Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

Insight Wealth Strategies, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $740 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $31.1M, Vanguard Lg Trm Corp Bd ETF with a value of $28.9M, Ishares Trust Ishares Pfd And with a value of $27.1M, Ishares Barclays 20+ Year Trea with a value of $26.8M, and Ishares Msci Usa Quality Facto with a value of $26M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $725M to 740M.

Insight Wealth Strategies, LLC is based out at San Ramon, CA

Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $452 Million
Technology: $97 Million
Financial Services: $41.5 Million
Energy: $40.5 Million
Industrials: $38 Million
Consumer Cyclical: $15.7 Million
Healthcare: $14.6 Million
Communication Services: $13.5 Million
Other: $18.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$300B
$31.1 Million 4.21% of portfolio
217,541
Q2 2025 Added 5.37%
$0
$28.9 Million 3.9% of portfolio
380,395
Q2 2025 Added 0.86%
$0
$27.1 Million 3.66% of portfolio
884,451
Q2 2025 Added 11.4%
$0
$26.8 Million 3.62% of portfolio
303,716
Q2 2025 Added 0.94%
$0
$26 Million 3.51% of portfolio
142,254
Q2 2025 Added 0.97%
$0
$24.9 Million 3.36% of portfolio
221,074
Q2 2025 Reduced 0.13%
$0
$23.4 Million 3.17% of portfolio
430,391
Q2 2025 Added 0.91%
$0
$23.4 Million 3.16% of portfolio
718,824
Q2 2025 Reduced 0.01%
$0
$22.3 Million 3.01% of portfolio
443,328
Q2 2025 Added 1.14%
$0
$22.1 Million 2.98% of portfolio
245,103
Q2 2025 Added 90.36%
$0
$21.9 Million 2.96% of portfolio
461,563
Q2 2025 Added 99.88%
$0
$21.5 Million 2.9% of portfolio
681,505
Q2 2025 Reduced 7.68%
$0
$18.5 Million 2.49% of portfolio
882,447
Q2 2025 Added 0.71%
$0
$14 Million 1.88% of portfolio
340,147
Q2 2025 Reduced 1.01%
$0
$13.1 Million 1.77% of portfolio
139,642
Q2 2025 Reduced 0.55%
$0
$12.3 Million 1.66% of portfolio
45,727
Q2 2025 Added 21.82%
$0
$11.5 Million 1.56% of portfolio
89,549
Q2 2025 Added 1.71%
$0
$11.6 Million 1.56% of portfolio
106,578
Q2 2025 New
$0
$11.4 Million 1.55% of portfolio
125,602
Q2 2025 Added 5.0%
$0
$8.37 Million 1.13% of portfolio
243,224
Q2 2025 Added 1,910.45%
$29.3B
$7.96 Million 1.07% of portfolio
55,136
Q2 2025 Added 30.12%
$3.75T
$7.82 Million 1.06% of portfolio
15,716
Q2 2025 Added 24.26%
$3.39T
$7.79 Million 1.05% of portfolio
37,946
Q2 2025 Added 2.53%
$0
$7.33 Million 0.99% of portfolio
28,942
Q2 2025 New
$237B
$7.36 Million 0.99% of portfolio
23,085
Q2 2025 Reduced 0.16%
$0
$6.98 Million 0.94% of portfolio
63,665
Q2 2025 Reduced 2.7%
$2.27T
$5.9 Million 0.8% of portfolio
26,884
Q2 2025 Reduced 0.45%
$113B
$5.77 Million 0.78% of portfolio
20,943
Q2 2025 Reduced 16.11%
$0
$5.79 Million 0.78% of portfolio
134,359
Q2 2025 New
$406B
$5.46 Million 0.74% of portfolio
34,539
Q2 2025 Added 2.4%
$131B
$5.45 Million 0.74% of portfolio
6,086
Q2 2025 Added 4.55%
$281B
$5.44 Million 0.73% of portfolio
39,918
Q2 2025 Reduced 5.51%
$1.07T
$5.42 Million 0.73% of portfolio
30,776
Q2 2025 Added 1.32%
$1.62T
$5.1 Million 0.69% of portfolio
6,905
Q2 2025 Added 11.8%
$92B
$4.99 Million 0.67% of portfolio
9,942
Q2 2025 Added 0.54%
$54.8B
$4.77 Million 0.64% of portfolio
64,038
Q2 2025 New
$45B
$4.64 Million 0.63% of portfolio
8,660
Q2 2025 Reduced 13.33%
$128B
$4.67 Million 0.63% of portfolio
15,130
Q2 2025 Reduced 5.76%
$38.7B
$4.64 Million 0.63% of portfolio
61,246
Q2 2025 Added 0.83%
$24.4B
$4.67 Million 0.63% of portfolio
26,164
Q2 2025 Added 27.15%
$13.1B
$4.56 Million 0.62% of portfolio
22,984
Q2 2025 Added 1.21%
$22.1B
$4.57 Million 0.62% of portfolio
28,992
Q2 2025 Added 1,290.5%
$380B
$4.58 Million 0.62% of portfolio
12,482
Q2 2025 Added 7.53%
$52.8B
$4.57 Million 0.62% of portfolio
4,390
Q2 2025 Added 0.46%
$12.5B
$4.5 Million 0.61% of portfolio
82,194
Q2 2025 Added 36.74%
$58.9B
$4.55 Million 0.61% of portfolio
18,693
Q2 2025 Reduced 7.28%
$84.9B
$4.47 Million 0.6% of portfolio
42,271
Q2 2025 Reduced 0.24%
$69.7B
$4.45 Million 0.6% of portfolio
10,574
Q2 2025 Added 3.6%
$22B
$4.35 Million 0.59% of portfolio
19,533
Q2 2025 Reduced 9.06%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $740 Million
  • Prior Value $725 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email