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: $872.1M171 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$4.8M	0.5%	37,930 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$720K	0.1%Prev: 0.1%	3,504 SH	Decreased-404 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.9M	0.6%	18,175 SH	New
ADVANCED MICRO DEVICES INC	COM	$4.0M	0.5%Prev: 0.6%	18,626 SH	Decreased+9,484 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$9.5M	1.1%Prev: 1.0%	246,420 SH	Decreased-6,468 SH
ALPHABET INC	CAP STK CL A	$6.5M	0.7%Prev: 0.7%	20,850 SH	Decreased+390 SH
ALPHABET INC	CAP STK CL C	$3.9M	0.4%Prev: 0.4%	12,335 SH	Decreased-493 SH
AMAZON COM INC	COM	$6.5M	0.7%Prev: 0.7%	27,957 SH	Decreased-2,157 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$12.7M	1.5%Prev: 1.5%	124,779 SH	Decreased-1,353 SH
AMERICAN EXPRESS CO	COM	$8.3M	0.9%Prev: 0.0%	22,321 SH	Increased+21,470 SH
APPLE INC	COM	$12.4M	1.4%Prev: 1.6%	45,601 SH	Decreased-1,831 SH
ASTRANA HEALTH INC	COM NEW	$3.5M	0.4%Prev: 0.5%	141,641 SH	Decreased+1,977 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.5M	0.5%	17,459 SH	New
BAKER HUGHES COMPANY	CL A	$5.0M	0.6%Prev: 0.6%	109,208 SH	Decreased+6,019 SH
BANK AMERICA CORP	COM	$345K	0.0%	6,265 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$590K	0.1%Prev: 0.1%	1,174 SH	Decreased-20 SH
BIO RAD LABS INC	CL A	$254K	0.0%Prev: 0.0%	839 SH	Decreased+73 SH
BIOGEN INC	COM	$5.1M	0.6%Prev: 0.8%	28,960 SH	Decreased-5,201 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$27.5M	3.2%Prev: 3.3%	452,161 SH	Decreased-34,788 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$377K	0.0%	5,085 SH	New
BLACKROCK ETF TRUST II	SHORT DURATION H	$257K	0.0%	11,558 SH	New
BLOCK INC	CL A	$4.3M	0.5%	65,930 SH	New
BLUE BIRD CORP	COM	$3.1M	0.4%Prev: 0.4%	66,044 SH	Decreased+1,709 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$10.6M	1.2%Prev: 0.1%	263,394 SH	Increased+245,194 SH
BOOZ ALLEN HAMILTON HLDG COR	CL A	$4.2M	0.5%	49,937 SH	New
BROADCOM INC	COM	$5.5M	0.6%Prev: 0.7%	15,845 SH	Decreased-3,144 SH
CALAMOS ETF TR	AUTOCALLABLE INC	$842K	0.1%	31,480 SH	New
CARDINAL HEALTH INC	COM	$3.4M	0.4%Prev: 0.3%	16,312 SH	Decreased+1,054 SH
CDW CORP	COM	$4.2M	0.5%Prev: 0.6%	30,622 SH	Decreased-19,769 SH
CENCORA INC	COM	$5.9M	0.7%Prev: 0.7%	17,472 SH	Decreased-6,751 SH
CENTENE CORP DEL	COM	$5.0M	0.6%Prev: 0.6%	121,559 SH	Decreased+23,028 SH
CENTURY ALUM CO	COM	$6.0M	0.7%Prev: 0.7%	154,066 SH	Decreased-31,263 SH
CHENIERE ENERGY INC	COM NEW	$230K	0.0%	1,182 SH	New
CHEVRON CORP NEW	COM	$33.5M	3.8%	219,858 SH	New
CINTAS CORP	COM	$3.7M	0.4%	19,409 SH	New
COCA COLA CO	COM	$251K	0.0%Prev: 0.0%	3,584 SH	Decreased-312 SH
COMFORT SYS USA INC	COM	$5.2M	0.6%Prev: 0.7%	5,622 SH	Decreased+1,548 SH
COMMSCOPE HLDG CO INC	COM	$4.4M	0.5%	243,561 SH	New
CONSTELLATION ENERGY CORP	COM	$5.6M	0.6%Prev: 0.6%	15,724 SH	Decreased-9,250 SH
DIGITALOCEAN HLDGS INC	COM	$4.6M	0.5%Prev: 0.0%	95,754 SH	Increased+92,474 SH
ELI LILLY & CO	COM	$260K	0.0%Prev: 0.0%	242 SH	Decreased-48 SH
EXPRO GROUP HOLDINGS NV	COM	$3.6M	0.4%	267,478 SH	New
EXXON MOBIL CORP	COM	$2.1M	0.2%	17,432 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$985K	0.1%Prev: 0.1%	21,404 SH	Decreased-2,516 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.3M	0.1%Prev: 0.1%	24,784 SH	Decreased-4,121 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$325K	0.0%Prev: 0.0%	13,754 SH	Decreased-502 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$278K	0.0%	1,034 SH	New
FORTINET INC	COM	$4.5M	0.5%Prev: 0.8%	56,127 SH	Decreased+11,365 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$302K	0.0%Prev: 0.0%	8,754 SH	Decreased
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$1.3M	0.2%Prev: 0.1%	56,107 SH	Increased+3,048 SH
GE AEROSPACE	COM NEW	$374K	0.0%Prev: 0.0%	1,213 SH	Decreased-166 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$27.9M	3.2%Prev: 0.3%	649,776 SH	Increased+590,113 SH
GRAINGER W W INC	COM	$5.1M	0.6%	5,045 SH	New
HARTFORD INSURANCE GROUP INC	COM	$2.7M	0.3%	19,861 SH	New
HOME DEPOT INC	COM	$4.6M	0.5%Prev: 0.6%	13,237 SH	Decreased-8,601 SH
IDEXX LABS INC	COM	$4.5M	0.5%	6,721 SH	New
IES HLDGS INC	COM	$287K	0.0%	739 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.8M	0.3%Prev: 0.4%	43,305 SH	Decreased+1,270 SH
INTUIT	COM	$4.2M	0.5%	6,355 SH	New
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$306K	0.0%Prev: 0.0%	5,502 SH	Decreased-339 SH
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$364K	0.0%Prev: 0.0%	15,249 SH	Increased-87 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$26.7M	3.1%Prev: 3.7%	223,586 SH	Decreased-23,432 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$17.8M	2.0%Prev: 1.5%	319,537 SH	Increased+64,121 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$12.6M	1.4%Prev: 0.1%	91,059 SH	Increased+85,440 SH
INVESCO MUN OPPORTUNITY TR	COM	$263K	0.0%	27,479 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$233K	0.0%Prev: 0.0%	38,720 SH	Increased-760 SH
INVESCO QQQ TR	UNIT SER 1	$2.6M	0.3%Prev: 0.2%	4,265 SH	Increased+1,342 SH
ISHARES INC	CORE MSCI EMKT	$7.7M	0.9%Prev: 0.9%	114,988 SH	Decreased-1,944 SH
ISHARES INC	INTL HIGH YIELD	$370K	0.0%	6,947 SH	New
ISHARES TR	10+ YR INVST GRD	$24.0M	2.8%Prev: 1.7%	476,471 SH	Increased+91,975 SH
ISHARES TR	20 YR TR BD ETF	$28.0M	3.2%Prev: 2.5%	320,946 SH	Increased-9,281 SH
ISHARES TR	7-10 YR TRSY BD	$3.0M	0.3%Prev: 0.3%	31,650 SH	Decreased-4,428 SH
ISHARES TR	CORE DIV GRWTH	$829K	0.1%Prev: 0.1%	11,946 SH	Decreased+39 SH
ISHARES TR	CORE INTL AGGR	$399K	0.0%Prev: 0.0%	7,973 SH	Increased-19 SH
ISHARES TR	CORE MSCI EAFE	$269K	0.0%Prev: 0.0%	3,009 SH	Decreased-6 SH
ISHARES TR	CORE S&P SCP ETF	$653K	0.1%Prev: 0.1%	5,436 SH	Increased+792 SH
ISHARES TR	CORE S&P US GWT	$965K	0.1%Prev: 0.1%	5,745 SH	Increased+853 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.1%Prev: 0.2%	1,734 SH	Decreased-367 SH
ISHARES TR	CUR HD EURZN ETF	$8.0M	0.9%Prev: 0.0%	182,293 SH	Increased+175,513 SH
ISHARES TR	ESG MSCI KLD 400	$251K	0.0%	1,952 SH	New
ISHARES TR	ESG MSCI USA ETF	$211K	0.0%Prev: 0.0%	3,668 SH	Decreased+550 SH
ISHARES TR	FLTG RATE NT ETF	$4.0M	0.5%Prev: 0.4%	79,574 SH	Decreased-9,325 SH
ISHARES TR	IBOXX INV CP ETF	$30.5M	3.5%Prev: 0.4%	276,655 SH	Increased+232,438 SH
ISHARES TR	JPMORGAN USD EMG	$2.7M	0.3%	27,698 SH	New
ISHARES TR	MBS ETF	$4.0M	0.5%Prev: 0.4%	41,617 SH	Decreased-7,875 SH
ISHARES TR	MSCI EAFE ETF	$1.3M	0.1%Prev: 0.1%	13,063 SH	Decreased+491 SH
ISHARES TR	MSCI EAFE MIN VL	$497K	0.1%Prev: 0.0%	5,766 SH	Increased+1,586 SH
ISHARES TR	MSCI INTL QUALTY	$452K	0.1%Prev: 0.0%	9,941 SH	Increased+3,320 SH
ISHARES TR	MSCI USA MIN VOL	$12.2M	1.4%	129,626 SH	New
ISHARES TR	MSCI USA MMENTM	$1.4M	0.2%Prev: 0.2%	5,693 SH	Decreased+689 SH
ISHARES TR	MSCI USA QLT FCT	$18.9M	2.2%Prev: 0.1%	95,210 SH	Increased+88,573 SH
ISHARES TR	MSCI USA VALUE	$203K	0.0%Prev: 2.7%	1,482 SH	Decreased-137,055 SH
ISHARES TR	NATIONAL MUN ETF	$4.0M	0.5%Prev: 0.4%	37,269 SH	Decreased-6,357 SH
ISHARES TR	PFD AND INCM SEC	$17.8M	2.0%Prev: 0.5%	575,043 SH	Increased+416,107 SH
ISHARES TR	RUS 1000 GRW ETF	$541K	0.1%Prev: 0.1%	1,142 SH	Decreased-3,843 SH
ISHARES TR	RUS 1000 VAL ETF	$232K	0.0%Prev: 0.0%	1,105 SH	Decreased-4 SH
ISHARES TR	RUSSELL 2000 ETF	$380K	0.0%Prev: 0.0%	1,545 SH	Increased+336 SH
ISHARES TR	S&P 500 BUYWRITE	$914K	0.1%	20,081 SH	New
ISHARES TR	S&P 500 GRWT ETF	$511K	0.1%Prev: 0.1%	4,146 SH	Decreased-11 SH
ISHARES TR	SELECT DIVID ETF	$442K	0.1%Prev: 0.0%	3,133 SH	Decreased-40 SH
ISHARES U S ETF TR	SHORT DURATION B	$263K	0.0%	5,150 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$16.0M	1.8%	350,856 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$346K	0.0%Prev: 0.0%	6,836 SH	Increased+2,712 SH
JPMORGAN CHASE & CO.	COM	$3.5M	0.4%	10,852 SH	New
KLA CORP	COM NEW	$6.8M	0.8%Prev: 0.9%	5,565 SH	Decreased-39,142 SH
KROGER CO	COM	$3.4M	0.4%	54,550 SH	New
LAM RESEARCH CORP	COM NEW	$14.6M	1.7%Prev: 2.0%	85,222 SH	Decreased+23,824 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$21.9M	2.5%Prev: 3.7%	595,158 SH	Decreased-290,218 SH
LEIDOS HOLDINGS INC	COM	$4.9M	0.6%Prev: 0.0%	27,175 SH	Increased+25,018 SH
LIQUIDIA CORPORATION	COM NEW	$4.9M	0.6%Prev: 0.3%	141,818 SH	Increased+34,429 SH
LOWES COS INC	COM	$302K	0.0%	1,251 SH	New
MCKESSON CORP	COM	$4.7M	0.5%Prev: 0.0%	5,751 SH	Increased+5,384 SH
MERCK & CO INC	COM	$6.3M	0.7%Prev: 0.8%	60,103 SH	Decreased+5,785 SH
META PLATFORMS INC	CL A	$883K	0.1%Prev: 0.1%	1,337 SH	Increased+198 SH
MICROSOFT CORP	COM	$7.8M	0.9%Prev: 1.0%	16,139 SH	Decreased-3,542 SH
MOODYS CORP	COM	$5.4M	0.6%	10,475 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$4.3M	0.5%Prev: 0.7%	11,253 SH	Decreased-5,022 SH
MUELLER INDS INC	COM	$288K	0.0%Prev: 0.0%	2,513 SH	Decreased-2,540 SH
NETFLIX INC	COM	$530K	0.1%	5,648 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$160K	0.0%Prev: 0.0%	13,785 SH	Increased+1,896 SH
NVIDIA CORPORATION	COM	$5.5M	0.6%Prev: 0.9%	29,537 SH	Decreased-8,526 SH
OLD REP INTL CORP	COM	$2.8M	0.3%Prev: 0.3%	62,076 SH	Decreased-24,749 SH
PACER FDS TR	SWAN SOS MOD JAN	$659K	0.1%Prev: 0.2%	20,287 SH	Decreased-26,429 SH
PALANTIR TECHNOLOGIES INC	CL A	$4.8M	0.6%Prev: 0.1%	27,082 SH	Increased+22,211 SH
PAYONEER GLOBAL INC	COM	$109K	0.0%	19,348 SH	New
PEPSICO INC	COM	$306K	0.0%	2,131 SH	New
PGIM ETF TR	AAA CLO ETF	$963K	0.1%Prev: 2.9%	18,791 SH	Decreased-557,347 SH
QUALCOMM INC	COM	$4.9M	0.6%Prev: 0.6%	28,481 SH	Decreased-6,564 SH
REGENERON PHARMACEUTICALS	COM	$5.8M	0.7%Prev: 0.6%	7,496 SH	Decreased-1,121 SH
RICHARDSON ELECTRS LTD	COM	$109K	0.0%Prev: 0.0%	10,000 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$258K	0.0%Prev: 0.0%	7,894 SH	Increased+1,558 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$7.0M	0.8%Prev: 0.9%	25,378 SH	Decreased+15,441 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$12.8M	1.5%	108,862 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$232K	0.0%	4,243 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$13.0M	1.5%	84,067 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$8.6M	1.0%	59,791 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$267K	0.0%	10,091 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$14.4M	1.7%Prev: 1.1%	647,232 SH	Increased+80,259 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.0M	0.1%Prev: 0.1%	38,296 SH	Increased+18,564 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$14.0M	1.6%	640,356 SH	New
SPDR GOLD TR	GOLD SHS	$303K	0.0%Prev: 0.0%	764 SH	Decreased-317 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.5M	0.5%	6,667 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$1.0M	0.1%	11,501 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$2.6M	0.3%	26,583 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$736K	0.1%	29,508 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$309K	0.0%	2,893 SH	New
STANLEY BLACK & DECKER INC	COM	$5.0M	0.6%Prev: 0.7%	67,795 SH	Decreased-15,604 SH
T ROWE PRICE ETF INC	FLOATING RATE	$24.9M	2.8%	483,518 SH	New
TARGA RES CORP	COM	$464K	0.1%Prev: 0.1%	2,513 SH	Decreased-39 SH
TESLA INC	COM	$1.2M	0.1%Prev: 0.1%	2,712 SH	Increased-82 SH
TIDAL TRUST I	UNLIMITED HFGM	$1.1M	0.1%Prev: 1.2%	36,961 SH	Decreased-351,957 SH
TJX COS INC NEW	COM	$866K	0.1%Prev: 0.1%	5,635 SH	Increased+1,027 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$3.4M	0.4%Prev: 0.4%	67,382 SH	Decreased-26,338 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$16.5M	1.9%Prev: 0.0%	637,239 SH	Increased+623,276 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$337K	0.0%Prev: 0.0%	935 SH	Decreased+154 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$708K	0.1%Prev: 0.1%	1,129 SH	Decreased-4 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$263K	0.0%	783 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.6M	0.4%Prev: 0.4%	71,772 SH	Decreased-15,141 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$30.2M	3.5%Prev: 3.0%	398,650 SH	Decreased-47,194 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$537K	0.1%	2,442 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$284K	0.0%Prev: 0.0%	4,548 SH	Increased+1,049 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$13.0M	1.5%Prev: 0.0%	90,603 SH	Increased+88,153 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$648K	0.1%Prev: 0.1%	7,083 SH	Increased+1,645 SH
VERISK ANALYTICS INC	COM	$4.7M	0.5%	20,901 SH	New
VISA INC	COM CL A	$721K	0.1%Prev: 0.1%	2,057 SH	Decreased-196 SH
WALMART INC	COM	$2.1M	0.2%Prev: 0.0%	19,154 SH	Increased+16,911 SH
WASTE MGMT INC DEL	COM	$2.8M	0.3%	12,549 SH	New
WEATHERFORD INTL PLC	ORD SHS	$4.8M	0.6%	61,690 SH	New
WEC ENERGY GROUP INC	COM	$395K	0.0%Prev: 0.0%	3,744 SH	Increased+477 SH
WISDOMTREE TR	INTK MLTIFACTR	$261K	0.0%Prev: 0.0%	8,035 SH	Decreased-2,223 SH
WISDOMTREE TR	US EFFICIENT COR	$2.0M	0.2%	36,578 SH	New

Sold (vs prior filing)

ABRDN ETFS — $19.7M
ARROW ELECTRS INC — $5.3M
ATI INC — $276K
BANK OF AMER CORP — $254K
BLACKROCK ETF TRUST — $1.6M
BLACKROCK ETF TRUST — $423K
BWX TECHNOLOGIES INC — $5.1M
CALAMOS ETF TR — $1.2M
CATERPILLAR INC — $227K
CF INDUSTRIES HOLD — $6.4M
CHEVRON CORPORATION — $33.1M
CISCO SYS INC — $261K
COSTCO WHOLESALE CORPORATION — $279K
DEVON ENERGY CORP NEW — $6.9M
EA SERIES TRUST — $1.6M
EXXONMOBIL HOLDINGS CORP — $2.3M
FLEX LTD — $5.7M
GE VERNOVA INC — $340K
GLOBAL X FDS — $8.5M
GOLDMAN SACHS ETF TR — $425K
… and 55 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