CIK 1749914
Insight Wealth Strategies, LLC
Institutional 13F holdings & portfolio
Holdings
171
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 220K | $1M+ | SH |
| LQD | ISHARES TR | 277K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 399K | $1M+ | SH |
| TLT | ISHARES TR | 321K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 650K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 452K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 224K | $1M+ | SH |
| TFLR | T ROWE PRICE ETF INC | 484K | $1M+ | SH |
| IGLB | ISHARES TR | 476K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 595K | $1M+ | SH |
| QUAL | ISHARES TR | 95K | $1M+ | SH |
| PFF | ISHARES TR | 575K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 320K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 637K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 351K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 85K | $1M+ | SH |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | 647K | $1M+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 640K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 84K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 91K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 109K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 125K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 91K | $1M+ | SH |
| AAPL | APPLE INC | 46K | $1M+ | SH |
| USMV | ISHARES TR | 130K | $1M+ | SH |
| BKGI | BNY MELLON ETF TRUST | 263K | $1M+ | SH |
| SAMT | ADVISORS INNER CIRCLE FD III | 246K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 60K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 22K | $1M+ | SH |
| HEZU | ISHARES TR | 182K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| IEMG | ISHARES INC | 115K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 25K | $1M+ | SH |
| KLAC | KLA CORP | 6K | $1M+ | SH |
| GOOGL | ALPHABET INC | 21K | $1M+ | SH |
| AMZN | AMAZON COM INC | 28K | $1M+ | SH |
| MRK | MERCK & CO INC | 60K | $1M+ | SH |
| CENX | CENTURY ALUM CO | 154K | $1M+ | SH |
| COR | CENCORA INC | 17K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 7K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 16K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 30K | $1M+ | SH |
| AVGO | BROADCOM INC | 16K | $1M+ | SH |
| MCO | MOODYS CORP | 10K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 6K | $1M+ | SH |
| BIIB | BIOGEN INC | 29K | $1M+ | SH |
| GWW | GRAINGER W W INC | 5K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 68K | $1M+ | SH |
| CNC | CENTENE CORP DEL | 122K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 109K | $1M+ | SH |