Insight Advisors, LLC/ PA

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CIK 1844880

13F portfolio (2026-Q1)

$525M

Positions

243

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

243

Top 5

48.2%

Top 10

58.4%

Effective N

15.1

HHI

0.066

This quarter

14 new · 0 exit →

By sector

Unclassified70.5%

Information Technology13.7%

Consumer Discretionary4.4%

Financials3.3%

Communication Services3.2%

Health Care1.5%

Industrials1.3%

Materials0.7%

Other1.3%

By market cap

Unknown70.9%

Mega (>$200B)24.4%

Large ($10–200B)3.5%

Mid ($2–10B)0.7%

Small ($300M–2B)0.4%

By region

Other70.5%

North America29.3%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	71.27%	141
Semiconductors & Semiconductor Equipment	7.81%	10
Technology Hardware & Equipment	4.15%	5
Specialty Retail	3.13%	8
Software & IT Services	2.62%	3
Software	1.61%	4
Pharmaceuticals & Biotechnology	1.54%	8
Banks	1.23%	6
Capital Markets	0.75%	5
Utilities	0.62%	6
Machinery	0.56%	5
Chemicals	0.55%	6
Aerospace & Defense	0.52%	5
Automobiles & Components	0.50%	2
Media & Entertainment	0.45%	1
Insurance	0.43%	1
Commercial Services & Supplies	0.36%	5
Distributors	0.35%	4
Oil, Gas & Consumable Fuels	0.33%	2
Diversified Consumer Services	0.27%	1
Hotels, Restaurants & Leisure	0.16%	2
Beverages	0.15%	2
Metals & Mining	0.12%	2
Tobacco	0.11%	2
Diversified Telecommunication Services	0.09%	1
Professional Services	0.08%	1
Communications Equipment	0.08%	1
Electrical Equipment & Components	0.05%	1
Entertainment	0.04%	1
Equity Real Estate Investment Trusts (REITs)	0.04%	1
Household Durables	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	ATTR	EA SERIES TRUST	Unclassified	16.95%
2	CAOS	EA SERIES TRUST	Unclassified	15.55%
3	BOXX	EA SERIES TRUST	Unclassified	7.47%
4	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	4.18%
5	NVDA	NVIDIA CORP	Information Technology	4.10%
6	AAPL	Apple Inc.	Information Technology	3.68%
7	AVGO	Broadcom Inc.	Information Technology	2.02%
8	AMZN	AMAZON COM INC	Consumer Discretionary	1.73%
9	GOOGL	Alphabet Inc.	Communication Services	1.42%
10	QQQ	INVESCO QQQ TR	Unclassified	1.26%

103/243 names classified · sector 29.5% of weight · industry 28.7% · mkt cap 29.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyAAPL, NVDA, MSFT, AMD, AVGO · other

Consumer DiscretionaryAMZN, TSLA, HD, COST, CWH · other

FinancialsSIGI, PYPL, BRK.B, DJP, C · other

Communication ServicesGOOGL, NFLX, META, GOOG, ROKU · other

Health CareMRK, JNJ, PFE, NVS, ABBV · other

IndustrialsDE, RTX, CAT, FDX, LYFT · other

MaterialsPG, NKE, CL, CLX, MP · other

UtilitiesPEG, CWEN, ED, CEG, EPD · other

Consumer StaplesPEP, HSY, KO, CVS, MO · other

EnergyXOM, CVX, OXY, HAL, DVN · other

Real EstateAMT, AGNC, PLD

UnclassifiedCAOS, BOXX, SPY, ATTR, QGRW · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 29.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 28% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (92 classified)Insight Advisors, LLC/ PA centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsHealth CareIndustrialsMaterialsUtilitiesEnergyConsumer Staples

Style box summary for Insight Advisors, LLC/ PA: centroid Large Growth. Heaviest cells: Large Growth 15.3%, Large Core 7.7%, Large Value 2.9%.

Classified: 28.2% of book weight (92/243 names) · unclassified 71.8%: ATTR, CAOS, BOXX, SPY, QQQ, VOO, VUG, GLD, IVV, IGLD +141 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 243 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ATTREA SERIES TRUST	980,142	$89M	17.0%	ADD 4%
2	CAOSEA SERIES TRUST	900,432	$82M	15.6%	TRIM −3%
3	BOXXEA SERIES TRUST	337,673	$39M	7.5%	ADD 6%
4	SPYSTATE STR SPDR S&P 500 ETF T	33,739	$22M	4.2%	HOLD
5	NVDANVIDIA CORPORATION	123,437	$22M	4.1%	TRIM −4%
6	AAPLAPPLE INC	76,241	$19M	3.7%	TRIM −7%
7	AVGOBROADCOM INC	34,238	$11M	2.0%	HOLD
8	AMZNAMAZON COM INC	43,563	$9M	1.7%	TRIM −6%
9	GOOGLALPHABET INC	25,959	$7M	1.4%	HOLD
10	QQQINVESCO QQQ TR	11,509	$7M	1.3%	TRIM −8%
11	VOOVANGUARD INDEX FDS	11,106	$7M	1.3%	ADD 3%
12	VUGVANGUARD INDEX FDS	14,072	$6M	1.2%	HOLD
13	MSFTMICROSOFT CORP	16,201	$6M	1.1%	TRIM −9%
14	GOOGALPHABET INC	15,046	$4M	0.8%	TRIM −6%
15	GLDSPDR GOLD TR	10,015	$4M	0.8%	HOLD
16	IVVISHARES TR	6,549	$4M	0.8%	TRIM −9%
17	IGLDFIRST TR EXCHANGE-TRADED FD	167,358	$4M	0.8%	ADD 3%
18	AMDADVANCED MICRO DEVICES INC	19,337	$4M	0.7%	HOLD
19	BRK.BBERKSHIRE HATHAWAY INC DEL	7,977	$4M	0.7%	TRIM −2%
20	VTVVANGUARD INDEX FDS	18,793	$4M	0.7%	HOLD
21	HYTIFIRST TR EXCHANGE-TRADED FD	189,193	$4M	0.7%	HOLD
22	VGTVANGUARD WORLD FD	5,116	$4M	0.7%	HOLD
23	SPYMSPDR SERIES TRUST	44,722	$3M	0.7%	ADD 7%
24	COSTCOSTCO WHSL CORP NEW	3,366	$3M	0.6%	ADD 4%
25	HECAETF OPPORTUNITIES TRUST	110,976	$3M	0.6%	ADD 283%
26	LQTIFIRST TR EXCHANGE-TRADED FD	135,888	$3M	0.5%	ADD 31%
27	INTCINTEL CORP	56,979	$3M	0.5%	HOLD
28	JNJJOHNSON & JOHNSON	9,948	$2M	0.5%	HOLD
29	MRKMERCK & CO INC	20,086	$2M	0.5%	HOLD
30	DFIIFIRST TR EXCHANGE-TRADED FD	181,464	$2M	0.5%	ADD 35%
31	NFLXNETFLIX INC	24,639	$2M	0.5%	ADD 2%
32	SIGISELECTIVE INS GROUP INC	29,805	$2M	0.4%	HOLD
33	VBKVANGUARD INDEX FDS	7,351	$2M	0.4%	HOLD
34	VOTVANGUARD INDEX FDS	8,080	$2M	0.4%	TRIM −4%
35	METAMETA PLATFORMS INC	3,431	$2M	0.4%	ADD 16%
36	WFCWELLS FARGO CO NEW	24,377	$2M	0.4%	HOLD
37	FTSMFIRST TR EXCHANGE-TRADED FD	31,814	$2M	0.4%	TRIM −16%
38	TSLATESLA INC	4,965	$2M	0.4%	TRIM −12%
39	WMTWALMART INC	14,568	$2M	0.3%	HOLD
40	VOEVANGUARD INDEX FDS	9,785	$2M	0.3%	HOLD
41	SPIBSPDR SERIES TRUST	51,715	$2M	0.3%	HOLD
42	JMSTJ P MORGAN EXCHANGE TRADED F	32,443	$2M	0.3%	TRIM −78%
43	PHYSSprott Physical Gold Trust	45,514	$2M	0.3%	TRIM −7%
44	FSIGFIRST TR EXCHANGE-TRADED FD	85,001	$2M	0.3%	HOLD
45	PLTRPALANTIR TECHNOLOGIES INC	10,993	$2M	0.3%	ADD 5%
46	IVWISHARES TR	13,744	$2M	0.3%	HOLD
47	PANWPALO ALTO NETWORKS INC	9,673	$2M	0.3%	TRIM −3%
48	PAVEGLOBAL X FDS	30,081	$2M	0.3%	HOLD
49	AGZISHARES TR	13,718	$2M	0.3%	ADD 2%
50	TROWPRICE T ROWE GROUP INC	16,352	$1M	0.3%	NEW
51	JPMJPMORGAN CHASE & CO	4,935	$1M	0.3%	HOLD
52	LLYELI LILLY & CO	1,525	$1M	0.3%	HOLD
53	YELPYELP INC	56,300	$1M	0.3%	NEW
54	ONEOSPDR SERIES TRUST	10,296	$1M	0.3%	HOLD
55	XOMEXXON MOBIL CORP	8,058	$1M	0.3%	TRIM −15%
56	SPTMSPDR SERIES TRUST	16,711	$1M	0.3%	HOLD
57	BXBLACKSTONE INC	11,465	$1M	0.3%	TRIM −23%
58	DGROISHARES CORE DIVIDEND GROWTH ETF	18,364	$1M	0.2%	TRIM −26%
59	RSPINVESCO EXCHANGE TRADED FD T	6,693	$1M	0.2%	HOLD
60	VBRVANGUARD INDEX FDS	5,756	$1M	0.2%	HOLD
61	FALNISHARES TR	46,210	$1M	0.2%	ADD 2%
62	SPYDSPDR SERIES TRUST	27,113	$1M	0.2%	TRIM −4%
63	MGKVanguard Mega Cap Growth ETF	3,324	$1M	0.2%	HOLD
64	PGPROCTER AND GAMBLE CO	8,261	$1M	0.2%	HOLD
65	IBNDSPDR SER TR	38,210	$1M	0.2%	ADD 3%
66	SMLVSPDR SERIES TRUST	8,645	$1M	0.2%	HOLD
67	VEUVANGUARD INTL EQUITY INDEX F	15,303	$1M	0.2%	ADD 15%
68	IWFISHARES TR	2,642	$1M	0.2%	HOLD
69	QTUMETF SER SOLUTIONS	10,341	$1M	0.2%	ADD 2%
70	IWMISHARES TR	4,455	$1M	0.2%	ADD 10%
71	RTXRTX CORPORATION	5,724	$1M	0.2%	HOLD
72	SPTISPDR SERIES TRUST	38,051	$1M	0.2%	ADD 2%
73	RDVIFT Vest. Ris. Div. Ach. Trg. Inc. ETF	42,579	$1M	0.2%	HOLD
74	VIGVANGUARD SPECIALIZED FUNDS	5,041	$1M	0.2%	TRIM −34%
75	HDHOME DEPOT INC	3,267	$1M	0.2%	HOLD
76	BACBANK AMERICA CORP	21,873	$1M	0.2%	HOLD
77	BBINJ P MORGAN EXCHANGE TRADED F	14,497	$1M	0.2%	HOLD
78	HGROETF OPPORTUNITIES TRUST	37,754	$1M	0.2%	ADD 32%
79	AGGYWISDOMTREE TR	23,508	$1M	0.2%	TRIM −89%
80	SMHVANECK ETF TRUST	2,459	$942,745	0.2%	ADD 3%
81	SLVISHARES SILVER TR	13,716	$934,608	0.2%	TRIM −19%
82	AXPAMERICAN EXPRESS CO	3,083	$932,705	0.2%	TRIM −45%
83	CEGCONSTELLATION ENERGY CORP	3,304	$922,753	0.2%	HOLD
84	IJRISHARES TR	7,409	$920,869	0.2%	TRIM −6%
85	CATCATERPILLAR INC	1,291	$914,433	0.2%	HOLD
86	SCHDSCHWAB STRATEGIC TR	29,467	$904,059	0.2%	TRIM −86%
87	AOAISHARES TR	9,589	$848,514	0.2%	HOLD
88	MUMICRON TECHNOLOGY INC	2,489	$840,887	0.2%	HOLD
89	FVFIRST TR EXCHANGE TRADED FD	13,868	$838,151	0.2%	HOLD
90	PEGPUBLIC SVC ENTERPRISE GROUP	10,193	$825,154	0.2%	TRIM −40%
91	FBNDFIDELITY TOTAL BOND ETF	17,988	$820,613	0.2%	HOLD
92	VTIVANGUARD INDEX FDS	2,548	$817,488	0.2%	ADD 15%
93	SHAGWISDOMTREE TR	17,097	$813,475	0.2%	ADD 3%
94	PCARPACCAR INC	6,864	$792,743	0.2%	HOLD
95	PDBCINVESCO ACTVELY MNGD ETC FD	43,444	$752,449	0.1%	TRIM −3%
96	XLESELECT SECTOR SPDR TR	12,272	$751,752	0.1%	HOLD
97	SPLBSPDR SERIES TRUST	33,597	$746,526	0.1%	ADD 7%
98	IJHISHARES TR	10,807	$729,728	0.1%	TRIM −83%
99	LMTLOCKHEED MARTIN CORP	1,199	$724,636	0.1%	HOLD
100	DEDEERE & CO	1,274	$717,646	0.1%	HOLD
101	MCDMCDONALDS CORP	2,285	$710,312	0.1%	TRIM −8%
102	PFIGINVESCO EXCH TRADED FD TR II	29,542	$709,894	0.1%	ADD 2%
103	CCITIGROUP INC	6,175	$700,296	0.1%	HOLD
104	VYMVANGUARD WHITEHALL FDS	4,671	$691,776	0.1%	TRIM −26%
105	XLYSELECT SECTOR SPDR TR	6,257	$681,978	0.1%	ADD 3%
106	XLKSELECT SECTOR SPDR TR	5,131	$681,881	0.1%	ADD 5%
107	SITESITEONE LANDSCAPE SUPPLY INC	5,045	$671,540	0.1%	HOLD
108	DGRWWISDOMTREE TR	7,603	$667,848	0.1%	TRIM −96%
109	AMGNAMGEN INC	1,880	$661,183	0.1%	HOLD
110	IBITISHARES BITCOIN TRUST ETF	17,130	$658,134	0.1%	ADD 11%
111	IVEISHARES TR	3,101	$654,824	0.1%	TRIM −69%
112	USRTISHARES TR	11,050	$654,049	0.1%	HOLD
113	FTHYFIRST TR HIGH YIELD OPPRT 20	48,266	$653,032	0.1%	TRIM −13%
114	RSRELIANCE INC	2,116	$643,095	0.1%	HOLD
115	VVISA INC	2,102	$635,353	0.1%	HOLD
116	ETNEATON CORP PLC	1,772	$633,702	0.1%	HOLD
117	SLYVSPDR SERIES TRUST	6,664	$630,281	0.1%	HOLD
118	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,850	$625,208	0.1%	ADD 7%
119	SPDWSPDR INDEX SHS FDS	13,597	$620,687	0.1%	TRIM −91%
120	XLGINVESCO EXCHANGE TRADED FD T	11,348	$618,997	0.1%	ADD 4%
121	DESWISDOMTREE TR	17,129	$615,616	0.1%	HOLD
122	CWENCLEARWAY ENERGY INC	15,345	$602,898	0.1%	HOLD
123	VEAVANGUARD TAX-MANAGED FDS	9,298	$595,887	0.1%	HOLD
124	MDYVSPDR SERIES TRUST	6,943	$591,196	0.1%	HOLD
125	EFAISHARES TR	6,029	$585,541	0.1%	ADD 42%
126	GSGOLDMAN SACHS GROUP INC	691	$585,294	0.1%	HOLD
127	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	18,804	$547,760	0.1%	TRIM −2%
128	AIRRFirst Trust RBA Amern Indl Renaissance ETF	4,897	$542,589	0.1%	NEW
129	QHYWISDOMTREE TR	11,867	$540,424	0.1%	TRIM −74%
130	ALBALBEMARLE CORP	2,997	$538,025	0.1%	ADD 11%
131	IWDISHARES TR	2,504	$535,035	0.1%	HOLD
132	VBVANGUARD INDEX FDS	2,002	$524,371	0.1%	ADD 11%
133	XLISELECT SECTOR SPDR TR	3,242	$524,259	0.1%	ADD 25%
134	CRWDCROWDSTRIKE HLDGS INC	1,324	$516,901	0.1%	ADD 4%
135	BNDVANGUARD BD INDEX FDS	7,019	$516,862	0.1%	ADD 46%
136	TJXTJX COS INC NEW	3,219	$514,083	0.1%	HOLD
137	ONEYSPDR SERIES TRUST	4,241	$509,089	0.1%	HOLD
138	ABBVABBVIE INC	2,315	$503,485	0.1%	HOLD
139	LGLVSPDR SERIES TRUST	2,801	$498,821	0.1%	HOLD
140	GBTCGRAYSCALE BITCOIN TRUST ETF	9,408	$496,365	0.1%	HOLD
141	PEPPEPSICO INC	3,164	$491,209	0.1%	TRIM −42%
142	VZVERIZON COMMUNICATIONS INC	9,726	$488,262	0.1%	TRIM −44%
143	FTHIFIRST TR EXCHANGE TRADED FD	20,257	$464,905	0.1%	HOLD
144	JEDIETF SER SOLUTIONS	18,075	$462,359	0.1%	NEW
145	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	4,021	$450,782	0.1%	TRIM −2%
146	EMBISHARES TR	4,651	$436,853	0.1%	ADD 5%
147	QGRWWISDOMTREE TR	7,992	$427,013	0.1%	TRIM −97%
148	BAHBOOZ ALLEN HAMILTON HLDG COR	5,470	$426,845	0.1%	HOLD
149	IBMINTERNATIONAL BUSINESS MACHS	1,736	$420,631	0.1%	TRIM −67%
150	QCOMQUALCOMM INC	3,258	$419,600	0.1%	TRIM −3%
151	XLVSELECT SECTOR SPDR TR	2,858	$418,955	0.1%	HOLD
152	MAMASTERCARD INCORPORATED	836	$417,420	0.1%	HOLD
153	ELMSERIES PORTFOLIOS TR	15,265	$413,990	0.1%	NEW
154	MUBISHARES TR	3,850	$408,633	0.1%	HOLD
155	SPEMSPDR INDEX SHS FDS	8,690	$407,668	0.1%	HOLD
156	FXHFIRST TR EXCHANGE TRADED FD	3,709	$407,129	0.1%	HOLD
157	GRIDFIRST TR EXCHANGE TRADED FD	2,463	$402,870	0.1%	ADD 12%
158	VGKVANGUARD INTL EQUITY INDEX F	4,881	$402,379	0.1%	ADD 22%
159	CSCOCISCO SYS INC	5,100	$395,717	0.1%	HOLD
160	CVXCHEVRON CORP NEW	1,858	$384,403	0.1%	HOLD
161	EXCEXELON CORP	7,834	$384,023	0.1%	HOLD
162	EFAXSPDR INDEX SHS FDS	7,561	$376,281	0.1%	HOLD
163	UVSPUNIVEST FINANCIAL CORPORATIO	10,750	$368,295	0.1%	TRIM −9%
164	UBERUBER TECHNOLOGIES INC	5,085	$365,765	0.1%	TRIM −9%
165	GDGENERAL DYNAMICS CORP	1,065	$365,531	0.1%	TRIM −33%
166	IJKISHARES TR	3,600	$362,281	0.1%	HOLD
167	IHDGWisdomTree International Hdgd Div Gr ETF	7,398	$356,198	0.1%	TRIM −13%
168	ORCLORACLE CORP	2,389	$351,594	0.1%	TRIM −24%
169	NEMNEWMONT CORP	3,191	$345,400	0.1%	HOLD
170	USAIPACER FDS TR	7,195	$338,116	0.1%	HOLD
171	MOG.AMOOG INC	1,150	$336,308	0.1%	HOLD
172	CLXCLOROX CO DEL	3,222	$333,903	0.1%	HOLD
173	LRCXLAM RESEARCH CORP	1,560	$333,303	0.1%	TRIM −9%
174	DBCINVESCO DB COMMDY INDX TRCK	11,319	$327,685	0.1%	HOLD
175	APHAMPHENOL CORP	2,579	$325,860	0.1%	HOLD
176	DVYISHARES TR	2,135	$323,165	0.1%	HOLD
177	AKREPROFESIONALLY MANAGED PORTFO	6,066	$320,588	0.1%	HOLD
178	BLKBLACKROCK INC	333	$320,289	0.1%	TRIM −6%
179	VHTVANGUARD WORLD FD	1,170	$318,669	0.1%	HOLD
180	SPABSPDR SERIES TRUST	12,422	$318,244	0.1%	HOLD
181	NKENIKE INC	5,972	$315,399	0.1%	HOLD
182	HONHONEYWELL INTL INC	1,371	$309,815	0.1%	TRIM −6%
183	DLSWISDOMTREE TR	3,801	$309,782	0.1%	TRIM −7%
184	ECLECOLAB INC	1,161	$308,914	0.1%	HOLD
185	PMPHILIP MORRIS INTL INC	1,856	$306,869	0.1%	TRIM −24%
186	EESWISDOMTREE TR	5,146	$298,719	0.1%	TRIM −91%
187	CORCENCORA INC	915	$287,439	0.1%	HOLD
188	HWMHOWMET AEROSPACE INC	1,245	$286,923	0.1%	HOLD
189	IEFAISHARES TR	3,152	$285,386	0.1%	HOLD
190	KOCOCA COLA CO	3,737	$284,226	0.1%	HOLD
191	FEXFirst Tr Large Cap Core AlphaDex Fd ETF	2,303	$280,763	0.1%	HOLD
192	FDNFIRST TR EXCHANGE-TRADED FD	1,176	$275,219	0.1%	HOLD
193	EDCONSOLIDATED EDISON INC	2,380	$269,368	0.1%	TRIM −46%
194	MOALTRIA GROUP INC	4,058	$267,813	0.1%	TRIM −6%
195	NEENEXTERA ENERGY INC	2,881	$267,630	0.1%	HOLD
196	GEGE AEROSPACE	937	$265,918	0.1%	TRIM −6%
197	GSYINVESCO ACTIVELY MANAGED EXC	5,235	$262,378	0.0%	TRIM −11%
198	PTLCPACER FDS TR	5,001	$262,376	0.0%	HOLD
199	VWOVANGUARD INTL EQUITY INDEX F	4,844	$261,816	0.0%	TRIM −2%
200	MCKMCKESSON CORP	302	$261,339	0.0%	ADD 3%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ATTREA SERIES TRUST

—

946K

980K

$89M

CAOSEA SERIES TRUST

1.9M

2.0M

1.9M

925K

900K

$82M

BOXXEA SERIES TRUST

265K

264K

327K

317K

318K

338K

$39M

SPYSTATE STR SPDR S&P 500 ETF T

28K

31K

33K

34K

$22M

NVDANVIDIA CORPORATION

167K

164K

134K

133K

128K

123K

$22M

AAPLAPPLE INC

95K

94K

87K

83K

82K

76K

$19M

AVGOBROADCOM INC

33K

34K

35K

34K

$11M

AMZNAMAZON COM INC

48K

49K

47K

44K

$9M

GOOGLALPHABET INC

25K

26K

$7M

QQQINVESCO QQQ TR

12K

13K

12K

$7M

VOOVANGUARD INDEX FDS

10K

11K

$7M

VUGVANGUARD INDEX FDS

15K

14K

$6M

MSFTMICROSOFT CORP

19K

18K

16K

$6M

GOOGALPHABET INC

18K

19K

16K

15K

$4M

GLDSPDR GOLD TR

10K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Insight Advisors, LLC/ PA