Institutional Fund
Insight Wealth Strategies, LLC
San Ramon, CACIK 17499145 filings on record
Portfolio Value
$895.70M
Q1 2026
Holdings
177
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+2.7%
from $872.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Chevron Corp New4.0%
- Goldman Sachs ETF Tr3.1%
- Blackrock ETF Trust3.1%
- Ishares Tr3.1%
- Vanguard Scottsdale Fds3.0%
- Vanguard Malvern Fds3.0%
- Other80.7%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Chevron Corp New | 175.2K | $36.25M | 4.0% | −44.6K | Reduced |
| 2 | Goldman Sachs ETF Tr | 652.5K | $28.14M | 3.1% | +2.7K | Added |
| 3 | Blackrock ETF Trust | 474.8K | $27.62M | 3.1% | +22.6K | Added |
| 4 | Ishares Tr | 251.2K | $27.38M | 3.1% | −25.5K | Reduced |
| 5 | Vanguard Scottsdale Fds | 361.7K | $27.02M | 3.0% | −37.0K | Reduced |
| 6 | Vanguard Malvern Fds | 343.1K | $26.62M | 3.0% | +343.1K | New |
| 7 | Legg Mason ETF Invt | 626.0K | $25.38M | 2.8% | +30.9K | Added |
| 8 | Ishares Tr | 496.0K | $24.62M | 2.7% | +19.5K | Added |
| 9 | Ishares Tr | 154.9K | $22.02M | 2.5% | +153.4K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 188.0K | $21.08M | 2.4% | −35.5K | Reduced |
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