Insight Wealth Strategies, LLC holds a diversified book of 182 stocks worth $1.0B as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Vaneck Ig Floating Rate ETF and trimmed Ishares Msci USA Value Facto. Their largest long position is Pgim Aaa Clo ETF at 3% of the equity book. They also disclosed $198K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Insight Wealth Strategies, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $384.6B |
| LPL Financial LLC | 79 / 80 | $54.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $49.3B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $254.8B |
| ROYAL BANK OF CANADA | 78 / 80 | $101.4B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $100.7B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $10.5B |
| Farther Finance Advisors, LLC | 78 / 80 | $1.7B |
Ranked by how many of Insight Wealth Strategies, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pgim ETF TR AAA CLO ETF | $33.6M | 656.0K | 3.3% | ▲35× Added · +637K sh | |
| 2 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $33.5M | 215.4K | 3.3% | ▲+15% Added · +27K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $33.1M | 489.8K | 3.2% | ▲+3.1% Added · +15K sh | |
| 4 | Vanguard Scottsdale FDS LG-TERM COR BD | $31.4M | 420.3K | 3.1% | ▲+16% Added · +59K sh | |
| 5 | Ishares TR MSCI USA VALUE | $29.6M | 151.5K | 2.9% | ▼−2.2% Reduced · −3K sh | |
| 6 | Chevron Corporation COM | $28.4M | 171.4K | 2.8% | ▼−2.2% Reduced · −4K sh | |
| 7 | Vaneck ETF Trust IG FLOA RATE ETF | $28.2M | 1.11M | 2.8% | ▲New New position | |
| 8 | T Rowe Price Exchange-Traded FLOATING RATE | $28.1M | 557.7K | 2.7% | ▲+102% Added · +282K sh | |
| 9 | Legg Mason ETF Invt FRANKLIN INTL LW | $27.4M | 679.2K | 2.7% | ▲+8.5% Added · +53K sh | |
| 10 | Ishares TR 20 YR TR BD ETF | $27.1M | 317.0K | 2.6% | ▲11× Added · +288K sh | |
| 11 | Lam Research Corp COM NEW | $23.8M | 60.8K | 2.3% | ▼−12% Reduced · −8K sh | |
| 12 | Vanguard Malvern FDS CORE-PLUS BD ETF | $23.3M | 301.7K | 2.3% | ▼−12% Reduced · −41K sh | |
| 13 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $23.1M | 385.7K | 2.3% | ▲+4.7% Added · +17K sh | |
| 14 | Invesco Exch Traded FD TR II VAR RATE PFD | $22.7M | 930.7K | 2.2% | ▲New New position | |
| 15 | Ishares TR MSCI US GARP ETF | $20.9M | 255.9K | 2.0% | ▲New New position | |
| 16 | Schwab Strategic TR FUNDAMENTAL INTL | $20.0M | 383.7K | 2.0% | ▲New New position | |
| 17 | SPDR Series Trust ST STR SP REGBNK | $18.8M | 247.0K | 1.8% | ▲New New position | |
| 18 | Ishares TR 0-5 YR TIPS ETF | $18.7M | 184.6K | 1.8% | ▲+56% Added · +66K sh | |
| 19 | Ishares Inc CORE MSCI EMKT | $17.1M | 212.7K | 1.7% | ▲+15% Added · +27K sh | |
| 20 | Simplify Exchange Traded Fun HIGH YIELD ETF | $16.0M | 764.3K | 1.6% | ▲+12% Added · +84K sh | |
| 21 | American Centy ETF TR US SML CP VALU | $15.7M | 126.3K | 1.5% | ▲+1.5% Added · +2K sh | |
| 22 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $15.5M | 93.1K | 1.5% | ▲+1.1% Added · +1K sh | |
| 23 | Apple Inc COM | $13.9M | 47.3K | 1.4% | ▲+3.7% Added · +2K sh | |
| 24 | Select Sector SPDR TR ST STR TECHN ETF | $13.5M | 72.5K | 1.3% | ▼−0.3% Reduced · −230 sh | |
| 25 | Ishares TR U.S. PHARMA ETF | $12.1M | 122.6K | 1.2% | ▲+3.3% Added · +4K sh | |
| 26 | Advisors Inner Circle FD III STRATEGAS MACRO | $11.8M | 251.8K | 1.1% | ▲+1.2% Added · +3K sh | |
| 27 | Kla Corp COM NEW | $11.7M | 44.1K | 1.1% | ▲+745% Added · +39K sh | |
| 28 | Tidal Trust I UNLIMITED HFGM | $11.4M | 376.7K | 1.1% | ▲+637% Added · +326K sh | |
| 29 | Liquidia Corporation COM NEW | $9.8M | 124.1K | 1.0% | ▼−13% Reduced · −18K sh | |
| 30 | Digitalocean Hldgs Inc COM | $9.2M | 63.9K | 0.9% | ▼−31% Reduced · −29K sh | |
| 31 | Fortinet Inc COM | $9.2M | 58.0K | 0.9% | ▲+5.8% Added · +3K sh | |
| 32 | Seagate Technology HLDNGS PL ORD SHS | $9.0M | 9.8K | 0.9% | ▼−50% Reduced · −10K sh | |
| 33 | Comfort Sys USA Inc COM | $8.6M | 4.6K | 0.8% | ▼−15% Reduced · −801 sh | |
| 34 | Stanley Black & Decker Inc COM | $7.7M | 84.3K | 0.8% | ▲+21% Added · +14K sh | |
| 35 | Microsoft Corp COM | $7.7M | 20.0K | 0.8% | ▲+7.4% Added · +1K sh | |
| 36 | Home Depot Inc COM | $7.5M | 21.5K | 0.7% | ▲+35% Added · +6K sh | |
| 37 | Nvidia Corporation COM | $7.5M | 37.9K | 0.7% | ▲+24% Added · +7K sh | |
| 38 | Alphabet Inc CAP STK CL A | $7.4M | 20.5K | 0.7% | ▼−2.4% Reduced · −507 sh | |
| 39 | Amazon Com Inc COM | $7.3M | 30.3K | 0.7% | ▲+7.4% Added · +2K sh | |
| 40 | Biogen Inc COM | $7.2M | 34.3K | 0.7% | ▲+17% Added · +5K sh | |
| 41 | WW Grainger Inc COM | $7.1M | 5.3K | 0.7% | ▲+1.2% Added · +64 sh | |
| 42 | Astrana Health Inc COM NEW | $7.1M | 143.3K | 0.7% | ▼~0% Reduced · −2 sh | |
| 43 | Incyte Corp COM | $7.1M | 62.2K | 0.7% | ▲New New position | |
| 44 | Cencora Inc COM | $7.0M | 24.3K | 0.7% | ▲+38% Added · +7K sh | |
| 45 | Applovin Corp COM CL A | $6.9M | 12.3K | 0.7% | ▲New New position | |
| 46 | Popular Inc COM NEW | $6.9M | 41.0K | 0.7% | ▲New New position | |
| 47 | Teradyne Inc COM | $6.9M | 16.2K | 0.7% | ▲New New position | |
| 48 | CDW Corp COM | $6.9M | 49.9K | 0.7% | ▲+4.4% Added · +2K sh | |
| 49 | Merck & Co Inc COM | $6.8M | 54.3K | 0.7% | ▲+8.0% Added · +4K sh | |
| 50 | Motorola Solutions Inc COM NEW | $6.8M | 16.2K | 0.7% | ▲+26% Added · +3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1749914/holdings"
Use Arkolith to show Insight Wealth Strategies, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NVIDIA CORPNVDA | $198K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 183 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 177 | $895.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 2, 2026 | 171 | $872.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 171 | $848.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 171 | $791.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 158 | $742.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 152 | $745.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 159 | $759.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.