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Insight Wealth Strategies, LLC
hedge fundUpdated 27 days agoManaged by Insight Wealth Strategies, Llc • Latest filing Q3 2026
Portfolio value
$1B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $872.1M |
| Q1 2026 | $895.7M |
| Q2 2026 | $1B |
| Q3 2026 | $1B |
Top holdings
194 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $37.4M | 247.0K | 3.70% | Added(+14.7%) | |
| 2 | $36.9M | 885.4K | 3.65% | Added(+30.4%) | |
| 3 | $33.7M | 486.9K | 3.34% | Trimmed(-0.6%) | |
| 4 | $33.1M | 162.0K | 3.27% | Trimmed(-5.5%) | |
| 5 | $30.5M | 445.8K | 3.02% | Added(+6.1%) | |
| 6 | ? N/A PGIM ETF TR | $29.6M | 576.1K | 2.92% | Trimmed(-12.2%) |
| 7 | $29.4M | 345.1K | 2.91% | Added(+34.8%) | |
| 8 | $29.1M | 1.14M | 2.88% | Added(+3.0%) | |
| 9 | $27.4M | 138.5K | 2.71% | Trimmed(-8.6%) | |
| 10 | $25.7M | 330.2K | 2.54% | Added(+4.2%) | |
| 11 | $22.9M | 309.2K | 2.26% | Added(+2.5%) | |
| 12 | $22.4M | 626.3K | 2.21% | — | |
| 13 | $20.8M | 387.2K | 2.06% | Added(+0.9%) | |
| 14 | $20.2M | 61.4K | 2.00% | Added(+1.0%) | |
| 15 | ? N/A ABRDN ETFS | $19.7M | 761.7K | 1.95% | — |
| 16 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $19.4M | 383.5K | 1.92% | Trimmed(-31.2%) |
| 17 | $17.7M | 397.6K | 1.75% | — | |
| 18 | $17.6M | 384.5K | 1.74% | — | |
| 19 | $15.8M | 47.4K | 1.56% | Added(+0.2%) | |
| 20 | ? N/A INVESCO EXCH TRADED FD TR II | $15.6M | 255.4K | 1.54% | Trimmed(-33.8%) |