INSIGHT ADVISORS LLC PA
Q2 2025 Form 13-F
NEWTOWN, PENNSYLVANIA
CIK 0001844880
· CRD 168057
· SEC-registered investment adviser
$623.7M Reported Value Total
INSIGHT ADVISORS, LLC reports 2,427 total accounts under management (AUM). There are 2,400 discretionary accounts valued at $700,359,160, and 27 non-discretionary accounts valued at $12,000,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-05-11
Reported value
$623.7M
Quarter over quarter
+6.8%
Holdings
280
Top-10 concentration
52.7%
Key People
Form ADV owners & control persons
Thomas Joseph Mcinerney
MANAGING MEMBER
Alexander Edward Butters
CHIEF COMPLIANCE OFFICER
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 30, 2025 |
| Form | 13F-HR |
| Reported value | $623.7M |
| Positions | 280 |
| Change in reported value | +8.5% |
| New positions | 25 |
| Exited positions | 20 |
| Position turnover | 15.0% |
| Top-10 concentration | 52.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
239 | $568.4M |
|
Q2 2026 13F
Filed Aug 5, 2026
|
241 | $567.3M |
|
Q1 2026 13F
Filed May 12, 2026
|
243 | $525.5M |
|
Q4 2025 13F
Filed Feb 11, 2026
|
282 | $660.7M |
|
Q3 2025 13F
Filed Nov 10, 2025
|
284 | $654.6M |
|
Q2 2025 13F
Filed Jul 30, 2025
|
280 | $623.7M |
|
Q1 2025 13F
Filed Apr 11, 2025
|
275 | $575.0M |
|
Q4 2024 13F
Filed Jan 27, 2025
|
283 | $592.5M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
293 | $580.2M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
285 | $553.7M |
|
Q1 2024 13F
Filed May 6, 2024
|
295 | $521.1M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
284 | $472.9M |
|
Q3 2023 13F
Filed Nov 7, 2023
|
275 | $437.6M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
284 | $447.7M |
|
Q1 2023 13F
Filed May 3, 2023
|
298 | $425.8M |
|
Q4 2022 13F
Filed Feb 21, 2023
|
314 | $285.8M |
|
Q3 2022 13F
Filed Dec 12, 2022
|
283 | $254.5M |
|
Q2 2022 13F
Filed Aug 11, 2022
|
300 | $294.8M |
|
Q1 2022 13F
Filed May 13, 2022
|
316 | $333.7M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
313 | $339.1M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CAOS EA SERIES TRUST | $173.9M | 27.87% |
| 2 | BOXX EA SERIES TRUST | $36.9M | 5.91% |
| 3 | NVDA NVIDIA CORPORATION | $21.2M | 3.41% |
| 4 | SPY SPDR S&P 500 ETF TR | $20.6M | 3.3% |
| 5 | AAPL APPLE INC | $17.8M | 2.85% |
| 6 | DGRW WISDOMTREE TR | $14.7M | 2.36% |
| 7 | QGRW WISDOMTREE TR | $14.5M | 2.32% |
| 8 | AMZN AMAZON COM INC | $10.3M | 1.66% |
| 9 | AVGO BROADCOM INC | $9.6M | 1.54% |
| 10 | MSFT MICROSOFT CORP | $8.9M | 1.42% |
| 11 | AGGY WISDOMTREE TR | $8.6M | 1.39% |
| 12 | WTV WISDOMTREE TR | $7.2M | 1.15% |
| 13 | JMST J P MORGAN EXCHANGE TRADED F | $6.8M | 1.08% |
| 14 | QQQ INVESCO QQQ TR | $6.7M | 1.07% |
| 15 | VUG VANGUARD INDEX FDS | $6.3M | 1.01% |
| 16 | VOO VANGUARD INDEX FDS | $6.2M | 0.99% |
| 17 | SPDW SPDR INDEX SHS FDS | $6.1M | 0.97% |
| 18 | SCHD SCHWAB STRATEGIC TR | $5.6M | 0.89% |
| 19 | JPST J P MORGAN EXCHANGE TRADED F | $4.9M | 0.78% |
| 20 | FTSM FIRST TR EXCHANGE-TRADED FD | $4.8M | 0.77% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.