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Institutional investment manager
INSIGHT WEALTH STRATEGIES, LLC
CIK 0001749914
- Reported holdings value
- $1.01B
- Reported positions
- 194
- Report as of
- 2026-09-30
- Filed on
- 2026-10-09
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| SPMO INVESCO EXCH TRADED FD TR II 46138E339 | S&P 500 MOMNTM Share · SH | 247,018 | $37.44M | 3.70% | +31,588 | +14.66% | Increased |
| LVHI LEGG MASON ETF INVT 52468L505 | FRANKLIN INTL LW Share · SH | 885,376 | $36.93M | 3.65% | +206,204 | +30.36% | Increased |
| DYNF BLACKROCK ETF TRUST 09290C103 | ISHARES US EQUIT Share · SH | 486,949 | $33.73M | 3.34% | -2,808 | -0.57% | Reduced |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 161,957 | $33.07M | 3.27% | -9,446 | -5.51% | Reduced |
| VCLT VANGUARD SCOTTSDALE FDS 92206C813 | LG-TERM COR BD Share · SH | 445,844 | $30.54M | 3.02% | +25,518 | +6.07% | Increased |
| PAAA PGIM ETF TR 69344A834 | AAA CLO ETF Share · SH | 576,138 | $29.55M | 2.92% | -79,844 | -12.17% | Reduced |
| 46436E403 ISHARES TR 46436E403 | MSCI US GARP ETF Share · SH | 345,059 | $29.42M | 2.91% | +89,112 | +34.82% | Increased |
| 92189F486 VANECK ETF TRUST 92189F486 | IG FLOA RATE ETF Share · SH | 1,138,827 | $29.14M | 2.88% | +33,112 | +2.99% | Increased |
| VLUE ISHARES TR 46432F388 | MSCI USA VALUE Share · SH | 138,537 | $27.43M | 2.71% | -12,949 | -8.55% | Reduced |
| TLT ISHARES TR 464287432 | 20 YR TR BD ETF Share · SH | 330,227 | $25.69M | 2.54% | +13,268 | +4.19% | Increased |
| 922020755 VANGUARD MALVERN FDS 922020755 | CORE-PLUS BD ETF Share · SH | 309,237 | $22.89M | 2.26% | +7,530 | +2.50% | Increased |
| USHY ISHARES TR 46435U853 | BROAD USD HIGH Share · SH | 626,335 | $22.37M | 2.21% | — | — | Newly reported |
| FNDF SCHWAB STRATEGIC TR 808524755 | FUNDAMENTAL INTL Share · SH | 387,160 | $20.81M | 2.06% | +3,505 | +0.91% | Increased |
| LRCX LAM RESEARCH CORP 512807306 | COM NEW Share · SH | 61,398 | $20.17M | 2.00% | +592 | +0.97% | Increased |
| BCI ABRDN ETFS 003261104 | BBRG ALL COMD K1 Share · SH | 761,713 | $19.71M | 1.95% | — | — | Newly reported |
| 87283Q883 T ROWE PRICE EXCHANGE-TRADED 87283Q883 | FLOATING RATE Share · SH | 383,452 | $19.36M | 1.92% | -174,229 | -31.24% | Reduced |
| VMBS VANGUARD SCOTTSDALE FDS 92206C771 | MTG-BKD SECS ETF Share · SH | 397,559 | $17.66M | 1.75% | — | — | Newly reported |
| IGLB ISHARES TR 464289511 | 10+ YR INVST GRD Share · SH | 384,496 | $17.56M | 1.74% | — | — | Newly reported |
| AAPL APPLE INC 037833100 | COM Share · SH | 47,432 | $15.8M | 1.56% | +114 | +0.24% | Increased |
| IDMO INVESCO EXCH TRADED FD TR II 46138E222 | S&P INTL MOMNT Share · SH | 255,416 | $15.59M | 1.54% | -130,316 | -33.78% | Reduced |
| AVUV AMERICAN CENTY ETF TR 025072877 | US SML CP VALU Share · SH | 126,132 | $14.85M | 1.47% | -157 | -0.12% | Reduced |
| XLK SELECT SECTOR SPDR TR 81369Y803 | ST STR TECHN ETF Share · SH | 66,724 | $13.06M | 1.29% | -5,821 | -8.02% | Reduced |
| 886364363 TIDAL TRUST I 886364363 | UNLIMITED HFGM Share · SH | 388,918 | $12.19M | 1.21% | +12,248 | +3.25% | Increased |
| 82889N830 SIMPLIFY EXCHANGE TRADED FUN 82889N830 | HIGH YIELD ETF Share · SH | 566,973 | $11.44M | 1.13% | -197,355 | -25.82% | Reduced |
| IGV ISHARES TR 464287515 | EXPANDED TECH Share · SH | 107,147 | $11.41M | 1.13% | — | — | Newly reported |
| SAMT ADVISORS INNER CIRCLE FD III 00775Y645 | STRATEGAS MACRO Share · SH | 252,888 | $10.54M | 1.04% | +1,116 | +0.44% | Increased |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 19,681 | $10.09M | 1.00% | -344 | -1.72% | Reduced |
| IEMG ISHARES INC 46434G103 | CORE MSCI EMKT Share · SH | 116,932 | $9.49M | 0.94% | -95,741 | -45.02% | Reduced |
| STX SEAGATE TECHNOLOGY HLDNGS PL G7997R103 | ORD SHS Share · SH | 9,937 | $9.17M | 0.91% | +138 | +1.41% | Increased |
| KLAC KLA CORP 482480100 | COM NEW Share · SH | 44,707 | $8.71M | 0.86% | +632 | +1.43% | Increased |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 38,063 | $8.69M | 0.86% | +145 | +0.38% | Increased |
| BUG GLOBAL X FDS 37954Y384 | CYBRSCURTY ETF Share · SH | 184,479 | $8.52M | 0.84% | — | — | Newly reported |
| FTNT FORTINET INC 34959E109 | COM Share · SH | 44,762 | $8M | 0.79% | -13,281 | -22.88% | Reduced |
| NTAP NETAPP INC 64110D104 | COM Share · SH | 37,957 | $7.97M | 0.79% | +579 | +1.55% | Increased |
| MRK MERCK & CO INC 58933Y105 | COM Share · SH | 54,318 | $7.89M | 0.78% | -5 | -0.01% | Reduced |
| BIIB BIOGEN INC 09062X103 | COM Share · SH | 34,161 | $7.72M | 0.76% | -159 | -0.46% | Reduced |
| INCY INCYTE CORP 45337C102 | COM Share · SH | 63,207 | $7.67M | 0.76% | +1,032 | +1.66% | Increased |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 30,014 | $7.48M | 0.74% | -259 | -0.86% | Reduced |
| SWK STANLEY BLACK & DECKER INC 854502101 | COM Share · SH | 83,399 | $7.39M | 0.73% | -902 | -1.07% | Reduced |
| COR CENCORA INC 03073E105 | COM Share · SH | 24,223 | $7.27M | 0.72% | -96 | -0.39% | Reduced |
| MSI MOTOROLA SOLUTIONS INC 620076307 | COM NEW Share · SH | 16,275 | $7.26M | 0.72% | +50 | +0.31% | Increased |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 20,460 | $7.04M | 0.70% | -21 | -0.10% | Reduced |
| DVN DEVON ENERGY CORP NEW 25179M103 | COM Share · SH | 149,247 | $6.87M | 0.68% | +2,929 | +2.00% | Increased |
| FIX COMFORT SYS USA INC 199908104 | COM Share · SH | 4,074 | $6.74M | 0.67% | -562 | -12.12% | Reduced |
| GWW WW GRAINGER INC 384802104 | COM Share · SH | 5,396 | $6.72M | 0.66% | +55 | +1.03% | Increased |
| ILMN ILLUMINA INC 452327109 | COM Share · SH | 24,488 | $6.7M | 0.66% | -8,479 | -25.72% | Reduced |
| TER TERADYNE INC 880770102 | COM Share · SH | 16,658 | $6.68M | 0.66% | +484 | +2.99% | Increased |
| CENX CENTURY ALUM CO 156431108 | COM Share · SH | 185,329 | $6.67M | 0.66% | +41,857 | +29.17% | Increased |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 18,789 | $6.6M | 0.65% | +395 | +2.15% | Increased |
| REGN REGENERON PHARMACEUTICALS 75886F107 | COM Share · SH | 8,617 | $6.53M | 0.65% | -117 | -1.34% | Reduced |
1–50 of 208 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-09. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.