Insight Wealth Strategies, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Insight Wealth Strategies, Llc disclosed 171 stock positions valued at approximately $1.02B as of quarter-end June 30, 2026. The largest holdings include PGIM ETF TR, INVESCO EXCH TRADED FD TR II, and BLACKROCK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 171
- Portfolio Value
- $1.02B
Holdings by Sector
Insight Wealth Strategies, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 171 holdings in the latest reporting period.
Insight Wealth Strategies, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 1,000 | $197,580 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.