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Insight Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
+2.28%
1 Year Est. Return
+25.52%
3 Year Est. Return
+66.75%
5 Year Est. Return
+66.79%
10 Year Est. Return
–
AUM
$661M
AUM Growth
+$6.17M
Cap. Flow
-$3.72M
Cap. Flow %
-0.56%
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 Miscellaneous 73.55%
2 Technology 12.67%
3 Financials 3.21%
4 Consumer Discretionary 2.76%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATTR
1
Arin Tactical Tail Risk ETF
ATTR
$107M
$85.6M 12.95%
+945,841
New +$85.4M
CAOS icon
2
Alpha Architect Tail Risk ETF
CAOS
$675M
$83M 12.57%
924,825
-993,762
-52% -$89.4M
BOXX icon
3
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
$36.6M 5.54%
317,775
+1,053
+0.3% +$120K
NVDA icon
4
NVIDIA
NVDA
$5.56T
$24M 3.63%
128,428
-4,650
-3% -$866K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$23.3M 3.52%
34,098
+139
+0.4% +$93.9K
AAPL icon
6
Apple
AAPL
$4.67T
$22.2M 3.36%
81,766
-1,719
-2% -$461K
QGRW icon
7
WisdomTree US Quality Growth Fund
QGRW
$3B
$16.1M 2.44%
275,021
-451
-0.2% -$26.4K
DGRW icon
8
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$15.6M 2.36%
174,485
-2,698
-2% -$240K
AVGO icon
9
Broadcom
AVGO
$1.7T
$12M 1.82%
34,734
-32
-0.1% -$11.4K
AMZN icon
10
Amazon
AMZN
$2.79T
$10.8M 1.63%
46,582
-500
-1% -$114K
AGGY icon
11
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$906M
$9.02M 1.37%
204,837
+5,850
+3% +$259K
MSFT icon
12
Microsoft
MSFT
$3.71T
$8.59M 1.3%
17,752
-2
-0% -$1K
DDWM icon
13
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
$8.09M 1.22%
+185,854
New +$7.89M
WTV icon
14
WisdomTree US Value Fund
WTV
$3.34B
$8.08M 1.22%
86,556
+3,175
+4% +$291K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.14T
$7.99M 1.21%
25,511
-333
-1% -$95.1K
QQQ icon
16
Invesco QQQ Trust
QQQ
$489B
$7.69M 1.16%
12,513
+471
+4% +$289K
JMST icon
17
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.31B
$7.52M 1.14%
147,604
+12,984
+10% +$661K
VUG icon
18
Vanguard Morningstar Growth ETF
VUG
$228B
$6.99M 1.06%
86,010
-66
-0.1% -$5.36K
VOO icon
19
Vanguard S&P 500 ETF
VOO
$1.03T
$6.79M 1.03%
10,832
+92
+0.9% +$57.2K
SPDW icon
20
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
$6.69M 1.01%
150,719
+1,291
+0.9% +$56.4K
SCHD icon
21
Schwab US Dividend Equity ETF
SCHD
$112B
$5.75M 0.87%
209,513
-2,634
-1% -$71.6K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.1T
$5.02M 0.76%
16,006
-2,880
-15% -$825K
IVV icon
23
iShares Core S&P 500 ETF
IVV
$889B
$4.93M 0.75%
7,199
-85
-1% -$57.7K
JPST icon
24
JPMorgan Ultra-Short Income ETF
JPST
$41B
$4.53M 0.69%
89,473
-4,105
-4% -$208K
MTGP icon
25
WisdomTree Mortgage Plus Bond Fund
MTGP
$73.9M
$4.33M 0.66%
97,196
+912
+0.9% +$40.8K
1
2 3 4 5

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CA
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WC
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CWA
Clarity Wealth Advisors San Jose, California $567M AUM 27.85% 1-Year Est. Return
HCM
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PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
SPP
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CIM
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CD
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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 Miscellaneous at 74% of assets, up from 73% a quarter earlier, followed by Technology and Financials.

  • 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.