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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$269,000 0.03% of portfolio
1,385
Q3 2025 Reduced 2.67%
$0
$247,000 0.03% of portfolio
1,963
Q3 2025 Reduced 2.92%
$0
$262,000 0.03% of portfolio
3,001
Q3 2025 Reduced 5.78%
$12.6B
$260,000 0.03% of portfolio
1,354
Q3 2025 Reduced 94.11%
$0
$261,000 0.03% of portfolio
11,378
Q3 2025 Added 1.04%
$7.7B
$254,000 0.03% of portfolio
906
Q1 2024 New
$405B
$270,000 0.03% of portfolio
5,248
Q3 2025 Reduced 34.02%
$5.61B
$275,000 0.03% of portfolio
2,721
Q3 2025 Reduced 6.75%
$0
$200,000 0.03% of portfolio
1,517
Q3 2025 Reduced 11.8%
$0
$251,000 0.03% of portfolio
7,893
Q3 2025 Added 0.03%
$0
$210,000 0.03% of portfolio
3,677
Q3 2025 Reduced 4.04%
$0
$153,000 0.02% of portfolio
13,465
Q3 2025 Added 1.35%
$136M
$97,000 0.01% of portfolio
10,000
Q4 2024 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.6%
Ishares Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 58.41%
Bny Mellon ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.9%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Series Portfolios Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.89%
Pgim ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.71%
Tidal Trust I
-
$0 0.0% of portfolio
-
Q3 2025 New

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
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