Insight Wealth Strategies, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 2, 2026, for the 2025 Q4 period, Insight Wealth Strategies, LLC held in its portfolio 171 assets valued at $872,144,816 (i.e. $872.15M).
The most valuable assets in the portfolio included: CHEVRON CORP NEW ($33.51M), ISHARES TR ($30.49M), and VANGUARD SCOTTSDALE FDS ($30.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 171 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Insight Wealth Strategies, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CHEVRON CORP NEW | 219858 | 33508621 | COM |
| ISHARES TR | 276655 | 30484632 | IBOXX INV CP ETF |
| VANGUARD SCOTTSDALE FDS | 398650 | 30237636 | LG-TERM COR BD |
| ISHARES TR | 320946 | 27973615 | 20 YR TR BD ETF |
| GOLDMAN SACHS ETF TR | 649776 | 27901400 | ACTIVEBETA INT |
| BLACKROCK ETF TRUST | 452161 | 27495933 | ISHARES US EQUIT |
| INVESCO EXCH TRADED FD TR II | 223586 | 26678275 | S&P 500 MOMNTM |
| T ROWE PRICE ETF INC | 483518 | 24854871 | FLOATING RATE |
| ISHARES TR | 476471 | 24037950 | 10+ YR INVST GRD |
| LEGG MASON ETF INVT | 595158 | 21913709 | FRANKLIN INTL LW |
| ISHARES TR | 95210 | 18910637 | MSCI USA QLT FCT |
| ISHARES TR | 575043 | 17803337 | PFD AND INCM SEC |
| INVESCO EXCH TRADED FD TR II | 319537 | 17756650 | S&P INTL MOMNT |
| VANECK ETF TRUST | 637239 | 16453509 | JP MRGAN EM LOC |
| JANUS DETROIT STR TR | 350856 | 16030597 | HENDERSON MTG |
| LAM RESEARCH CORP | 85222 | 14588275 | COM NEW |
| SIMPLIFY EXCHANGE TRADED FUN | 647232 | 14413854 | HIGH YIELD ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 640356 | 14025724 | SHORT TERM TREA |
| SELECT SECTOR SPDR TR | 84067 | 13013601 | SBI HEALTHCARE |
| VANGUARD WHITEHALL FDS | 90603 | 13003361 | HIGH DIV YLD |
| SELECT SECTOR SPDR TR | 108862 | 12815258 | COMMUNICATION |
| AMERICAN CENTY ETF TR | 124779 | 12724929 | US SML CP VALU |
| INVESCO EXCHANGE TRADED FD T | 91059 | 12607983 | S&P MDCP MOMNTUM |
| APPLE INC | 45601 | 12397079 | COM |
| ISHARES TR | 129626 | 12205573 | MSCI USA MIN VOL |
| BNY MELLON ETF TRUST | 263394 | 10625301 | GLOBAL INFRASCTR |
| ADVISORS INNER CIRCLE FD III | 246420 | 9489634 | STRATEGAS MACRO |
| SELECT SECTOR SPDR TR | 59791 | 8608172 | TECHNOLOGY |
| AMERICAN EXPRESS CO | 22321 | 8257757 | COM |
| ISHARES TR | 182293 | 7977143 | CUR HD EURZN ETF |
| MICROSOFT CORP | 16139 | 7804944 | COM |
| ISHARES INC | 114988 | 7729512 | CORE MSCI EMKT |
| SEAGATE TECHNOLOGY HLDNGS PL | 25378 | 6988935 | ORD SHS |
| KLA CORP | 5565 | 6762348 | COM NEW |
| ALPHABET INC | 20850 | 6526184 | CAP STK CL A |
| AMAZON COM INC | 27957 | 6453139 | COM |
| MERCK & CO INC | 60103 | 6326482 | COM |
| CENTURY ALUM CO | 154066 | 6036306 | COM |
| CENCORA INC | 17472 | 5901018 | COM |
| REGENERON PHARMACEUTICALS | 7496 | 5786045 | COM |
| CONSTELLATION ENERGY CORP | 15724 | 5554821 | COM |
| NVIDIA CORPORATION | 29537 | 5508730 | COM |
| BROADCOM INC | 15845 | 5483836 | COM |
| MOODYS CORP | 10475 | 5350968 | COM |
| COMFORT SYS USA INC | 5622 | 5246669 | COM |
| BIOGEN INC | 28960 | 5096670 | COM |
| GRAINGER W W INC | 5045 | 5090477 | COM |
| STANLEY BLACK & DECKER INC | 67795 | 5035800 | COM |
| CENTENE CORP DEL | 121559 | 5002153 | COM |
| BAKER HUGHES COMPANY | 109208 | 4973311 | CL A |
| LEIDOS HOLDINGS INC | 27175 | 4902303 | COM |
| LIQUIDIA CORPORATION | 141818 | 4891303 | COM NEW |
| ACCENTURE PLC IRELAND | 18175 | 4876258 | SHS CLASS A |
| QUALCOMM INC | 28481 | 4871740 | COM |
| WEATHERFORD INTL PLC | 61690 | 4827893 | ORD SHS |
| PALANTIR TECHNOLOGIES INC | 27082 | 4813828 | CL A |
| ABBOTT LABS | 37930 | 4752223 | COM |
| MCKESSON CORP | 5751 | 4717484 | COM |
| VERISK ANALYTICS INC | 20901 | 4675242 | COM |
| DIGITALOCEAN HLDGS INC | 95754 | 4607682 | COM |
| HOME DEPOT INC | 13237 | 4554824 | COM |
| IDEXX LABS INC | 6721 | 4546958 | COM |
| SPDR S&P 500 ETF TR | 6667 | 4546066 | TR UNIT |
| AUTOMATIC DATA PROCESSING IN | 17459 | 4490904 | COM |
| FORTINET INC | 56127 | 4457045 | COM |
| COMMSCOPE HLDG CO INC | 243561 | 4415761 | COM |
| MOTOROLA SOLUTIONS INC | 11253 | 4313513 | COM NEW |
| BLOCK INC | 65930 | 4291363 | CL A |
| BOOZ ALLEN HAMILTON HLDG COR | 49937 | 4212685 | CL A |
| INTUIT | 6355 | 4209627 | COM |
| CDW CORP | 30622 | 4170731 | COM |
| ISHARES TR | 79574 | 4047122 | FLTG RATE NT ETF |
| ISHARES TR | 37269 | 3991911 | NATIONAL MUN ETF |
| ADVANCED MICRO DEVICES INC | 18626 | 3988944 | COM |
| ISHARES TR | 41617 | 3962786 | MBS ETF |
| ALPHABET INC | 12335 | 3870584 | CAP STK CL C |
| CINTAS CORP | 19409 | 3650159 | COM |
| VANGUARD MUN BD FDS | 71772 | 3609389 | TAX EXEMPT BD |
| EXPRO GROUP HOLDINGS NV | 267478 | 3570831 | COM |
| ASTRANA HEALTH INC | 141641 | 3514113 | COM NEW |
| JPMORGAN CHASE & CO. | 10852 | 3496629 | COM |
| VANECK ETF TRUST | 67382 | 3444563 | HIGH YLD MUNIETF |
| KROGER CO | 54550 | 3408314 | COM |
| CARDINAL HEALTH INC | 16312 | 3352196 | COM |
| BLUE BIRD CORP | 66044 | 3104068 | COM |
| ISHARES TR | 31650 | 3043493 | 7-10 YR TRSY BD |
| OLD REP INTL CORP | 62076 | 2833168 | COM |
| INTERACTIVE BROKERS GROUP IN | 43305 | 2784964 | COM CL A |
| WASTE MGMT INC DEL | 12549 | 2757217 | COM |
| HARTFORD INSURANCE GROUP INC | 19861 | 2736907 | COM |
| ISHARES TR | 27698 | 2666736 | JPMORGAN USD EMG |
| INVESCO QQQ TR | 4265 | 2620123 | UNIT SER 1 |
| SPDR SERIES TRUST | 26583 | 2584136 | BLOOMBERG HIGH Y |
| WALMART INC | 19154 | 2133942 | COM |
| EXXON MOBIL CORP | 17432 | 2097793 | COM |
| WISDOMTREE TR | 36578 | 2004855 | US EFFICIENT COR |
| ISHARES TR | 5693 | 1424906 | MSCI USA MMENTM |
| FRANKLIN TEMPLETON ETF TR | 56107 | 1314026 | SENIOR LOAN ETF |
| FIRST TR EXCH TRADED FD III | 24784 | 1267350 | MANAGD MUN ETF |
| ISHARES TR | 13063 | 1254392 | MSCI EAFE ETF |
| TESLA INC | 2712 | 1219641 | COM |
| ISHARES TR | 1734 | 1187987 | CORE S&P500 ETF |
| TIDAL TRUST I | 36961 | 1065944 | UNLIMITED HFGM |
| SIMPLIFY EXCHANGE TRADED FUN | 38296 | 1043940 | MANAGED FUTURES |
| SPDR SERIES TRUST | 11501 | 1025883 | BBG CONV SEC ETF |
| FIDELITY MERRIMACK STR TR | 21404 | 985420 | TOTAL BD ETF |
| ISHARES TR | 5745 | 964811 | CORE S&P US GWT |
| PGIM ETF TR | 18791 | 963225 | AAA CLO ETF |
| ISHARES TR | 20081 | 914275 | S&P 500 BUYWRITE |
| META PLATFORMS INC | 1337 | 882792 | CL A |
| TJX COS INC NEW | 5635 | 865630 | COM |
| CALAMOS ETF TR | 31480 | 841763 | AUTOCALLABLE INC |
| ISHARES TR | 11946 | 829311 | CORE DIV GRWTH |
| SPDR SERIES TRUST | 29508 | 735936 | NUVEEN ICE HIGH |
| VISA INC | 2057 | 721435 | COM CL A |
| ABRDN PRECIOUS METALS BASKET | 3504 | 720422 | PHYSCL PRECS MET |
| VANGUARD INDEX FDS | 1129 | 708209 | S&P 500 ETF SHS |
| PACER FDS TR | 20287 | 658618 | SWAN SOS MOD JAN |
| ISHARES TR | 5436 | 653353 | CORE S&P SCP ETF |
| VANGUARD WHITEHALL FDS | 7083 | 647769 | INTL DVD ETF |
| BERKSHIRE HATHAWAY INC DEL | 1174 | 589887 | CL B NEW |
| ISHARES TR | 1142 | 540676 | RUS 1000 GRW ETF |
| VANGUARD SPECIALIZED FUNDS | 2442 | 536612 | DIV APP ETF |
| NETFLIX INC | 5648 | 529556 | COM |
| ISHARES TR | 4146 | 511016 | S&P 500 GRWT ETF |
| ISHARES TR | 5766 | 497296 | MSCI EAFE MIN VL |
| TARGA RES CORP | 2513 | 463602 | COM |
| ISHARES TR | 9941 | 451806 | MSCI INTL QUALTY |
| ISHARES TR | 3133 | 442164 | SELECT DIVID ETF |
| ISHARES TR | 7973 | 398727 | CORE INTL AGGR |
| WEC ENERGY GROUP INC | 3744 | 394797 | COM |
| ISHARES TR | 1545 | 380283 | RUSSELL 2000 ETF |
| BLACKROCK ETF TRUST | 5085 | 376766 | US CARBON TRANS |
| GE AEROSPACE | 1213 | 373616 | COM NEW |
| ISHARES INC | 6947 | 370249 | INTL HIGH YIELD |
| INVESCO EXCH TRADED FD TR II | 15249 | 364143 | INTL CORP BD |
| JANUS DETROIT STR TR | 6836 | 345750 | HENDRSON AAA CL |
| BANK AMERICA CORP | 6265 | 344600 | COM |
| VANECK ETF TRUST | 935 | 336619 | SEMICONDUCTR ETF |
| FIRST TR EXCHANGE TRADED FD | 13754 | 324871 | BUYWRIT INCM ETF |
| SPDR SERIES TRUST | 2893 | 308693 | PRTFLO S&P500 GW |
| PEPSICO INC | 2131 | 305841 | COM |
| INVESCO EXCH TRADED FD TR II | 5502 | 305772 | INTL BUYBACK |
| SPDR GOLD TR | 764 | 302781 | GOLD SHS |
| LOWES COS INC | 1251 | 301782 | COM |
| FRANKLIN TEMPLETON ETF TR | 8754 | 301575 | FTSE JAPAN ETF |
| MUELLER INDS INC | 2513 | 288498 | COM |
| IES HLDGS INC | 739 | 287486 | COM |
| VANGUARD TAX-MANAGED FDS | 4548 | 284134 | VAN FTSE DEV MKT |
| FIRST TR EXCHANGE-TRADED FD | 1034 | 278332 | DJ INTERNT IDX |
| ISHARES TR | 3009 | 269153 | CORE MSCI EAFE |
| SERIES PORTFOLIOS TR | 10091 | 267208 | ELDRIDGE BBB B |
| ISHARES U S ETF TR | 5150 | 263184 | SHORT DURATION B |
| INVESCO MUN OPPORTUNITY TR | 27479 | 262976 | COM |
| VANGUARD INDEX FDS | 783 | 262542 | TOTAL STK MKT |
| WISDOMTREE TR | 8035 | 261486 | INTK MLTIFACTR |
| ELI LILLY & CO | 242 | 260073 | COM |
| SCHWAB STRATEGIC TR | 7894 | 257512 | US LCAP GR ETF |
| BLACKROCK ETF TRUST II | 11558 | 256819 | SHORT DURATION H |
| BIO RAD LABS INC | 839 | 254209 | CL A |
| ISHARES TR | 1952 | 251429 | ESG MSCI KLD 400 |
| COCA COLA CO | 3584 | 250555 | COM |
| INVESCO MUNI INCOME OPP TRST | 38720 | 232704 | COM |
| ISHARES TR | 1105 | 232433 | RUS 1000 VAL ETF |
| SELECT SECTOR SPDR TR | 4243 | 232379 | FINANCIAL |
| CHENIERE ENERGY INC | 1182 | 229788 | COM NEW |
| ISHARES TR | 3668 | 211189 | ESG MSCI USA ETF |
| ISHARES TR | 1482 | 202608 | MSCI USA VALUE |
| NUVEEN AMT FREE QLTY MUN INC | 13785 | 160325 | COM |
| RICHARDSON ELECTRS LTD | 10000 | 108800 | COM |
| PAYONEER GLOBAL INC | 19348 | 108736 | COM |
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