Insight Wealth Strategies, LLC

Q1 2026 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$895,705
Net value change ($000)
+23,560 (2.7%)
New positions
17
Sold out positions
11
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VPLS 26,621 NEW
VLUE 21,818 10747.8%
PGHY 16,144 NEW
STIP 12,261 NEW
IHE 10,288 NEW
JBBB 8,075 NEW
DVN 6,863 NEW
IEMG 5,214 67.5%
HII 5,024 NEW
JMBS 4,453 27.8%
Top Reduces (Value $000, Stocks/ETFs)
TLT -25,454 -91.0%
XLC -12,815 -100.0%
VYM -12,553 -96.5%
PFF -10,973 -61.6%
TFLR -10,967 -44.1%
USMV -10,400 -85.2%
EMLC -8,074 -49.1%
SPMO -5,597 -21.0%
QUAL -5,154 -27.3%
ADP -4,491 -100.0%
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