Insight Wealth Strategies, LLC

Q3 2025 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
171
Total value ($000)
$848,748
Net value change ($000)
+57,082 (7.2%)
New positions
16
Sold out positions
16
Turnover %
18.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIP 18,965 NEW
IDMO 16,587 NEW
CDX 11,795 NEW
XLV 11,733 NEW
IEMG 7,282 NEW
BKR 5,159 NEW
CEG 5,008 NEW
WFRD 4,983 NEW
ABT 4,912 NEW
MRK 4,802 NEW
Top Reduces (Value $000, Stocks/ETFs)
ICVT -21,885 -100.0%
FDN -11,762 -96.8%
QUAL -7,559 -29.0%
BKLN -6,582 -35.6%
HEZU -6,224 -44.9%
CTVA -4,810 -100.0%
SYY -4,738 -100.0%
SHW -4,525 -100.0%
RGA -4,319 -94.3%
ACGL -3,963 -92.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type