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Camille Mobley

Insight Wealth Strategies, Llc

Assets Managed
$1.025B
Holdings
182
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
14.39%(2Q avg: 8.55%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight Wealth Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 182 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.025B in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 8.55%. The portfolio is managed by Camille Mobley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PAAA
Pgim Aaa Clo Etf
Recent Activity
Increased 3395.22%
3.29%
$33.645M
655,982 shares@ $51.3 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 14.57%
3.27%
$33.461M
215,430 shares@ $155.33 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.16%
3.23%
$33.059M
489,757 shares@ $67.51 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Increased 16.23%
3.07%
$31.377M
420,326 shares@ $74.65 avg price
VLUE
Ishares Msci Usa Value Facto
Recent Activity
Decreased -2.18%
2.9%
$29.611M
151,486 shares@ $195.47 avg price
CVX
Chevron Corp
Recent Activity
Decreased -2.18%
2.78%
$28.4M
171,403 shares@ $165.7 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
New Position
2.76%
$28.229M
1.106M shares@ $25.54 avg price
TFLR
T Rowe Price Floating Rt Etf
Recent Activity
Increased 102.23%
2.75%
$28.102M
557,681 shares@ $50.39 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 8.49%
2.68%
$27.439M
679,172 shares@ $40.4 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 990.34%
2.65%
$27.106M
316,959 shares@ $85.52 avg price

1-10 of 182