§ 13F · FUND PROFILE
Insight Wealth Strategies, LLC.
AUM · $1.0B (13F)Positions · 183Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$193M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PAAA | PGIM ETF TR | 656K | $34M | 3.3% | +3395% |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 215K | $33M | 3.3% | +15% |
| 3 | DYNF | BLACKROCK ETF TRUST | 490K | $33M | 3.2% | +3% |
| 4 | VCLT | VANGUARD SCOTTSDALE FDS | 420K | $31M | 3.1% | +16% |
| 5 | VLUE | ISHARES TR | 151K | $30M | 2.9% | −2% |
| 6 | CVX | CHEVRON CORPORATION | 171K | $28M | 2.8% | −2% |
| 7 | FLTR | VANECK ETF TRUST | 1.11M | $28M | 2.8% | NEW |
| 8 | TFLR | T ROWE PRICE EXCHANGE-TRADED | 558K | $28M | 2.7% | +102% |
| 9 | LVHI | LEGG MASON ETF INVT | 679K | $27M | 2.7% | +8% |
| 10 | TLT | ISHARES TR | 317K | $27M | 2.6% | +990% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSIGHT SIGNAL
AC read
Insight Wealth Strategies, LLC is a Other fund managing $1.0 billion in assets. The fund runs a portfolio of 183 positions.
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