Insight Wealth Strategies, LLC — 13F Holdings & Portfolio
CIK 1749914 · latest 13F-HR filed 2026-07-10
Insight Wealth Strategies, LLC manages $1.02B in 13F-reported U.S. long-equity assets across 183 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PAAA (3.28%), SPMO (3.27%), DYNF (3.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 28 new positions, exited 23, added to 104, and trimmed 30.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 350
SAN RAMON, CA 94583
$1.02B
Long-equity book
183
Distinct positions
2026-06-30
Filed 2026-07-10
+28 / −23 / ↑104 / ↓30
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PGIM ETF TR$32.7M +3402.8%
- ISHARES TR$24.6M +975.6%
- T ROWE PRICE EXCHANGE-TRADED$14.2M +102.3%
- INVESCO EXCH TRADED FD TR II$12.4M +58.7%
- TIDAL TRUST I$9.7M +595.0%
Top Trims
- GOLDMAN SACHS ETF TR-$25.3M -89.9%
- ISHARES TR-$22.7M -82.7%
- ISHARES TR-$12.2M -88.6%
- BNY MELLON ETF TRUST-$10.3M -87.6%
- ISHARES TR-$9.9M -96.5%
New Positions
- VANECK ETF TRUST$28.2M
- INVESCO EXCH TRADED FD TR II$22.7M
- ISHARES TR$20.9M
- SCHWAB STRATEGIC TR$20.0M
- SPDR SERIES TRUST$18.8M
Exited Positions
- ISHARES TR$24.6M
- JANUS DETROIT STR TR$20.5M
- INVESCO EXCH TRADED FD TR II$16.1M
- SIMPLIFY EXCHANGE TRADED FUN$14.1M
- SELECT SECTOR SPDR TR$12.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PGIM ETF TR | PAAA | 69344A834 | $33.6M | 3.28% | 655,982 | SH |
| 2 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $33.5M | 3.27% | 215,430 | SH |
| 3 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $33.1M | 3.23% | 489,757 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $31.4M | 3.06% | 420,326 | SH |
| 5 | ISHARES TR | VLUE | 46432F388 | $29.6M | 2.89% | 151,486 | SH |
| 6 | CHEVRON CORPORATION | CVX | 166764100 | $28.4M | 2.77% | 171,403 | SH |
| 7 | VANECK ETF TRUST | FLTR | 92189F486 | $28.2M | 2.76% | 1,105,715 | SH |
| 8 | T ROWE PRICE EXCHANGE-TRADED | TFLR | 87283Q883 | $28.1M | 2.74% | 557,681 | SH |
| 9 | LEGG MASON ETF INVT | LVHI | 52468L505 | $27.4M | 2.68% | 679,172 | SH |
| 10 | ISHARES TR | TLT | 464287432 | $27.1M | 2.65% | 316,959 | SH |
| 11 | LAM RESEARCH CORP | LRCX | 512807306 | $23.8M | 2.32% | 60,806 | SH |
| 12 | VANGUARD MALVERN FDS | VPLS | 922020755 | $23.3M | 2.27% | 301,707 | SH |
| 13 | INVESCO EXCH TRADED FD TR II | IDMO | 46138E222 | $23.1M | 2.25% | 385,732 | SH |
| 14 | INVESCO EXCH TRADED FD TR II | VRP | 46138G870 | $22.7M | 2.21% | 930,732 | SH |
| 15 | ISHARES TR | GARP | 46436E403 | $20.9M | 2.04% | 255,947 | SH |
| 16 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $20.0M | 1.95% | 383,655 | SH |
| 17 | SPDR SERIES TRUST | KRE | 78464A698 | $18.8M | 1.84% | 247,026 | SH |
| 18 | ISHARES TR | STIP | 46429B747 | $18.7M | 1.82% | 184,565 | SH |
| 19 | ISHARES INC | IEMG | 46434G103 | $17.1M | 1.67% | 212,673 | SH |
| 20 | SIMPLIFY EXCHANGE TRADED FUN | CDX | 82889N830 | $16.0M | 1.56% | 764,328 | SH |
| 21 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $15.7M | 1.53% | 126,289 | SH |
| 22 | INVESCO EXCHANGE TRADED FD T | XMMO | 46137V464 | $15.5M | 1.51% | 93,115 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $13.9M | 1.36% | 47,318 | SH |
| 24 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $13.5M | 1.31% | 72,545 | SH |
| 25 | ISHARES TR | IHE | 464288836 | $12.1M | 1.18% | 122,642 | SH |
| 26 | ADVISORS INNER CIRCLE FD III | SAMT | 00775Y645 | $11.8M | 1.15% | 251,772 | SH |
| 27 | KLA CORP | KLAC | 482480100 | $11.7M | 1.15% | 44,075 | SH |
| 28 | TIDAL TRUST I | HFGM | 886364363 | $11.4M | 1.11% | 376,670 | SH |
| 29 | LIQUIDIA CORPORATION | LQDA | 53635D202 | $9.8M | 0.96% | 124,067 | SH |
| 30 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $9.2M | 0.90% | 63,882 | SH |
| 31 | FORTINET INC | FTNT | 34959E109 | $9.2M | 0.90% | 58,043 | SH |
| 32 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $9.0M | 0.88% | 9,799 | SH |
| 33 | COMFORT SYS USA INC | FIX | 199908104 | $8.6M | 0.84% | 4,636 | SH |
| 34 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $7.7M | 0.75% | 84,301 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $7.7M | 0.75% | 20,025 | SH |
| 36 | HOME DEPOT INC | HD | 437076102 | $7.5M | 0.74% | 21,512 | SH |
| 37 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.5M | 0.73% | 37,918 | SH |
| 38 | ALPHABET INC | GOOGL | 02079K305 | $7.4M | 0.72% | 20,481 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $7.3M | 0.71% | 30,273 | SH |
| 40 | BIOGEN INC | BIIB | 09062X103 | $7.2M | 0.70% | 34,320 | SH |
| 41 | WW GRAINGER INC | GWW | 384802104 | $7.1M | 0.70% | 5,341 | SH |
| 42 | ASTRANA HEALTH INC | ASTH | 03763A207 | $7.1M | 0.70% | 143,289 | SH |
| 43 | INCYTE CORP | INCY | 45337C102 | $7.1M | 0.69% | 62,175 | SH |
| 44 | CENCORA INC | COR | 03073E105 | $7.0M | 0.68% | 24,319 | SH |
| 45 | APPLOVIN CORP | APP | 03831W108 | $6.9M | 0.68% | 12,290 | SH |
| 46 | POPULAR INC | BPOP | 733174700 | $6.9M | 0.67% | 41,032 | SH |
| 47 | TERADYNE INC | TER | 880770102 | $6.9M | 0.67% | 16,174 | SH |
| 48 | CDW CORP | CDW | 12514G108 | $6.9M | 0.67% | 49,852 | SH |
| 49 | MERCK & CO INC | MRK | 58933Y105 | $6.8M | 0.66% | 54,323 | SH |
| 50 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $6.8M | 0.66% | 16,225 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-10 | $1.02B | 183 | 0001749914-26-000005 |
| 2026-03-31 | 2026-04-10 | $895.7M | 177 | 0001749914-26-000004 |
| 2025-12-31 | 2026-01-02 | $872.1M | 171 | 0001749914-26-000001 |