Filed: 7/30/2025ACC: 0001172661-25-002808
📋 What this filing means
INSIGHT ADVISORS, LLC/ PA filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $623.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
280
Positions
$623.75M
Total AUM (reported)
7.78M
Total Shares
Allocation by class
ALPHA ARCHITECT$173.86M27.9%
COM$138.59M22.2%
ALPHA ARCH 1-3$36.89M5.9%
TR UNIT$20.60M3.3%
US QTLY DIV GRT$14.73M2.4%
US QUALITY GROW$14.48M2.3%
YIELD ENHANCD US$8.64M1.4%
Portfolio Concentration
Top 3$232.30M37.2%
4–10$98.00M15.7%
11–25$84.48M13.5%
Rest$208.97M33.5%
Top 3 weight
37.2%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 7.78M
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
7.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole280
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings280
Rows:
EA SERIES TRUST
SOLEShares1.96M
TypeSH
Market value$173.86M
27.87%
Sole
0.00
Shared
0.00
None
1.96M
EA SERIES TRUST
SOLEShares327.39K
TypeSH
Market value$36.89M
5.91%
Sole
0.00
Shared
0.00
None
327.39K
NVIDIA CORPORATION
SOLEShares136.38K
TypeSH
Market value$21.55M
3.45%
Sole
0.00
Shared
0.00
None
136.38K
SPDR S&P 500 ETF TR
SOLEShares33.35K
TypeSH
Market value$20.60M
3.30%
Sole
0.00
Shared
0.00
None
33.35K
APPLE INC
SOLEShares94.33K
TypeSH
Market value$19.35M
3.10%
Sole
0.00
Shared
0.00
None
94.33K
WISDOMTREE TR
SOLEShares175.92K
TypeSH
Market value$14.73M
2.36%
Sole
0.00
Shared
0.00
None
175.92K
WISDOMTREE TR
SOLEShares275.55K
TypeSH
Market value$14.48M
2.32%
Sole
0.00
Shared
0.00
None
275.55K
AMAZON COM INC
SOLEShares47.08K
TypeSH
Market value$10.33M
1.66%
Sole
0.00
Shared
0.00
None
47.08K
BROADCOM INC
SOLEShares34.84K
TypeSH
Market value$9.60M
1.54%
Sole
0.00
Shared
0.00
None
34.84K
MICROSOFT CORP
SOLEShares17.90K
TypeSH
Market value$8.90M
1.43%
Sole
0.00
Shared
0.00
None
17.90K
WISDOMTREE TR
SOLEShares198.12K
TypeSH
Market value$8.64M
1.39%
Sole
0.00
Shared
0.00
None
198.12K
WISDOMTREE TR
SOLEShares83.04K
TypeSH
Market value$7.17M
1.15%
Sole
0.00
Shared
0.00
None
83.04K
J P MORGAN EXCHANGE TRADED F
SOLEShares132.84K
TypeSH
Market value$6.76M
1.08%
Sole
0.00
Shared
0.00
None
132.84K
INVESCO QQQ TR
SOLEShares12.14K
TypeSH
Market value$6.70M
1.07%
Sole
0.00
Shared
0.00
None
12.14K
VANGUARD INDEX FDS
SOLEShares14.40K
TypeSH
Market value$6.31M
1.01%
Sole
0.00
Shared
0.00
None
14.40K
VANGUARD INDEX FDS
SOLEShares10.86K
TypeSH
Market value$6.17M
0.99%
Sole
0.00
Shared
0.00
None
10.86K
SPDR INDEX SHS FDS
SOLEShares149.44K
TypeSH
Market value$6.05M
0.97%
Sole
0.00
Shared
0.00
None
149.44K
SCHWAB STRATEGIC TR
SOLEShares209.79K
TypeSH
Market value$5.56M
0.89%
Sole
0.00
Shared
0.00
None
209.79K
J P MORGAN EXCHANGE TRADED F
SOLEShares96.38K
TypeSH
Market value$4.88M
0.78%
Sole
0.00
Shared
0.00
None
96.38K
FIRST TR EXCHANGE-TRADED FD
SOLEShares79.86K
TypeSH
Market value$4.78M
0.77%
Sole
0.00
Shared
0.00
None
79.86K
ALPHABET INC
SOLEShares25.79K
TypeSH
Market value$4.54M
0.73%
Sole
0.00
Shared
0.00
None
25.79K
ISHARES TR
SOLEShares7.31K
TypeSH
Market value$4.54M
0.73%
Sole
0.00
Shared
0.00
None
7.31K
WISDOMTREE TR
SOLEShares95.87K
TypeSH
Market value$4.26M
0.68%
Sole
0.00
Shared
0.00
None
95.87K
WISDOMTREE TR
SOLEShares85.64K
TypeSH
Market value$4.12M
0.66%
Sole
0.00
Shared
0.00
None
85.64K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.19K
TypeSH
Market value$3.98M
0.64%
Sole
0.00
Shared
0.00
None
8.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 1.96M | SH | $173.86M 27.87% | 0.00 | 0.00 | 1.96M |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 327.39K | SH | $36.89M 5.91% | 0.00 | 0.00 | 327.39K |
NVIDIA CORPORATIONSOLE | COM | 136.38K | SH | $21.55M 3.45% | 0.00 | 0.00 | 136.38K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 33.35K | SH | $20.60M 3.30% | 0.00 | 0.00 | 33.35K |
APPLE INCSOLE | COM | 94.33K | SH | $19.35M 3.10% | 0.00 | 0.00 | 94.33K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 175.92K | SH | $14.73M 2.36% | 0.00 | 0.00 | 175.92K |
WISDOMTREE TRSOLE | US QUALITY GROW | 275.55K | SH | $14.48M 2.32% | 0.00 | 0.00 | 275.55K |
AMAZON COM INCSOLE | COM | 47.08K | SH | $10.33M 1.66% | 0.00 | 0.00 | 47.08K |
BROADCOM INCSOLE | COM | 34.84K | SH | $9.60M 1.54% | 0.00 | 0.00 | 34.84K |
MICROSOFT CORPSOLE | COM | 17.90K | SH | $8.90M 1.43% | 0.00 | 0.00 | 17.90K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 198.12K | SH | $8.64M 1.39% | 0.00 | 0.00 | 198.12K |
WISDOMTREE TRSOLE | WISDOMTREE US VA | 83.04K | SH | $7.17M 1.15% | 0.00 | 0.00 | 83.04K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 132.84K | SH | $6.76M 1.08% | 0.00 | 0.00 | 132.84K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.14K | SH | $6.70M 1.07% | 0.00 | 0.00 | 12.14K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.40K | SH | $6.31M 1.01% | 0.00 | 0.00 | 14.40K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.86K | SH | $6.17M 0.99% | 0.00 | 0.00 | 10.86K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 149.44K | SH | $6.05M 0.97% | 0.00 | 0.00 | 149.44K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 209.79K | SH | $5.56M 0.89% | 0.00 | 0.00 | 209.79K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 96.38K | SH | $4.88M 0.78% | 0.00 | 0.00 | 96.38K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 79.86K | SH | $4.78M 0.77% | 0.00 | 0.00 | 79.86K |
ALPHABET INCSOLE | CAP STK CL A | 25.79K | SH | $4.54M 0.73% | 0.00 | 0.00 | 25.79K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.31K | SH | $4.54M 0.73% | 0.00 | 0.00 | 7.31K |
WISDOMTREE TRSOLE | MORTGAGE PLUS BD | 95.87K | SH | $4.26M 0.68% | 0.00 | 0.00 | 95.87K |
WISDOMTREE TRSOLE | EUROPE HEDGED EQ | 85.64K | SH | $4.12M 0.66% | 0.00 | 0.00 | 85.64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.19K | SH | $3.98M 0.64% | 0.00 | 0.00 | 8.19K |
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