Filed: 4/11/2025ACC: 0001172661-25-001481
📋 What this filing means
INSIGHT ADVISORS, LLC/ PA filed this quarterly 13F‑HR report disclosing 275 equity positions with a total reported market value of $574.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
275
Positions
$574.99M
Total AUM (reported)
7.58M
Total Shares
Allocation by class
ALPHA ARCHITECT$170.98M29.7%
COM$127.73M22.2%
ALPHA ARCH 1-3$29.39M5.1%
TR UNIT$17.24M3.0%
US QTLY DIV GRT$10.78M1.9%
US QUALITY GROW$10.16M1.8%
YIELD ENHANCD US$9.02M1.6%
Portfolio Concentration
Top 3$222.89M38.8%
4–10$81.54M14.2%
11–25$75.81M13.2%
Rest$194.74M33.9%
Top 3 weight
38.8%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 7.58M
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
7.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole275
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings275
Rows:
EA SERIES TRUST
SOLEShares1.94M
TypeSH
Market value$170.98M
29.74%
Sole
0.00
Shared
0.00
None
1.94M
EA SERIES TRUST
SOLEShares263.56K
TypeSH
Market value$29.39M
5.11%
Sole
0.00
Shared
0.00
None
263.56K
APPLE INC
SOLEShares101.42K
TypeSH
Market value$22.53M
3.92%
Sole
0.00
Shared
0.00
None
101.42K
NVIDIA CORPORATION
SOLEShares166.27K
TypeSH
Market value$18.02M
3.13%
Sole
0.00
Shared
0.00
None
166.27K
SPDR S&P 500 ETF TR
SOLEShares30.82K
TypeSH
Market value$17.24M
3.00%
Sole
0.00
Shared
0.00
None
30.82K
WISDOMTREE TR
SOLEShares135.04K
TypeSH
Market value$10.78M
1.88%
Sole
0.00
Shared
0.00
None
135.04K
WISDOMTREE TR
SOLEShares231.46K
TypeSH
Market value$10.16M
1.77%
Sole
0.00
Shared
0.00
None
231.46K
AMAZON COM INC
SOLEShares48.72K
TypeSH
Market value$9.27M
1.61%
Sole
0.00
Shared
0.00
None
48.72K
WISDOMTREE TR
SOLEShares207.61K
TypeSH
Market value$9.02M
1.57%
Sole
0.00
Shared
0.00
None
207.61K
MICROSOFT CORP
SOLEShares18.76K
TypeSH
Market value$7.04M
1.23%
Sole
0.00
Shared
0.00
None
18.76K
SPDR INDEX SHS FDS
SOLEShares176.61K
TypeSH
Market value$6.43M
1.12%
Sole
0.00
Shared
0.00
None
176.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares114.31K
TypeSH
Market value$5.81M
1.01%
Sole
0.00
Shared
0.00
None
114.31K
WISDOMTREE TR
SOLEShares133.10K
TypeSH
Market value$5.78M
1.00%
Sole
0.00
Shared
0.00
None
133.10K
BROADCOM INC
SOLEShares34.36K
TypeSH
Market value$5.75M
1.00%
Sole
0.00
Shared
0.00
None
34.36K
INVESCO QQQ TR
SOLEShares12.19K
TypeSH
Market value$5.72M
0.99%
Sole
0.00
Shared
0.00
None
12.19K
SCHWAB STRATEGIC TR
SOLEShares194.20K
TypeSH
Market value$5.43M
0.94%
Sole
0.00
Shared
0.00
None
194.20K
VANGUARD INDEX FDS
SOLEShares14.58K
TypeSH
Market value$5.41M
0.94%
Sole
0.00
Shared
0.00
None
14.58K
FIRST TR EXCHANGE-TRADED FD
SOLEShares88.07K
TypeSH
Market value$5.27M
0.92%
Sole
0.00
Shared
0.00
None
88.07K
VANGUARD INDEX FDS
SOLEShares10.21K
TypeSH
Market value$5.25M
0.91%
Sole
0.00
Shared
0.00
None
10.21K
WISDOMTREE TR
SOLEShares95.54K
TypeSH
Market value$4.74M
0.82%
Sole
0.00
Shared
0.00
None
95.54K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.22K
TypeSH
Market value$4.38M
0.76%
Sole
0.00
Shared
0.00
None
8.22K
ISHARES TR
SOLEShares7.33K
TypeSH
Market value$4.12M
0.72%
Sole
0.00
Shared
0.00
None
7.33K
WISDOMTREE TR
SOLEShares89.73K
TypeSH
Market value$3.93M
0.68%
Sole
0.00
Shared
0.00
None
89.73K
PACER FDS TR
SOLEShares71.33K
TypeSH
Market value$3.91M
0.68%
Sole
0.00
Shared
0.00
None
71.33K
J P MORGAN EXCHANGE TRADED F
SOLEShares76.87K
TypeSH
Market value$3.89M
0.68%
Sole
0.00
Shared
0.00
None
76.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 1.94M | SH | $170.98M 29.74% | 0.00 | 0.00 | 1.94M |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 263.56K | SH | $29.39M 5.11% | 0.00 | 0.00 | 263.56K |
APPLE INCSOLE | COM | 101.42K | SH | $22.53M 3.92% | 0.00 | 0.00 | 101.42K |
NVIDIA CORPORATIONSOLE | COM | 166.27K | SH | $18.02M 3.13% | 0.00 | 0.00 | 166.27K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 30.82K | SH | $17.24M 3.00% | 0.00 | 0.00 | 30.82K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 135.04K | SH | $10.78M 1.88% | 0.00 | 0.00 | 135.04K |
WISDOMTREE TRSOLE | US QUALITY GROW | 231.46K | SH | $10.16M 1.77% | 0.00 | 0.00 | 231.46K |
AMAZON COM INCSOLE | COM | 48.72K | SH | $9.27M 1.61% | 0.00 | 0.00 | 48.72K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 207.61K | SH | $9.02M 1.57% | 0.00 | 0.00 | 207.61K |
MICROSOFT CORPSOLE | COM | 18.76K | SH | $7.04M 1.23% | 0.00 | 0.00 | 18.76K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 176.61K | SH | $6.43M 1.12% | 0.00 | 0.00 | 176.61K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 114.31K | SH | $5.81M 1.01% | 0.00 | 0.00 | 114.31K |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 133.10K | SH | $5.78M 1.00% | 0.00 | 0.00 | 133.10K |
BROADCOM INCSOLE | COM | 34.36K | SH | $5.75M 1.00% | 0.00 | 0.00 | 34.36K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.19K | SH | $5.72M 0.99% | 0.00 | 0.00 | 12.19K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 194.20K | SH | $5.43M 0.94% | 0.00 | 0.00 | 194.20K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.58K | SH | $5.41M 0.94% | 0.00 | 0.00 | 14.58K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 88.07K | SH | $5.27M 0.92% | 0.00 | 0.00 | 88.07K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.21K | SH | $5.25M 0.91% | 0.00 | 0.00 | 10.21K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 95.54K | SH | $4.74M 0.82% | 0.00 | 0.00 | 95.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.22K | SH | $4.38M 0.76% | 0.00 | 0.00 | 8.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.33K | SH | $4.12M 0.72% | 0.00 | 0.00 | 7.33K |
WISDOMTREE TRSOLE | MORTGAGE PLUS BD | 89.73K | SH | $3.93M 0.68% | 0.00 | 0.00 | 89.73K |
PACER FDS TRSOLE | US CASH COWS 100 | 71.33K | SH | $3.91M 0.68% | 0.00 | 0.00 | 71.33K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 76.87K | SH | $3.89M 0.68% | 0.00 | 0.00 | 76.87K |
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