DOSSIER · 13F-HR · Q3 2026

Insight Wealth Strategies, LLC

$1.0B in tracked AUM across 194 positions as of Q3 2026.

IW
CIK 0001749914 · last filed Sep 30, 2026
Total AUM
$1.0B
as of Q3 2026
Holdings
194
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Insight Wealth Strategies runs a $1.0 billion, 183-holding book built almost entirely from factor and fixed-income ETFs, and this quarter it rewired the bond side of that book rather than made a directional equity call. The firm exited four core fixed-income funds outright — the investment-grade corporate ETF LQD ($27.4 million), the long-duration corporate ETF IGLB ($24.6 million), the mortgage-backed JMBS ($20.5 million) and the high-yield PGHY ($16.1 million) — and replaced them with a new $27.1 million stake in the 20+ year Treasury ETF TLT, a new $28.2 million position in the floating-rate note fund FLTR, and a new $22.7 million stake in the preferred/hybrid ETF VRP. The effect is a barbell: extend duration risk into long Treasuries at one end while shifting the credit sleeve toward floating-rate and preferred instruments at the other, stepping away from plain investment-grade corporate exposure. Chevron (CVX), the largest single holding a quarter ago at 4.1% of the book, was trimmed to 2.8% and is now outranked by six different ETFs — the portfolio's center of gravity has shifted fully into the fund lineup.

Insight Wealth Strategies' 13F for the quarter ended June 30, 2026 shows a $1.0 billion portfolio spread across 183 positions, and unlike most 13F filers the top of the sheet is not stock names — it's a rotating cast of fixed-income and factor ETFs. ETFs account for $322.8 million of the book outright, with another $242.0 million in fund positions the data leaves sector-unclassified. Chevron (CVX), the only true single-stock name in the top 10, was trimmed from 4.1% of the book to 2.8% this quarter and is now the sixth-largest position, behind five different ETFs.

The rotation: out of core credit, into duration and floating rate
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPMO
INVESCO EXCH TRADED FD TR II
$37M247K3.7%
02
LVHI
LEGG MASON ETF INVT
$37M885K3.7%
03
DYNF
BLACKROCK ETF TRUST
$34M487K3.3%
04
CVX
CHEVRON CORPORATION
$33M162K3.3%
05
VCLT
VANGUARD SCOTTSDALE FDS
$31M446K3.0%
06
PAAA
PGIM ETF TR
$30M576K2.9%
07
GARP
ISHARES TR
$29M345K2.9%
08
FLTR
VANECK ETF TRUST
$29M1.1M2.9%
09
VLUE
ISHARES TR
$27M139K2.7%
10
TLT
ISHARES TR
$26M330K2.5%

Filing history

2026Q3Sep 30
$1.0B▼ 1.3%
194 positionsView →
2026Q2Jun 30
$1.0B▲ 14.4%
183 positionsView →
2026Q1Mar 31
$896M▲ 2.7%
177 positionsView →
2025Q4Dec 31
$872M▲ 101.3%
171 positionsView →
2025Q3Sep 30
$433M▼ 45.3%
86 positionsLocked
2025Q2Jun 30
$792M▲ 6.6%
171 positionsLocked
2025Q1Mar 31
$743M▼ 0.4%
158 positionsLocked
2024Q4Dec 31
$746M▼ 1.8%
152 positionsLocked
2024Q3Sep 30
$759M▲ 8.0%
159 positionsLocked
2024Q2Jun 30
$703M▲ 3.2%
157 positionsLocked
2024Q1Mar 31
$681M▲ 10.0%
159 positionsLocked
2023Q4Dec 31
$619M▲ 19.6%
153 positionsLocked
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