13F HOLDINGS REPORT

Insight Wealth Strategies, LLC

Quarter ended Q4 2025 · Filed January 2, 2026 · Accession 0001749914-26-000001

Total Value

$872.1M

Positions

171

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (171)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	CHEVRON CORP NEW	CVX	219,858	$33.5M	3.84%
2	ISHARES TR	464287242	276,655	$30.5M	3.50%
3	VANGUARD SCOTTSDALE FDS	92206C813	398,650	$30.2M	3.47%
4	ISHARES TR	464287432	320,946	$28.0M	3.21%
5	GOLDMAN SACHS ETF TR	NVGLF	649,776	$27.9M	3.20%
6	BLACKROCK ETF TRUST	BLK	452,161	$27.5M	3.15%
7	INVESCO EXCH TRADED FD TR II	IVZ	223,586	$26.7M	3.06%
8	T ROWE PRICE ETF INC	87283Q883	483,518	$24.9M	2.85%
9	ISHARES TR	464289511	476,471	$24.0M	2.76%
10	LEGG MASON ETF INVT	52468L505	595,158	$21.9M	2.51%
11	ISHARES TR	46432F339	95,210	$18.9M	2.17%
12	ISHARES TR	464288687	575,043	$17.8M	2.04%
13	INVESCO EXCH TRADED FD TR II	IVZ	319,537	$17.8M	2.04%
14	VANECK ETF TRUST	92189H300	637,239	$16.5M	1.89%
15	JANUS DETROIT STR TR	47103U852	350,856	$16.0M	1.84%
16	LAM RESEARCH CORP	LRCX	85,222	$14.6M	1.67%
17	SIMPLIFY EXCHANGE TRADED FUN	82889N830	647,232	$14.4M	1.65%
18	SIMPLIFY EXCHANGE TRADED FUN	82889N657	640,356	$14.0M	1.61%
19	SELECT SECTOR SPDR TR	81369Y209	84,067	$13.0M	1.49%
20	VANGUARD WHITEHALL FDS	921946406	90,603	$13.0M	1.49%
21	SELECT SECTOR SPDR TR	81369Y852	108,862	$12.8M	1.47%
22	AMERICAN CENTY ETF TR	025072877	124,779	$12.7M	1.46%
23	INVESCO EXCHANGE TRADED FD T	IVZ	91,059	$12.6M	1.45%
24	APPLE INC	AAPL	45,601	$12.4M	1.42%
25	ISHARES TR	46429B697	129,626	$12.2M	1.40%
26	BNY MELLON ETF TRUST	09661T826	263,394	$10.6M	1.22%
27	ADVISORS INNER CIRCLE FD III	00775Y645	246,420	$9.5M	1.09%
28	SELECT SECTOR SPDR TR	81369Y803	59,791	$8.6M	0.99%
29	AMERICAN EXPRESS CO	AXP	22,321	$8.3M	0.95%
30	ISHARES TR	46434V639	182,293	$8.0M	0.91%
31	MICROSOFT CORP	MSFT	16,139	$7.8M	0.89%
32	ISHARES INC	46434G103	114,988	$7.7M	0.89%
33	SEAGATE TECHNOLOGY HLDNGS PL	SE	25,378	$7.0M	0.80%
34	KLA CORP	KLAC	5,565	$6.8M	0.78%
35	ALPHABET INC	GOOG	20,850	$6.5M	0.75%
36	AMAZON COM INC	AMZN	27,957	$6.5M	0.74%
37	MERCK & CO INC	MRK	60,103	$6.3M	0.73%
38	CENTURY ALUM CO	CENX	154,066	$6.0M	0.69%
39	CENCORA INC	COR	17,472	$5.9M	0.68%
40	REGENERON PHARMACEUTICALS	REGN	7,496	$5.8M	0.66%
41	CONSTELLATION ENERGY CORP	CEG	15,724	$5.6M	0.64%
42	NVIDIA CORPORATION	NVDA	29,537	$5.5M	0.63%
43	BROADCOM INC	AVGO	15,845	$5.5M	0.63%
44	MOODYS CORP	MCO	10,475	$5.4M	0.61%
45	COMFORT SYS USA INC	199908104	5,622	$5.2M	0.60%
46	BIOGEN INC	BIIB	28,960	$5.1M	0.58%
47	GRAINGER W W INC	384802104	5,045	$5.1M	0.58%
48	STANLEY BLACK & DECKER INC	SWK	67,795	$5.0M	0.58%
49	CENTENE CORP DEL	CNC	121,559	$5.0M	0.57%
50	BAKER HUGHES COMPANY	BKR	109,208	$5.0M	0.57%
51	LEIDOS HOLDINGS INC	LDOS	27,175	$4.9M	0.56%
52	LIQUIDIA CORPORATION	LQDA	141,818	$4.9M	0.56%
53	ACCENTURE PLC IRELAND	ACN	18,175	$4.9M	0.56%
54	QUALCOMM INC	QCOM	28,481	$4.9M	0.56%
55	WEATHERFORD INTL PLC	G48833118	61,690	$4.8M	0.55%
56	PALANTIR TECHNOLOGIES INC	PLTR	27,082	$4.8M	0.55%
57	ABBOTT LABS	ABLZF	37,930	$4.8M	0.54%
58	MCKESSON CORP	MCK	5,751	$4.7M	0.54%
59	VERISK ANALYTICS INC	VRSK	20,901	$4.7M	0.54%
60	DIGITALOCEAN HLDGS INC	DOCN	95,754	$4.6M	0.53%
61	HOME DEPOT INC	HD	13,237	$4.6M	0.52%
62	IDEXX LABS INC	45168D104	6,721	$4.5M	0.52%
63	SPDR S&P 500 ETF TR	SPY	6,667	$4.5M	0.52%
64	AUTOMATIC DATA PROCESSING IN	ADP	17,459	$4.5M	0.51%
65	FORTINET INC	FTNT	56,127	$4.5M	0.51%
66	COMMSCOPE HLDG CO INC	20337X109	243,561	$4.4M	0.51%
67	MOTOROLA SOLUTIONS INC	MSI	11,253	$4.3M	0.49%
68	BLOCK INC	BSQKZ	65,930	$4.3M	0.49%
69	BOOZ ALLEN HAMILTON HLDG COR	BAH	49,937	$4.2M	0.48%
70	INTUIT	INTU	6,355	$4.2M	0.48%
71	CDW CORP	CDW	30,622	$4.2M	0.48%
72	ISHARES TR	46429B655	79,574	$4.0M	0.46%
73	ISHARES TR	464288414	37,269	$4.0M	0.46%
74	ADVANCED MICRO DEVICES INC	AMD	18,626	$4.0M	0.46%
75	ISHARES TR	464288588	41,617	$4.0M	0.45%
76	ALPHABET INC	GOOG	12,335	$3.9M	0.44%
77	CINTAS CORP	CTAS	19,409	$3.7M	0.42%
78	VANGUARD MUN BD FDS	922907746	71,772	$3.6M	0.41%
79	EXPRO GROUP HOLDINGS NV	XPRO	267,478	$3.6M	0.41%
80	ASTRANA HEALTH INC	ASTH	141,641	$3.5M	0.40%
81	JPMORGAN CHASE & CO.	VYLD	10,852	$3.5M	0.40%
82	VANECK ETF TRUST	92189H409	67,382	$3.4M	0.39%
83	KROGER CO	KR	54,550	$3.4M	0.39%
84	CARDINAL HEALTH INC	CAH	16,312	$3.4M	0.38%
85	BLUE BIRD CORP	BLBD	66,044	$3.1M	0.36%
86	ISHARES TR	464287440	31,650	$3.0M	0.35%
87	OLD REP INTL CORP	680223104	62,076	$2.8M	0.32%
88	INTERACTIVE BROKERS GROUP IN	45841N107	43,305	$2.8M	0.32%
89	WASTE MGMT INC DEL	94106L109	12,549	$2.8M	0.32%
90	HARTFORD INSURANCE GROUP INC	HIG-PG	19,861	$2.7M	0.31%
91	ISHARES TR	464288281	27,698	$2.7M	0.31%
92	INVESCO QQQ TR	IVZ	4,265	$2.6M	0.30%
93	SPDR SERIES TRUST	78468R622	26,583	$2.6M	0.30%
94	WALMART INC	WMT	19,154	$2.1M	0.24%
95	EXXON MOBIL CORP	XOM	17,432	$2.1M	0.24%
96	WISDOMTREE TR	WT	36,578	$2.0M	0.23%
97	ISHARES TR	46432F396	5,693	$1.4M	0.16%
98	FRANKLIN TEMPLETON ETF TR	FGDL	56,107	$1.3M	0.15%
99	FIRST TR EXCH TRADED FD III	33739N108	24,784	$1.3M	0.15%
100	ISHARES TR	464287465	13,063	$1.3M	0.14%
101	TESLA INC	TSLA	2,712	$1.2M	0.14%
102	ISHARES TR	464287200	1,734	$1.2M	0.14%
103	TIDAL TRUST I	886364363	36,961	$1.1M	0.12%
104	SIMPLIFY EXCHANGE TRADED FUN	82889N699	38,296	$1.0M	0.12%
105	SPDR SERIES TRUST	78464A359	11,501	$1.0M	0.12%
106	FIDELITY MERRIMACK STR TR	316188309	21,404	$985,420	0.11%
107	ISHARES TR	464287671	5,745	$964,811	0.11%
108	PGIM ETF TR	69344A834	18,791	$963,225	0.11%
109	ISHARES TR	46438G711	20,081	$914,275	0.10%
110	META PLATFORMS INC	META	1,337	$882,792	0.10%
111	TJX COS INC NEW	872540109	5,635	$865,630	0.10%
112	CALAMOS ETF TR	12811T571	31,480	$841,763	0.10%
113	ISHARES TR	46434V621	11,946	$829,311	0.10%
114	SPDR SERIES TRUST	78464A284	29,508	$735,936	0.08%
115	VISA INC	V	2,057	$721,435	0.08%
116	ABRDN PRECIOUS METALS BASKET	GLTR	3,504	$720,422	0.08%
117	VANGUARD INDEX FDS	922908363	1,129	$708,209	0.08%
118	PACER FDS TR	69374H550	20,287	$658,618	0.08%
119	ISHARES TR	464287804	5,436	$653,353	0.07%
120	VANGUARD WHITEHALL FDS	921946810	7,083	$647,769	0.07%
121	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,174	$589,887	0.07%
122	ISHARES TR	464287614	1,142	$540,676	0.06%
123	VANGUARD SPECIALIZED FUNDS	921908844	2,442	$536,612	0.06%
124	NETFLIX INC	NFLX	5,648	$529,556	0.06%
125	ISHARES TR	464287309	4,146	$511,016	0.06%
126	ISHARES TR	46429B689	5,766	$497,296	0.06%
127	TARGA RES CORP	TRGP	2,513	$463,602	0.05%
128	ISHARES TR	46434V456	9,941	$451,806	0.05%
129	ISHARES TR	464287168	3,133	$442,164	0.05%
130	ISHARES TR	46435G672	7,973	$398,727	0.05%
131	WEC ENERGY GROUP INC	WEC	3,744	$394,797	0.05%
132	ISHARES TR	464287655	1,545	$380,283	0.04%
133	BLACKROCK ETF TRUST	BLK	5,085	$376,766	0.04%
134	GE AEROSPACE	369604301	1,213	$373,616	0.04%
135	ISHARES INC	464286210	6,947	$370,249	0.04%
136	INVESCO EXCH TRADED FD TR II	IVZ	15,249	$364,143	0.04%
137	JANUS DETROIT STR TR	47103U845	6,836	$345,750	0.04%
138	BANK AMERICA CORP	060505104	6,265	$344,600	0.04%
139	VANECK ETF TRUST	92189F676	935	$336,619	0.04%
140	FIRST TR EXCHANGE TRADED FD	33738R308	13,754	$324,871	0.04%
141	SPDR SERIES TRUST	78464A409	2,893	$308,693	0.04%
142	PEPSICO INC	PEP	2,131	$305,841	0.04%
143	INVESCO EXCH TRADED FD TR II	IVZ	5,502	$305,772	0.04%
144	SPDR GOLD TR	GLD	764	$302,781	0.03%
145	LOWES COS INC	548661107	1,251	$301,782	0.03%
146	FRANKLIN TEMPLETON ETF TR	FGDL	8,754	$301,575	0.03%
147	MUELLER INDS INC	624756102	2,513	$288,498	0.03%
148	IES HLDGS INC	IESC	739	$287,486	0.03%
149	VANGUARD TAX-MANAGED FDS	921943858	4,548	$284,134	0.03%
150	FIRST TR EXCHANGE-TRADED FD	33733E302	1,034	$278,332	0.03%
151	ISHARES TR	46432F842	3,009	$269,153	0.03%
152	SERIES PORTFOLIOS TR	81752T528	10,091	$267,208	0.03%
153	ISHARES U S ETF TR	46431W507	5,150	$263,184	0.03%
154	INVESCO MUN OPPORTUNITY TR	IVZ	27,479	$262,976	0.03%
155	VANGUARD INDEX FDS	922908769	783	$262,542	0.03%
156	WISDOMTREE TR	WT	8,035	$261,486	0.03%
157	ELI LILLY & CO	LLY	242	$260,073	0.03%
158	SCHWAB STRATEGIC TR	808524300	7,894	$257,512	0.03%
159	BLACKROCK ETF TRUST II	BLK	11,558	$256,819	0.03%
160	BIO RAD LABS INC	090572207	839	$254,209	0.03%
161	ISHARES TR	464288570	1,952	$251,429	0.03%
162	COCA COLA CO	KO	3,584	$250,555	0.03%
163	INVESCO MUNI INCOME OPP TRST	IVZ	38,720	$232,704	0.03%
164	ISHARES TR	464287598	1,105	$232,433	0.03%
165	SELECT SECTOR SPDR TR	81369Y605	4,243	$232,379	0.03%
166	CHENIERE ENERGY INC	LNG	1,182	$229,788	0.03%
167	ISHARES TR	46436E767	3,668	$211,189	0.02%
168	ISHARES TR	46432F388	1,482	$202,608	0.02%
169	NUVEEN AMT FREE QLTY MUN INC	NU	13,785	$160,325	0.02%
170	RICHARDSON ELECTRS LTD	763165107	10,000	$108,800	0.01%
171	PAYONEER GLOBAL INC	PAYO	19,348	$108,736	0.01%