Insight Wealth Strategies, LLC

CIK 0001749914 • 6 13F filings • Apr 3, 2025 – Jul 10, 2026

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Filer information

Filed by: Insight Wealth Strategies, LLC, COO
Address: 2603 CAMINO RAMON, SUITE 350, SAN RAMON, CA, 94583
Phone: 9256598020
AUM: $872.1M

AUM over time

$1.01B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $791.7M171 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$355K	0.0%Prev: 0.1%	2,556 SH	Decreased-1,352 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.2M	0.5%Prev: 0.4%	13,931 SH	Increased-4,917 SH
ADVANCED MICRO DEVICES INC	COM	$2.9M	0.4%Prev: 0.4%	21,668 SH	Decreased+2,946 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$8.2M	1.0%Prev: 1.1%	243,224 SH	Decreased-5,613 SH
ALPHABET INC	CAP STK CL A	$5.4M	0.7%Prev: 0.7%	30,776 SH	Decreased+9,788 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.3%Prev: 0.4%	11,996 SH	Decreased-405 SH
AMAZON COM INC	COM	$5.9M	0.7%Prev: 0.7%	26,884 SH	Increased-1,308 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.7M	1.5%Prev: 1.5%	125,602 SH	Decreased+1,215 SH
AMERICAN EXPRESS CO	COM	$7.4M	0.9%Prev: 0.8%	23,085 SH	Increased-49 SH
AMERICAN TOWER CORP NEW	COM	$2.4M	0.3%	10,664 SH	New
APPLE INC	COM	$7.9M	1.0%Prev: 1.3%	37,946 SH	Decreased-7,682 SH
ARCH CAP GROUP LTD	ORD	$4.3M	0.5%	46,656 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$4.7M	0.6%	15,130 SH	New
BANK AMERICA CORP	COM	$383K	0.0%Prev: 0.0%	7,954 SH	Increased+1,694 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$553K	0.1%Prev: 0.1%	1,130 SH	Decreased-79 SH
BIO RAD LABS INC	CL A	$225K	0.0%Prev: 0.0%	906 SH	Decreased+67 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$23.4M	3.0%Prev: 3.1%	430,391 SH	Decreased-44,393 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$353K	0.0%	5,253 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$250K	0.0%	11,261 SH	New
BLOCK INC	CL A	$4.5M	0.6%Prev: 0.5%	66,220 SH	Increased-824 SH
BLUE BIRD CORP	COM	$3.5M	0.4%Prev: 0.4%	79,194 SH	Decreased+13,350 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$9.2M	1.2%Prev: 1.3%	238,154 SH	Decreased-26,655 SH
BOOZ ALLEN HAMILTON HLDG COR	CL A	$4.2M	0.5%	38,816 SH	New
BROADCOM INC	COM	$5.5M	0.7%Prev: 0.7%	20,943 SH	Decreased+979 SH
BROWN & BROWN INC	COM	$224K	0.0%	2,056 SH	New
CARDINAL HEALTH INC	COM	$2.6M	0.3%Prev: 0.3%	15,920 SH	Decreased+1,871 SH
CDW CORP	COM	$4.7M	0.6%Prev: 0.6%	26,164 SH	Decreased-21,567 SH
CENCORA INC	COM	$4.5M	0.6%Prev: 0.6%	15,146 SH	Decreased-2,525 SH
CHENIERE ENERGY INC	COM NEW	$4.4M	0.6%	18,693 SH	New
CHEVRON CORP NEW	COM	$31.7M	4.0%	217,541 SH	New
CINTAS CORP	COM	$4.4M	0.6%Prev: 0.4%	19,533 SH	Increased+105 SH
CISCO SYS INC	COM	$216K	0.0%	3,123 SH	New
COCA COLA CO	COM	$225K	0.0%Prev: 0.0%	3,137 SH	Decreased-450 SH
COMFORT SYS USA INC	COM	$4.1M	0.5%Prev: 0.8%	7,918 SH	Decreased+2,481 SH
CORTEVA INC	COM	$4.8M	0.6%	64,038 SH	New
DYNATRACE INC	COM NEW	$4.2M	0.5%	76,971 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.2%Prev: 0.3%	15,761 SH	Decreased-606 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$789K	0.1%Prev: 0.1%	17,254 SH	Decreased-6,204 SH
FIDELITY NATL INFORMATION SV	COM	$2.5M	0.3%	29,826 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.2M	0.2%Prev: 0.1%	24,547 SH	Decreased-1,582 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$206K	0.0%	4,412 SH	New
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$306K	0.0%Prev: 0.0%	13,441 SH	Decreased-479 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$12.2M	1.5%	45,727 SH	New
FORTINET INC	COM	$4.3M	0.5%Prev: 0.5%	42,271 SH	Decreased-12,615 SH
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$702K	0.1%Prev: 0.1%	29,099 SH	Decreased-26,719 SH
GE AEROSPACE	COM NEW	$276K	0.0%Prev: 0.0%	1,110 SH	Decreased-138 SH
GODADDY INC	CL A	$3.8M	0.5%	21,164 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$27.0M	3.4%Prev: 3.1%	681,505 SH	Decreased+29,036 SH
GRAINGER W W INC	COM	$4.6M	0.6%	4,390 SH	New
HARTFORD INSURANCE GROUP INC	COM	$2.1M	0.3%Prev: 0.3%	16,800 SH	Decreased-4,745 SH
HOME DEPOT INC	COM	$4.7M	0.6%Prev: 0.6%	12,482 SH	Decreased-3,483 SH
HONEYWELL INTL INC	COM	$2.2M	0.3%	9,374 SH	New
HUBBELL INC	COM	$220K	0.0%	537 SH	New
IDEXX LABS INC	COM	$4.7M	0.6%Prev: 0.4%	8,660 SH	Increased+1,879 SH
IES HLDGS INC	COM	$406K	0.1%	1,404 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.6M	0.3%Prev: 0.3%	46,273 SH	Decreased+2,379 SH
INTERCONTINENTAL EXCHANGE IN	COM	$3.4M	0.4%	18,720 SH	New
INTUIT	COM	$2.6M	0.3%	3,291 SH	New
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$251K	0.0%Prev: 0.0%	5,166 SH	Decreased-1,071 SH
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$345K	0.0%Prev: 0.0%	14,227 SH	Decreased-2,701 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$24.5M	3.1%Prev: 2.4%	221,074 SH	Increased+33,036 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$18.5M	2.3%	882,447 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$11.5M	1.5%Prev: 1.5%	89,549 SH	Decreased-2,526 SH
INVESCO MUN OPPORTUNITY TR	COM	$244K	0.0%	26,410 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$225K	0.0%Prev: 0.0%	39,103 SH	Decreased+139 SH
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.3%Prev: 0.3%	4,004 SH	Decreased-178 SH
ISHARES INC	INTL HIGH YIELD	$351K	0.0%	6,384 SH	New
ISHARES TR	10+ YR INVST GRD	$22.2M	2.8%Prev: 2.7%	443,328 SH	Decreased-52,668 SH
ISHARES TR	20 YR TR BD ETF	$26.8M	3.4%Prev: 0.3%	303,716 SH	Increased+274,646 SH
ISHARES TR	7-10 YR TRSY BD	$3.2M	0.4%Prev: 0.3%	33,065 SH	Increased+458 SH
ISHARES TR	CONV BD ETF	$21.9M	2.8%	245,103 SH	New
ISHARES TR	CORE DIV GRWTH	$772K	0.1%Prev: 0.1%	11,928 SH	Decreased+33 SH
ISHARES TR	CORE INTL AGGR	$378K	0.0%Prev: 0.0%	7,388 SH	Decreased-1,275 SH
ISHARES TR	CORE MSCI EAFE	$265K	0.0%Prev: 0.0%	3,185 SH	Decreased+176 SH
ISHARES TR	CORE S&P SCP ETF	$676K	0.1%Prev: 0.1%	6,092 SH	Increased+1,415 SH
ISHARES TR	CORE S&P US GWT	$854K	0.1%Prev: 0.1%	5,736 SH	Increased+852 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.1%Prev: 0.1%	1,798 SH	Increased+123 SH
ISHARES TR	CUR HD EURZN ETF	$13.9M	1.8%Prev: 1.1%	340,147 SH	Increased+105,623 SH
ISHARES TR	ESG MSCI KLD 400	$234K	0.0%Prev: 0.0%	2,022 SH	Decreased+57 SH
ISHARES TR	ESG MSCI USA ETF	$206K	0.0%	3,832 SH	New
ISHARES TR	FLTG RATE NT ETF	$3.8M	0.5%Prev: 0.5%	74,819 SH	Decreased-5,546 SH
ISHARES TR	HIGH YLD SYSTM B	$21.8M	2.8%	461,563 SH	New
ISHARES TR	IBOXX INV CP ETF	$7.0M	0.9%Prev: 3.1%	63,665 SH	Decreased-187,538 SH
ISHARES TR	INTL TREA BD ETF	$5.8M	0.7%	134,359 SH	New
ISHARES TR	JPMORGAN USD EMG	$3.0M	0.4%Prev: 0.3%	32,156 SH	Increased+5,308 SH
ISHARES TR	MBS ETF	$3.9M	0.5%Prev: 0.5%	41,413 SH	Decreased-3,225 SH
ISHARES TR	MSCI EAFE ETF	$896K	0.1%Prev: 0.1%	10,041 SH	Decreased-3,717 SH
ISHARES TR	MSCI EAFE MIN VL	$484K	0.1%Prev: 0.0%	5,737 SH	Increased+1,600 SH
ISHARES TR	MSCI INTL QUALTY	$429K	0.1%Prev: 0.0%	9,938 SH	Increased+3,321 SH
ISHARES TR	MSCI USA MIN VOL	$13.2M	1.7%Prev: 0.2%	139,642 SH	Increased+120,167 SH
ISHARES TR	MSCI USA MMENTM	$1.4M	0.2%Prev: 0.1%	5,790 SH	Increased+791 SH
ISHARES TR	MSCI USA QLT FCT	$26.1M	3.3%Prev: 1.5%	142,254 SH	Increased+70,534 SH
ISHARES TR	NATIONAL MUN ETF	$3.8M	0.5%Prev: 0.5%	36,566 SH	Decreased-2,872 SH
ISHARES TR	PFD AND INCM SEC	$27.1M	3.4%Prev: 0.8%	884,451 SH	Increased+659,180 SH
ISHARES TR	RUS 1000 GRW ETF	$856K	0.1%Prev: 0.1%	2,038 SH	Increased+821 SH
ISHARES TR	RUS 1000 VAL ETF	$220K	0.0%Prev: 0.0%	1,121 SH	Decreased+15 SH
ISHARES TR	RUSSELL 2000 ETF	$335K	0.0%Prev: 0.0%	1,536 SH	Increased+191 SH
ISHARES TR	S&P 500 BUYWRITE	$474K	0.1%Prev: 0.1%	10,312 SH	Decreased-2,382 SH
ISHARES TR	S&P 500 GRWT ETF	$527K	0.1%Prev: 0.1%	4,840 SH	Increased+691 SH
ISHARES TR	SELECT DIVID ETF	$460K	0.1%Prev: 0.1%	3,395 SH	Decreased+241 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$591K	0.1%Prev: 0.0%	11,684 SH	Increased+5,562 SH
JEFFERIES FINL GROUP INC	COM	$4.6M	0.6%	82,194 SH	New
JPMORGAN CHASE & CO.	COM	$3.1M	0.4%	10,604 SH	New
KLA CORP	COM NEW	$5.5M	0.7%Prev: 0.9%	6,086 SH	Decreased+872 SH
LAM RESEARCH CORP	COM NEW	$10.4M	1.3%Prev: 1.6%	107,553 SH	Decreased+38,385 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$23.5M	3.0%Prev: 2.8%	718,824 SH	Decreased+92,796 SH
LEIDOS HOLDINGS INC	COM	$4.7M	0.6%Prev: 0.5%	28,992 SH	Increased+1,437 SH
LOWES COS INC	COM	$221K	0.0%Prev: 0.0%	968 SH	Decreased-119 SH
MCKESSON CORP	COM	$4.3M	0.5%Prev: 0.6%	5,861 SH	Decreased+136 SH
META PLATFORMS INC	CL A	$5.0M	0.6%Prev: 0.1%	6,905 SH	Increased+5,749 SH
MICROSOFT CORP	COM	$7.7M	1.0%Prev: 0.8%	15,716 SH	Increased-2,933 SH
MOODYS CORP	COM	$5.0M	0.6%Prev: 0.7%	9,942 SH	Decreased-3,590 SH
MOTOROLA SOLUTIONS INC	COM NEW	$4.5M	0.6%Prev: 0.6%	10,574 SH	Decreased-2,342 SH
MUELLER INDS INC	COM	$239K	0.0%Prev: 0.0%	2,918 SH	Decreased+400 SH
NETFLIX INC	COM	$850K	0.1%	657 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$146K	0.0%Prev: 0.0%	13,286 SH	Decreased-660 SH
NVIDIA CORPORATION	COM	$5.3M	0.7%Prev: 0.6%	34,539 SH	Decreased+3,937 SH
OLD REP INTL CORP	COM	$2.2M	0.3%Prev: 0.3%	58,514 SH	Decreased-10,910 SH
ORACLE CORP	COM	$4.2M	0.5%	19,010 SH	New
PACCAR INC	COM	$4.3M	0.5%	44,150 SH	New
PACER FDS TR	SWAN SOS MOD JAN	$329K	0.0%Prev: 0.1%	10,813 SH	Decreased-15,006 SH
PALANTIR TECHNOLOGIES INC	CL A	$5.2M	0.7%Prev: 0.4%	39,918 SH	Increased+12,460 SH
PAYONEER GLOBAL INC	COM	$4.3M	0.5%	628,247 SH	New
PEPSICO INC	COM	$259K	0.0%Prev: 0.0%	1,915 SH	Decreased-201 SH
PGIM ETF TR	AAA CLO ETF	$943K	0.1%Prev: 0.1%	18,406 SH	Decreased-362 SH
REINSURANCE GRP OF AMERICA I	COM NEW	$4.6M	0.6%	22,984 SH	New
RICHARDSON ELECTRS LTD	COM	$98K	0.0%Prev: 0.0%	10,000 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$228K	0.0%Prev: 0.0%	7,891 SH	Decreased-5 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$8.0M	1.0%Prev: 0.9%	55,136 SH	Increased+35,672 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$11.5M	1.5%	106,578 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$493K	0.1%	9,370 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$205K	0.0%	940 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$7.3M	0.9%	28,942 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$260K	0.0%	9,718 SH	New
SHERWIN WILLIAMS CO	COM	$4.5M	0.6%	12,736 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$351K	0.0%Prev: 0.1%	13,099 SH	Decreased-6,586 SH
SM ENERGY CO	COM	$2.8M	0.4%	107,381 SH	New
SPDR GOLD TR	GOLD SHS	$280K	0.0%Prev: 0.0%	909 SH	Decreased+145 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.1M	0.5%	6,665 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$940K	0.1%	11,425 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$2.9M	0.4%	30,344 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$721K	0.1%	29,195 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$339K	0.0%	3,592 SH	New
SPDR SERIES TRUST	S&P OILGAS EXP	$218K	0.0%	1,720 SH	New
STRATEGY SHS	NS 7HANDL IDX	$371K	0.0%	17,152 SH	New
SYSCO CORP	COM	$4.7M	0.6%	61,246 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$21.4M	2.7%Prev: 1.6%	416,019 SH	Increased+140,249 SH
TARGA RES CORP	COM	$427K	0.1%Prev: 0.1%	2,481 SH	Decreased-43 SH
TESLA INC	COM	$829K	0.1%Prev: 0.1%	2,757 SH	Decreased-18 SH
TEXAS INSTRS INC	COM	$299K	0.0%	1,423 SH	New
TJX COS INC NEW	COM	$765K	0.1%Prev: 0.1%	6,113 SH	Decreased+400 SH
TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$532K	0.1%	22,726 SH	New
UNION PAC CORP	COM	$2.4M	0.3%	10,308 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.0M	0.5%Prev: 0.5%	78,924 SH	Decreased-7,530 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$257K	0.0%Prev: 0.0%	932 SH	Decreased-3 SH
VANGUARD INDEX FDS	GROWTH ETF	$476K	0.1%	1,097 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$611K	0.1%Prev: 0.1%	1,077 SH	Decreased-60 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$237K	0.0%Prev: 0.0%	780 SH	Decreased-5 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.6M	0.5%Prev: 0.4%	73,842 SH	Decreased-4,557 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$28.8M	3.6%Prev: 3.0%	380,395 SH	Increased+18,744 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$502K	0.1%Prev: 0.1%	2,434 SH	Decreased+72 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$270K	0.0%Prev: 0.0%	4,744 SH	Decreased-408 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$12.1M	1.5%Prev: 0.1%	89,936 SH	Increased+86,900 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$687K	0.1%Prev: 0.1%	7,619 SH	Increased+1,978 SH
VERISK ANALYTICS INC	COM	$3.9M	0.5%Prev: 0.5%	12,334 SH	Decreased-9,089 SH
VISA INC	COM CL A	$656K	0.1%Prev: 0.1%	1,846 SH	Increased-275 SH
WALMART INC	COM	$1.8M	0.2%Prev: 0.3%	18,561 SH	Decreased-999 SH
WASTE MGMT INC DEL	COM	$2.4M	0.3%Prev: 0.3%	10,588 SH	Decreased-3,014 SH
WEC ENERGY GROUP INC	COM	$384K	0.0%Prev: 0.0%	3,669 SH	Increased+470 SH
WISDOMTREE TR	INTK MLTIFACTR	$238K	0.0%Prev: 0.0%	7,561 SH	Decreased-1,683 SH
WISDOMTREE TR	US EFFICIENT COR	$1.6M	0.2%Prev: 0.2%	31,093 SH	Decreased-6,476 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $5.4M
ASTRANA HEALTH INC — $3.5M
ATI INC — $211K
BAKER HUGHES COMPANY — $5.9M
BIOGEN INC — $5.4M
BLACKROCK ETF TRUST — $360K
CALAMOS ETF TR — $1.1M
CENTENE CORP DEL — $4.0M
CENTURY ALUM CO — $8.6M
CHEVRON CORPORATION — $36.3M
CONSTELLATION ENERGY CORP — $5.5M
COSTCO WHOLESALE CORPORATION — $212K
DEVON ENERGY CORP NEW — $6.9M
DIGITALOCEAN HLDGS INC — $8.0M
EA SERIES TRUST — $1.1M
ELI LILLY & CO — $237K
EXPRO GROUP HOLDINGS NV — $4.7M
FRANKLIN TEMPLETON ETF TR — $317K
GE VERNOVA INC — $253K
GOLDMAN SACHS ETF TR — $478K
… and 38 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 2, 2026	Q4 2025	13F-HR	0001749914-26-000001	$872.1M	View
Oct 9, 2026	Q3 2026	13F-HR	0001749914-26-000006	$1.01B	View
Oct 6, 2025