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

About Insight Wealth Strategies, LLC

Investment Activity

Insight Wealth Strategies, LLC has $895.70 million in total holdings as of March 31, 2026.
Insight Wealth Strategies, LLC owns shares of 177 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 16.63% of the portfolio was purchased this quarter.
About 15.72% of the portfolio was sold this quarter.
This quarter, Insight Wealth Strategies, LLC has purchased 171 new stocks and bought additional shares in 102 stocks.
Insight Wealth Strategies, LLC sold shares of 51 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Chevron: $36,253,680
Goldman Sachs ActiveBeta International Equity ETF: $28,141,006
iShares U.S. Equity Factor Rotation Active ETF: $27,622,907
iShares iBoxx $ Investment Grade Corporate Bond ETF: $27,378,567
Vanguard Long-Term Corporate Bond ETF: $27,022,571

Largest New Holdings this Quarter

922020755 - VANGUARD MALVERN FDS: $26,621,209 Holding
46138E669 - Invesco Global ex-US High Yield Corporate Bond ETF: $16,144,424 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF: $12,260,984 Holding
464288836 - iShares U.S. Pharmaceuticals ETF: $10,288,206 Holding
47103U753 - Janus Henderson B-BBB CLO ETF: $8,075,259 Holding

Largest Purchases this Quarter

VANGUARD MALVERN FDS: 343,106 shares (about $26.62M)
iShares MSCI USA Value Factor ETF: 153,389 shares (about $21.81M)
Invesco Global ex-US High Yield Corporate Bond ETF: 831,758 shares (about $16.14M)
iShares 0-5 Year TIPS Bond ETF: 118,544 shares (about $12.26M)
iShares U.S. Pharmaceuticals ETF: 118,692 shares (about $10.29M)

Largest Sales this Quarter

iShares 20+ Year Treasury Bond ETF: 291,876 shares (about $25.30M)
Vanguard High Dividend Yield ETF: 87,567 shares (about $12.97M)
iShares Preferred and Income Securities ETF: 349,772 shares (about $10.61M)
T. Rowe Price Floating Rate ETF: 207,748 shares (about $10.46M)
iShares MSCI USA Min Vol Factor ETF: 110,151 shares (about $10.22M)

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
CVX Chevron	$36,253,680	$9,234,992 ▼	-20.3%	175,223	4.0%	Energy
GSIE Goldman Sachs ActiveBeta International Equity ETF	$28,141,006	$116,149 ▲	0.4%	652,469	3.1%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$27,622,907	$1,316,205 ▲	5.0%	474,784	3.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$27,378,567	$2,774,009 ▼	-9.2%	251,203	3.1%	Finance
VCLT Vanguard Long-Term Corporate Bond ETF	$27,022,571	$2,764,566 ▼	-9.3%	361,651	3.0%	Manufacturing
VANGUARD MALVERN FDS	$26,621,209	$26,621,209 ▲	New Holding	343,106	3.0%	CORE-PLUS BD ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$25,379,177	$1,251,470 ▲	5.2%	626,028	2.8%	ETF
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF	$24,616,301	$969,027 ▲	4.1%	495,996	2.7%	ETF
VLUE iShares MSCI USA Value Factor ETF	$22,021,159	$21,810,433 ▲	10,350.1%	154,871	2.5%	ETF
SPMO Invesco S&P 500 Momentum ETF	$21,080,977	$3,985,293 ▼	-15.9%	188,038	2.4%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$20,484,097	$4,632,437 ▲	29.2%	453,389	2.3%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$20,209,068	$2,685,677 ▲	15.3%	368,510	2.3%	ETF
PGHY Invesco Global ex-US High Yield Corporate Bond ETF	$16,144,424	$16,144,424 ▲	New Holding	831,758	1.8%	ETF
LAM RESEARCH CORP	$14,778,443	$3,430,100 ▼	-18.8%	69,168	1.6%	COM NEW
CDX Simplify High Yield ETF	$14,513,291	$701,360 ▲	5.1%	680,098	1.6%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$14,056,584	$545,076 ▲	4.0%	666,189	1.6%	ETF
TFLR T. Rowe Price Floating Rate ETF	$13,887,777	$10,462,189 ▼	-43.0%	275,770	1.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$13,756,547	$4,505,595 ▼	-24.7%	71,720	1.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$13,741,070	$43,304 ▼	-0.3%	124,387	1.5%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$13,352,711	$147,340 ▲	1.1%	92,075	1.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$12,943,815	$4,923,384 ▲	61.4%	185,574	1.4%	ETF
XLV Health Care Select Sector SPDR Fund	$12,556,709	$231,644 ▲	1.9%	85,647	1.4%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$12,260,984	$12,260,984 ▲	New Holding	118,544	1.4%	ETF
BKGI BNY Mellon Global Infrastructure Income ETF	$11,794,612	$63,024 ▲	0.5%	264,809	1.3%	ETF
AAPL Apple	$11,580,027	$6,852 ▲	0.1%	45,628	1.3%	Computer and Technology
IHE iShares U.S. Pharmaceuticals ETF	$10,288,206	$10,288,206 ▲	New Holding	118,692	1.1%	ETF
HEZU iShares Currency Hedged MSCI Eurozone ETF	$10,248,695	$2,282,494 ▲	28.7%	234,524	1.1%	ETF
SAMT Strategas Macro Thematic Opportunities ETF	$9,771,840	$94,916 ▲	1.0%	248,837	1.1%	ETF
XLK Technology Select Sector SPDR Fund	$9,671,793	$1,725,573 ▲	21.7%	72,775	1.1%	ETF
CENX Century Aluminum	$8,570,149	$471,985 ▼	-5.2%	146,024	1.0%	Industrials
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$8,379,828	$7,621,230 ▼	-47.6%	333,725	0.9%	ETF
JBBB Janus Henderson B-BBB CLO ETF	$8,075,259	$8,075,259 ▲	New Holding	173,270	0.9%	ETF
DIGITALOCEAN HLDGS INC	$7,978,312	$235,466 ▼	-2.9%	93,009	0.9%	COM
KLAC KLA	$7,677,118	$516,814 ▼	-6.3%	5,214	0.9%	Computer and Technology
STX Seagate Technology	$7,625,393	$2,316,922 ▼	-23.3%	19,464	0.9%	Computer and Technology
FIX Comfort Systems USA	$7,497,032	$255,095 ▼	-3.3%	5,437	0.8%	Construction
AXP American Express	$6,997,557	$245,916 ▲	3.6%	23,134	0.8%	Finance
MSFT Microsoft	$6,903,484	$929,151 ▲	15.6%	18,649	0.8%	Computer and Technology
DVN Devon Energy	$6,863,384	$6,863,384 ▲	New Holding	136,395	0.8%	Energy
PFF iShares Preferred and Income Securities ETF	$6,830,223	$10,605,097 ▼	-60.8%	225,271	0.8%	ETF
AVGO Broadcom	$6,179,057	$1,274,872 ▲	26.0%	19,964	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$6,049,198	$1,180,657 ▼	-16.3%	50,288	0.7%	Medical
GOOGL Alphabet	$6,035,350	$39,684 ▲	0.7%	20,988	0.7%	Computer and Technology
MCO Moody's	$5,903,321	$1,333,613 ▲	29.2%	13,532	0.7%	Finance
AMZN Amazon.com	$5,871,642	$48,944 ▲	0.8%	28,192	0.7%	Retail/Wholesale
BKR Baker Hughes	$5,853,939	$813,183 ▼	-12.2%	95,888	0.7%	Energy
CDW CDW	$5,776,357	$2,070,514 ▲	55.9%	47,731	0.6%	Computer and Technology
GWW W.W. Grainger	$5,755,968	$253,058 ▲	4.6%	5,277	0.6%	Industrials
WFRD Weatherford International	$5,695,738	$138,939 ▼	-2.4%	60,221	0.6%	Energy
MSI Motorola Solutions	$5,605,370	$721,720 ▲	14.8%	12,916	0.6%	Computer and Technology
COR Cencora	$5,551,087	$62,513 ▲	1.1%	17,671	0.6%	Medical
CEG Constellation Energy	$5,482,484	$1,091,582 ▲	24.9%	19,633	0.6%	Energy
ABT Abbott Laboratories	$5,435,740	$1,541,482 ▲	39.6%	52,944	0.6%	Medical
BIIB Biogen	$5,380,002	$70,765 ▲	1.3%	29,346	0.6%	Medical
LQDA Liquidia	$5,374,251	$22,040 ▲	0.4%	142,402	0.6%	Medical
NVDA NVIDIA	$5,336,920	$185,734 ▲	3.6%	30,602	0.6%	Computer and Technology
REGN Regeneron Pharmaceuticals	$5,319,113	$472,879 ▼	-8.2%	6,884	0.6%	Medical
HD Home Depot	$5,250,833	$897,230 ▲	20.6%	15,965	0.6%	Retail/Wholesale
HII Huntington Ingalls Industries	$5,023,560	$5,023,560 ▲	New Holding	13,223	0.6%	Aerospace
SWK Stanley Black & Decker	$4,968,976	$151,430 ▲	3.1%	69,926	0.6%	Industrials
MCK McKesson	$4,954,228	$22,500 ▼	-0.5%	5,725	0.6%	Medical
XPRO Expro Group	$4,708,517	$51,725 ▲	1.1%	270,449	0.5%	Energy
COMM CommScope	$4,506,793	$73,983 ▲	1.7%	247,626	0.5%	Computer and Technology
FTNT Fortinet	$4,485,284	$101,415 ▼	-2.2%	54,886	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,391,991	$55,932 ▲	1.3%	6,753	0.5%	Finance
HYD VanEck High Yield Muni ETF	$4,334,794	$956,268 ▲	28.3%	86,454	0.5%	ETF
LDOS Leidos	$4,285,373	$59,098 ▲	1.4%	27,555	0.5%	Computer and Technology
MBB iShares MBS ETF	$4,238,363	$286,843 ▲	7.3%	44,638	0.5%	ETF
MUB iShares National Muni Bond ETF	$4,186,295	$230,237 ▲	5.8%	39,438	0.5%	ETF
FLOT iShares Floating Rate Bond ETF	$4,094,577	$40,301 ▲	1.0%	80,365	0.5%	ETF
VRSK Verisk Analytics	$4,065,038	$99,050 ▲	2.5%	21,423	0.5%	Business Services
KR Kroger	$4,061,235	$113,968 ▲	2.9%	56,125	0.5%	Retail/Wholesale
BLOCK INC	$4,034,688	$67,040 ▲	1.7%	67,044	0.5%	CL A
PALANTIR TECHNOLOGIES INC	$4,016,558	$55,001 ▲	1.4%	27,458	0.4%	CL A
CNC Centene	$3,998,798	$18,956 ▲	0.5%	122,138	0.4%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$3,911,333	$330,622 ▲	9.2%	78,399	0.4%	ETF
IDXX IDEXX Laboratories	$3,810,176	$33,713 ▲	0.9%	6,781	0.4%	Medical
AMD Advanced Micro Devices	$3,808,616	$19,529 ▲	0.5%	18,722	0.4%	Computer and Technology
QCOM Qualcomm	$3,799,689	$131,872 ▲	3.6%	29,505	0.4%	Computer and Technology
BLBD Blue Bird	$3,739,281	$11,358 ▼	-0.3%	65,844	0.4%	Auto/Tires/Trucks
ACN Accenture	$3,737,347	$133,448 ▲	3.7%	18,848	0.4%	Computer and Technology
GOOG Alphabet	$3,557,278	$18,932 ▲	0.5%	12,401	0.4%	Computer and Technology
ASTRANA HEALTH INC	$3,513,495	$40,458 ▲	1.2%	143,291	0.4%	COM NEW
JPM JPMorgan Chase & Co.	$3,371,677	$179,438 ▲	5.6%	11,462	0.4%	Finance
CTAS Cintas	$3,286,063	$3,214 ▲	0.1%	19,428	0.4%	Business Services
WM Waste Management	$3,125,661	$241,973 ▲	8.4%	13,602	0.3%	Business Services
IEF iShares 7-10 Year Treasury Bond ETF	$3,112,003	$91,336 ▲	3.0%	32,607	0.3%	ETF
CAH Cardinal Health	$2,968,667	$478,190 ▼	-13.9%	14,049	0.3%	Medical
IBKR Interactive Brokers Group	$2,943,957	$39,504 ▲	1.4%	43,894	0.3%	Finance
HIG The Hartford Insurance Group	$2,913,580	$227,731 ▲	8.5%	21,545	0.3%	Finance
XOM ExxonMobil	$2,776,847	$180,689 ▼	-6.1%	16,367	0.3%	Energy
ORI Old Republic International	$2,770,008	$293,184 ▲	11.8%	69,424	0.3%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,521,826	$79,840 ▼	-3.1%	26,848	0.3%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$2,520,073	$25,302,677 ▼	-90.9%	29,070	0.3%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$2,474,866	$69,685 ▼	-2.7%	25,855	0.3%	Finance
WALMART INC	$2,430,894	$50,457 ▲	2.1%	19,560	0.3%	COM
QQQ Invesco QQQ	$2,413,633	$47,903 ▼	-1.9%	4,182	0.3%	Finance
NTSX WisdomTree U.S. Efficient Core Fund	$1,959,247	$51,681 ▲	2.7%	37,569	0.2%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$1,806,143	$10,215,582 ▼	-85.0%	19,475	0.2%	ETF
TIDAL TRUST I	$1,638,349	$453,389 ▲	38.3%	51,103	0.2%	UNLIMITED HFGM

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