13F HOLDINGS REPORT
Insight Wealth Strategies, LLC
Quarter ended Q3 2025 · Filed October 6, 2025 · Accession 0001749914-25-000006
Total Value
$848.7M
Positions
171
Other Managers
0
Confidential Omitted
No
Holdings (171)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHEVRON CORP NEW | CVX | 218,809 | $34.0M | 4.00% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C813 | 390,926 | $30.4M | 3.58% |
| 3 | ISHARES TR | 464288687 | 901,080 | $28.5M | 3.36% |
| 4 | ISHARES TR | 464287432 | 314,160 | $28.1M | 3.31% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 219,768 | $26.6M | 3.13% |
| 6 | BLACKROCK ETF TRUST | BLK | 444,312 | $26.3M | 3.10% |
| 7 | GOLDMAN SACHS ETF TR | NVGLF | 637,569 | $26.2M | 3.09% |
| 8 | ISHARES TR | 464289511 | 460,559 | $23.7M | 2.80% |
| 9 | T ROWE PRICE ETF INC | 87283Q883 | 457,209 | $23.5M | 2.77% |
| 10 | ISHARES TR | 46435G250 | 481,910 | $23.1M | 2.72% |
| 11 | LEGG MASON ETF INVT | 52468L505 | 586,010 | $20.4M | 2.40% |
| 12 | DIMENSIONAL ETF TRUST | 25434V856 | 449,081 | $19.0M | 2.23% |
| 13 | ISHARES TR | 46432F339 | 95,294 | $18.5M | 2.18% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 307,218 | $16.6M | 1.95% |
| 15 | LAM RESEARCH CORP | LRCX | 99,378 | $13.3M | 1.57% |
| 16 | VANGUARD WHITEHALL FDS | 921946406 | 89,792 | $12.7M | 1.49% |
| 17 | SELECT SECTOR SPDR TR | 81369Y852 | 106,494 | $12.6M | 1.49% |
| 18 | AMERICAN CENTY ETF TR | 025072877 | 125,422 | $12.5M | 1.47% |
| 19 | ISHARES TR | 46429B697 | 128,838 | $12.3M | 1.44% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 89,697 | $12.1M | 1.43% |
| 21 | INVESCO EXCH TRADED FD TR II | IVZ | 567,999 | $11.9M | 1.40% |
| 22 | APPLE INC | AAPL | 46,562 | $11.9M | 1.40% |
| 23 | SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | 514,852 | $11.8M | 1.39% |
| 24 | SELECT SECTOR SPDR TR | 81369Y209 | 84,306 | $11.7M | 1.38% |
| 25 | BNY MELLON ETF TRUST | 09661T826 | 249,815 | $9.7M | 1.15% |
| 26 | ADVISORS INNER CIRCLE FD III | 00775Y645 | 243,384 | $9.1M | 1.07% |
| 27 | SELECT SECTOR SPDR TR | 81369Y803 | 29,277 | $8.3M | 0.97% |
| 28 | MICROSOFT CORP | MSFT | 15,772 | $8.2M | 0.96% |
| 29 | ISHARES TR | 46434V639 | 181,357 | $7.6M | 0.90% |
| 30 | AMERICAN EXPRESS CO | AXP | 23,004 | $7.6M | 0.90% |
| 31 | ALPHABET INC | GOOG | 30,614 | $7.4M | 0.88% |
| 32 | ISHARES INC | 46434G103 | 110,460 | $7.3M | 0.86% |
| 33 | ISHARES TR | 464287242 | 61,526 | $6.9M | 0.81% |
| 34 | PALANTIR TECHNOLOGIES INC | PLTR | 35,614 | $6.5M | 0.77% |
| 35 | COMFORT SYS USA INC | 199908104 | 7,788 | $6.4M | 0.76% |
| 36 | AMAZON COM INC | AMZN | 28,813 | $6.3M | 0.75% |
| 37 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 26,358 | $6.2M | 0.73% |
| 38 | KLA CORP | KLAC | 5,677 | $6.1M | 0.72% |
| 39 | NVIDIA CORPORATION | NVDA | 32,528 | $6.1M | 0.72% |
| 40 | ISHARES TR | 464288117 | 138,631 | $5.9M | 0.70% |
| 41 | LEIDOS HOLDINGS INC | LDOS | 29,467 | $5.6M | 0.66% |
| 42 | IDEXX LABS INC | 45168D104 | 8,540 | $5.5M | 0.64% |
| 43 | CENCORA INC | COR | 17,296 | $5.4M | 0.64% |
| 44 | JEFFERIES FINL GROUP INC | 47233W109 | 81,769 | $5.3M | 0.63% |
| 45 | META PLATFORMS INC | META | 7,145 | $5.2M | 0.62% |
| 46 | BAKER HUGHES COMPANY | BKR | 105,884 | $5.2M | 0.61% |
| 47 | ORACLE CORP | ORCL-PD | 18,290 | $5.1M | 0.61% |
| 48 | HOME DEPOT INC | HD | 12,642 | $5.1M | 0.60% |
| 49 | AUTOMATIC DATA PROCESSING IN | ADP | 17,272 | $5.1M | 0.60% |
| 50 | BROADCOM INC | AVGO | 15,276 | $5.0M | 0.59% |
| 51 | CONSTELLATION ENERGY CORP | CEG | 15,220 | $5.0M | 0.59% |
| 52 | WEATHERFORD INTL PLC | G48833118 | 72,814 | $5.0M | 0.59% |
| 53 | ABBOTT LABS | ABLZF | 36,673 | $4.9M | 0.58% |
| 54 | MOTOROLA SOLUTIONS INC | MSI | 10,732 | $4.9M | 0.58% |
| 55 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 48,360 | $4.8M | 0.57% |
| 56 | MERCK & CO INC | MRK | 57,219 | $4.8M | 0.57% |
| 57 | MOODYS CORP | MCO | 10,059 | $4.8M | 0.56% |
| 58 | STANLEY BLACK & DECKER INC | SWK | 64,249 | $4.8M | 0.56% |
| 59 | MCKESSON CORP | MCK | 6,175 | $4.8M | 0.56% |
| 60 | QUALCOMM INC | QCOM | 28,616 | $4.8M | 0.56% |
| 61 | CDW CORP | CDW | 29,795 | $4.7M | 0.56% |
| 62 | GRAINGER W W INC | 384802104 | 4,978 | $4.7M | 0.56% |
| 63 | CHENIERE ENERGY INC | LNG | 19,076 | $4.5M | 0.53% |
| 64 | SPDR S&P 500 ETF TR | SPY | 6,620 | $4.4M | 0.52% |
| 65 | PACCAR INC | PCAR | 44,566 | $4.4M | 0.52% |
| 66 | BLUE BIRD CORP | BLBD | 75,589 | $4.4M | 0.51% |
| 67 | BLOCK INC | BSQKZ | 58,643 | $4.2M | 0.50% |
| 68 | INTUIT | INTU | 6,092 | $4.2M | 0.49% |
| 69 | REGENERON PHARMACEUTICALS | REGN | 7,278 | $4.1M | 0.48% |
| 70 | CINTAS CORP | CTAS | 19,716 | $4.0M | 0.48% |
| 71 | VANECK ETF TRUST | 92189H409 | 79,022 | $4.0M | 0.47% |
| 72 | ISHARES TR | 464288588 | 41,244 | $3.9M | 0.46% |
| 73 | ISHARES TR | 464288414 | 36,396 | $3.9M | 0.46% |
| 74 | DYNATRACE INC | DT | 79,424 | $3.8M | 0.45% |
| 75 | PAYONEER GLOBAL INC | PAYO | 633,213 | $3.8M | 0.45% |
| 76 | ISHARES TR | 46429B655 | 74,738 | $3.8M | 0.45% |
| 77 | FORTINET INC | FTNT | 43,028 | $3.6M | 0.43% |
| 78 | VANGUARD MUN BD FDS | 922907746 | 72,179 | $3.6M | 0.43% |
| 79 | ACCENTURE PLC IRELAND | ACN | 14,526 | $3.6M | 0.42% |
| 80 | VERISK ANALYTICS INC | VRSK | 14,010 | $3.5M | 0.42% |
| 81 | ADVANCED MICRO DEVICES INC | AMD | 21,674 | $3.5M | 0.41% |
| 82 | GODADDY INC | GDDY | 25,271 | $3.5M | 0.41% |
| 83 | JPMORGAN CHASE & CO. | VYLD | 10,591 | $3.3M | 0.39% |
| 84 | ISHARES TR | 464287440 | 32,796 | $3.2M | 0.37% |
| 85 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 42,774 | $2.9M | 0.35% |
| 86 | ALPHABET INC | GOOG | 12,047 | $2.9M | 0.35% |
| 87 | ISHARES TR | 464288281 | 29,750 | $2.8M | 0.33% |
| 88 | SPDR SERIES TRUST | 78468R622 | 28,311 | $2.8M | 0.33% |
| 89 | SM ENERGY CO | SM | 108,074 | $2.7M | 0.32% |
| 90 | WASTE MGMT INC DEL | 94106L109 | 12,070 | $2.7M | 0.31% |
| 91 | OLD REP INTL CORP | 680223104 | 60,542 | $2.6M | 0.30% |
| 92 | CARDINAL HEALTH INC | CAH | 16,296 | $2.6M | 0.30% |
| 93 | INVESCO QQQ TR | IVZ | 4,097 | $2.5M | 0.29% |
| 94 | HARTFORD INSURANCE GROUP INC | HIG-PG | 17,947 | $2.4M | 0.28% |
| 95 | WALMART INC | WMT | 18,910 | $1.9M | 0.23% |
| 96 | WISDOMTREE TR | WT | 33,552 | $1.8M | 0.21% |
| 97 | EXXON MOBIL CORP | XOM | 15,868 | $1.8M | 0.21% |
| 98 | ISHARES TR | 46432F396 | 5,689 | $1.5M | 0.17% |
| 99 | FIRST TR EXCH TRADED FD III | 33739N108 | 24,209 | $1.2M | 0.14% |
| 100 | TESLA INC | TSLA | 2,709 | $1.2M | 0.14% |
| 101 | FRANKLIN TEMPLETON ETF TR | FGDL | 49,683 | $1.2M | 0.14% |
| 102 | ISHARES TR | 464287200 | 1,654 | $1.1M | 0.13% |
| 103 | ISHARES TR | 464287465 | 11,538 | $1.1M | 0.13% |
| 104 | SPDR SERIES TRUST | 78464A359 | 11,458 | $1.0M | 0.12% |
| 105 | PGIM ETF TR | 69344A834 | 19,088 | $983,051 | 0.12% |
| 106 | ISHARES TR | 464287671 | 5,740 | $944,496 | 0.11% |
| 107 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 30,603 | $855,964 | 0.10% |
| 108 | TJX COS INC NEW | 872540109 | 5,742 | $829,987 | 0.10% |
| 109 | ISHARES TR | 46434V621 | 11,957 | $814,014 | 0.10% |
| 110 | FIDELITY MERRIMACK STR TR | 316188309 | 17,535 | $810,807 | 0.10% |
| 111 | NETFLIX INC | NFLX | 662 | $793,685 | 0.09% |
| 112 | ISHARES TR | 46438G711 | 16,335 | $760,693 | 0.09% |
| 113 | SPDR SERIES TRUST | 78464A284 | 29,301 | $730,465 | 0.09% |
| 114 | ISHARES TR | 464287804 | 5,971 | $709,515 | 0.08% |
| 115 | CALAMOS ETF TR | 12811T571 | 25,292 | $694,764 | 0.08% |
| 116 | VANGUARD INDEX FDS | 922908363 | 1,109 | $679,130 | 0.08% |
| 117 | TIDAL TRUST I | 886364363 | 20,877 | $659,922 | 0.08% |
| 118 | VISA INC | V | 1,875 | $640,086 | 0.08% |
| 119 | VANGUARD WHITEHALL FDS | 921946810 | 7,076 | $633,787 | 0.07% |
| 120 | JANUS DETROIT STR TR | 47103U845 | 11,650 | $591,604 | 0.07% |
| 121 | ABRDN PRECIOUS METALS BASKET | GLTR | 3,524 | $583,046 | 0.07% |
| 122 | ISHARES TR | 464287309 | 4,678 | $564,788 | 0.07% |
| 123 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,111 | $558,320 | 0.07% |
| 124 | ISHARES TR | 464287614 | 1,136 | $531,943 | 0.06% |
| 125 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,443 | $527,165 | 0.06% |
| 126 | ISHARES TR | 46429B689 | 5,737 | $486,671 | 0.06% |
| 127 | ISHARES TR | 464287168 | 3,421 | $486,161 | 0.06% |
| 128 | PACER FDS TR | 69374H550 | 14,305 | $452,610 | 0.05% |
| 129 | ISHARES TR | 46434V456 | 9,938 | $439,169 | 0.05% |
| 130 | WEC ENERGY GROUP INC | WEC | 3,717 | $425,962 | 0.05% |
| 131 | TARGA RES CORP | TRGP | 2,496 | $418,226 | 0.05% |
| 132 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 1,411 | $394,854 | 0.05% |
| 133 | STRATEGY SHS | STRD | 17,441 | $388,597 | 0.05% |
| 134 | SELECT SECTOR SPDR TR | 81369Y605 | 7,062 | $380,434 | 0.04% |
| 135 | ISHARES TR | 46435G672 | 7,388 | $378,471 | 0.04% |
| 136 | ISHARES U S ETF TR | 46431W507 | 7,339 | $376,367 | 0.04% |
| 137 | SPDR SERIES TRUST | 78464A409 | 3,596 | $375,848 | 0.04% |
| 138 | ISHARES TR | 464287655 | 1,540 | $372,647 | 0.04% |
| 139 | BLACKROCK ETF TRUST | BLK | 5,112 | $370,999 | 0.04% |
| 140 | ISHARES INC | 464286210 | 6,384 | $355,014 | 0.04% |
| 141 | INVESCO EXCH TRADED FD TR II | IVZ | 14,341 | $341,747 | 0.04% |
| 142 | GE AEROSPACE | 369604301 | 1,135 | $341,567 | 0.04% |
| 143 | FIRST TR EXCHANGE TRADED FD | 33738R308 | 13,595 | $322,328 | 0.04% |
| 144 | SPDR GOLD TR | GLD | 893 | $317,435 | 0.04% |
| 145 | ARCH CAP GROUP LTD | G0450A105 | 3,367 | $305,508 | 0.04% |
| 146 | VANECK ETF TRUST | 92189F676 | 932 | $304,129 | 0.04% |
| 147 | IES HLDGS INC | IESC | 739 | $293,863 | 0.03% |
| 148 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,764 | $285,453 | 0.03% |
| 149 | PEPSICO INC | PEP | 2,028 | $284,812 | 0.03% |
| 150 | MUELLER INDS INC | 624756102 | 2,721 | $275,149 | 0.03% |
| 151 | INVESCO EXCH TRADED FD TR II | IVZ | 5,195 | $273,743 | 0.03% |
| 152 | BANK AMERICA CORP | 060505104 | 5,248 | $270,744 | 0.03% |
| 153 | SERIES PORTFOLIOS TR | 81752T528 | 9,902 | $265,583 | 0.03% |
| 154 | ISHARES TR | 46432F842 | 3,001 | $261,994 | 0.03% |
| 155 | INVESCO MUN OPPORTUNITY TR | IVZ | 26,949 | $260,597 | 0.03% |
| 156 | REINSURANCE GRP OF AMERICA I | 759351604 | 1,354 | $260,092 | 0.03% |
| 157 | VANGUARD INDEX FDS | 922908769 | 781 | $256,304 | 0.03% |
| 158 | TEXAS INSTRS INC | 882508104 | 1,385 | $254,533 | 0.03% |
| 159 | BLACKROCK ETF TRUST II | BLK | 11,378 | $254,194 | 0.03% |
| 160 | BIO RAD LABS INC | 090572207 | 906 | $254,033 | 0.03% |
| 161 | SCHWAB STRATEGIC TR | 808524300 | 7,893 | $251,858 | 0.03% |
| 162 | LOWES COS INC | 548661107 | 986 | $247,701 | 0.03% |
| 163 | ISHARES TR | 464288570 | 1,963 | $247,179 | 0.03% |
| 164 | WISDOMTREE TR | WT | 7,605 | $242,548 | 0.03% |
| 165 | INVESCO MUNI INCOME OPP TRST | IVZ | 39,360 | $237,339 | 0.03% |
| 166 | ISHARES TR | 464287598 | 1,104 | $224,702 | 0.03% |
| 167 | COCA COLA CO | KO | 3,364 | $223,071 | 0.03% |
| 168 | ISHARES TR | 46436E767 | 3,677 | $210,754 | 0.02% |
| 169 | SPDR SERIES TRUST | 78468R556 | 1,517 | $200,522 | 0.02% |
| 170 | NUVEEN AMT FREE QLTY MUN INC | NU | 13,465 | $153,367 | 0.02% |
| 171 | RICHARDSON ELECTRS LTD | 763165107 | 10,000 | $97,900 | 0.01% |