Filed: 10/15/2024ACC: 0001172661-24-004249
📋 What this filing means
INSIGHT ADVISORS, LLC/ PA filed this quarterly 13F‑HR report disclosing 293 equity positions with a total reported market value of $580.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
293
Positions
$580.16M
Total AUM (reported)
7.45M
Total Shares
Allocation by class
ALPHA ARCHITECT$158.19M27.3%
COM$135.42M23.3%
ALPHA ARCH 1-3$38.13M6.6%
TR UNIT$12.96M2.2%
US QTLY DIV GRT$8.39M1.4%
US QUALITY GROW$7.62M1.3%
YIELD ENHANCD US$7.11M1.2%
Portfolio Concentration
Top 3$218.80M37.7%
4–10$74.42M12.8%
11–25$77.84M13.4%
Rest$209.10M36.0%
Top 3 weight
37.7%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 7.45M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole293
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings293
Rows:
EA SERIES TRUST
SOLEShares1.83M
TypeSH
Market value$158.19M
27.27%
Sole
0.00
Shared
0.00
None
1.83M
EA SERIES TRUST
SOLEShares350.02K
TypeSH
Market value$38.13M
6.57%
Sole
0.00
Shared
0.00
None
350.02K
APPLE INC
SOLEShares96.47K
TypeSH
Market value$22.48M
3.87%
Sole
0.00
Shared
0.00
None
96.47K
NVIDIA CORPORATION
SOLEShares173.62K
TypeSH
Market value$21.08M
3.63%
Sole
0.00
Shared
0.00
None
173.62K
SPDR S&P 500 ETF TR
SOLEShares22.59K
TypeSH
Market value$12.96M
2.23%
Sole
0.00
Shared
0.00
None
22.59K
AMAZON COM INC
SOLEShares48.02K
TypeSH
Market value$8.95M
1.54%
Sole
0.00
Shared
0.00
None
48.02K
WISDOMTREE TR
SOLEShares100.86K
TypeSH
Market value$8.39M
1.45%
Sole
0.00
Shared
0.00
None
100.86K
MICROSOFT CORP
SOLEShares19.29K
TypeSH
Market value$8.30M
1.43%
Sole
0.00
Shared
0.00
None
19.29K
WISDOMTREE TR
SOLEShares167.12K
TypeSH
Market value$7.62M
1.31%
Sole
0.00
Shared
0.00
None
167.12K
WISDOMTREE TR
SOLEShares158.96K
TypeSH
Market value$7.11M
1.23%
Sole
0.00
Shared
0.00
None
158.96K
WISDOMTREE TR
SOLEShares136.40K
TypeSH
Market value$6.67M
1.15%
Sole
0.00
Shared
0.00
None
136.40K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14K
TypeSH
Market value$6.44M
1.11%
Sole
0.00
Shared
0.00
None
14K
J P MORGAN EXCHANGE TRADED F
SOLEShares124.88K
TypeSH
Market value$6.36M
1.10%
Sole
0.00
Shared
0.00
None
124.88K
VANGUARD INDEX FDS
SOLEShares15.70K
TypeSH
Market value$6.03M
1.04%
Sole
0.00
Shared
0.00
None
15.70K
SPDR INDEX SHS FDS
SOLEShares159.20K
TypeSH
Market value$5.98M
1.03%
Sole
0.00
Shared
0.00
None
159.20K
FIRST TR EXCHANGE-TRADED FD
SOLEShares97.24K
TypeSH
Market value$5.82M
1.00%
Sole
0.00
Shared
0.00
None
97.24K
BROADCOM INC
SOLEShares33.42K
TypeSH
Market value$5.77M
0.99%
Sole
0.00
Shared
0.00
None
33.42K
ALPHABET INC
SOLEShares28.49K
TypeSH
Market value$4.76M
0.82%
Sole
0.00
Shared
0.00
None
28.49K
WISDOMTREE TR
SOLEShares100.25K
TypeSH
Market value$4.58M
0.79%
Sole
0.00
Shared
0.00
None
100.25K
INVESCO QQQ TR
SOLEShares9.30K
TypeSH
Market value$4.54M
0.78%
Sole
0.00
Shared
0.00
None
9.30K
VANGUARD INDEX FDS
SOLEShares8.28K
TypeSH
Market value$4.37M
0.75%
Sole
0.00
Shared
0.00
None
8.28K
ALPHABET INC
SOLEShares25.44K
TypeSH
Market value$4.22M
0.73%
Sole
0.00
Shared
0.00
None
25.44K
PACER FDS TR
SOLEShares71.42K
TypeSH
Market value$4.13M
0.71%
Sole
0.00
Shared
0.00
None
71.42K
SCHWAB STRATEGIC TR
SOLEShares48.86K
TypeSH
Market value$4.13M
0.71%
Sole
0.00
Shared
0.00
None
48.86K
J P MORGAN EXCHANGE TRADED F
SOLEShares79.46K
TypeSH
Market value$4.03M
0.69%
Sole
0.00
Shared
0.00
None
79.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 1.83M | SH | $158.19M 27.27% | 0.00 | 0.00 | 1.83M |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 350.02K | SH | $38.13M 6.57% | 0.00 | 0.00 | 350.02K |
APPLE INCSOLE | COM | 96.47K | SH | $22.48M 3.87% | 0.00 | 0.00 | 96.47K |
NVIDIA CORPORATIONSOLE | COM | 173.62K | SH | $21.08M 3.63% | 0.00 | 0.00 | 173.62K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 22.59K | SH | $12.96M 2.23% | 0.00 | 0.00 | 22.59K |
AMAZON COM INCSOLE | COM | 48.02K | SH | $8.95M 1.54% | 0.00 | 0.00 | 48.02K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 100.86K | SH | $8.39M 1.45% | 0.00 | 0.00 | 100.86K |
MICROSOFT CORPSOLE | COM | 19.29K | SH | $8.30M 1.43% | 0.00 | 0.00 | 19.29K |
WISDOMTREE TRSOLE | US QUALITY GROW | 167.12K | SH | $7.62M 1.31% | 0.00 | 0.00 | 167.12K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 158.96K | SH | $7.11M 1.23% | 0.00 | 0.00 | 158.96K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 136.40K | SH | $6.67M 1.15% | 0.00 | 0.00 | 136.40K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14K | SH | $6.44M 1.11% | 0.00 | 0.00 | 14K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 124.88K | SH | $6.36M 1.10% | 0.00 | 0.00 | 124.88K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.70K | SH | $6.03M 1.04% | 0.00 | 0.00 | 15.70K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 159.20K | SH | $5.98M 1.03% | 0.00 | 0.00 | 159.20K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 97.24K | SH | $5.82M 1.00% | 0.00 | 0.00 | 97.24K |
BROADCOM INCSOLE | COM | 33.42K | SH | $5.77M 0.99% | 0.00 | 0.00 | 33.42K |
ALPHABET INCSOLE | CAP STK CL C | 28.49K | SH | $4.76M 0.82% | 0.00 | 0.00 | 28.49K |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 100.25K | SH | $4.58M 0.79% | 0.00 | 0.00 | 100.25K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.30K | SH | $4.54M 0.78% | 0.00 | 0.00 | 9.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.28K | SH | $4.37M 0.75% | 0.00 | 0.00 | 8.28K |
ALPHABET INCSOLE | CAP STK CL A | 25.44K | SH | $4.22M 0.73% | 0.00 | 0.00 | 25.44K |
PACER FDS TRSOLE | US CASH COWS 100 | 71.42K | SH | $4.13M 0.71% | 0.00 | 0.00 | 71.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 48.86K | SH | $4.13M 0.71% | 0.00 | 0.00 | 48.86K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 79.46K | SH | $4.03M 0.69% | 0.00 | 0.00 | 79.46K |
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