Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Insight Wealth Strategies, LLC (CIK 1749914) reported $1.02B across 182 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PAAA ($33.6M, 3.28%), SPMO ($33.5M, 3.27%), DYNF ($33.1M, 3.23%), VCLT ($31.4M, 3.06%), VLUE ($29.6M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PAAA | PGIM ETF TR | $33.6M | 3.28% | 655,982 | Added |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $33.5M | 3.27% | 215,430 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $33.1M | 3.23% | 489,757 | Added |
| 4 | VCLT | VANGUARD SCOTTSDALE FDS | $31.4M | 3.06% | 420,326 | Added |
| 5 | VLUE | ISHARES TR | $29.6M | 2.89% | 151,486 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $28.4M | 2.77% | 171,403 | Trimmed |
| 7 | FLTR | VANECK ETF TRUST | $28.2M | 2.76% | 1.1M | New |
| 8 | TFLR | T ROWE PRICE EXCHANGE-TRADED | $28.1M | 2.74% | 557,681 | Added |
| 9 | LVHI | LEGG MASON ETF INVT | $27.4M | 2.68% | 679,172 | Added |
| 10 | TLT | ISHARES TR | $27.1M | 2.65% | 316,959 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $23.8M | 2.32% | 60,806 | Trimmed |
| 12 | VPLS | VANGUARD MALVERN FDS | $23.3M | 2.27% | 301,707 | Trimmed |
| 13 | IDMO | INVESCO EXCH TRADED FD TR II | $23.1M | 2.25% | 385,732 | Added |
| 14 | VRP | INVESCO EXCH TRADED FD TR II | $22.7M | 2.21% | 930,732 | New |
| 15 | STLG | ISHARES TR | $20.9M | 2.04% | 255,947 | New |
| 16 | FNDF | SCHWAB STRATEGIC TR | $20.0M | 1.95% | 383,655 | New |
| 17 | KRE | SPDR SERIES TRUST | $18.8M | 1.84% | 247,026 | New |
| 18 | STIP | ISHARES TR | $18.7M | 1.82% | 184,565 | Added |
| 19 | IEMG | ISHARES INC | $17.1M | 1.67% | 212,673 | Added |
| 20 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $16.0M | 1.56% | 764,328 | Added |
| 21 | AVUV | AMERICAN CENTY ETF TR | $15.7M | 1.53% | 126,289 | Added |
| 22 | XMMO | INVESCO EXCHANGE TRADED FD T | $15.5M | 1.51% | 93,115 | Added |
| 23 | AAPL | APPLE INC | $13.9M | 1.36% | 47,318 | Added |
| 24 | XLK | SELECT SECTOR SPDR TR | $13.5M | 1.31% | 72,545 | Trimmed |
| 25 | IHE | ISHARES TR | $12.1M | 1.18% | 122,642 | Added |
Source: SEC Form 13F filings · as of 2026-06-30