Insight Wealth Strategies, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $788 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, Vanguard Lg Trm Corp Bd ETF with a value of $30.4M, Ishares Trust Ishares Pfd And with a value of $28.5M, Ishares Barclays 20+ Year Trea with a value of $28.1M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $26.6M.
Examining the 13F form we can see an increase of $47.7M in the current position value, from $740M to 788M.
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.
Portfolio value
$788 Million
ETFs: $474 Million
Technology: $105 Million
Energy: $53.5 Million
Industrials: $41.4 Million
Financial Services: $31.7 Million
Healthcare: $30 Million
Consumer Cyclical: $18.1 Million
Communication Services: $16.4 Million
Other: $7.89 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
