Insight Wealth Strategies

Insight Wealth Strategies as of June 30, 2026

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 182 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pgim Etf Tr Aaa Clo Etf (PAAA) 3.3 $34M 656k 51.29
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.3 $34M 215k 155.32
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.2 $33M 490k 67.50
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.1 $31M 420k 74.65
Ishares Tr Msci Usa Value (VLUE) 2.9 $30M 152k 195.47
Chevron Corporation (CVX) 2.8 $28M 171k 165.69
Vaneck Etf Trust Ig Floa Rate Etf (FLTR) 2.8 $28M 1.1M 25.53
T Rowe Price Exchange-traded Floating Rate (TFLR) 2.7 $28M 558k 50.39
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.7 $27M 679k 40.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.6 $27M 317k 85.52
Lam Research Corp Com New (LRCX) 2.3 $24M 61k 391.26
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 2.3 $23M 302k 77.17
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 2.3 $23M 386k 59.88
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 2.2 $23M 931k 24.34
Ishares Tr Msci Us Garp Etf (GARP) 2.0 $21M 256k 81.70
Schwab Strategic Tr Fundamental Intl (FNDF) 2.0 $20M 384k 52.15
Spdr Series Trust St Str Sp Regbnk (KRE) 1.8 $19M 247k 76.18
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.8 $19M 185k 101.13
Ishares Core Msci Emkt (IEMG) 1.7 $17M 213k 80.63
Simplify Exchange Traded Fun High Yield Etf (CDX) 1.6 $16M 764k 20.95
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $16M 126k 124.35
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.5 $16M 93k 166.00
Apple (AAPL) 1.4 $14M 47k 294.38
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.3 $14M 73k 185.62
Ishares Tr U.s. Pharma Etf (IHE) 1.2 $12M 123k 98.29
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 1.1 $12M 252k 46.78
Kla Corp Com New (KLAC) 1.1 $12M 44k 266.19
Tidal Trust I Unlimited Hfgm (HFGM) 1.1 $11M 377k 30.23
Liquidia Corporation Com New (LQDA) 1.0 $9.8M 124k 79.32
Digitalocean Hldgs (DOCN) 0.9 $9.2M 64k 144.58
Fortinet (FTNT) 0.9 $9.2M 58k 158.98
Seagate Technology Hldngs Pl Ord Shs (STX) 0.9 $9.0M 9.8k 915.23
Comfort Systems USA (FIX) 0.8 $8.6M 4.6k 1865.18
Stanley Black & Decker (SWK) 0.8 $7.7M 84k 91.34
Microsoft Corporation (MSFT) 0.8 $7.7M 20k 384.28
NVIDIA Corporation Call Option (NVDA) 0.8 $7.7M 39k 197.58
Home Depot (HD) 0.7 $7.5M 22k 350.85
Alphabet Cap Stk Cl A (GOOGL) 0.7 $7.4M 21k 361.21
Amazon (AMZN) 0.7 $7.3M 30k 241.70
Biogen Idec (BIIB) 0.7 $7.2M 34k 209.74
W.W. Grainger (GWW) 0.7 $7.1M 5.3k 1338.20
Astrana Health Com New (ASTH) 0.7 $7.1M 143k 49.81
Incyte Corporation (INCY) 0.7 $7.1M 62k 113.81
AmerisourceBergen (COR) 0.7 $7.0M 24k 288.42
Applovin Corp Com Cl A (APP) 0.7 $6.9M 12k 564.61
Popular Com New (BPOP) 0.7 $6.9M 41k 168.50
Teradyne (TER) 0.7 $6.9M 16k 427.34
Cdw (CDW) 0.7 $6.9M 50k 138.41
Merck & Co (MRK) 0.7 $6.8M 54k 125.37
Motorola Solutions Com New (MSI) 0.7 $6.8M 16k 418.94
Broadcom (AVGO) 0.7 $6.8M 18k 369.33
Centene Corporation (CNC) 0.7 $6.7M 98k 68.35
Ringcentral Cl A (RNG) 0.6 $6.6M 162k 40.99
Huntington Ingalls Inds (HII) 0.6 $6.3M 23k 278.97
Century Aluminum Company (CENX) 0.6 $6.2M 144k 43.03
Ultra Clean Holdings (UCTT) 0.6 $6.2M 48k 129.59
Illumina (ILMN) 0.6 $6.1M 33k 183.89
Bwx Technologies (BWXT) 0.6 $5.9M 31k 191.25
CF Industries Holdings (CF) 0.6 $5.9M 55k 108.16
Devon Energy Corporation (DVN) 0.6 $5.9M 146k 40.25
NetApp (NTAP) 0.6 $5.8M 37k 156.38
Constellation Energy (CEG) 0.6 $5.8M 25k 236.50
Knowles (KN) 0.6 $5.8M 144k 40.51
Qualcomm (QCOM) 0.5 $5.5M 30k 181.92
Regeneron Pharmaceuticals (REGN) 0.5 $5.5M 8.7k 624.72
Baker Hughes Company Cl A (BKR) 0.5 $5.4M 101k 53.82
Weatherford Intl Ord Shs (WFRD) 0.5 $5.1M 64k 80.21
Blue Bird Corp (BLBD) 0.5 $4.9M 63k 77.88
Advanced Micro Devices (AMD) 0.5 $4.9M 9.1k 540.88
Arrow Electronics (ARW) 0.5 $4.8M 23k 209.61
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $4.8M 6.4k 745.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $4.7M 44k 108.46
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $4.7M 92k 51.49
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $4.7M 155k 30.47
Alphabet Cap Stk Cl C (GOOG) 0.4 $4.5M 13k 357.89
Ishares Tr National Mun Etf (MUB) 0.4 $4.5M 42k 107.34
Ishares Tr Mbs Etf (MBB) 0.4 $4.5M 48k 94.02
Leidos Holdings (LDOS) 0.4 $4.4M 43k 103.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $4.4M 86k 50.91
Flex Ord (FLEX) 0.4 $4.3M 28k 153.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $4.2M 84k 50.47
JPMorgan Chase & Co. (JPM) 0.4 $4.0M 12k 334.07
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $3.9M 42k 93.25
Cardinal Health (CAH) 0.3 $3.6M 15k 237.72
Old Republic International Corporation (ORI) 0.3 $3.5M 86k 41.02
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $3.3M 35k 94.03
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $2.8M 62k 45.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.7M 3.7k 725.25
Wisdomtree Tr Us Effic Core Fd (NTSX) 0.2 $2.3M 39k 58.92
Exxon Mobil Corporation (XOM) 0.2 $1.9M 14k 136.28
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 2.4k 748.99
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $1.7M 18k 96.89
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.6M 5.0k 328.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.6M 7.1k 218.86
Bny Mellon Etf Trust Global Infrasctr (BKGI) 0.1 $1.5M 33k 43.98
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $1.4M 28k 51.37
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.4M 14k 103.02
Calamos Etf Tr Autoc Incom Etf (CAIE) 0.1 $1.4M 52k 27.00
Ea Series Trust Rela Sen Tac Etf (MOOD) 0.1 $1.4M 32k 43.46
Pacer Fds Tr Swan Sos Mod Jan (PSMD) 0.1 $1.4M 40k 34.30
Spdr Series Trust St Str Conv Etf (CWB) 0.1 $1.2M 12k 105.85
Tesla Motors (TSLA) 0.1 $1.2M 2.8k 425.30
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $1.1M 49k 22.87
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.1M 24k 45.40
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $916k 4.9k 187.32
Ishares Tr Core Div Grwth (DGRO) 0.1 $904k 12k 76.10
Visa Com Cl A (V) 0.1 $779k 2.2k 351.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $772k 1.1k 685.68
Spdr Series Trust St Nuve High Etf (HYMB) 0.1 $734k 29k 25.32
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $725k 13k 55.11
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.1 $711k 3.9k 181.97
TJX Companies (TJX) 0.1 $695k 4.6k 151.35
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $689k 4.7k 147.53
Wisdomtree Tr Infla Plus Fd (WTIP) 0.1 $672k 20k 34.41
Targa Res Corp (TRGP) 0.1 $654k 2.5k 257.81
Meta Platforms Cl A (META) 0.1 $653k 1.1k 612.72
Palantir Technologies Cl A (PLTR) 0.1 $628k 5.0k 125.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $613k 5.0k 123.02
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $580k 935.00 620.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $579k 1.2k 499.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $569k 4.2k 136.88
Ishares Tr S&p 500 Buyw Etf (IVVW) 0.1 $562k 13k 44.61
Ies Hldgs (IESC) 0.1 $517k 739.00 699.98
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $517k 5.5k 93.57
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $509k 10k 50.36
Ge Aerospace Com New (GE) 0.0 $508k 1.4k 374.88
Simplify Exchange Traded Fun Managed Futures (CTA) 0.0 $501k 19k 25.77
Ishares Tr Select Divid Etf (DVY) 0.0 $499k 3.2k 157.00
Ishares Tr Eafe Value Etf (EFV) 0.0 $484k 6.3k 76.40
Ishares Tr Core Intl Aggr (IAGG) 0.0 $446k 8.9k 50.16
Netflix (NFLX) 0.0 $435k 5.9k 74.19
Ishares Euro High Yield (EUHY) 0.0 $427k 8.0k 53.60
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.0 $417k 5.2k 80.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $412k 2.6k 158.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $404k 1.1k 369.34
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.0 $404k 18k 23.08
Ge Vernova (GEV) 0.0 $399k 351.00 1135.83
Wec Energy Group (WEC) 0.0 $374k 3.2k 116.21
Ishares Tr Russell 2000 Etf (IWM) 0.0 $374k 1.2k 299.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $373k 5.3k 70.36
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $365k 4.2k 87.23
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $364k 6.5k 56.46
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $363k 7.3k 49.54
American Express Company (AXP) 0.0 $358k 1.0k 348.01
Costco Wholesale Corporation (COST) 0.0 $354k 383.00 924.08
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.0 $349k 8.8k 39.81
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $345k 1.4k 244.91
Bank of America Corporation (BAC) 0.0 $338k 5.8k 58.36
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $334k 14k 23.71
Wisdomtree Tr Intk Mltifactr (DWMF) 0.0 $328k 9.7k 33.72
Eli Lilly & Co. (LLY) 0.0 $325k 273.00 1191.74
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $324k 6.6k 48.99
Cisco Systems (CSCO) 0.0 $306k 2.6k 117.01
Coca-Cola Company (KO) 0.0 $300k 3.7k 81.28
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $300k 12k 25.35
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $291k 3.9k 74.99
Ishares Tr Core Msci Eafe (IEFA) 0.0 $290k 3.0k 96.09
Mueller Industries (MLI) 0.0 $290k 5.0k 57.42
McKesson Corporation (MCK) 0.0 $287k 374.00 767.63
Wal-Mart Stores (WMT) 0.0 $283k 2.6k 108.83
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $283k 29k 9.90
Ishares Tr Esg Msci Kld Etf (DSI) 0.0 $282k 2.0k 142.08
Spdr Gold Tr Gold Shs (GLD) 0.0 $279k 754.00 370.60
Allegheny Technologies Incorporated (ATI) 0.0 $279k 1.5k 192.17
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $271k 2.3k 118.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $270k 1.1k 243.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $269k 7.9k 34.11
Caterpillar (CAT) 0.0 $262k 264.00 991.13
Vanguard Malvern Fds Multi Sector (VGMS) 0.0 $247k 4.8k 51.05
Bio Rad Labs Cl A (BIO) 0.0 $246k 827.00 297.09
Invesco Municipal Income Opp Trust (OIA) 0.0 $245k 39k 6.24
Texas Instruments Incorporated (TXN) 0.0 $245k 820.00 298.29
Waste Management (WM) 0.0 $230k 1.0k 224.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $227k 7.1k 31.85
Lowe's Companies (LOW) 0.0 $225k 1.0k 222.02
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $216k 4.3k 50.51
Johnson & Johnson (JNJ) 0.0 $216k 850.00 253.98
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $213k 3.1k 68.38
Ishares Us Intl Hgh Yld (GHYG) 0.0 $204k 4.5k 44.98
Pepsi (PEP) 0.0 $203k 1.4k 141.16
Richardson Electronics (RELL) 0.0 $188k 10k 18.77
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $137k 12k 11.70