Insight Wealth Strategies

Insight Wealth Strategies as of March 31, 2026

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