Insight Wealth Strategies, LLC Portfolio Holdings
Insight Wealth Strategies, LLC
- $790 Million
- Q4 2025
Insight Wealth Strategies, LLC has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $790 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $34M, Ishares Iboxx $ Investment Gra with a value of $30.5M, Vanguard Lg Trm Corp Bd ETF with a value of $30.4M, Ishares Barclays 20+ Year Trea with a value of $28.5M, and Blackrock ETF Tr U S Equity Fa with a value of $27.1M.
Examining the 13F form we can see an increase of $1.45M in the current position value, from $788M to 790M.
Insight Wealth Strategies, LLC is based out at San Ramon, CA
Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 171
- Current Value $790 Million
- Prior Value $788 Million
- Filing
- Period Q4 2025
- Filing Date January 02, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 15 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks