Insight Wealth Strategies, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Insight Wealth Strategies, Llc disclosed 192 stock positions valued at approximately $1.01B as of quarter-end September 30, 2026. The largest holdings include INVESCO EXCH TRADED FD TR II, LEGG MASON ETF INVT, and BLACKROCK ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 192
- Portfolio Value
- $1.01B
Holdings by Sector
Insight Wealth Strategies, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 3.70% | 247,018 | +31,588 | +14.66% | $37,442,999 |
| LEGG MASON ETF INVT | LVHI | Other | 3.65% | 885,376 | +206,204 | +30.36% | $36,929,053 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.34% | 486,949 | -2,808 | -0.57% | $33,726,078 |
| CHEVRON CORPORATION | CVX | Energy | 3.27% | 161,957 | -9,446 | -5.51% | $33,073,181 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.02% | 445,844 | +25,518 | +6.07% | $30,540,297 |
| PGIM ETF TR | PAAA | Other | 2.92% | 576,138 | -79,844 | -12.17% | $29,550,136 |
| ISHARES TR | GARP | Other | 2.91% | 345,059 | +89,112 | +34.82% | $29,419,742 |
| VANECK ETF TRUST | FLTR | Other | 2.88% | 1,138,827 | +33,112 | +2.99% | $29,142,585 |
| ISHARES TR | VLUE | Other | 2.71% | 138,537 | -12,949 | -8.55% | $27,430,293 |
| ISHARES TR | TLT | Other | 2.54% | 330,227 | +13,268 | +4.19% | $25,685,065 |
| VANGUARD MALVERN FDS | VPLS | Other | 2.26% | 309,237 | +7,530 | +2.50% | $22,886,596 |
| ISHARES TR | USHY | Other | 2.21% | 626,335 | +626,335 | +100.00% | $22,372,681 |
| SCHWAB STRATEGIC TR | FNDF | Other | 2.06% | 387,160 | +3,505 | +0.91% | $20,809,846 |
| LAM RESEARCH CORP | LRCX | Technology | 2.00% | 61,398 | +592 | +0.97% | $20,169,772 |
| ABRDN ETFS | BCI | Other | 1.95% | 761,713 | +761,713 | +100.00% | $19,705,515 |
| T ROWE PRICE EXCHANGE-TRADED | TFLR | Other | 1.92% | 383,452 | -174,229 | -31.24% | $19,364,346 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.75% | 397,559 | +397,559 | +100.00% | $17,655,611 |
| ISHARES TR | IGLB | Other | 1.74% | 384,496 | -111,500 | -22.48% | $17,556,086 |
| APPLE INC | AAPL | Technology | 1.56% | 47,432 | +114 | +0.24% | $15,795,858 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 1.54% | 255,416 | -130,316 | -33.78% | $15,590,583 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.47% | 126,132 | -157 | -0.12% | $14,854,573 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.29% | 66,724 | -5,821 | -8.02% | $13,061,213 |
| TIDAL TRUST I | HFGM | Other | 1.21% | 388,918 | +12,248 | +3.25% | $12,189,651 |
| SIMPLIFY EXCHANGE TRADED FUN | CDX | Other | 1.13% | 566,973 | -197,355 | -25.82% | $11,435,855 |
| ISHARES TR | IGV | Other | 1.13% | 107,147 | +107,147 | +100.00% | $11,409,013 |
| ADVISORS INNER CIRCLE FD III | SAMT | Other | 1.04% | 252,888 | +1,116 | +0.44% | $10,540,375 |
| MICROSOFT CORP | MSFT | Technology | 1.00% | 19,681 | -344 | -1.72% | $10,094,506 |
| ISHARES INC | IEMG | Other | 0.94% | 116,932 | -95,741 | -45.02% | $9,490,209 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 0.91% | 9,937 | +138 | +1.41% | $9,165,208 |
| KLA CORP | KLAC | Technology | 0.86% | 44,707 | +632 | +1.43% | $8,714,639 |
Showing 30 of 192 holdings in the latest reporting period.
Insight Wealth Strategies, Llc Options Holdings in Q3 2026