Insight Wealth Strategies, LLC
Q2 2026 13F filing
Updated 62 days ago183 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A PGIM ETF TR | $33.6M | 656.0K | 3.28% | Added(+3395.2%) |
| 2 | ? N/A INVESCO EXCH TRADED FD TR II | $33.5M | 215.4K | 3.27% | Added(+14.6%) |
| 3 | ? N/A BLACKROCK ETF TRUST | $33.1M | 489.8K | 3.23% | Added(+3.1%) |
| 4 | ? N/A VANGUARD SCOTTSDALE FDS | $31.4M | 420.3K | 3.06% | Added(+16.2%) |
| 5 | E ETHA ISHARES TR | $29.6M | 151.5K | 2.89% | Trimmed(-2.2%) |
| 6 | C CVX CHEVRON CORPORATION | $28.4M | 171.4K | 2.77% | Trimmed(-2.2%) |
| 7 | ? N/A VANECK ETF TRUST | $28.2M | 1.11M | 2.76% | — |
| 8 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $28.1M | 557.7K | 2.74% | Added(+102.2%) |
| 9 | ? N/A LEGG MASON ETF INVT | $27.4M | 679.2K | 2.68% | Added(+8.5%) |
| 10 | ? N/A ISHARES TR | $27.1M | 317.0K | 2.65% | Added(+990.3%) |
| 11 | L LRCX LAM RESEARCH CORP | $23.8M | 60.8K | 2.32% | Trimmed(-12.1%) |
| 12 | ? N/A VANGUARD MALVERN FDS | $23.3M | 301.7K | 2.27% | Trimmed(-12.1%) |
| 13 | ? N/A INVESCO EXCH TRADED FD TR II | $23.1M | 385.7K | 2.25% | Added(+4.7%) |
| 14 | ? N/A INVESCO EXCH TRADED FD TR II | $22.7M | 930.7K | 2.21% | — |
| 15 | ? N/A ISHARES TR | $20.9M | 255.9K | 2.04% | — |
| 16 | ? N/A SCHWAB STRATEGIC TR | $20M | 383.7K | 1.95% | — |
| 17 | ? N/A SPDR SERIES TRUST | $18.8M | 247.0K | 1.84% | — |
| 18 | ? N/A ISHARES TR | $18.7M | 184.6K | 1.82% | Added(+55.7%) |
| 19 | E ETHA ISHARES INC | $17.1M | 212.7K | 1.67% | Added(+14.6%) |
| 20 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $16M | 764.3K | 1.56% | Added(+12.4%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $15.7M | 126.3K | 1.53% | Added(+1.5%) |
| 22 | ? N/A INVESCO EXCHANGE TRADED FD T | $15.5M | 93.1K | 1.51% | Added(+1.1%) |
| 23 | A AAPL APPLE INC | $13.9M | 47.3K | 1.36% | Added(+3.7%) |
| 24 | S STT-PG SELECT SECTOR SPDR TR | $13.5M | 72.5K | 1.31% | Trimmed(-0.3%) |
| 25 | ? N/A ISHARES TR | $12.1M | 122.6K | 1.18% | Added(+3.3%) |
| 26 | ? N/A ADVISORS INNER CIRCLE FD III | $11.8M | 251.8K | 1.15% | Added(+1.2%) |
| 27 | K KLAC KLA CORP | $11.7M | 44.1K | 1.15% | Added(+745.3%) |
| 28 | ? N/A TIDAL TRUST I | $11.4M | 376.7K | 1.11% | Added(+637.1%) |
| 29 | L LQDA LIQUIDIA CORPORATION | $9.8M | 124.1K | 0.96% | Trimmed(-12.9%) |
| 30 | D DOCN DIGITALOCEAN HLDGS INC | $9.2M | 63.9K | 0.90% | Trimmed(-31.3%) |
| 31 | ? N/A FORTINET INC | $9.2M | 58.0K | 0.90% | Added(+5.8%) |
| 32 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $9M | 9.8K | 0.88% | Trimmed(-49.7%) |
| 33 | F FIX COMFORT SYS USA INC | $8.6M | 4.6K | 0.84% | Trimmed(-14.7%) |
| 34 | S SWK STANLEY BLACK & DECKER INC | $7.7M | 84.3K | 0.75% | Added(+20.6%) |
| 35 | M MSFT MICROSOFT CORP | $7.7M | 20.0K | 0.75% | Added(+7.4%) |
| 36 | H HD HOME DEPOT INC | $7.5M | 21.5K | 0.74% | Added(+34.7%) |
| 37 | N NVDA NVIDIA CORPORATION | $7.5M | 37.9K | 0.73% | Added(+23.9%) |
| 38 | G GOOGN ALPHABET INC | $7.4M | 20.5K | 0.72% | Trimmed(-2.4%) |
| 39 | A AMZN AMAZON COM INC | $7.3M | 30.3K | 0.71% | Added(+7.4%) |
| 40 | B BIIB BIOGEN INC | $7.2M | 34.3K | 0.70% | Added(+16.9%) |
| 41 | ? N/A WW GRAINGER INC | $7.1M | 5.3K | 0.70% | Added(+1.2%) |
| 42 | ? N/A ASTRANA HEALTH INC | $7.1M | 143.3K | 0.70% | Trimmed(0.0%) |
| 43 | I INCY INCYTE CORP | $7.1M | 62.2K | 0.69% | — |
| 44 | C COR CENCORA INC | $7M | 24.3K | 0.68% | Added(+37.6%) |
| 45 | A APP APPLOVIN CORP | $6.9M | 12.3K | 0.68% | — |
| 46 | ? N/A POPULAR INC | $6.9M | 41.0K | 0.67% | — |
| 47 | ? N/A TERADYNE INC | $6.9M | 16.2K | 0.67% | — |
| 48 | C CDW CDW CORP | $6.9M | 49.9K | 0.67% | Added(+4.4%) |
| 49 | M MRK MERCK & CO INC | $6.8M | 54.3K | 0.66% | Added(+8.0%) |
| 50 | M MSI MOTOROLA SOLUTIONS INC | $6.8M | 16.2K | 0.66% | Added(+25.6%) |