Top Institutional Investors

Insight Wealth Strategies, LLC — 13F Holdings & Portfolio

CIK 1749914 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Insight Wealth Strategies, LLC manages $1.01B in 13F-reported U.S. long-equity assets across 194 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPMO (3.70%), LVHI (3.65%), DYNF (3.34%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 22 new positions and exited 12; 39 existing positions rose in reported value and 71 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$1.01B

Long-equity book

Holdings
194

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+22 / −12 / ↑39 / ↓71

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPMO3.7% · +15%LVHI3.7% · +30%DYNF3.3% · -1%CVX3.3% · -6%VCLT3.0% · +6%PAAA2.9% · -12%GARP2.9% · +35%FLTR2.9% · +3%VLUE2.7% · -8%TLT2.5% · +4%VPLS2.3% · +2%USHY2.2% · newFNDF2.1% · +1%LRCX2.0% · +1%BCI1.9% · newTFLR1.9% · -31%VMBS1.7% · newIGLB1.7% · newAAPL1.6% · +0%IDMO1.5% · -34%AVUV1.5% · -0%XLK1.3% · -8%HFGM1.2% · +3%CDX1.1% · -26%IGV1.1% · newSAMT1.0% · +0%MSFT1.0% · -2%IEMG0.9% · -45%STX0.9% · +1%KLAC0.9% · +1%NVDA0.9% · +0%BUG0.8% · newFTNT0.8% · -23%NTAP0.8% · +2%MRK0.8% · -0%BIIB0.8% · -0%INCY0.8% · +2%AMZN0.7% · -1%SWK0.7% · -1%COR0.7% · -0%MSI0.7% · +0%GOOGL0.7% · -0%DVN0.7% · +2%FIX0.7% · -12%GWW0.7% · +1%ILMN0.7% · -26%TER0.7% · +3%CENX0.7% · +29%AVGO0.7% · +2%REGN0.6% · -1%CDW0.6% · +1%BPOP0.6% · +1%QCOM0.6% · +16%CF0.6% · +2%CEG0.6% · +1%LYFT0.6% · newHD0.6% · +2%HII0.6% · +2%CNC0.6% · +0%ZD0.6% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 14, 2026.

Assets Under Management
$1.22B
Discretionary
$1.22B
Employees
12
Accounts
2,042
Address
2603 CAMINO RAMON
SUITE 350
SAN RAMON, CA 94583
Phone
(925) 659-8020
Website
Name Title / Status Ownership Type
MOBLEY, CAMILLE, MARIE ControlCHIEF OPERATION OFFICER
since Oct 2025
Less than 5%Individual
ORTALE, ANTHONY, ROD ControlCHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER
since Oct 2018
Less than 5%Individual
SEEGERS, CHAD, GENE ControlPARTNER
since Dec 2021
50–75%Individual
STORMONT, BRIAN, KEITH ControlPARTNER
since Dec 2021
50–75%Individual
Ownership & leadership changes · 7 filings with changes since Mar 27, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 2, 2026 filing
  • ChangedMOBLEY, CAMILLE, MARIE · title DIRECTOR OF OPERATIONS → CHIEF OPERATION OFFICER
Oct 23, 2024 filing
  • No longer listedCHAZIN FAMILY LIVING TRUST · TRUST · 25–50% · listed since Dec 2021
  • No longer listedCHAZIN, DAVID, NEIL · TRUSTEE · 25–50% · control person · listed since Mar 2018
  • No longer listedChazin, Lynn · TRUSTEE · 25–50% · listed since Dec 2021
  • AddedMOBLEY, CAMILLE, MARIE · DIRECTOR OF OPERATIONS · Less than 5% · control person
  • ChangedSEEGERS, CHAD, GENE · ownership 25–50% → 50–75%
  • ChangedSTORMONT, BRIAN, KEITH · ownership 25–50% → 50–75%
Jan 22, 2024 filing
  • AddedCHAZIN FAMILY LIVING TRUST · TRUST · 25–50%
  • AddedChazin, Lynn · TRUSTEE · 25–50%
  • ChangedCHAZIN, DAVID, NEIL · title MANAGING MEMBER → TRUSTEE
Jan 27, 2022 filing
  • ChangedORTALE, ANTHONY, ROD · title CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER & CHIEF EXECUTIVE OFFICER → CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER
Jan 25, 2022 filing
  • AddedSEEGERS, CHAD, GENE · PARTNER · 25–50% · control person
  • AddedSTORMONT, BRIAN, KEITH · PARTNER · 25–50% · control person
  • ChangedCHAZIN, DAVID, NEIL · ownership 75% or more → 25–50%
  • ChangedORTALE, ANTHONY, ROD · title CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER & CHIEF EXECUTIVE OFFICER
Feb 19, 2019 filing
  • ChangedORTALE, ANTHONY, ROD · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER
Oct 29, 2018 filing
  • AddedORTALE, ANTHONY, ROD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedCHAZIN, DAVID, NEIL · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Mar 27, 2018 filing (earliest on record)
  • ListedCHAZIN, DAVID, NEIL · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Insight Wealth Strategies, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $37.4M 3.70% 247,018 SH
2 LEGG MASON ETF INVT LVHI 52468L505 $36.9M 3.65% 885,376 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $33.7M 3.34% 486,949 SH
4 CHEVRON CORPORATION CVX 166764100 $33.1M 3.27% 161,957 SH
5 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $30.5M 3.02% 445,844 SH
6 PGIM ETF TR PAAA 69344A834 $29.6M 2.92% 576,138 SH
7 ISHARES TR GARP 46436E403 $29.4M 2.91% 345,059 SH
8 VANECK ETF TRUST FLTR 92189F486 $29.1M 2.88% 1,138,827 SH
9 ISHARES TR VLUE 46432F388 $27.4M 2.71% 138,537 SH
10 ISHARES TR TLT 464287432 $25.7M 2.54% 330,227 SH
11 VANGUARD MALVERN FDS VPLS 922020755 $22.9M 2.26% 309,237 SH
12 ISHARES TR USHY 46435U853 $22.4M 2.21% 626,335 SH
13 SCHWAB STRATEGIC TR FNDF 808524755 $20.8M 2.06% 387,160 SH
14 LAM RESEARCH CORP LRCX 512807306 $20.2M 2.00% 61,398 SH
15 ABRDN ETFS BCI 003261104 $19.7M 1.95% 761,713 SH
16 T ROWE PRICE EXCHANGE-TRADED TFLR 87283Q883 $19.4M 1.92% 383,452 SH
17 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $17.7M 1.75% 397,559 SH
18 ISHARES TR IGLB 464289511 $17.6M 1.74% 384,496 SH
19 APPLE INC AAPL 037833100 $15.8M 1.56% 47,432 SH
20 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $15.6M 1.54% 255,416 SH
21 AMERICAN CENTY ETF TR AVUV 025072877 $14.9M 1.47% 126,132 SH
22 SELECT SECTOR SPDR TR XLK 81369Y803 $13.1M 1.29% 66,724 SH
23 TIDAL TRUST I HFGM 886364363 $12.2M 1.21% 388,918 SH
24 SIMPLIFY EXCHANGE TRADED FUN CDX 82889N830 $11.4M 1.13% 566,973 SH
25 ISHARES TR IGV 464287515 $11.4M 1.13% 107,147 SH
26 ADVISORS INNER CIRCLE FD III SAMT 00775Y645 $10.5M 1.04% 252,888 SH
27 MICROSOFT CORP MSFT 594918104 $10.1M 1.00% 19,681 SH
28 ISHARES INC IEMG 46434G103 $9.5M 0.94% 116,932 SH
29 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $9.2M 0.91% 9,937 SH
30 KLA CORP KLAC 482480100 $8.7M 0.86% 44,707 SH
31 NVIDIA CORPORATION NVDA 67066G104 $8.7M 0.86% 38,063 SH
32 GLOBAL X FDS BUG 37954Y384 $8.5M 0.84% 184,479 SH
33 FORTINET INC FTNT 34959E109 $8.0M 0.79% 44,762 SH
34 NETAPP INC NTAP 64110D104 $8.0M 0.79% 37,957 SH
35 MERCK & CO INC MRK 58933Y105 $7.9M 0.78% 54,318 SH
36 BIOGEN INC BIIB 09062X103 $7.7M 0.76% 34,161 SH
37 INCYTE CORP INCY 45337C102 $7.7M 0.76% 63,207 SH
38 AMAZON COM INC AMZN 023135106 $7.5M 0.74% 30,014 SH
39 STANLEY BLACK & DECKER INC SWK 854502101 $7.4M 0.73% 83,399 SH
40 CENCORA INC COR 03073E105 $7.3M 0.72% 24,223 SH
41 MOTOROLA SOLUTIONS INC MSI 620076307 $7.3M 0.72% 16,275 SH
42 ALPHABET INC GOOGL 02079K305 $7.0M 0.70% 20,460 SH
43 DEVON ENERGY CORP NEW DVN 25179M103 $6.9M 0.68% 149,247 SH
44 COMFORT SYS USA INC FIX 199908104 $6.7M 0.67% 4,074 SH
45 WW GRAINGER INC GWW 384802104 $6.7M 0.66% 5,396 SH
46 ILLUMINA INC ILMN 452327109 $6.7M 0.66% 24,488 SH
47 TERADYNE INC TER 880770102 $6.7M 0.66% 16,658 SH
48 CENTURY ALUM CO CENX 156431108 $6.7M 0.66% 185,329 SH
49 BROADCOM INC AVGO 11135F101 $6.6M 0.65% 18,789 SH
50 REGENERON PHARMACEUTICALS REGN 75886F107 $6.5M 0.65% 8,617 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $1.01B 194 0001749914-26-000006
2026-06-30 2026-07-10 $1.02B 183 0001749914-26-000005
2026-03-31 2026-04-10 $895.7M 177 0001749914-26-000004
2025-12-31 2026-01-02 $872.1M 171 0001749914-26-000001
Filer Information
Address
2603 CAMINO RAMON
SUITE 350
SAN RAMON, CA 94583
Phone
(925) 659-8020
Filing Manager
Insight Wealth Strategies, LLC
SAN RAMON, CA
Signatory
Camille Mobley
COO