Insight Advisors, LLC/ PA

Registered adviser

CIK

1844880

Location

Newtown, PA

Portfolio Value

Small $537,084,773

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,556 / 8,814 ▼ 219

Top Industry

Semiconductors 31.6%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 168057

Roster of Oct 1, 2026

Regulatory AUM

$785,650,000

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$785,650,000	Individuals and high net worth (99%)
Apr 2025 to Feb 2026	$712,359,160	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$703,000,000	Individuals and high net worth (100%)
May 2023 to Mar 2024	$574,000,000	Individuals and high net worth (98%)
Apr 2023	$574,000,000	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$630,000,000	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.7% of the book (60%+)

Turnover

Low turnover

25.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 65.1%; sector active share 55.9% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

241 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.1%

−1.8 pts

Top 5

57.5%

−0.5 pts

Top 10

68.7%

−1.6 pts

HHI

1,659

Moderately concentrated−134

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	65.2%	$350,428,434	125
Technology	18.2%	$97,562,895	25
Financial Services	4.2%	$22,797,757	26
Communication Services	3.5%	$18,854,728	7
Consumer Cyclical	2.8%	$14,947,509	10
Industrials	1.8%	$9,714,058	19
Healthcare	1.6%	$8,790,393	8
Consumer Defensive	1.4%	$7,482,512	8
Basic Materials	0.5%	$2,696,693	5
Utilities	0.4%	$2,368,235	5
Energy	0.2%	$1,228,192	2
Real Estate	0.0%	$213,367	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+69,527	83,599	$7,201,217
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+36,290	41,406	$4,948,845
HECA	Hedgeye Capital Allocation ETF	+34,220	145,196	$0
ATTR		+24,667	1,004,809	$94,500,276
TE	T1 Energy Inc.	+22,800	59,800	$566,904
HYTI	FT Vest High Yield & Target Income ETF	+22,194	211,387	$4,040,239
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+12,971	16,295	$1,432,493
DFII	FT Vest Bitcoin Strategy & Target Income ETF	+8,757	190,221	$2,115,257
IWF	iShares Russell 1000 Growth ETF	+7,923	10,565	$0
ELM	Elm Market Navigator ETF	+7,504	22,769	$667,040
SCHD	Schwab U.S. Dividend Equity ETF	+5,526	34,993	$1,109,628
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+5,090	43,141	$1,224,772
PFIG	Invesco Fundamental Investment Grade Corporate Bond ETF	+4,230	33,772	$807,826
LQTI	FT Vest Investment Grade & Target Income ETF	+4,074	139,962	$2,702,666
SHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund	+2,281	19,378	$0
—		+2,203	12,544	$2,074,526
SCHG	Schwab U.S. Large-Cap Growth ETF	+1,988	20,792	$703,601
FALN	iShares Fallen Angels USD Bond ETF	+1,824	48,034	$0
IBND	State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF	+1,628	39,838	$1,242,148
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+1,628	4,091	$784,449
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+1,335	46,057	$4,047,489
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,269	6,400	$1,219,328
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+1,163	52,878	$1,769,297
CLX	Clorox Co	+1,089	4,311	$411,441
DGRO	iShares Core Dividend Growth ETF	+1,067	19,431	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAOS	Alpha Architect Tail Risk ETF	−43,503	856,929	$77,432,104
BOXX	Alpha Architect 1-3 Month Box ETF	−12,851	324,822	$38,033,407
PHYS	Sprott Physical Gold Trust	−12,840	32,674	$985,774
NVDA	Nvidia Corp	−6,733	116,704	$23,351,303
AGGY	WisdomTree Trust	−5,972	17,536	$762,465
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−4,857	8,740	$440,408
PEG	Public Service Enterprise Group Inc	−4,567	5,626	$456,606
AVGO	Broadcom Inc.	−3,973	30,265	$11,432,603
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−3,665	39,779	$631,690
—		−3,300	14,775	$429,213
IBIT	iShares Bitcoin Trust ETF	−2,872	14,258	$474,648
SPLB	State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF	−2,853	30,744	$688,665
DES	WisdomTree U.S. SmallCap Dividend Fund	−2,297	14,832	$0
SLV	iShares Silver Trust	−1,843	11,873	$634,849
IJH	iShares Core S&P Mid-Cap ETF	−1,803	9,004	$0
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−1,581	10,841	$276,662
AAPL	Apple Inc.	−1,523	74,718	$21,620,400
IGLD	FT Vest Gold Strategy Target Income ETF	−1,463	165,895	$3,493,748
AMZN	Amazon Com Inc	−1,296	42,267	$10,073,916
FSIG	First Trust Limited Duration Investment Grade Corporate ETF	−1,279	83,722	$1,578,578
VZ	Verizon Communications Inc	−1,264	8,462	$358,281
XOM	ExxonMobil Holdings Corp	−1,154	6,904	$943,914
GOOGL	Alphabet Inc.	−1,132	24,827	$8,872,424
AMD	Advanced Micro Devices Inc	−1,086	18,251	$10,602,188
NVO	Novo Nordisk A S	−963	5,631	$269,950
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	42,623	$1,166,165
GLW	Corning Inc	2,113	$539,723
MRVL	Marvell Technology, Inc.	1,663	$495,391
DELL	Dell Technologies Inc.	906	$390,902
SPCX	Space Exploration Technologies Corp	2,174	$371,449
ANET	Arista Networks, Inc.	1,649	$280,132
UNH	Unitedhealth Group Inc	616	$256,028
KLAC	Kla Corp	809	$244,083
GLXY	Galaxy Digital Inc.	8,382	$229,163
JCI	Johnson Controls International plc	1,514	$221,210
TFC	Truist Financial Corp	4,325	$215,471
AMKR	Amkor Technology, Inc.	2,480	$213,850
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	3,575	$212,033
F	Ford Motor Co	10,902	$151,537
MTUM	iShares MSCI USA Momentum Factor ETF	862	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
JMST	JPMorgan Ultra-Short Municipal Income ETF	32,443	$1,653,944
YELP	Yelp Inc	56,300	$1,392,862
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	7,603	$667,847
ALB	Albemarle Corp	2,997	$538,051
QGRW	WisdomTree U.S. Quality Growth Fund	7,992	$427,012
NKE	NIKE, Inc.	5,972	$315,441
HON	Honeywell International Inc	1,371	$309,887
EES	WisdomTree U.S. SmallCap Fund	5,146	$298,725
ED	Consolidated Edison Inc	2,380	$269,368
MCK	Mckesson Corp	302	$261,338
ACN	Accenture plc	1,180	$233,982
ABT	Abbott Laboratories	2,256	$231,623
PFE	Pfizer Inc	7,786	$218,630
LHX	L3harris Technologies, Inc.	630	$217,444
ETHA	iShares Ethereum Trust ETF	10,379	$164,299
FWRG	First Watch Restaurant Group, Inc.	11,450	$119,996
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

241 tracked positions · $537,084,773 total · filing declares 241 positions · $567,256,969 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 241 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ATTR		Added	1,004,809	+24,667	$94,500,276	+6.1%	3	$90.37	17.60%
CAOS	Alpha Architect Tail Risk ETF	Reduced	856,929	-43,503	$77,432,104	−5.3%	14	unpriced	14.42%
BOXX	Alpha Architect 1-3 Month Box ETF	Reduced	324,822	-12,851	$38,033,407	−3.1%	15	unpriced	7.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	33,607	-132	$25,096,699	+14.4%	23	before history	4.67%
NVDA	Nvidia Corp Technology	Reduced	116,704	-6,733	$23,351,303	+8.5%	23	before history	4.35%
AAPL	Apple Inc. Technology	Reduced	74,718	-1,523	$21,620,400	+11.7%	23	before history	4.03%
AVGO	Broadcom Inc. Technology	Reduced	30,265	-3,973	$11,432,603	+7.9%	23	before history	2.13%
AMD	Advanced Micro Devices Inc Technology	Reduced	18,251	-1,086	$10,602,188	+169.5%	23	before history	1.97%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	42,267	-1,296	$10,073,916	+11.0%	23	before history	1.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,827	-1,132	$8,872,424	+18.9%	23	before history	1.65%
QQQ	Invesco Qqq Trust, Series 1	Added	11,547	+38	$8,503,210	+28.0%	19	$432.43	1.58%
INTC	Intel Corp Technology	Reduced	56,118	-861	$7,835,756	+211.6%	8	$24.98	1.46%
VOO	VANGUARD 500 INDEX FUND	Added	11,358	+252	$7,800,787	+17.5%	23	before history	1.45%
VUG	VANGUARD GROWTH INDEX FUND	Added	83,599	+69,527	$7,201,217	+17.2%	23	before history	1.34%
MSFT	Microsoft Corp Technology	Reduced	15,706	-495	$5,858,652	−2.3%	23	before history	1.09%
GOOG	Alphabet Inc. Communication Services	Reduced	15,020	-26	$5,307,016	+23.0%	23	before history	0.99%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	41,406	+36,290	$4,948,845	—	23	before history	0.92%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	46,057	+1,335	$4,047,489	+18.2%	23	before history	0.75%
HYTI	FT Vest High Yield & Target Income ETF	Added	211,387	+22,194	$4,040,239	+10.9%	5	$19.80	0.75%
VTV	VANGUARD VALUE INDEX FUND	Reduced	18,227	-566	$3,972,210	+7.7%	23	before history	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,825	-152	$3,915,551	+2.4%	23	before history	0.73%
GLD	Spdr Gold Trust	Reduced	9,872	-143	$3,636,647	−15.6%	23	before history	0.68%
MU	Micron Technology Inc Technology	Added	3,065	+576	$3,537,898	+320.7%	5	$241.45	0.66%
IGLD	FT Vest Gold Strategy Target Income ETF	Reduced	165,895	-1,463	$3,493,748	−18.2%	21	$20.90	0.65%
PANW	Palo Alto Networks Inc Technology	Reduced	9,440	-233	$3,219,228	+107.6%	23	before history	0.60%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	3,169	-197	$2,964,504	−11.6%	23	before history	0.55%
SIGI	Selective Insurance Group Inc Financial Services	Held	29,805	0	$2,891,383	+28.7%	23	before history	0.54%
LQTI	FT Vest Investment Grade & Target Income ETF	Added	139,962	+4,074	$2,702,666	+1.6%	5	$20.08	0.50%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	7,255	-96	$2,653,153	+19.4%	23	before history	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,571	-515	$2,514,873	+4.1%	23	before history	0.47%
JNJ	Johnson & Johnson Healthcare	Reduced	9,493	-455	$2,410,937	−0.9%	23	before history	0.45%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	7,745	-335	$2,372,293	+14.1%	23	before history	0.44%
DFII	FT Vest Bitcoin Strategy & Target Income ETF	Added	190,221	+8,757	$2,115,257	−12.3%	5	$20.82	0.39%
META	Meta Platforms, Inc. Communication Services	Added	3,689	+258	$2,077,976	+5.9%	23	before history	0.39%
		Added	12,544	+2,203	$2,074,526	+87.0%	9	$82.88	0.39%
WFC	Wells Fargo & Company Financial Services	Reduced	24,317	-60	$2,009,556	+3.6%	23	before history	0.37%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	9,646	-139	$1,906,049	+5.7%	23	before history	0.35%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	31,504	-310	$1,881,733	−1.1%	23	before history	0.35%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,429	-536	$1,862,837	+0.9%	23	before history	0.35%
TROW	Price T Rowe Group Inc Financial Services	Reduced	16,181	-171	$1,839,617	+24.8%	2	$96.88	0.34%
LLY	ELI LILLY & Co Healthcare	Reduced	1,521	-4	$1,824,333	+30.1%	18	$566.64	0.34%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	52,878	+1,163	$1,769,297	+2.0%	23	before history	0.33%
NFLX	Netflix Inc Communication Services	Reduced	23,730	-909	$1,694,322	−28.5%	23	before history	0.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,077	-491	$1,594,361	−11.9%	23	before history	0.30%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	17,427	+716	$1,582,197	+19.8%	23	before history	0.29%
FSIG	First Trust Limited Duration Investment Grade Corporate ETF	Reduced	83,722	-1,279	$1,578,578	−1.9%	14	$18.75	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,693	-242	$1,536,159	+5.8%	23	before history	0.29%
		Reduced	10,000	-296	$1,529,210	+11.6%	23	before history	0.28%
RSP	Victory Portfolios II	Added	6,749	+56	$1,435,984	+11.8%	13	$149.01	0.27%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	16,295	+12,971	$1,432,493	—	23	before history	0.27%

Showing the top 50 of 241 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.