Q2 2026 13F · SEC CIK 1749914

Insight Wealth Strategies, LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 182
Top holdings a year, 3 yrs: +9.5%
Assets under management: $1.2B

Insight Wealth Strategies, LLC is a wealth manager that reported 182 positions worth $1.0B in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Pgim ETF Tr (PAAA, 3.3%), Invesco Exch Traded Fd Tr II (SPMO, 3.3%), Ishares U.s. Equity Factor Rotation Acti (DYNF, 3.2%). A portfolio copying its top holdings returned 9.5% a year over the last 3 years, against 20.4% for the S&P 500.

Insight Wealth Strategies, LLC holdings largest 50 of 182 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insight Wealth Strategies, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PAAAPgim ETF Tr	3.3%	—	655,982	—	$33.6M
SPMOInvesco Exch Traded Fd Tr II	3.3%	2.4%	215,430	+14.6%	$33.5M
DYNFIshares U.s. Equity Factor Rotation Acti	3.2%	3.1%	489,757	+3.2%	$33.1M
VCLTVanguard Scottsdale Fds	3.1%	3.0%	420,326	+16.2%	$31.4M
VLUEIshares	2.9%	2.5%	151,486	-2.2%	$29.6M
CVXChevron Corp New	2.8%	4.0%	171,403	-2.2%	$28.4M
FLTRVaneck ETF Trust	2.8%	—	1,105,715	—	$28.2M
TFLRT Rowe Price ETF Inc	2.7%	1.6%	557,681	+102.2%	$28.1M
LVHIFranklin International Low Volatility Hi	2.7%	2.8%	679,172	+8.5%	$27.4M
TLTIshares 20 Year Treasury Bond ETF	2.6%	—	316,959	—	$27.1M
LRCXLam Research Corp	2.3%	1.6%	60,806	-12.1%	$23.8M
VPLSVanguard Malvern Fds	2.3%	3.0%	301,707	-12.1%	$23.3M
IDMOInvesco Exch Traded Fd Tr II	2.3%	2.3%	385,732	+4.7%	$23.1M
VRPInvesco Exch Traded Fd Tr II	2.2%	—	930,732	—	$22.7M
GARPIshares Tr	2.0%	—	255,947	—	$20.9M
FNDFSchwab Strategic Tr	2.0%	—	383,655	—	$20.0M
KRESpdr Series Trust	1.8%	—	247,026	—	$18.8M
STIPIshares Tr	1.8%	1.4%	184,565	+55.7%	$18.7M
IEMGIshares	1.7%	1.4%	212,673	+14.6%	$17.1M
CDXSimplify Exchange Traded Fun	1.6%	1.6%	764,328	+12.4%	$16.0M
AVUVAvantis US Small Cap Value ETF	1.5%	1.5%	126,289	+1.5%	$15.7M
XMMOInvesco S&p Midcap Momentum ETF	1.5%	1.5%	93,115	+1.1%	$15.5M
AAPLApple Inc	1.4%	1.3%	47,318	+3.7%	$13.9M
XLKState Street Technology Select Sector Sp	1.3%	1.1%	72,545	-0.3%	$13.5M
IHEIshares Tr	1.2%	1.1%	122,642	+3.3%	$12.1M
SAMTStrategas Macro Thematic Opportunities E	1.1%	1.1%	251,772	+1.2%	$11.8M
KLACKla Corp	1.1%	0.9%	44,075	+745.3%	$11.7M
HFGMTidal Trust I	1.1%	—	376,670	—	$11.4M
LQDALiquidia Corporation	1.0%	—	124,067	—	$9.8M
DOCNDigitalocean Hldgs Inc	0.9%	0.9%	63,882	-31.3%	$9.2M
FTNTFortinet Inc	0.9%	—	58,043	—	$9.2M
STXSeagate Technology Hldngs Pl	0.9%	0.9%	9,799	-49.7%	$9.0M
FIXComfort Sys USA Inc	0.8%	0.8%	4,636	-14.7%	$8.6M
SWKStanley Black & Decker Inc.	0.8%	—	84,301	—	$7.7M
MSFTMicrosoft Corp	0.8%	0.8%	20,025	+7.4%	$7.7M
HDHome Depot Inc Com	0.7%	—	21,512	—	$7.5M
NVDANvidia Corporation Com	0.7%	—	37,918	—	$7.5M
GOOGLAlphabet Inc	0.7%	0.7%	20,481	-2.4%	$7.4M
AMZNAmazon Com Inc Com	0.7%	0.7%	30,273	+7.4%	$7.3M
BIIBBiogen Inc	0.7%	—	34,320	—	$7.2M
GWWWw Grainger Inc	0.7%	0.6%	5,341	+1.2%	$7.1M
ASTHAstrana Health Inc	0.7%	—	143,289	—	$7.1M
INCYIncyte Corp	0.7%	—	62,175	—	$7.1M
CORCencora Inc Com	0.7%	—	24,319	—	$7.0M
APPApplovin Corp	0.7%	—	12,290	—	$6.9M
BPOPPopular	0.7%	—	41,032	—	$6.9M
TERTeradyne Inc	0.7%	—	16,174	—	$6.9M
CDWCdw Corp	0.7%	0.6%	49,852	+4.4%	$6.9M
MRKMerck & Co. Inc	0.7%	0.7%	54,323	+8.0%	$6.8M
MSIMotorola Solutions Inc	0.7%	0.6%	16,225	+25.6%	$6.8M

What Insight Wealth Strategies, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +9.5% /yr; S&P 500 +20.4%
5 years: +3.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
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
Q3 2023	$517.7M	143

Questions about Insight Wealth Strategies, LLC's portfolio

What stocks does Insight Wealth Strategies, LLC own?

Insight Wealth Strategies, LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 182 positions worth $1.0B. The largest are Pgim ETF Tr (PAAA) at 3.3%, Invesco Exch Traded Fd Tr II (SPMO) at 3.3%, Ishares U.s. Equity Factor Rotation Acti (DYNF) at 3.2%, Vanguard Scottsdale Fds (VCLT) at 3.1% and Ishares (VLUE) at 2.9%.

What did Insight Wealth Strategies, LLC buy last quarter?

In Q2 2026, Insight Wealth Strategies, LLC added Kla Corp (KLAC) (+745.3% shares), T Rowe Price ETF Inc (TFLR) (+102.2% shares) and Ishares Tr (STIP) (+55.7% shares), compared with its Q1 2026 filing.

What did Insight Wealth Strategies, LLC sell last quarter?

In Q2 2026, Insight Wealth Strategies, LLC cut from its top 50 Goldman Sachs ETF Tr (GSIE), cut from its top 50 Ishares Tr (LQD), cut from its top 50 Ishares Tr (IGLB), cut from its top 50 Janus Detroit Str Tr (JMBS), cut from its top 50 Invesco Exch Traded Fd Tr II (PGHY), Seagate Technology Hldngs Pl (STX) (-49.7% shares), Digitalocean Hldgs Inc (DOCN) (-31.3% shares) and Comfort Sys USA Inc (FIX) (-14.7% shares), compared with its Q1 2026 filing.

How has Insight Wealth Strategies, LLC's portfolio performed?

A portfolio copying Insight Wealth Strategies, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +3.7% a year against +11.6%.

When is Insight Wealth Strategies, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Insight Wealth Strategies, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Insight Wealth Strategies, LLC manage?

Insight Wealth Strategies, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.