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CIK: 0001749914
Total reported value
$1.0B
$1.0B
182 檔
15.9%
According to the latest 13F quarterly dataset, Insight Wealth Strategies, LLC managed an equity portfolio of $1.0B at the end of Q2 2026, spanning 182 distinct U.S. exchange-listed positions.
In Q2 2026, Insight Wealth Strategies, LLC displayed an active expansion posture, initiating 28 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 3.28% | -0.36% | +3395.22% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.27% | +0.43% | +14.57% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.23% | +0.11% | +3.15% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.06% | -0.04% | +16.22% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 2.89% | -0.18% | -2.19% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.77% | +0.50% | -2.18% | |
| 7 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 2.76% | +0.12% | — | |
| 8 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 2.74% | -0.82% | +102.23% | |
| 9 | LVHI | Franklin International Low V | ETF-Other | 2.68% | +0.97% | +8.49% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.65% | -0.11% | +990.33% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 2.32% | -0.32% | -12.09% | |
| 12 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.27% | -0.01% | -12.07% | |
| 13 | IDMO | Invesco S&p International De | ETF-Other | 2.25% | -0.71% | +4.67% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.21% | -2.21% | EXIT | |
| 15 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 2.04% | +0.87% | — | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.95% | +0.11% | — | |
| 17 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.84% | -1.81% | — | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.82% | -1.82% | EXIT | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.67% | -0.73% | +14.60% | |
| 20 | CDX | Simplify High Yield ETF | ETF-High Yield | 1.56% | -0.43% | +12.38% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.53% | -0.06% | +1.53% | |
| 22 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.51% | -1.43% | +1.13% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.20% | +3.70% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.31% | -0.02% | -0.32% | |
| 25 | IHE | Ishares US Pharmaceuticals E | ETF-Other | 1.18% | -1.15% | +3.33% | |
| 26 | SAMT | Strategas Macro Them Opps | ETF-Other | 1.15% | -0.11% | +1.18% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 1.15% | -0.29% | +745.32% | |
| 28 | HFGM | Unltd Hfgm Global Macro ETF | ETF-Other | 1.11% | +0.10% | +637.08% | |
| 29 | LQDA | Liquidia CORP | Stock-Other | 0.96% | -0.64% | -12.88% | |
| 30 | DOCN | Digitalocean Holdings Inc | Stock-Tech | 0.90% | -0.86% | -31.32% | |
| 31 | FTNT | Fortinet Inc | Stock-Tech | 0.90% | -0.11% | +5.75% | |
| 32 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.88% | +0.03% | -49.66% | |
| 33 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.84% | -0.17% | -14.73% | |
| 34 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.75% | -0.02% | +20.56% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.25% | +7.38% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.11% | +27.17% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.13% | +34.74% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | -0.02% | -2.42% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.03% | +7.38% | |
| 40 | BIIB | Biogen Inc | Stock-Healthcare | 0.70% | +0.06% | +16.95% | |
| 41 | GWW | Ww Grainger Inc | Stock-Industrials | 0.70% | -0.04% | +1.21% | |
| 42 | ASTH | Astrana Health Inc | Stock-Other | 0.70% | -0.21% | -0.00% | |
| 43 | INCY | Incyte CORP | Stock-Healthcare | 0.69% | +0.07% | — | |
| 44 | COR | Cencora Inc | Stock-Healthcare | 0.68% | +0.04% | +37.62% | |
| 45 | APP | Applovin Corp-class A | Stock-Tech | 0.68% | -0.68% | EXIT | |
| 46 | BPOP | Popular Inc | Stock-Financials | 0.67% | -0.03% | — | |
| 47 | TER | Teradyne Inc | Stock-Tech | 0.67% | -0.01% | — | |
| 48 | CDW | Cdw Corp/de | Stock-Tech | 0.67% | -0.03% | +4.44% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | +0.12% | +8.02% | |
| 50 | MSI | Motorola Solutions Inc | Stock-Tech | 0.66% | +0.06% | +25.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +3.2% | +3395.22% | Add |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | +2.8% | NEW | New buy |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +2.4% | +990.33% | Add |
| 4 | VRP | Invesco Variable Rate Prefer | +2.2% | NEW | New buy |
| 5 | GARP | Ishares Msci USA Quality Gar | +2% | NEW | New buy |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +2% | NEW | New buy |
| 7 | KRE | Ss Spdr S&p Regional Bank | +1.8% | NEW | New buy |
| 8 | TFLR | T Rowe Price Floating Rt ETF | +1.2% | +102.23% | Add |
| 9 | HFGM | Unltd Hfgm Global Macro ETF | +0.9% | +637.08% | Add |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.9% | +14.57% | Add |
| 11 | INCY | Incyte CORP | +0.7% | NEW | New buy |
| 12 | APP | Applovin Corp-class A | +0.7% | NEW | New buy |
| 13 | LRCX | Lam Research CORP | +0.7% | -12.09% | Trim |
| 14 | BPOP | Popular Inc | +0.7% | NEW | New buy |
| 15 | TER | Teradyne Inc | +0.7% | NEW | New buy |
| 16 | RNG | Ringcentral Inc-class A | +0.7% | NEW | New buy |
| 17 | UCTT | Ultra Clean Holdings Inc | +0.6% | NEW | New buy |
| 18 | ILMN | Illumina Inc | +0.6% | NEW | New buy |
| 19 | BWXT | Bwx Technologies Inc | +0.6% | NEW | New buy |
| 20 | CF | Cf Industries Holdings Inc | +0.6% | NEW | New buy |
| 21 | NTAP | Netapp Inc | +0.6% | NEW | New buy |
| 22 | KN | Knowles CORP | +0.6% | NEW | New buy |
| 23 | ARW | Arrow Electronics Inc | +0.5% | NEW | New buy |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | +55.69% | Add |
| 25 | VLUE | Ishares Msci USA Value Facto | +0.4% | -2.19% | Trim |
| 26 | FLEX | Flex Ltd. | +0.4% | NEW | New buy |
| 27 | FTNT | Fortinet Inc | +0.4% | +5.75% | Add |
| 28 | LQDA | Liquidia CORP | +0.4% | -12.88% | Trim |
| 29 | ASTH | Astrana Health Inc | +0.3% | -0.00% | Trim |
| 30 | KLAC | Kla CORP | +0.3% | +745.32% | Add |
| 31 | XLK | Ss Technology Select Sector | +0.2% | -0.32% | Trim |
| 32 | IEMG | Ishares Core Msci Emerging | +0.2% | +14.60% | Add |
| 33 | CNC | Centene CORP | +0.2% | -19.43% | Trim |
| 34 | SWK | Stanley Black & Decker Inc | +0.2% | +20.56% | Add |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +3.15% | Add |
| 36 | NVDA | Nvidia CORP | +0.2% | +27.17% | Add |
| 37 | HD | Home Depot Inc | +0.2% | +34.74% | Add |
| 38 | QCOM | Qualcomm Inc | +0.1% | +2.00% | Add |
| 39 | BIIB | Biogen Inc | +0.1% | +16.95% | Add |
| 40 | AAPL | Apple Inc | +0.1% | +3.70% | Add |
| 41 | SAMT | Strategas Macro Them Opps | +0.1% | +1.18% | Add |
| 42 | COR | Cencora Inc | +0.1% | +37.62% | Add |
| 43 | GWW | Ww Grainger Inc | +0.1% | +1.21% | Add |
| 44 | BLBD | Blue Bird CORP | +0.1% | -3.79% | Trim |
| 45 | AMZN | Amazon.com Inc | +0.1% | +7.38% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.42% | Trim |
| 47 | HII | Huntington Ingalls Industrie | +0.1% | +70.04% | Add |
| 48 | AMD | Advanced Micro Devices | +0.1% | -51.38% | Trim |
| 49 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -4.18% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +42.15% | Add |
According to official SEC Form 13F filings, Insight Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $1.0B across 182 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PAAA, SPMO, DYNF) accounted for 15.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
FLTR
市值: $28.2M
Top Position Liquidated / Trimmed
IGLB
前期市值: $24.6M
During Q2 2026, Insight Wealth Strategies, LLC's top holdings by market value included PAAA (3.3%)、SPMO (3.3%)、DYNF (3.2%). The largest single position, PAAA, represented 3.3% of total portfolio value.
In Q2 2026, Insight Wealth Strategies, LLC made 192 total portfolio adjustments, initiating 28 new buys, adding to 88 positions, trimming 53 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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