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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, LQD, VCLT, TLT, GSIE, and represent 17.21% of Insight Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: LQD (+$24M), EMLC (+$17M), JMBS (+$16M), TUA (+$14M), CENX (+$6.0M), BIIB (+$5.1M), CNC (+$5.0M), LQDA, DOCN, COMM.
Started 15 new stock positions in KR, BIIB, CNC, CENX, EMLC, COMM, JMBS, LQDA, VLUE, XPRO. DOCN, ASTH, LLY, FLJP, TUA.
Reduced shares in these 10 stocks: HYDB (-$23M), DFIP (-$19M), BKLN (-$12M), PFF (-$10M), IGOV (-$5.9M), JEF (-$5.3M), , PCAR, DT, META.
Sold out of its positions in DFIP, DT, GDDY, BKLN, IGOV, HYDB, JEF, ORCL, PCAR, RGA. SM, XOP, HNDL, TXN, ACGL.
Insight Wealth Strategies was a net buyer of stock by $14M.
Insight Wealth Strategies has $872M in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0001749914

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Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 171 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chevron Corporation (CVX)	3.8	$34M		220k	152.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.5	$31M	+349%	277k	110.19	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.5	$30M		399k	75.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.2	$28M	+2%	321k	87.16	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	3.2	$28M		650k	42.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$28M		452k	60.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.1	$27M		224k	119.32	View chart
T Rowe Price Etf Floating Rate (TFLR)	2.8	$25M	+5%	484k	51.40	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	2.8	$24M	+3%	477k	50.45	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.5	$22M		595k	36.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.2	$19M		95k	198.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.0	$18M	-36%	575k	30.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.0	$18M	+4%	320k	55.57	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	1.9	$17M	NEW	637k	25.82	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.8	$16M	NEW	351k	45.69	View chart
Lam Research Corp Com New (LRCX)	1.7	$15M	-14%	85k	171.18	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	1.7	$14M	+25%	647k	22.27	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.6	$14M	NEW	640k	21.90	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$13M		84k	154.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$13M		91k	143.52	View chart
Select Sector Spdr Tr Communication (XLC)	1.5	$13M	+2%	109k	117.72	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$13M		125k	101.98	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.4	$13M		91k	138.46	View chart
Apple (AAPL)	1.4	$12M	-2%	46k	271.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.4	$12M		130k	94.16	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	1.2	$11M	+5%	263k	40.34	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	1.1	$9.5M		246k	38.51	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$8.6M	+104%	60k	143.97	View chart
American Express Company (AXP)	0.9	$8.3M	-2%	22k	369.95	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.9	$8.0M		182k	43.76	View chart
Microsoft Corporation (MSFT)	0.9	$7.8M	+2%	16k	483.61	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$7.7M	+4%	115k	67.22	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$7.0M	-3%	25k	275.39	View chart
Kla Corp Com New (KLAC)	0.8	$6.8M		5.6k	1215.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$6.5M	-31%	21k	313.01	View chart
Amazon (AMZN)	0.7	$6.5M	-2%	28k	230.82	View chart
Merck & Co (MRK)	0.7	$6.3M	+5%	60k	105.26	View chart
Century Aluminum Company (CENX)	0.7	$6.0M	NEW	154k	39.18	View chart
AmerisourceBergen (COR)	0.7	$5.9M		18k	337.74	View chart
Regeneron Pharmaceuticals (REGN)	0.7	$5.8M	+2%	7.5k	771.88	View chart
Constellation Energy (CEG)	0.6	$5.6M	+3%	16k	353.27	View chart
NVIDIA Corporation (NVDA)	0.6	$5.5M	-9%	30k	186.50	View chart
Broadcom (AVGO)	0.6	$5.5M	+3%	16k	346.09	View chart
Moody's Corporation (MCO)	0.6	$5.4M	+4%	11k	510.83	View chart
Comfort Systems USA (FIX)	0.6	$5.2M	-27%	5.6k	933.24	View chart
Biogen Idec (BIIB)	0.6	$5.1M	NEW	29k	175.99	View chart
W.W. Grainger (GWW)	0.6	$5.1M		5.0k	1009.01	View chart
Stanley Black & Decker (SWK)	0.6	$5.0M	+5%	68k	74.28	View chart
Centene Corporation (CNC)	0.6	$5.0M	NEW	122k	41.15	View chart
Baker Hughes Company Cl A (BKR)	0.6	$5.0M	+3%	109k	45.54	View chart
Leidos Holdings (LDOS)	0.6	$4.9M	-7%	27k	180.40	View chart
Liquidia Corporation Com New (LQDA)	0.6	$4.9M	NEW	142k	34.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$4.9M	+25%	18k	268.29	View chart
Qualcomm (QCOM)	0.6	$4.9M		29k	171.05	View chart
Weatherford Intl Ord Shs (WFRD)	0.6	$4.8M	-15%	62k	78.26	View chart
Palantir Technologies Cl A (PLTR)	0.6	$4.8M	-23%	27k	177.75	View chart
Abbott Laboratories (ABT)	0.5	$4.8M	+3%	38k	125.29	View chart
McKesson Corporation (MCK)	0.5	$4.7M	-6%	5.8k	820.29	View chart
Verisk Analytics (VRSK)	0.5	$4.7M	+49%	21k	223.69	View chart
Digitalocean Hldgs (DOCN)	0.5	$4.6M	NEW	96k	48.12	View chart
Home Depot (HD)	0.5	$4.6M	+4%	13k	344.10	View chart
IDEXX Laboratories (IDXX)	0.5	$4.5M	-21%	6.7k	676.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$4.5M		6.7k	681.88	View chart
Automatic Data Processing (ADP)	0.5	$4.5M		18k	257.23	View chart
Fortinet (FTNT)	0.5	$4.5M	+30%	56k	79.41	View chart
Commscope Hldg (COMM)	0.5	$4.4M	NEW	244k	18.13	View chart
Motorola Solutions Com New (MSI)	0.5	$4.3M	+4%	11k	383.32	View chart
Block Cl A (XYZ)	0.5	$4.3M	+12%	66k	65.09	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.5	$4.2M	+3%	50k	84.36	View chart
Intuit (INTU)	0.5	$4.2M	+4%	6.4k	662.41	View chart
Cdw (CDW)	0.5	$4.2M	+2%	31k	136.20	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$4.0M	+6%	80k	50.86	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$4.0M	+2%	37k	107.11	View chart
Advanced Micro Devices (AMD)	0.5	$4.0M	-14%	19k	214.16	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$4.0M		42k	95.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.9M	+2%	12k	313.79	View chart
Cintas Corporation (CTAS)	0.4	$3.7M		19k	188.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.6M		72k	50.29	View chart
Expro Group Holdings Nv (XPRO)	0.4	$3.6M	NEW	268k	13.35	View chart
Astrana Health Com New (ASTH)	0.4	$3.5M	NEW	142k	24.81	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.5M	+2%	11k	322.21	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$3.4M	-14%	67k	51.12	View chart
Kroger (KR)	0.4	$3.4M	NEW	55k	62.48	View chart
Cardinal Health (CAH)	0.4	$3.4M		16k	205.50	View chart
Blue Bird Corp (BLBD)	0.4	$3.1M	-12%	66k	47.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$3.0M	-3%	32k	96.16	View chart
Old Republic International Corporation (ORI)	0.3	$2.8M	+2%	62k	45.64	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.3	$2.8M		43k	64.31	View chart
Waste Management (WM)	0.3	$2.8M	+3%	13k	219.72	View chart
Hartford Financial Services (HIG)	0.3	$2.7M	+10%	20k	137.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$2.7M	-6%	28k	96.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.6M	+4%	4.3k	614.33	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.3	$2.6M	-6%	27k	97.21	View chart
Wal-Mart Stores (WMT)	0.2	$2.1M		19k	111.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M	+9%	17k	120.34	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$2.0M	+9%	37k	54.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.4M		5.7k	250.29	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$1.3M	+12%	56k	23.42	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.3M	+2%	25k	51.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+13%	13k	96.03	View chart
Tesla Motors (TSLA)	0.1	$1.2M		2.7k	449.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.2M	+4%	1.7k	685.11	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.1	$1.1M	+77%	37k	28.84	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$1.0M	+25%	38k	27.26	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$1.0M		12k	89.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$985k	+22%	21k	46.04	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$965k		5.7k	167.94	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$963k		19k	51.26	View chart
Ishares Tr S&p 500 Buywrite (IVVW)	0.1	$914k	+22%	20k	45.53	View chart
Meta Platforms Cl A (META)	0.1	$883k	-81%	1.3k	660.28	View chart
TJX Companies (TJX)	0.1	$866k		5.6k	153.62	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$842k	+24%	32k	26.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$829k		12k	69.42	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$736k		30k	24.94	View chart
Visa Com Cl A (V)	0.1	$721k	+9%	2.1k	350.72	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$720k		3.5k	205.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$708k		1.1k	627.29	View chart
Pacer Fds Tr Swan Sos Mod Jan (PSMD)	0.1	$659k	+41%	20k	32.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$653k	-8%	5.4k	120.19	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$648k		7.1k	91.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$590k	+5%	1.2k	502.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$541k		1.1k	473.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$537k		2.4k	219.74	View chart
Netflix (NFLX)	0.1	$530k	+753%	5.6k	93.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$511k	-11%	4.1k	123.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$497k		5.8k	86.25	View chart
Targa Res Corp (TRGP)	0.1	$464k		2.5k	184.48	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$452k		9.9k	45.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$442k	-8%	3.1k	141.13	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$399k	+7%	8.0k	50.01	View chart
Wec Energy Group (WEC)	0.0	$395k		3.7k	105.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$380k		1.5k	246.14	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$377k		5.1k	74.09	View chart
Ge Aerospace Com New (GE)	0.0	$374k	+6%	1.2k	308.01	View chart
Ishares Intl High Yield (HYXU)	0.0	$370k	+8%	6.9k	53.30	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.0	$364k	+6%	15k	23.88	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$346k	-41%	6.8k	50.58	View chart
Bank of America Corporation (BAC)	0.0	$345k	+19%	6.3k	55.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$337k		935.00	360.02	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$325k		14k	23.62	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$309k	-19%	2.9k	106.70	View chart
Pepsi (PEP)	0.0	$306k	+5%	2.1k	143.52	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$306k	+5%	5.5k	55.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$303k	-14%	764.00	396.31	View chart
Lowe's Companies (LOW)	0.0	$302k	+26%	1.3k	241.23	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.0	$302k	NEW	8.8k	34.45	View chart
Mueller Industries (MLI)	0.0	$289k	-7%	2.5k	114.80	View chart
Ies Hldgs (IESC)	0.0	$288k		739.00	389.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$284k	-4%	4.5k	62.47	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$278k	-26%	1.0k	269.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$269k		3.0k	89.45	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.0	$267k		10k	26.48	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$263k	-29%	5.2k	51.10	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$263k		28k	9.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$263k		783.00	335.30	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$262k	+5%	8.0k	32.54	View chart
Eli Lilly & Co. (LLY)	0.0	$260k	NEW	242.00	1074.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$258k		7.9k	32.62	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$257k		12k	22.22	View chart
Bio Rad Labs Cl A (BIO)	0.0	$254k	-7%	839.00	302.99	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$251k		2.0k	128.81	View chart
Coca-Cola Company (KO)	0.0	$251k	+6%	3.6k	69.91	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$233k		39k	6.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$232k		1.1k	210.35	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$232k	-39%	4.2k	54.77	View chart
Cheniere Energy Com New (LNG)	0.0	$230k	-93%	1.2k	194.41	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$211k		3.7k	57.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$203k	NEW	1.5k	136.71	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$160k	+2%	14k	11.63	View chart
Richardson Electronics (RELL)	0.0	$109k		10k	10.88	View chart
Payoneer Global (PAYO)	0.0	$109k	-96%	19k	5.62	View chart

Past Filings by Insight Wealth Strategies

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

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
Insight Wealth Strategies 2022 Q1 filed April 12, 2022

View all past filings

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