Insight Wealth Strategies, LLC - Portfolio Stock Holdings
Insight Wealth Strategies, LLC disclosed 203 stock positions in a recent SEC 13F filing. $1,010,919,924 of stock holdings were filed, with the largest holdings including SPMO, LVHI, and DYNF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
203Est. Stock Holding Value:
$1,010,919,924Top 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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