Filed: 11/10/2025ACC: 0001172661-25-004670
๐ What this filing means
INSIGHT ADVISORS, LLC/ PA filed this quarterly 13FโHR report disclosing 285 equity positions with a total reported market value of $654.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
285
Positions
$654.57M
Total AUM (reported)
7.85M
Total Shares
Allocation by class
ALPHA ARCHITECT$171.78M26.2%
COM$148.95M22.8%
ALPHA ARCH 1-3$36.07M5.5%
TR UNIT$22.63M3.5%
US QUALITY GROW$15.80M2.4%
US QTLY DIV GRT$15.76M2.4%
YIELD ENHANCD US$8.81M1.3%
Portfolio Concentration
Top 3$232.68M35.5%
4โ10$106.58M16.3%
11โ25$89.71M13.7%
Rest$225.59M34.5%
Top 3 weight
35.5%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 7.85M
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
7.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole285
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings285
Rows:
EA SERIES TRUST
SOLEShares1.92M
TypeSH
Market value$171.78M
26.24%
Sole
0.00
Shared
0.00
None
1.92M
EA SERIES TRUST
SOLEShares316.72K
TypeSH
Market value$36.07M
5.51%
Sole
0.00
Shared
0.00
None
316.72K
NVIDIA CORPORATION
SOLEShares133.08K
TypeSH
Market value$24.83M
3.79%
Sole
0.00
Shared
0.00
None
133.08K
SPDR S&P 500 ETF TR
SOLEShares33.96K
TypeSH
Market value$22.63M
3.46%
Sole
0.00
Shared
0.00
None
33.96K
APPLE INC
SOLEShares83.89K
TypeSH
Market value$21.37M
3.26%
Sole
0.00
Shared
0.00
None
83.89K
WISDOMTREE TR
SOLEShares275.47K
TypeSH
Market value$15.80M
2.41%
Sole
0.00
Shared
0.00
None
275.47K
WISDOMTREE TR
SOLEShares177.18K
TypeSH
Market value$15.76M
2.41%
Sole
0.00
Shared
0.00
None
177.18K
BROADCOM INC
SOLEShares34.77K
TypeSH
Market value$11.47M
1.75%
Sole
0.00
Shared
0.00
None
34.77K
AMAZON COM INC
SOLEShares47.08K
TypeSH
Market value$10.34M
1.58%
Sole
0.00
Shared
0.00
None
47.08K
MICROSOFT CORP
SOLEShares17.75K
TypeSH
Market value$9.21M
1.41%
Sole
0.00
Shared
0.00
None
17.75K
WISDOMTREE TR
SOLEShares198.99K
TypeSH
Market value$8.81M
1.35%
Sole
0.00
Shared
0.00
None
198.99K
WISDOMTREE TR
SOLEShares83.38K
TypeSH
Market value$7.59M
1.16%
Sole
0.00
Shared
0.00
None
83.38K
INVESCO QQQ TR
SOLEShares12.04K
TypeSH
Market value$7.24M
1.11%
Sole
0.00
Shared
0.00
None
12.04K
VANGUARD INDEX FDS
SOLEShares14.35K
TypeSH
Market value$6.88M
1.05%
Sole
0.00
Shared
0.00
None
14.35K
J P MORGAN EXCHANGE TRADED F
SOLEShares134.62K
TypeSH
Market value$6.87M
1.05%
Sole
0.00
Shared
0.00
None
134.62K
VANGUARD INDEX FDS
SOLEShares10.74K
TypeSH
Market value$6.58M
1.01%
Sole
0.00
Shared
0.00
None
10.74K
SPDR INDEX SHS FDS
SOLEShares149.43K
TypeSH
Market value$6.39M
0.98%
Sole
0.00
Shared
0.00
None
149.43K
ALPHABET INC
SOLEShares25.84K
TypeSH
Market value$6.29M
0.96%
Sole
0.00
Shared
0.00
None
25.84K
SCHWAB STRATEGIC TR
SOLEShares212.15K
TypeSH
Market value$5.79M
0.88%
Sole
0.00
Shared
0.00
None
212.15K
ISHARES TR
SOLEShares7.28K
TypeSH
Market value$4.88M
0.75%
Sole
0.00
Shared
0.00
None
7.28K
J P MORGAN EXCHANGE TRADED F
SOLEShares93.58K
TypeSH
Market value$4.75M
0.73%
Sole
0.00
Shared
0.00
None
93.58K
ALPHABET INC
SOLEShares18.89K
TypeSH
Market value$4.60M
0.70%
Sole
0.00
Shared
0.00
None
18.89K
WISDOMTREE TR
SOLEShares34.31K
TypeSH
Market value$4.39M
0.67%
Sole
0.00
Shared
0.00
None
34.31K
WISDOMTREE TR
SOLEShares86.32K
TypeSH
Market value$4.35M
0.66%
Sole
0.00
Shared
0.00
None
86.32K
WISDOMTREE TR
SOLEShares96.28K
TypeSH
Market value$4.29M
0.66%
Sole
0.00
Shared
0.00
None
96.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 1.92M | SH | $171.78M 26.24% | 0.00 | 0.00 | 1.92M |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 316.72K | SH | $36.07M 5.51% | 0.00 | 0.00 | 316.72K |
NVIDIA CORPORATIONSOLE | COM | 133.08K | SH | $24.83M 3.79% | 0.00 | 0.00 | 133.08K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 33.96K | SH | $22.63M 3.46% | 0.00 | 0.00 | 33.96K |
APPLE INCSOLE | COM | 83.89K | SH | $21.37M 3.26% | 0.00 | 0.00 | 83.89K |
WISDOMTREE TRSOLE | US QUALITY GROW | 275.47K | SH | $15.80M 2.41% | 0.00 | 0.00 | 275.47K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 177.18K | SH | $15.76M 2.41% | 0.00 | 0.00 | 177.18K |
BROADCOM INCSOLE | COM | 34.77K | SH | $11.47M 1.75% | 0.00 | 0.00 | 34.77K |
AMAZON COM INCSOLE | COM | 47.08K | SH | $10.34M 1.58% | 0.00 | 0.00 | 47.08K |
MICROSOFT CORPSOLE | COM | 17.75K | SH | $9.21M 1.41% | 0.00 | 0.00 | 17.75K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 198.99K | SH | $8.81M 1.35% | 0.00 | 0.00 | 198.99K |
WISDOMTREE TRSOLE | WISDOMTREE US VA | 83.38K | SH | $7.59M 1.16% | 0.00 | 0.00 | 83.38K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.04K | SH | $7.24M 1.11% | 0.00 | 0.00 | 12.04K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.35K | SH | $6.88M 1.05% | 0.00 | 0.00 | 14.35K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 134.62K | SH | $6.87M 1.05% | 0.00 | 0.00 | 134.62K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.74K | SH | $6.58M 1.01% | 0.00 | 0.00 | 10.74K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 149.43K | SH | $6.39M 0.98% | 0.00 | 0.00 | 149.43K |
ALPHABET INCSOLE | CAP STK CL A | 25.84K | SH | $6.29M 0.96% | 0.00 | 0.00 | 25.84K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 212.15K | SH | $5.79M 0.88% | 0.00 | 0.00 | 212.15K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.28K | SH | $4.88M 0.75% | 0.00 | 0.00 | 7.28K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 93.58K | SH | $4.75M 0.73% | 0.00 | 0.00 | 93.58K |
ALPHABET INCSOLE | CAP STK CL C | 18.89K | SH | $4.60M 0.70% | 0.00 | 0.00 | 18.89K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 34.31K | SH | $4.39M 0.67% | 0.00 | 0.00 | 34.31K |
WISDOMTREE TRSOLE | EUROPE HEDGED EQ | 86.32K | SH | $4.35M 0.66% | 0.00 | 0.00 | 86.32K |
WISDOMTREE TRSOLE | MORTGAGE PLUS BD | 96.28K | SH | $4.29M 0.66% | 0.00 | 0.00 | 96.28K |
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