2026 Q1 Portfolio Activity
In 2026 Q1, Insight Advisors, LLC/ PA maintained a portfolio of 297 distinct positions. The most significant new addition was PRICE T ROWE GROUP INC, now representing 0.28% of the total fund value. They heavily accumulated shares in EA SERIES TRUST, increasing the position by 6.3%. The fund also reduced its exposure to WISDOMTREE TR by 97.1%.
Position History
hover any row below to update
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Total Positions
297
Quarter
2026 Q1
Top Holding
ATTR (17.0%)
Top 10 Concentration
58.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 297
Insight Advisors, LLC/ PA Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ATTR
EA SERIES TRUST
|
Unknown | 16.95% | 12.95% |
#1
Prev: #1
|
6.5 |
—
|
34,301 | 3.6% |
P
S
|
980,142 | $89,070,406 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CAOS
EA SERIES TRUST
|
Unknown | 15.55% | 12.57% |
#2
Prev: #2
|
6.0 |
—
|
-24,393 | -2.6% |
P
S
|
900,432 | $81,723,210 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 7.47% | 5.54% |
#3
Prev: #3
|
6.0 |
—
|
19,898 | 6.3% |
P
S
|
337,673 | $39,267,915 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 4.18% | 3.52% |
#4
1
Prev: #5
|
2.7 |
—
|
-359 | -1.1% |
P
S
|
33,739 | $21,941,477 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.10% | 3.63% |
#5
1
Prev: #4
|
2.6 |
—
|
-4,991 | -3.9% |
P
S
|
123,437 | $21,527,609 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 3.68% | 3.36% |
#6
Prev: #6
|
2.0 |
—
|
-5,525 | -6.8% |
P
S
|
76,241 | $19,349,470 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.02% | 1.82% |
#7
2
Prev: #9
|
1.3 |
—
|
-496 | -1.4% |
P
S
|
34,238 | $10,597,036 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.73% | 1.63% |
#8
2
Prev: #10
|
1.2 |
—
|
-3,019 | -6.5% |
P
S
|
43,563 | $9,072,866 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.42% | 1.21% |
#9
6
Prev: #15
|
1.1 |
—
|
448 | 1.8% |
P
S
|
25,959 | $7,464,766 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.26% | 1.16% |
#10
6
Prev: #16
|
1.0 |
—
|
-1,004 | -8.0% |
P
S
|
11,509 | $6,642,240 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.26% | 1.03% |
#11
8
Prev: #19
|
1.0 |
—
|
274 | 2.5% |
P
S
|
11,106 | $6,636,231 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.17% | 1.06% |
#12
6
Prev: #18
|
1.0 |
—
|
-263 | -1.8% |
P
S
|
14,072 | $6,146,537 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.14% | 1.30% |
#13
1
Prev: #12
|
1.0 |
—
|
-1,551 | -8.7% |
P
S
|
16,201 | $5,996,777 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.82% | 0.76% |
#14
8
Prev: #22
|
0.8 |
—
|
-960 | -6.0% |
P
S
|
15,046 | $4,316,292 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.82% | 0.59% |
#15
16
Prev: #31
|
0.8 |
—
|
136 | 1.4% |
P
S
|
10,015 | $4,309,355 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
ISHARES TR
|
ETF | 0.81% | 0.75% |
#16
7
Prev: #23
|
0.8 |
—
|
-650 | -9.0% |
P
S
|
6,549 | $4,277,987 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IGLD
FIRST TR EXCHAN...
|
ETF | 0.81% | 0.62% |
#17
13
Prev: #30
|
0.8 |
—
|
4,803 | 3.0% |
P
S
|
167,358 | $4,272,652 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.75% | 0.62% |
#18
10
Prev: #28
|
0.8 |
—
|
94 | 0.5% |
P
S
|
19,337 | $3,933,725 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.73% | 0.62% |
#19
10
Prev: #29
|
0.8 |
—
|
-165 | -2.0% |
P
S
|
7,977 | $3,822,579 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.70% | 0.55% |
#20
15
Prev: #35
|
0.8 |
—
|
-277 | -1.5% |
P
S
|
18,793 | $3,687,254 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HYTI
FIRST TR EXCHAN...
|
Unknown | 0.69% | 0.57% |
#21
13
Prev: #34
|
0.8 |
—
|
-1,618 | -0.8% |
P
S
|
189,193 | $3,643,879 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.68% | 0.58% |
#22
11
Prev: #33
|
0.8 |
—
|
14 | 0.3% |
P
S
|
5,116 | $3,569,888 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.65% | 0.51% |
#23
13
Prev: #36
|
2.3 |
—
|
3,012 | 7.2% |
P
S
|
44,722 | $3,423,097 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.64% | 0.42% |
#24
16
Prev: #40
|
0.8 |
—
|
117 | 3.6% |
P
S
|
3,366 | $3,354,977 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HECA
ETF OPPORTUNITI...
|
ETF | 0.61% | 0.12% |
#25
85
Prev: #110
|
3.2 |
—
|
82,035 | 283.5% |
P
S
|
110,976 | $3,203,881 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LQTI
FIRST TR EXCHAN...
|
Bond/Debt | 0.51% | 0.32% |
#26
29
Prev: #55
|
2.7 |
—
|
32,177 | 31.0% |
P
S
|
135,888 | $2,660,689 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
INTC
INTEL CORP
|
Technology | 0.48% | 0.32% |
#27
26
Prev: #53
|
0.7 |
—
|
24 | 0.0% |
P
S
|
56,979 | $2,514,484 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.46% | 0.31% |
#28
28
Prev: #56
|
0.7 |
—
|
-99 | -1.0% |
P
S
|
9,948 | $2,431,949 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.46% | 0.32% |
#29
23
Prev: #52
|
0.7 |
—
|
-238 | -1.2% |
P
S
|
20,086 | $2,416,100 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFII
FIRST TR EXCHAN...
|
Unknown | 0.46% | 0.36% |
#30
14
Prev: #44
|
2.7 |
—
|
47,100 | 35.1% |
P
S
|
181,464 | $2,413,237 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.45% | 0.34% |
#31
16
Prev: #47
|
0.7 |
—
|
485 | 2.0% |
P
S
|
24,639 | $2,369,042 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SIGI
SELECTIVE INS G...
|
Financial Services | 0.43% | 0.38% |
#32
11
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
29,805 | $2,246,999 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.42% | 0.34% |
#33
17
Prev: #50
|
0.7 |
—
|
-19 | -0.3% |
P
S
|
7,351 | $2,221,703 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.40% | 0.35% |
#34
11
Prev: #45
|
0.7 |
—
|
-300 | -3.6% |
P
S
|
8,080 | $2,079,288 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.37% | 0.30% |
#35
24
Prev: #59
|
2.1 |
—
|
479 | 16.2% |
P
S
|
3,431 | $1,963,112 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.37% | 0.34% |
#36
12
Prev: #48
|
0.6 |
—
|
118 | 0.5% |
P
S
|
24,377 | $1,940,650 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.36% | 0.34% |
#37
12
Prev: #49
|
0.6 |
—
|
-5,836 | -15.5% |
P
S
|
31,814 | $1,901,890 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.35% | 0.38% |
#38
4
Prev: #42
|
0.6 |
—
|
-682 | -12.1% |
P
S
|
4,965 | $1,845,741 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.34% | 0.24% |
#39
30
Prev: #69
|
0.6 |
—
|
57 | 0.4% |
P
S
|
14,568 | $1,810,428 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.34% | 0.27% |
#40
22
Prev: #62
|
0.6 |
—
|
-91 | -0.9% |
P
S
|
9,785 | $1,803,179 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 0.33% | 0.26% |
#41
22
Prev: #63
|
0.6 |
—
|
435 | 0.8% |
P
S
|
51,715 | $1,734,522 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.31% | 1.14% |
#42
25
Prev: #17
|
0.1 |
—
|
-115,161 | -78.0% |
P
S
|
32,443 | $1,653,944 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 0.31% | 0.24% |
#43
27
Prev: #70
|
0.6 |
—
|
-3,370 | -6.9% |
P
S
|
45,514 | $1,613,016 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FSIG
FIRST TR EXCHAN...
|
Unknown | 0.31% | 0.25% |
#44
24
Prev: #68
|
0.6 |
—
|
-347 | -0.4% |
P
S
|
85,001 | $1,609,912 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.31% | 0.28% |
#45
15
Prev: #60
|
2.1 |
—
|
541 | 5.2% |
P
S
|
10,993 | $1,608,056 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVW
ISHARES TR
|
Warrant | 0.30% | 0.26% |
#46
19
Prev: #65
|
0.6 |
—
|
-77 | -0.6% |
P
S
|
13,744 | $1,554,623 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.30% | 0.28% |
#47
14
Prev: #61
|
0.6 |
—
|
-253 | -2.5% |
P
S
|
9,673 | $1,550,775 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.29% | 0.21% |
#48
26
Prev: #74
|
0.6 |
—
|
412 | 1.4% |
P
S
|
30,081 | $1,528,360 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AGZ
ISHARES TR
|
Bond/Debt | 0.29% | 0.22% |
#49
24
Prev: #73
|
0.6 |
—
|
276 | 2.1% |
P
S
|
13,718 | $1,505,002 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.28% | — |
#50
Prev: #—
|
3.6 |
—
|
16,352 | — |
NEW
|
16,352 | $1,473,993 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 297 holdings