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: $895.7M174 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$5.4M	0.6%	52,944 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$855K	0.1%Prev: 1.0%	3,908 SH	Decreased-53,047 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.7M	0.4%Prev: 0.5%	18,848 SH	Increased+7,933 SH
ADVANCED MICRO DEVICES INC	COM	$3.8M	0.4%Prev: 0.3%	18,722 SH	Increased-2,955 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$9.8M	1.1%Prev: 0.0%	248,837 SH	Increased+236,739 SH
ALPHABET INC	CAP STK CL A	$6.0M	0.7%Prev: 0.6%	20,988 SH	Increased-9,387 SH
ALPHABET INC	CAP STK CL C	$3.6M	0.4%Prev: 0.2%	12,401 SH	Increased+525 SH
AMAZON COM INC	COM	$5.9M	0.7%Prev: 0.7%	28,192 SH	Increased+1,186 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$13.7M	1.5%Prev: 1.4%	124,387 SH	Increased+4,771 SH
AMERICAN EXPRESS CO	COM	$7.0M	0.8%Prev: 0.8%	23,134 SH	Increased+11 SH
APPLE INC	COM	$11.6M	1.3%Prev: 1.1%	45,628 SH	Increased+8,618 SH
ASTRANA HEALTH INC	COM NEW	$3.5M	0.4%	143,291 SH	New
ATI INC	COM	$211K	0.0%	1,454 SH	New
BAKER HUGHES COMPANY	CL A	$5.9M	0.7%	95,888 SH	New
BANK AMERICA CORP	COM	$305K	0.0%Prev: 0.0%	6,260 SH	Decreased-1,582 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$579K	0.1%Prev: 0.1%	1,209 SH	Decreased+105 SH
BIO RAD LABS INC	CL A	$234K	0.0%Prev: 0.0%	839 SH	Increased-67 SH
BIOGEN INC	COM	$5.4M	0.6%	29,346 SH	New
BLACKROCK ETF TRUST	ISHARES US CARBO	$360K	0.0%	5,128 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$27.6M	3.1%Prev: 2.8%	474,784 SH	Increased+48,289 SH
BLOCK INC	CL A	$4.0M	0.5%Prev: 0.5%	67,044 SH	Increased+1,589 SH
BLUE BIRD CORP	COM	$3.7M	0.4%Prev: 0.4%	65,844 SH	Increased-15,535 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$11.8M	1.3%	264,809 SH	New
BROADCOM INC	COM	$6.2M	0.7%Prev: 0.6%	19,964 SH	Increased-5,001 SH
CALAMOS ETF TR	AUTOCALLABLE INC	$1.1M	0.1%	43,590 SH	New
CARDINAL HEALTH INC	COM	$3.0M	0.3%Prev: 0.4%	14,049 SH	Increased-5,478 SH
CDW CORP	COM	$5.8M	0.6%Prev: 0.4%	47,731 SH	Increased+27,154 SH
CENCORA INC	COM	$5.6M	0.6%Prev: 0.7%	17,671 SH	Decreased-2,301 SH
CENTENE CORP DEL	COM	$4.0M	0.4%	122,138 SH	New
CENTURY ALUM CO	COM	$8.6M	1.0%	146,024 SH	New
CHEVRON CORPORATION	COM	$36.3M	4.0%	175,223 SH	New
CINTAS CORP	COM	$3.3M	0.4%Prev: 0.6%	19,428 SH	Decreased-2,051 SH
COCA COLA CO	COM	$273K	0.0%Prev: 0.0%	3,587 SH	Increased+693 SH
COMFORT SYS USA INC	COM	$7.5M	0.8%Prev: 0.3%	5,437 SH	Increased-2,395 SH
CONSTELLATION ENERGY CORP	COM	$5.5M	0.6%	19,633 SH	New
COSTCO WHOLESALE CORPORATION	COM	$212K	0.0%	212 SH	New
DEVON ENERGY CORP NEW	COM	$6.9M	0.8%	136,395 SH	New
DIGITALOCEAN HLDGS INC	COM	$8.0M	0.9%	93,009 SH	New
EA SERIES TRUST	RELATIVE SENTIME	$1.1M	0.1%	27,467 SH	New
ELI LILLY & CO	COM	$237K	0.0%	258 SH	New
EXPRO GROUP HOLDINGS NV	COM	$4.7M	0.5%	270,449 SH	New
EXXON MOBIL CORP	COM	$2.8M	0.3%Prev: 0.3%	16,367 SH	Increased+466 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.1M	0.1%Prev: 0.1%	23,458 SH	Increased+6,222 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.3M	0.1%Prev: 0.2%	26,129 SH	Increased+1,588 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$319K	0.0%	13,920 SH	New
FORTINET INC	COM	$4.5M	0.5%Prev: 0.5%	54,886 SH	Increased+12,514 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$317K	0.0%	8,754 SH	New
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$1.3M	0.1%Prev: 0.0%	55,818 SH	Increased+43,341 SH
GE AEROSPACE	COM NEW	$354K	0.0%Prev: 0.0%	1,248 SH	Increased+154 SH
GE VERNOVA INC	COM	$253K	0.0%	290 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$28.1M	3.1%Prev: 3.5%	652,469 SH	Increased-85,716 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$478K	0.1%	9,556 SH	New
HARTFORD INSURANCE GROUP INC	COM	$2.9M	0.3%	21,545 SH	New
HOME DEPOT INC	COM	$5.3M	0.6%Prev: 0.6%	15,965 SH	Increased+4,357 SH
HUNTINGTON INGALLS INDS INC	COM	$5.0M	0.6%	13,223 SH	New
IDEXX LABS INC	COM	$3.8M	0.4%Prev: 0.6%	6,781 SH	Decreased-3,211 SH
IES HOLDINGS INC	COM	$352K	0.0%	739 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.9M	0.3%Prev: 0.3%	43,894 SH	Increased+29,415 SH
INVESCO EXCH TRADED FD TR II	GLOBAL EX US HGH	$16.1M	1.8%	831,758 SH	New
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$351K	0.0%	6,237 SH	New
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$391K	0.0%	16,928 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$21.1M	2.4%Prev: 2.8%	188,038 SH	Increased-33,334 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$20.2M	2.3%	368,510 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$13.4M	1.5%Prev: 1.3%	92,075 SH	Increased+4,030 SH
INVESCO MUN OPPORTUNIT TR	COM	$266K	0.0%	28,016 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$239K	0.0%Prev: 0.0%	38,964 SH	Increased+113 SH
INVESCO QQQ TR	UNIT SER 1	$2.4M	0.3%Prev: 0.3%	4,182 SH	Increased+162 SH
ISHARES INC	CORE MSCI EMKT	$12.9M	1.4%	185,574 SH	New
ISHARES INC	EURO HIGH YIELD	$404K	0.0%	7,702 SH	New
ISHARES SILVER TR	ISHARES	$201K	0.0%	2,944 SH	New
ISHARES TR	0-5 YR TIPS ETF	$12.3M	1.4%	118,544 SH	New
ISHARES TR	10+ YR INVST GRD	$24.6M	2.7%Prev: 3.0%	495,996 SH	Increased+57,669 SH
ISHARES TR	20 YR TR BD ETF	$2.5M	0.3%Prev: 3.7%	29,070 SH	Decreased-271,831 SH
ISHARES TR	7-10 YR TRSY BD	$3.1M	0.3%Prev: 3.4%	32,607 SH	Decreased-229,305 SH
ISHARES TR	CORE DIV GRWTH	$835K	0.1%Prev: 0.1%	11,895 SH	Increased-56 SH
ISHARES TR	CORE INTL AGGR	$433K	0.0%	8,663 SH	New
ISHARES TR	CORE MSCI EAFE	$272K	0.0%Prev: 0.0%	3,009 SH	Increased-165 SH
ISHARES TR	CORE S&P SCP ETF	$581K	0.1%Prev: 0.1%	4,677 SH	Decreased-1,690 SH
ISHARES TR	CORE S&P US GWT	$758K	0.1%Prev: 0.1%	4,884 SH	Increased-847 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.1%Prev: 0.1%	1,675 SH	Increased-51 SH
ISHARES TR	CUR HD EURZN ETF	$10.2M	1.1%Prev: 1.8%	234,524 SH	Decreased-109,092 SH
ISHARES TR	EAFE VALUE ETF	$338K	0.0%	4,547 SH	New
ISHARES TR	ESG MSCI KLD 400	$238K	0.0%	1,965 SH	New
ISHARES TR	FLTG RATE NT ETF	$4.1M	0.5%Prev: 0.5%	80,365 SH	Increased+1,120 SH
ISHARES TR	IBOXX INV CP ETF	$27.4M	3.1%Prev: 1.0%	251,203 SH	Increased+185,774 SH
ISHARES TR	JPMORGAN USD EMG	$2.5M	0.3%Prev: 0.4%	26,848 SH	Decreased-7,767 SH
ISHARES TR	MBS ETF	$4.2M	0.5%Prev: 0.5%	44,638 SH	Increased+2,174 SH
ISHARES TR	MSCI EAFE ETF	$1.3M	0.1%Prev: 0.1%	13,758 SH	Increased+6,601 SH
ISHARES TR	MSCI EAFE MIN VL	$378K	0.0%Prev: 0.1%	4,137 SH	Decreased-1,558 SH
ISHARES TR	MSCI INTL QUALTY	$306K	0.0%Prev: 0.0%	6,617 SH	Increased+619 SH
ISHARES TR	MSCI USA MIN VOL	$1.8M	0.2%Prev: 1.8%	19,475 SH	Decreased-120,944 SH
ISHARES TR	MSCI USA MMENTM	$1.2M	0.1%Prev: 0.2%	4,999 SH	Increased-785 SH
ISHARES TR	MSCI USA QLT FCT	$13.8M	1.5%Prev: 3.2%	71,720 SH	Decreased-69,164 SH
ISHARES TR	MSCI USA VALUE	$22.0M	2.5%	154,871 SH	New
ISHARES TR	NATIONAL MUN ETF	$4.2M	0.5%Prev: 0.5%	39,438 SH	Increased+2,750 SH
ISHARES TR	PFD AND INCM SEC	$6.8M	0.8%Prev: 3.3%	225,271 SH	Decreased-568,650 SH
ISHARES TR	RUS 1000 GRW ETF	$519K	0.1%Prev: 0.1%	1,217 SH	Decreased-821 SH
ISHARES TR	RUS 1000 VAL ETF	$236K	0.0%Prev: 0.0%	1,106 SH	Increased-14 SH
ISHARES TR	RUSSELL 2000 ETF	$334K	0.0%Prev: 0.0%	1,345 SH	Increased-183 SH
ISHARES TR	S&P 500 BUYWRITE	$554K	0.1%Prev: 0.0%	12,694 SH	Increased+6,186 SH
ISHARES TR	S&P 500 GRWT ETF	$469K	0.1%Prev: 0.1%	4,149 SH	Increased-686 SH
ISHARES TR	SELECT DIVID ETF	$478K	0.1%Prev: 0.1%	3,154 SH	Increased-213 SH
ISHARES TR	U.S. PHARMA ETF	$10.3M	1.1%	118,692 SH	New
JANUS DETROIT STR TR	B-BBB CLO ETF	$8.1M	0.9%	173,270 SH	New
JANUS DETROIT STR TR	HENDERSON MTG	$20.5M	2.3%	453,389 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$308K	0.0%Prev: 2.5%	6,122 SH	Decreased-359,493 SH
JPMORGAN CHASE & CO	COM	$3.4M	0.4%	11,462 SH	New
KLA CORP	COM NEW	$7.7M	0.9%Prev: 0.5%	5,214 SH	Increased-607 SH
KROGER CO	COM	$4.1M	0.5%	56,125 SH	New
LAM RESEARCH CORP	COM NEW	$14.8M	1.6%Prev: 1.0%	69,168 SH	Increased-36,603 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$25.4M	2.8%Prev: 3.1%	626,028 SH	Increased-92,835 SH
LEIDOS HOLDINGS INC	COM	$4.3M	0.5%Prev: 0.0%	27,555 SH	Increased+25,470 SH
LIQUIDIA CORPORATION	COM NEW	$5.4M	0.6%	142,402 SH	New
LOWES COS INC	COM	$257K	0.0%Prev: 0.0%	1,087 SH	Increased+154 SH
MCKESSON CORP	COM	$5.0M	0.6%Prev: 0.7%	5,725 SH	Decreased-2,180 SH
MERCK & CO INC	COM	$6.0M	0.7%	50,288 SH	New
META PLATFORMS INC	CL A	$661K	0.1%Prev: 0.5%	1,156 SH	Decreased-5,020 SH
MICROSOFT CORP	COM	$6.9M	0.8%Prev: 0.6%	18,649 SH	Increased+6,001 SH
MOODYS CORP	COM	$5.9M	0.7%Prev: 0.6%	13,532 SH	Increased+3,643 SH
MOTOROLA SOLUTIONS INC	COM NEW	$5.6M	0.6%Prev: 0.6%	12,916 SH	Increased+2,709 SH
MUELLER INDS INC	COM	$279K	0.0%Prev: 0.0%	2,518 SH	Increased-473 SH
NETFLIX INC.	COM	$589K	0.1%	6,123 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$157K	0.0%Prev: 0.0%	13,946 SH	Increased+1,009 SH
NVIDIA CORPORATION	COM	$5.3M	0.6%Prev: 0.5%	30,602 SH	Increased-3,126 SH
OLD REP INTL CORP	COM	$2.8M	0.3%Prev: 0.4%	69,424 SH	Increased+189 SH
PACER FDS TR	SWAN SOS MOD JAN	$823K	0.1%Prev: 0.0%	25,819 SH	Increased+18,157 SH
PALANTIR TECHNOLOGIES INC	CL A	$4.0M	0.4%Prev: 0.5%	27,458 SH	Increased-14,786 SH
PEPSICO INC	COM	$329K	0.0%Prev: 0.0%	2,116 SH	Increased+213 SH
PGIM ETF TR	AAA CLO ETF	$961K	0.1%Prev: 0.1%	18,768 SH	Decreased-2,026 SH
QUALCOMM INC	COM	$3.8M	0.4%	29,505 SH	New
REGENERON PHARMACEUTICALS	COM	$5.3M	0.6%	6,884 SH	New
RICHARDSON ELECTRS LTD	COM	$110K	0.0%Prev: 0.0%	10,000 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$218K	0.0%	7,118 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$230K	0.0%	7,896 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$7.6M	0.9%Prev: 0.5%	19,464 SH	Increased-22,910 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$210K	0.0%	4,263 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$12.6M	1.4%	85,647 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$9.7M	1.1%	72,775 SH	New
SHELL PLC	SPON ADS	$237K	0.0%	2,549 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$14.5M	1.6%	680,098 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$595K	0.1%	19,685 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$14.1M	1.6%	666,189 SH	New
SPDR GOLD TR	GOLD SHS	$329K	0.0%	764 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.5M	0.5%	69,275 SH	New
STANLEY BLACK & DECKER INC	COM	$5.0M	0.6%	69,926 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.4M	0.5%	6,753 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$13.9M	1.6%	275,770 SH	New
TARGA RES CORP	COM	$633K	0.1%Prev: 0.1%	2,524 SH	Increased+58 SH
TESLA INC	COM	$1.0M	0.1%Prev: 0.1%	2,775 SH	Increased-88 SH
TIDAL TRUST I	UNLIMITED HFGM	$1.6M	0.2%	51,103 SH	New
TJX COS INC NEW	COM	$912K	0.1%Prev: 0.1%	5,713 SH	Increased-374 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.3M	0.5%Prev: 0.5%	86,454 SH	Increased+9,009 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$8.4M	0.9%	333,725 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$358K	0.0%	935 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$679K	0.1%Prev: 0.1%	1,137 SH	Increased+20 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$252K	0.0%Prev: 0.0%	785 SH	Increased-20 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$26.6M	3.0%	343,106 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.9M	0.4%Prev: 0.5%	78,399 SH	Increased+4,752 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$27.0M	3.0%Prev: 3.9%	361,651 SH	Decreased-15,491 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$508K	0.1%Prev: 0.1%	2,362 SH	Increased-116 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$330K	0.0%	5,152 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$450K	0.1%Prev: 1.6%	3,036 SH	Decreased-88,103 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$499K	0.1%Prev: 0.1%	5,641 SH	Decreased-1,972 SH
VERISK ANALYTICS INC	COM	$4.1M	0.5%	21,423 SH	New
VISA INC	COM CL A	$641K	0.1%Prev: 0.1%	2,121 SH	Decreased+280 SH
VISTANCE NETWORKS INC	COM	$4.5M	0.5%	247,626 SH	New
WALMART INC	COM	$2.4M	0.3%Prev: 0.3%	19,560 SH	Increased-1,989 SH
WASTE MGMT INC DEL	COM	$3.1M	0.3%Prev: 0.4%	13,602 SH	Increased+1,947 SH
WEATHERFORD INTL PLC	ORD SHS	$5.7M	0.6%	60,221 SH	New
WEC ENERGY GROUP INC	COM	$370K	0.0%Prev: 0.1%	3,199 SH	Decreased-528 SH
WISDOMTREE TR	INFLATION PLUS F	$273K	0.0%	7,244 SH	New
WISDOMTREE TR	INTK MLTIFACTR	$311K	0.0%	9,244 SH	New
WISDOMTREE TR	US EFFICIENT COR	$2.0M	0.2%Prev: 0.2%	37,569 SH	Increased+4,776 SH
WW GRAINGER INC	COM	$5.8M	0.6%	5,277 SH	New

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $2.4M
AMGEN INC — $4.6M
ARCH CAP GROUP LTD — $4.5M
AUTOMATIC DATA PROCESSING IN — $4.9M
BLACKROCK ETF TRUST — $312K
BLACKROCK ETF TRUST II — $252K
BOOZ ALLEN HAMILTON HLDG COR — $3.0M
BROWN & BROWN INC — $4.5M
CATERPILLAR INC — $2.1M
CHENIERE ENERGY INC — $4.7M
CHEVRON CORP NEW — $34.5M
FIDELITY NATL INFORMATION SV — $2.2M
FIRST TR EXCH TRADED FD III — $210K
FIRST TR EXCHANGE-TRADED FD — $291K
FIRST TR EXCHANGE-TRADED FD — $8.3M
GRAINGER W W INC — $4.3M
HARTFORD FINL SVCS GROUP INC — $1.8M
HERSHEY CO — $4.3M
HONEYWELL INTL INC — $2.0M
HUBBELL INC — $3.9M
… and 37 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