Insight Wealth Strategies, LLC - Portfolio Stock Holdings
Insight Wealth Strategies, LLC disclosed 205 stock positions in a recent SEC 13F filing. $1,037,136,742 of stock holdings were filed, with the largest holdings including SPMO, PAAA, and DYNF. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,063,992,397 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
205Est. Stock Holding Value:
$1,037,136,742Top Stock Holdings By Sector
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Portfolio Stock Holdings - Insight Wealth Strategies, LLC
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Portfolio Options Holdings - Insight Wealth Strategies, LLC
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