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 151–171 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| CLOZ | SERIES PORTFOLIOS TR | 10K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 27K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 783 | $100K–$500K | SH |
| DWMF | WISDOMTREE TR | 8K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 242 | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| SHYM | BLACKROCK ETF TRUST II | 12K | $100K–$500K | SH |
| BIO | BIO RAD LABS INC | 839 | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| OIA | INVESCO MUNI INCOME OPP TRST | 39K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| USXF | ISHARES TR | 4K | $100K–$500K | SH |
| VLUE | ISHARES TR | 1K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 14K | $100K–$500K | SH |
| RELL | RICHARDSON ELECTRS LTD | 10K | $100K–$500K | SH |
| PAYO | PAYONEER GLOBAL INC | 19K | $100K–$500K | SH |