Insight Wealth Strategies Q2 2026 Portfolio Activity Report

Investment Activity Overview

This report details the observable investment activities of Insight Wealth Strategies LLC during Q2 2026, based on available disclosures. The firm demonstrated a dynamic approach to portfolio management this quarter.

Prominent Purchases Observed in Q2 2026

Insight Wealth Strategies showed strong buying interest in several exchange-traded funds (ETFs) during the second quarter of 2026. The most significant purchase was noted in PGIM ETF TR (PAAA), where shares increased by a substantial 3,395.22% from the previous period.

• PAAA saw an enormous increase in holdings, suggesting renewed confidence or strategic allocation towards this fund (PGIM ETF TR (PAAA)).
• The firm also invested fully 100% into T Rowe Price Exchange-Traded Fund (TFLR) and INVESCO EXCH TRADED FD TR II (VRP), indicating strong conviction in these fixed-income strategies (T ROWE PRICE EXCHANGE-TRADED) and (INVESCO EXCH TRADED FD TR II (VRP)).
• Furthermore, Insight Wealth Strategies significantly boosted its position in iShares Core U.S. Treasury 10-20 Year ETF (TLT), with a nearly 990% increase in shares (ISHARES TR (TLT)).
• The substantial investment also included Vaneck VVTI UCITS ETF (EUR) (EMLC), which experienced a 100% change (VANECK ETF TRUST (EMLC)).
• These significant additions suggest potential interest in specific sectors or market conditions prevalent during Q2 2026.

Notable Divestments and Reduced Holdings

In contrast to the large purchases, Insight Wealth Strategies also divested from certain holdings during Q2 2026. The most significant reduction was observed in GOLDMAN SACHS ETF TR (GSIE), where shares decreased by over 90%.

• GSIE experienced a drastic sell-off, with nearly all positions liquidated (GOLDMAN SACHS ETF TR (GSIE)). This indicates a major shift away from this investment.
• The firm also sold off iShares $10K 2026 Corporate Bond ETF (LQD) significantly, with an approximate 83% reduction in position (ISHARES TR (LQD)). This suggests a change in the firm's fixed-income allocation strategy.
• Additionally, Insight Wealth Strategies exited positions entirely in Schwab Strategic Trust (FNDF) and Vaneck VIXETC 30D VXX ETN (EMLC), both showing over 96% reduction (SCHWAB STRATEGIC TR) and (VANECK ETF TRUST (EMLC)). These actions highlight a clear departure from these specific funds.
• Other exits included the iShares Nasdaq Healthcare ETF (HEZU), which saw nearly 97% reduction (ISHARES TR (HEZU)).

Other Portfolio Changes Observed in Q2 2026

Beyond the most significant buys and sells, Insight Wealth Strategies made several other noteworthy adjustments to its portfolio this quarter.

• The firm increased its stake in BlackRock ETF Trust (DYNF) by about 3.15%, maintaining a position close to that held previously (BLACKROCK ETF TRUST). This moderate increase suggests ongoing interest but not an aggressive new allocation.
• Similarly, the investment in Vanguard SCOTTSDALE FDS (VCLT) grew by approximately 16.22% (VANGUARD SCOTTSDALE FDS). This indicates continued confidence, albeit at a lower rate than some other purchases.
• There was also a moderate increase in the investment of iShares TR (VLUE) by about 2.19% (ISHARES TR (VLUE)).
• The position in Chevron Corporation (CVX), a stock within the Energy sector, saw a slight reduction of about 2.18% (CHEVRON CORPORATION). This minor adjustment might reflect normal turnover rather than a major strategic shift.
• Lastly, the firm made a small addition to its holdings in SPDR Series Trust (KRE) (SPDR SERIES TRUST).

Detailed Holdings Changes for Insight Wealth Strategies

For a comprehensive view of the changes, please refer to the detailed disclosures provided. The portfolio now includes positions in various sectors including Technology (holding companies like RINGCENTRAL INC and KNOWLES CORP) and others (Insight Wealth Strategies).

The overall portfolio value stood at $945,647,837 as of June 30, 2026. The allocation across sectors shows a significant portion in 'Unknown' holdings (61.63%), followed by Technology (14.71%) and Healthcare (7.19%).