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Insight Wealth Strategies

Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are CVX, GSIE, DYNF, LQD, VCLT, and represent 16.35% of Insight Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: VPLS (+$27M), VLUE (+$22M), PGHY (+$16M), STIP (+$12M), IHE (+$10M), JBBB (+$8.1M), DVN (+$6.9M), HII (+$5.0M), IEMG, JMBS.
Started 17 new stock positions in PGHY, STIP, COST, SLV, GEV, SCHD, GPIX, WTIP, ATI, HII. JBBB, IHE, SHEL, EFV, DVN, MOOD, VPLS.
Reduced shares in these 10 stocks: TLT (-$25M), VYM (-$13M), XLC (-$13M), PFF (-$11M), TFLR (-$11M), USMV (-$10M), CVX (-$9.2M), EMLC (-$7.6M), QUAL, ADP.
Sold out of its positions in ADP, SHYM, BAH, LNG, FDN, INTU, NEAR, USXF, PAYO, XLC. CLOZ.
Insight Wealth Strategies was a net buyer of stock by $8.2M.
Insight Wealth Strategies has $896M in assets under management (AUM), dropping by 2.70%.
Central Index Key (CIK): 0001749914

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Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 177 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chevron Corporation (CVX)	4.0	$36M	-20%	175k	206.90	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	3.1	$28M		653k	43.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.1	$28M	+5%	475k	58.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.1	$27M	-9%	251k	108.99	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.0	$27M	-9%	362k	74.72	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	3.0	$27M	NEW	343k	77.59	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.8	$25M	+5%	626k	40.54	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	2.7	$25M	+4%	496k	49.63	View chart
Ishares Tr Msci Usa Value (VLUE)	2.5	$22M	+10350%	155k	142.19	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.4	$21M	-15%	188k	112.11	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.3	$21M	+29%	453k	45.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.3	$20M	+15%	369k	54.84	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	1.8	$16M	NEW	832k	19.41	View chart
Lam Research Corp Com New (LRCX)	1.6	$15M	-18%	69k	213.66	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	1.6	$15M	+5%	680k	21.34	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.6	$14M	+4%	666k	21.10	View chart
T Rowe Price Etf Floating Rate (TFLR)	1.6	$14M	-42%	276k	50.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$14M	-24%	72k	191.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$14M		124k	110.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.5	$13M		92k	145.02	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$13M	+61%	186k	69.75	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.4	$13M		86k	146.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$12M	NEW	119k	103.43	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	1.3	$12M		265k	44.54	View chart
Apple (AAPL)	1.3	$12M		46k	253.79	View chart
Ishares Tr U.s. Pharma Etf (IHE)	1.1	$10M	NEW	119k	86.68	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	1.1	$10M	+28%	235k	43.70	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	1.1	$9.8M		249k	39.27	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$9.7M	+21%	73k	132.90	View chart
Century Aluminum Company (CENX)	1.0	$8.6M	-5%	146k	58.69	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$8.4M	-47%	334k	25.11	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.9	$8.1M	NEW	173k	46.61	View chart
Digitalocean Hldgs (DOCN)	0.9	$8.0M	-2%	93k	85.78	View chart
Kla Corp Com New (KLAC)	0.9	$7.7M	-6%	5.2k	1472.40	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.9	$7.6M	-23%	20k	391.77	View chart
Comfort Systems USA (FIX)	0.8	$7.5M	-3%	5.4k	1378.89	View chart
American Express Company (AXP)	0.8	$7.0M	+3%	23k	302.48	View chart
Microsoft Corporation (MSFT)	0.8	$6.9M	+15%	19k	370.18	View chart
Devon Energy Corporation (DVN)	0.8	$6.9M	NEW	136k	50.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$6.8M	-60%	225k	30.32	View chart
Broadcom (AVGO)	0.7	$6.2M	+25%	20k	309.51	View chart
Merck & Co (MRK)	0.7	$6.0M	-16%	50k	120.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$6.0M		21k	287.56	View chart
Moody's Corporation (MCO)	0.7	$5.9M	+29%	14k	436.25	View chart
Amazon (AMZN)	0.7	$5.9M		28k	208.27	View chart
Baker Hughes Company Cl A (BKR)	0.7	$5.9M	-12%	96k	61.05	View chart
Cdw (CDW)	0.6	$5.8M	+55%	48k	121.02	View chart
W.W. Grainger (GWW)	0.6	$5.8M	+4%	5.3k	1090.77	View chart
Weatherford Intl Ord Shs (WFRD)	0.6	$5.7M	-2%	60k	94.58	View chart
Motorola Solutions Com New (MSI)	0.6	$5.6M	+14%	13k	433.99	View chart
AmerisourceBergen (COR)	0.6	$5.6M		18k	314.14	View chart
Constellation Energy (CEG)	0.6	$5.5M	+24%	20k	279.25	View chart
Abbott Laboratories (ABT)	0.6	$5.4M	+39%	53k	102.67	View chart
Biogen Idec (BIIB)	0.6	$5.4M		29k	183.33	View chart
Liquidia Corporation Com New (LQDA)	0.6	$5.4M		142k	37.74	View chart
NVIDIA Corporation (NVDA)	0.6	$5.3M	+3%	31k	174.40	View chart
Regeneron Pharmaceuticals (REGN)	0.6	$5.3M	-8%	6.9k	772.68	View chart
Home Depot (HD)	0.6	$5.3M	+20%	16k	328.90	View chart
Huntington Ingalls Inds (HII)	0.6	$5.0M	NEW	13k	379.91	View chart
Stanley Black & Decker (SWK)	0.6	$5.0M	+3%	70k	71.06	View chart
McKesson Corporation (MCK)	0.6	$5.0M		5.7k	865.37	View chart
Expro Group Holdings Nv (XPRO)	0.5	$4.7M		270k	17.41	View chart
Commscope Hldg	0.5	$4.5M		248k	18.20	View chart
Fortinet (FTNT)	0.5	$4.5M	-2%	55k	81.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$4.4M		6.8k	650.38	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.5	$4.3M	+28%	87k	50.14	View chart
Leidos Holdings (LDOS)	0.5	$4.3M		28k	155.52	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$4.2M	+7%	45k	94.95	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$4.2M	+5%	39k	106.15	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$4.1M		80k	50.95	View chart
Verisk Analytics (VRSK)	0.5	$4.1M	+2%	21k	189.75	View chart
Kroger (KR)	0.5	$4.1M	+2%	56k	72.36	View chart
Block Cl A (XYZ)	0.5	$4.0M		67k	60.18	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.0M		28k	146.28	View chart
Centene Corporation (CNC)	0.4	$4.0M		122k	32.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.9M	+9%	78k	49.89	View chart
IDEXX Laboratories (IDXX)	0.4	$3.8M		6.8k	561.89	View chart
Advanced Micro Devices (AMD)	0.4	$3.8M		19k	203.43	View chart
Qualcomm (QCOM)	0.4	$3.8M	+3%	30k	128.78	View chart
Blue Bird Corp (BLBD)	0.4	$3.7M		66k	56.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$3.7M	+3%	19k	198.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.6M		12k	286.85	View chart
Astrana Health Com New (ASTH)	0.4	$3.5M		143k	24.52	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.4M	+5%	12k	294.16	View chart
Cintas Corporation (CTAS)	0.4	$3.3M		19k	169.14	View chart
Waste Management (WM)	0.3	$3.1M	+8%	14k	229.79	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$3.1M	+3%	33k	95.44	View chart
Cardinal Health (CAH)	0.3	$3.0M	-13%	14k	211.31	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.3	$2.9M		44k	67.07	View chart
Hartford Financial Services (HIG)	0.3	$2.9M	+8%	22k	135.23	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.8M	-6%	16k	169.66	View chart
Old Republic International Corporation (ORI)	0.3	$2.8M	+11%	69k	39.90	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$2.5M	-3%	27k	93.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$2.5M	-90%	29k	86.69	View chart
Spdr Series Trust State Street Spd (JNK)	0.3	$2.5M	-2%	26k	95.72	View chart
Wal-Mart Stores (WMT)	0.3	$2.4M	+2%	20k	124.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.4M		4.2k	577.15	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$2.0M	+2%	38k	52.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.8M	-84%	20k	92.74	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.2	$1.6M	+38%	51k	32.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+5%	14k	97.13	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.3M	+5%	26k	50.66	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.3M		56k	23.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.2M	-12%	5.0k	240.01	View chart
Ea Series Trust Relative Sentime (MOOD)	0.1	$1.1M	NEW	28k	41.01	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$1.1M	+38%	44k	25.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.1M	-3%	1.7k	653.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.1M	+9%	24k	45.62	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$1.1M		12k	91.52	View chart
Tesla Motors (TSLA)	0.1	$1.0M	+2%	2.8k	371.75	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$961k		19k	51.18	View chart
TJX Companies (TJX)	0.1	$912k		5.7k	159.71	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$855k	+11%	3.9k	218.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$835k		12k	70.18	View chart
Pacer Fds Tr Swan Sos Mod Jan (PSMD)	0.1	$823k	+27%	26k	31.89	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$758k	-14%	4.9k	155.12	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$734k		30k	24.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$680k		1.1k	597.61	View chart
Meta Platforms Cl A (META)	0.1	$661k	-13%	1.2k	572.15	View chart
Visa Com Cl A (V)	0.1	$641k	+3%	2.1k	302.20	View chart
Targa Res Corp (TRGP)	0.1	$633k		2.5k	250.74	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$595k	-48%	20k	30.22	View chart
Netflix (NFLX)	0.1	$589k	+8%	6.1k	96.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$581k	-13%	4.7k	124.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$579k	+2%	1.2k	479.02	View chart
Ishares Tr S&p 500 Buywrite (IVVW)	0.1	$554k	-36%	13k	43.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$519k	+6%	1.2k	426.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$508k	-3%	2.4k	215.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$499k	-20%	5.6k	88.46	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$478k	NEW	9.6k	50.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$478k		3.2k	151.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$469k		4.1k	113.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$450k	-96%	3.0k	148.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$434k	+8%	8.7k	50.04	View chart
Ishares Euro High Yield (EUHY)	0.0	$404k	+10%	7.7k	52.47	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.0	$391k	+11%	17k	23.10	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$378k	-28%	4.1k	91.36	View chart
Wec Energy Group (WEC)	0.0	$370k	-14%	3.2k	115.77	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$360k		5.1k	70.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$358k		935.00	383.28	View chart
Ge Aerospace Com New (GE)	0.0	$354k	+2%	1.2k	283.76	View chart
Ies Hldgs (IESC)	0.0	$352k		739.00	476.47	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$351k	+13%	6.2k	56.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$338k	NEW	4.5k	74.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$334k	-12%	1.3k	248.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$330k	+13%	5.2k	64.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$329k		764.00	430.29	View chart
Pepsi (PEP)	0.0	$329k		2.1k	155.29	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$320k		14k	22.95	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.0	$317k		8.8k	36.18	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$311k	+15%	9.2k	33.69	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$308k	-10%	6.1k	50.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$306k	-33%	6.6k	46.23	View chart
Bank of America Corporation (BAC)	0.0	$305k		6.3k	48.75	View chart
Mueller Industries (MLI)	0.0	$279k		2.5k	110.81	View chart
Wisdomtree Tr Inflation Plus F (WTIP)	0.0	$273k	NEW	7.2k	37.70	View chart
Coca-Cola Company (KO)	0.0	$273k		3.6k	76.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$272k		3.0k	90.52	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$266k		28k	9.51	View chart
Lowe's Companies (LOW)	0.0	$257k	-13%	1.1k	236.38	View chart
Ge Vernova (GEV)	0.0	$254k	NEW	290.00	874.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$252k		785.00	320.92	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$239k		39k	6.14	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$238k		2.0k	121.22	View chart
Eli Lilly & Co. (LLY)	0.0	$237k	+6%	258.00	919.77	View chart
Shell Spon Ads (SHEL)	0.0	$237k	NEW	2.5k	93.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$236k		1.1k	213.69	View chart
Bio Rad Labs Cl A (BIO)	0.0	$234k		839.00	278.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$230k		7.9k	29.13	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$224k	-20%	2.3k	97.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$218k	NEW	7.1k	30.68	View chart
Costco Wholesale Corporation (COST)	0.0	$212k	NEW	212.00	997.81	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$212k	NEW	1.5k	145.46	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$211k		4.3k	49.37	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$201k	NEW	2.9k	68.14	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$157k		14k	11.23	View chart
Richardson Electronics (RELL)	0.0	$110k		10k	10.95	View chart

Past Filings by Insight Wealth Strategies

SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018

Insight Wealth Strategies 2026 Q1 filed April 10, 2026
Insight Wealth Strategies 2025 Q4 filed Jan. 2, 2026
Insight Wealth Strategies 2025 Q3 filed Oct. 6, 2025
Insight Wealth Strategies 2025 Q2 filed July 7, 2025
Insight Wealth Strategies 2025 Q1 filed April 3, 2025
Insight Wealth Strategies 2024 Q4 filed Jan. 6, 2025
Insight Wealth Strategies 2024 Q3 filed Oct. 7, 2024
Insight Wealth Strategies 2024 Q2 filed July 8, 2024
Insight Wealth Strategies 2024 Q1 filed April 5, 2024
Insight Wealth Strategies 2023 Q4 filed Jan. 12, 2024
Insight Wealth Strategies 2023 Q3 filed Oct. 13, 2023
Insight Wealth Strategies 2023 Q2 filed July 14, 2023
Insight Wealth Strategies 2023 Q1 filed April 6, 2023
Insight Wealth Strategies 2022 Q4 filed Jan. 6, 2023
Insight Wealth Strategies 2022 Q3 filed Oct. 3, 2022
Insight Wealth Strategies 2022 Q2 filed July 1, 2022

View all past filings

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