Insight Wealth Strategies, LLC
CIK: 1749914SEC EDGAR →
Portfolio Value
$542.0B
Holdings
182
As of
Q2 2026
New Positions
176
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PGIM ETF TR | 655,982 | $33.6B | 6.21% |
| 2 | BLACKROCK ETF TRUST | 489,757 | $33.1B | 6.10% |
| 3 | VANGUARD SCOTTSDALE FDS | 420,326 | $31.4B | 5.79% |
| 4 | VANECK ETF TRUST | 1,105,715 | $28.2B | 5.21% |
| 5 | T ROWE PRICE EXCHANGE-TRADED | 557,681 | $28.1B | 5.18% |
| 6 | LEGG MASON ETF INVT | 679,172 | $27.4B | 5.06% |
| 7 | ISHARES TR | 316,959 | $27.1B | 5.00% |
| 8 | VANGUARD MALVERN FDS | 301,707 | $23.3B | 4.30% |
| 9 | INVESCO EXCH TRADED FD TR II | 385,732 | $23.1B | 4.26% |
| 10 | INVESCO EXCH TRADED FD TR II | 930,732 | $22.7B | 4.18% |
Quarterly Changes
New Positions (29)
$28.2B · 1.1M shares
$22.7B · 931K shares
$20.9B · 256K shares
$20.0B · 384K shares
$18.8B · 247K shares
$6.6B · 162K shares
$5.8B · 144K shares
$508.9M · 10K shares
$290.8M · 4K shares
$246.6M · 5K shares
$212.9M · 3K shares
$204.1M · 5K shares
$7.7M · 39K shares
$7.1M · 62K shares
$6.9M · 12K shares
$6.9M · 41K shares
$6.9M · 16K shares
$6.2M · 47K shares
$6.1M · 33K shares
$5.9M · 31K shares
$5.9M · 55K shares
$5.8M · 37K shares
$4.8M · 23K shares
$4.3M · 28K shares
$345K · 1K shares
$306K · 3K shares
$262K · 264 shares
$245K · 820 shares
$216K · 850 shares
Closed Positions (24)
$24.6B · 496K shares
$20.5B · 453K shares
$16.1B · 832K shares
$14.1B · 666K shares
$8.1B · 173K shares
$4.7B · 270K shares
$4.5B · 248K shares
$4.1B · 56K shares
$4.0B · 67K shares
$2.5B · 27K shares
$2.5B · 26K shares
$237.1M · 3K shares
$210.5M · 4K shares
$200.6M · 3K shares
$12.6M · 86K shares
$5.9M · 14K shares
$5.4M · 53K shares
$5.3M · 31K shares
$4.1M · 21K shares
$3.8M · 7K shares
$3.7M · 19K shares
$3.3M · 19K shares
$2.9M · 22K shares
$508K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $449.3B | 82.9% |
| Healthcare | 12 | $23.7B | 4.4% |
| Unknown | 11 | $19.5B | 3.6% |
| Energy | 6 | $16.5B | 3.0% |
| Technology | 28 | $13.1B | 2.4% |
| Industrials | 10 | $8.0B | 1.5% |
| Basic Materials | 2 | $6.2B | 1.1% |
| Consumer Cyclical | 7 | $5.0B | 0.9% |
| Communication Services | 4 | $447.3M | 0.1% |
| Consumer Defensive | 4 | $301.3M | 0.1% |
| Utilities | 3 | $6.6M | 0.0% |