Managers / Q1 2026
Insight Wealth Strategies, LLC
CIK 0001749914 · 2603 CAMINO RAMON, SUITE 350, SAN RAMON, CA, 94583 · 9256598020
Reported Value
$896M
Q1 2026
Positions
177
Filings on Record
30
2019–present window
Filed
Apr 10, 2026
original filing
Summary
Insight Wealth Strategies, Llc reported $896M in U.S.-listed holdings across 177 positions for Q1 2026.
Its largest position, CHV, represents 4.0% of the portfolio.
Compared with Q4 2025, the fund opened 17 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 62.0% · $556M
- Common Stock · 35.4% · $317M
- Other · 2.4% · $22M
- Closed-End Fund · 0.1% · $662,280
- ADR · 0.0% · $237,074
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $896M | 177 | Apr 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $872M | 171 | Jan 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $849M | 171 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $792M | 171 | Jul 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $743M | 158 | Apr 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $746M | 152 | Jan 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $759M | 159 | Oct 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $703M | 157 | Jul 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $681M | 159 | Apr 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $619M | 153 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $518M | 143 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $523M | 136 | Jul 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $510M | 136 | Apr 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $517.3B | 136 | Jan 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $538M | 142 | Oct 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $538M | 142 | Jul 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $678M | 154 | Apr 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $702M | 152 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $711M | 186 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $704M | 182 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $746M | 220 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $589M | 220 | Feb 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $539M | 199 | Oct 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $449M | 169 | Jul 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $376M | 150 | Apr 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $472M | 196 | Feb 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $426M | 185 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $409M | 158 | Aug 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $358M | 134 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $326M | 130 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.