Insight Wealth Strategies
$1.0B 13F equity value
203 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Insight Wealth Strategies covers the quarter ended September 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 |
|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 247,018 | $37M | 3.7% |
| LVHI | LEGG MASON ETF INVT | 885,376 | $37M | 3.7% |
| DYNF | BLACKROCK ETF TRUST | 486,949 | $34M | 3.3% |
| CVX | CHEVRON CORPORATION | 161,957 | $33M | 3.3% |
| VCLT | VANGUARD SCOTTSDALE FDS | 445,844 | $31M | 3.0% |
| PAAA | PGIM ETF TR | 576,138 | $30M | 2.9% |
| GARP | ISHARES TR | 345,059 | $29M | 2.9% |
| FLTR | VANECK ETF TRUST | 1,138,827 | $29M | 2.9% |
| VLUE | ISHARES TR | 138,537 | $27M | 2.7% |
| TLT | ISHARES TR | 330,227 | $26M | 2.5% |
Track Insight Wealth Strategies's 13F portfolio: $1.0B in reported holdings, 203 positions. Top holdings and quarterly changes on SentiSense.
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