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Camille Mobley

Insight Wealth Strategies, Llc

Assets Managed
$895.705M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
2mo 10d ago
Growth Rate
2.71%(2Q avg: 2.73%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Insight Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 895.705M in assets, with a quarterly growth rate of 2.71% and a 2-quarter average growth rate of 2.73%. The portfolio is managed by Camille Mobley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CVX
Chevron Corp
Recent Activity
Decreased -20.3%
4.05%
$36.254M
175,223 shares@ $206.91 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 0.42%
3.15%
$28.141M
652,469 shares@ $43.14 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 5.01%
3.09%
$27.623M
474,784 shares@ $58.18 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Decreased -9.19%
3.06%
$27.379M
251,203 shares@ $108.99 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Decreased -9.28%
3.02%
$27.023M
361,651 shares@ $74.73 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
New Position
2.98%
$26.621M
343,106 shares@ $77.59 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 5.19%
2.84%
$25.379M
626,028 shares@ $40.55 avg price
IGLB
Ishares 10+ Year Inv Gr Corp
Recent Activity
Increased 4.1%
2.75%
$24.616M
495,996 shares@ $49.64 avg price
VLUE
Ishares Msci Usa Value Facto
Recent Activity
Increased 10350.14%
2.46%
$22.021M
154,871 shares@ $142.2 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -15.89%
2.36%
$21.081M
188,038 shares@ $112.12 avg price

1-10 of 177