Insight Wealth Strategies, LLC: 13F holdings
CIK 17499142026Q2
| Positions | 182 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 182 (+5 vs prior quarter) |
|---|
| Reported value | $1.0bn (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAAA PGIM ETF TR | 655,982 | $33.6m | 3.3% |
| SPMO INVESCO EXCH TRADED FD TR II | 215,430 | $33.5m | 3.3% |
| DYNF BLACKROCK ETF TRUST | 489,757 | $33.1m | 3.2% |
| VCLT VANGUARD SCOTTSDALE FDS | 420,326 | $31.4m | 3.1% |
| VLUE ISHARES TR | 151,486 | $29.6m | 2.9% |
| CVX CHEVRON CORPORATION | 171,403 | $28.4m | 2.8% |
| FLTR VANECK ETF TRUST | 1,105,715 | $28.2m | 2.8% |
| T ROWE PRICE EXCHANGE-TRADED | 557,681 | $28.1m | 2.7% |
| LVHI LEGG MASON ETF INVT | 679,172 | $27.4m | 2.7% |
| TLT ISHARES TR | 316,959 | $27.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1749914")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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