Insight Wealth Strategies
$1.0B 13F equity value
205 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Insight Wealth Strategies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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