Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC reported 183 positions worth $1.02B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: PAAA (3.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PAAA | SH | $33.6M | 3.28% | 655,982 | — | — | |
| ▸ 2 | SPMO | SH | $33.5M | 3.27% | 215,430 | — | — | |
| ▸ 3 | DYNF | SH | $33.1M | 3.23% | 489,757 | — | — | |
| ▸ 4 | VCLT | SH | $31.4M | 3.06% | 420,326 | — | — | |
| ▸ 5 | VLUE | SH | $29.6M | 2.89% | 151,486 | — | — | |
| ▸ 6 | CVX | SH | $28.4M | 2.77% | 171,403 | — | — | |
| ▸ 7 | FLTR | SH | $28.2M | 2.76% | 1,105,715 | — | — | |
| ▸ 8 | TFLR | SH | $28.1M | 2.74% | 557,681 | — | — | |
| ▸ 9 | LVHI | SH | $27.4M | 2.68% | 679,172 | — | — | |
| ▸ 10 | TLT | SH | $27.1M | 2.65% | 316,959 | — | — |
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Frequently Asked Questions
What stocks does Insight Wealth Strategies, LLC hold as of Q2 2026?
Insight Wealth Strategies, LLC reported 183 positions worth $1.02B in its Q2 2026 13F filing. Largest positions: PAAA (3.3%), SPMO (3.3%), DYNF (3.2%), VCLT (3.1%) and VLUE (2.9%).
What did Insight Wealth Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Insight Wealth Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.