Insight Wealth Strategies, LLC Top Holdings and 13F Report (2026)

About Insight Wealth Strategies, LLC

Investment Activity

Insight Wealth Strategies, LLC has $1.02 billion in total holdings as of June 30, 2026.
Insight Wealth Strategies, LLC owns shares of 182 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 32.70% of the portfolio was purchased this quarter.
About 28.97% of the portfolio was sold this quarter.
This quarter, Insight Wealth Strategies, LLC has purchased 177 new stocks and bought additional shares in 90 stocks.
Insight Wealth Strategies, LLC sold shares of 56 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

PGIM ETF TR: $33,645,339
Invesco S&P 500 Momentum ETF: $33,460,653
iShares U.S. Equity Factor Rotation Active ETF: $33,058,614
Vanguard Long-Term Corporate Bond ETF: $31,377,304
iShares MSCI USA Value Factor ETF: $29,610,906

Largest New Holdings this Quarter

92189F486 - VanEck IG Floating Rate ETF: $28,228,904 Holding
46138G870 - Invesco Variable Rate Preferred ETF: $22,654,024 Holding
46436E403 - iShares Factors US Growth Style ETF: $20,910,876 Holding
808524755 - Schwab Fundamental International Equity ETF: $20,007,624 Holding
78464A698 - SPDR S&P Regional Banking ETF: $18,818,451 Holding

Largest Purchases this Quarter

PGIM ETF TR: 637,214 shares (about $32.68M)
VanEck IG Floating Rate ETF: 1,105,715 shares (about $28.23M)
iShares 20+ Year Treasury Bond ETF: 287,889 shares (about $24.62M)
Invesco Variable Rate Preferred ETF: 930,732 shares (about $22.65M)
iShares Factors US Growth Style ETF: 255,947 shares (about $20.91M)

Largest Sales this Quarter

Goldman Sachs ActiveBeta International Equity ETF: 590,159 shares (about $26.83M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 207,637 shares (about $22.52M)
iShares MSCI USA Quality Factor ETF: 64,574 shares (about $14.13M)
iShares Currency Hedged MSCI Eurozone ETF: 227,193 shares (about $11.26M)
BNY Mellon Global Infrastructure Income ETF: 231,648 shares (about $10.19M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PGIM ETF TR	$33,645,339	$32,682,728 â–²	3,395.2%	655,982	3.3%	AAA CLO ETF
SPMO Invesco S&P 500 Momentum ETF	$33,460,653	$4,254,534 â–²	14.6%	215,430	3.3%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$33,058,614	$1,010,678 â–²	3.2%	489,757	3.2%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$31,377,304	$4,380,084 â–²	16.2%	420,326	3.1%	Manufacturing
VLUE iShares MSCI USA Value Factor ETF	$29,610,906	$661,665 â–¼	-2.2%	151,486	2.9%	ETF
CVX Chevron	$28,399,780	$632,936 â–¼	-2.2%	171,403	2.8%	Energy
FLTR VanEck IG Floating Rate ETF	$28,228,904	$28,228,904 â–²	New Holding	1,105,715	2.8%	ETF
TFLR T. Rowe Price Floating Rate ETF	$28,101,527	$14,205,486 â–²	102.2%	557,681	2.7%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$27,438,541	$2,147,017 â–²	8.5%	679,172	2.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$27,106,325	$24,620,259 â–²	990.3%	316,959	2.6%	ETF
LAM RESEARCH CORP	$23,790,776	$3,271,691 â–¼	-12.1%	60,806	2.3%	COM NEW
VANGUARD MALVERN FDS	$23,282,707	$3,194,758 â–¼	-12.1%	301,707	2.3%	CORE-PLUS BD ETF
IDMO Invesco S&P International Developed Momentum ETF	$23,097,648	$1,031,254 â–²	4.7%	385,732	2.3%	ETF
VRP Invesco Variable Rate Preferred ETF	$22,654,024	$22,654,024 â–²	New Holding	930,732	2.2%	ETF
STLG iShares Factors US Growth Style ETF	$20,910,876	$20,910,876 â–²	New Holding	255,947	2.0%	Manufacturing
FNDF Schwab Fundamental International Equity ETF	$20,007,624	$20,007,624 â–²	New Holding	383,655	2.0%	ETF
KRE SPDR S&P Regional Banking ETF	$18,818,451	$18,818,451 â–²	New Holding	247,026	1.8%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$18,665,070	$6,676,708 â–²	55.7%	184,565	1.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$17,147,858	$2,184,997 â–²	14.6%	212,673	1.7%	ETF
CDX Simplify High Yield ETF	$16,012,682	$1,764,620 â–²	12.4%	764,328	1.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$15,703,987	$236,513 â–²	1.5%	126,289	1.5%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$15,457,069	$172,640 â–²	1.1%	93,115	1.5%	ETF
AAPL Apple	$13,929,411	$497,500 â–²	3.7%	47,318	1.4%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$13,465,851	$42,693 â–¼	-0.3%	72,545	1.3%	ETF
IHE iShares U.S. Pharmaceuticals ETF	$12,054,501	$388,246 â–²	3.3%	122,642	1.2%	ETF
SAMT Strategas Macro Thematic Opportunities ETF	$11,777,912	$137,300 â–²	1.2%	251,772	1.1%	ETF
KLAC KLA	$11,732,443	$10,344,514 â–²	745.3%	44,075	1.1%	Computer and Technology
TIDAL TRUST I	$11,385,743	$9,841,034 â–²	637.1%	376,670	1.1%	UNLIMITED HFGM
LQDA Liquidia	$9,840,994	$1,454,332 â–¼	-12.9%	124,067	1.0%	Medical
DIGITALOCEAN HLDGS INC	$9,236,060	$4,211,182 â–¼	-31.3%	63,882	0.9%	COM
FTNT Fortinet	$9,227,676	$501,900 â–²	5.8%	58,043	0.9%	Computer and Technology
STX Seagate Technology	$8,968,376	$8,845,735 â–¼	-49.7%	9,799	0.9%	Computer and Technology
FIX Comfort Systems USA	$8,646,988	$1,494,012 â–¼	-14.7%	4,636	0.8%	Construction
SWK Stanley Black & Decker	$7,700,084	$1,313,018 â–²	20.6%	84,301	0.8%	Industrials
MSFT Microsoft	$7,695,294	$528,775 â–²	7.4%	20,025	0.8%	Computer and Technology
NVDA NVIDIA	$7,689,351	$1,643,061 â–²	27.2%	38,918	0.8%	Computer and Technology
HD Home Depot	$7,547,392	$1,946,141 â–²	34.7%	21,512	0.7%	Retail/Wholesale
GOOGL Alphabet	$7,398,018	$183,135 â–¼	-2.4%	20,481	0.7%	Computer and Technology
AMZN Amazon.com	$7,317,093	$502,985 â–²	7.4%	30,273	0.7%	Retail/Wholesale
BIIB Biogen	$7,198,277	$1,043,247 â–²	16.9%	34,320	0.7%	Medical
GWW W.W. Grainger	$7,147,331	$85,645 â–²	1.2%	5,341	0.7%	Industrials
ASTRANA HEALTH INC	$7,137,225	$100 â–¼	0.0%	143,289	0.7%	COM NEW
INCY Incyte	$7,076,137	$7,076,137 â–²	New Holding	62,175	0.7%	Medical
COR Cencora	$7,014,107	$1,917,422 â–²	37.6%	24,319	0.7%	Medical
APPLOVIN CORP	$6,939,057	$6,939,057 â–²	New Holding	12,290	0.7%	COM CL A
BPOP Popular	$6,913,892	$6,913,892 â–²	New Holding	41,032	0.7%	Finance
TER Teradyne	$6,911,797	$6,911,797 â–²	New Holding	16,174	0.7%	Computer and Technology
CDW CDW	$6,899,955	$293,565 â–²	4.4%	49,852	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$6,810,424	$505,864 â–²	8.0%	54,323	0.7%	Medical
MSI Motorola Solutions	$6,797,299	$1,386,272 â–²	25.6%	16,225	0.7%	Computer and Technology
AVGO Broadcom	$6,793,465	$579,849 â–¼	-7.9%	18,394	0.7%	Computer and Technology
CNC Centene	$6,725,845	$1,622,287 â–¼	-19.4%	98,403	0.7%	Medical
RNG RingCentral	$6,635,954	$6,635,954 â–²	New Holding	161,892	0.6%	Computer and Technology
HII Huntington Ingalls Industries	$6,272,357	$2,583,539 â–²	70.0%	22,484	0.6%	Aerospace
CENX Century Aluminum	$6,173,600	$109,813 â–¼	-1.7%	143,472	0.6%	Industrials
UCTT Ultra Clean	$6,150,730	$6,150,730 â–²	New Holding	47,463	0.6%	Computer and Technology
ILMN Illumina	$6,062,302	$6,062,302 â–²	New Holding	32,967	0.6%	Medical
BWXT BWX Technologies	$5,948,649	$5,948,649 â–²	New Holding	31,104	0.6%	Aerospace
CF CF Industries	$5,930,629	$5,930,629 â–²	New Holding	54,832	0.6%	Basic Materials
DVN Devon Energy	$5,889,290	$399,400 â–²	7.3%	146,318	0.6%	Energy
NTAP NetApp	$5,845,222	$5,845,222 â–²	New Holding	37,378	0.6%	Computer and Technology
CEG Constellation Energy	$5,833,359	$1,190,086 â–²	25.6%	24,665	0.6%	Energy
KN Knowles	$5,818,370	$5,818,370 â–²	New Holding	143,628	0.6%	Computer and Technology
QCOM Qualcomm	$5,474,614	$107,149 â–²	2.0%	30,094	0.5%	Computer and Technology
REGN Regeneron Pharmaceuticals	$5,456,300	$1,155,731 â–²	26.9%	8,734	0.5%	Medical
BKR Baker Hughes	$5,419,227	$258,550 â–²	5.0%	100,692	0.5%	Energy
WFRD Weatherford International	$5,134,910	$304,559 â–²	6.3%	64,018	0.5%	Energy
BLBD Blue Bird	$4,933,698	$194,233 â–¼	-3.8%	63,350	0.5%	Auto/Tires/Trucks
AMD Advanced Micro Devices	$4,923,090	$5,203,266 â–¼	-51.4%	9,102	0.5%	Computer and Technology
ARW Arrow Electronics	$4,792,313	$4,792,313 â–²	New Holding	22,863	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,783,163	$252,805 â–¼	-5.0%	6,414	0.5%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$4,725,180	$22,520,364 â–¼	-82.7%	43,566	0.5%	Finance
HYD VanEck High Yield Muni ETF	$4,723,975	$272,435 â–²	6.1%	91,745	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$4,706,844	$2,157,150 â–¼	-31.4%	154,475	0.5%	ETF
GOOG Alphabet	$4,535,866	$97,703 â–²	2.2%	12,674	0.4%	Computer and Technology
MUB iShares National Muni Bond ETF	$4,515,503	$282,199 â–²	6.7%	42,067	0.4%	ETF
MBB iShares MBS ETF	$4,504,955	$308,103 â–²	7.3%	47,915	0.4%	ETF
LDOS Leidos	$4,405,918	$1,565,834 â–²	55.1%	42,747	0.4%	Computer and Technology
FLOT iShares Floating Rate Bond ETF	$4,393,905	$302,508 â–²	7.4%	86,307	0.4%	ETF
FLEX Flex	$4,320,488	$4,320,488 â–²	New Holding	28,141	0.4%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$4,246,420	$289,646 â–²	7.3%	84,138	0.4%	ETF
JPM JPMorgan Chase & Co.	$3,966,742	$137,637 â–²	3.6%	11,874	0.4%	Finance
IBKR Interactive Brokers Group	$3,922,218	$170,929 â–¼	-4.2%	42,061	0.4%	Finance
CAH Cardinal Health	$3,583,182	$243,427 â–²	7.3%	15,073	0.3%	Medical
ORI Old Republic International	$3,512,433	$664,650 â–²	23.3%	85,627	0.3%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$3,295,514	$229,436 â–²	7.5%	35,047	0.3%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$2,833,241	$26,834,580 â–¼	-90.5%	62,310	0.3%	ETF
QQQ Invesco QQQ	$2,688,486	$344,492 â–¼	-11.4%	3,707	0.3%	Finance
NTSX WisdomTree U.S. Efficient Core Fund	$2,300,893	$87,320 â–²	3.9%	39,051	0.2%	Finance
XOM ExxonMobil	$1,935,572	$294,908 â–¼	-13.2%	14,203	0.2%	Energy
IVV iShares Core S&P 500 ETF	$1,783,339	$528,785 â–²	42.1%	2,381	0.2%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,732,831	$154,051 â–¼	-8.2%	17,885	0.2%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$1,639,518	$656 â–¼	0.0%	4,997	0.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,563,979	$14,132,715 â–¼	-90.0%	7,146	0.2%	ETF
BKGI BNY Mellon Global Infrastructure Income ETF	$1,458,407	$10,187,783 â–¼	-87.5%	33,161	0.1%	ETF
FMB First Trust Managed Municipal ETF	$1,435,377	$93,134 â–²	6.9%	27,942	0.1%	Manufacturing
EFA iShares MSCI EAFE ETF	$1,430,264	$12,878 â–²	0.9%	13,883	0.1%	Finance
CALAMOS ETF TR	$1,402,367	$225,448 â–²	19.2%	51,940	0.1%	AUTOC INCOM ETF
MOOD Relative Sentiment Tactical Allocation ETF	$1,394,234	$200,449 â–²	16.8%	32,079	0.1%	ETF
PSMD Pacer Swan SOS Moderate (January) ETF	$1,377,980	$492,293 â–²	55.6%	40,170	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Insight Wealth Strategies, LLC Top Holdings and 13F Report (2026)

About Insight Wealth Strategies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Insight Wealth Strategies, LLC Top Holdings and 13F Report (2026)

About Insight Wealth Strategies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Wealth Strategies, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools