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Insight Wealth Strategies, LLC Portfolio
$1B across 194 positions as of 2026-09-30, with 31% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.4%
-0.1% a year vs the S&P 500
3 years
+14.0%
-7.3% a year vs the S&P 500
5 years
+6.2%
-6.0% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPMOInvesco S&P 500 Momentum ETF | $37.4M | 3.7% | 247,018 |
| LEGG MASON ETF INVT | $36.9M | 3.7% | 885,376 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $33.7M | 3.3% | 486,949 |
| CVXChevron Corp | $33.1M | 3.3% | 161,957 |
| VCLTVanguard Long-Term Corporate Bond ETF | $30.5M | 3.0% | 445,844 |
| PGIM ETF TR | $29.6M | 2.9% | 576,138 |
| GARPiShares MSCI USA Quality GARP ETF | $29.4M | 2.9% | 345,059 |
| FLTRVanEck IG Floating Rate ETF | $29.1M | 2.9% | 1,138,827 |
| VLUEiShares MSCI USA Value Factor ETF | $27.4M | 2.7% | 138,537 |
| TLTiShares 20+ Year Treasury Bond ETF | $25.7M | 2.5% | 330,227 |
| VANGUARD MALVERN FDS | $22.9M | 2.3% | 309,237 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $22.4M | 2.2% | 626,335 |
| FNDFSchwab Fundamental International Equity ETF | $20.8M | 2.1% | 387,160 |
| LRCXLam Research Corp | $20.2M | 2.0% | 61,398 |
| ABRDN ETFS | $19.7M | 1.9% | 761,713 |
| T ROWE PRICE EXCHANGE-TRADED | $19.4M | 1.9% | 383,452 |
| VMBSVanguard Mortgage Backed Security | $17.7M | 1.7% | 397,559 |
| ISHARES TR | $17.6M | 1.7% | 384,496 |
| AAPLApple Inc | $15.8M | 1.6% | 47,432 |
| INVESCO EXCH TRADED FD TR II | $15.6M | 1.5% | 255,416 |
| AVUVAvantis U.S. Small Cap Value ETF | $14.9M | 1.5% | 126,132 |
| XLKState Street Technology Select Sector SPDR ETF | $13.1M | 1.3% | 66,724 |
| TIDAL TRUST I | $12.2M | 1.2% | 388,918 |
| SIMPLIFY EXCHANGE TRADED FUN | $11.4M | 1.1% | 566,973 |
| IGViShares Expanded Tech-Software Sector ETF | $11.4M | 1.1% | 107,147 |
| ADVISORS INNER CIRCLE FD III | $10.5M | 1.0% | 252,888 |
| MSFTMicrosoft Corp | $10.1M | 1.0% | 19,681 |
| IEMGiShares Core MSCI Emerging Markets ETF | $9.5M | 0.9% | 116,932 |
| SEAGATE TECHNOLOGY HLDNGS PL | $9.2M | 0.9% | 9,937 |
| KLACKLA Corp | $8.7M | 0.9% | 44,707 |
| NVDANVIDIA Corp | $8.7M | 0.9% | 38,063 |
| GLOBAL X FDS | $8.5M | 0.8% | 184,479 |
| FTNTFortinet Inc | $8M | 0.8% | 44,762 |
| NTAPNetApp Inc | $8M | 0.8% | 37,957 |
| MRKMerck & Co Inc | $7.9M | 0.8% | 54,318 |
| BIIBBiogen Inc | $7.7M | 0.8% | 34,161 |
| INCYIncyte Corp | $7.7M | 0.8% | 63,207 |
| AMZNAmazon.com Inc | $7.5M | 0.7% | 30,014 |
| SWKStanley Black & Decker Inc | $7.4M | 0.7% | 83,399 |
| CORCencora Inc | $7.3M | 0.7% | 24,223 |
| MSIMotorola Solutions Inc | $7.3M | 0.7% | 16,275 |
| GOOGLAlphabet Inc | $7M | 0.7% | 20,460 |
| DVNDevon Energy Corp | $6.9M | 0.7% | 149,247 |
| FIXComfort Systems USA Inc | $6.7M | 0.7% | 4,074 |
| GWWWW Grainger Inc | $6.7M | 0.7% | 5,396 |
| ILMNIllumina Inc | $6.7M | 0.7% | 24,488 |
| TERTeradyne Inc | $6.7M | 0.7% | 16,658 |
| CENTURY ALUM CO | $6.7M | 0.7% | 185,329 |
| AVGOBroadcom Inc | $6.6M | 0.7% | 18,789 |
| REGNRegeneron Pharmaceuticals Inc | $6.5M | 0.6% | 8,617 |
| CDWCDW Corp | $6.5M | 0.6% | 50,391 |
| POPULAR INC | $6.5M | 0.6% | 41,514 |
| QCOMQualcomm Inc | $6.4M | 0.6% | 35,045 |
| CFCF Industries Holdings Inc | $6.4M | 0.6% | 55,706 |
| CEGConstellation Energy Corp | $6.3M | 0.6% | 24,974 |
| LYFTLyft Inc | $6.2M | 0.6% | 414,655 |
| HDHome Depot Inc | $6.2M | 0.6% | 21,838 |
| HIIHuntington Ingalls Industries Inc | $6.1M | 0.6% | 22,969 |
| CNCCentene Corp | $6.1M | 0.6% | 98,531 |
| ZIFF DAVIS INC | $5.8M | 0.6% | 102,570 |
| FLEX LTD | $5.7M | 0.6% | 52,016 |
| TRAVERE THERAPEUTICS INC | $5.7M | 0.6% | 96,677 |
| BKRBaker Hughes Co | $5.7M | 0.6% | 103,189 |
| AMDAdvanced Micro Devices Inc | $5.6M | 0.6% | 9,142 |
| ARWArrow Electronics Inc | $5.3M | 0.5% | 23,302 |
| BWXTBWX Technologies Inc | $5.1M | 0.5% | 37,565 |
| ASTHAstrana Health Inc | $5M | 0.5% | 139,664 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.9M | 0.5% | 6,470 |
| PINSPinterest Inc | $4.9M | 0.5% | 259,441 |
| PFFiShares Preferred and Income Securities ETF | $4.7M | 0.5% | 158,936 |
| FLOTiShares Floating Rate Bond ETF | $4.5M | 0.4% | 88,899 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $4.5M | 0.4% | 44,217 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $4.5M | 0.4% | 93,720 |
| PAGAYA TECHNOLOGIES LTD | $4.4M | 0.4% | 256,154 |
| MBBiShares MBS ETF | $4.4M | 0.4% | 49,492 |
| MUBiShares National Muni Bond ETF | $4.4M | 0.4% | 43,626 |
| GOOGAlphabet Inc | $4.4M | 0.4% | 12,828 |
| VSECVSE Corp | $4.3M | 0.4% | 26,100 |
| ULTRA CLEAN HLDGS INC | $4.2M | 0.4% | 51,199 |
| VTEBVanguard Tax-Exempt Bond ETF | $4.1M | 0.4% | 86,913 |
| JPMJPMorgan Chase & Co | $4M | 0.4% | 12,007 |
| IBKRInteractive Brokers Group Inc | $3.6M | 0.4% | 42,035 |
| BLBDBlue Bird Corp | $3.6M | 0.4% | 64,335 |
| CAHCardinal Health Inc | $3.4M | 0.3% | 15,258 |
| LIQUIDIA CORPORATION | $3.2M | 0.3% | 107,389 |
| ORIOld Republic International Corp | $3.2M | 0.3% | 86,825 |
| IEFiShares 7-10 Year Treasury Bond ETF | $3.2M | 0.3% | 36,078 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $2.7M | 0.3% | 59,663 |
| XOMExxonmobil Holdings Corp | $2.3M | 0.2% | 14,327 |
| WISDOMTREE TR | $2.3M | 0.2% | 38,901 |
| QQQInvesco QQQ Trust, Series 1 | $2.2M | 0.2% | 2,923 |
| USMViShares MSCI USA Min Vol Factor ETF | $1.7M | 0.2% | 17,819 |
| PACER FDS TR | $1.6M | 0.2% | 46,716 |
| IVViShares Core S&P 500 ETF | $1.6M | 0.2% | 2,101 |
| EA SERIES TRUST | $1.6M | 0.2% | 36,001 |
| MTUMiShares MSCI USA Momentum Factor ETF | $1.6M | 0.2% | 5,004 |
| BLACKROCK ETF TRUST | $1.6M | 0.2% | 52,868 |
| QUALiShares MSCI USA Quality Factor ETF | $1.5M | 0.1% | 6,637 |
| FIRST TR EXCH TRADED FD III | $1.4M | 0.1% | 28,905 |
| EFAiShares MSCI EAFE ETF | $1.3M | 0.1% | 12,572 |
| FRANKLIN TEMPLETON ETF TR | $1.2M | 0.1% | 53,059 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $1.2M | 0.1% | 21,749 |
| CAIECalamos Autocallable Income ETF | $1.2M | 0.1% | 44,438 |
| CWBSPDR Bloomberg Convertible Securities ETF | $1.2M | 0.1% | 11,566 |
| FBNDFidelity Total Bond ETF | $1M | 0.1% | 23,920 |
| TSLATesla Inc | $991.3K | 0.1% | 2,794 |
| IUSGiShares Core S&P U.S. Growth ETF | $947.9K | 0.1% | 4,892 |
| PLTRPalantir Technologies Inc | $911.1K | 0.1% | 4,871 |
| DGROiShares Core Dividend Growth ETF | $897.7K | 0.1% | 11,907 |
| WISDOMTREE TR | $836.1K | 0.1% | 22,573 |
| METAMeta Platforms Inc | $826.2K | 0.1% | 1,139 |
| XMMOInvesco S&P MidCap Momentum ETF | $824.6K | 0.1% | 5,619 |
| VVisa Inc | $809.6K | 0.1% | 2,253 |
| VOOVanguard S&P 500 ETF | $794K | 0.1% | 1,133 |
| BNY MELLON ETF TRUST | $763.1K | 0.1% | 18,200 |
| ABRDN PRECIOUS METALS BASKET | $728K | 0.1% | 3,908 |
| NEOS ETF TRUST | $711.5K | 0.1% | 14,313 |
| TRGPTarga Resources Corp | $689.8K | 0.1% | 2,552 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $684.4K | 0.1% | 29,161 |
| IJRiShares Core S&P Small-Cap ETF | $631.8K | 0.1% | 4,644 |
| IWFiShares Russell 1000 Growth ETF | $624.5K | 0.1% | 4,985 |
| TJXTJX Companies Inc | $609.6K | 0.1% | 4,608 |
| BRK.BBerkshire Hathaway Inc | $594.6K | 0.1% | 1,194 |
| IVWiShares S&P 500 Growth ETF | $591.4K | 0.1% | 4,157 |
| SIMPLIFY EXCHANGE TRADED FUN | $569.1K | 0.1% | 19,732 |
| VIGIVanguard International Dividend Appreciation ETF | $513.5K | 0.1% | 5,438 |
| DVYISHARES TR | $482.5K | 0.0% | 3,173 |
| SMHVanEck Semiconductor ETF | $475.5K | 0.0% | 781 |
| IES HOLDINGS INC | $474.6K | 0.0% | 1,478 |
| DIGITALOCEAN HLDGS INC | $437.5K | 0.0% | 3,280 |
| GEGeneral Electric Co | $430.8K | 0.0% | 1,379 |
| RNGRingCentral Inc | $429.6K | 0.0% | 5,750 |
| GPIQGoldman Sachs Nasdaq-100 Premium Income ETF | $424.8K | 0.0% | 7,326 |
| LCTUBlackRock U.S. Carbon Transition Readiness ETF | $423.5K | 0.0% | 5,185 |
| NFLXNetflix Inc | $419.3K | 0.0% | 6,026 |
| GLDSPDR Gold Shares | $411.8K | 0.0% | 1,081 |
| IAGGiShares International Aggregate Bond Fund | $393.2K | 0.0% | 7,992 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $385.9K | 0.0% | 9,355 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $380.9K | 0.0% | 4,180 |
| VYMVanguard High Dividend Yield ETF | $380.2K | 0.0% | 2,450 |
| VTIVanguard Total Stock Market ETF | $372.1K | 0.0% | 994 |
| FRANKLIN TEMPLETON ETF TR | $362.4K | 0.0% | 8,754 |
| ISHARES TR | $348.9K | 0.0% | 8,772 |
| ISHARES TR | $347.9K | 0.0% | 3,461 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $346.7K | 0.0% | 13,963 |
| INVESCO EXCH TRADED FD TR II | $346.4K | 0.0% | 5,841 |
| ISHARES INC | $345.2K | 0.0% | 6,608 |
| INVESCO EXCH TRADED FD TR II | $341K | 0.0% | 15,336 |
| WISDOMTREE TR | $340.4K | 0.0% | 10,258 |
| GEVGE Vernova Inc | $339.8K | 0.0% | 358 |
| FIRST TR EXCHANGE TRADED FD | $336.3K | 0.0% | 14,256 |
| IWMiShares Russell 2000 Index Fund | $336.1K | 0.0% | 1,209 |
| LLYEli Lilly and Co | $335.6K | 0.0% | 290 |
| KOCoca-Cola Co | $335.3K | 0.0% | 3,896 |
| WECWEC Energy Group Inc | $329.3K | 0.0% | 3,267 |
| ISHARES TR | $328.4K | 0.0% | 6,780 |
| IQLTiShares MSCI Intl Quality Factor ETF | $327.5K | 0.0% | 6,621 |
| SGOViShares 0-3 Month Treasury Bond ETF | $326.8K | 0.0% | 3,246 |
| VXFVanguard Extended Market ETF | $326.2K | 0.0% | 1,408 |
| MCKMcKesson Corp | $313.1K | 0.0% | 367 |
| MUELLER INDS INC | $306.2K | 0.0% | 5,053 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $293.3K | 0.0% | 3,878 |
| IEFAiShares Core MSCI EAFE ETF | $292.1K | 0.0% | 3,015 |
| DSIiShares ESG MSCI KLD 400 ETF | $290.3K | 0.0% | 1,986 |
| BIOBio Rad Laboratories Inc | $289.3K | 0.0% | 766 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $284.7K | 0.0% | 11,932 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $282.3K | 0.0% | 2,294 |
| COSTCostco Wholesale Corp | $279.4K | 0.0% | 307 |
| ATI INC | $275.6K | 0.0% | 1,455 |
| IWDiShares Russell 1000 Value ETF | $274.9K | 0.0% | 1,109 |
| KRESPDR S&P Regional Banking ETF | $271.3K | 0.0% | 3,907 |
| LDOSLeidos Holdings Inc | $262.8K | 0.0% | 2,157 |
| USFRWISDOMTREE TR | $262.5K | 0.0% | 5,210 |
| CSCOCisco Systems Inc | $261.4K | 0.0% | 2,428 |
| AXPAmerican Express Co | $258.7K | 0.0% | 851 |
| BACBank of America Corp | $253.9K | 0.0% | 4,665 |
| VEAVanguard FTSE Developed Markets ETF | $247.1K | 0.0% | 3,499 |
| JNJJohnson & Johnson | $244.9K | 0.0% | 925 |
| INVESCO MUN OPPORTUNIT TR | $243.4K | 0.0% | 29,145 |
| SHELShell PLC | $242.3K | 0.0% | 2,549 |
| ISHARES TR | $239.9K | 0.0% | 5,285 |
| WMTWalmart Inc | $233.1K | 0.0% | 2,243 |
| SCHDSchwab US Dividend Equity ETF | $231.5K | 0.0% | 7,118 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $227.7K | 0.0% | 6,336 |
| CATCaterpillar Inc | $227.4K | 0.0% | 280 |
| INVESCO MUNI INCOME OPP TRST | $226.2K | 0.0% | 39,480 |
| USXFiShares ESG Advanced MSCI USA ETF | $212.2K | 0.0% | 3,118 |
| JAAAJanus Henderson AAA CLO ETF | $208.1K | 0.0% | 4,124 |
| VUGVanguard Growth ETF | $203.6K | 0.0% | 2,260 |
| TXNTexas Instruments Inc | $200.1K | 0.0% | 714 |
| RICHARDSON ELECTRS LTD | $177.3K | 0.0% | 10,000 |
| NUVEEN AMT FREE QLTY MUN INC | $118.3K | 0.0% | 11,889 |
| AVGOBroadcom Inccall | $70.2K | 0.0% | 200 |
| AMZNAmazon.com Inccall | $24.9K | 0.0% | 100 |
Quarter ending 2026-09-30.
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