# Insight Wealth Strategies, LLC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1749914. Source: https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/

- Reported value: $1.0B
- Positions: 192
- Weight of the ten largest: 31.0%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $37.4M | 247,018 | 3.7% | 7 |
| LEGG MASON ETF INVT | [LVHI](https://holderbook.com/stocks/LVHI/) | $36.9M | 885,376 | 3.7% | 11 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $33.7M | 486,949 | 3.3% | 7 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $33.1M | 161,957 | 3.3% | 32 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $30.5M | 445,844 | 3.0% | 21 |
| PGIM ETF TR | [PAAA](https://holderbook.com/stocks/PAAA/) | $29.6M | 576,138 | 2.9% | 8 |
| ISHARES TR | [GARP](https://holderbook.com/stocks/GARP/) | $29.4M | 345,059 | 2.9% | 2 |
| VANECK ETF TRUST | [FLTR](https://holderbook.com/stocks/FLTR/) | $29.1M | 1,138,827 | 2.9% | 2 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $27.4M | 138,537 | 2.7% | 4 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $25.7M | 330,227 | 2.5% | 16 |
| VANGUARD MALVERN FDS | [VPLS](https://holderbook.com/stocks/VPLS/) | $22.9M | 309,237 | 2.3% | 3 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $22.4M | 626,335 | 2.2% | 1 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $20.8M | 387,160 | 2.1% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $20.2M | 61,398 | 2.0% | 7 |
| ABRDN ETFS | [BCI](https://holderbook.com/stocks/BCI/) | $19.7M | 761,713 | 1.9% | 1 |
| T ROWE PRICE EXCHANGE-TRADED | [TFLR](https://holderbook.com/stocks/TFLR/) | $19.4M | 383,452 | 1.9% | 6 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $17.7M | 397,559 | 1.7% | 1 |
| ISHARES TR | [IGLB](https://holderbook.com/stocks/IGLB/) | $17.6M | 384,496 | 1.7% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $15.8M | 47,432 | 1.6% | 32 |
| INVESCO EXCH TRADED FD TR II | [IDMO](https://holderbook.com/stocks/IDMO/) | $15.6M | 255,416 | 1.5% | 5 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $14.9M | 126,132 | 1.5% | 13 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $13.1M | 66,724 | 1.3% | 6 |
| TIDAL TRUST I | [HFGM](https://holderbook.com/stocks/HFGM/) | $12.2M | 388,918 | 1.2% | 5 |
| SIMPLIFY EXCHANGE TRADED FUN | [CDX](https://holderbook.com/stocks/CDX/) | $11.4M | 566,973 | 1.1% | 5 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $11.4M | 107,147 | 1.1% | 1 |
| ADVISORS INNER CIRCLE FD III | [SAMT](https://holderbook.com/stocks/SAMT/) | $10.5M | 252,888 | 1.0% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.1M | 19,681 | 1.0% | 32 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $9.5M | 116,932 | 0.9% | 5 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $9.2M | 9,937 | 0.9% | 8 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $8.7M | 44,707 | 0.9% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.7M | 38,063 | 0.9% | 32 |
| GLOBAL X FDS | [BUG](https://holderbook.com/stocks/BUG/) | $8.5M | 184,479 | 0.8% | 1 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $8.0M | 44,762 | 0.8% | 26 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $8.0M | 37,957 | 0.8% | 2 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $7.9M | 54,318 | 0.8% | 5 |
| BIOGEN INC | [BIIB](https://holderbook.com/stocks/BIIB/) | $7.7M | 34,161 | 0.8% | 4 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $7.7M | 63,207 | 0.8% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $7.5M | 30,014 | 0.7% | 32 |
| STANLEY BLACK & DECKER INC | [SWK](https://holderbook.com/stocks/SWK/) | $7.4M | 83,399 | 0.7% | 5 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $7.3M | 24,223 | 0.7% | 22 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $7.3M | 16,275 | 0.7% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.0M | 20,460 | 0.7% | 32 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $6.9M | 149,247 | 0.7% | 3 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $6.7M | 4,074 | 0.7% | 7 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $6.7M | 5,396 | 0.7% | 11 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $6.7M | 24,488 | 0.7% | 2 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $6.7M | 16,658 | 0.7% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.7M | 18,789 | 0.7% | 31 |
| CENTURY ALUM CO | [CENX](https://holderbook.com/stocks/CENX/) | $6.7M | 185,329 | 0.7% | 4 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $6.5M | 8,617 | 0.6% | 5 |
| CDW CORP | [CDW](https://holderbook.com/stocks/CDW/) | $6.5M | 50,391 | 0.6% | 11 |
| POPULAR INC | [BPOP](https://holderbook.com/stocks/BPOP/) | $6.5M | 41,514 | 0.6% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $6.4M | 35,045 | 0.6% | 5 |
| CF INDUSTRIES HOLD | [CF](https://holderbook.com/stocks/CF/) | $6.4M | 55,706 | 0.6% | 2 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $6.3M | 24,974 | 0.6% | 5 |
| LYFT INC | [LYFT](https://holderbook.com/stocks/LYFT/) | $6.2M | 414,655 | 0.6% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $6.2M | 21,838 | 0.6% | 32 |
| HUNTINGTON INGALLS INDS INC | [HII](https://holderbook.com/stocks/HII/) | $6.1M | 22,969 | 0.6% | 3 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $6.1M | 98,531 | 0.6% | 4 |
| ZIFF DAVIS INC | [ZD](https://holderbook.com/stocks/ZD/) | $5.8M | 102,570 | 0.6% | 1 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $5.7M | 52,016 | 0.6% | 2 |
| TRAVERE THERAPEUTICS INC | [TVTX](https://holderbook.com/stocks/TVTX/) | $5.7M | 96,677 | 0.6% | 1 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $5.7M | 103,189 | 0.6% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $5.6M | 9,142 | 0.6% | 7 |
| ARROW ELECTRS INC | [ARW](https://holderbook.com/stocks/ARW/) | $5.3M | 23,302 | 0.5% | 2 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $5.1M | 37,565 | 0.5% | 2 |
| ASTRANA HEALTH INC | [ASTH](https://holderbook.com/stocks/ASTH/) | $5.0M | 139,664 | 0.5% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.9M | 6,470 | 0.5% | 32 |
| PINTEREST INC | [PINS](https://holderbook.com/stocks/PINS/) | $4.9M | 259,441 | 0.5% | 1 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $4.7M | 158,936 | 0.5% | 32 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $4.5M | 88,899 | 0.4% | 32 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $4.5M | 44,217 | 0.4% | 32 |
| VANECK ETF TRUST | [HYD](https://holderbook.com/stocks/HYD/) | $4.5M | 93,720 | 0.4% | 32 |
| PAGAYA TECHNOLOGIES LTD | [PGY](https://holderbook.com/stocks/PGY/) | $4.4M | 256,154 | 0.4% | 1 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $4.4M | 49,492 | 0.4% | 32 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $4.4M | 43,626 | 0.4% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.4M | 12,828 | 0.4% | 11 |
| VSE CORP | [VSEC](https://holderbook.com/stocks/VSEC/) | $4.3M | 26,100 | 0.4% | 1 |
| ULTRA CLEAN HLDGS INC | [UCTT](https://holderbook.com/stocks/UCTT/) | $4.2M | 51,199 | 0.4% | 2 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $4.1M | 86,913 | 0.4% | 20 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.0M | 12,007 | 0.4% | 32 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $3.6M | 42,035 | 0.4% | 16 |
| BLUE BIRD CORP | [BLBD](https://holderbook.com/stocks/BLBD/) | $3.6M | 64,335 | 0.4% | 9 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $3.4M | 15,258 | 0.3% | 16 |
| LIQUIDIA CORPORATION | [LQDA](https://holderbook.com/stocks/LQDA/) | $3.2M | 107,389 | 0.3% | 4 |
| OLD REP INTL CORP | [ORI](https://holderbook.com/stocks/ORI/) | $3.2M | 86,825 | 0.3% | 19 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $3.2M | 36,078 | 0.3% | 14 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $2.7M | 59,663 | 0.3% | 28 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $2.3M | 14,327 | 0.2% | 1 |
| WISDOMTREE TR | [NTSX](https://holderbook.com/stocks/NTSX/) | $2.3M | 38,901 | 0.2% | 27 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.2M | 2,923 | 0.2% | 32 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.7M | 17,819 | 0.2% | 32 |
| PACER FDS TR | [PSMD](https://holderbook.com/stocks/PSMD/) | $1.6M | 46,716 | 0.2% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.6M | 2,101 | 0.2% | 30 |
| EA SERIES TRUST | [MOOD](https://holderbook.com/stocks/MOOD/) | $1.6M | 36,001 | 0.2% | 3 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $1.6M | 5,004 | 0.2% | 30 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $1.6M | 52,868 | 0.2% | 1 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.5M | 6,637 | 0.1% | 29 |
| FIRST TR EXCH TRADED FD III | [FMB](https://holderbook.com/stocks/FMB/) | $1.4M | 28,905 | 0.1% | 30 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.3M | 12,572 | 0.1% | 32 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.7% | +14.8% | -2.1% | 100% |
| Q1 2026 | +1.4% | -4.6% | +6.0% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +5.9% | +7.8% | -1.9% | 100% |
| Q2 2025 | +5.9% | +10.5% | -4.6% | 100% |
| Q1 2025 | -0.2% | -4.6% | +4.4% | 100% |
| Q4 2024 | -2.7% | +2.1% | -4.8% | 100% |
| Q3 2024 | +5.0% | +5.4% | -0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $1.0B | 192 |
| Q2 2026 | $1.0B | 182 |
| Q1 2026 | $895.7M | 177 |
| Q4 2025 | $872.1M | 171 |
| Q3 2025 | $848.7M | 171 |
| Q2 2025 | $791.7M | 171 |
| Q1 2025 | $742.7M | 158 |
| Q4 2024 | $745.7M | 152 |
| Q3 2024 | $759.2M | 159 |
| Q2 2024 | $702.8M | 157 |
| Q1 2024 | $681.2M | 159 |
| Q4 2023 | $619.2M | 153 |