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 101–150 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 3K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| HFGM | TIDAL TRUST I | 37K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 38K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 12K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 21K | $500K+ | SH |
| IUSG | ISHARES TR | 6K | $500K+ | SH |
| PAAA | PGIM ETF TR | 19K | $500K+ | SH |
| IVVW | ISHARES TR | 20K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| TJX | TJX COS INC NEW | 6K | $500K+ | SH |
| CAIE | CALAMOS ETF TR | 31K | $500K+ | SH |
| DGRO | ISHARES TR | 12K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 30K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 4K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| PSMD | PACER FDS TR | 20K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| IVW | ISHARES TR | 4K | $500K+ | SH |
| EFAV | ISHARES TR | 6K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 3K | $100K–$500K | SH |
| IQLT | ISHARES TR | 10K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| IAGG | ISHARES TR | 8K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| LCTU | BLACKROCK ETF TRUST | 5K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| EUHY | ISHARES INC | 7K | $100K–$500K | SH |
| PICB | INVESCO EXCH TRADED FD TR II | 15K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 7K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 935 | $100K–$500K | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 14K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| IPKW | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 764 | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| FLJP | FRANKLIN TEMPLETON ETF TR | 9K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 3K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 739 | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |