Insight Wealth Strategies, LLC
CIK 1749914 · Holdings on Jun 30, 2026 · First reported Jul 10, 2026
Top ten holdings
Q2 2026- PAAA3.28%
- SPMO3.27%
- DYNF3.23%
- VCLT3.06%
- VLUE2.89%
- CVX2.77%
- FLTR2.76%
- TFLR2.74%
- LVHI2.68%
- TLT2.65%
Share classes counted separately29.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PAAAWeight increased · +3.17 pp0.11% → 3.28%Shares +637.21K (+3395.22%)
- TLTWeight increased · +2.37 pp0.28% → 2.65%Shares +287.89K (+990.33%)
- CVXWeight decreased · -1.28 pp4.05% → 2.77%Shares -3.82K (-2.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PAAAPGIM AAA CLO ETFAAA CLO ETF View history and evidence | $33.65M | 3.28% | 655.98K shares | 0.11% → 3.28%+3.17 pp +637.21K (+3395.22%) | Added | ▾ |
| 02 | SPMOINVESCO S&P 500 MOMENTUM ETFS&P 500 MOMNTM View history and evidence | $33.46M | 3.27% | 215.43K shares | 2.35% → 3.27%+0.92 pp +27.39K (+14.57%) | Added | ▾ |
| 03 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $33.06M | 3.23% | 489.76K shares | 3.08% → 3.23%+0.15 pp +14.97K (+3.15%) | Added | ▾ |
| 04 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $31.38M | 3.06% | 420.33K shares | 3.02% → 3.06%+0.04 pp +58.67K (+16.22%) | Added | ▾ |
| 05 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $29.61M | 2.89% | 151.49K shares | 2.46% → 2.89%+0.43 pp -3.38K (-2.19%) | Reduced | ▾ |
| 06 | CVXCHEVRON CORP View history and evidence | $28.40M | 2.77% | 171.40K shares | 4.05% → 2.77%-1.28 pp -3.82K (-2.18%) | Reduced | ▾ |
| 07 | FLTRVANECK IG FLOATING RATE ETFIG FLOA RATE ETF View history and evidence | $28.23M | 2.76% | 1.11M shares | Prior unavailable +1.11M | New | ▾ |
| 08 | TFLRT ROWE PRICE FLOATING RT ETFFLOATING RATE View history and evidence | $28.10M | 2.74% | 557.68K shares | 1.55% → 2.74%+1.19 pp +281.91K (+102.23%) | Added | ▾ |
| 09 | LVHIFRANKLIN INTERNATIONAL LOW VFRANKLIN INTL LW View history and evidence | $27.44M | 2.68% | 679.17K shares | 2.83% → 2.68%-0.15 pp +53.14K (+8.49%) | Added | ▾ |
| 10 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $27.11M | 2.65% | 316.96K shares | 0.28% → 2.65%+2.37 pp +287.89K (+990.33%) | Added | ▾ |
Options overlay 1
$197.58K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
NVDANVIDIA CORP View history and evidence | Call | 1.00K | $197.58K | +1.00K | ▾ |
1 / 1 options · preview only
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGLB ISHARES 10+ YEAR INV GR CORP | Non-derivative | -495,996 | -$24.62M | SEC filing ↗ | SEC filing ↗ |
| JMBS JANUS HENDERSON MORTG BACKED | Non-derivative | -453,389 | -$20.48M | SEC filing ↗ | SEC filing ↗ |
| PGHY INVESCO GLOBAL EX US HIGH YI | Non-derivative | -831,758 | -$16.14M | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1749914 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1022654956
}Research all 183 reported holdings.
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