13F
中
← All fund report cards

Insight Wealth Strategies, LLC

13F equity value
$896M
Positions
177
Top 10 concentration
29.7%
Quarters / total new picks
27 / 244
13F equity value over time
$0M$448M$896M201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +2.9% per quarter — versus +3.0% per quarter from simply owning every 13F stock. It beat that baseline in only 40.7% of quarters (excess t = -0.01, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.0%
t-stat
-0.01
Quarterly win rate
41%
Annualized excess
-2.1%
$1 → follow vs universe
$1.72 vs $1.96
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220331: universe 1.39920220630: universe 1.29620221231: universe 1.20320230331: universe 1.26820230630: universe 1.22220230930: universe 1.38820231231: universe 1.45020240331: universe 1.48220240630: universe 1.61720240930: universe 1.60320241231: universe 1.49620250331: universe 1.63120250630: universe 1.68220250930: universe 1.89220251231: universe 1.957 20190331: follow 1.03120190630: follow 1.11020190930: follow 1.20420191231: follow 0.84420200331: follow 0.89820200630: follow 0.96320200930: follow 1.05220201231: follow 1.06520210331: follow 1.11720210630: follow 1.06420210930: follow 0.95320211231: follow 0.73520220331: follow 0.76720220630: follow 0.80420221231: follow 0.78820230331: follow 0.79020230630: follow 0.90320230930: follow 1.05120231231: follow 1.19020240331: follow 1.21420240630: follow 1.11920240930: follow 1.06820241231: follow 0.94620250331: follow 1.17720250630: follow 1.11520250930: follow 1.23520251231: follow 1.721 0.68 1.40 2.11 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 177 · 2026 Q1

Ticker Value Weight QoQ
CVX $36M
4.0%
TRIM
GSIE $28M
3.1%
HOLD
DYNF $28M
3.1%
ADD
LQD $27M
3.1%
TRIM
VCLT $27M
3.0%
TRIM
VPLS $27M
3.0%
NEW
LVHI $25M
2.8%
ADD
IGLB $25M
2.8%
ADD
VLUE $22M
2.5%
ADD
SPMO $21M
2.4%
TRIM
JMBS $20M
2.3%
ADD
IDMO $20M
2.3%
ADD
PGHY $16M
1.8%
NEW
LRCX $15M
1.7%
TRIM
CDX $15M
1.6%
ADD
TUA $14M
1.6%
ADD
TFLR $14M
1.6%
TRIM
QUAL $14M
1.5%
TRIM
AVUV $14M
1.5%
HOLD
XMMO $13M
1.5%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ATICOSTDVNEFVGEVGPIXHIIIHEJBBBPGHYSCHDSHELSLVSTIPVPLS

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.