Insight Wealth Strategies, LLC — 13F holdings

Insight Wealth Strategies, LLC reported 194 holdings worth $1.01B in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. SPMO INVESCO EXCH TRADED FD TR II — $37.4M (3.7%)
  2. LVHI LEGG MASON ETF INVT — $36.9M (3.7%)
  3. DYNF BLACKROCK ETF TRUST — $33.7M (3.3%)
  4. CVX CHEVRON CORP NEW — $33.1M (3.3%)
  5. VCLT VANGUARD SCOTTSDALE FDS — $30.5M (3.0%)
  6. PAAA PGIM ETF TR — $29.6M (2.9%)
  7. GARP ISHARES TR — $29.4M (2.9%)
  8. FLTR VANECK ETF TRUST — $29.1M (2.9%)
  9. VLUE ISHARES TR — $27.4M (2.7%)
  10. TLT ISHARES TR — $25.7M (2.5%)