Insight Wealth Strategies, LLC
Q2 2026 13F Holdings
- Locationsan ramon, CA
- Num holdings
183
- Value ($000)
$1,024,551
- Date Filed 07/10/2026
- Form type13F-HR
- CIK 0001749914
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PGIM ETF TR | AAA CLO ETF | 69344A834 | $33.65M | 3 % | 655,982 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $33.46M | 3 % | 215,430 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $33.06M | 3 % | 489,757 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $31.38M | 3 % | 420,326 | ||
ISHARES TR | MSCI USA VALUE | 46432F388 | $29.61M | 3 % | 151,486 | ||
CHEVRON CORPORATION | COM | 166764100 | $28.4M | 3 % | 171,403 | ||
VANECK ETF TRUST | IG FLOA RATE ETF | 92189F486 | $28.23M | 3 % | 1,105,715 | ||
T ROWE PRICE EXCHANGE-TRADED | FLOATING RATE | 87283Q883 | $28.1M | 3 % | 557,681 | ||
LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $27.44M | 3 % | 679,172 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | $27.11M | 3 % | 316,959 |
Rows Per Page
10
- 10
- 50
- 100