Insight Wealth Strategies, LLC

Q3 2026 13F Holdings

Location
San Ramon, CA
Holdings as of
9/30/2026
Value ($000)
$1,011,014
Num holdings
194
Date filed
10/9/2026
Form type
13F-HR
Prev filing
7/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type