Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| EA Series TrustARIN TAC TAI ETF | ARIN TAC TAI ETF | $94.5M | 16.7% |
| EA Series TrustALPHA ARCHITECT | ALPHA ARCHITECT | $77.4M | 13.7% |
| EA Series TrustALPHA ARCH 1-3 | ALPHA ARCH 1-3 | $38M | 6.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $25.1M | 4.4% |
| Nvidia CorporationCOM | COM | $23.4M | 4.1% |
| Apple Inc.COM | COM | $21.6M | 3.8% |
| Broadcom Inc.COM | COM | $11.4M | 2.0% |
| Advanced Micro Devices Inc.COM | COM | $10.6M | 1.9% |
| Amazon Com Inc.COM | COM | $10.1M | 1.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $8.87M | 1.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $8.5M | 1.5% |
| Intel Corp.COM | COM | $7.84M | 1.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $7.8M | 1.4% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $7.2M | 1.3% |
| Microsoft Corp.COM | COM | $5.86M | 1.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.31M | 0.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $4.97M | 0.9% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $4.95M | 0.9% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $4.05M | 0.7% |
| First TR Exchange-traded FDVEST HIGH YIELD | VEST HIGH YIELD | $4.04M | 0.7% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $3.97M | 0.7% |
| ETF Opportunities TrustHEDGEYE CAPITAL | HEDGEYE CAPITAL | $3.96M | 0.7% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $3.92M | 0.7% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $3.64M | 0.6% |
| Micron Technology Inc.COM | COM | $3.54M | 0.6% |
| First TR Exchange-traded FDFT VEST GOLD | FT VEST GOLD | $3.49M | 0.6% |
| Palo Alto Networks Inc.COM | COM | $3.22M | 0.6% |
| Costco Wholesale CorporationCOM | COM | $2.97M | 0.5% |
| Selective Ins Group Inc.COM | COM | $2.89M | 0.5% |
| First TR Exchange-traded FDVEST INVESTMENT | VEST INVESTMENT | $2.7M | 0.5% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $2.65M | 0.5% |
| Merck & CO Inc.COM | COM | $2.51M | 0.4% |
| Johnson & JohnsonCOM | COM | $2.41M | 0.4% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $2.37M | 0.4% |
| First TR Exchange-traded FDFT VEST BITCOIN | FT VEST BITCOIN | $2.12M | 0.4% |
| Meta Platforms Inc.CL A | CL A | $2.08M | 0.4% |
| ETF Ser SolutionsDEFIA QUANT ETF | DEFIA QUANT ETF | $2.07M | 0.4% |
| Wells Fargo & COCOM | COM | $2.01M | 0.4% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $1.91M | 0.3% |
| First TR Exchange-traded FDFIRST TR ENH NEW | FIRST TR ENH NEW | $1.88M | 0.3% |
| Tesla Inc.COM | COM | $1.86M | 0.3% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $1.86M | 0.3% |
| Price T Rowe Group Inc.COM | COM | $1.84M | 0.3% |
| Eli Lilly & COCOM | COM | $1.82M | 0.3% |
| Global X FdsUS INFR DEV ETF | US INFR DEV ETF | $1.79M | 0.3% |
| SPDR Series TrustST INTER BD ETF | ST INTER BD ETF | $1.77M | 0.3% |
| Netflix Inc..COM | COM | $1.69M | 0.3% |
| Walmart Inc.COM | COM | $1.59M | 0.3% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $1.58M | 0.3% |
| First TR Exchange-traded FDLTD DUR INVT ETF | LTD DUR INVT ETF | $1.58M | 0.3% |
EA Series TrustARIN TAC TAI ETF$94.5M
- Class
- ARIN TAC TAI ETF
- Share
- 16.7%
EA Series TrustALPHA ARCHITECT$77.4M
- Class
- ALPHA ARCHITECT
- Share
- 13.7%
EA Series TrustALPHA ARCH 1-3$38M
- Class
- ALPHA ARCH 1-3
- Share
- 6.7%
State Str SPDR S&P 500 ETF TTR UNIT$25.1M
- Class
- TR UNIT
- Share
- 4.4%
Nvidia CorporationCOM$23.4M
- Class
- COM
- Share
- 4.1%
Apple Inc.COM$21.6M
- Class
- COM
- Share
- 3.8%
Broadcom Inc.COM$11.4M
- Class
- COM
- Share
- 2.0%
Advanced Micro Devices Inc.COM$10.6M
- Class
- COM
- Share
- 1.9%
Amazon Com Inc.COM$10.1M
- Class
- COM
- Share
- 1.8%
Alphabet Inc.CAP STK CL A$8.87M
- Class
- CAP STK CL A
- Share
- 1.6%
Invesco Qqq TRUNIT SER 1$8.5M
- Class
- UNIT SER 1
- Share
- 1.5%
Intel Corp.COM$7.84M
- Class
- COM
- Share
- 1.4%
Vanguard Index FdsS&P 500 ETF SHS$7.8M
- Class
- S&P 500 ETF SHS
- Share
- 1.4%
Vanguard Index FdsGROWTH ETF$7.2M
- Class
- GROWTH ETF
- Share
- 1.3%
Microsoft Corp.COM$5.86M
- Class
- COM
- Share
- 1.0%
Alphabet Inc.CAP STK CL C$5.31M
- Class
- CAP STK CL C
- Share
- 0.9%
iShares TRCORE S&P500 ETF$4.97M
- Class
- CORE S&P500 ETF
- Share
- 0.9%
Vanguard World FDINF TECH ETF$4.95M
- Class
- INF TECH ETF
- Share
- 0.9%
SPDR Series TrustST STR P500ETF$4.05M
- Class
- ST STR P500ETF
- Share
- 0.7%
First TR Exchange-traded FDVEST HIGH YIELD$4.04M
- Class
- VEST HIGH YIELD
- Share
- 0.7%
Vanguard Index FdsVALUE ETF$3.97M
- Class
- VALUE ETF
- Share
- 0.7%
ETF Opportunities TrustHEDGEYE CAPITAL$3.96M
- Class
- HEDGEYE CAPITAL
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL B NEW$3.92M
- Class
- CL B NEW
- Share
- 0.7%
SPDR Gold TRGOLD SHS$3.64M
- Class
- GOLD SHS
- Share
- 0.6%
Micron Technology Inc.COM$3.54M
- Class
- COM
- Share
- 0.6%
First TR Exchange-traded FDFT VEST GOLD$3.49M
- Class
- FT VEST GOLD
- Share
- 0.6%
Palo Alto Networks Inc.COM$3.22M
- Class
- COM
- Share
- 0.6%
Costco Wholesale CorporationCOM$2.97M
- Class
- COM
- Share
- 0.5%
Selective Ins Group Inc.COM$2.89M
- Class
- COM
- Share
- 0.5%
First TR Exchange-traded FDVEST INVESTMENT$2.7M
- Class
- VEST INVESTMENT
- Share
- 0.5%
Vanguard Index FdsSML CP GRW ETF$2.65M
- Class
- SML CP GRW ETF
- Share
- 0.5%
Merck & CO Inc.COM$2.51M
- Class
- COM
- Share
- 0.4%
Johnson & JohnsonCOM$2.41M
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsMCAP GR IDXVIP$2.37M
- Class
- MCAP GR IDXVIP
- Share
- 0.4%
First TR Exchange-traded FDFT VEST BITCOIN$2.12M
- Class
- FT VEST BITCOIN
- Share
- 0.4%
Meta Platforms Inc.CL A$2.08M
- Class
- CL A
- Share
- 0.4%
ETF Ser SolutionsDEFIA QUANT ETF$2.07M
- Class
- DEFIA QUANT ETF
- Share
- 0.4%
Wells Fargo & COCOM$2.01M
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsMCAP VL IDXVIP$1.91M
- Class
- MCAP VL IDXVIP
- Share
- 0.3%
First TR Exchange-traded FDFIRST TR ENH NEW$1.88M
- Class
- FIRST TR ENH NEW
- Share
- 0.3%
Tesla Inc.COM$1.86M
- Class
- COM
- Share
- 0.3%
iShares TRS&P 500 GRWT ETF$1.86M
- Class
- S&P 500 GRWT ETF
- Share
- 0.3%
Price T Rowe Group Inc.COM$1.84M
- Class
- COM
- Share
- 0.3%
Eli Lilly & COCOM$1.82M
- Class
- COM
- Share
- 0.3%
Global X FdsUS INFR DEV ETF$1.79M
- Class
- US INFR DEV ETF
- Share
- 0.3%
SPDR Series TrustST INTER BD ETF$1.77M
- Class
- ST INTER BD ETF
- Share
- 0.3%
Netflix Inc..COM$1.69M
- Class
- COM
- Share
- 0.3%
Walmart Inc.COM$1.59M
- Class
- COM
- Share
- 0.3%
SPDR Series TrustST STR PR SP1500$1.58M
- Class
- ST STR PR SP1500
- Share
- 0.3%
First TR Exchange-traded FDLTD DUR INVT ETF$1.58M
- Class
- LTD DUR INVT ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 241 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1844880
- File number
- 028-20711
- Options
- 0 call, 0 put
- In the 25 largest
- 70.6%
- Prior quarter
- $525M at 31 March 2026
- Positions opened
- 15
- Positions closed
- 17
Common questions
What are Insight Advisors’ 13F holdings worth?
$567 million across 241 positions for the quarter ended 30 June 2026.
What is Insight Advisors’ largest 13F holding?
EA SERIES TRUST (ARIN TAC TAI ETF) was the largest position at $94.5 million, or 16.7% of reported 13F value, as of 30 June 2026.
How concentrated is Insight Advisors’ 13F portfolio?
The ten largest positions accounted for 56.6% of reported value and the twenty-five largest for 70.6%, across 241 positions as of 30 June 2026.
Does Form 13F show everything Insight Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Insight Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.