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Insight Wealth Strategies, LLC

Q1 2026 13F Holdings

  • Location
    san ramon, CA
  • Num holdings

    177

  • Value ($000)

    $895,705

  • Date Filed
    04/10/2026
  • Form type
    13F-HR
  • CIK
    0001749914
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CHV

CHEVRON CORPORATION

COM
166764100
$36.25M
4 %

175,223

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$28.14M
3 %

652,469

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$27.62M
3 %

474,784

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$27.38M
3 %

251,203

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$27.02M
3 %

361,651

V
VPLS

VANGUARD MALVERN FDS

CORE-PLUS BD ETF
922020755
$26.62M
3 %

343,106

L
LVHI

LEGG MASON ETF INVT

FRANKLIN INTL LW
52468L505
$25.38M
3 %

626,028

I
IGLB

ISHARES TR

10+ YR INVST GRD
464289511
$24.62M
3 %

495,996

V
VLUE

ISHARES TR

MSCI USA VALUE
46432F388
$22.02M
3 %

154,871

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$21.08M
2 %

188,038

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