Insight Advisors, LLC/ PA
CIK 1844880 · Holdings on Sep 30, 2025 · First reported Nov 10, 2025
Top ten holdings
Q3 2025- CAOS26.31%
- BOXX5.53%
- NVDA3.80%
- SPY3.47%
- AAPL3.26%
- QGRW2.42%
- DGRW2.41%
- AVGO1.76%
- AMZN1.58%
- MSFT1.41%
Share classes counted separately51.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CAOSWeight decreased · -1.72 pp28.03% → 26.31%Shares -38.43K (-1.96%)
- BOXXWeight decreased · -0.42 pp5.95% → 5.53%Shares -10.66K (-3.26%)
- AAPLWeight increased · +0.39 pp2.87% → 3.26%Shares -3.25K (-3.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CAOSALPHA ARCHITECT TAIL RISKALPHA ARCHITECT View history and evidence | $171.78M | 26.31% | 1.92M shares | 28.03% → 26.31%-1.72 pp -38.43K (-1.96%) | Reduced | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $36.07M | 5.53% | 316.72K shares | 5.95% → 5.53%-0.42 pp -10.66K (-3.26%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $24.83M | 3.80% | 133.08K shares | 3.43% → 3.80%+0.37 pp -1.40K (-1.04%) | Reduced | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $22.63M | 3.47% | 33.96K shares | 3.32% → 3.47%+0.15 pp +613 (+1.84%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $21.26M | 3.26% | 83.48K shares | 2.87% → 3.26%+0.39 pp -3.25K (-3.75%) | Reduced | ↗▾ |
| 06 | QGRWWISDOMTREE US QUALITY GROWTHUS QUALITY GROW View history and evidence | $15.80M | 2.42% | 275.47K shares | 2.33% → 2.42%+0.09 pp -80 (-0.03%) | Reduced | ↗▾ |
| 07 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $15.76M | 2.41% | 177.18K shares | 2.38% → 2.41%+0.03 pp +1.26K (+0.72%) | Added | ↗▾ |
| 08 | AVGOBROADCOM INC View history and evidence | $11.47M | 1.76% | 34.77K shares | 1.55% → 1.76%+0.21 pp -76 (-0.22%) | Reduced | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $10.34M | 1.58% | 47.08K shares | 1.67% → 1.58%-0.09 pp +4 (+0.01%) | Added | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $9.21M | 1.41% | 17.75K shares | 1.43% → 1.41%-0.02 pp -44 (-0.25%) | Reduced | ↗▾ |
Options overlay 5
$1.78M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
BACBANK OF AMERICA CORP View history and evidence | Put | 13.60K | $701.62K | 0 (0.00%) | ▾ |
CLOUGLOBAL X CLOUD COMPUTING ETFCLOUD COMPUTNG View history and evidence | Put | 21.41K | $497.95K | +21.41K | ▾ |
AMGNAMGEN INC View history and evidence | Put | 1.30K | $366.86K | 0 (0.00%) | ▾ |
3 / 5 options · preview only
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CLOU GLOBAL X CLOUD COMPUTING ETF | Non-derivative | -21,536 | -$502.44K | SEC filing ↗ | SEC filing ↗ |
| PINK SIMPLIFY HEALTH CARE ETF | Non-derivative | -13,231 | -$397.05K | SEC filing ↗ | SEC filing ↗ |
| RTX RTX CORP | Put | -2,400 | -$350.45K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844880 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 654566868
}Research all 289 reported holdings.
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