Insight Wealth Strategies, LLC
Q3 2026 13F Holdings
Location
San Ramon, CA
Holdings as of
9/30/2026
Value
$1.01B
Value excl. options
$1.01B
Num holdings
194
Date filed
10/9/2026
Form type
13F-HR
Prev filing
7/10/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type