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Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC is a financial planning firm that provides investment advisory services to individuals and other types of clients. They operate on a fee-only model and pride themselves on being fiduciaries who act in the best interest of their clients.
Latest 13F Filing Activity
Insight Wealth Strategies, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 168 equity positions with a total 13F market value of $849M. The fund increased holdings in Dimensional Etf Trust, Invesco Exch Traded FD TR II, Simplify Exchange Traded Fun among other positions. Insight Wealth Strategies, LLC reduced exposure to Ishares TR, First TR Exchange-traded FD, Ishares TR among others.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CVX | CHEVRON CORP NEW | 4.00% | $34.0M | 218,809 | $118.89 | $155.29 | +$2.3M |
V VCLT | VANGUARD SCOTTSDALE FDS | 3.58% | $30.4M | 390,926 | $80.56 | $77.65 | +$1.5M |
P PFF | ISHARES TR | 3.36% | $28.5M | 901,080 | $32.51 | $31.62 | +$1.4M |
T TLT | ISHARES TR | 3.31% | $28.1M | 314,160 | $96.46 | $89.37 | +$1.3M |
S SPMO | INVESCO EXCH TRADED FD TR II | 3.13% | $26.6M | 219,768 | $92.53 | $121.06 | +$2.1M |
Industry Allocation
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