Insight Wealth Strategies, LLC
•CIK: 1749914•Filing: Q4 2025
**Insight Wealth Strategies, LLC** manages $872M across a diversified portfolio of 171 positions. The fund exhibits a significant allocation toward fixed income and credit, notably holding CHV at $33.5M and LQD at $30.5M. Further concentration is evident in intermediate and treasury-linked debt, with VCLT ($30.2M), TLT ($28.0M), and GSIE ($27.9M) representing core components. This structure suggests a tactical focus on navigating interest rate cycles and credit spread dynamics.
Total AUM
$872.1M
QoQ Performance
+2.8%
Positions
120
Top 10 Concentration
31.5%
Latest Filing
Q4 2025
Top Holdings Allocation
CHV3.8%
LQD3.5%
VCLT3.5%
TLT3.2%
GSIE3.2%
DYNF3.2%
SPMO3.1%
TFLR2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.3%
Technology8.6%
Consumer1.7%
Financial1.5%
Healthcare1.3%
ETF0.7%
Consumer Staples0.5%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW15 new positions
↑103 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023