Insight Wealth Strategies, LLC
CIK: 1749914SEC EDGAR →
Portfolio Value
$476.3B
Holdings
177
As of
Q1 2026
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 652,469 | $28.1B | 5.91% |
| 2 | BLACKROCK ETF TRUST | 474,784 | $27.6B | 5.80% |
| 3 | VANGUARD SCOTTSDALE FDS | 361,651 | $27.0B | 5.67% |
| 4 | VANGUARD MALVERN FDS | 343,106 | $26.6B | 5.59% |
| 5 | LEGG MASON ETF INVT | 626,028 | $25.4B | 5.33% |
| 6 | ISHARES TR | 495,996 | $24.6B | 5.17% |
| 7 | JANUS DETROIT STR TR | 453,389 | $20.5B | 4.30% |
| 8 | INVESCO EXCH TRADED FD TR II | 368,510 | $20.2B | 4.24% |
| 9 | INVESCO EXCH TRADED FD TR II | 831,758 | $16.1B | 3.39% |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | 680,098 | $14.5B | 3.05% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $395.6B | 83.1% |
| Energy | 8 | $23.4B | 4.9% |
| Technology | 22 | $21.6B | 4.5% |
| Healthcare | 11 | $12.9B | 2.7% |
| Basic Materials | 1 | $8.6B | 1.8% |
| Industrials | 9 | $5.0B | 1.0% |
| Consumer Defensive | 5 | $4.3B | 0.9% |
| Consumer Cyclical | 7 | $3.8B | 0.8% |
| Communication Services | 4 | $599.0M | 0.1% |
| Unknown | 10 | $457.6M | 0.1% |
| Utilities | 3 | $6.1M | 0.0% |