Insight Wealth Strategies, LLC
CIK 1749914 · Holdings on Sep 30, 2026 · First reported Oct 9, 2026
Top ten holdings
Q3 2026- SPMO3.70%
- LVHI3.65%
- DYNF3.34%
- CVX3.27%
- VCLT3.02%
- PAAA2.92%
- GARP2.91%
- FLTR2.88%
- VLUE2.71%
- TLT2.54%
Share classes counted separately30.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LVHIWeight increased · +0.97 pp2.68% → 3.65%Shares +206.20K (+30.36%)
- GARPWeight increased · +0.87 pp2.04% → 2.91%Shares +89.11K (+34.82%)
- TFLRWeight decreased · -0.82 pp2.74% → 1.92%Shares -174.23K (-31.24%)
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 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPMOINVESCO S&P 500 MOMENTUM ETFS&P 500 MOMNTM View history and evidence | $37.44M | 3.70% | 247.02K shares | 3.27% → 3.70%+0.43 pp +31.59K (+14.66%) | Added | ↗▾ |
| 02 | LVHIFRANKLIN INTERNATIONAL LOW VFRANKLIN INTL LW View history and evidence | $36.93M | 3.65% | 885.38K shares | 2.68% → 3.65%+0.97 pp +206.20K (+30.36%) | Added | ↗▾ |
| 03 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $33.73M | 3.34% | 486.95K shares | 3.23% → 3.34%+0.11 pp -2.81K (-0.57%) | Reduced | ↗▾ |
| 04 | CVXCHEVRON CORP View history and evidence | $33.07M | 3.27% | 161.96K shares | 2.77% → 3.27%+0.50 pp -9.45K (-5.51%) | Reduced | ↗▾ |
| 05 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $30.54M | 3.02% | 445.84K shares | 3.06% → 3.02%-0.04 pp +25.52K (+6.07%) | Added | ↗▾ |
| 06 | PAAAPGIM AAA CLO ETFAAA CLO ETF View history and evidence | $29.55M | 2.92% | 576.14K shares | 3.28% → 2.92%-0.36 pp -79.84K (-12.17%) | Reduced | ↗▾ |
| 07 | GARPISHARES MSCI USA QUALITY GARMSCI US GARP ETF View history and evidence | $29.42M | 2.91% | 345.06K shares | 2.04% → 2.91%+0.87 pp +89.11K (+34.82%) | Added | ↗▾ |
| 08 | FLTRVANECK IG FLOATING RATE ETFIG FLOA RATE ETF View history and evidence | $29.14M | 2.88% | 1.14M shares | 2.76% → 2.88%+0.12 pp +33.11K (+2.99%) | Added | ↗▾ |
| 09 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $27.43M | 2.71% | 138.54K shares | 2.89% → 2.71%-0.18 pp -12.95K (-8.55%) | Reduced | ↗▾ |
| 10 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $25.69M | 2.54% | 330.23K shares | 2.65% → 2.54%-0.11 pp +13.27K (+4.19%) | Added | ↗▾ |
Options overlay 2
$95.15K 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 | |
|---|---|---|---|---|---|
AVGOBROADCOM INC View history and evidence | Call | 200 | $70.24K | +200 | ▾ |
AMZNAMAZON.COM INC View history and evidence | Call | 100 | $24.91K | +100 | ▾ |
2 / 2 options · preview only
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VRP INVESCO VARIABLE RATE PREFER | Non-derivative | -930,732 | -$22.65M | SEC filing ↗ | SEC filing ↗ |
| STIP ISHARES 0-5 YEAR TIPS BOND E | Non-derivative | -184,565 | -$18.67M | SEC filing ↗ | SEC filing ↗ |
| APP APPLOVIN CORP-CLASS A | Non-derivative | -12,290 | -$6.94M | SEC filing ↗ | SEC filing ↗ |
3 / 13 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 Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 9, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1011014046
}Research all 194 reported holdings.
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