Insight Wealth Strategies, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$895.7M
Q ending 2026-03-31
Prior quarter
$872.1M
Q ending 2025-12-31
Change
+2.7% QoQ · +20.6% YoY
Positions
177
reported holdings
Largest positions
Top 100 of 177 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Chevron Corporation | CVX | Shares | $36.3M | 175K |
| Goldman Sachs Etf Tr | GSIE | Shares | $28.1M | 652K |
| Blackrock Etf Trust | DYNF | Shares | $27.6M | 475K |
| Ishares Tr | LQD | Shares | $27.4M | 251K |
| Vanguard Scottsdale Fds | VCLT | Shares | $27.0M | 362K |
| Vanguard Malvern Fds | VPLS | Shares | $26.6M | 343K |
| Legg Mason Etf Invt | LVHI | Shares | $25.4M | 626K |
| Ishares Tr | IGLB | Shares | $24.6M | 496K |
| Ishares Tr | VLUE | Shares | $22.0M | 155K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $21.1M | 188K |
| Janus Detroit Str Tr | JMBS | Shares | $20.5M | 453K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $20.2M | 369K |
| Invesco Exch Traded Fd Tr Ii | PGHY | Shares | $16.1M | 832K |
| Lam Research Corp | LRCX | Shares | $14.8M | 69K |
| Simplify Exchange Traded Fun | CDX | Shares | $14.5M | 680K |
| Simplify Exchange Traded Fun | TUA | Shares | $14.1M | 666K |
| T Rowe Price Etf Inc | TFLR | Shares | $13.9M | 276K |
| Ishares Tr | QUAL | Shares | $13.8M | 72K |
| American Centy Etf Tr | AVUV | Shares | $13.7M | 124K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $13.4M | 92K |
| Ishares Inc | IEMG | Shares | $12.9M | 186K |
| Select Sector Spdr Tr | XLV | Shares | $12.6M | 86K |
| Ishares Tr | STIP | Shares | $12.3M | 119K |
| Bny Mellon Etf Trust | BKGI | Shares | $11.8M | 265K |
| Apple Inc | AAPL | Shares | $11.6M | 46K |
| Ishares Tr | IHE | Shares | $10.3M | 119K |
| Ishares Tr | HEZU | Shares | $10.2M | 235K |
| Advisors Inner Circle Fd Iii | SAMT | Shares | $9.8M | 249K |
| Select Sector Spdr Tr | XLK | Shares | $9.7M | 73K |
| Century Alum Co | CENX | Shares | $8.6M | 146K |
| Vaneck Etf Trust | EMLC | Shares | $8.4M | 334K |
| Janus Detroit Str Tr | JBBB | Shares | $8.1M | 173K |
| Digitalocean Hldgs Inc | DOCN | Shares | $8.0M | 93K |
| Kla Corp | KLAC | Shares | $7.7M | 5K |
| Seagate Technology Hldngs Pl | Shares | $7.6M | 19K | |
| Comfort Sys Usa Inc | FIX | Shares | $7.5M | 5K |
| American Express Co | AXP | Shares | $7.0M | 23K |
| Microsoft Corp | MSFT | Shares | $6.9M | 19K |
| Devon Energy Corp New | DVN | Shares | $6.9M | 136K |
| Ishares Tr | PFF | Shares | $6.8M | 225K |
| Broadcom Inc | AVGO | Shares | $6.2M | 20K |
| Merck & Co Inc | MRK | Shares | $6.0M | 50K |
| Alphabet Inc | GOOGL | Shares | $6.0M | 21K |
| Moodys Corp | MCO | Shares | $5.9M | 14K |
| Amazon Com Inc | AMZN | Shares | $5.9M | 28K |
| Baker Hughes Company | BKR | Shares | $5.9M | 96K |
| Cdw Corp | CDW | Shares | $5.8M | 48K |
| Ww Grainger Inc | GWW | Shares | $5.8M | 5K |
| Weatherford Intl Plc | Shares | $5.7M | 60K | |
| Motorola Solutions Inc | MSI | Shares | $5.6M | 13K |
| Cencora Inc | COR | Shares | $5.6M | 18K |
| Constellation Energy Corp | CEG | Shares | $5.5M | 20K |
| Abbott Laboratories | ABT | Shares | $5.4M | 53K |
| Biogen Inc | BIIB | Shares | $5.4M | 29K |
| Liquidia Corporation | LQDA | Shares | $5.4M | 142K |
| Nvidia Corporation | NVDA | Shares | $5.3M | 31K |
| Regeneron Pharmaceuticals | REGN | Shares | $5.3M | 7K |
| Home Depot Inc | HD | Shares | $5.3M | 16K |
| Huntington Ingalls Inds Inc | HII | Shares | $5.0M | 13K |
| Stanley Black & Decker Inc | SWK | Shares | $5.0M | 70K |
| Mckesson Corp | MCK | Shares | $5.0M | 6K |
| Expro Group Holdings Nv | Shares | $4.7M | 270K | |
| Vistance Networks Inc | VISN | Shares | $4.5M | 248K |
| Fortinet Inc | FTNT | Shares | $4.5M | 55K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.4M | 7K |
| Vaneck Etf Trust | HYD | Shares | $4.3M | 86K |
| Leidos Holdings Inc | LDOS | Shares | $4.3M | 28K |
| Ishares Tr | MBB | Shares | $4.2M | 45K |
| Ishares Tr | MUB | Shares | $4.2M | 39K |
| Ishares Tr | FLOT | Shares | $4.1M | 80K |
| Verisk Analytics Inc | VRSK | Shares | $4.1M | 21K |
| Kroger Co | KR | Shares | $4.1M | 56K |
| Block Inc | XYZ | Shares | $4.0M | 67K |
| Palantir Technologies Inc | PLTR | Shares | $4.0M | 27K |
| Centene Corp Del | CNC | Shares | $4.0M | 122K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.9M | 78K |
| Idexx Labs Inc | IDXX | Shares | $3.8M | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $3.8M | 19K |
| Qualcomm Inc | QCOM | Shares | $3.8M | 30K |
| Blue Bird Corp | BLBD | Shares | $3.7M | 66K |
| Accenture Plc Ireland | Shares | $3.7M | 19K | |
| Alphabet Inc | GOOG | Shares | $3.6M | 12K |
| Astrana Health Inc | ASTH | Shares | $3.5M | 143K |
| Jpmorgan Chase & Co | JPM | Shares | $3.4M | 11K |
| Cintas Corp | CTAS | Shares | $3.3M | 19K |
| Waste Mgmt Inc Del | WM | Shares | $3.1M | 14K |
| Ishares Tr | IEF | Shares | $3.1M | 33K |
| Cardinal Health Inc | CAH | Shares | $3.0M | 14K |
| Interactive Brokers Group In | IBKR | Shares | $2.9M | 44K |
| Hartford Insurance Group Inc | HIG | Shares | $2.9M | 22K |
| Exxon Mobil Corp | XOM | Shares | $2.8M | 16K |
| Old Rep Intl Corp | ORI | Shares | $2.8M | 69K |
| Ishares Tr | EMB | Shares | $2.5M | 27K |
| Ishares Tr | TLT | Shares | $2.5M | 29K |
| Spdr Series Trust | JNK | Shares | $2.5M | 26K |
| Walmart Inc | WMT | Shares | $2.4M | 20K |
| Invesco Qqq Tr | QQQ | Shares | $2.4M | 4K |
| Wisdomtree Tr | NTSX | Shares | $2.0M | 38K |
| Ishares Tr | USMV | Shares | $1.8M | 19K |
| Tidal Trust I | HFGM | Shares | $1.6M | 51K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.