What does Insight Wealth Strategies, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Insight Wealth Strategies, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CHEVRON CORPORATION

$36M175K4.0%

GOLDMAN SACHS ETF TR

$28M652K3.1%

BLACKROCK ETF TRUST

$28M475K3.1%

ISHARES TR

$27M251K3.1%

VANGUARD SCOTTSDALE FDS

$27M362K3.0%

VANGUARD MALVERN FDS

$27M343K3.0%

LEGG MASON ETF INVT

$25M626K2.8%

ISHARES TR

$25M496K2.7%

ISHARES TR

$22M155K2.5%

INVESCO EXCH TRADED FD TR II

$21M188K2.4%

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