Insight Wealth Strategies, LLC

hedge fundUpdated 62 days ago

Managed by Insight Wealth Strategies, Llc • Latest filing Q2 2026

Portfolio value

$1B

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

25.2%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$522.5M
Q3 2023	$517.7M
Q4 2023	$619.2M
Q1 2024	$681.2M
Q2 2024	$702.8M
Q3 2024	$759.2M
Q4 2024	$745.7M
Q1 2025	$742.7M
Q2 2025	$791.7M
Q3 2025	$848.7M
Q4 2025	$872.1M
Q1 2026	$895.7M
Q2 2026	$1B

Top holdings

183 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A PGIM ETF TR	$33.6M	656.0K	3.28%	Added(+3395.2%)
2	? N/A INVESCO EXCH TRADED FD TR II	$33.5M	215.4K	3.27%	Added(+14.6%)
3	? N/A BLACKROCK ETF TRUST	$33.1M	489.8K	3.23%	Added(+3.1%)
4	? N/A VANGUARD SCOTTSDALE FDS	$31.4M	420.3K	3.06%	Added(+16.2%)
5	E ETHA ISHARES TR	$29.6M	151.5K	2.89%	Trimmed(-2.2%)
6	C CVX CHEVRON CORPORATION	$28.4M	171.4K	2.77%	Trimmed(-2.2%)
7	? N/A VANECK ETF TRUST	$28.2M	1.11M	2.76%	—
8	? N/A T ROWE PRICE EXCHANGE-TRADED	$28.1M	557.7K	2.74%	Added(+102.2%)
9	? N/A LEGG MASON ETF INVT	$27.4M	679.2K	2.68%	Added(+8.5%)
10	? N/A ISHARES TR	$27.1M	317.0K	2.65%	Added(+990.3%)
11	L LRCX LAM RESEARCH CORP	$23.8M	60.8K	2.32%	Trimmed(-12.1%)
12	? N/A VANGUARD MALVERN FDS	$23.3M	301.7K	2.27%	Trimmed(-12.1%)
13	? N/A INVESCO EXCH TRADED FD TR II	$23.1M	385.7K	2.25%	Added(+4.7%)
14	? N/A INVESCO EXCH TRADED FD TR II	$22.7M	930.7K	2.21%	—
15	? N/A ISHARES TR	$20.9M	255.9K	2.04%	—
16	? N/A SCHWAB STRATEGIC TR	$20M	383.7K	1.95%	—
17	? N/A SPDR SERIES TRUST	$18.8M	247.0K	1.84%	—
18	? N/A ISHARES TR	$18.7M	184.6K	1.82%	Added(+55.7%)
19	E ETHA ISHARES INC	$17.1M	212.7K	1.67%	Added(+14.6%)
20	? N/A SIMPLIFY EXCHANGE TRADED FUN	$16M	764.3K	1.56%	Added(+12.4%)

?

1.N/A

PGIM ETF TR

+3395.2%

Value

$33.6M

Shares

656.0K

% Port

3.28%

?

2.N/A

INVESCO EXCH TRADED FD TR II

+14.6%

Value

$33.5M

Shares

215.4K

% Port

3.27%

?

3.N/A

BLACKROCK ETF TRUST

+3.1%

Value

$33.1M

Shares

489.8K

% Port

3.23%

?

4.N/A

VANGUARD SCOTTSDALE FDS

+16.2%

Value

$31.4M

Shares

420.3K

% Port

3.06%

E

ISHARES TR

-2.2%

Value

$29.6M

Shares

151.5K

% Port

2.89%

C

CHEVRON CORPORATION

-2.2%

Value

$28.4M

Shares

171.4K

% Port

2.77%

?

7.N/A

VANECK ETF TRUST

Value

$28.2M

Shares

1.11M

% Port

2.76%

?

8.N/A

T ROWE PRICE EXCHANGE-TRADED

+102.2%

Value

$28.1M

Shares

557.7K

% Port

2.74%

?

9.N/A

LEGG MASON ETF INVT

+8.5%

Value

$27.4M

Shares

679.2K

% Port

2.68%

?

10.N/A

ISHARES TR

+990.3%

Value

$27.1M

Shares

317.0K

% Port

2.65%

L

LAM RESEARCH CORP

-12.1%

Value

$23.8M

Shares

60.8K

% Port

2.32%

?

12.N/A

VANGUARD MALVERN FDS

-12.1%

Value

$23.3M

Shares

301.7K

% Port

2.27%

?

13.N/A

INVESCO EXCH TRADED FD TR II

+4.7%

Value

$23.1M

Shares

385.7K

% Port

2.25%

?

14.N/A

INVESCO EXCH TRADED FD TR II

Value

$22.7M

Shares

930.7K

% Port

2.21%

?

15.N/A

ISHARES TR

Value

$20.9M

Shares

255.9K

% Port

2.04%

?

16.N/A

SCHWAB STRATEGIC TR

Value

$20M

Shares

383.7K

% Port

1.95%

?

17.N/A

SPDR SERIES TRUST

Value

$18.8M

Shares

247.0K

% Port

1.84%

?

18.N/A

ISHARES TR

+55.7%

Value

$18.7M

Shares

184.6K

% Port

1.82%

E

ISHARES INC

+14.6%

Value

$17.1M

Shares

212.7K

% Port

1.67%

?

20.N/A

SIMPLIFY EXCHANGE TRADED FUN

+12.4%

Value

$16M

Shares

764.3K

% Port

1.56%

View full portfolio (183 holdings) →

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