO
$1.76T
$9.6M 1.54%
34,842
+481
+1% +$104K
MSFT icon
10
Microsoft
MSFT
$2.93T
$8.85M 1.42%
17,798
-966
-5% -$420K
AGGY icon
11
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$959M
$8.64M 1.39%
198,118
-9,490
-5% -$409K
WTV icon
12
WisdomTree US Value Fund
WTV
$3.1B
$7.17M 1.15%
83,036
+39,567
+91% +$3.23M
JMST icon
13
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$6.76M 1.08%
132,843
+18,531
+16% +$941K
QQQ icon
14
Invesco QQQ Trust
QQQ
$466B
$6.7M 1.07%
12,141
-50
-0.4% -$24.9K
VUG icon
15
Vanguard Growth ETF
VUG
$221B
$6.31M 1.01%
86,412
-1,050
-1% -$69.1K
VOO icon
16
Vanguard S&P 500 ETF
VOO
$974B
$6.17M 0.99%
10,861
+651
+6% +$342K
SPDW icon
17
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$6.05M 0.97%
149,435
-27,173
-15% -$1.04M
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$100B
$5.56M 0.89%
209,795
+15,598
+8% +$407K
JPST icon
19
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$4.88M 0.78%
96,382
+19,516
+25% +$986K
FTSM icon
20
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$4.78M 0.77%
79,863
-8,210
-9% -$492K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.23T
$4.54M 0.73%
25,788
+856
+3% +$140K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$881B
$4.54M 0.73%
7,308
-19
-0.3% -$10.9K
MTGP icon
23
WisdomTree Mortgage Plus Bond Fund
MTGP
$66M
$4.26M 0.68%
95,869
+6,137
+7% +$268K
HEDJ icon
24
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$4.12M 0.66%
+85,637
New +$4.09M
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.98M 0.64%
8,186
-38
-0.5% -$19.3K
1
2 3 4 5

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CAM
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Insight Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Advisors held 310 positions worth $624M, up 8.5% from $575M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q2 2025 filing shows 28 new, 101 increased, 130 reduced and 21 closed positions. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M. The largest sale was WisdomTree International Hedged Quality Dividend Growth Fund, an estimated $5.47M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q2 2025 buy was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M.
  • Insight Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2025, an estimated $7.15M increase.
  • Insight Advisors's biggest Q2 2025 reduction was WisdomTree International Hedged Quality Dividend Growth Fund, cutting an estimated $5.47M.
  • Insight Advisors fully exited WisdomTree US Multifactor Fund in Q2 2025, selling an estimated $4.74M.
  • Insight Advisors's ten largest holdings make up 53% of its $624M portfolio in Q2 2025.
  • Insight Advisors opened 28 new positions and closed 21 in Q2 2025.
  • Insight Advisors's portfolio value rose 8.5% quarter-over-quarter to $624M.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.