StockDriftsStockDriftsTop 50 Insight Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PAAA | PGIM ETF TR | 3.28% | 656.0K | $33.6M | +3395.22%(+637.21K) | $51.31(+0.20%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.27% | 215.4K | $33.5M | +14.57%(+27.39K) | $99.37(+54.29%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.23% | 489.8K | $33.1M | +3.15%(+14.97K) | $51.02(+37.51%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.06% | 420.3K | $31.4M | +16.22%(+58.67K) | $80.03(-10.59%) | 2026-06-30 | |
| VLUE | ISHARES TR | 2.89% | 151.5K | $29.6M | -2.19%(-3.38K) | $115.70(+76.39%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 2.77% | 171.4K | $28.4M | -2.18%(-3.82K) | $121.61(+65.57%) | 2026-06-30 | |
| FLTR | VANECK ETF TRUST | 2.76% | 1.11M | $28.2M | new | $25.52(+0.12%) | 2026-06-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 2.74% | 557.7K | $28.1M | +102.23%(+281.91K) | $50.79(+0.17%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 2.68% | 679.2K | $27.4M | +8.49%(+53.14K) | $30.90(+38.72%) | 2026-06-30 | |
| TLT | ISHARES TR | 2.65% | 317.0K | $27.1M | +990.33%(+287.89K) | $104.02(-21.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.02% | +33.19% | +3.96% | +21.44% |
| Top 20 Holdings Unweighted | +11.75% | +39.54% | +4.79% | +26.34% |
Insight Wealth Strategies, LLC reports $1.02B in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are PAAA (3.3%), SPMO (3.3%) and DYNF (3.2%). The top 20 holdings account for 49.26% of reported assets. Its disclosed equity book has returned +33.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Insight Wealth Strategies, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1749914). View Insight Wealth Strategies, LLC’s 13F filings on SEC