Insight Wealth Strategies, LLC 13F Holdings · Q3 2026
Insight Wealth Strategies, LLC reported 192 securities worth $1.01B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPMO (3.70%), LVHI (3.65%), DYNF (3.34%). Among its top 25 positions this quarter: 5 new, 11 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | $37.4M | 3.70% | 247,018 | Added |
| 2 | LVHI | LEGG MASON ETF INVT | $36.9M | 3.65% | 885,376 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $33.7M | 3.34% | 486,949 | Trimmed |
| 4 | CVX | CHEVRON CORPORATION | $33.1M | 3.27% | 161,957 | Trimmed |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $30.5M | 3.02% | 445,844 | Added |
| 6 | PAAA | PGIM ETF TR | $29.6M | 2.92% | 576,138 | Trimmed |
| 7 | GARP | ISHARES TR | $29.4M | 2.91% | 345,059 | Added |
| 8 | FLTR | VANECK ETF TRUST | $29.1M | 2.88% | 1.1M | Added |
| 9 | VLUE | ISHARES TR | $27.4M | 2.71% | 138,537 | Trimmed |
| 10 | TLT | ISHARES TR | $25.7M | 2.54% | 330,227 | Added |
| 11 | VPLS | VANGUARD MALVERN FDS | $22.9M | 2.26% | 309,237 | Added |
| 12 | USHY | ISHARES TR | $22.4M | 2.21% | 626,335 | New |
| 13 | FNDF | SCHWAB STRATEGIC TR | $20.8M | 2.06% | 387,160 | Added |
| 14 | LRCX | LAM RESEARCH CORP | $20.2M | 2.00% | 61,398 | Added |
| 15 | BCI | ABRDN ETFS | $19.7M | 1.95% | 761,713 | New |
| 16 | TFLR | T ROWE PRICE EXCHANGE-TRADED | $19.4M | 1.92% | 383,452 | Trimmed |
| 17 | VMBS | VANGUARD SCOTTSDALE FDS | $17.7M | 1.75% | 397,559 | New |
| 18 | IGLB | ISHARES TR | $17.6M | 1.74% | 384,496 | New |
| 19 | AAPL | APPLE INC | $15.8M | 1.56% | 47,432 | Added |
| 20 | IDMO | INVESCO EXCH TRADED FD TR II | $15.6M | 1.54% | 255,416 | Trimmed |
| 21 | AVUV | AMERICAN CENTY ETF TR | $14.9M | 1.47% | 126,132 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $13.1M | 1.29% | 66,724 | Trimmed |
| 23 | HFGM | TIDAL TRUST I | $12.2M | 1.21% | 388,918 | Added |
| 24 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $11.4M | 1.13% | 566,973 | Trimmed |
| 25 | IGV | ISHARES TR | $11.4M | 1.13% | 107,147 | New |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR