Insight Wealth Strategies, LLC ETF holdings
San Ramon, CA
Reported $619.2M in 95 ETFs in its Form 13F for June 30, 2026.
ETF value
$619.2M
ETFs held
95
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
60.4%
of $1.0B
Top 10 of 95 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PAAA | PGIM AAA CLO ETF | $33.6M | 655,982 | +637,214 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $33.5M | 215,430 | +27,392 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $33.1M | 489,757 | +14,973 shares |
| VCLT | Vanguard Long-Term Corporate Bond ETF | $31.4M | 420,326 | +58,675 shares |
| VLUE | iShares MSCI USA Value Factor ETF | $29.6M | 151,486 | −3,385 shares |
| FLTR | VanEck IG Floating Rate ETF | $28.2M | 1,105,715 | New position |
| TFLR | T. Rowe Price Floating Rate ETF | $28.1M | 557,681 | +281,911 shares |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | $27.4M | 679,172 | +53,144 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $27.1M | 316,959 | +287,889 shares |
| VPLS | Vanguard Core-Plus Bond ETF | $23.3M | 301,707 | −41,399 shares |
85 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001749914. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Insight Wealth Strategies, LLC own?
Insight Wealth Strategies, LLC reported 95 ETF positions worth $619.2M in its Form 13F for June 30, 2026. The largest was PAAA, at $33.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.