Insight Wealth Strategies, LLC — 13F Holdings & Portfolio
CIK 1749914 · latest 13F-HR filed 2026-04-10
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.
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AUM
$895.7M
Long-equity book
Holdings
177
Distinct positions
Period
2026-03-31
Filed 2026-04-10
Q/Q Activity
+17 / −11 / ↑61 / ↓56
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$21.8M +10768.8%
- ISHARES INC$5.2M +67.5%
- JANUS DETROIT STR TR$4.5M +27.8%
- LEGG MASON ETF INVT$3.5M +15.8%
- DIGITALOCEAN HLDGS INC$3.4M +73.2%
Top Trims
- ISHARES TR-$25.5M -91.0%
- VANGUARD WHITEHALL FDS-$12.6M -96.5%
- ISHARES TR-$11.0M -61.6%
- T ROWE PRICE ETF INC-$11.0M -44.1%
- ISHARES TR-$10.4M -85.2%
New Positions
- VANGUARD MALVERN FDS$26.6M
- INVESCO EXCH TRADED FD TR II$16.1M
- ISHARES TR$12.3M
- ISHARES TR$10.3M
- JANUS DETROIT STR TR$8.1M
Exited Positions
- SELECT SECTOR SPDR TR$12.8M
- AUTOMATIC DATA PROCESSING IN$4.5M
- BOOZ ALLEN HAMILTON HLDG COR$4.2M
- INTUIT$4.2M
- FIRST TR EXCHANGE-TRADED FD$278.3K
All Holdings
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 | CHEVRON CORPORATION | CVX | 166764100 | $36.3M | 4.05% | 175,223 | SH |
| 2 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $28.1M | 3.14% | 652,469 | SH |
| 3 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $27.6M | 3.08% | 474,784 | SH |
| 4 | ISHARES TR | LQD | 464287242 | $27.4M | 3.06% | 251,203 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $27.0M | 3.02% | 361,651 | SH |
| 6 | VANGUARD MALVERN FDS | VPLS | 922020755 | $26.6M | 2.97% | 343,106 | SH |
| 7 | LEGG MASON ETF INVT | LVHI | 52468L505 | $25.4M | 2.83% | 626,028 | SH |
| 8 | ISHARES TR | IGLB | 464289511 | $24.6M | 2.75% | 495,996 | SH |
| 9 | ISHARES TR | VLUE | 46432F388 | $22.0M | 2.46% | 154,871 | SH |
| 10 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $21.1M | 2.35% | 188,038 | SH |
| 11 | JANUS DETROIT STR TR | JMBS | 47103U852 | $20.5M | 2.29% | 453,389 | SH |
| 12 | INVESCO EXCH TRADED FD TR II | IDMO | 46138E222 | $20.2M | 2.26% | 368,510 | SH |
| 13 | INVESCO EXCH TRADED FD TR II | PDBC | 46138E669 | $16.1M | 1.80% | 831,758 | SH |
| 14 | LAM RESEARCH CORP | LRCX | 512807306 | $14.8M | 1.65% | 69,168 | SH |
| 15 | SIMPLIFY EXCHANGE TRADED FUN | CDX | 82889N830 | $14.5M | 1.62% | 680,098 | SH |
| 16 | SIMPLIFY EXCHANGE TRADED FUN | TUA | 82889N657 | $14.1M | 1.57% | 666,189 | SH |
| 17 | T ROWE PRICE ETF INC | TFLR | 87283Q883 | $13.9M | 1.55% | 275,770 | SH |
| 18 | ISHARES TR | QUAL | 46432F339 | $13.8M | 1.54% | 71,720 | SH |
| 19 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $13.7M | 1.53% | 124,387 | SH |
| 20 | INVESCO EXCHANGE TRADED FD T | XMMO | 46137V464 | $13.4M | 1.49% | 92,075 | SH |
| 21 | ISHARES INC | IEMG | 46434G103 | $12.9M | 1.45% | 185,574 | SH |
| 22 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $12.6M | 1.40% | 85,647 | SH |
| 23 | ISHARES TR | STIP | 46429B747 | $12.3M | 1.37% | 118,544 | SH |
| 24 | BNY MELLON ETF TRUST | BKGI | 09661T826 | $11.8M | 1.32% | 264,809 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $11.6M | 1.29% | 45,628 | SH |
| 26 | ISHARES TR | IHE | 464288836 | $10.3M | 1.15% | 118,692 | SH |
| 27 | ISHARES TR | HEZU | 46434V639 | $10.2M | 1.14% | 234,524 | SH |
| 28 | ADVISORS INNER CIRCLE FD III | SAMT | 00775Y645 | $9.8M | 1.09% | 248,837 | SH |
| 29 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $9.7M | 1.08% | 72,775 | SH |
| 30 | CENTURY ALUM CO | CENX | 156431108 | $8.6M | 0.96% | 146,024 | SH |
| 31 | VANECK ETF TRUST | EMLC | 92189H300 | $8.4M | 0.94% | 333,725 | SH |
| 32 | JANUS DETROIT STR TR | JBBB | 47103U753 | $8.1M | 0.90% | 173,270 | SH |
| 33 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $8.0M | 0.89% | 93,009 | SH |
| 34 | KLA CORP | KLAC | 482480100 | $7.7M | 0.86% | 5,214 | SH |
| 35 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $7.6M | 0.85% | 19,464 | SH |
| 36 | COMFORT SYS USA INC | FIX | 199908104 | $7.5M | 0.84% | 5,437 | SH |
| 37 | AMERICAN EXPRESS CO | AXP | 025816109 | $7.0M | 0.78% | 23,134 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $6.9M | 0.77% | 18,649 | SH |
| 39 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $6.9M | 0.77% | 136,395 | SH |
| 40 | ISHARES TR | PFF | 464288687 | $6.8M | 0.76% | 225,271 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $6.2M | 0.69% | 19,964 | SH |
| 42 | MERCK & CO INC | MRK | 58933Y105 | $6.0M | 0.68% | 50,288 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $6.0M | 0.67% | 20,988 | SH |
| 44 | MOODYS CORP | MCO | 615369105 | $5.9M | 0.66% | 13,532 | SH |
| 45 | AMAZON COM INC | AMZN | 023135106 | $5.9M | 0.66% | 28,192 | SH |
| 46 | BAKER HUGHES COMPANY | BKR | 05722G100 | $5.9M | 0.65% | 95,888 | SH |
| 47 | CDW CORP | CDW | 12514G108 | $5.8M | 0.64% | 47,731 | SH |
| 48 | WW GRAINGER INC | GWW | 384802104 | $5.8M | 0.64% | 5,277 | SH |
| 49 | WEATHERFORD INTL PLC | WFRD | G48833118 | $5.7M | 0.64% | 60,221 | SH |
| 50 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $5.6M | 0.63% | 12,916 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-10 | $895.7M | 177 | 0001749914-26-000004 |
| 2025-12-31 | 2026-01-02 | $872.1M | 171 | 0001749914-26-000001 |