Insight Wealth Strategies, LLC
Annual return '25
+11.9%
SPY '25
+17.7%
Alpha
-5.8ptsvs SPY
Invested
$1.8B
Holdings
177
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
4.1%
02
$GSIE
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
3.2%
03
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
3.1%
04
$LQD
ISHARES TR
Held since at least Q1 2024
3.1%
05
$VCLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.1%
06
$VPLS
VANGUARD MALVERN FDS
Held since at least Q1 2024
3.0%
07
$LVHI
LEGG MASON ETF INVT
Held since at least Q1 2024
2.9%
08
$IGLB
ISHARES TR
Held since at least Q1 2024
2.8%
09
$VLUE
ISHARES TR
Held since at least Q1 2024
2.5%
10
$SPMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.