Insight Advisors, LLC/ PA

CIK

1844880

Location

Newtown, PA

Portfolio Value

Small $562,567,286

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,555 / 8,798 ▼ 220 · as of Jun 2026

Top Industry

Semiconductors 31.6%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

23 quarters · since Dec 2020

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

37.3%

−5.3 pts

Top 5

54.9%

−4.5 pts

Top 10

67.4%

−2.8 pts

HHI

1,527

Moderately concentrated−397

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.8%	$375,910,947	46
Technology	17.3%	$97,562,895	25
Financial Services	4.1%	$22,797,757	25
Communication Services	3.4%	$18,854,728	6
Consumer Cyclical	2.7%	$14,947,509	10
Industrials	1.7%	$9,714,058	19
Healthcare	1.6%	$8,790,393	8
Consumer Defensive	1.3%	$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
VB	Vanguard Morningstar Small-Cap ETF	+68,613	148,106	$28,850,039
EDV	Vanguard World Funds Extended Duration ETF	+49,262	60,217	$6,978,890
AAPX	T-Rex 2X Long Apple Daily Target ETF	+33,650	182,380	$0
CAAA	First Trust AAA CMBS ETF	+24,907	509,382	$11,461,741
TE	T1 Energy Inc.	+22,800	59,800	$566,904
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+7,554	179,711	$21,021,076
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,514	55,785	$1,813,229
ADPV	Adaptiv Select ETF	+7,504	22,769	$667,040
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+7,262	359,942	$6,162,029
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+5,356	255,180	$12,410,945
BAB	Invesco Taxable Municipal Bond ETF	+4,230	33,772	$807,826
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+1,628	4,091	$784,449
VEU	Vanguard FTSE All-World Ex-US ETF	+1,542	29,072	$2,420,739
CLX	Clorox Co /De/	+1,089	4,311	$411,441
BIV	Vanguard Intermediate-Term Bond ETF	+955	7,974	$585,371
FSK	FS KKR Capital Corp	+683	16,423	$172,441
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+580	2,430	$1,160,495
MU	Micron Technology Inc	+576	3,065	$3,537,898
VEA	Vanguard FTSE Developed Markets ETF	+530	9,828	$700,245
IBM	International Business Machines Corp	+486	2,222	$624,848
ORCL	Oracle Corp	+416	2,805	$411,072
AGNG	Global X Funds Global X Aging Population ETF	+358	30,439	$1,793,465
ABI	VictoryShares Pioneer Asset-Based Income ETF	+337	18,378	$2,148,027
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	+282	12,426	$102,763
META	Meta Platforms, Inc.	+258	3,689	$2,077,976
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−32,609	14,331	$1,118,964
AAAA	Amplius Aggressive Asset Allocation ETF	−31,687	2,186,560	$209,965,787
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−28,339	73,202	$3,430,437
PHYS	Sprott Physical Gold Trust	−12,840	32,674	$985,774
NVDA	Nvidia Corp	−6,733	116,704	$23,351,303
PEG	Public Service Enterprise Group Inc	−4,567	5,626	$456,606
CWI	State Street SPDR MSCI ACWI ex-US ETF	−4,216	25,632	$1,334,002
AVGO	Broadcom Inc.	−3,973	30,265	$11,432,603
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−3,665	39,779	$631,690
IBIT	iShares Bitcoin Trust ETF	−2,872	14,258	$474,648
SLV	iShares Silver Trust	−1,843	11,873	$634,849
AAPL	Apple Inc.	−1,523	74,718	$21,620,400
AMZN	Amazon Com Inc	−1,296	42,267	$10,073,916
VZ	Verizon Communications Inc	−1,264	8,462	$358,281
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,232	34,093	$3,700,342
—		−1,175	51,921	$5,071,592
GOOGL	Alphabet Inc.	−1,158	39,847	$14,179,440
XOM	ExxonMobil Holdings Corp	−1,154	6,904	$943,914
AMD	Advanced Micro Devices Inc	−1,086	18,251	$10,602,188
IVZ	Invesco Ltd.	−994	7,367	$788,579
NVO	Novo Nordisk A S	−963	5,631	$269,950
NFLX	Netflix Inc	−909	23,730	$1,694,322
—		−883	8,706	$849,705
INTC	Intel Corp	−861	56,118	$7,835,756
NBIS	Nebius Group N.V.	−804	1,237	$341,622
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	42,623	$1,166,165
GLW	Corning Inc /Ny	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
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	3,575	$212,033
F	Ford Motor Co	10,902	$151,537
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
YELP	Yelp Inc	56,300	$1,392,862
ALB	Albemarle Corp	2,997	$538,051
NKE	NIKE, Inc.	5,972	$315,441
HON	Honeywell International Inc	1,371	$309,887
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. /De/	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

160 tracked positions · $562,567,286 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 160 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	2,186,560	-31,687	$209,965,787	−0.0%	37.32%
VB	Vanguard Morningstar Small-Cap ETF	Added	148,106	+68,613	$28,850,039	+43.9%	5.13%
SPY	Spdr S&P 500 ETF Trust	Reduced	33,607	-132	$25,096,699	+14.4%	4.46%
NVDA	Nvidia Corp Technology	Reduced	116,704	-6,733	$23,351,303	+8.5%	4.15%
AAPL	Apple Inc. Technology	Reduced	74,718	-1,523	$21,620,400	+11.7%	3.84%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	179,711	+7,554	$21,021,076	—	3.74%
GOOGL	Alphabet Inc. Communication Services	Reduced	39,847	-1,158	$14,179,440	+20.4%	2.52%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	255,180	+5,356	$12,410,945	+10.4%	2.21%
CAAA	First Trust AAA CMBS ETF	Added	509,382	+24,907	$11,461,741	+5.1%	2.04%
AVGO	Broadcom Inc. Technology	Reduced	30,265	-3,973	$11,432,603	+7.9%	2.03%
AMD	Advanced Micro Devices Inc Technology	Reduced	18,251	-1,086	$10,602,188	+169.5%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	42,267	-1,296	$10,073,916	+11.0%	1.79%
QQQ	Invesco Qqq Trust, Series 1	Added	11,547	+38	$8,503,210	+28.0%	1.51%
INTC	Intel Corp Technology	Reduced	56,118	-861	$7,835,756	+211.6%	1.39%
EDV	Vanguard World Funds Extended Duration ETF	Added	60,217	+49,262	$6,978,890	+457.9%	1.24%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	359,942	+7,262	$6,162,029	−14.5%	1.10%
MSFT	Microsoft Corp Technology	Reduced	15,706	-495	$5,858,652	−2.3%	1.04%
		Reduced	51,921	-1,175	$5,071,592	+5.7%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,825	-152	$3,915,551	+2.4%	0.70%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	34,093	-1,232	$3,700,342	+11.6%	0.66%
GLD	Spdr Gold Trust	Reduced	9,872	-143	$3,636,647	−15.6%	0.65%
MU	Micron Technology Inc Technology	Added	3,065	+576	$3,537,898	+320.7%	0.63%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	73,202	-28,339	$3,430,437	−32.1%	0.61%
PANW	Palo Alto Networks Inc Technology	Reduced	9,440	-233	$3,219,228	+107.6%	0.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,169	-197	$2,964,504	−11.6%	0.53%
SIGI	Selective Insurance Group Inc Financial Services	Held	29,805	0	$2,891,383	+28.7%	0.51%
		Reduced	32,307	-480	$2,802,520	+53.6%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,571	-515	$2,514,873	+4.1%	0.45%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	29,072	+1,542	$2,420,739	+17.6%	0.43%
JNJ	Johnson & Johnson Healthcare	Reduced	9,493	-455	$2,410,937	−0.9%	0.43%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	38,985	-37	$2,184,578	+18.4%	0.39%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	18,378	+337	$2,148,027	+12.8%	0.38%
META	Meta Platforms, Inc. Communication Services	Added	3,689	+258	$2,077,976	+5.9%	0.37%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	24,317	-60	$2,009,556	+3.6%	0.36%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,429	-536	$1,862,837	+0.9%	0.33%
TROW	Price T Rowe Group Inc Financial Services	Reduced	16,181	-171	$1,839,617	+24.8%	0.33%
LLY	ELI LILLY & Co Healthcare	Reduced	1,521	-4	$1,824,333	+30.1%	0.32%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	55,785	+7,514	$1,813,229	+24.9%	0.32%
AGNG	Global X Funds Global X Aging Population ETF	Added	30,439	+358	$1,793,465	+17.3%	0.32%
NFLX	Netflix Inc Communication Services	Reduced	23,730	-909	$1,694,322	−28.5%	0.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,077	-491	$1,594,361	−11.9%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,693	-242	$1,536,159	+5.8%	0.27%
CAT	Caterpillar Inc Industrials	Added	1,298	+7	$1,382,240	+51.1%	0.25%
AFK	VanEck Africa Index ETF	Reduced	2,089	-370	$1,370,154	+45.3%	0.24%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	25,632	-4,216	$1,334,002	−5.0%	0.24%
BX	Blackstone Inc. Financial Services	Reduced	11,161	-304	$1,313,314	−0.4%	0.23%
BAC	Bank Of America Corp /De/ Financial Services	Added	21,892	+19	$1,247,406	+17.0%	0.22%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,373	-620	$1,210,217	−24.7%	0.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,018	-243	$1,175,759	−1.5%	0.21%
DOW	Dow Inc. Basic Materials	NEW	42,623	NEW	$1,166,165	NEW	0.21%

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.