Portfolio (Quarterly) Guide ↗

Insight Advisors, LLC/ PA

· CIK 0001844880

13F Portfolio $525M AUM 243 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 69 Added 99 Reduced 54 Exited

Page 2 of 4 · 69 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	MGK	VANGUARD WORLD FD	—	3,324.0	$1.2M	0.23%	+24.0	+0.7%	$367.42	-76.4%
22	PG	PROCTER & GAMBLE CO	Consumer Defensive	8,261.0	$1.2M	0.23%	+129.0	+1.6%	$144.43	+4.9%
23	—	SPDR SERIES TRUST	—	38,210.0	$1.2M	0.23%	+1K	+3.3%	$31.08	—
24	VEU	VANGUARD INTL EQUITY INDEX F	—	15,303.0	$1.1M	0.22%	+2K	+15.4%	$75.10	+10.0%
25	QTUM	ETF SER SOLUTIONS	—	10,341.0	$1.1M	0.21%	+250.0	+2.5%	$107.29	+43.8%
26	IWM	ISHARES TR	—	4,455.0	$1.1M	0.21%	+389.0	+9.6%	$248.03	+19.1%
27	SPTI	SPDR SERIES TRUST	—	38,051.0	$1.1M	0.21%	+860.0	+2.3%	$28.66	-1.3%
28	RDVI	FIRST TR EXCHANGE-TRADED FD	—	42,579.0	$1.1M	0.21%	+435.0	+1.0%	$25.55	+13.1%
29	HGRO	ETF OPPORTUNITIES TRUST	—	37,754.0	$1.1M	0.20%	+9K	+32.1%	$27.90	+10.4%
30	SMH	VANECK ETF TRUST	—	2,459.0	$943K	0.18%	+81.0	+3.4%	$383.39	+53.2%
31	FBND	FIDELITY MERRIMACK STR TR	—	17,988.0	$821K	0.16%	+291.0	+1.6%	$45.62	-0.4%
32	VTI	VANGUARD INDEX FDS	—	2,548.0	$817K	0.16%	+338.0	+15.3%	$320.84	+14.5%
33	SHAG	WISDOMTREE TR	—	17,097.0	$813K	0.15%	+435.0	+2.6%	$47.58	-0.5%
34	SPLB	SPDR SERIES TRUST	—	33,597.0	$747K	0.14%	+2K	+6.7%	$22.22	+0.1%
35	PFIG	INVESCO EXCH TRADED FD TR II	—	29,542.0	$710K	0.14%	+619.0	+2.1%	$24.03	-0.4%
36	XLY	SELECT SECTOR SPDR TR	—	6,257.0	$682K	0.13%	+186.0	+3.1%	$108.99	+7.3%
37	XLK	SELECT SECTOR SPDR TR	—	5,131.0	$682K	0.13%	+264.0	+5.4%	$132.89	+35.0%
38	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	17,130.0	$658K	0.12%	+2K	+11.2%	$38.42	-9.2%
39	USRT	ISHARES TR	—	11,050.0	$654K	0.12%	+184.0	+1.7%	$59.19	+13.5%
40	ETN	EATON CORP PLC	Industrials	1,772.0	$634K	0.12%	+21.0	+1.2%	$357.62	+10.4%

Page 2 of 4 · 69 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 38.4%

Financial Services 27.3%

Communication Services 9.7%

Consumer Cyclical 7.6%

Healthcare 4.5%

Industrials 4.4%

Consumer Defensive 4.3%

Utilities 1.7%

Basic Materials 1.1%

Energy 0.9%