Insight Wealth Strategies
Insight Wealth Strategies reported 192 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPMO (3.7%), LVHI (3.6%) and DYNF (3.3%). Compared with Q2 2026, the fund opened new positions in USHY, BCI and VMBS, added to SPMO, LVHI and VCLT, trimmed DYNF, CVX and PAAA and sold out of VRP, STIP and APP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPMO Invesco S&P | $37.4M | 3.7% | 247K | +32K (+15%) | 7 of 8 | |
| 2 |  LVHI Legg Mason ETF Invt | $36.9M | 3.6% | 885K | +206K (+30%) | 8 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $33.7M | 3.3% | 487K | −2,808 (−1%) | 7 of 8 | |
| 4 |  CVX Chevron Corp New | $33.1M | 3.3% | 162K | −9,446 (−6%) | 8 of 8 | |
| 5 |  VCLT Vanguard Scottsdale Fds | $30.5M | 3.0% | 446K | +26K (+6%) | 8 of 8 | |
| 6 |  PAAA Pgim Aaa Clo ETF | $29.6M | 2.9% | 576K | −80K (−12%) | 8 of 8 | |
| 7 |  GARP Ishares TR | $29.4M | 2.9% | 345K | +89K (+35%) | 2 of 8 | |
| 8 |  FLTR Vaneck ETF Trust | $29.1M | 2.9% | 1.1M | +33K (+3%) | 2 of 8 | |
| 9 |  VLUE Ishares TR | $27.4M | 2.7% | 139K | −13K (−9%) | 4 of 8 | |
| 10 |  TLT Ishares TR | $25.7M | 2.5% | 330K | +13K (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VRP Invesco Exch Traded FD TR II | $22.7M | 931K |
 STIP Ishares 0-5 | $18.7M | 185K |
 APP Applovin Corp | $6.9M | 12K |
 KN Knowles Corp | $5.8M | 144K |
 WFRD Weatherford Intl PLC | $5.1M | 64K |
🔒 Free account: see all 12.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Insight Wealth Strategies 13F FAQ
What does Insight Wealth Strategies own?
Insight Wealth Strategies reported 192 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPMO (3.7%), LVHI (3.6%) and DYNF (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Insight Wealth Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 22 new positions, 88 added to, 64 trimmed and 12 sold out. New positions include USHY, BCI and VMBS. It sold all of VRP, STIP and APP.
When will Insight Wealth Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Insight Wealth Strategies's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.