StockDriftsStockDriftsTop 50 Insight Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 3.7% | 247.0K | $37.4M | +14.66%(+31.59K) | $106.68(+33.10%) | 2026-09-30 | |
| LVHI | LEGG MASON ETF INVT | 3.65% | 885.4K | $36.9M | +30.36%(+206.20K) | $33.28(+27.84%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.34% | 486.9K | $33.7M | -0.57%(-2.81K) | $52.64(+31.00%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 3.27% | 162.0K | $33.1M | -5.51%(-9.45K) | $121.61(+84.50%) | 2026-09-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.02% | 445.8K | $30.5M | +6.07%(+25.52K) | $79.59(-12.95%) | 2026-09-30 | |
| PAAA | PGIM ETF TR | 2.92% | 576.1K | $29.6M | -12.17%(-79.84K) | $51.31(+0.23%) | 2026-09-30 | |
| GARP | ISHARES TR | 2.91% | 345.1K | $29.4M | +34.82%(+89.11K) | $75.01(+9.25%) | 2026-09-30 | |
| FLTR | VANECK ETF TRUST | 2.88% | 1.14M | $29.1M | +2.99%(+33.11K) | $25.52(+0.19%) | 2026-09-30 | |
| VLUE | ISHARES TR | 2.71% | 138.5K | $27.4M | -8.55%(-12.95K) | $115.70(+66.50%) | 2026-09-30 | |
| TLT | ISHARES TR | 2.54% | 330.2K | $25.7M | +4.19%(+13.27K) | $87.45(-9.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.22% | +33.91% | +3.83% | +20.70% |
| Top 20 Holdings Unweighted | +11.79% | +39.70% | +4.65% | +25.52% |
Insight Wealth Strategies LLC reports $1.01B in US-listed equity holdings across 192 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (3.7%), LVHI (3.6%) and DYNF (3.3%). The top 20 holdings account for 49.93% of reported assets. Its disclosed equity book has returned +33.91% on a three-year cumulative basis. Figures reflect the Q3 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