Filed: 1/27/2025ACC: 0001172661-25-000365
📋 What this filing means
INSIGHT ADVISORS, LLC/ PA filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $592.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$592.55M
Total AUM (reported)
7.49M
Total Shares
Allocation by class
ALPHA ARCHITECT$167.58M28.3%
COM$142.19M24.0%
ALPHA ARCH 1-3$29.22M4.9%
TR UNIT$16.55M2.8%
US QUALITY GROW$9.86M1.7%
US QTLY DIV GRT$8.88M1.5%
YIELD ENHANCD US$8.25M1.4%
Portfolio Concentration
Top 3$222.57M37.6%
4–10$85.49M14.4%
11–25$83.34M14.1%
Rest$201.15M33.9%
Top 3 weight
37.6%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 7.49M
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
7.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole283
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings283
Rows:
EA SERIES TRUST
SOLEShares1.92M
TypeSH
Market value$167.58M
28.28%
Sole
0.00
Shared
0.00
None
1.92M
EA SERIES TRUST
SOLEShares265.15K
TypeSH
Market value$29.22M
4.93%
Sole
0.00
Shared
0.00
None
265.15K
APPLE INC
SOLEShares102.19K
TypeSH
Market value$25.76M
4.35%
Sole
0.00
Shared
0.00
None
102.19K
NVIDIA CORPORATION
SOLEShares168.97K
TypeSH
Market value$23.23M
3.92%
Sole
0.00
Shared
0.00
None
168.97K
SPDR S&P 500 ETF TR
SOLEShares28.13K
TypeSH
Market value$16.55M
2.79%
Sole
0.00
Shared
0.00
None
28.13K
AMAZON COM INC
SOLEShares48.48K
TypeSH
Market value$10.73M
1.81%
Sole
0.00
Shared
0.00
None
48.48K
WISDOMTREE TR
SOLEShares198.35K
TypeSH
Market value$9.86M
1.66%
Sole
0.00
Shared
0.00
None
198.35K
WISDOMTREE TR
SOLEShares109.70K
TypeSH
Market value$8.88M
1.50%
Sole
0.00
Shared
0.00
None
109.70K
WISDOMTREE TR
SOLEShares192.22K
TypeSH
Market value$8.25M
1.39%
Sole
0.00
Shared
0.00
None
192.22K
MICROSOFT CORP
SOLEShares18.80K
TypeSH
Market value$7.99M
1.35%
Sole
0.00
Shared
0.00
None
18.80K
BROADCOM INC
SOLEShares33K
TypeSH
Market value$7.78M
1.31%
Sole
0.00
Shared
0.00
None
33K
WISDOMTREE TR
SOLEShares145.60K
TypeSH
Market value$7.24M
1.22%
Sole
0.00
Shared
0.00
None
145.60K
ALPHABET INC
SOLEShares36.15K
TypeSH
Market value$6.89M
1.16%
Sole
0.00
Shared
0.00
None
36.15K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.72K
TypeSH
Market value$6.21M
1.05%
Sole
0.00
Shared
0.00
None
13.72K
SPDR INDEX SHS FDS
SOLEShares176.69K
TypeSH
Market value$6.04M
1.02%
Sole
0.00
Shared
0.00
None
176.69K
VANGUARD INDEX FDS
SOLEShares14.52K
TypeSH
Market value$6.01M
1.01%
Sole
0.00
Shared
0.00
None
14.52K
INVESCO QQQ TR
SOLEShares11.65K
TypeSH
Market value$6.01M
1.01%
Sole
0.00
Shared
0.00
None
11.65K
FIRST TR EXCHANGE-TRADED FD
SOLEShares94.61K
TypeSH
Market value$5.65M
0.95%
Sole
0.00
Shared
0.00
None
94.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares109.37K
TypeSH
Market value$5.56M
0.94%
Sole
0.00
Shared
0.00
None
109.37K
WISDOMTREE TR
SOLEShares119.51K
TypeSH
Market value$5.19M
0.88%
Sole
0.00
Shared
0.00
None
119.51K
VANGUARD INDEX FDS
SOLEShares8.76K
TypeSH
Market value$4.74M
0.80%
Sole
0.00
Shared
0.00
None
8.76K
SCHWAB STRATEGIC TR
SOLEShares168.05K
TypeSH
Market value$4.58M
0.77%
Sole
0.00
Shared
0.00
None
168.05K
ISHARES TR
SOLEShares6.75K
TypeSH
Market value$3.99M
0.67%
Sole
0.00
Shared
0.00
None
6.75K
PACER FDS TR
SOLEShares66.48K
TypeSH
Market value$3.73M
0.63%
Sole
0.00
Shared
0.00
None
66.48K
TESLA INC
SOLEShares8.90K
TypeSH
Market value$3.71M
0.63%
Sole
0.00
Shared
0.00
None
8.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 1.92M | SH | $167.58M 28.28% | 0.00 | 0.00 | 1.92M |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 265.15K | SH | $29.22M 4.93% | 0.00 | 0.00 | 265.15K |
APPLE INCSOLE | COM | 102.19K | SH | $25.76M 4.35% | 0.00 | 0.00 | 102.19K |
NVIDIA CORPORATIONSOLE | COM | 168.97K | SH | $23.23M 3.92% | 0.00 | 0.00 | 168.97K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 28.13K | SH | $16.55M 2.79% | 0.00 | 0.00 | 28.13K |
AMAZON COM INCSOLE | COM | 48.48K | SH | $10.73M 1.81% | 0.00 | 0.00 | 48.48K |
WISDOMTREE TRSOLE | US QUALITY GROW | 198.35K | SH | $9.86M 1.66% | 0.00 | 0.00 | 198.35K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 109.70K | SH | $8.88M 1.50% | 0.00 | 0.00 | 109.70K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 192.22K | SH | $8.25M 1.39% | 0.00 | 0.00 | 192.22K |
MICROSOFT CORPSOLE | COM | 18.80K | SH | $7.99M 1.35% | 0.00 | 0.00 | 18.80K |
BROADCOM INCSOLE | COM | 33K | SH | $7.78M 1.31% | 0.00 | 0.00 | 33K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 145.60K | SH | $7.24M 1.22% | 0.00 | 0.00 | 145.60K |
ALPHABET INCSOLE | CAP STK CL A | 36.15K | SH | $6.89M 1.16% | 0.00 | 0.00 | 36.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.72K | SH | $6.21M 1.05% | 0.00 | 0.00 | 13.72K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 176.69K | SH | $6.04M 1.02% | 0.00 | 0.00 | 176.69K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.52K | SH | $6.01M 1.01% | 0.00 | 0.00 | 14.52K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.65K | SH | $6.01M 1.01% | 0.00 | 0.00 | 11.65K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 94.61K | SH | $5.65M 0.95% | 0.00 | 0.00 | 94.61K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 109.37K | SH | $5.56M 0.94% | 0.00 | 0.00 | 109.37K |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 119.51K | SH | $5.19M 0.88% | 0.00 | 0.00 | 119.51K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.76K | SH | $4.74M 0.80% | 0.00 | 0.00 | 8.76K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 168.05K | SH | $4.58M 0.77% | 0.00 | 0.00 | 168.05K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.75K | SH | $3.99M 0.67% | 0.00 | 0.00 | 6.75K |
PACER FDS TRSOLE | US CASH COWS 100 | 66.48K | SH | $3.73M 0.63% | 0.00 | 0.00 | 66.48K |
TESLA INCSOLE | COM | 8.90K | SH | $3.71M 0.63% | 0.00 | 0.00 | 8.90K |
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