Insight Wealth Strategies, LLC

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

Import this data to Google Sheets with:

=jivedata("insight-wealth-strategies-llc-0001749914-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $848.7M171 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$4.9M	0.6%	36,673 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$583K	0.1%Prev: 0.1%	3,524 SH	Decreased-384 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.6M	0.4%	14,526 SH	New
ADVANCED MICRO DEVICES INC	COM	$3.5M	0.4%Prev: 0.5%	21,674 SH	Decreased+12,572 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$9.1M	1.1%Prev: 1.2%	243,384 SH	Decreased-8,388 SH
ALPHABET INC	CAP STK CL A	$7.4M	0.9%Prev: 0.7%	30,614 SH	Increased+10,133 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.3%Prev: 0.4%	12,047 SH	Decreased-627 SH
AMAZON COM INC	COM	$6.3M	0.7%Prev: 0.7%	28,813 SH	Decreased-1,460 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$12.5M	1.5%Prev: 1.5%	125,422 SH	Decreased-867 SH
AMERICAN EXPRESS CO	COM	$7.6M	0.9%Prev: 0.0%	23,004 SH	Increased+21,975 SH
APPLE INC	COM	$11.9M	1.4%Prev: 1.4%	46,562 SH	Decreased-756 SH
ARCH CAP GROUP LTD	ORD	$306K	0.0%	3,367 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$5.1M	0.6%	17,272 SH	New
BAKER HUGHES COMPANY	CL A	$5.2M	0.6%Prev: 0.5%	105,884 SH	Decreased+5,192 SH
BANK AMERICA CORP	COM	$271K	0.0%	5,248 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$558K	0.1%Prev: 0.1%	1,111 SH	Decreased-48 SH
BIO RAD LABS INC	CL A	$254K	0.0%Prev: 0.0%	906 SH	Increased+79 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$26.3M	3.1%Prev: 3.2%	444,312 SH	Decreased-45,445 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$371K	0.0%	5,112 SH	New
BLACKROCK ETF TRUST II	SHORT DURATION H	$254K	0.0%	11,378 SH	New
BLOCK INC	CL A	$4.2M	0.5%	58,643 SH	New
BLUE BIRD CORP	COM	$4.4M	0.5%Prev: 0.5%	75,589 SH	Decreased+12,239 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$9.7M	1.1%Prev: 0.1%	249,815 SH	Increased+216,654 SH
BOOZ ALLEN HAMILTON HLDG COR	CL A	$4.8M	0.6%	48,360 SH	New
BROADCOM INC	COM	$5.0M	0.6%Prev: 0.7%	15,276 SH	Decreased-3,118 SH
CALAMOS ETF TR	AUTOCALLABLE INC	$695K	0.1%	25,292 SH	New
CARDINAL HEALTH INC	COM	$2.6M	0.3%Prev: 0.4%	16,296 SH	Decreased+1,223 SH
CDW CORP	COM	$4.7M	0.6%Prev: 0.7%	29,795 SH	Decreased-20,057 SH
CENCORA INC	COM	$5.4M	0.6%Prev: 0.7%	17,296 SH	Decreased-7,023 SH
CHENIERE ENERGY INC	COM NEW	$4.5M	0.5%	19,076 SH	New
CHEVRON CORP NEW	COM	$34.0M	4.0%	218,809 SH	New
CINTAS CORP	COM	$4.0M	0.5%	19,716 SH	New
COCA COLA CO	COM	$223K	0.0%Prev: 0.0%	3,364 SH	Decreased-332 SH
COMFORT SYS USA INC	COM	$6.4M	0.8%Prev: 0.8%	7,788 SH	Decreased+3,152 SH
CONSTELLATION ENERGY CORP	COM	$5.0M	0.6%Prev: 0.6%	15,220 SH	Decreased-9,445 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$19.0M	2.2%	449,081 SH	New
DYNATRACE INC	COM NEW	$3.8M	0.5%	79,424 SH	New
EXXON MOBIL CORP	COM	$1.8M	0.2%Prev: 0.2%	15,868 SH	Decreased+1,665 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$811K	0.1%Prev: 0.1%	17,535 SH	Decreased-6,843 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.2M	0.1%Prev: 0.1%	24,209 SH	Decreased-3,733 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$322K	0.0%Prev: 0.0%	13,595 SH	Decreased-488 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$395K	0.0%	1,411 SH	New
FORTINET INC	COM	$3.6M	0.4%Prev: 0.9%	43,028 SH	Decreased-15,015 SH
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$1.2M	0.1%Prev: 0.1%	49,683 SH	Increased+1,002 SH
GE AEROSPACE	COM NEW	$342K	0.0%Prev: 0.0%	1,135 SH	Decreased-220 SH
GODADDY INC	CL A	$3.5M	0.4%	25,271 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$26.2M	3.1%Prev: 0.3%	637,569 SH	Increased+575,259 SH
GRAINGER W W INC	COM	$4.7M	0.6%	4,978 SH	New
HARTFORD INSURANCE GROUP INC	COM	$2.4M	0.3%	17,947 SH	New
HOME DEPOT INC	COM	$5.1M	0.6%Prev: 0.7%	12,642 SH	Decreased-8,870 SH
IDEXX LABS INC	COM	$5.5M	0.6%	8,540 SH	New
IES HLDGS INC	COM	$294K	0.0%	739 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.9M	0.3%Prev: 0.4%	42,774 SH	Decreased+713 SH
INTUIT	COM	$4.2M	0.5%	6,092 SH	New
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$274K	0.0%Prev: 0.0%	5,195 SH	Decreased-1,257 SH
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$342K	0.0%Prev: 0.0%	14,341 SH	Decreased-3,146 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$26.6M	3.1%Prev: 3.3%	219,768 SH	Decreased+4,338 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$16.6M	2.0%Prev: 2.3%	307,218 SH	Decreased-78,514 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$11.9M	1.4%	567,999 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$12.1M	1.4%Prev: 1.5%	89,697 SH	Decreased-3,418 SH
INVESCO MUN OPPORTUNITY TR	COM	$261K	0.0%	26,949 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$237K	0.0%Prev: 0.0%	39,360 SH	Decreased+146 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	0.3%Prev: 0.3%	4,097 SH	Decreased+390 SH
ISHARES INC	CORE MSCI EMKT	$7.3M	0.9%Prev: 1.7%	110,460 SH	Decreased-102,213 SH
ISHARES INC	INTL HIGH YIELD	$355K	0.0%	6,384 SH	New
ISHARES TR	10+ YR INVST GRD	$23.7M	2.8%	460,559 SH	New
ISHARES TR	20 YR TR BD ETF	$28.1M	3.3%Prev: 2.7%	314,160 SH	Increased-2,799 SH
ISHARES TR	7-10 YR TRSY BD	$3.2M	0.4%Prev: 0.3%	32,796 SH	Decreased-2,251 SH
ISHARES TR	CORE DIV GRWTH	$814K	0.1%Prev: 0.1%	11,957 SH	Decreased+77 SH
ISHARES TR	CORE INTL AGGR	$378K	0.0%Prev: 0.0%	7,388 SH	Decreased-1,498 SH
ISHARES TR	CORE MSCI EAFE	$262K	0.0%Prev: 0.0%	3,001 SH	Decreased-14 SH
ISHARES TR	CORE S&P SCP ETF	$710K	0.1%Prev: 0.1%	5,971 SH	Increased+1,303 SH
ISHARES TR	CORE S&P US GWT	$944K	0.1%Prev: 0.1%	5,740 SH	Increased+852 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.1%Prev: 0.2%	1,654 SH	Decreased-727 SH
ISHARES TR	CUR HD EURZN ETF	$7.6M	0.9%Prev: 0.0%	181,357 SH	Increased+174,026 SH
ISHARES TR	ESG MSCI KLD 400	$247K	0.0%	1,963 SH	New
ISHARES TR	ESG MSCI USA ETF	$211K	0.0%Prev: 0.0%	3,677 SH	Decreased+563 SH
ISHARES TR	FLTG RATE NT ETF	$3.8M	0.4%Prev: 0.4%	74,738 SH	Decreased-11,569 SH
ISHARES TR	HIGH YLD SYSTM B	$23.1M	2.7%	481,910 SH	New
ISHARES TR	IBOXX INV CP ETF	$6.9M	0.8%Prev: 0.5%	61,526 SH	Increased+17,960 SH
ISHARES TR	INTL TREA BD ETF	$5.9M	0.7%	138,631 SH	New
ISHARES TR	JPMORGAN USD EMG	$2.8M	0.3%	29,750 SH	New
ISHARES TR	MBS ETF	$3.9M	0.5%Prev: 0.4%	41,244 SH	Decreased-6,671 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.1%Prev: 0.1%	11,538 SH	Decreased-2,345 SH
ISHARES TR	MSCI EAFE MIN VL	$487K	0.1%Prev: 0.0%	5,737 SH	Increased+1,557 SH
ISHARES TR	MSCI INTL QUALTY	$439K	0.1%Prev: 0.0%	9,938 SH	Increased+3,317 SH
ISHARES TR	MSCI USA MIN VOL	$12.3M	1.4%	128,838 SH	New
ISHARES TR	MSCI USA MMENTM	$1.5M	0.2%Prev: 0.2%	5,689 SH	Decreased+692 SH
ISHARES TR	MSCI USA QLT FCT	$18.5M	2.2%Prev: 0.2%	95,294 SH	Increased+88,148 SH
ISHARES TR	NATIONAL MUN ETF	$3.9M	0.5%Prev: 0.4%	36,396 SH	Decreased-5,671 SH
ISHARES TR	PFD AND INCM SEC	$28.5M	3.4%Prev: 0.5%	901,080 SH	Increased+746,605 SH
ISHARES TR	RUS 1000 GRW ETF	$532K	0.1%Prev: 0.1%	1,136 SH	Decreased-3,847 SH
ISHARES TR	RUS 1000 VAL ETF	$225K	0.0%Prev: 0.0%	1,104 SH	Decreased-3 SH
ISHARES TR	RUSSELL 2000 ETF	$373K	0.0%Prev: 0.0%	1,540 SH	Decreased+292 SH
ISHARES TR	S&P 500 BUYWRITE	$761K	0.1%	16,335 SH	New
ISHARES TR	S&P 500 GRWT ETF	$565K	0.1%Prev: 0.1%	4,678 SH	Decreased+525 SH
ISHARES TR	SELECT DIVID ETF	$486K	0.1%Prev: 0.0%	3,421 SH	Decreased+245 SH
ISHARES U S ETF TR	SHORT DURATION B	$376K	0.0%	7,339 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$592K	0.1%Prev: 0.0%	11,650 SH	Increased+7,371 SH
JEFFERIES FINL GROUP INC	COM	$5.3M	0.6%	81,769 SH	New
JPMORGAN CHASE & CO.	COM	$3.3M	0.4%	10,591 SH	New
KLA CORP	COM NEW	$6.1M	0.7%Prev: 1.1%	5,677 SH	Decreased-38,398 SH
LAM RESEARCH CORP	COM NEW	$13.3M	1.6%Prev: 2.3%	99,378 SH	Decreased+38,572 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$20.4M	2.4%Prev: 2.7%	586,010 SH	Decreased-93,162 SH
LEIDOS HOLDINGS INC	COM	$5.6M	0.7%Prev: 0.4%	29,467 SH	Increased-13,280 SH
LOWES COS INC	COM	$248K	0.0%Prev: 0.0%	986 SH	Increased-29 SH
MCKESSON CORP	COM	$4.8M	0.6%Prev: 0.0%	6,175 SH	Increased+5,801 SH
MERCK & CO INC	COM	$4.8M	0.6%Prev: 0.7%	57,219 SH	Decreased+2,896 SH
META PLATFORMS INC	CL A	$5.2M	0.6%Prev: 0.1%	7,145 SH	Increased+6,080 SH
MICROSOFT CORP	COM	$8.2M	1.0%Prev: 0.8%	15,772 SH	Increased-4,253 SH
MOODYS CORP	COM	$4.8M	0.6%	10,059 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$4.9M	0.6%Prev: 0.7%	10,732 SH	Decreased-5,493 SH
MUELLER INDS INC	COM	$275K	0.0%Prev: 0.0%	2,721 SH	Decreased-2,323 SH
NETFLIX INC	COM	$794K	0.1%	662 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$153K	0.0%Prev: 0.0%	13,465 SH	Increased+1,719 SH
NVIDIA CORPORATION	COM	$6.1M	0.7%Prev: 0.8%	32,528 SH	Decreased-6,390 SH
OLD REP INTL CORP	COM	$2.6M	0.3%Prev: 0.3%	60,542 SH	Decreased-25,085 SH
ORACLE CORP	COM	$5.1M	0.6%	18,290 SH	New
PACCAR INC	COM	$4.4M	0.5%	44,566 SH	New
PACER FDS TR	SWAN SOS MOD JAN	$453K	0.1%Prev: 0.1%	14,305 SH	Decreased-25,865 SH
PALANTIR TECHNOLOGIES INC	CL A	$6.5M	0.8%Prev: 0.1%	35,614 SH	Increased+30,617 SH
PAYONEER GLOBAL INC	COM	$3.8M	0.5%	633,213 SH	New
PEPSICO INC	COM	$285K	0.0%Prev: 0.0%	2,028 SH	Increased+588 SH
PGIM ETF TR	AAA CLO ETF	$983K	0.1%Prev: 3.3%	19,088 SH	Decreased-636,894 SH
QUALCOMM INC	COM	$4.8M	0.6%Prev: 0.5%	28,616 SH	Decreased-1,478 SH
REGENERON PHARMACEUTICALS	COM	$4.1M	0.5%Prev: 0.5%	7,278 SH	Decreased-1,456 SH
REINSURANCE GRP OF AMERICA I	COM NEW	$260K	0.0%	1,354 SH	New
RICHARDSON ELECTRS LTD	COM	$98K	0.0%Prev: 0.0%	10,000 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$252K	0.0%Prev: 0.0%	7,893 SH	Decreased-3 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$6.2M	0.7%Prev: 0.9%	26,358 SH	Decreased+16,559 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$12.6M	1.5%	106,494 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$380K	0.0%	7,062 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$11.7M	1.4%	84,306 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$8.3M	1.0%	29,277 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$266K	0.0%	9,902 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$11.8M	1.4%Prev: 1.6%	514,852 SH	Decreased-249,476 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$856K	0.1%Prev: 0.0%	30,603 SH	Increased+11,175 SH
SM ENERGY CO	COM	$2.7M	0.3%	108,074 SH	New
SPDR GOLD TR	GOLD SHS	$317K	0.0%Prev: 0.0%	893 SH	Increased+139 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	0.5%	6,620 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$1.0M	0.1%	11,458 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$2.8M	0.3%	28,311 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$730K	0.1%	29,301 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$376K	0.0%	3,596 SH	New
SPDR SERIES TRUST	S&P OILGAS EXP	$201K	0.0%	1,517 SH	New
STANLEY BLACK & DECKER INC	COM	$4.8M	0.6%Prev: 0.8%	64,249 SH	Decreased-20,052 SH
STRATEGY SHS	NS 7HANDL IDX	$389K	0.0%	17,441 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$23.5M	2.8%	457,209 SH	New
TARGA RES CORP	COM	$418K	0.0%Prev: 0.1%	2,496 SH	Decreased-40 SH
TESLA INC	COM	$1.2M	0.1%Prev: 0.1%	2,709 SH	Increased-63 SH
TEXAS INSTRS INC	COM	$255K	0.0%Prev: 0.0%	1,385 SH	Increased+565 SH
TIDAL TRUST I	UNLIMITED HFGM	$660K	0.1%Prev: 1.1%	20,877 SH	Decreased-355,793 SH
TJX COS INC NEW	COM	$830K	0.1%Prev: 0.1%	5,742 SH	Increased+1,148 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.0M	0.5%Prev: 0.5%	79,022 SH	Decreased-12,723 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$304K	0.0%Prev: 0.1%	932 SH	Decreased-3 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$679K	0.1%Prev: 0.1%	1,109 SH	Decreased-17 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$256K	0.0%Prev: 0.0%	781 SH	Decreased-312 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.6M	0.4%Prev: 0.4%	72,179 SH	Decreased-11,959 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$30.4M	3.6%Prev: 3.1%	390,926 SH	Decreased-29,400 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$527K	0.1%	2,443 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$285K	0.0%Prev: 0.0%	4,764 SH	Decreased-534 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$12.7M	1.5%Prev: 0.0%	89,792 SH	Increased+87,191 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$634K	0.1%Prev: 0.1%	7,076 SH	Increased+1,553 SH
VERISK ANALYTICS INC	COM	$3.5M	0.4%	14,010 SH	New
VISA INC	COM CL A	$640K	0.1%Prev: 0.1%	1,875 SH	Decreased-344 SH
WALMART INC	COM	$1.9M	0.2%Prev: 0.0%	18,910 SH	Increased+16,307 SH
WASTE MGMT INC DEL	COM	$2.7M	0.3%Prev: 0.0%	12,070 SH	Increased+11,046 SH
WEATHERFORD INTL PLC	ORD SHS	$5.0M	0.6%Prev: 0.5%	72,814 SH	Decreased+8,796 SH
WEC ENERGY GROUP INC	COM	$426K	0.1%Prev: 0.0%	3,717 SH	Increased+499 SH
WISDOMTREE TR	INTK MLTIFACTR	$243K	0.0%Prev: 0.0%	7,605 SH	Decreased-2,109 SH
WISDOMTREE TR	US EFFICIENT COR	$1.8M	0.2%	33,552 SH	New

Sold (vs prior filing)

APPLOVIN CORP — $6.9M
ARROW ELECTRS INC — $4.8M
ASTRANA HEALTH INC — $7.1M
ATI INC — $279K
BANK OF AMER CORP — $338K
BIOGEN INC — $7.2M
BLACKROCK ETF TRUST — $417K
BWX TECHNOLOGIES INC — $5.9M
CALAMOS ETF TR — $1.4M
CATERPILLAR INC — $262K
CENTENE CORP DEL — $6.7M
CENTURY ALUM CO — $6.2M
CF INDUSTRIES HOLD — $5.9M
CHEVRON CORPORATION — $28.4M
CISCO SYS INC — $306K
COSTCO WHOLESALE CORPORATION — $354K
DEVON ENERGY CORP NEW — $5.9M
DIGITALOCEAN HLDGS INC — $9.2M
EA SERIES TRUST — $1.4M
ELI LILLY & CO — $325K
… and 49 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