Insight Wealth Strategies, LLC
13F Reported Value
ⓘ$1.0B
incl. option notional
Equity Holdings
ⓘ$1.0B
Option Notional
ⓘ$197,580
$0 puts / $197,580 calls
Holdings
183
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Insight Wealth Strategies, LLC disclosed 183 positions worth $1.0B in its Form 13F-HR for Q2 2026 — $1.0B in common stock plus $197,580 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $IVZ. During the quarter the fund opened 27 new positions and exited 22. The portfolio is most concentrated in Other (50.5% of disclosed assets). All figures are sourced directly from Insight Wealth Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1749914.
AI Fund Analysis
Stable
$IVZ
$CVX
$MSFT
$GWW
$CDWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
PGIM ETF TR - AAA CLO ETF
—Quality
$33.6M655,982 sh- —
Quality
$33.5M215,430 sh BLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$33.1M489,757 shVANGUARD SCOTTSDALE FDS - LG-TERM COR BD
—Quality
$31.4M420,326 shISHARES TR - MSCI USA VALUE
—Quality
$29.6M151,486 sh- 62.8
Quality
$28.4M171,403 sh VANECK ETF TRUST - IG FLOA RATE ETF
—Quality
$28.2M1,105,715 shT ROWE PRICE EXCHANGE-TRADED - FLOATING RATE
—Quality
$28.1M557,681 shLEGG MASON ETF INVT - FRANKLIN INTL LW
—Quality
$27.4M679,172 shISHARES TR - 20 YR TR BD ETF
—Quality
$27.1M316,959 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PGIM ETF TR - AAA CLO ETF | — | $33.6M | 655,982 |
| Invesco Ltd.$IVZ | — | $33.5M | 215,430 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $33.1M | 489,757 |
| VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $31.4M | 420,326 |
| ISHARES TR - MSCI USA VALUE | — | $29.6M | 151,486 |
| CHEVRON CORP$CVX | 62.8 | $28.4M | 171,403 |
| VANECK ETF TRUST - IG FLOA RATE ETF | — | $28.2M | 1,105,715 |
| T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE | — | $28.1M | 557,681 |
| LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $27.4M | 679,172 |
| ISHARES TR - 20 YR TR BD ETF | — | $27.1M | 316,959 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Insight Wealth Strategies, LLC's 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Other
$517.5M
Technology
$172.4M
Financials
$122.8M
Industrials
$59.3M
Energy
$47.4M
Healthcare
$43.6M
Consumer Discretionary
$30.5M
Materials
$12.7M
Top Holdings — Insight Wealth Strategies, LLC (Q2 2026)
Top 150 of 183 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PGIM ETF TR - AAA CLO ETF | $33.6M | 3.3% | +3395% | — |
| 2 | $IVZ | Invesco Ltd. | $33.5M | 3.3% | +15% | — |
| 3 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $33.1M | 3.2% | +3% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $31.4M | 3.1% | +16% | — |
| 5 | — | ISHARES TR - MSCI USA VALUE | $29.6M | 2.9% | -2% | — |
| 6 | $CVX | CHEVRON CORP | $28.4M | 2.8% | -2% | 62.8 |
| 7 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $28.2M | 2.8% | NEW | — |
| 8 | — | T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE | $28.1M | 2.7% | +102% | — |
| 9 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $27.4M | 2.7% | +8% | — |
| 10 | — | ISHARES TR - 20 YR TR BD ETF | $27.1M | 2.6% | +990% | — |
| 11 |  $LRCX | LAM RESEARCH CORP | $23.8M | 2.3% | -12% | 79.4 |
| 12 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $23.3M | 2.3% | -12% | — |
| 13 | $IVZ | Invesco Ltd. | $23.1M | 2.3% | +5% | — |
| 14 | $IVZ | Invesco Ltd. | $22.7M | 2.2% | NEW | — |
| 15 | — | ISHARES TR - MSCI US GARP ETF | $20.9M | 2.0% | NEW | — |
| 16 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $20.0M | 1.9% | NEW | — |
| 17 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $18.8M | 1.8% | NEW | — |
| 18 | — | ISHARES TR - 0-5 YR TIPS ETF | $18.7M | 1.8% | +56% | — |
| 19 | — | ISHARES INC - CORE MSCI EMKT | $17.1M | 1.7% | +15% | — |
| 20 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $16.0M | 1.6% | +12% | — |
| 21 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $15.7M | 1.5% | +2% | — |
| 22 | $IVZ | Invesco Ltd. | $15.5M | 1.5% | +1% | — |
| 23 |  $AAPL | Apple Inc. | $13.9M | 1.4% | +4% | 76.4 |
| 24 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $13.5M | 1.3% | -0% | — |
| 25 | — | ISHARES TR - U.S. PHARMA ETF | $12.1M | 1.2% | +3% | — |
| 26 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | $11.8M | 1.1% | +1% | — |
| 27 |  $KLAC | KLA CORP | $11.7M | 1.1% | +745% | 78.6 |
| 28 | — | TIDAL TRUST I - UNLIMITED HFGM | $11.4M | 1.1% | +637% | — |
| 29 |  $LQDA | Liquidia Corp | $9.8M | 1.0% | -13% | 78.3 |
| 30 |  $DOCN | DigitalOcean Holdings, Inc. | $9.2M | 0.9% | -31% | 67.2 |
| 31 |  $FTNT | Fortinet, Inc. | $9.2M | 0.9% | +6% | 80.1 |
| 32 |  $STX | Seagate Technology Holdings plc | $9.0M | 0.9% | -50% | — |
| 33 |  $FIX | COMFORT SYSTEMS USA INC | $8.6M | 0.8% | -15% | 77.7 |
| 34 |  $SWK | STANLEY BLACK & DECKER, INC. | $7.7M | 0.8% | +21% | 58.7 |
| 35 | $MSFT | MICROSOFT CORP | $7.7M | 0.8% | +7% | 79.8 |
| 36 |  $HD | HOME DEPOT, INC. | $7.5M | 0.7% | +35% | 60.3 |
| 37 |  $NVDA | NVIDIA CORP | $7.5M | 0.7% | +24% | 85.9 |
| 38 |  $GOOG | Alphabet Inc. | $7.4M | 0.7% | -2% | 78.2 |
| 39 |  $AMZN | AMAZON COM INC | $7.3M | 0.7% | +7% | 68.7 |
| 40 |  $BIIB | BIOGEN INC. | $7.2M | 0.7% | +17% | 64.7 |
| 41 | $GWW | W.W. GRAINGER, INC. | $7.1M | 0.7% | +1% | 61.8 |
| 42 |  $ASTH | Astrana Health, Inc. | $7.1M | 0.7% | -0% | 60.7 |
| 43 |  $INCY | INCYTE CORP | $7.1M | 0.7% | NEW | 77.4 |
| 44 |  $COR | Cencora, Inc. | $7.0M | 0.7% | +38% | 61.1 |
| 45 |  $APP | AppLovin Corp | $6.9M | 0.7% | NEW | 84.4 |
| 46 |  $BPOP | POPULAR, INC. | $6.9M | 0.7% | NEW | 69.4 |
| 47 |  $TER | TERADYNE, INC | $6.9M | 0.7% | NEW | 77.3 |
| 48 | $CDW | CDW Corp | $6.9M | 0.7% | +4% | 55.5 |
| 49 |  $MRK | Merck & Co., Inc. | $6.8M | 0.7% | +8% | 59.9 |
| 50 |  $MSI | Motorola Solutions, Inc. | $6.8M | 0.7% | +26% | 71.8 |
| 51 |  $AVGO | Broadcom Inc. | $6.8M | 0.7% | -8% | 84.5 |
| 52 |  $CNC | CENTENE CORP | $6.7M | 0.7% | -19% | 58.2 |
| 53 |  $RNG | RingCentral, Inc. | $6.6M | 0.7% | NEW | 63.5 |
| 54 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $6.3M | 0.6% | +70% | 52.2 |
| 55 |  $CENX | CENTURY ALUMINUM CO | $6.2M | 0.6% | -2% | 63.3 |
| 56 |  $UCTT | Ultra Clean Holdings, Inc. | $6.2M | 0.6% | NEW | 40.1 |
| 57 |  $ILMN | ILLUMINA, INC. | $6.1M | 0.6% | NEW | 60.4 |
| 58 |  $BWXT | BWX Technologies, Inc. | $5.9M | 0.6% | NEW | 63.8 |
| 59 |  $CF | CF Industries Holdings, Inc. | $5.9M | 0.6% | NEW | 77.4 |
| 60 |  $DVN | DEVON ENERGY CORP/DE | $5.9M | 0.6% | +7% | 74.8 |
| 61 |  $NTAP | NetApp, Inc. | $5.8M | 0.6% | NEW | 66.8 |
| 62 |  $CEG | Constellation Energy Corp | $5.8M | 0.6% | +26% | 59.4 |
| 63 |  $KN | Knowles Corp | $5.8M | 0.6% | NEW | 47.5 |
| 64 |  $QCOM | QUALCOMM INC/DE | $5.5M | 0.5% | +2% | 70.5 |
| 65 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $5.5M | 0.5% | +27% | 71 |
| 66 |  $BKR | Baker Hughes Co | $5.4M | 0.5% | +5% | 60.7 |
| 67 |  $WFRD | Weatherford International plc | $5.1M | 0.5% | +6% | — |
| 68 |  $BLBD | Blue Bird Corp | $4.9M | 0.5% | -4% | 63.3 |
| 69 |  $AMD | ADVANCED MICRO DEVICES INC | $4.9M | 0.5% | -51% | 79.8 |
| 70 |  $ARW | ARROW ELECTRONICS, INC. | $4.8M | 0.5% | NEW | 55.7 |
| 71 |  $SPY | SPDR S&P 500 ETF TRUST | $4.8M | 0.5% | -5% | — |
| 72 | — | ISHARES TR - IBOXX INV CP ETF | $4.7M | 0.5% | -83% | — |
| 73 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $4.7M | 0.5% | +6% | — |
| 74 | — | ISHARES TR - PFD AND INCM SEC | $4.7M | 0.5% | -31% | — |
| 75 |  $GOOGL | Alphabet Inc. | $4.5M | 0.4% | +2% | 78.2 |
| 76 | — | ISHARES TR - NATIONAL MUN ETF | $4.5M | 0.4% | +7% | — |
| 77 | — | ISHARES TR - MBS ETF | $4.5M | 0.4% | +7% | — |
| 78 |  $LDOS | Leidos Holdings, Inc. | $4.4M | 0.4% | +55% | 65.4 |
| 79 | — | ISHARES TR - FLTG RATE NT ETF | $4.4M | 0.4% | +7% | — |
| 80 |  $FLEX | FLEX LTD. | $4.3M | 0.4% | NEW | — |
| 81 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.2M | 0.4% | +7% | — |
| 82 |  $JPM | JPMORGAN CHASE & CO | $4.0M | 0.4% | +4% | 70.7 |
| 83 |  $IBKR | Interactive Brokers Group, Inc. | $3.9M | 0.4% | -4% | 77 |
| 84 |  $CAH | CARDINAL HEALTH INC | $3.6M | 0.3% | +7% | 62.4 |
| 85 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $3.5M | 0.3% | +23% | 71.1 |
| 86 | — | ISHARES TR - 7-10 YR TRSY BD | $3.3M | 0.3% | +7% | — |
| 87 |  $GS | GOLDMAN SACHS GROUP INC | $2.8M | 0.3% | -90% | 73.5 |
| 88 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.7M | 0.3% | -11% | — |
| 89 |  $WT | WisdomTree, Inc. | $2.3M | 0.2% | +4% | 59.9 |
| 90 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.2% | -13% | 57.9 |
| 91 | — | ISHARES TR - CORE S&P500 ETF | $1.8M | 0.2% | +42% | — |
| 92 | — | ISHARES TR - MSCI USA MIN ETF | $1.7M | 0.2% | -8% | — |
| 93 | — | ISHARES TR - MSCI USA MMENTM | $1.6M | 0.2% | -0% | — |
| 94 | — | ISHARES TR - MSCI USA QLT FCT | $1.6M | 0.1% | -90% | — |
| 95 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | $1.5M | 0.1% | -87% | — |
| 96 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $1.4M | 0.1% | +7% | — |
| 97 | — | ISHARES TR - MSCI EAFE ETF | $1.4M | 0.1% | +1% | — |
| 98 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $1.4M | 0.1% | +19% | — |
| 99 | — | EA SERIES TRUST - RELA SEN TAC ETF | $1.4M | 0.1% | +17% | — |
| 100 | — | PACER FDS TR - SWAN SOS MOD JAN | $1.4M | 0.1% | +56% | — |
| 101 | — | SPDR SERIES TRUST - ST STR CONV ETF | $1.2M | 0.1% | +0% | — |
| 102 |  $TSLA | Tesla, Inc. | $1.2M | 0.1% | -0% | 53.9 |
| 103 | — | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | $1.1M | 0.1% | -13% | — |
| 104 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $1.1M | 0.1% | +4% | — |
| 105 | — | ISHARES TR - CORE S&P US GWT | $915,629 | 0.1% | +0% | — |
| 106 | — | ISHARES TR - CORE DIV GRWTH | $904,093 | 0.1% | -0% | — |
| 107 |  $V | VISA INC. | $779,102 | 0.1% | +5% | 82.9 |
| 108 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $772,076 | 0.1% | -1% | — |
| 109 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $733,734 | 0.1% | -2% | — |
| 110 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $725,153 | 0.1% | +38% | — |
| 111 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $711,132 | 0.1% | +0% | — |
| 112 |  $TJX | TJX COMPANIES INC /DE/ | $695,308 | 0.1% | -20% | 68.7 |
| 113 | — | ISHARES TR - CORE S&P SCP ETF | $688,682 | 0.1% | -0% | — |
| 114 | — | WISDOMTREE TR - INFLA PLUS FD | $672,425 | 0.1% | +170% | — |
| 115 |  $TRGP | Targa Resources Corp. | $653,797 | 0.1% | +0% | 63.3 |
| 116 |  $META | Meta Platforms, Inc. | $652,550 | 0.1% | -8% | 79.6 |
| 117 |  $PLTR | Palantir Technologies Inc. | $628,275 | 0.1% | -82% | 84.6 |
| 118 | — | ISHARES TR - RUS 1000 GRW ETF | $612,994 | 0.1% | +309% | — |
| 119 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $579,953 | 0.1% | +0% | — |
| 120 |  $BRK.B | BERKSHIRE HATHAWAY INC | $578,976 | 0.1% | -4% | 73.8 |
| 121 | — | ISHARES TR - S&P 500 GRWT ETF | $568,475 | 0.1% | +0% | — |
| 122 | — | ISHARES TR - S&P 500 BUYW ETF | $561,879 | 0.1% | -1% | — |
| 123 |  $IESC | IES Holdings, Inc. | $517,285 | 0.1% | +0% | 68.3 |
| 124 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $516,796 | 0.1% | -2% | — |
| 125 | $WT | WisdomTree, Inc. | $508,948 | 0.1% | NEW | 59.9 |
| 126 |  $GE | GENERAL ELECTRIC CO | $507,958 | 0.1% | +9% | 73.8 |
| 127 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $500,668 | 0.1% | -1% | — |
| 128 | — | ISHARES TR - SELECT DIVID ETF | $498,632 | 0.1% | +1% | — |
| 129 | — | ISHARES TR - EAFE VALUE ETF | $484,061 | 0.1% | +39% | — |
| 130 | — | ISHARES TR - CORE INTL AGGR | $445,734 | 0.0% | +3% | — |
| 131 |  $NFLX | NETFLIX INC | $434,753 | 0.0% | -4% | 78.8 |
| 132 | — | ISHARES INC - EURO HIGH YIELD | $427,140 | 0.0% | +3% | — |
| 133 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | $416,899 | 0.0% | +1% | — |
| 134 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $411,568 | 0.0% | -14% | — |
| 135 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $403,693 | 0.0% | +39% | — |
| 136 | $IVZ | Invesco Ltd. | $403,601 | 0.0% | +3% | — |
| 137 |  $GEV | GE Vernova Inc. | $398,675 | 0.0% | +21% | 81.1 |
| 138 |  $WEC | WEC ENERGY GROUP, INC. | $373,978 | 0.0% | +1% | 60.1 |
| 139 | — | ISHARES TR - RUSSELL 2000 ETF | $373,558 | 0.0% | -7% | — |
| 140 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $372,747 | 0.0% | +3% | — |
| 141 | — | ISHARES TR - MSCI EAFE MIN VL | $364,606 | 0.0% | +1% | — |
| 142 | $IVZ | Invesco Ltd. | $364,262 | 0.0% | +3% | — |
| 143 | — | ISHARES TR - CUR HD EURZN ETF | $363,201 | 0.0% | -97% | — |
| 144 |  $AXP | AMERICAN EXPRESS CO | $358,105 | 0.0% | -96% | 69.4 |
| 145 |  $COST | COSTCO WHOLESALE CORP /NEW | $353,924 | 0.0% | +81% | 66.2 |
| 146 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $348,497 | 0.0% | +0% | — |
| 147 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $344,587 | 0.0% | NEW | — |
| 148 |  $BAC | BANK OF AMERICA CORP /DE/ | $338,430 | 0.0% | -7% | 67.6 |
| 149 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $333,903 | 0.0% | +1% | — |
| 150 | $WT | WisdomTree, Inc. | $327,536 | 0.0% | +5% | 59.9 |
New Positions (27)
$INCY INCYTE CORP$7.1M$APP AppLovin Corp$6.9M$BPOP POPULAR, INC.$6.9M$TER TERADYNE, INC$6.9M$RNG RingCentral, Inc.$6.6M$UCTT Ultra Clean Holdings, Inc.$6.2M$ILMN ILLUMINA, INC.$6.1M$BWXT BWX Technologies, Inc.$5.9M$CF CF Industries Holdings, Inc.$5.9M$NTAP NetApp, Inc.$5.8M$KN Knowles Corp$5.8MExited Positions (22)
$MCO MOODYS CORP /DE/
$ABT ABBOTT LABORATORIES
$XPRO.R1575828 EXPRO GROUP HOLDINGS N.V.
$VISN Vistance Networks, Inc.
$VRSK Verisk Analytics, Inc.
$KR KROGER CO
$XYZ Block, Inc.
$IDXX IDEXX LABORATORIES INC /DE
$ACN Accenture plc
$CTAS CINTAS CORPBrowse Top Institutional Investors
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