Insight Wealth Strategies, LLC Top Holdings and 13F Report (2026) About Insight Wealth Strategies, LLCInvestment ActivityInsight Wealth Strategies, LLC has $1.01 billion in total holdings as of September 30, 2026.Insight Wealth Strategies, LLC owns shares of 192 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 17.08% of the portfolio was purchased this quarter.About 17.61% of the portfolio was sold this quarter.This quarter, Insight Wealth Strategies, LLC has purchased 182 new stocks and bought additional shares in 93 stocks.Insight Wealth Strategies, LLC sold shares of 68 stocks and completely divested from 12 stocks this quarter.Largest Holdings Invesco S&P 500 Momentum ETF $37,442,999Franklin International Low Volatility High Dividend Index ETF $36,929,053iShares U.S. Equity Factor Rotation Active ETF $33,726,078Chevron $33,073,181Vanguard Long-Term Corporate Bond ETF $30,540,297 Largest New Holdings this Quarter 46435U853 - iShares Broad USD High Yield Corporate Bond ETF $22,372,681 Holding003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $19,705,515 Holding92206C771 - Vanguard Mortgage-Backed Securities ETF $17,655,611 Holding464289511 - iShares 10+ Year Investment Grade Corporate Bond ETF $17,556,086 Holding464287515 - iShares Expanded Tech-Software Sector ETF $11,409,013 Holding Largest Purchases this Quarter iShares Broad USD High Yield Corporate Bond ETF 626,335 shares (about $22.37M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 761,713 shares (about $19.71M)Vanguard Mortgage-Backed Securities ETF 397,559 shares (about $17.66M)iShares 10+ Year Investment Grade Corporate Bond ETF 384,496 shares (about $17.56M)iShares Expanded Tech-Software Sector ETF 107,147 shares (about $11.41M) Largest Sales this Quarter SPDR S&P Regional Banking ETF 243,119 shares (about $16.88M)Invesco S&P MidCap Momentum ETF 87,496 shares (about $12.84M)iShares U.S. Pharmaceuticals ETF 119,181 shares (about $11.98M)RingCentral 156,142 shares (about $11.66M)T. Rowe Price Floating Rate ETF 174,229 shares (about $8.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPMOInvesco S&P 500 Momentum ETF$37,442,999$4,788,110 ▲14.7%247,0183.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$36,929,053$8,600,774 ▲30.4%885,3763.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$33,726,078$194,482 ▼-0.6%486,9493.3%ETFCVXChevron$33,073,181$1,928,964 ▼-5.5%161,9573.3%EnergyVCLTVanguard Long-Term Corporate Bond ETF$30,540,297$1,747,982 ▲6.1%445,8443.0%ETFPGIM ETF TR$29,550,136$4,095,201 ▼-12.2%576,1382.9%AAA CLO ETFSTLGiShares Factors US Growth Style ETF$29,419,742$7,597,692 ▲34.8%345,0592.9%ETFFLTRVanEck IG Floating Rate ETF$29,142,585$847,336 ▲3.0%1,138,8272.9%ETFVLUEiShares MSCI USA Value Factor ETF$27,430,293$2,563,899 ▼-8.5%138,5372.7%ETFTLTiShares 20+ Year Treasury Bond ETF$25,685,065$1,031,985 ▲4.2%330,2272.5%ETFVANGUARD MALVERN FDS$22,886,596$557,294 ▲2.5%309,2372.3%CORE-PLUS BD ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$22,372,681$22,372,681 ▲New Holding626,3352.2%ETFFNDFSchwab Fundamental International Equity ETF$20,809,846$188,394 ▲0.9%387,1602.1%ETFLAM RESEARCH CORP$20,169,772$194,477 ▲1.0%61,3982.0%COM NEWBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$19,705,515$19,705,515 ▲New Holding761,7131.9%ETFTFLRT. Rowe Price Floating Rate ETF$19,364,346$8,798,574 ▼-31.2%383,4521.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$17,655,611$17,655,611 ▲New Holding397,5591.7%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$17,556,086$17,556,086 ▲New Holding384,4961.7%ETFAAPLApple$15,795,858$37,964 ▲0.2%47,4321.6%TechnologyIDMOInvesco S&P International Developed Momentum ETF$15,590,583$7,954,484 ▼-33.8%255,4161.5%ETFAVUVAvantis U.S. Small Cap Value ETF$14,854,573$18,490 ▼-0.1%126,1321.5%ETFXLKTechnology Select Sector SPDR Fund$13,061,213$1,139,460 ▼-8.0%66,7241.3%ETFTIDAL TRUST I$12,189,651$383,883 ▲3.3%388,9181.2%UNLIMITED HFGMCDXSimplify High Yield ETF$11,435,855$3,980,654 ▼-25.8%566,9731.1%ETFIGViShares Expanded Tech-Software Sector ETF$11,409,013$11,409,013 ▲New Holding107,1471.1%ETFSAMTStrategas Macro Thematic Opportunities ETF$10,540,375$46,515 ▲0.4%252,8881.0%ETFMSFTMicrosoft$10,094,506$176,440 ▼-1.7%19,6811.0%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$9,490,209$7,770,346 ▼-45.0%116,9320.9%ETFSTXSeagate Technology$9,165,208$127,282 ▲1.4%9,9370.9%TechnologyKLACKLA$8,714,639$123,194 ▲1.4%44,7070.9%TechnologyNVDANVIDIA$8,692,900$195,267 ▼-2.2%38,0630.9%TechnologyBUGGlobal X Cybersecurity ETF$8,519,240$8,519,240 ▲New Holding184,4790.8%ETFFTNTFortinet$8,001,655$2,374,112 ▼-22.9%44,7620.8%TechnologyNTAPNetApp$7,974,012$121,636 ▲1.5%37,9570.8%TechnologyMRKMerck & Co., Inc.$7,892,909$727 ▼0.0%54,3180.8%HealthcareBIIBBiogen$7,716,287$35,915 ▼-0.5%34,1610.8%HealthcareINCYIncyte$7,670,169$125,233 ▲1.7%63,2070.8%HealthcareAMZNAmazon.com$7,503,015$39,615 ▼-0.5%30,1140.7%Consumer DiscretionarySWKStanley Black & Decker$7,388,338$79,908 ▼-1.1%83,3990.7%Consumer DiscretionaryCORCencora$7,272,819$28,823 ▼-0.4%24,2230.7%HealthcareMSIMotorola Solutions$7,258,101$22,298 ▲0.3%16,2750.7%TechnologyGOOGLAlphabet$7,039,730$7,226 ▼-0.1%20,4600.7%Communication ServicesDVNDevon Energy$6,871,331$134,851 ▲2.0%149,2470.7%EnergyFIXComfort Systems USA$6,738,498$929,562 ▼-12.1%4,0740.7%IndustrialsGWWW.W. Grainger$6,722,405$68,520 ▲1.0%5,3960.7%IndustrialsILMNIllumina$6,701,876$2,320,533 ▼-25.7%24,4880.7%HealthcareTERTeradyne$6,678,232$194,037 ▲3.0%16,6580.7%TechnologyAVGOBroadcom$6,668,622$208,954 ▲3.2%18,9890.7%TechnologyCENXCentury Aluminum$6,668,137$1,506,015 ▲29.2%185,3290.7%MaterialsREGNRegeneron Pharmaceuticals$6,533,717$88,714 ▼-1.3%8,6170.6%HealthcareCDWCDW$6,458,157$69,079 ▲1.1%50,3910.6%TechnologyBPOPPopular$6,453,351$74,927 ▲1.2%41,5140.6%FinanceQCOMQualcomm$6,449,637$911,176 ▲16.5%35,0450.6%TechnologyCFCF Industries$6,417,367$100,685 ▲1.6%55,7060.6%MaterialsCEGConstellation Energy$6,343,953$78,493 ▲1.3%24,9740.6%UtilitiesLYFTLyft$6,223,972$6,223,972 ▲New Holding414,6550.6%IndustrialsHDHome Depot$6,212,663$92,743 ▲1.5%21,8380.6%Consumer DiscretionaryHIIHuntington Ingalls Industries$6,134,301$129,528 ▲2.2%22,9690.6%IndustrialsCNCCentene$6,120,746$7,951 ▲0.1%98,5310.6%HealthcareZDZiff Davis$5,814,693$5,814,693 ▲New Holding102,5700.6%Communication ServicesFLEXFlex$5,721,240$2,626,011 ▲84.8%52,0160.6%TechnologyTVTXTravere Therapeutics$5,692,342$5,692,342 ▲New Holding96,6770.6%HealthcareBKRBaker Hughes$5,665,051$137,085 ▲2.5%103,1890.6%EnergyAMDAdvanced Micro Devices$5,592,710$24,470 ▲0.4%9,1420.6%TechnologyARWArrow Electronics$5,289,554$99,653 ▲1.9%23,3020.5%TechnologyBWXTBWX Technologies$5,146,453$885,165 ▲20.8%37,5650.5%IndustrialsASTRANA HEALTH INC$4,967,848$128,941 ▼-2.5%139,6640.5%COM NEWSPYSPDR S&P 500 ETF Trust$4,934,331$42,708 ▲0.9%6,4700.5%ETFPINSPinterest$4,900,840$4,900,840 ▲New Holding259,4410.5%Communication ServicesPFFiShares Preferred and Income Securities ETF$4,688,609$131,599 ▲2.9%158,9360.5%ETFFLOTiShares Floating Rate Bond ETF$4,538,293$132,322 ▲3.0%88,8990.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,518,097$66,519 ▲1.5%44,2170.4%ETFHYDVanEck High Yield Muni ETF$4,501,360$94,859 ▲2.2%93,7200.4%ETFPAGAYA TECHNOLOGIES LTD$4,436,587$4,436,587 ▲New Holding256,1540.4%CL A NEWMBBiShares MBS ETF$4,435,464$141,330 ▲3.3%49,4920.4%ETFMUBiShares National Muni Bond ETF$4,410,596$157,615 ▲3.7%43,6260.4%ETFGOOGAlphabet$4,371,052$52,474 ▲1.2%12,8280.4%Communication ServicesVSECVSE$4,298,670$4,298,670 ▲New Holding26,1000.4%IndustrialsUCTTUltra Clean$4,150,191$302,840 ▲7.9%51,1990.4%TechnologyVTEBVanguard Tax-Exempt Bond ETF$4,116,212$131,424 ▲3.3%86,9130.4%ETFJPMJPMorgan Chase & Co.$3,972,301$44,001 ▲1.1%12,0070.4%FinanceIBKRInteractive Brokers Group$3,590,672$2,221 ▼-0.1%42,0350.4%FinanceBLBDBlue Bird$3,570,593$54,668 ▲1.6%64,3350.4%IndustrialsCAHCardinal Health$3,394,806$41,161 ▲1.2%15,2580.3%HealthcareLQDALiquidia$3,249,591$504,676 ▼-13.4%107,3890.3%HealthcareORIOld Republic International$3,239,451$44,698 ▲1.4%86,8250.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$3,222,105$92,078 ▲2.9%36,0780.3%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$2,734,942$121,338 ▼-4.2%59,6630.3%ETFEXXONMOBIL HOLDINGS CORP$2,331,666$2,331,666 ▲New Holding14,3270.2%COM SHSNTSXWisdomTree U.S. Efficient Core Fund$2,273,760$8,767 ▼-0.4%38,9010.2%ETFQQQInvesco QQQ$2,161,989$579,883 ▼-21.1%2,9230.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,736,267$6,431 ▼-0.4%17,8190.2%ETFPSMDPacer Swan SOS Moderate (January) ETF$1,643,002$230,223 ▲16.3%46,7160.2%ETFIVViShares Core S&P 500 ETF$1,609,296$214,471 ▼-11.8%2,1010.2%ETFMOODRelative Sentiment Tactical Allocation ETF$1,604,435$174,789 ▲12.2%36,0010.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,587,822$2,221 ▲0.1%5,0040.2%ETFBLACKROCK ETF TRUST$1,578,638$1,578,638 ▲New Holding52,8680.2%ISHA SYST AL ETFQUALiShares MSCI USA Quality Factor ETF$1,475,028$113,122 ▼-7.1%6,6370.1%ETFFMBFirst Trust Managed Municipal ETF$1,383,410$46,090 ▲3.4%28,9050.1%ETFEFAiShares MSCI EAFE ETF$1,306,073$136,196 ▼-9.4%12,5720.1%ETFShowing largest 100 holdings. 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