Insight Advisors, LLC/ PA

Q3 2026 13F-HR Holdings

Location
Newtown, PA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
239
Total value ($000)
$568,418
Net value change ($000)
+1,161 (0.2%)
New positions
19
Sold out positions
21
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ATTR 19,489 20.6%
NVDA 2,583 11.1%
AAPL 2,220 10.3%
SPYM 1,932 47.7%
MSFT 1,627 27.8%
EXXONMOBIL HOLDINGS CORP 1,059 NEW
KVUE 1,003 NEW
IGLD 781 22.4%
DFII 737 34.8%
META 601 28.9%
Top Reduces (Value $000, Stocks/ETFs)
CAOS -20,867 -26.9%
INTC -1,091 -13.9%
AVGO -990 -8.7%
XOM -944 -100.0%
RS -717 -100.0%
SMH -706 -51.5%
GOOGL -690 -13.0%
AMD -668 -6.3%
MU -516 -14.6%
GOOGL -476 -5.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type