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: $1.02B182 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$711K	0.1%Prev: 0.0%	3,908 SH	Increased+1,352 SH
ADVANCED MICRO DEVICES INC	COM	$4.9M	0.5%Prev: 0.4%	9,102 SH	Increased-12,566 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$11.8M	1.2%Prev: 1.0%	251,772 SH	Increased+8,548 SH
ALPHABET INC	CAP STK CL A	$7.4M	0.7%Prev: 0.7%	20,481 SH	Increased-10,295 SH
ALPHABET INC	CAP STK CL C	$4.5M	0.4%Prev: 0.3%	12,674 SH	Increased+678 SH
AMAZON COM INC	COM	$7.3M	0.7%Prev: 0.7%	30,273 SH	Increased+3,389 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$15.7M	1.5%Prev: 1.5%	126,289 SH	Increased+687 SH
AMERICAN EXPRESS CO	COM	$358K	0.0%Prev: 0.9%	1,029 SH	Decreased-22,056 SH
APPLE INC	COM	$13.9M	1.4%Prev: 1.0%	47,318 SH	Increased+9,372 SH
APPLOVIN CORP	COM CL A	$6.9M	0.7%	12,290 SH	New
ARROW ELECTRS INC	COM	$4.8M	0.5%	22,863 SH	New
ASTRANA HEALTH INC	COM NEW	$7.1M	0.7%	143,289 SH	New
ATI INC	COM	$279K	0.0%	1,454 SH	New
BAKER HUGHES COMPANY	CL A	$5.4M	0.5%	100,692 SH	New
BANK OF AMER CORP	COM	$338K	0.0%	5,799 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$579K	0.1%Prev: 0.1%	1,159 SH	Increased+29 SH
BIO RAD LABS INC	CL A	$246K	0.0%Prev: 0.0%	827 SH	Increased-79 SH
BIOGEN INC	COM	$7.2M	0.7%	34,320 SH	New
BLACKROCK ETF TRUST	ISHA US AWAR ETF	$417K	0.0%	5,199 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$33.1M	3.2%Prev: 3.0%	489,757 SH	Increased+59,366 SH
BLUE BIRD CORP	COM	$4.9M	0.5%Prev: 0.4%	63,350 SH	Increased-15,844 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$1.5M	0.1%Prev: 1.2%	33,161 SH	Decreased-204,993 SH
BROADCOM INC	COM	$6.8M	0.7%Prev: 0.7%	18,394 SH	Increased-2,549 SH
BWX TECHNOLOGIES INC	COM	$5.9M	0.6%	31,104 SH	New
CALAMOS ETF TR	AUTOC INCOM ETF	$1.4M	0.1%	51,940 SH	New
CARDINAL HEALTH INC	COM	$3.6M	0.4%Prev: 0.3%	15,073 SH	Increased-847 SH
CATERPILLAR INC	COM	$262K	0.0%	264 SH	New
CDW CORP	COM	$6.9M	0.7%Prev: 0.6%	49,852 SH	Increased+23,688 SH
CENCORA INC	COM	$7.0M	0.7%Prev: 0.6%	24,319 SH	Increased+9,173 SH
CENTENE CORP DEL	COM	$6.7M	0.7%	98,403 SH	New
CENTURY ALUM CO	COM	$6.2M	0.6%	143,472 SH	New
CF INDUSTRIES HOLD	COM	$5.9M	0.6%	54,832 SH	New
CHEVRON CORPORATION	COM	$28.4M	2.8%	171,403 SH	New
CISCO SYS INC	COM	$306K	0.0%Prev: 0.0%	2,615 SH	Increased-508 SH
COCA COLA CO	COM	$300K	0.0%Prev: 0.0%	3,696 SH	Increased+559 SH
COMFORT SYS USA INC	COM	$8.6M	0.8%Prev: 0.5%	4,636 SH	Increased-3,282 SH
CONSTELLATION ENERGY CORP	COM	$5.8M	0.6%	24,665 SH	New
COSTCO WHOLESALE CORPORATION	COM	$354K	0.0%	383 SH	New
DEVON ENERGY CORP NEW	COM	$5.9M	0.6%	146,318 SH	New
DIGITALOCEAN HLDGS INC	COM	$9.2M	0.9%	63,882 SH	New
EA SERIES TRUST	RELA SEN TAC ETF	$1.4M	0.1%	32,079 SH	New
ELI LILLY & CO	COM	$325K	0.0%	273 SH	New
EXXON MOBIL CORP	COM	$1.9M	0.2%Prev: 0.2%	14,203 SH	Increased-1,558 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.1M	0.1%Prev: 0.1%	24,378 SH	Increased+7,124 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.4M	0.1%Prev: 0.2%	27,942 SH	Increased+3,395 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$334K	0.0%Prev: 0.0%	14,083 SH	Increased+642 SH
FLEX LTD	ORD	$4.3M	0.4%	28,141 SH	New
FORTINET INC	COM	$9.2M	0.9%Prev: 0.5%	58,043 SH	Increased+15,772 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$348K	0.0%	8,754 SH	New
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$1.1M	0.1%Prev: 0.1%	48,681 SH	Increased+19,582 SH
GE AEROSPACE	COM NEW	$508K	0.0%Prev: 0.0%	1,355 SH	Increased+245 SH
GE VERNOVA INC	COM	$399K	0.0%	351 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$2.8M	0.3%Prev: 3.4%	62,310 SH	Decreased-619,195 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$725K	0.1%	13,158 SH	New
HOME DEPOT INC	COM	$7.5M	0.7%Prev: 0.6%	21,512 SH	Increased+9,030 SH
HUNTINGTON INGALLS INDS INC	COM	$6.3M	0.6%	22,484 SH	New
IES HOLDINGS INC	COM	$517K	0.1%	739 SH	New
ILLUMINA INC	COM	$6.1M	0.6%	32,967 SH	New
INCYTE CORP	COM	$7.1M	0.7%	62,175 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$3.9M	0.4%Prev: 0.3%	42,061 SH	Increased-4,212 SH
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$364K	0.0%Prev: 0.0%	6,452 SH	Increased+1,286 SH
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$404K	0.0%Prev: 0.0%	17,487 SH	Increased+3,260 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$33.5M	3.3%Prev: 3.1%	215,430 SH	Increased-5,644 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$23.1M	2.3%	385,732 SH	New
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$22.7M	2.2%	930,732 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$15.5M	1.5%Prev: 1.5%	93,115 SH	Increased+3,566 SH
INVESCO MUN OPPORTUNIT TR	COM	$283K	0.0%	28,558 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$245K	0.0%Prev: 0.0%	39,214 SH	Increased+111 SH
INVESCO QQQ TR	UNIT SER 1	$2.7M	0.3%Prev: 0.3%	3,707 SH	Increased-297 SH
ISHARES INC	CORE MSCI EMKT	$17.1M	1.7%	212,673 SH	New
ISHARES INC	EURO HIGH YIELD	$427K	0.0%	7,969 SH	New
ISHARES INC	US INTL HGH YLD	$204K	0.0%	4,538 SH	New
ISHARES TR	0-5 YR TIPS ETF	$18.7M	1.8%	184,565 SH	New
ISHARES TR	20 YR TR BD ETF	$27.1M	2.7%Prev: 3.4%	316,959 SH	Increased+13,243 SH
ISHARES TR	7-10 YR TRSY BD	$3.3M	0.3%Prev: 0.4%	35,047 SH	Increased+1,982 SH
ISHARES TR	CORE DIV GRWTH	$904K	0.1%Prev: 0.1%	11,880 SH	Increased-48 SH
ISHARES TR	CORE INTL AGGR	$446K	0.0%Prev: 0.0%	8,886 SH	Increased+1,498 SH
ISHARES TR	CORE MSCI EAFE	$290K	0.0%Prev: 0.0%	3,015 SH	Increased-170 SH
ISHARES TR	CORE S&P SCP ETF	$689K	0.1%Prev: 0.1%	4,668 SH	Increased-1,424 SH
ISHARES TR	CORE S&P US GWT	$916K	0.1%Prev: 0.1%	4,888 SH	Increased-848 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.2%Prev: 0.1%	2,381 SH	Increased+583 SH
ISHARES TR	CUR HD EURZN ETF	$363K	0.0%Prev: 1.8%	7,331 SH	Decreased-332,816 SH
ISHARES TR	EAFE VALUE ETF	$484K	0.0%	6,336 SH	New
ISHARES TR	ESG MSCI KLD ETF	$282K	0.0%	1,986 SH	New
ISHARES TR	ESG MSCI USA ETF	$213K	0.0%Prev: 0.0%	3,114 SH	Increased-718 SH
ISHARES TR	FLTG RATE NT ETF	$4.4M	0.4%Prev: 0.5%	86,307 SH	Increased+11,488 SH
ISHARES TR	IBOXX INV CP ETF	$4.7M	0.5%Prev: 0.9%	43,566 SH	Decreased-20,099 SH
ISHARES TR	MBS ETF	$4.5M	0.4%Prev: 0.5%	47,915 SH	Increased+6,502 SH
ISHARES TR	MSCI ACWI EX US	$291K	0.0%	3,878 SH	New
ISHARES TR	MSCI EAFE ETF	$1.4M	0.1%Prev: 0.1%	13,883 SH	Increased+3,842 SH
ISHARES TR	MSCI EAFE MIN VL	$365K	0.0%Prev: 0.1%	4,180 SH	Decreased-1,557 SH
ISHARES TR	MSCI INTL QUALTY	$324K	0.0%Prev: 0.1%	6,621 SH	Decreased-3,317 SH
ISHARES TR	MSCI US GARP ETF	$20.9M	2.0%	255,947 SH	New
ISHARES TR	MSCI USA MIN ETF	$1.7M	0.2%	17,885 SH	New
ISHARES TR	MSCI USA MMENTM	$1.6M	0.2%Prev: 0.2%	4,997 SH	Increased-793 SH
ISHARES TR	MSCI USA QLT FCT	$1.6M	0.2%Prev: 3.3%	7,146 SH	Decreased-135,108 SH
ISHARES TR	MSCI USA VALUE	$29.6M	2.9%	151,486 SH	New
ISHARES TR	NATIONAL MUN ETF	$4.5M	0.4%Prev: 0.5%	42,067 SH	Increased+5,501 SH
ISHARES TR	PFD AND INCM SEC	$4.7M	0.5%Prev: 3.4%	154,475 SH	Decreased-729,976 SH
ISHARES TR	RUS 1000 GRW ETF	$613K	0.1%Prev: 0.1%	4,983 SH	Decreased+2,945 SH
ISHARES TR	RUS 1000 VAL ETF	$270K	0.0%Prev: 0.0%	1,107 SH	Increased-14 SH
ISHARES TR	RUSSELL 2000 ETF	$374K	0.0%Prev: 0.0%	1,248 SH	Increased-288 SH
ISHARES TR	S&P 500 BUYW ETF	$562K	0.1%	12,595 SH	New
ISHARES TR	S&P 500 GRWT ETF	$568K	0.1%Prev: 0.1%	4,153 SH	Increased-687 SH
ISHARES TR	SELECT DIVID ETF	$499K	0.0%Prev: 0.1%	3,176 SH	Increased-219 SH
ISHARES TR	U.S. PHARMA ETF	$12.1M	1.2%	122,642 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$216K	0.0%Prev: 0.1%	4,279 SH	Decreased-7,405 SH
JOHNSON & JOHNSON	COM	$216K	0.0%	850 SH	New
JPMORGAN CHASE & CO	COM	$4.0M	0.4%	11,874 SH	New
KLA CORP	COM NEW	$11.7M	1.1%Prev: 0.7%	44,075 SH	Increased+37,989 SH
KNOWLES CORP	COM	$5.8M	0.6%	143,628 SH	New
LAM RESEARCH CORP	COM NEW	$23.8M	2.3%Prev: 1.3%	60,806 SH	Increased-46,747 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$27.4M	2.7%Prev: 3.0%	679,172 SH	Increased-39,652 SH
LEIDOS HOLDINGS INC	COM	$4.4M	0.4%Prev: 0.6%	42,747 SH	Decreased+13,755 SH
LIQUIDIA CORPORATION	COM NEW	$9.8M	1.0%	124,067 SH	New
LOWES COS INC	COM	$225K	0.0%Prev: 0.0%	1,015 SH	Increased+47 SH
MCKESSON CORP	COM	$287K	0.0%Prev: 0.5%	374 SH	Decreased-5,487 SH
MERCK & CO INC	COM	$6.8M	0.7%	54,323 SH	New
META PLATFORMS INC	CL A	$653K	0.1%Prev: 0.6%	1,065 SH	Decreased-5,840 SH
MICROSOFT CORP	COM	$7.7M	0.8%Prev: 1.0%	20,025 SH	Decreased+4,309 SH
MOTOROLA SOLUTIONS INC	COM NEW	$6.8M	0.7%Prev: 0.6%	16,225 SH	Increased+5,651 SH
MUELLER INDS INC	COM	$290K	0.0%Prev: 0.0%	5,044 SH	Increased+2,126 SH
NETAPP INC	COM	$5.8M	0.6%	37,378 SH	New
NETFLIX INC.	COM	$435K	0.0%	5,860 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$137K	0.0%Prev: 0.0%	11,746 SH	Decreased-1,540 SH
NVIDIA CORPORATION	COM	$7.7M	0.8%Prev: 0.7%	38,918 SH	Increased+4,379 SH
OLD REP INTL CORP	COM	$3.5M	0.3%Prev: 0.3%	85,627 SH	Increased+27,113 SH
PACER FDS TR	SWAN SOS MOD JAN	$1.4M	0.1%Prev: 0.0%	40,170 SH	Increased+29,357 SH
PALANTIR TECHNOLOGIES INC	CL A	$628K	0.1%Prev: 0.7%	4,997 SH	Decreased-34,921 SH
PEPSICO INC	COM	$203K	0.0%Prev: 0.0%	1,440 SH	Decreased-475 SH
PGIM ETF TR	AAA CLO ETF	$33.6M	3.3%Prev: 0.1%	655,982 SH	Increased+637,576 SH
POPULAR INC	COM NEW	$6.9M	0.7%	41,032 SH	New
QUALCOMM INC	COM	$5.5M	0.5%	30,094 SH	New
REGENERON PHARMACEUTICALS	COM	$5.5M	0.5%	8,734 SH	New
RICHARDSON ELECTRS LTD	COM	$188K	0.0%Prev: 0.0%	10,000 SH	Increased
RINGCENTRAL INC	CL A	$6.6M	0.6%	161,892 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$20.0M	2.0%	383,655 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$227K	0.0%	7,118 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$269K	0.0%Prev: 0.0%	7,896 SH	Increased+5 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$9.0M	0.9%Prev: 1.0%	9,799 SH	Increased-45,337 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$13.5M	1.3%	72,545 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$16.0M	1.6%	764,328 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$501K	0.0%Prev: 0.0%	19,428 SH	Increased+6,329 SH
SPDR GOLD TR	GOLD SHS	$279K	0.0%Prev: 0.0%	754 SH	Decreased-155 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$734K	0.1%	28,978 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$1.2M	0.1%	11,550 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$271K	0.0%	2,292 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$18.8M	1.8%	247,026 SH	New
STANLEY BLACK & DECKER INC	COM	$7.7M	0.8%	84,301 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.8M	0.5%	6,414 SH	New
T ROWE PRICE EXCHANGE-TRADED	FLOATING RATE	$28.1M	2.7%	557,681 SH	New
TARGA RES CORP	COM	$654K	0.1%Prev: 0.1%	2,536 SH	Increased+55 SH
TERADYNE INC	COM	$6.9M	0.7%	16,174 SH	New
TESLA INC	COM	$1.2M	0.1%Prev: 0.1%	2,772 SH	Increased+15 SH
TEXAS INSTRS INC	COM	$245K	0.0%Prev: 0.0%	820 SH	Decreased-603 SH
TIDAL TRUST I	UNLIMITED HFGM	$11.4M	1.1%	376,670 SH	New
TJX COS INC NEW	COM	$695K	0.1%Prev: 0.1%	4,594 SH	Decreased-1,519 SH
ULTRA CLEAN HLDGS INC	COM	$6.2M	0.6%	47,463 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.7M	0.5%Prev: 0.5%	91,745 SH	Increased+12,821 SH
VANECK ETF TRUST	IG FLOA RATE ETF	$28.2M	2.8%	1,105,715 SH	New
VANECK ETF TRUST	JP MRGAN EM LOC	$300K	0.0%	11,850 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$580K	0.1%Prev: 0.0%	935 SH	Increased+3 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$345K	0.0%	1,407 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$772K	0.1%Prev: 0.1%	1,126 SH	Increased+49 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$404K	0.0%Prev: 0.0%	1,093 SH	Increased+313 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$23.3M	2.3%	301,707 SH	New
VANGUARD MALVERN FDS	MULTI SECTOR	$247K	0.0%	4,831 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.2M	0.4%Prev: 0.5%	84,138 SH	Increased+10,296 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$31.4M	3.1%Prev: 3.6%	420,326 SH	Increased+39,931 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$373K	0.0%Prev: 0.0%	5,298 SH	Increased+554 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$412K	0.0%Prev: 1.5%	2,601 SH	Decreased-87,335 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$517K	0.1%Prev: 0.1%	5,523 SH	Decreased-2,096 SH
VISA INC	COM CL A	$779K	0.1%Prev: 0.1%	2,219 SH	Increased+373 SH
WALMART INC	COM	$283K	0.0%Prev: 0.2%	2,603 SH	Decreased-15,958 SH
WASTE MGMT INC DEL	COM	$229K	0.0%Prev: 0.3%	1,024 SH	Decreased-9,564 SH
WEATHERFORD INTL PLC	ORD SHS	$5.1M	0.5%	64,018 SH	New
WEC ENERGY GROUP INC	COM	$374K	0.0%Prev: 0.0%	3,218 SH	Decreased-451 SH
WISDOMTREE TR	FLOATNG RAT TREA	$509K	0.0%	10,106 SH	New
WISDOMTREE TR	INFLA PLUS FD	$672K	0.1%	19,542 SH	New
WISDOMTREE TR	INTK MLTIFACTR	$328K	0.0%Prev: 0.0%	9,714 SH	Increased+2,153 SH
WISDOMTREE TR	US EFFIC CORE FD	$2.3M	0.2%	39,051 SH	New
WW GRAINGER INC	COM	$7.1M	0.7%	5,341 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $4.2M
AMERICAN TOWER CORP NEW — $2.4M
ARCH CAP GROUP LTD — $4.3M
AUTOMATIC DATA PROCESSING IN — $4.7M
BANK AMERICA CORP — $383K
BLACKROCK ETF TRUST — $353K
BLACKROCK ETF TRUST II — $250K
BLOCK INC — $4.5M
BOOZ ALLEN HAMILTON HLDG COR — $4.2M
BROWN & BROWN INC — $224K
CHENIERE ENERGY INC — $4.4M
CHEVRON CORP NEW — $31.7M
CINTAS CORP — $4.4M
CORTEVA INC — $4.8M
DYNATRACE INC — $4.2M
FIDELITY NATL INFORMATION SV — $2.5M
FIRST TR EXCH TRADED FD III — $206K
FIRST TR EXCHANGE-TRADED FD — $12.2M
GODADDY INC — $3.8M
GRAINGER W W INC — $4.6M
… and 48 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