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Livermore
Livermore
ZHEN

Insight Wealth Strategies, LLC

SEC CIK
0001749914
Latest filing
Jul 10, 2026

The latest 13F from Insight Wealth Strategies, LLC covers Q2 2026 (filed Jul 10, 2026): 182 long positions worth $1.02B. The top 10 holdings make up 29.3% of the portfolio, and the largest is Pgim ETF Tr at 3.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$192.8M
Added
89
Est. +$131.3M
Reduced
57
Est. −$150.4M
Sold out
23
Est. −$148.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. Pgim ETF Tr69344A834
    3.3%$33.6M
  2. Invesco Exch Traded FD Tr II46138E339
    3.3%$33.5M
  3. BlackRock ETF Trust09290C103
    3.2%$33.1M
  4. Vanguard Scottsdale FDS92206C813
    3.1%$31.4M
  5. iShares Tr46432F388
    2.9%$29.6M

Share of portfolio

Top 5 holdings and the other 177 positions, by share of portfolio value

  1. Pgim ETF Tr3.3%
  2. Invesco Exch Traded FD Tr II3.3%
  3. BlackRock ETF Trust3.2%
  4. Vanguard Scottsdale FDS3.1%
  5. iShares Tr2.9%
  6. Other 177 positions84.3%

Biggest buys

New and added positions, by estimated amount bought

  1. Pgim ETF Tr69344A834
    +$32.7MAdded
  2. VanEck ETF Trust92189F486
    +$28.2MNew
  3. iShares Tr464287432
    +$24.6MAdded
  4. Invesco Exch Traded FD Tr II46138G870
    +$22.7MNew
  5. iShares Tr46436E403
    +$20.9MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Pgim ETF Tr69344A834
    +3.18 pp0.1% → 3.3%
  2. VanEck ETF Trust92189F486
    +2.76 pp0.0% → 2.8%
  3. iShares Tr464287432
    +2.36 pp0.3% → 2.6%
  4. Invesco Exch Traded FD Tr II46138G870
    +2.21 pp0.0% → 2.2%
  5. iShares Tr46436E403
    +2.04 pp0.0% → 2.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Goldman Sachs ETF Tr381430107
    −$26.8MReduced
  2. iShares Tr464289511
    −$24.6MSold out
  3. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    −$22.5MReduced
  4. Janus Detroit STR Tr47103U852
    −$20.5MSold out
  5. Invesco Exch Traded FD Tr II46138E669
    −$16.1MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Goldman Sachs ETF Tr381430107
    −2.87 pp3.1% → 0.3%
  2. iShares Tr464289511
    −2.75 pp2.7% → 0.0%
  3. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    −2.60 pp3.1% → 0.5%
  4. Janus Detroit STR Tr47103U852
    −2.29 pp2.3% → 0.0%
  5. Invesco Exch Traded FD Tr II46138E669
    −1.80 pp1.8% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.02B
+$128.6M (+14.4%) vs. prior quarter
Positions
182
+5 vs. prior quarter
Top 10 concentration
29.3%
Top 10 as share of value
Turnover
31.1%
Q2 2026, one quarter
Average holding period
8.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.02B (Q2 2026)

Q1 2021: $746.3MQ2 2021: $703.6MQ3 2021: $710.8MQ4 2021: $701.6MQ1 2022: $678.1MQ2 2022: $538.4MQ3 2022: $538.4MQ4 2022: $517.3MQ1 2023: $510.0MQ2 2023: $522.5MQ3 2023: $517.7MQ4 2023: $619.2MQ1 2024: $681.2MQ2 2024: $702.8MQ3 2024: $759.2MQ4 2024: $745.7MQ1 2025: $742.7MQ2 2025: $791.7MQ3 2025: $848.7MQ4 2025: $872.1MQ1 2026: $895.7MQ2 2026: $1.02B
Q1 2021Q2 2026
13F filings of Insight Wealth Strategies, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 2026182$1.02BPgim ETF TrInvesco Exch Traded FD Tr IIBlackRock ETF Trustvs. Q1 2026SEC
Q1 2026Apr 10, 2026177$895.7MCVXGoldman Sachs ETF TrBlackRock ETF Trustvs. Q4 2025SEC
Q4 2025Jan 2, 2026171$872.1MCVXiShares Iboxx $ Investment Grade Corporate Bond ETFVanguard Scottsdale FDSvs. Q3 2025SEC
Q3 2025Oct 6, 2025171$848.7MCVXVanguard Scottsdale FDSiShares Trvs. Q2 2025SEC
Q2 2025Jul 7, 2025171$791.7MCVXVanguard Scottsdale FDSiShares Trvs. Q1 2025SEC
Q1 2025Apr 3, 2025158$742.7MCVXVanguard Scottsdale FDSiShares Trvs. Q4 2024SEC
Q4 2024Jan 6, 2025152$745.7MiShares MSCI USA Min Vol Factor ETFCVXiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q3 2024SEC
Q3 2024Oct 7, 2024159$759.2MiShares MSCI USA Min Vol Factor ETFiShares Iboxx $ Investment Grade Corporate Bond ETFCVXvs. Q2 2024SEC
Q2 2024Jul 8, 2024157$702.8MCVXiShares TriShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2024SEC
Q1 2024Apr 5, 2024159$681.2MiShares TrCVXiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q4 2023SEC
Q4 2023Jan 12, 2024153$619.2MiShares TrCVXVanguard Whitehall FDSvs. Q3 2023SEC
Q3 2023Oct 13, 2023143$517.7MCVXiShares TriShares MSCI USA Min Vol Factor ETFvs. Q2 2023SEC
Q2 2023Jul 14, 2023136$522.5MCVXiShares TriShares MSCI USA Min Vol Factor ETFvs. Q1 2023SEC
Q1 2023Apr 6, 2023136$510.0MCVXState Street SPDR Bloomberg Convertible Securities ETFiShares Trvs. Q4 2022SEC
Q4 2022Jan 6, 2023136$517.3MCVXiShares TriShares Trvs. Q3 2022SEC
Q3 2022Oct 3, 2022142$538.4MiShares TrCVXiShares MSCI USA Min Vol Factor ETFvs. Q2 2022SEC
Q2 2022Jul 1, 2022142$538.4MiShares TrCVXiShares MSCI USA Min Vol Factor ETFvs. Q1 2022SEC
Q1 2022Apr 12, 2022154$678.1MCVXiShares MSCI USA Min Vol Factor ETFiShares Tips Bond ETFvs. Q4 2021SEC
Q4 2021Jan 31, 2022152$701.6MiShares Tips Bond ETFCVXiShares MSCI USA Min Vol Factor ETFvs. Q3 2021SEC
Q3 2021Oct 28, 2021186$710.8MCVXiShares MSCI USA Min Vol Factor ETFiShares MSCI USA Momentum Factor ETFvs. Q2 2021SEC
Q2 2021Aug 12, 2021182$703.6MCVXiShares MSCI USA Min Vol Factor ETFiShares MSCI USA Momentum Factor ETFvs. Q1 2021SEC
Q1 2021May 12, 2021220$746.3MCVXiShares MSCI USA Min Vol Factor ETFiShares MSCI USA Momentum Factor ETF–SEC