EdgeMarket › What Insight Wealth Strategies, Llc reported owning
What Insight Wealth Strategies, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
895.7MPositions
177Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CVX CHEVRON CORP | 36.3M | 4.0% | 175.2K | 205.27 | +34.0% |
| GSIE Goldman Sachs ActiveBeta International Equity | 28.1M | 3.1% | 652.5K | 48.15 | +17.5% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 27.6M | 3.1% | 474.8K | 69.08 | +22.3% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 27.4M | 3.1% | 251.2K | 105.92 | -3.5% |
| VCLT Vanguard Long-Term Corporate Bond ETF | 27.0M | 3.0% | 361.7K | 71.72 | -5.4% |
| VPLS Vanguard Core Plus Bond ETF | 26.6M | 3.0% | 343.1K | 76.36 | -1.8% |
| LVHI Franklin International Low Volatility High Div | 25.4M | 2.8% | 626.0K | 42.98 | +22.8% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 24.6M | 2.7% | 496.0K | 47.79 | -4.9% |
| VLUE iShares MSCI USA Value Factor ETF | 22.0M | 2.5% | 154.9K | 202.52 | +73.0% |
| SPMO Invesco S&P 500 Momentum ETF | 21.1M | 2.4% | 188.0K | 148.73 | +28.7% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 20.5M | 2.3% | 453.4K | 44.37 | -1.2% |
| IDMO Invesco S&P International Developed Momentum E | 20.2M | 2.3% | 368.5K | 62.88 | +18.8% |
| PGHY Invesco Global ex-US High Yield Corporate Bond | 16.1M | 1.8% | 831.8K | 19.76 | -0.8% |
| LRCX LAM RESEARCH CORP | 14.8M | 1.6% | 69.2K | 314.00 | +216.7% |
| CDX Simplify High Yield ETF | 14.5M | 1.6% | 680.1K | 20.68 | -10.1% |
| TUA Simplify Short Term Treasury Futures Strategy | 14.1M | 1.6% | 666.2K | 20.39 | -6.8% |
| TFLR T. Rowe Price Floating Rate ETF | 13.9M | 1.6% | 275.8K | 50.76 | -1.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 13.8M | 1.5% | 71.7K | 223.22 | +19.3% |
| AVUV Avantis U.S. Small Cap Value ETF | 13.7M | 1.5% | 124.4K | 126.45 | +33.2% |
| XMMO Invesco S&P MidCap Momentum ETF | 13.4M | 1.5% | 92.1K | 157.09 | +20.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 12.9M | 1.4% | 185.6K | 81.57 | +31.9% |
| XLV State Street Health Care Select Sector SPDR ET | 12.6M | 1.4% | 85.6K | 174.62 | +27.0% |
| STIP iShares 0-5 Year TIPS Bond ETF | 12.3M | 1.4% | 118.5K | 100.92 | -2.2% |
| BKGI BNY Mellon Global Infrastructure Income ETF | 11.8M | 1.3% | 264.8K | 44.60 | +13.6% |
| AAPL Apple Inc. | 11.6M | 1.3% | 45.6K | 309.35 | +36.9% |
| IHE iShares U.S. Pharmaceutical ETF | 10.3M | 1.1% | 118.7K | 106.79 | +52.1% |
| HEZU iShares Currency Hedged MSCI Eurozone ETF | 10.2M | 1.1% | 234.5K | 49.85 | +19.4% |
| SAMT Strategas Macro Thematic Opportunities ETF | 9.8M | 1.1% | 248.8K | 43.25 | +25.0% |
| XLK State Street Technology Select Sector SPDR ETF | 9.7M | 1.1% | 72.8K | 183.31 | +41.1% |
| CENX CENTURY ALUMINUM CO | 8.6M | 1.0% | 146.0K | 43.92 | +101.1% |
| EMLC VanEck J. P. Morgan EM Local Currency Bond ET | 8.4M | 0.9% | 333.7K | 25.85 | +2.3% |
| JBBB Janus Henderson B-BBB CLO ETF | 8.1M | 0.9% | 173.3K | 47.56 | -1.9% |
| DOCN DigitalOcean Holdings, Inc. | 8.0M | 0.9% | 93.0K | 115.64 | +282.8% |
| KLAC KLA CORP | 7.7M | 0.9% | 5.2K | 183.99 | +109.5% |
| STX Seagate Technology Holdings plc | 7.6M | 0.9% | 19.5K | 850.00 | +436.6% |
| FIX COMFORT SYSTEMS USA INC | 7.5M | 0.8% | 5.4K | 1,655.61 | +143.1% |
| AXP AMERICAN EXPRESS CO | 7.0M | 0.8% | 23.1K | 336.00 | +8.9% |
| MSFT MICROSOFT CORP | 6.9M | 0.8% | 18.6K | 483.24 | -4.4% |
| DVN DEVON ENERGY CORP/DE | 6.9M | 0.8% | 136.4K | 49.10 | +45.4% |
| PFF iShares Preferred and Income Securities ETF | 6.8M | 0.8% | 225.3K | 30.46 | -3.2% |
| AVGO Broadcom Inc. | 6.2M | 0.7% | 20.0K | 368.45 | +26.5% |
| MRK Merck & Co., Inc. | 6.0M | 0.7% | 50.3K | 152.55 | +80.2% |
| GOOGL Alphabet Inc. | 6.0M | 0.7% | 21.0K | 344.82 | +73.0% |
| MCO MOODYS CORP /DE/ | 5.9M | 0.7% | 13.5K | 503.32 | -2.3% |
| AMZN AMAZON COM INC | 5.9M | 0.7% | 28.2K | 258.63 | +15.6% |
| BKR Baker Hughes Co | 5.9M | 0.7% | 95.9K | 62.34 | +45.5% |
| CDW CDW Corp | 5.8M | 0.6% | 47.7K | 137.25 | -17.8% |
| GWW W.W. GRAINGER, INC. | 5.8M | 0.6% | 5.3K | 1,312.24 | +31.3% |
| WFRD Weatherford International plc | 5.7M | 0.6% | 60.2K | 90.51 | +60.6% |
| MSI Motorola Solutions, Inc. | 5.6M | 0.6% | 12.9K | 480.47 | +4.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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