Insight Wealth Strategies, LLC - Portfolio overview

Insight Wealth Strategies, LLC has 204 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. CVX - CHEVRON CORPORATION, 3.56%
2. GSIE - GOLDMAN SACHS ETF TR, 2.76%
3. DYNF - BLACKROCK ETF TRUST, 2.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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