Notify me when Insight Wealth Strategies, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 171 | $872,144,816 | +$137,562,541 | -$123,919,834 | +$13,642,707 | CVX, LQD, VCLT, TLT, GSIE | 13F-HR | 02 Jan 2026, 11:05 |
| Q3 2025 | 171 | $848,748,450 | +$127,541,322 | -$116,556,106 | +$10,985,216 | CVX, VCLT, PFF, TLT, SPMO | 13F-HR | 06 Oct 2025, 12:19 |
| Q2 2025 | 171 | $791,666,206 | +$137,070,569 | -$131,269,546 | +$5,801,023 | CVX, VCLT, PFF, GSIE, TLT | 13F-HR | 07 Jul 2025, 11:20 |
| Q1 2025 | 158 | $742,740,878 | +$149,389,901 | -$150,530,253 | -$1,140,352 | CVX, VCLT, TLT, GSIE, IEF | 13F-HR | 03 Apr 2025, 12:06 |
| Q4 2024 | 152 | $745,689,348 | +$117,756,523 | -$112,409,182 | +$5,347,341 | USMV, CVX, LQD, MBB, QUAL | 13F-HR | 06 Jan 2025, 14:28 |
| Q3 2024 | 159 | $759,243,806 | +$128,579,752 | -$98,859,434 | +$29,720,318 | USMV, LQD, CVX, VIGI, GSIE | 13F-HR | 07 Oct 2024, 11:15 |
| Q2 2024 | 157 | $702,828,350 | +$75,430,828 | -$49,957,817 | +$25,473,011 | CVX, PFF, LQD, MTUM, USMV | 13F-HR | 08 Jul 2024, 11:20 |
| Q1 2024 | 159 | $681,187,476 | +$141,528,351 | -$114,903,108 | +$26,625,243 | PFF, CVX, LQD, MTUM, USMV | 13F-HR | 05 Apr 2024, 11:08 |
| Q4 2023 | 153 | $619,191,914 | +$78,967,058 | -$13,154,593 | +$65,812,465 | PFF, CVX, VIGI, GSIE, LQD | 13F-HR | 12 Jan 2024, 10:45 |
| Q3 2023 | 143 | $517,697,987 | +$75,078,409 | -$63,460,475 | +$11,617,934 | CVX, PFF, USMV, GSIE, VIGI | 13F-HR | 13 Oct 2023, 10:57 |
| Q2 2023 | 136 | $522,501,581 | +$37,682,580 | -$39,463,127 | -$1,780,547 | CVX, PFF, USMV, GSIE, VIGI | 13F-HR | 14 Jul 2023, 11:12 |
| Q1 2023 | 136 | $510,040,281 | +$14,897,216 | -$39,547,093 | -$24,649,877 | CVX, CWB, PFF, FLOT, USMV | 13F-HR | 06 Apr 2023, 16:31 |
| Q4 2022 | 136 | $517,252,000 | +$29,997,812 | -$60,570,550 | -$30,572,738 | CVX, PFF, HYG, USMV, MTUM | 13F-HR | 06 Jan 2023, 11:15 |
| Q3 2022 | 142 | $529,851,000 | $0 | $0 | $0 | PFF, CVX, USMV, CWB, HYG | 13F-HR | 03 Oct 2022, 16:42 |
| Q2 2022 | 142 | $538,368,000 | +$29,081,061 | -$77,939,804 | -$48,858,743 | PFF, CVX, USMV, CWB, HYG | 13F-HR | 01 Jul 2022, 13:28 |
| Q1 2022 | 154 | $678,148,000 | +$70,584,652 | -$64,135,048 | +$6,449,604 | CVX, USMV, TIP, MTUM, GSIE | 13F-HR | 12 Apr 2022, 12:33 |
| Q4 2021 | 152 | $701,635,000 | +$50,705,103 | -$93,702,717 | -$42,997,614 | TIP, CVX, USMV, MTUM, GSIE | 13F-HR | 31 Jan 2022, 15:27 |
| Q3 2021 | 186 | $710,797,000 | +$38,036,239 | -$22,507,691 | +$15,528,548 | CVX, USMV, MTUM, IQLT, VIGI | 13F-HR | 28 Oct 2021, 15:38 |
| Q2 2021 | 182 | $703,592,000 | +$22,591,173 | -$102,487,780 | -$79,896,607 | CVX, USMV, MTUM, CWB, PFF | 13F-HR | 11 Aug 2021, 21:33 |
| Q1 2021 | 220 | $746,264,000 | +$169,692,061 | -$25,350,459 | +$144,341,602 | CVX, USMV, MTUM, CWB, PFF | 13F-HR | 12 May 2021, 09:54 |
| Q4 2020 | 220 | $589,245,000 | +$44,891,806 | -$41,798,797 | +$3,093,009 | CWB, LQD, PFF, CVX, HYG | 13F-HR | 05 Feb 2021, 17:27 |
| Q3 2020 | 199 | $538,806,000 | +$111,541,985 | -$35,602,872 | +$75,939,113 | CWB, PFF, TIP, LQD, IEF | 13F-HR | 28 Oct 2020, 20:47 |
| Q2 2020 | 168 | $449,184,000 | +$45,642,398 | -$17,766,100 | +$27,876,298 | IEF, LQD, TIP, MBB, FLOT | 13F-HR | 30 Jul 2020, 21:45 |
| Q1 2020 | 150 | $375,773,000 | +$206,698,829 | -$234,194,958 | -$27,496,129 | IEF, LQD, MBB, TIP, FLOT | 13F-HR | 21 Apr 2020, 12:50 |
| Q4 2019 | 196 | $472,283,000 | +$47,958,878 | -$26,361,632 | +$21,597,246 | CVX, MBB, IVW, PZA, XLY | 13F-HR | 21 Feb 2020, 14:40 |
| Q3 2019 | 185 | $425,776,000 | +$99,928,914 | -$82,078,450 | +$17,850,464 | CVX, MBB, PZA, IVW, XLY | 13F-HR | 06 Nov 2019, 16:33 |
| Q2 2019 | 158 | $409,161,000 | +$112,465,774 | -$63,793,528 | +$48,672,246 | CVX, SPEM, MBB, PZA, GBIL | 13F-HR | 06 Aug 2019, 17:07 |
| Q1 2019 | 134 | $352,284,000 | +$70,714,676 | -$70,504,228 | +$210,448 | CVX, SPEM, MBB, GBIL, PZA | 13F-HR | 24 Apr 2019, 17:00 |
| Q4 2018 | 130 | $326,349,000 | $0 | $0 | $0 | CVX, SPEM, FLRN, GBIL, FLOT | 13F-HR | 11 Feb 2019, 20:48 |