account_balance
Investment manager · 13F filer · SEC CIK 1749914
Insight Wealth Strategies, LLC
Reported value$1.01Bas of Sep 30, 2026
Positions192 21 new, 11 sold out
Top 10 weight31.0%SPMO alone is 4%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPMOInvesco Exch Traded Fd Tr II
3.7%Added +15%
LVHILegg Mason ETF Invt
3.7%Added +30%
DYNFBlackRock ETF Trust
3.3%
CVXChevron Corp
3.3%Trimmed −6%
VCLTVanguard Scottsdale FDS
3.0%Added +6%
PAAAPgim ETF Tr
2.9%Trimmed −12%
GARPiShares Tr
2.9%Added +35%
FLTRVaneck ETF Trust
2.9%Added +3%
VLUEiShares Tr
2.7%Trimmed −9%
TLTiShares Tr
2.5%Added +4%
VPLSVanguard Malvern FDS
2.3%Added +2%
USHYiShares Tr
2.2%
SPMOInvesco Exch Traded Fd Tr II
3.7%+15%
LVHILegg Mason ETF Invt
3.7%+30%
DYNFBlackRock ETF Trust
3.3%
CVXChevron Corp
3.3%−6%
VCLTVanguard Scottsdale FDS
3.0%+6%
PAAAPgim ETF Tr
2.9%−12%
GARPiShares Tr
2.9%
FLTRVaneck ETF Trust
2.9%
VLUEiShares Tr
2.7%−9%
TLTiShares Tr
2.5%+4%
VPLSVanguard Malvern FDS
2.3%
USHYiShares Tr
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPMO Invesco Exch Traded Fd Tr II 3.7% Added +15%
LVHI Legg Mason ETF Invt 3.7% Added +30%
DYNF BlackRock ETF Trust 3.3% Held
CVX Chevron Corp 3.3% Trimmed −6%VCLT Vanguard Scottsdale FDS 3.0% Added +6%
PAAA Pgim ETF Tr 2.9% Trimmed −12%
GARP iShares Tr 2.9% Added +35%
FLTR Vaneck ETF Trust 2.9% Added +3%
VLUE iShares Tr 2.7% Trimmed −9%
TLT iShares Tr 2.5% Added +4%
VPLS Vanguard Malvern FDS 2.3% Added +2%
USHY iShares Tr 2.2% New
What changed
Biggest moves since Jun 30, 2026
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