2026 Q3 Portfolio Activity
In 2026 Q3, Insight Advisors, LLC/ PA maintained a portfolio of 259 distinct positions. The most significant new addition was KENVUE INC, now representing 0.18% of the total fund value. They heavily accumulated shares in EA SERIES TRUST, increasing the position by 18.2%. The fund also reduced its exposure to EA SERIES TRUST by 27.1%.
Position History
hover any row below to update
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Total Positions
259
Quarter
2026 Q3
Top Holding
ATTR (20.1%)
Top 10 Concentration
56.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 259
Insight Advisors, LLC/ PA Full Holdings List — 2026 Q3
| 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
|
ETF | 20.05% | 16.66% |
#1
Prev: #1
|
8.0 |
—
|
183,198 | 18.2% |
P
S
|
1,188,007 | $113,989,153 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
CAOS
EA SERIES TRUST
|
Unknown | 9.95% | 13.65% |
#2
Prev: #2
|
5.5 |
—
|
-232,243 | -27.1% |
P
S
|
624,686 | $56,565,358 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 6.67% | 6.70% |
#3
Prev: #3
|
4.2 |
—
|
-4,403 | -1.4% |
P
S
|
320,419 | $37,934,531 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.56% | 4.12% |
#4
1
Prev: #5
|
2.8 |
—
|
-3,146 | -2.7% |
P
S
|
113,558 | $25,934,204 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 4.48% | 4.42% |
#5
1
Prev: #4
|
2.8 |
—
|
-225 | -0.7% |
P
S
|
33,382 | $25,457,123 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AAPL
APPLE INC
|
Technology | 4.19% | 3.81% |
#6
Prev: #6
|
2.2 |
—
|
-3,130 | -4.2% |
P
S
|
71,588 | $23,840,666 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.84% | 2.02% |
#7
Prev: #7
|
1.2 |
—
|
-531 | -1.8% |
P
S
|
29,734 | $10,442,124 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.75% | 1.78% |
#8
1
Prev: #9
|
1.2 |
—
|
-2,389 | -5.7% |
P
S
|
39,878 | $9,935,606 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.75% | 1.87% |
#9
1
Prev: #8
|
1.2 |
—
|
-2,012 | -11.0% |
P
S
|
16,239 | $9,934,371 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.48% | 1.50% |
#10
1
Prev: #11
|
1.1 |
—
|
-195 | -1.7% |
P
S
|
11,352 | $8,398,132 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.48% | 1.56% |
#11
1
Prev: #10
|
1.1 |
—
|
-422 | -1.7% |
P
S
|
24,405 | $8,397,414 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.42% | 1.38% |
#12
1
Prev: #13
|
1.1 |
—
|
125 | 1.1% |
P
S
|
11,483 | $8,048,214 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.33% | 1.27% |
#13
1
Prev: #14
|
1.0 |
—
|
266 | 0.3% |
P
S
|
83,865 | $7,557,024 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.32% | 1.03% |
#14
1
Prev: #15
|
1.0 |
—
|
-1,113 | -7.1% |
P
S
|
14,593 | $7,485,007 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
INTC
INTEL CORP
|
Technology | 1.19% | 1.38% |
#15
3
Prev: #12
|
1.0 |
—
|
-15 | -0.0% |
P
S
|
56,103 | $6,745,261 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.05% | 0.71% |
#16
3
Prev: #19
|
2.9 |
—
|
20,568 | 44.7% |
P
S
|
66,625 | $5,980,182 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.94% | 0.87% |
#17
1
Prev: #18
|
0.9 |
—
|
1,021 | 2.5% |
P
S
|
42,427 | $5,331,830 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
IVV
ISHARES TR
|
ETF | 0.89% | 0.88% |
#18
1
Prev: #17
|
0.9 |
—
|
-1 | -0.0% |
P
S
|
6,640 | $5,084,997 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.81% | 0.94% |
#19
3
Prev: #16
|
0.8 |
—
|
-1,471 | -9.8% |
P
S
|
13,549 | $4,616,752 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
IGLD
FIRST TR EXCHAN...
|
ETF | 0.75% | 0.62% |
#20
6
Prev: #26
|
2.8 |
—
|
44,472 | 26.8% |
P
S
|
210,367 | $4,274,659 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
HYTI
FIRST TR EXCHAN...
|
Unknown | 0.70% | 0.71% |
#21
1
Prev: #20
|
0.8 |
—
|
5,319 | 2.5% |
P
S
|
216,706 | $3,985,790 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.69% | 0.70% |
#22
1
Prev: #21
|
0.8 |
—
|
-101 | -0.6% |
P
S
|
18,126 | $3,916,741 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
HECA
ETF OPPORTUNITI...
|
ETF | 0.68% | 0.70% |
#23
1
Prev: #22
|
0.8 |
—
|
-2,325 | -1.6% |
P
S
|
142,871 | $3,886,095 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.68% | 0.69% |
#24
1
Prev: #23
|
0.8 |
—
|
-53 | -0.7% |
P
S
|
7,772 | $3,870,068 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.65% | 0.57% |
#25
2
Prev: #27
|
0.8 |
—
|
-128 | -1.4% |
P
S
|
9,312 | $3,699,750 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.64% | 0.64% |
#26
2
Prev: #24
|
0.8 |
—
|
-262 | -2.7% |
P
S
|
9,610 | $3,659,871 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.53% | 0.62% |
#27
2
Prev: #25
|
0.7 |
—
|
-228 | -7.4% |
P
S
|
2,837 | $3,021,884 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.51% | 0.52% |
#28
Prev: #28
|
0.7 |
—
|
-5 | -0.2% |
P
S
|
3,164 | $2,880,524 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
DFII
FIRST TR EXCHAN...
|
Unknown | 0.50% | 0.37% |
#29
6
Prev: #35
|
0.7 |
—
|
9,131 | 4.8% |
P
S
|
199,352 | $2,852,068 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.50% | 0.44% |
#30
2
Prev: #32
|
0.7 |
—
|
20 | 0.1% |
P
S
|
19,591 | $2,846,615 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.47% | 0.37% |
#31
5
Prev: #36
|
0.7 |
—
|
6 | 0.2% |
P
S
|
3,695 | $2,679,256 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SIGI
SELECTIVE INS G...
|
Financial Services | 0.44% | 0.51% |
#32
3
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
29,805 | $2,491,698 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
LQTI
FIRST TR EXCHAN...
|
Bond/Debt | 0.43% | 0.48% |
#33
3
Prev: #30
|
0.7 |
—
|
-4,747 | -3.4% |
P
S
|
135,215 | $2,441,975 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.43% | 0.47% |
#34
3
Prev: #31
|
0.7 |
—
|
-100 | -1.4% |
P
S
|
7,155 | $2,417,277 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.39% | 0.42% |
#35
1
Prev: #34
|
0.7 |
—
|
-65 | -0.8% |
P
S
|
7,680 | $2,243,294 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.39% | 0.43% |
#36
3
Prev: #33
|
0.7 |
—
|
-1,155 | -12.2% |
P
S
|
8,338 | $2,207,552 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
QTUM
ETF SER SOLUTIO...
|
Bond/Debt | 0.35% | 0.37% |
#37
Prev: #37
|
0.6 |
—
|
503 | 4.0% |
P
S
|
13,047 | $1,978,200 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.34% | 0.35% |
#38
Prev: #38
|
0.6 |
—
|
-315 | -1.3% |
P
S
|
24,002 | $1,921,378 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
IVW
ISHARES TR
|
Warrant | 0.34% | 0.33% |
#39
3
Prev: #42
|
0.6 |
—
|
-25 | -0.2% |
P
S
|
13,502 | $1,920,926 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.33% | 0.34% |
#40
1
Prev: #39
|
0.6 |
—
|
-25 | -0.3% |
P
S
|
9,621 | $1,881,194 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.33% | 0.33% |
#41
1
Prev: #40
|
0.6 |
—
|
-448 | -1.4% |
P
S
|
31,056 | $1,848,146 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.32% | 0.32% |
#42
2
Prev: #44
|
0.6 |
—
|
35 | 2.3% |
P
S
|
1,556 | $1,800,310 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SPIB
SPDR SERIES TRU...
|
Bond/Debt | 0.31% | 0.31% |
#43
3
Prev: #46
|
0.6 |
—
|
2,210 | 4.2% |
P
S
|
55,088 | $1,778,241 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.31% | 0.21% |
#44
28
Prev: #72
|
0.6 |
—
|
-1,044 | -10.1% |
P
S
|
9,329 | $1,744,990 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.30% | 0.32% |
#45
2
Prev: #43
|
0.6 |
—
|
-15 | -0.1% |
P
S
|
16,166 | $1,682,057 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.29% | 0.32% |
#46
1
Prev: #45
|
0.6 |
—
|
1,225 | 4.0% |
P
S
|
31,664 | $1,662,361 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.29% | 0.28% |
#47
2
Prev: #49
|
0.6 |
—
|
596 | 3.4% |
P
S
|
18,023 | $1,659,017 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AGZ
ISHARES TR
|
Bond/Debt | 0.28% | 0.27% |
#48
3
Prev: #51
|
0.6 |
—
|
629 | 4.4% |
P
S
|
14,854 | $1,582,545 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.28% | 0.30% |
#49
2
Prev: #47
|
0.6 |
—
|
-1,205 | -5.1% |
P
S
|
22,525 | $1,567,290 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.27% | 0.33% |
#50
9
Prev: #41
|
0.6 |
—
|
-43 | -1.0% |
P
S
|
4,386 | $1,556,196 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-22 |
Showing 1-50 of 259 holdings