Insight Wealth Strategies

Insight Wealth Strategies as of Dec. 31, 2025

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