Insight Wealth Strategies, LLC
All 13F Filings
- Location
- San Ramon, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,011,014
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 194 | 1,011,014 | 13F-HR | Insight Wealth Strategies, LLC |
| Q2 2026 | 7/10/2026 | 183 | 1,024,551 | 13F-HR | Insight Wealth Strategies, LLC |
| Q1 2026 | 4/10/2026 | 177 | 895,705 | 13F-HR | Insight Wealth Strategies, LLC |
| Q4 2025 | 1/2/2026 | 171 | 872,145 | 13F-HR | Insight Wealth Strategies, LLC |
| Q3 2025 | 10/6/2025 | 171 | 848,748 | 13F-HR | Insight Wealth Strategies, LLC |
| Q2 2025 | 7/7/2025 | 171 | 791,666 | 13F-HR | Insight Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
95
(0.0% of total reported value)
· QoQ Δ:
-103
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 462.1 K | 45.7% | 110 | 0 | 110 |
| ETFs | 543 K | 53.7% | 0 | 13.8 K | -13.8 K |
| Debt | 5.758 K | 0.6% | 251 | 0 | 251 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
1,011,014
Holdings
194
QoQ value change ($000)
-13,537
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.