2026 Q2 Portfolio Activity
In 2026 Q2, Insight Advisors, LLC/ PA maintained a portfolio of 258 distinct positions. The most significant new addition was DOW HLDGS INC, now representing 0.21% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 23.1%.
Position History
hover any row below to update
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Total Positions
258
Quarter
2026 Q2
Top Holding
ATTR (16.7%)
Top 10 Concentration
56.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 258
Insight Advisors, LLC/ PA Full Holdings List — 2026 Q2
| 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 | 16.66% | 16.95% |
#1
Prev: #1
|
6.5 |
—
|
24,667 | 2.5% |
P
S
|
1,004,809 | $94,499,775 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAOS
EA SERIES TRUST
|
Unknown | 13.65% | 15.55% |
#2
Prev: #2
|
6.0 |
—
|
-43,503 | -4.8% |
P
S
|
856,929 | $77,432,105 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 6.70% | 7.47% |
#3
Prev: #3
|
4.2 |
—
|
-12,851 | -3.8% |
P
S
|
324,822 | $38,033,536 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 4.42% | 4.18% |
#4
Prev: #4
|
2.8 |
—
|
-132 | -0.4% |
P
S
|
33,607 | $25,096,363 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.12% | 4.10% |
#5
Prev: #5
|
2.6 |
—
|
-6,733 | -5.5% |
P
S
|
116,704 | $23,351,158 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 3.81% | 3.68% |
#6
Prev: #6
|
2.0 |
—
|
-1,523 | -2.0% |
P
S
|
74,718 | $21,620,914 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.02% | 2.02% |
#7
Prev: #7
|
1.3 |
—
|
-3,973 | -11.6% |
P
S
|
30,265 | $11,432,287 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.87% | 0.75% |
#8
10
Prev: #18
|
1.2 |
—
|
-1,086 | -5.6% |
P
S
|
18,251 | $10,602,187 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.78% | 1.73% |
#9
1
Prev: #8
|
1.2 |
—
|
-1,296 | -3.0% |
P
S
|
42,267 | $10,073,918 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.56% | 1.42% |
#10
1
Prev: #9
|
1.1 |
—
|
-1,132 | -4.4% |
P
S
|
24,827 | $8,872,972 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.50% | 1.26% |
#11
1
Prev: #10
|
1.1 |
—
|
38 | 0.3% |
P
S
|
11,547 | $8,502,834 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
INTC
INTEL CORP
|
Technology | 1.38% | 0.48% |
#12
15
Prev: #27
|
1.1 |
—
|
-861 | -1.5% |
P
S
|
56,118 | $7,835,757 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.38% | 1.26% |
#13
2
Prev: #11
|
1.1 |
—
|
252 | 2.3% |
P
S
|
11,358 | $7,800,623 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.27% | 1.17% |
#14
2
Prev: #12
|
3.5 |
—
|
69,527 | 494.1% |
P
S
|
83,599 | $7,201,187 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.03% | 1.14% |
#15
2
Prev: #13
|
0.9 |
—
|
-495 | -3.1% |
P
S
|
15,706 | $5,858,416 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.94% | 0.82% |
#16
2
Prev: #14
|
0.9 |
—
|
-26 | -0.2% |
P
S
|
15,020 | $5,307,109 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVV
ISHARES TR
|
ETF | 0.88% | 0.81% |
#17
1
Prev: #16
|
0.9 |
—
|
92 | 1.4% |
P
S
|
6,641 | $4,973,985 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.87% | 0.68% |
#18
4
Prev: #22
|
3.3 |
—
|
36,290 | 709.3% |
P
S
|
41,406 | $4,948,895 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.71% | 0.65% |
#19
4
Prev: #23
|
0.8 |
—
|
1,335 | 3.0% |
P
S
|
46,057 | $4,047,591 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HYTI
FIRST TR EXCHAN...
|
Unknown | 0.71% | 0.69% |
#20
1
Prev: #21
|
2.3 |
—
|
22,194 | 11.7% |
P
S
|
211,387 | $4,040,254 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.70% | 0.70% |
#21
1
Prev: #20
|
0.8 |
—
|
-566 | -3.0% |
P
S
|
18,227 | $3,972,105 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HECA
ETF OPPORTUNITI...
|
ETF | 0.70% | 0.61% |
#22
3
Prev: #25
|
2.8 |
—
|
34,220 | 30.8% |
P
S
|
145,196 | $3,963,855 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.69% | 0.73% |
#23
4
Prev: #19
|
0.8 |
—
|
-152 | -1.9% |
P
S
|
7,825 | $3,915,552 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.64% | 0.82% |
#24
9
Prev: #15
|
0.8 |
—
|
-143 | -1.4% |
P
S
|
9,872 | $3,636,647 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.62% | 0.16% |
#25
63
Prev: #88
|
2.7 |
—
|
576 | 23.1% |
P
S
|
3,065 | $3,537,933 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IGLD
FIRST TR EXCHAN...
|
ETF | 0.62% | 0.81% |
#26
9
Prev: #17
|
0.7 |
—
|
-1,463 | -0.9% |
P
S
|
165,895 | $3,493,728 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.57% | 0.30% |
#27
20
Prev: #47
|
0.7 |
—
|
-233 | -2.4% |
P
S
|
9,440 | $3,219,230 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.52% | 0.64% |
#28
4
Prev: #24
|
0.7 |
—
|
-197 | -5.9% |
P
S
|
3,169 | $2,966,200 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SIGI
SELECTIVE INS G...
|
Financial Services | 0.51% | 0.43% |
#29
3
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
29,805 | $2,891,383 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LQTI
FIRST TR EXCHAN...
|
Bond/Debt | 0.48% | 0.51% |
#30
4
Prev: #26
|
0.7 |
—
|
4,074 | 3.0% |
P
S
|
139,962 | $2,702,664 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.47% | 0.42% |
#31
2
Prev: #33
|
0.7 |
—
|
-96 | -1.3% |
P
S
|
7,255 | $2,653,134 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.44% | 0.46% |
#32
3
Prev: #29
|
0.7 |
—
|
-515 | -2.6% |
P
S
|
19,571 | $2,514,785 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.43% | 0.46% |
#33
5
Prev: #28
|
0.7 |
—
|
-455 | -4.6% |
P
S
|
9,493 | $2,410,986 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.42% | 0.40% |
#34
Prev: #34
|
0.7 |
—
|
-335 | -4.1% |
P
S
|
7,745 | $2,372,217 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFII
FIRST TR EXCHAN...
|
Unknown | 0.37% | 0.46% |
#35
5
Prev: #30
|
0.6 |
—
|
8,757 | 4.8% |
P
S
|
190,221 | $2,115,253 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.37% | 0.37% |
#36
1
Prev: #35
|
2.1 |
—
|
258 | 7.5% |
P
S
|
3,689 | $2,077,969 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QTUM
ETF SER SOLUTIO...
|
Bond/Debt | 0.37% | 0.21% |
#37
32
Prev: #69
|
2.6 |
—
|
2,203 | 21.3% |
P
S
|
12,544 | $2,074,443 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.35% | 0.37% |
#38
2
Prev: #36
|
0.6 |
—
|
-60 | -0.2% |
P
S
|
24,317 | $2,009,580 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.34% | 0.34% |
#39
1
Prev: #40
|
0.6 |
—
|
-139 | -1.4% |
P
S
|
9,646 | $1,906,050 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.33% | 0.36% |
#40
3
Prev: #37
|
0.6 |
—
|
-310 | -1.0% |
P
S
|
31,504 | $1,881,757 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.33% | 0.35% |
#41
3
Prev: #38
|
0.6 |
—
|
-536 | -10.8% |
P
S
|
4,429 | $1,862,838 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVW
ISHARES TR
|
Warrant | 0.33% | 0.30% |
#42
4
Prev: #46
|
0.6 |
—
|
-217 | -1.6% |
P
S
|
13,527 | $1,860,318 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 0.32% | 0.28% |
#43
7
Prev: #50
|
0.6 |
—
|
-171 | -1.0% |
P
S
|
16,181 | $1,839,606 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.32% | 0.27% |
#44
8
Prev: #52
|
0.6 |
—
|
-4 | -0.3% |
P
S
|
1,521 | $1,823,893 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.32% | 0.29% |
#45
3
Prev: #48
|
0.6 |
—
|
358 | 1.2% |
P
S
|
30,439 | $1,793,400 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPIB
SPDR SERIES TRU...
|
Bond/Debt | 0.31% | 0.33% |
#46
5
Prev: #41
|
0.6 |
—
|
1,163 | 2.2% |
P
S
|
52,878 | $1,769,297 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.30% | 0.45% |
#47
16
Prev: #31
|
0.6 |
—
|
-909 | -3.7% |
P
S
|
23,730 | $1,694,322 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.28% | 0.34% |
#48
9
Prev: #39
|
0.6 |
—
|
-491 | -3.4% |
P
S
|
14,077 | $1,594,344 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.28% | 0.25% |
#49
7
Prev: #56
|
0.6 |
—
|
716 | 4.3% |
P
S
|
17,427 | $1,582,231 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FSIG
FIRST TR EXCHAN...
|
ETF | 0.28% | 0.31% |
#50
6
Prev: #44
|
0.6 |
—
|
-1,279 | -1.5% |
P
S
|
83,722 | $1,578,579 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 258 holdings