Insight Wealth Strategies, LLC
Q3 2026 13F filing
Updated 27 days ago194 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INVESCO EXCH TRADED FD TR II | $37.4M | 247.0K | 3.70% | Added(+14.7%) |
| 2 | B LEGG MASON ETF INVT | $36.9M | 885.4K | 3.65% | Added(+30.4%) |
| 3 | E BLACKROCK ETF TRUST | $33.7M | 486.9K | 3.34% | Trimmed(-0.6%) |
| 4 | C CHEVRON CORPORATION | $33.1M | 162.0K | 3.27% | Trimmed(-5.5%) |
| 5 | V VANGUARD SCOTTSDALE FDS | $30.5M | 445.8K | 3.02% | Added(+6.1%) |
| 6 | ? N/A PGIM ETF TR | $29.6M | 576.1K | 2.92% | Trimmed(-12.2%) |
| 7 | E ISHARES TR | $29.4M | 345.1K | 2.91% | Added(+34.8%) |
| 8 | F VANECK ETF TRUST | $29.1M | 1.14M | 2.88% | Added(+3.0%) |
| 9 | E ISHARES TR | $27.4M | 138.5K | 2.71% | Trimmed(-8.6%) |
| 10 | E ISHARES TR | $25.7M | 330.2K | 2.54% | Added(+4.2%) |
| 11 | V VANGUARD MALVERN FDS | $22.9M | 309.2K | 2.26% | Added(+2.5%) |
| 12 | E ISHARES TR | $22.4M | 626.3K | 2.21% | — |
| 13 | S SCHWAB STRATEGIC TR | $20.8M | 387.2K | 2.06% | Added(+0.9%) |
| 14 | L LAM RESEARCH CORP | $20.2M | 61.4K | 2.00% | Added(+1.0%) |
| 15 | ? N/A ABRDN ETFS | $19.7M | 761.7K | 1.95% | — |
| 16 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $19.4M | 383.5K | 1.92% | Trimmed(-31.2%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $17.7M | 397.6K | 1.75% | — |
| 18 | E ISHARES TR | $17.6M | 384.5K | 1.74% | — |
| 19 | A APPLE INC | $15.8M | 47.4K | 1.56% | Added(+0.2%) |
| 20 | ? N/A INVESCO EXCH TRADED FD TR II | $15.6M | 255.4K | 1.54% | Trimmed(-33.8%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $14.9M | 126.1K | 1.47% | Trimmed(-0.1%) |
| 22 | S SELECT SECTOR SPDR TR | $13.1M | 66.7K | 1.29% | Trimmed(-8.0%) |
| 23 | ? N/A TIDAL TRUST I | $12.2M | 388.9K | 1.21% | Added(+3.3%) |
| 24 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $11.4M | 567.0K | 1.13% | Trimmed(-25.8%) |
| 25 | E ISHARES TR | $11.4M | 107.1K | 1.13% | — |
| 26 | ? N/A ADVISORS INNER CIRCLE FD III | $10.5M | 252.9K | 1.04% | Added(+0.4%) |
| 27 | M MICROSOFT CORP | $10.1M | 19.7K | 1.00% | Trimmed(-1.7%) |
| 28 | E ISHARES INC | $9.5M | 116.9K | 0.94% | Trimmed(-45.0%) |
| 29 | S SEAGATE TECHNOLOGY HLDNGS PL | $9.2M | 9.9K | 0.91% | Added(+1.4%) |
| 30 | K KLA CORP | $8.7M | 44.7K | 0.86% | Added(+1.4%) |
| 31 | N NVIDIA CORPORATION | $8.7M | 38.1K | 0.86% | Added(+0.4%) |
| 32 | ? N/A GLOBAL X FDS | $8.5M | 184.5K | 0.84% | — |
| 33 | F FORTINET INC | $8M | 44.8K | 0.79% | Trimmed(-22.9%) |
| 34 | N NETAPP INC | $8M | 38.0K | 0.79% | Added(+1.6%) |
| 35 | M MERCK & CO INC | $7.9M | 54.3K | 0.78% | Trimmed(-0.0%) |
| 36 | B BIOGEN INC | $7.7M | 34.2K | 0.76% | Trimmed(-0.5%) |
| 37 | I INCYTE CORP | $7.7M | 63.2K | 0.76% | Added(+1.7%) |
| 38 | A AMAZON COM INC | $7.5M | 30.0K | 0.74% | Trimmed(-0.9%) |
| 39 | S STANLEY BLACK & DECKER INC | $7.4M | 83.4K | 0.73% | Trimmed(-1.1%) |
| 40 | C CENCORA INC | $7.3M | 24.2K | 0.72% | Trimmed(-0.4%) |
| 41 | M MOTOROLA SOLUTIONS INC | $7.3M | 16.3K | 0.72% | Added(+0.3%) |
| 42 | G ALPHABET INC | $7M | 20.5K | 0.70% | Trimmed(-0.1%) |
| 43 | D DEVON ENERGY CORP NEW | $6.9M | 149.2K | 0.68% | Added(+2.0%) |
| 44 | F COMFORT SYS USA INC | $6.7M | 4.1K | 0.67% | Trimmed(-12.1%) |
| 45 | G WW GRAINGER INC | $6.7M | 5.4K | 0.66% | Added(+1.0%) |
| 46 | I ILLUMINA INC | $6.7M | 24.5K | 0.66% | Trimmed(-25.7%) |
| 47 | T TERADYNE INC | $6.7M | 16.7K | 0.66% | Added(+3.0%) |
| 48 | C CENTURY ALUM CO | $6.7M | 185.3K | 0.66% | Added(+29.2%) |
| 49 | A BROADCOM INC | $6.6M | 18.8K | 0.65% | Added(+2.1%) |
| 50 | R REGENERON PHARMACEUTICALS | $6.5M | 8.6K | 0.65% | Trimmed(-1.3%) |