Institutions / Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC
CIK 1749914 · Institution · as of Dec 31, 2025
Portfolio value
$872.14M
Positions
171
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 171 →
| Company | Value | % of portfolio |
|---|---|---|
| Chevron Corp | $33.51M | 3.8% |
| iShares MSCI UAE ETF | $30.48M | 3.5% |
| Vanguard Scottsdale Fds | $30.24M | 3.5% |
| iShares MSCI UAE ETF | $27.97M | 3.2% |
| Goldman Sachs ETF Tr | $27.90M | 3.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $27.50M | 3.2% |
| Invesco Exch Traded Fd Tr II | $26.68M | 3.1% |
| T Rowe Price ETF Inc | $24.85M | 2.8% |
| iShares MSCI UAE ETF | $24.04M | 2.8% |
| Legg Mason ETF Invt | $21.91M | 2.5% |
| iShares MSCI UAE ETF | $18.91M | 2.2% |
| iShares Tr | $17.80M | 2.0% |
| Invesco Exch Traded Fd Tr II | $17.76M | 2.0% |
| VanEck ETF Trust | $16.45M | 1.9% |
| Janus Detroit Str Tr | $16.03M | 1.8% |
| Lam Research Corp | $14.59M | 1.7% |
| Simplify Exchange Traded Fun | $14.41M | 1.7% |
| Simplify Exchange Traded Fun | $14.03M | 1.6% |
| Select Sector SPDR Tr | $13.01M | 1.5% |
| Vanguard Whitehall Fds | $13.00M | 1.5% |
| Select Sector SPDR Tr | $12.82M | 1.5% |
| American Centy ETF Tr | $12.72M | 1.5% |
| Invesco Exchange Traded Fd T | $12.61M | 1.4% |
| Apple Inc. | $12.40M | 1.4% |
| iShares MSCI UAE ETF | $12.21M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.