Insight Wealth Strategies, LLC
Sector Allocation
- Other55.0%$555.7M
- Technology16.4%$165.4M
- Financials8.4%$84.9M
- Healthcare5.2%$52.4M
- Energy4.8%$48.9M
- Industrials3.6%$36.7M
- Consumer Discretionary2.8%$28.5M
- Materials1.4%$13.7M
- Consumer Staples1.2%$11.8M
- Utilities0.7%$6.7M
AUM History
13fpro.ai/research/fund/insight-wealth-strategies-llc-1749914
Conviction and streaks
Concentrating · top 10 = 31.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
IVZ
$37.4M- LEGG$36.9M
- BLACKROCK$33.7M
CVX
$33.1M- VANGUARD$30.5M
- PGIM$29.6M
- ISHARES$29.4M
- VANECK$29.1M
- ISHARES$27.4M
- ISHARES$25.7M
- VANGUARD$22.9M
- ISHARES$22.4M
- SCHWAB$20.8M
LRCX
$20.2M- ABRDN$19.7M
- T$19.4M
- VANGUARD$17.7M
- ISHARES$17.6M
AAPL
$15.8M- $15.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/insight-wealth-strategies-llc-1749914
Insight Wealth Strategies, LLC 13F holdings — Q3 2026
$1.0B portfolio (-1.3% QoQ) · 194 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio
Includes $95K of put/call options ($0 puts, $95K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.0B. Weights use the stock portfolio.
$37.4M
3.7% of stocks
+15%This quarter-3.3%Since filed7 qtrsHeld- 2
LEGG MASON ETF INVT - FRANKLIN INTL LW
$36.9M
3.6% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
BLACKROCK ETF TRUST - ISHARES US EQUIT
$33.7M
3.3% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $33.1M
3.3% of stocks
-6%This quarter+9.4%Since filed11+ qtrsHeldAIQuality63.7#590Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 5
VANGUARD SCOTTSDALE FDS - LG-TERM COR BD
$30.5M
3.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PGIM ETF TR - AAA CLO ETF
$29.6M
2.9% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - MSCI US GARP ETF
$29.4M
2.9% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANECK ETF TRUST - IG FLOA RATE ETF
$29.1M
2.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - MSCI USA VALUE
$27.4M
2.7% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - 20 YR TR BD ETF
$25.7M
2.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $37.4M | 3.7% | +15% | -3.3% | 7 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | LEGG MASON ETF INVT - FRANKLIN INTL LW | $36.9M | 3.6% | +30% | — | — | — | — | |
| 3 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $33.7M | 3.3% | -0.6% | — | — | — | — | |
| 4 | $33.1M | 3.3% | -6% | +9.4% | 11+ qtrsTrimmed 3 qtrs in a row | 63.7#590 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $30.5M | 3.0% | +6% | — | — | — | — | |
| 6 | PGIM ETF TR - AAA CLO ETF | $29.6M | 2.9% | -12% | — | — | — | — | |
| 7 | ISHARES TR - MSCI US GARP ETF | $29.4M | 2.9% | +35% | — | — | — | — | |
| 8 | VANECK ETF TRUST - IG FLOA RATE ETF | $29.1M | 2.9% | +3% | — | — | — | — | |
| 9 | ISHARES TR - MSCI USA VALUE | $27.4M | 2.7% | -9% | — | — | — | — | |
| 10 | ISHARES TR - 20 YR TR BD ETF | $25.7M | 2.5% | +4% | — | — | — | — |
All holdings — Insight Wealth Strategies, LLC (Q3 2026)
194 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETFetf/fund | — | $22.9M | 2.3% | 309K | +2% | — | — | 13F |
| 12 | — | ISHARES TR - BROAD USD HIGHetf/fund | — | $22.4M | 2.2% | 626K | New | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $20.8M | 2.1% | 387K | +0.9% | — | — | 13F |
| 14 | LAM RESEARCH CORP | Technology | $20.2M | 2.0% | 61K | +1.0% | 11+ qtrs | 81.7 | 13F | |
| 15 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $19.7M | 1.9% | 762K | New | — | — | 13F |
| 16 | — | T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE | — | $19.4M | 1.9% | 383K | -31% | — | — | 13F |
| 17 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETFetf/fund | — | $17.7M | 1.8% | 398K | New | — | — | 13F |
| 18 | — | ISHARES TR - 10+ YR INVST GRDetf/fund | — | $17.6M | 1.7% | 384K | New | — | — | 13F |
| 19 | Apple Inc. | Technology | $15.8M | 1.6% | 47K | +0.2% | 11+ qtrs | 75.7 | 13F | |
| 20 | Invesco Ltd. | Financials | $15.6M | 1.5% | 255K | -34% | 7 qtrs | — | 13F | |
| 21 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $14.9M | 1.5% | 126K | -0.1% | — | — | 13F |
| 22 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $13.1M | 1.3% | 67K | -8% | — | — | 13F |
| 23 | — | TIDAL TRUST I - UNLIMITED HFGM | — | $12.2M | 1.2% | 389K | +3% | — | — | 13F |
| 24 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETFetf/fund | — | $11.4M | 1.1% | 567K | -26% | — | — | 13F |
| 25 | — | ISHARES TR - EXPANDED TECHetf/fund | — | $11.4M | 1.1% | 107K | New | — | — | 13F |
| 26 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | — | $10.5M | 1.0% | 253K | +0.4% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $10.1M | 1.0% | 20K | -2% | |||
| 28 | — | ISHARES INC - CORE MSCI EMKT | — | $9.5M | 0.9% | 117K | -45% | |||
| 29 | $STX | Seagate Technology Holdings plc | Technology | $9.2M | 0.9% | 9,937 | +1% | |||
| 30 | $KLAC | KLA CORP | Technology | $8.7M | 0.9% | 45K | +1% | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $8.7M | 0.9% | 38K | +0.4% | |||
| 32 | — | GLOBAL X FDS - CYBRSCURTY ETF | — | $8.5M | 0.8% | 184K | New | |||
| 33 | $FTNT | Fortinet, Inc. | Technology | $8.0M | 0.8% | 45K | -23% | |||
| 34 | $NTAP | NetApp, Inc. | Technology | $8.0M | 0.8% | 38K | +2% | |||
| 35 | $MRK | Merck & Co., Inc. | Healthcare | $7.9M | 0.8% | 54K | -0.0% | |||
| 36 | $BIIB | BIOGEN INC. | Healthcare | $7.7M | 0.8% | 34K | -0.5% | |||
| 37 | $INCY | INCYTE CORP | Healthcare | $7.7M | 0.8% | 63K | +2% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $7.5M | 0.7% | 30K | -0.9% | |||
| 39 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $7.4M | 0.7% | 83K | -1% | |||
| 40 | $COR | Cencora, Inc. | Consumer Staples | $7.3M | 0.7% | 24K | -0.4% | |||
| 41 | $MSI | Motorola Solutions, Inc. | Technology | $7.3M | 0.7% | 16K | +0.3% | |||
| 42 | $GOOGL | Alphabet Inc. | Technology | $7.0M | 0.7% | 20K | -0.1% | |||
| 43 | $DVN | DEVON ENERGY CORP/DE | Energy | $6.9M | 0.7% | 149K | +2% | |||
| 44 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $6.7M | 0.7% | 4,074 | -12% | |||
| 45 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $6.7M | 0.7% | 5,396 | +1% | |||
| 46 | $ILMN | ILLUMINA, INC. | Healthcare | $6.7M | 0.7% | 24K | -26% | |||
| 47 | $TER | TERADYNE, INC | Technology | $6.7M | 0.7% | 17K | +3% | |||
| 48 | $CENX | CENTURY ALUMINUM CO | Materials | $6.7M | 0.7% | 185K | +29% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $6.6M | 0.7% | 19K | +2% | |||
| 50 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $6.5M | 0.7% | 8,617 | -1% | |||
| 51 | $CDW | CDW Corp | Consumer Discretionary | $6.5M | 0.6% | 50K | +1% | |||
| 52 | $BPOP | POPULAR, INC. | Financials | $6.5M | 0.6% | 42K | +1% | |||
| 53 | $QCOM | QUALCOMM INC/DE | Technology | $6.4M | 0.6% | 35K | +16% | |||
| 54 | $CF | CF Industries Holdings, Inc. | Materials | $6.4M | 0.6% | 56K | +2% | |||
| 55 | $CEG | Constellation Energy Corp | Utilities | $6.3M | 0.6% | 25K | +1% | |||
| 56 | $LYFT | Lyft, Inc. | Industrials | $6.2M | 0.6% | 415K | New | |||
| 57 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.2M | 0.6% | 22K | +2% | |||
| 58 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $6.1M | 0.6% | 23K | +2% | |||
| 59 | $CNC | CENTENE CORP | Healthcare | $6.1M | 0.6% | 99K | +0.1% | |||
| 60 | $ZD | ZIFF DAVIS, INC. | Communication Services | $5.8M | 0.6% | 103K | New | |||
| 61 | $FLEX | FLEX LTD. | Technology | $5.7M | 0.6% | 52K | +85% | |||
| 62 | $TVTX | Travere Therapeutics, Inc. | Healthcare | $5.7M | 0.6% | 97K | New | |||
| 63 | $BKR | Baker Hughes Co | Energy | $5.7M | 0.6% | 103K | +2% | |||
| 64 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.6M | 0.6% | 9,142 | +0.4% | |||
| 65 | $ARW | ARROW ELECTRONICS, INC. | Technology | $5.3M | 0.5% | 23K | +2% | |||
| 66 | $BWXT | BWX Technologies, Inc. | Industrials | $5.1M | 0.5% | 38K | +21% | |||
| 67 | $ASTH | Astrana Health, Inc. | Technology | $5.0M | 0.5% | 140K | -3% | |||
| 68 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.9M | 0.5% | 6,470 | +0.9% | |||
| 69 | $PINS | PINTEREST, INC. | Technology | $4.9M | 0.5% | 259K | New | |||
| 70 | — | ISHARES TR - PFD AND INCM SEC | — | $4.7M | 0.5% | 159K | +3% | |||
| 71 | — | ISHARES TR - FLTG RATE NT ETF | — | $4.5M | 0.5% | 89K | +3% | |||
| 72 | — | ISHARES TR - IBOXX INV CP ETF | — | $4.5M | 0.5% | 44K | +1% | |||
| 73 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $4.5M | 0.5% | 94K | +2% | |||
| 74 | $PGY | Pagaya Technologies Ltd. | Financials | $4.4M | 0.4% | 256K | New | |||
| 75 | — | ISHARES TR - MBS ETF | — | $4.4M | 0.4% | 49K | +3% | |||
| 76 | — | ISHARES TR - NATIONAL MUN ETF | — | $4.4M | 0.4% | 44K | +4% | |||
| 77 | $GOOG | Alphabet Inc. | Technology | $4.4M | 0.4% | 13K | +1% | |||
| 78 | $VSEC | VSE CORP | Technology | $4.3M | 0.4% | 26K | New | |||
| 79 | $UCTT | Ultra Clean Holdings, Inc. | Technology | $4.2M | 0.4% | 51K | +8% | |||
| 80 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.1M | 0.4% | 87K | +3% | |||
| 81 | $JPM | JPMORGAN CHASE & CO | Financials | $4.0M | 0.4% | 12K | +1% | |||
| 82 | $IBKR | Interactive Brokers Group, Inc. | Financials | $3.6M | 0.4% | 42K | -0.1% | |||
| 83 | $BLBD | Blue Bird Corp | Industrials | $3.6M | 0.3% | 64K | +2% | |||
| 84 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $3.4M | 0.3% | 15K | +1% | |||
| 85 | $LQDA | Liquidia Corp | Healthcare | $3.2M | 0.3% | 107K | -13% | |||
| 86 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $3.2M | 0.3% | 87K | +1% | |||
| 87 | — | ISHARES TR - 7-10 YR TRSY BD | — | $3.2M | 0.3% | 36K | +3% | |||
| 88 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.7M | 0.3% | 60K | -4% | |||
| 89 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.3M | 0.2% | 14K | +0.9% | |||
| 90 | $WT | WisdomTree, Inc. | Financials | $2.3M | 0.2% | 39K | -0.4% | |||
| 91 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.2M | 0.2% | 2,923 | -21% | |||
| 92 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.7M | 0.2% | 18K | -0.4% | |||
| 93 | — | PACER FDS TR - SWAN SOS MOD JAN | — | $1.6M | 0.2% | 47K | +16% | |||
| 94 | — | ISHARES TR - CORE S&P500 ETF | — | $1.6M | 0.2% | 2,101 | -12% | |||
| 95 | — | EA SERIES TRUST - RELA SEN TAC ETF | — | $1.6M | 0.2% | 36K | +12% | |||
| 96 | — | ISHARES TR - MSCI USA MMENTM | — | $1.6M | 0.2% | 5,004 | +0.1% | |||
| 97 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $1.6M | 0.2% | 53K | New | |||
| 98 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.5M | 0.1% | 6,637 | -7% | |||
| 99 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $1.4M | 0.1% | 29K | +3% | |||
| 100 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3M | 0.1% | 13K | -9% | |||
| 101 | — | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | — | $1.2M | 0.1% | 53K | +9% | |||
| 102 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $1.2M | 0.1% | 22K | +65% | |||
| 103 | — | CALAMOS ETF TR - AUTOC INCOM ETF | — | $1.2M | 0.1% | 44K | -14% | |||
| 104 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $1.2M | 0.1% | 12K | +0.1% | |||
| 105 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $1.0M | 0.1% | 24K | -2% | |||
| 106 | $TSLA | Tesla, Inc. | Consumer Discretionary | $991K | 0.1% | 2,794 | +0.8% | |||
| 107 | — | ISHARES TR - CORE S&P US GWT | — | $948K | 0.1% | 4,892 | +0.1% | |||
| 108 | $PLTR | Palantir Technologies Inc. | Technology | $911K | 0.1% | 4,871 | -3% | |||
| 109 | — | ISHARES TR - CORE DIV GRWTH | — | $898K | 0.1% | 12K | +0.2% | |||
| 110 | — | WISDOMTREE TR - INFLA PLUS FD | — | $836K | 0.1% | 23K | +16% | |||
| 111 | $META | Meta Platforms, Inc. | Technology | $826K | 0.1% | 1,139 | +7% | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $825K | 0.1% | 5,619 | -94% | |||
| 113 | $V | VISA INC. | Financials | $810K | 0.1% | 2,253 | +2% | |||
| 114 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $794K | 0.1% | 1,133 | +0.6% | |||
| 115 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | — | $763K | 0.1% | 18K | -45% | |||
| 116 | $GLTR | abrdn Precious Metals Basket ETF Trust | Financials | $728K | 0.1% | 3,908 | — | |||
| 117 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | — | $712K | 0.1% | 14K | New | |||
| 118 | $TRGP | Targa Resources Corp. | Energy | $690K | 0.1% | 2,552 | +0.6% | |||
| 119 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $684K | 0.1% | 29K | +0.6% | |||
| 120 | — | ISHARES TR - CORE S&P SCP ETF | — | $632K | 0.1% | 4,644 | -0.5% | |||
| 121 | — | ISHARES TR - RUS 1000 GRW ETF | — | $624K | 0.1% | 4,985 | +0.0% | |||
| 122 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $610K | 0.1% | 4,608 | +0.3% | |||
| 123 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $595K | 0.1% | 1,194 | +3% | |||
| 124 | — | ISHARES TR - S&P 500 GRWT ETF | — | $591K | 0.1% | 4,157 | +0.1% | |||
| 125 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $569K | 0.1% | 20K | +2% | |||
| 126 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $513K | 0.1% | 5,438 | -2% | |||
| 127 | — | ISHARES TR - SELECT DIVID ETF | — | $482K | 0.1% | 3,173 | -0.1% | |||
| 128 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $475K | 0.1% | 781 | -16% | |||
| 129 | $IESC | IES Holdings, Inc. | Industrials | $475K | 0.1% | 1,478 | +100% | |||
| 130 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $438K | 0.0% | 3,280 | -95% | |||
| 131 | $GE | GENERAL ELECTRIC CO | Industrials | $431K | 0.0% | 1,379 | +2% | |||
| 132 | $RNG | RingCentral, Inc. | Technology | $430K | 0.0% | 5,750 | -96% | |||
| 133 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | — | $425K | 0.0% | 7,326 | New | |||
| 134 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $423K | 0.0% | 5,185 | -0.3% | |||
| 135 | $NFLX | NETFLIX INC | Communication Services | $419K | 0.0% | 6,026 | +3% | |||
| 136 | $GLD | SPDR GOLD TRUST | Financials | $412K | 0.0% | 1,081 | +43% | |||
| 137 | — | ISHARES TR - CORE INTL AGGR | — | $393K | 0.0% | 7,992 | -10% | |||
| 138 | — | ISHARES TR - 0-5YR HI YL CP | — | $386K | 0.0% | 9,355 | New | |||
| 139 | — | ISHARES TR - MSCI EAFE MIN VL | — | $381K | 0.0% | 4,180 | — | |||
| 140 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $380K | 0.0% | 2,450 | -6% | |||
| 141 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $372K | 0.0% | 994 | -9% | |||
| 142 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | — | $362K | 0.0% | 8,754 | — | |||
| 143 | — | ISHARES TR - INTL TREA BD ETF | — | $349K | 0.0% | 8,772 | New | |||
| 144 | — | ISHARES TR - U.S. PHARMA ETF | — | $348K | 0.0% | 3,461 | -97% | |||
| 145 | — | VANECK ETF TRUST - JP MRGAN EM LOC | — | $347K | 0.0% | 14K | +18% | |||
| 146 | $IVZ | Invesco Ltd. | Financials | $346K | 0.0% | 5,841 | -9% | |||
| 147 | — | ISHARES INC - EURO HIGH YIELD | — | $345K | 0.0% | 6,608 | -17% | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $341K | 0.0% | 15K | -12% | |||
| 149 | $WT | WisdomTree, Inc. | Financials | $340K | 0.0% | 10K | +6% | |||
| 150 | $GEV | GE Vernova Inc. | Industrials | $340K | 0.0% | 358 | +2% |
What changed in Q3 2026
Against the previous quarter's 13F: 23 new, 95 added to, 67 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
- ISHARES TR - BROAD USD HIGH$22.4M
first bought this quarter
- ABRDN ETFS - BBRG ALL COMD K1$19.7M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$17.7M
first bought this quarter
- ISHARES TR - 10+ YR INVST GRD$17.6M
first bought this quarter
- ISHARES TR - EXPANDED TECH$11.4M
first bought this quarter
- GLOBAL X FDS - CYBRSCURTY ETF$8.5M
first bought this quarter
+17 more in the Excel export
Added to (95)
- LEGG MASON ETF INVT - FRANKLIN INTL LW+30%
now $36.9M
- ISHARES TR - MSCI US GARP ETF+35%
now $29.4M
now $37.4M · held 7 qtrs
$FLEXFLEX LTD.+85%
now $5.7M · held 2 qtrs, 2 adds in a row
- VANGUARD SCOTTSDALE FDS - LG-TERM COR BD+6%
now $30.5M
$CENXCENTURY ALUMINUM CO+29%
now $6.7M · held 4 qtrs
+89 more in the Excel export
Trimmed (67)
- SPDR SERIES TRUST - ST STR SP REGBNK-98%
now $271K
- ISHARES TR - U.S. PHARMA ETF-97%
now $348K
$RNGRingCentral, Inc.-96%
now $430K · held 2 qtrs
- T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE-31%
now $19.4M
$DOCNDigitalOcean Holdings, Inc.-95%
now $438K · held 4 qtrs, 3 trims in a row
- ISHARES INC - CORE MSCI EMKT-45%
now $9.5M
+61 more in the Excel export
Holdings by quarter
Every 13F Insight Wealth Strategies, LLC has filed, 31 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Insight Wealth Strategies's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.9%
Value-weighted move of the 10 largest stock positions
Turnover
16%
Last quarter; 76% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
76%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Insight Wealth Strategies, LLC disclosed 194 positions worth $1.0B in its Form 13F-HR for Q3 2026 — $1.0B in common stock plus $95,153 of put/call option positions (reported at underlying notional value, not premium at risk), led by $IVZ (Invesco Ltd.) at 3.7% of the equity portfolio. During the quarter the fund opened 23 new positions and exited 11. The portfolio is most concentrated in Other (55.0% of disclosed assets). All figures are sourced directly from Insight Wealth Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1749914.
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AI-Powered Hedge Fund Analysis: Insight Wealth Strategies, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Insight Wealth Strategies, LLC (SEC CIK: 1749914), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Insight Wealth Strategies, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.