Insight Wealth Strategies, LLC
CIK: 1749914SEC EDGAR →
Portfolio Value
$565.3B
Holdings
192
As of
Q3 2026
New Positions
21
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LEGG MASON ETF INVT | 885,376 | $36.9B | 6.53% |
| 2 | BLACKROCK ETF TRUST | 486,949 | $33.7B | 5.97% |
| 3 | VANGUARD SCOTTSDALE FDS | 445,844 | $30.5B | 5.40% |
| 4 | PGIM ETF TR | 576,138 | $29.6B | 5.23% |
| 5 | ISHARES TR | 345,059 | $29.4B | 5.20% |
| 6 | VANECK ETF TRUST | 1,138,827 | $29.1B | 5.15% |
| 7 | ISHARES TR | 330,227 | $25.7B | 4.54% |
| 8 | VANGUARD MALVERN FDS | 309,237 | $22.9B | 4.05% |
| 9 | ISHARES TR | 626,335 | $22.4B | 3.96% |
| 10 | SCHWAB STRATEGIC TR | 387,160 | $20.8B | 3.68% |
Quarterly Changes
New Positions (25)
$22.4B · 626K shares
$19.7B · 762K shares
$17.7B · 398K shares
$17.6B · 384K shares
$8.5B · 184K shares
$6.2B · 415K shares
$5.8B · 103K shares
$5.7B · 97K shares
$4.9B · 259K shares
$4.4B · 256K shares
$1.6B · 53K shares
$711.5M · 14K shares
$424.8M · 7K shares
$385.9M · 9K shares
$348.9M · 9K shares
$284.7M · 12K shares
$242.3M · 3K shares
$203.6M · 2K shares
$11.4M · 107K shares
$8.7M · 38K shares
$7.5M · 30K shares
$6.7M · 19K shares
$4.3M · 26K shares
EXXONMOBIL HOLDINGS CORP
$2.3M · 14K shares
$327K · 3K shares
Closed Positions (15)
$22.7B · 931K shares
$5.8B · 144K shares
$5.1B · 64K shares
$484.1M · 6K shares
$246.6M · 5K shares
$204.1M · 5K shares
$18.7M · 185K shares
$7.7M · 39K shares
$7.3M · 30K shares
$6.9M · 12K shares
$6.8M · 18K shares
$1.9M · 14K shares
$229K · 1K shares
$225K · 1K shares
$203K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 106 | $486.5B | 86.1% |
| Healthcare | 13 | $20.1B | 3.6% |
| Technology | 28 | $15.8B | 2.8% |
| Energy | 5 | $12.8B | 2.3% |
| Industrials | 11 | $7.7B | 1.4% |
| Basic Materials | 2 | $6.7B | 1.2% |
| Unknown | 11 | $6.5B | 1.2% |
| Communication Services | 5 | $5.3B | 0.9% |
| Consumer Cyclical | 6 | $3.6B | 0.6% |
| Consumer Defensive | 3 | $335.8M | 0.1% |
| Utilities | 2 | $6.7M | 0.0% |