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 $895.7M across 177 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVX ($36.3M, 4.05%), GSIE ($28.1M, 3.14%), DYNF ($27.6M, 3.08%), LQD ($27.4M, 3.06%), VCLT ($27.0M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | $36.3M | 4.05% | 175,223 | Trimmed |
| 2 | GSIE | GOLDMAN SACHS ETF TR | $28.1M | 3.14% | 652,469 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $27.6M | 3.08% | 474,784 | Added |
| 4 | LQD | ISHARES TR | $27.4M | 3.06% | 251,203 | Trimmed |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $27.0M | 3.02% | 361,651 | Trimmed |
| 6 | VPLS | VANGUARD MALVERN FDS | $26.6M | 2.97% | 343,106 | New |
| 7 | LVHI | LEGG MASON ETF INVT | $25.4M | 2.83% | 626,028 | Added |
| 8 | IGLB | ISHARES TR | $24.6M | 2.75% | 495,996 | Added |
| 9 | VLUE | ISHARES TR | $22.0M | 2.46% | 154,871 | Added |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $21.1M | 2.35% | 188,038 | Trimmed |
| 11 | JMBS | JANUS DETROIT STR TR | $20.5M | 2.29% | 453,389 | Added |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | $20.2M | 2.26% | 368,510 | Added |
| 13 | PGHY | INVESCO EXCH TRADED FD TR II | $16.1M | 1.80% | 831,758 | New |
| 14 | LRCX | LAM RESEARCH CORP | $14.8M | 1.65% | 69,168 | Trimmed |
| 15 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $14.5M | 1.62% | 680,098 | Added |
| 16 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $14.1M | 1.57% | 666,189 | Added |
| 17 | TFLR | T ROWE PRICE ETF INC | $13.9M | 1.55% | 275,770 | Trimmed |
| 18 | QUAL | ISHARES TR | $13.8M | 1.54% | 71,720 | Trimmed |
| 19 | AVUV | AMERICAN CENTY ETF TR | $13.7M | 1.53% | 124,387 | Trimmed |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | $13.4M | 1.49% | 92,075 | Added |
| 21 | IEMG | ISHARES INC | $12.9M | 1.45% | 185,574 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $12.6M | 1.40% | 85,647 | Added |
| 23 | STIP | ISHARES TR | $12.3M | 1.37% | 118,544 | New |
| 24 | BKGI | BNY MELLON ETF TRUST | $11.8M | 1.32% | 264,809 | Added |
| 25 | AAPL | APPLE INC | $11.6M | 1.29% | 45,628 | Added |
Source: SEC Form 13F filings · as of 2026-03-31