Insight Wealth Strategies, Llc Portfolio Stock Holdings
Insight Wealth Strategies, Llc disclosed 182 stock positions valued at approximately $1.0 billion in its latest SEC 13F filing. The largest holdings include PGIM ETF TR, INVESCO EXCH TRADED FD TR II, and BLACKROCK ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 182
- Portfolio Value
- $1.0B
Holdings by Sector
Insight Wealth Strategies, Llc Portfolio Holdings in Q2 2026
171 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PGIM ETF TR | PAAA | Other | 3.28% | 655,982 | +637,214 | +3395.22% | $33,645,339 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 3.27% | 215,430 | +27,392 | +14.57% | $33,460,653 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.23% | 489,757 | +14,973 | +3.15% | $33,058,614 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 3.06% | 420,326 | +58,675 | +16.22% | $31,377,304 |
| ISHARES TR | VLUE | Other | 2.89% | 151,486 | -3,385 | -2.19% | $29,610,906 |
| CHEVRON CORPORATION | CVX | Energy | 2.77% | 171,403 | -3,820 | -2.18% | $28,399,780 |
| VANECK ETF TRUST | FLTR | Other | 2.76% | 1,105,715 | +1,105,715 | +100.00% | $28,228,904 |
| T ROWE PRICE EXCHANGE-TRADED | TFLR | Other | 2.74% | 557,681 | +281,911 | +102.23% | $28,101,527 |
| LEGG MASON ETF INVT | LVHI | Other | 2.68% | 679,172 | +53,144 | +8.49% | $27,438,541 |
| ISHARES TR | TLT | Other | 2.65% | 316,959 | +287,889 | +990.33% | $27,106,325 |
| LAM RESEARCH CORP | LRCX | Other | 2.32% | 60,806 | -8,362 | -12.09% | $23,790,776 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 2.25% | 385,732 | +17,222 | +4.67% | $23,097,648 |
| INVESCO EXCH TRADED FD TR II | VRP | Other | 2.21% | 930,732 | +930,732 | +100.00% | $22,654,024 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.95% | 383,655 | +383,655 | +100.00% | $20,007,624 |
| SPDR SERIES TRUST | KRE | Other | 1.84% | 247,026 | +247,026 | +100.00% | $18,818,451 |
| ISHARES TR | STIP | Other | 1.82% | 184,565 | +66,021 | +55.69% | $18,665,070 |
| ISHARES INC | IEMG | Other | 1.67% | 212,673 | +27,099 | +14.60% | $17,147,858 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.53% | 126,289 | +1,902 | +1.53% | $15,703,987 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.51% | 93,115 | +1,040 | +1.13% | $15,457,069 |
| APPLE INC | AAPL | Technology | 1.36% | 47,318 | +1,690 | +3.70% | $13,929,411 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.31% | 72,545 | -230 | -0.32% | $13,465,851 |
| ISHARES TR | IHE | Other | 1.18% | 122,642 | +3,950 | +3.33% | $12,054,501 |
| ADVISORS INNER CIRCLE FD III | SAMT | Other | 1.15% | 251,772 | +2,935 | +1.18% | $11,777,912 |
| KLA CORP | KLAC | Technology | 1.15% | 44,075 | +38,861 | +745.32% | $11,732,443 |
| LIQUIDIA CORPORATION | LQDA | Healthcare | 0.96% | 124,067 | -18,335 | -12.88% | $9,840,994 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 0.90% | 63,882 | -29,127 | -31.32% | $9,236,060 |
| FORTINET INC | FTNT | Technology | 0.90% | 58,043 | +3,157 | +5.75% | $9,227,676 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.88% | 9,799 | -9,665 | -49.66% | $8,968,376 |
| COMFORT SYS USA INC | FIX | Industrials | 0.84% | 4,636 | -801 | -14.73% | $8,646,988 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 0.75% | 84,301 | +14,375 | +20.56% | $7,700,084 |
| MICROSOFT CORP | MSFT | Technology | 0.75% | 20,025 | +1,376 | +7.38% | $7,695,294 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.74% | 21,512 | +5,547 | +34.74% | $7,547,392 |
| NVIDIA CORPORATION | NVDA | Technology | 0.73% | 37,918 | +7,316 | +23.91% | $7,491,771 |
| ALPHABET INC | GOOGL | Communication Services | 0.72% | 20,481 | -507 | -2.42% | $7,398,018 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.71% | 30,273 | +2,081 | +7.38% | $7,317,093 |
| BIOGEN INC | BIIB | Healthcare | 0.70% | 34,320 | +4,974 | +16.95% | $7,198,277 |
| WW GRAINGER INC | GWW | Industrials | 0.70% | 5,341 | +64 | +1.21% | $7,147,331 |
| ASTRANA HEALTH INC | ASTH | Healthcare | 0.70% | 143,289 | -2 | -0.00% | $7,137,225 |
| INCYTE CORP | INCY | Healthcare | 0.69% | 62,175 | +62,175 | +100.00% | $7,076,137 |
| CENCORA INC | COR | Healthcare | 0.68% | 24,319 | +6,648 | +37.62% | $7,014,107 |
| APPLOVIN CORP | APP | Technology | 0.68% | 12,290 | +12,290 | +100.00% | $6,939,057 |
| POPULAR INC | BPOP | Financial Services | 0.67% | 41,032 | +41,032 | +100.00% | $6,913,892 |
| TERADYNE INC | TER | Technology | 0.67% | 16,174 | +16,174 | +100.00% | $6,911,797 |
| CDW CORP | CDW | Technology | 0.67% | 49,852 | +2,121 | +4.44% | $6,899,955 |
| MERCK & CO INC | MRK | Healthcare | 0.66% | 54,323 | +4,035 | +8.02% | $6,810,424 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.66% | 16,225 | +3,309 | +25.62% | $6,797,299 |
| BROADCOM INC | AVGO | Technology | 0.66% | 18,394 | -1,570 | -7.86% | $6,793,465 |
| CENTENE CORP DEL | CNC | Healthcare | 0.66% | 98,403 | -23,735 | -19.43% | $6,725,845 |
| RINGCENTRAL INC | RNG | Technology | 0.65% | 161,892 | +161,892 | +100.00% | $6,635,954 |
| HUNTINGTON INGALLS INDS INC | HII | Industrials | 0.61% | 22,484 | +9,261 | +70.04% | $6,272,357 |
| CENTURY ALUM CO | CENX | Basic Materials | 0.60% | 143,472 | -2,552 | -1.75% | $6,173,600 |
| ULTRA CLEAN HLDGS INC | UCTT | Technology | 0.60% | 47,463 | +47,463 | +100.00% | $6,150,730 |
| ILLUMINA INC | ILMN | Healthcare | 0.59% | 32,967 | +32,967 | +100.00% | $6,062,302 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 0.58% | 31,104 | +31,104 | +100.00% | $5,948,649 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 0.58% | 54,832 | +54,832 | +100.00% | $5,930,629 |
| DEVON ENERGY CORP NEW | DVN | Energy | 0.57% | 146,318 | +9,923 | +7.28% | $5,889,290 |
| NETAPP INC | NTAP | Technology | 0.57% | 37,378 | +37,378 | +100.00% | $5,845,222 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.57% | 24,665 | +5,032 | +25.63% | $5,833,359 |
| KNOWLES CORP | KN | Technology | 0.57% | 143,628 | +143,628 | +100.00% | $5,818,370 |
| QUALCOMM INC | QCOM | Technology | 0.53% | 30,094 | +589 | +2.00% | $5,474,614 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.53% | 8,734 | +1,850 | +26.87% | $5,456,300 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.53% | 100,692 | +4,804 | +5.01% | $5,419,227 |
| WEATHERFORD INTL PLC | WFRD | Other | 0.50% | 64,018 | +3,797 | +6.31% | $5,134,910 |
| BLUE BIRD CORP | BLBD | Industrials | 0.48% | 63,350 | -2,494 | -3.79% | $4,933,698 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.48% | 9,102 | -9,620 | -51.38% | $4,923,090 |
| ARROW ELECTRS INC | ARW | Technology | 0.47% | 22,863 | +22,863 | +100.00% | $4,792,313 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.47% | 6,414 | -339 | -5.02% | $4,783,163 |
| ISHARES TR | LQD | Other | 0.46% | 43,566 | -207,637 | -82.66% | $4,725,180 |
| VANECK ETF TRUST | HYD | Other | 0.46% | 91,745 | +5,291 | +6.12% | $4,723,975 |
| ISHARES TR | PFF | Other | 0.46% | 154,475 | -70,796 | -31.43% | $4,706,844 |
| ALPHABET INC | GOOG | Communication Services | 0.44% | 12,674 | +273 | +2.20% | $4,535,866 |
| ISHARES TR | MUB | Other | 0.44% | 42,067 | +2,629 | +6.67% | $4,515,503 |
| ISHARES TR | MBB | Other | 0.44% | 47,915 | +3,277 | +7.34% | $4,504,955 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.43% | 42,747 | +15,192 | +55.13% | $4,405,918 |
| ISHARES TR | FLOT | Other | 0.43% | 86,307 | +5,942 | +7.39% | $4,393,905 |
| FLEX LTD | FLEX | Other | 0.42% | 28,141 | +28,141 | +100.00% | $4,320,488 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.41% | 84,138 | +5,739 | +7.32% | $4,246,420 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.39% | 11,874 | +412 | +3.59% | $3,966,742 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.38% | 42,061 | -1,833 | -4.18% | $3,922,218 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.35% | 15,073 | +1,024 | +7.29% | $3,583,182 |
| OLD REP INTL CORP | ORI | Financial Services | 0.34% | 85,627 | +16,203 | +23.34% | $3,512,433 |
| ISHARES TR | IEF | Other | 0.32% | 35,047 | +2,440 | +7.48% | $3,295,514 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.28% | 62,310 | -590,159 | -90.45% | $2,833,241 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 3,707 | -475 | -11.36% | $2,688,486 |
| WISDOMTREE TR | NTSX | Other | 0.22% | 39,051 | +1,482 | +3.94% | $2,300,893 |
| EXXON MOBIL CORP | XOM | Energy | 0.19% | 14,203 | -2,164 | -13.22% | $1,935,572 |
| ISHARES TR | IVV | Other | 0.17% | 2,381 | +706 | +42.15% | $1,783,339 |
| ISHARES TR | USMV | Other | 0.17% | 17,885 | -1,590 | -8.16% | $1,732,831 |
| ISHARES TR | MTUM | Other | 0.16% | 4,997 | -2 | -0.04% | $1,639,518 |
| ISHARES TR | QUAL | Other | 0.15% | 7,146 | -64,574 | -90.04% | $1,563,979 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.14% | 27,942 | +1,813 | +6.94% | $1,435,377 |
| ISHARES TR | EFA | Other | 0.14% | 13,883 | +125 | +0.91% | $1,430,264 |
| SPDR SERIES TRUST | CWB | Other | 0.12% | 11,550 | +30 | +0.26% | $1,222,537 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 2,772 | -3 | -0.11% | $1,178,932 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 0.11% | 48,681 | -7,137 | -12.79% | $1,113,324 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.11% | 24,378 | +920 | +3.92% | $1,106,776 |
| ISHARES TR | IUSG | Other | 0.09% | 4,888 | +4 | +0.08% | $915,629 |
| ISHARES TR | DGRO | Other | 0.09% | 11,880 | -15 | -0.13% | $904,093 |
| VISA INC | V | Financial Services | 0.08% | 2,219 | +98 | +4.62% | $779,102 |
| VANGUARD INDEX FDS | VOO | Other | 0.08% | 1,126 | -11 | -0.97% | $772,076 |
Insight Wealth Strategies, Llc Options Holdings in Q2 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 1,000 | $197,580 |
Notional value represents the total exposure of the options position.