Q3 2026 13F · SEC CIK 1749914

Insight Wealth Strategies, LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 192
Top holdings a year, 3 yrs: +9.5%
Assets under management: $1.2B

Insight Wealth Strategies, LLC is a wealth manager that reported 192 positions worth $1.0B in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Invesco Exch Traded Fd Tr II (SPMO, 3.7%), Legg Mason ETF Invt (LVHI, 3.7%), Blackrock ETF Trust (DYNF, 3.3%). A portfolio copying its top holdings returned 9.5% a year over the last 3 years, against 20.4% for the S&P 500.

Insight Wealth Strategies, LLC holdings largest 50 of 192 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insight Wealth Strategies, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPMOInvesco Exch Traded Fd Tr II	3.7%	3.3%	247,018	+14.7%	$37.4M
LVHILegg Mason ETF Invt	3.7%	2.7%	885,376	+30.4%	$36.9M
DYNFBlackrock ETF Trust	3.3%	3.2%	486,949	-0.6%	$33.7M
CVXChevron Corporation	3.3%	2.8%	161,957	-5.5%	$33.1M
VCLTVanguard Long-Term Corporate Bond ETF	3.0%	3.1%	445,844	+6.1%	$30.5M
PAAAPgim ETF Tr	2.9%	3.3%	576,138	-12.2%	$29.6M
GARPIshares Tr	2.9%	2.0%	345,059	+34.8%	$29.4M
FLTRVaneck ETF Trust	2.9%	2.8%	1,138,827	+3.0%	$29.1M
VLUEIshares Tr	2.7%	2.9%	138,537	-8.5%	$27.4M
TLTIshares Tr	2.5%	2.6%	330,227	+4.2%	$25.7M
VPLSVanguard Malvern Fds	2.3%	2.3%	309,237	+2.5%	$22.9M
USHYiShares Broad USD High Yield Corporate B	2.2%	—	626,335	—	$22.4M
FNDFSchwab Strategic Tr	2.1%	2.0%	387,160	+0.9%	$20.8M
LRCXLam Research Corp	2.0%	2.3%	61,398	+1.0%	$20.2M
BCIAbrdn Etfs	1.9%	—	761,713	—	$19.7M
TFLRT Rowe Price Exchange-Traded	1.9%	2.7%	383,452	-31.2%	$19.4M
VMBSVanguard Scottsdale Fds	1.7%	—	397,559	—	$17.7M
IGLBIshares Tr	1.7%	—	384,496	—	$17.6M
AAPLApple Inc	1.6%	1.4%	47,432	+0.2%	$15.8M
IDMOInvesco Exch Traded Fd Tr II	1.5%	2.3%	255,416	-33.8%	$15.6M
AVUVAmerican Centy ETF Tr	1.5%	1.5%	126,132	-0.1%	$14.9M
XLKSelect Sector Spdr Tr	1.3%	1.3%	66,724	-8.0%	$13.1M
HFGMTidal Trust I	1.2%	1.1%	388,918	+3.3%	$12.2M
CDXSimplify Exchange Traded Fun	1.1%	1.6%	566,973	-25.8%	$11.4M
IGVIshares Tr	1.1%	—	107,147	—	$11.4M
SAMTStrategas Macro Thematicopportunities Et	1.0%	1.1%	252,888	+0.4%	$10.5M
MSFTMicrosoft Corp	1.0%	0.8%	19,681	-1.7%	$10.1M
IEMGIshares Inc	0.9%	1.7%	116,932	-45.0%	$9.5M
STXSeagate Technology Hldngs Pl	0.9%	0.9%	9,937	+1.4%	$9.2M
KLACKla Corp	0.9%	1.1%	44,707	+1.4%	$8.7M
NVDANvidia Corporation	0.9%	0.7%	38,063	+0.4%	$8.7M
BUGGlobal X Cybersecurity ETF	0.8%	—	184,479	—	$8.5M
FTNTFortinet Inc	0.8%	0.9%	44,762	-22.9%	$8.0M
NTAPNetapp Inc	0.8%	—	37,957	—	$8.0M
MRKMerck & Co Inc	0.8%	0.7%	54,318	-0.0%	$7.9M
BIIBBiogen Inc	0.8%	0.7%	34,161	-0.5%	$7.7M
INCYIncyte Corp	0.8%	0.7%	63,207	+1.7%	$7.7M
AMZNAmazon Com Inc	0.7%	0.7%	30,014	-0.9%	$7.5M
SWKStanley Black & Decker Inc	0.7%	0.8%	83,399	-1.1%	$7.4M
CORCencora Inc	0.7%	0.7%	24,223	-0.4%	$7.3M
MSIMotorola Solutions Inc	0.7%	0.7%	16,275	+0.3%	$7.3M
GOOGLAlphabet Inc	0.7%	0.7%	20,460	-0.1%	$7.0M
DVNDevon Energy Corp New	0.7%	—	149,247	—	$6.9M
FIXComfort Sys USA Inc	0.7%	0.8%	4,074	-12.1%	$6.7M
GWWWw Grainger Inc	0.7%	0.7%	5,396	+1.0%	$6.7M
ILMNIllumina Inc	0.7%	—	24,488	—	$6.7M
TERTeradyne Inc	0.7%	0.7%	16,658	+3.0%	$6.7M
CENXCentury Alum Co	0.7%	—	185,329	—	$6.7M
AVGOBroadcom Inc	0.7%	—	18,789	—	$6.6M
REGNRegeneron Pharmaceuticals	0.6%	—	8,617	—	$6.5M

What Insight Wealth Strategies, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +9.5% /yr; S&P 500 +20.4%
5 years: +3.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.0B	192
Q2 2026	$1.0B	182
Q1 2026	$895.7M	177
Q4 2025	$872.1M	171
Q3 2025	$848.7M	171
Q2 2025	$791.7M	171
Q1 2025	$742.7M	158
Q4 2024	$745.7M	152
Q3 2024	$759.2M	159
Q2 2024	$702.8M	157
Q1 2024	$681.2M	159
Q4 2023	$619.2M	153

Questions about Insight Wealth Strategies, LLC's portfolio

What stocks does Insight Wealth Strategies, LLC own?

Insight Wealth Strategies, LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 192 positions worth $1.0B. The largest are Invesco Exch Traded Fd Tr II (SPMO) at 3.7%, Legg Mason ETF Invt (LVHI) at 3.7%, Blackrock ETF Trust (DYNF) at 3.3%, Chevron Corporation (CVX) at 3.3% and Vanguard Long-Term Corporate Bond ETF (VCLT) at 3.0%.

What did Insight Wealth Strategies, LLC buy last quarter?

In Q3 2026, Insight Wealth Strategies, LLC added Ishares Tr (GARP) (+34.8% shares), Legg Mason ETF Invt (LVHI) (+30.4% shares) and Invesco Exch Traded Fd Tr II (SPMO) (+14.7% shares), compared with its Q2 2026 filing.

What did Insight Wealth Strategies, LLC sell last quarter?

In Q3 2026, Insight Wealth Strategies, LLC cut from its top 50 Invesco Exch Traded Fd Tr II (VRP), cut from its top 50 Spdr Series Trust (KRE), cut from its top 50 Ishares Tr (STIP), cut from its top 50 Invesco Exchange Traded Fd T (XMMO), cut from its top 50 Ishares Tr (IHE), Ishares Inc (IEMG) (-45.0% shares), Invesco Exch Traded Fd Tr II (IDMO) (-33.8% shares) and T Rowe Price Exchange-Traded (TFLR) (-31.2% shares), compared with its Q2 2026 filing.

How has Insight Wealth Strategies, LLC's portfolio performed?

A portfolio copying Insight Wealth Strategies, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +3.7% a year against +11.6%.

When is Insight Wealth Strategies, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Insight Wealth Strategies, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Insight Wealth Strategies, LLC manage?

Insight Wealth Strategies, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.