Insight Wealth Strategies, LLC

Q2 2026 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$1,024,551
Net value change ($000)
+128,846 (14.4%)
New positions
28
Sold out positions
23
Turnover %
33.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PAAA 32,684 3401.0%
FLTR 28,229 NEW
TLT 24,586 975.6%
VRP 22,654 NEW
GARP 20,911 NEW
FNDF 20,008 NEW
KRE 18,818 NEW
TFLR 14,214 102.3%
SPMO 12,380 58.7%
HFGM 9,748 595.1%
Top Reduces (Value $000, Stocks/ETFs)
GSIE -25,308 -89.9%
IGLB -24,616 -100.0%
LQD -22,654 -82.7%
JMBS -20,484 -100.0%
PGHY -16,144 -100.0%
TUA -14,057 -100.0%
XLV -12,557 -100.0%
QUAL -12,193 -88.6%
BKGI -10,337 -87.6%
HEZU -9,886 -96.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 198 (0.0% of total reported value)
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