Insight Wealth Strategies, LLC

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CIK 1749914

13F portfolio (2026-Q1)

$896M

Positions

177

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

177

Top 5

16.3%

Top 10

29.7%

Effective N

63.4

HHI

0.016

This quarter

17 new · 0 exit →

By sector

Unclassified62.1%

Information Technology10.3%

Industrials6.7%

Energy5.7%

Consumer Discretionary5.4%

Health Care3.6%

Financials2.7%

Communication Services1.2%

Other2.3%

By market cap

Unknown62.1%

Large ($10–200B)18.6%

Mega (>$200B)15.2%

Mid ($2–10B)3.5%

Small ($300M–2B)0.5%

Micro (<$300M)0.0%

By region

Other62.1%

North America37.9%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	62.18%	99
Oil, Gas & Consumable Fuels	5.68%	5
Pharmaceuticals & Biotechnology	3.53%	7
Technology Hardware & Equipment	3.50%	4
Machinery	3.49%	4
Software & IT Services	2.97%	6
Specialty Retail	2.31%	7
Distributors	2.16%	5
Semiconductors & Semiconductor Equipment	1.71%	3
Software	1.67%	3
Communications Equipment	1.55%	3
Commercial Services & Supplies	1.50%	4
Banks	1.19%	3
Insurance	1.08%	3
Metals & Mining	1.01%	3
Construction & Engineering	0.88%	2
Utilities	0.72%	3
Aerospace & Defense	0.56%	1
Automobiles & Components	0.53%	2
Food & Staples Retailing	0.45%	1
Professional Services	0.39%	1
Textiles, Apparel & Luxury Goods	0.37%	1
Capital Markets	0.33%	1
Electrical Equipment & Components	0.07%	2
Beverages	0.07%	2
Media & Entertainment	0.07%	1
Life Sciences Tools & Services	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	CVX	CHEVRON CORP	Energy	4.05%
2	GSIE	Goldman Sachs ActiveBeta Int'l Eq ETF	Unclassified	3.14%
3	DYNF	BLACKROCK ETF TRUST	Unclassified	3.08%
4	LQD	ISHARES TR	Unclassified	3.06%
5	VCLT	VANGUARD SCOTTSDALE FDS	Unclassified	3.02%
6	VPLS	VANGUARD MALVERN FDS	Unclassified	2.97%
7	LVHI	LEGG MASON ETF INVT	Unclassified	2.83%
8	IGLB	ISHARES TR	Unclassified	2.75%
9	VLUE	ISHARES TR	Unclassified	2.46%
10	SPMO	Invesco ETF Trust II - S&P500 Momentum ETF	Unclassified	2.35%

79/177 names classified · sector 37.9% of weight · industry 37.8% · mkt cap 37.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, MSFT, ADBE, STX, DOCN · other

EnergyCVX, SM, CHRD, XPRO, DVN · other

Consumer DiscretionaryAMZN, COR, MCK, CDW, SYY · other

IndustrialsLRCX, MCO, FIX, BKR, PDD · other

FinancialsUNH, V, AXP, BRO, JEF · other

Health CareMRK, IDXX, ABT, AMGN, REGN · other

Communication ServicesGOOGL, CMCSA, META, GOOG, VZ · other

MaterialsLIN, MLI, ATI, CENX, SW · other

Consumer StaplesKO, LW, HSY, KR, CTVA · other

Real EstateEQIX, AMT, CCI, NNN, PLD · other

UtilitiesNEE, LNG, FE, CEG, ES · other

UnclassifiedLQD, MBB, FLOT, TIP, IEF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 37.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 37% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (75 classified)Insight Wealth Strategies, LLC centroid (Mid Core)

Information TechnologyIndustrialsEnergyConsumer DiscretionaryHealth CareFinancialsCommunication ServicesMaterialsUtilitiesConsumer Staples

Style box summary for Insight Wealth Strategies, LLC: centroid Mid Core. Heaviest cells: Large Value 7.2%, Large Core 7.0%, Large Growth 6.5%.

Classified: 36.7% of book weight (75/177 names) · unclassified 63.3%: GSIE, DYNF, LQD, VCLT, VPLS, LVHI, IGLB, VLUE, SPMO, JMBS +92 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	CVXCHEVRON CORP NEW	175,223	$36M	4.0%	TRIM −20%
2	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	652,469	$28M	3.1%	HOLD
3	DYNFBLACKROCK ETF TRUST	474,784	$28M	3.1%	ADD 5%
4	LQDISHARES TR	251,203	$27M	3.1%	TRIM −9%
5	VCLTVANGUARD SCOTTSDALE FDS	361,651	$27M	3.0%	TRIM −9%
6	VPLSVANGUARD MALVERN FDS	343,106	$27M	3.0%	NEW
7	LVHILEGG MASON ETF INVT	626,028	$25M	2.8%	ADD 5%
8	IGLBISHARES TR	495,996	$25M	2.7%	ADD 4%
9	VLUEISHARES TR	154,871	$22M	2.5%	ADD 10350%
10	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	188,038	$21M	2.4%	TRIM −16%
11	JMBSJANUS DETROIT STR TR	453,389	$20M	2.3%	ADD 29%
12	IDMOINVESCO EXCH TRADED FD TR II	368,510	$20M	2.3%	ADD 15%
13	PGHYINVESCO EXCH TRADED FD TR II	831,758	$16M	1.8%	NEW
14	LRCXLAM RESEARCH CORP	69,168	$15M	1.6%	TRIM −19%
15	CDXSIMPLIFY EXCHANGE TRADED FUN	680,098	$15M	1.6%	ADD 5%
16	TUASIMPLIFY EXCHANGE TRADED FUN	666,189	$14M	1.6%	ADD 4%
17	TFLRT ROWE PRICE ETF INC	275,770	$14M	1.6%	TRIM −43%
18	QUALISHARES TR	71,720	$14M	1.5%	TRIM −25%
19	AVUVAMERICAN CENTY ETF TR	124,387	$14M	1.5%	HOLD
20	XMMOINVESCO EXCHANGE TRADED FD T	92,075	$13M	1.5%	HOLD
21	IEMGISHARES INC	185,574	$13M	1.4%	ADD 61%
22	XLVSELECT SECTOR SPDR TR	85,647	$13M	1.4%	HOLD
23	STIPISHARES TR	118,544	$12M	1.4%	NEW
24	BKGIBNY MELLON ETF TRUST	264,809	$12M	1.3%	HOLD
25	AAPLAPPLE INC	45,628	$12M	1.3%	HOLD
26	IHEISHARES TR	118,692	$10M	1.1%	NEW
27	HEZUISHARES TR	234,524	$10M	1.1%	ADD 29%
28	SAMTADVISORS INNER CIRCLE FD III	248,837	$10M	1.1%	HOLD
29	XLKSELECT SECTOR SPDR TR	72,775	$10M	1.1%	ADD 22%
30	CENXCENTURY ALUM CO	146,024	$9M	1.0%	TRIM −5%
31	EMLCVANECK ETF TRUST	333,725	$8M	0.9%	TRIM −48%
32	JBBBJANUS DETROIT STR TR	173,270	$8M	0.9%	NEW
33	DOCNDIGITALOCEAN HLDGS INC	93,009	$8M	0.9%	TRIM −3%
34	KLACKLA CORP	5,214	$8M	0.9%	TRIM −6%
35	STXSEAGATE TECHNOLOGY HLDNGS PL	19,464	$8M	0.9%	TRIM −23%
36	FIXCOMFORT SYS USA INC	5,437	$7M	0.8%	TRIM −3%
37	AXPAMERICAN EXPRESS CO	23,134	$7M	0.8%	ADD 4%
38	MSFTMICROSOFT CORP	18,649	$7M	0.8%	ADD 16%
39	DVNDEVON ENERGY CORP NEW	136,395	$7M	0.8%	NEW
40	PFFISHARES TR	225,271	$7M	0.8%	TRIM −61%
41	AVGOBROADCOM INC	19,964	$6M	0.7%	ADD 26%
42	MRKMERCK & CO INC	50,288	$6M	0.7%	TRIM −16%
43	GOOGLALPHABET INC	20,988	$6M	0.7%	HOLD
44	MCOMOODYS CORP	13,532	$6M	0.7%	ADD 29%
45	AMZNAMAZON COM INC	28,192	$6M	0.7%	HOLD
46	BKRBAKER HUGHES COMPANY	95,888	$6M	0.7%	TRIM −12%
47	CDWCDW CORP	47,731	$6M	0.6%	ADD 56%
48	GWWWW GRAINGER INC	5,277	$6M	0.6%	ADD 5%
49	WFRDWEATHERFORD INTL PLC	60,221	$6M	0.6%	TRIM −2%
50	MSIMOTOROLA SOLUTIONS INC	12,916	$6M	0.6%	ADD 15%
51	CORCENCORA INC	17,671	$6M	0.6%	HOLD
52	CEGCONSTELLATION ENERGY CORP	19,633	$5M	0.6%	ADD 25%
53	ABTABBOTT LABS	52,944	$5M	0.6%	ADD 40%
54	BIIBBIOGEN INC	29,346	$5M	0.6%	HOLD
55	LQDALIQUIDIA CORPORATION	142,402	$5M	0.6%	HOLD
56	NVDANVIDIA CORPORATION	30,602	$5M	0.6%	ADD 4%
57	REGNREGENERON PHARMACEUTICALS	6,884	$5M	0.6%	TRIM −8%
58	HDHOME DEPOT INC	15,965	$5M	0.6%	ADD 21%
59	HIIHUNTINGTON INGALLS INDS INC	13,223	$5M	0.6%	NEW
60	SWKSTANLEY BLACK & DECKER INC	69,926	$5M	0.6%	ADD 3%
61	MCKMCKESSON CORP	5,725	$5M	0.6%	HOLD
62	XPROEXPRO GROUP HOLDINGS NV	270,449	$5M	0.5%	HOLD
63	VISNCOMMSCOPE HLDG CO INC	247,626	$5M	0.5%	HOLD
64	FTNTFORTINET INC	54,886	$4M	0.5%	TRIM −2%
65	SPYSTATE STR SPDR S&P 500 ETF T	6,753	$4M	0.5%	HOLD
66	HYDVANECK ETF TRUST	86,454	$4M	0.5%	ADD 28%
67	LDOSLEIDOS HOLDINGS INC	27,555	$4M	0.5%	HOLD
68	MBBISHARES TR	44,638	$4M	0.5%	ADD 7%
69	MUBISHARES TR	39,438	$4M	0.5%	ADD 6%
70	FLOTISHARES TR	80,365	$4M	0.5%	HOLD
71	VRSKVERISK ANALYTICS INC	21,423	$4M	0.5%	ADD 2%
72	KRKROGER CO	56,125	$4M	0.5%	ADD 3%
73	XYZBLOCK INC	67,044	$4M	0.5%	HOLD
74	PLTRPALANTIR TECHNOLOGIES INC	27,458	$4M	0.4%	HOLD
75	CNCCENTENE CORP DEL	122,138	$4M	0.4%	HOLD
76	VTEBVANGUARD MUN BD FDS	78,399	$4M	0.4%	ADD 9%
77	IDXXIDEXX LABS INC	6,781	$4M	0.4%	HOLD
78	AMDADVANCED MICRO DEVICES INC	18,722	$4M	0.4%	HOLD
79	QCOMQUALCOMM INC	29,505	$4M	0.4%	ADD 4%
80	BLBDBLUE BIRD CORP	65,844	$4M	0.4%	HOLD
81	ACNACCENTURE PLC IRELAND	18,848	$4M	0.4%	ADD 4%
82	GOOGALPHABET INC	12,401	$4M	0.4%	HOLD
83	ASTHASTRANA HEALTH INC	143,291	$4M	0.4%	HOLD
84	JPMJPMORGAN CHASE & CO	11,462	$3M	0.4%	ADD 6%
85	CTASCINTAS CORP	19,428	$3M	0.4%	HOLD
86	WMWASTE MGMT INC DEL	13,602	$3M	0.3%	ADD 8%
87	IEFISHARES TR	32,607	$3M	0.3%	ADD 3%
88	CAHCARDINAL HEALTH INC	14,049	$3M	0.3%	TRIM −14%
89	IBKRINTERACTIVE BROKERS GROUP IN	43,894	$3M	0.3%	HOLD
90	HIGHARTFORD INSURANCE GROUP INC	21,545	$3M	0.3%	ADD 8%
91	XOMEXXON MOBIL CORP	16,367	$3M	0.3%	TRIM −6%
92	ORIOld Republic Nat'l. Corp.	69,424	$3M	0.3%	ADD 12%
93	EMBISHARES TR	26,848	$3M	0.3%	TRIM −3%
94	TLTISHARES TR	29,070	$3M	0.3%	TRIM −91%
95	JNKSPDR SER TR	25,855	$2M	0.3%	TRIM −3%
96	WMTWALMART INC	19,560	$2M	0.3%	ADD 2%
97	QQQINVESCO QQQ TR	4,182	$2M	0.3%	HOLD
98	NTSXWISDOMTREE TR	37,569	$2M	0.2%	ADD 3%
99	USMVISHARES TR	19,475	$2M	0.2%	TRIM −85%
100	HFGMTIDAL TRUST I	51,103	$2M	0.2%	ADD 38%
101	EFAISHARES TR	13,758	$1M	0.1%	ADD 5%
102	FMBFirst Trust Managed Municipal ETF	26,129	$1M	0.1%	ADD 5%
103	FLBLFRANKLIN TEMPLETON ETF TR	55,818	$1M	0.1%	HOLD
104	MTUMISHARES TR	4,999	$1M	0.1%	TRIM −12%
105	MOODEA SERIES TRUST	27,467	$1M	0.1%	NEW
106	CAIECALAMOS ETF TR	43,590	$1M	0.1%	ADD 38%
107	IVVISHARES TR	1,675	$1M	0.1%	TRIM −3%
108	FBNDFIDELITY TOTAL BOND ETF	23,458	$1M	0.1%	ADD 10%
109	CWBSPDR SER TR	11,520	$1M	0.1%	HOLD
110	TSLATESLA INC	2,775	$1M	0.1%	ADD 2%
111	PAAAPGIM ETF TR	18,768	$960,540	0.1%	HOLD
112	TJXTJX COS INC NEW	5,713	$912,431	0.1%	HOLD
113	GLTRABRDN PRECIOUS METALS BASKET	3,908	$854,656	0.1%	ADD 12%
114	DGROISHARES CORE DIVIDEND GROWTH ETF	11,895	$834,787	0.1%	HOLD
115	PSMDPACER FDS TR	25,819	$823,368	0.1%	ADD 27%
116	IUSGISHARES TR	4,884	$757,601	0.1%	TRIM −15%
117	HYMBSPDR SERIES TRUST	29,611	$734,348	0.1%	HOLD
118	VOOVANGUARD INDEX FDS	1,137	$679,484	0.1%	HOLD
119	METAMETA PLATFORMS INC	1,156	$661,409	0.1%	TRIM −14%
120	VVISA INC	2,121	$640,960	0.1%	ADD 3%
121	TRGPTARGA RES CORP	2,524	$632,865	0.1%	HOLD
122	CTASIMPLIFY EXCHANGE TRADED FUN	19,685	$594,879	0.1%	TRIM −49%
123	NFLXNETFLIX INC	6,123	$588,726	0.1%	ADD 8%
124	IJRISHARES TR	4,677	$581,389	0.1%	TRIM −14%
125	BRK.BBERKSHIRE HATHAWAY INC DEL	1,209	$579,139	0.1%	ADD 3%
126	IVVWISHARES S&P 500 BUYWRITE ETF	12,694	$554,218	0.1%	TRIM −37%
127	IWFISHARES TR	1,217	$519,059	0.1%	ADD 7%
128	VIGVANGUARD SPECIALIZED FUNDS	2,362	$507,903	0.1%	TRIM −3%
129	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	5,641	$498,975	0.1%	TRIM −20%
130	GPIXGOLDMAN SACHS ETF TR	9,556	$478,160	0.1%	NEW
131	DVYISHARES TR	3,154	$477,537	0.1%	HOLD
132	IVWISHARES TR	4,149	$469,334	0.1%	HOLD
133	VYMVANGUARD WHITEHALL FDS	3,036	$449,670	0.1%	TRIM −97%
134	IAGGISHARES TR	8,663	$433,491	0.0%	ADD 9%
135	EUHYISHARES INC	7,702	$404,086	0.0%	ADD 11%
136	PICBINVESCO EXCH TRADED FD TR II	16,928	$391,038	0.0%	ADD 11%
137	EFAVISHARES TR	4,137	$377,975	0.0%	TRIM −28%
138	WECWEC ENERGY GROUP INC	3,199	$370,333	0.0%	TRIM −15%
139	LCTUBLACKROCK ETF TRUST	5,128	$359,697	0.0%	HOLD
140	SMHVANECK ETF TRUST	935	$358,370	0.0%	HOLD
141	GEGE AEROSPACE	1,248	$354,130	0.0%	ADD 3%
142	IESCIES HLDGS INC	739	$352,111	0.0%	HOLD
143	IPKWINVESCO EXCH TRADED FD TR II	6,237	$350,885	0.0%	ADD 13%
144	EFVISHARES TR	4,547	$338,069	0.0%	NEW
145	IWMISHARES TR	1,345	$333,657	0.0%	TRIM −13%
146	VEAVANGUARD TAX-MANAGED FDS	5,152	$330,156	0.0%	ADD 13%
147	GLDSPDR GOLD TR	764	$328,742	0.0%	HOLD
148	PEPPEPSICO INC	2,116	$328,594	0.0%	HOLD
149	FTHIFIRST TR EXCHANGE TRADED FD	13,920	$319,463	0.0%	HOLD
150	FLJPFRANKLIN TEMPLETON ETF TR	8,754	$316,720	0.0%	HOLD
151	DWMFWISDOMTREE TR	9,244	$311,414	0.0%	ADD 15%
152	JAAAJANUS DETROIT STR TR	6,122	$308,372	0.0%	TRIM −10%
153	IQLTISHARES TR	6,617	$305,891	0.0%	TRIM −33%
154	BACBANK AMERICA CORP	6,260	$305,198	0.0%	HOLD
155	MLIMUELLER INDS INC	2,518	$279,023	0.0%	HOLD
156	WTIPWISDOMTREE INFLATION PLUS FUND	7,244	$273,067	0.0%	NEW
157	KOCOCA COLA CO	3,587	$272,788	0.0%	HOLD
158	IEFAISHARES TR	3,009	$272,372	0.0%	HOLD
159	VMOINVESCO MUN OPPORTUNITY TR	28,016	$266,430	0.0%	HOLD
160	LOWLOWES COS INC	1,087	$256,946	0.0%	TRIM −13%
161	GEVGE VERNOVA INC	290	$253,496	0.0%	NEW
162	VTIVANGUARD INDEX FDS	785	$251,919	0.0%	HOLD
163	OIAINVESCO MUNI INCOME OPP TRST	38,964	$239,241	0.0%	HOLD
164	DSIISHARES TR	1,965	$238,192	0.0%	HOLD
165	LLYELI LILLY & CO	258	$237,301	0.0%	ADD 7%
166	SHELSHELL PLC	2,549	$237,074	0.0%	NEW
167	IWDISHARES TR	1,106	$236,340	0.0%	HOLD
168	BIOBIO RAD LABS INC	839	$233,871	0.0%	HOLD
169	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	7,896	$230,019	0.0%	HOLD
170	SPYGSPDR SERIES TRUST STATE STREET SPD	2,289	$224,090	0.0%	TRIM −21%
171	SCHDSCHWAB STRATEGIC TR	7,118	$218,380	0.0%	NEW
172	COSTCOSTCO WHSL CORP NEW	212	$211,536	0.0%	NEW
173	ATIALLEGHENY TECHNOLOGIES INC	1,454	$211,499	0.0%	NEW
174	XLFSELECT SECTOR SPDR TR	4,263	$210,476	0.0%	HOLD
175	SLVISHARES SILVER TR	2,944	$200,604	0.0%	NEW
176	XNEAXNUVEEN AMT FREE QLTY MUN INC	13,946	$156,609	0.0%	HOLD
177	RELLRICHARDSON ELECTRS LTD	10,000	$109,500	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

CVXCHEVRON CORP NEW

201K

206K

218K

219K

220K

175K

$36M

GSIEGoldman Sachs ActiveBeta Int'l Eq ETF

763K

738K

682K

638K

650K

652K

$28M

DYNFBLACKROCK ETF TRUST

—

426K

430K

444K

452K

475K

$28M

LQDISHARES TR

263K

65K

64K

62K

277K

251K

$27M

VCLTVANGUARD SCOTTSDALE FDS

318K

377K

380K

391K

399K

362K

$27M

VPLSVANGUARD MALVERN FDS

—

343K

$27M

LVHILEGG MASON ETF INVT

607K

719K

586K

595K

626K

$25M

IGLBISHARES TR

—

438K

443K

461K

476K

496K

$25M

VLUEISHARES TR

—

155K

$22M

SPMOInvesco ETF Trust II - S&P500 Momentum ETF

—

221K

220K

224K

188K

$21M

JMBSJANUS DETROIT STR TR

—

351K

453K

$20M

IDMOINVESCO EXCH TRADED FD TR II

—

307K

320K

369K

$20M

PGHYINVESCO EXCH TRADED FD TR II

—

832K

$16M

LRCXLAM RESEARCH CORP

—

106K

108K

99K

85K

69K

$15M

CDXSIMPLIFY EXCHANGE TRADED FUN

—

515K

647K

680K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Insight Wealth Strategies, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Insight Wealth Strategies, LLC