Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025

Insight Wealth Strategies, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $788 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 $34M, Vanguard Lg Trm Corp Bd ETF with a value of $30.4M, Ishares Trust Ishares Pfd And with a value of $28.5M, Ishares Barclays 20+ Year Trea with a value of $28.1M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $26.6M.

Examining the 13F form we can see an increase of $47.7M in the current position value, from $740M to 788M.

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 $788 Million
ETFs: $474 Million
Technology: $105 Million
Energy: $53.5 Million
Industrials: $41.4 Million
Financial Services: $31.7 Million
Healthcare: $30 Million
Consumer Cyclical: $18.1 Million
Communication Services: $16.4 Million
Other: $7.89 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$297B
$34 Million 4.31% of portfolio
218,809
Q3 2025 Added 0.58%
$3.98T
$11.9 Million 1.5% of portfolio
46,562
Q3 2025 Added 22.71%
$3.81T
$8.17 Million 1.04% of portfolio
15,772
Q3 2025 Added 0.36%
$241B
$7.64 Million 0.97% of portfolio
23,004
Q3 2025 Reduced 0.35%
$1.5T
$7.44 Million 0.94% of portfolio
30,614
Q3 2025 Reduced 0.53%
$350B
$6.5 Million 0.82% of portfolio
35,614
Q3 2025 Reduced 10.78%
$30B
$6.43 Million 0.82% of portfolio
7,788
Q3 2025 Reduced 1.64%
$2.18T
$6.33 Million 0.8% of portfolio
28,813
Q3 2025 Added 7.18%
$46.7B
$6.22 Million 0.79% of portfolio
26,358
Q3 2025 Reduced 52.19%
$156B
$6.12 Million 0.78% of portfolio
5,677
Q3 2025 Reduced 6.72%
$453B
$6.07 Million 0.77% of portfolio
32,528
Q3 2025 Reduced 5.82%
$25.2B
$5.57 Million 0.71% of portfolio
29,467
Q3 2025 Added 1.64%
$53.1B
$5.46 Million 0.69% of portfolio
8,540
Q3 2025 Reduced 1.39%
$11.2B
$5.35 Million 0.68% of portfolio
81,769
Q3 2025 Reduced 0.52%
$1.61T
$5.25 Million 0.67% of portfolio
7,145
Q3 2025 Added 3.48%
$397B
$5.12 Million 0.65% of portfolio
12,642
Q3 2025 Added 1.28%
$844B
$5.14 Million 0.65% of portfolio
18,290
Q3 2025 Reduced 3.79%
$116B
$5.07 Million 0.64% of portfolio
17,272
Q3 2025 Added 14.16%
$131B
$5.01 Million 0.64% of portfolio
15,220
Q3 2025 New
$143B
$5.04 Million 0.64% of portfolio
15,276
Q3 2025 Reduced 27.06%
$4.45B
$4.98 Million 0.63% of portfolio
72,814
Q3 2025 New
$73B
$4.91 Million 0.62% of portfolio
10,732
Q3 2025 Added 1.49%
$224B
$4.91 Million 0.62% of portfolio
36,673
Q3 2025 New
$10B
$4.78 Million 0.61% of portfolio
64,249
Q3 2025 New
$213B
$4.8 Million 0.61% of portfolio
57,219
Q3 2025 New
$12.9B
$4.83 Million 0.61% of portfolio
48,360
Q3 2025 Added 24.59%
$111B
$4.77 Million 0.61% of portfolio
6,175
Q3 2025 Added 5.36%
$85.8B
$4.79 Million 0.61% of portfolio
10,059
Q3 2025 Added 1.18%
$48.2B
$4.74 Million 0.6% of portfolio
4,978
Q3 2025 Added 13.39%
$184B
$4.76 Million 0.6% of portfolio
28,616
Q3 2025 New
$20.4B
$4.75 Million 0.6% of portfolio
29,795
Q3 2025 Added 13.88%
$55B
$4.48 Million 0.57% of portfolio
19,076
Q3 2025 Added 2.05%
$33.1B
$4.38 Million 0.56% of portfolio
44,566
Q3 2025 Added 0.94%
$1.8B
$4.34 Million 0.55% of portfolio
75,589
Q3 2025 Reduced 4.55%
$182B
$4.16 Million 0.53% of portfolio
6,092
Q3 2025 Added 85.11%
$61B
$4.09 Million 0.52% of portfolio
7,278
Q3 2025 New
$18.7B
$4.05 Million 0.51% of portfolio
19,716
Q3 2025 Added 0.94%
$1.98B
$3.83 Million 0.49% of portfolio
633,213
Q3 2025 Added 0.79%
$13.6B
$3.85 Million 0.49% of portfolio
79,424
Q3 2025 Added 3.19%
$65.6B
$3.62 Million 0.46% of portfolio
43,028
Q3 2025 Added 1.79%
$147B
$3.58 Million 0.45% of portfolio
14,526
Q3 2025 Added 4.27%
$36B
$3.52 Million 0.45% of portfolio
14,010
Q3 2025 Added 13.59%
$379B
$3.51 Million 0.44% of portfolio
21,674
Q3 2025 Added 0.03%
$20B
$3.46 Million 0.44% of portfolio
25,271
Q3 2025 Added 19.41%
$30.3B
$3.36 Million 0.43% of portfolio
58,643
Q3 2025 Reduced 11.44%
$876B
$3.34 Million 0.42% of portfolio
10,591
Q3 2025 Reduced 0.12%
$38.4B
$3.2 Million 0.41% of portfolio
17,296
Q3 2025 Added 14.2%
$1.53T
$2.93 Million 0.37% of portfolio
12,047
Q3 2025 Added 0.43%
$6.22B
$2.94 Million 0.37% of portfolio
42,774
Q3 2025 Reduced 7.56%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $788 Million
  • Prior Value $740 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 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