Insight Wealth Strategies
$1.0B 13F equity value
205 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PAAA | PGIM ETF TR | 655,982 | $34M | 3.3% |
| SPMO | INVESCO EXCH TRADED FD TR II | 215,430 | $33M | 3.3% |
| DYNF | BLACKROCK ETF TRUST | 489,757 | $33M | 3.2% |
| VCLT | VANGUARD SCOTTSDALE FDS | 420,326 | $31M | 3.1% |
| VLUE | ISHARES TR | 151,486 | $30M | 2.9% |
| CVX | CHEVRON CORPORATION | 171,403 | $28M | 2.8% |
| FLTR | VANECK ETF TRUST | 1,105,715 | $28M | 2.8% |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 557,681 | $28M | 2.7% |
| LVHI | LEGG MASON ETF INVT | 679,172 | $27M | 2.7% |
| TLT | ISHARES TR | 316,959 | $27M | 2.6% |
Track Insight Wealth Strategies's 13F portfolio: $1.0B in reported holdings, 205 positions. Top holdings and quarterly changes on SentiSense.
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