Insight Wealth Strategies, Llc Portfolio Stock Holdings
Insight Wealth Strategies, Llc disclosed 177 stock positions valued at approximately $895.7 million in its latest SEC 13F filing. The largest holdings include CHEVRON CORPORATION, GOLDMAN SACHS ETF TR, and BLACKROCK ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 177
- Portfolio Value
- $895.7M
Holdings by Sector
Insight Wealth Strategies, Llc Portfolio Holdings in Q1 2026
167 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHEVRON CORPORATION | CVX | Energy | 4.05% | 175,223 | -44,635 | -20.30% | $36,253,680 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 3.14% | 652,469 | +2,693 | +0.41% | $28,141,006 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.08% | 474,784 | +22,623 | +5.00% | $27,622,907 |
| ISHARES TR | LQD | Other | 3.06% | 251,203 | -25,452 | -9.20% | $27,378,567 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.02% | 361,651 | -36,999 | -9.28% | $27,022,571 |
| LEGG MASON ETF INVT | LVHI | Other | 2.83% | 626,028 | +30,870 | +5.19% | $25,379,177 |
| ISHARES TR | IGLB | Other | 2.75% | 495,996 | +19,525 | +4.10% | $24,616,301 |
| ISHARES TR | VLUE | Other | 2.46% | 154,871 | +153,389 | +10350.13% | $22,021,159 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.35% | 188,038 | -35,548 | -15.90% | $21,080,977 |
| JANUS DETROIT STR TR | JMBS | Other | 2.29% | 453,389 | +102,533 | +29.22% | $20,484,097 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 2.26% | 368,510 | +48,973 | +15.33% | $20,209,068 |
| INVESCO EXCH TRADED FD TR II | PGHY | Other | 1.80% | 831,758 | +831,758 | +100.00% | $16,144,424 |
| LAM RESEARCH CORP | LRCX | Other | 1.65% | 69,168 | -16,054 | -18.84% | $14,778,443 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 1.57% | 666,189 | +25,833 | +4.03% | $14,056,584 |
| T ROWE PRICE ETF INC | TFLR | Other | 1.55% | 275,770 | -207,748 | -42.97% | $13,887,777 |
| ISHARES TR | QUAL | Other | 1.54% | 71,720 | -23,490 | -24.67% | $13,756,547 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.53% | 124,387 | -392 | -0.31% | $13,741,070 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.49% | 92,075 | +1,016 | +1.12% | $13,352,711 |
| ISHARES INC | IEMG | Other | 1.45% | 185,574 | +70,586 | +61.39% | $12,943,815 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.40% | 85,647 | +1,580 | +1.88% | $12,556,709 |
| ISHARES TR | STIP | Other | 1.37% | 118,544 | +118,544 | +100.00% | $12,260,984 |
| APPLE INC | AAPL | Technology | 1.29% | 45,628 | +27 | +0.06% | $11,580,027 |
| ISHARES TR | IHE | Other | 1.15% | 118,692 | +118,692 | +100.00% | $10,288,206 |
| ISHARES TR | HEZU | Other | 1.14% | 234,524 | +52,231 | +28.65% | $10,248,695 |
| ADVISORS INNER CIRCLE FD III | SAMT | Other | 1.09% | 248,837 | +2,417 | +0.98% | $9,771,840 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.08% | 72,775 | +12,984 | +21.72% | $9,671,793 |
| CENTURY ALUM CO | CENX | Basic Materials | 0.96% | 146,024 | -8,042 | -5.22% | $8,570,149 |
| VANECK ETF TRUST | EMLC | Other | 0.94% | 333,725 | -303,514 | -47.63% | $8,379,828 |
| JANUS DETROIT STR TR | JBBB | Other | 0.90% | 173,270 | +173,270 | +100.00% | $8,075,259 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 0.89% | 93,009 | -2,745 | -2.87% | $7,978,312 |
| KLA CORP | KLAC | Technology | 0.86% | 5,214 | -351 | -6.31% | $7,677,118 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.85% | 19,464 | -5,914 | -23.30% | $7,625,393 |
| COMFORT SYS USA INC | FIX | Industrials | 0.84% | 5,437 | -185 | -3.29% | $7,497,032 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.78% | 23,134 | +813 | +3.64% | $6,997,557 |
| MICROSOFT CORP | MSFT | Technology | 0.77% | 18,649 | +2,510 | +15.55% | $6,903,484 |
| DEVON ENERGY CORP NEW | DVN | Energy | 0.77% | 136,395 | +136,395 | +100.00% | $6,863,384 |
| ISHARES TR | PFF | Other | 0.76% | 225,271 | -349,772 | -60.83% | $6,830,223 |
| BROADCOM INC | AVGO | Technology | 0.69% | 19,964 | +4,119 | +26.00% | $6,179,057 |
| MERCK & CO INC | MRK | Healthcare | 0.68% | 50,288 | -9,815 | -16.33% | $6,049,198 |
| ALPHABET INC | GOOGL | Communication Services | 0.67% | 20,988 | +138 | +0.66% | $6,035,350 |
| MOODYS CORP | MCO | Financial Services | 0.66% | 13,532 | +3,057 | +29.18% | $5,903,321 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.66% | 28,192 | +235 | +0.84% | $5,871,642 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.65% | 95,888 | -13,320 | -12.20% | $5,853,939 |
| CDW CORP | CDW | Technology | 0.64% | 47,731 | +17,109 | +55.87% | $5,776,357 |
| WW GRAINGER INC | GWW | Industrials | 0.64% | 5,277 | +232 | +4.60% | $5,755,968 |
| WEATHERFORD INTL PLC | WFRD | Other | 0.64% | 60,221 | -1,469 | -2.38% | $5,695,738 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.63% | 12,916 | +1,663 | +14.78% | $5,605,370 |
| CENCORA INC | COR | Healthcare | 0.62% | 17,671 | +199 | +1.14% | $5,551,087 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.61% | 19,633 | +3,909 | +24.86% | $5,482,484 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.61% | 52,944 | +15,014 | +39.58% | $5,435,740 |
| BIOGEN INC | BIIB | Healthcare | 0.60% | 29,346 | +386 | +1.33% | $5,380,002 |
| LIQUIDIA CORPORATION | LQDA | Healthcare | 0.60% | 142,402 | +584 | +0.41% | $5,374,251 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 30,602 | +1,065 | +3.61% | $5,336,920 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.59% | 6,884 | -612 | -8.16% | $5,319,113 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.59% | 15,965 | +2,728 | +20.61% | $5,250,833 |
| HUNTINGTON INGALLS INDS INC | HII | Industrials | 0.56% | 13,223 | +13,223 | +100.00% | $5,023,560 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 0.55% | 69,926 | +2,131 | +3.14% | $4,968,976 |
| MCKESSON CORP | MCK | Healthcare | 0.55% | 5,725 | -26 | -0.45% | $4,954,228 |
| VISTANCE NETWORKS INC | COMM | Technology | 0.50% | 247,626 | +4,065 | +1.67% | $4,506,793 |
| FORTINET INC | FTNT | Technology | 0.50% | 54,886 | -1,241 | -2.21% | $4,485,284 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.49% | 6,753 | +86 | +1.29% | $4,391,991 |
| VANECK ETF TRUST | HYD | Other | 0.48% | 86,454 | +19,072 | +28.30% | $4,334,794 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.48% | 27,555 | +380 | +1.40% | $4,285,373 |
| ISHARES TR | MBB | Other | 0.47% | 44,638 | +3,021 | +7.26% | $4,238,363 |
| ISHARES TR | MUB | Other | 0.47% | 39,438 | +2,169 | +5.82% | $4,186,295 |
| ISHARES TR | FLOT | Other | 0.46% | 80,365 | +791 | +0.99% | $4,094,577 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.45% | 21,423 | +522 | +2.50% | $4,065,038 |
| KROGER CO | KR | Consumer Defensive | 0.45% | 56,125 | +1,575 | +2.89% | $4,061,235 |
| BLOCK INC | SQ | Technology | 0.45% | 67,044 | +1,114 | +1.69% | $4,034,688 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.45% | 27,458 | +376 | +1.39% | $4,016,558 |
| CENTENE CORP DEL | CNC | Healthcare | 0.45% | 122,138 | +579 | +0.48% | $3,998,798 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.44% | 78,399 | +6,627 | +9.23% | $3,911,333 |
| IDEXX LABS INC | IDXX | Healthcare | 0.43% | 6,781 | +60 | +0.89% | $3,810,176 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.43% | 18,722 | +96 | +0.52% | $3,808,616 |
| QUALCOMM INC | QCOM | Technology | 0.42% | 29,505 | +1,024 | +3.60% | $3,799,689 |
| BLUE BIRD CORP | BLBD | Industrials | 0.42% | 65,844 | -200 | -0.30% | $3,739,281 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.42% | 18,848 | +673 | +3.70% | $3,737,347 |
| ALPHABET INC | GOOG | Communication Services | 0.40% | 12,401 | +66 | +0.54% | $3,557,278 |
| ASTRANA HEALTH INC | ASTH | Healthcare | 0.39% | 143,291 | +1,650 | +1.16% | $3,513,495 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.38% | 11,462 | +610 | +5.62% | $3,371,677 |
| CINTAS CORP | CTAS | Industrials | 0.37% | 19,428 | +19 | +0.10% | $3,286,063 |
| WASTE MGMT INC DEL | WM | Industrials | 0.35% | 13,602 | +1,053 | +8.39% | $3,125,661 |
| ISHARES TR | IEF | Other | 0.35% | 32,607 | +957 | +3.02% | $3,112,003 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.33% | 14,049 | -2,263 | -13.87% | $2,968,667 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.33% | 43,894 | +589 | +1.36% | $2,943,957 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 0.33% | 21,545 | +1,684 | +8.48% | $2,913,580 |
| EXXON MOBIL CORP | XOM | Energy | 0.31% | 16,367 | -1,065 | -6.11% | $2,776,847 |
| OLD REP INTL CORP | ORI | Financial Services | 0.31% | 69,424 | +7,348 | +11.84% | $2,770,008 |
| ISHARES TR | EMB | Other | 0.28% | 26,848 | -850 | -3.07% | $2,521,826 |
| ISHARES TR | TLT | Other | 0.28% | 29,070 | -291,876 | -90.94% | $2,520,073 |
| SPDR SERIES TRUST | JNK | Other | 0.28% | 25,855 | -728 | -2.74% | $2,474,866 |
| WALMART INC | WMT | Consumer Defensive | 0.27% | 19,560 | +406 | +2.12% | $2,430,894 |
| INVESCO QQQ TR | QQQ | Other | 0.27% | 4,182 | -83 | -1.95% | $2,413,633 |
| WISDOMTREE TR | NTSX | Other | 0.22% | 37,569 | +991 | +2.71% | $1,959,247 |
| ISHARES TR | USMV | Other | 0.20% | 19,475 | -110,151 | -84.98% | $1,806,143 |
| ISHARES TR | EFA | Other | 0.15% | 13,758 | +695 | +5.32% | $1,336,276 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.15% | 26,129 | +1,345 | +5.43% | $1,323,720 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 0.14% | 55,818 | -289 | -0.52% | $1,283,823 |
| ISHARES TR | MTUM | Other | 0.13% | 4,999 | -694 | -12.19% | $1,199,816 |
| ISHARES TR | IVV | Other | 0.12% | 1,675 | -59 | -3.40% | $1,094,276 |