Insight Wealth Strategies, LLC

Est. AUM

$873.9M

13F long equity, this entity only

Positions

174

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CHEVRON CORPORATION	COM	$36.3M	175223	4.15%	SOLE
2	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$28.1M	652469	3.22%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$27.6M	474784	3.16%	SOLE
4	ISHARES TR	IBOXX INV CP ETF	$27.4M	251203	3.13%	SOLE
5	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$27.0M	361651	3.09%	SOLE
6	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$26.6M	343106	3.05%	SOLE
7	LEGG MASON ETF INVT	FRANKLIN INTL LW	$25.4M	626028	2.90%	SOLE
8	ISHARES TR	10+ YR INVST GRD	$24.6M	495996	2.82%	SOLE
9	ISHARES TR	MSCI USA VALUE	$22.0M	154871	2.52%	SOLE
10	JANUS DETROIT STR TR	HENDERSON MTG	$20.5M	453389	2.34%	SOLE
11	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$20.2M	368510	2.31%	SOLE
12	INVESCO EXCH TRADED FD TR II	GLOBAL EX US HGH	$16.1M	831758	1.85%	SOLE
13	LAM RESEARCH CORP	COM NEW	$14.8M	69168	1.69%	SOLE
14	SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$14.5M	680098	1.66%	SOLE
15	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$14.1M	666189	1.61%	SOLE
16	T ROWE PRICE ETF INC	FLOATING RATE	$13.9M	275770	1.59%	SOLE
17	ISHARES TR	MSCI USA QLT FCT	$13.8M	71720	1.57%	SOLE
18	AMERICAN CENTY ETF TR	US SML CP VALU	$13.7M	124387	1.57%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$13.4M	92075	1.53%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$12.9M	185574	1.48%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET HEA	$12.6M	85647	1.44%	SOLE
22	ISHARES TR	0-5 YR TIPS ETF	$12.3M	118544	1.40%	SOLE
23	BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$11.8M	264809	1.35%	SOLE
24	APPLE INC	COM	$11.6M	45628	1.33%	SOLE
25	ISHARES TR	U.S. PHARMA ETF	$10.3M	118692	1.18%	SOLE
26	ISHARES TR	CUR HD EURZN ETF	$10.2M	234524	1.17%	SOLE
27	ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$9.8M	248837	1.12%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.7M	72775	1.11%	SOLE
29	CENTURY ALUM CO	COM	$8.6M	146024	0.98%	SOLE
30	VANECK ETF TRUST	JP MRGAN EM LOC	$8.4M	333725	0.96%	SOLE
31	JANUS DETROIT STR TR	B-BBB CLO ETF	$8.1M	173270	0.92%	SOLE
32	DIGITALOCEAN HLDGS INC	COM	$8.0M	93009	0.91%	SOLE
33	KLA CORP	COM NEW	$7.7M	5214	0.88%	SOLE
34	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$7.6M	19464	0.87%	SOLE
35	COMFORT SYS USA INC	COM	$7.5M	5437	0.86%	SOLE
36	AMERICAN EXPRESS CO	COM	$7.0M	23134	0.80%	SOLE
37	MICROSOFT CORP	COM	$6.9M	18649	0.79%	SOLE
38	DEVON ENERGY CORP NEW	COM	$6.9M	136395	0.79%	SOLE
39	ISHARES TR	PFD AND INCM SEC	$6.8M	225271	0.78%	SOLE
40	BROADCOM INC	COM	$6.2M	19964	0.71%	SOLE
41	MERCK & CO INC	COM	$6.0M	50288	0.69%	SOLE
42	ALPHABET INC	CAP STK CL A	$6.0M	20988	0.69%	SOLE
43	MOODYS CORP	COM	$5.9M	13532	0.68%	SOLE
44	AMAZON COM INC	COM	$5.9M	28192	0.67%	SOLE
45	BAKER HUGHES COMPANY	CL A	$5.9M	95888	0.67%	SOLE
46	CDW CORP	COM	$5.8M	47731	0.66%	SOLE
47	WW GRAINGER INC	COM	$5.8M	5277	0.66%	SOLE
48	WEATHERFORD INTL PLC	ORD SHS	$5.7M	60221	0.65%	SOLE
49	MOTOROLA SOLUTIONS INC	COM NEW	$5.6M	12916	0.64%	SOLE
50	CENCORA INC	COM	$5.6M	17671	0.64%	SOLE

1–50 of 174

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.