§ 13F · FUND PROFILE
Insight Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $791.7T (13F)Positions · 171Turnover · — · Q4Filed · Jan 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$87.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORP NEW | 220K | $33.5T | 3.8% | ±0% |
| 2 | LQD | ISHARES TR | 277K | $30.5T | 3.5% | +350% |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | 399K | $30.2T | 3.5% | +2% |
| 4 | TLT | ISHARES TR | 321K | $28.0T | 3.2% | +2% |
| 5 | GSIE | GOLDMAN SACHS ETF TR | 650K | $27.9T | 3.2% | +2% |
| 6 | DYNF | BLACKROCK ETF TRUST | 452K | $27.5T | 3.2% | +2% |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | 224K | $26.7T | 3.1% | +2% |
| 8 | TFLR | T ROWE PRICE ETF INC | 484K | $24.9T | 2.8% | +6% |
| 9 | IGLB | ISHARES TR | 476K | $24.0T | 2.8% | +3% |
| 10 | LVHI | LEGG MASON ETF INVT | 595K | $21.9T | 2.5% | +2% |
§ 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 $791666.2 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed