Insight Wealth Strategies, LLC
CIK 1749914
13F filing for Q2 2026・No. 2,548
- Holdings
- US$1.02B
- Quarter change
- +US$126.95M
- Entries
- 182
- Net bought (estimate)
- +US$41.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 28
- Sold out 23
- Cut 55
- Added 91
- Corporate actions 0
- Unchanged 8
Largest holdings
182 stocks worth US$1.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PGIM ETF TRAAA CLO ETF | Added | 655,982 | US$33.65M | 3.28% |
| INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | Added | 215,430 | US$33.46M | 3.27% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 489,757 | US$33.06M | 3.23% |
| VANGUARD SCOTTSDALE FDSLG-TERM COR BD | Added | 420,326 | US$31.38M | 3.06% |
| ISHARES TRMSCI USA VALUE | Cut | 151,486 | US$29.61M | 2.89% |
| CVXCHEVRON CORPORATIONCOM | Cut | 171,403 | US$28.4M | 2.77% |
| VANECK ETF TRUSTIG FLOA RATE ETF | New | 1,105,715 | US$28.23M | 2.76% |
| T ROWE PRICE EXCHANGE-TRADEDFLOATING RATE | Added | 557,681 | US$28.1M | 2.74% |
| LEGG MASON ETF INVTFRANKLIN INTL LW | Added | 679,172 | US$27.44M | 2.68% |
| TLTISHARES TR20 YR TR BD ETF | Added | 316,959 | US$27.11M | 2.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.