§ 13F · FUND PROFILE
Insight Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $849M (13F)Positions · 171Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$89M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | 175K | $36M | 4.0% | −20% |
| 2 | GSIE | GOLDMAN SACHS ETF TR | 652K | $28M | 3.1% | ±0% |
| 3 | DYNF | BLACKROCK ETF TRUST | 475K | $28M | 3.1% | +5% |
| 4 | LQD | ISHARES TR | 251K | $27M | 3.1% | −9% |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | 362K | $27M | 3.0% | −9% |
| 6 | VPLS | VANGUARD MALVERN FDS | 343K | $27M | 3.0% | NEW |
| 7 | LVHI | LEGG MASON ETF INVT | 626K | $25M | 2.8% | +5% |
| 8 | IGLB | ISHARES TR | 496K | $25M | 2.7% | +4% |
| 9 | VLUE | ISHARES TR | 155K | $22M | 2.5% | +10350% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 188K | $21M | 2.4% | −16% |
§ 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 $849 million in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed