Institutional Manager · CIK 0001749914

Insight Wealth Strategies, LLC

SAN RAMON, CA · File #028-19099

Latest AUM

$872.1M

Positions

171

Top-10 Concentration

41.8%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	ISHARES TR	464287242	+215,129	+$23.7M	-$78,750
EXITED	ISHARES TR	46435G250	-481,910	-$23.1M	$0
EXITED	DIMENSIONAL ETF TRUST	25434V856	-449,081	-$19.0M	$0
NEW	VANECK ETF TRUST	92189H300	+637,239	+$16.5M	$0
NEW	JANUS DETROIT STR TR	47103U852	+350,856	+$16.0M	$0
NEW	SIMPLIFY EXCHANGE TRADED FUN	82889N657	+640,356	+$14.0M	$0
EXITED	INVESCO EXCH TRADED FD TR II	46138G508	-567,999	-$11.9M	$0
REDUCE	ISHARES TR	464288687	-326,037	-$10.1M	-$594,692
NEW	CENTURY ALUM CO	CENX	+154,066	+$6.0M	$0
EXITED	ISHARES TR	464288117	-138,631	-$5.9M	$0

Sector Allocation

12.1%$105.7M

11.7%$102.4M

5.1%$44.8M

5.1%$44.8M

2.4%$21.0M

Consumer Discretionary

2.2%$19.2M

Consumer Staples

0.7%$6.1M

Materials

0.7%$6.0M

Utilities

0.7%$5.9M

Communication Services

0.2%$1.4M

Filing History

Jan 2, 202613F HOLDINGS REPORTQ/E Dec 2025171 pos · $872.1M
Oct 6, 202513F HOLDINGS REPORTQ/E Sep 2025171 pos · $848.7M
Jul 7, 202513F HOLDINGS REPORTQ/E Jun 2025171 pos · $791.7M
Apr 3, 202513F HOLDINGS REPORTQ/E Mar 2025158 pos · $742.7M
Jan 6, 202513F HOLDINGS REPORTQ/E Dec 2024152 pos · $745.7M
Oct 7, 202413F HOLDINGS REPORTQ/E Sep 2024159 pos · $759.2M
Jul 8, 202413F HOLDINGS REPORTQ/E Jun 2024157 pos · $702.8M
Apr 5, 202413F HOLDINGS REPORTQ/E Mar 2024159 pos · $681.2M
Oct 13, 202313F HOLDINGS REPORTQ/E Dec 2023143 pos · $517.7M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	CHEVRON CORP NEW	CVX	219,858	$33.5M	5.10%
2	ISHARES TR	464287242	276,655	$30.5M	4.64%
3	VANGUARD SCOTTSDALE FDS	92206C813	398,650	$30.2M	4.60%
4	ISHARES TR	464287432	320,946	$28.0M	4.25%
5	GOLDMAN SACHS ETF TR	NVGLF	649,776	$27.9M	4.24%
6	BLACKROCK ETF TRUST	BLK	452,161	$27.5M	4.18%
7	INVESCO EXCH TRADED FD TR II	IVZ	223,586	$26.7M	4.06%
8	T ROWE PRICE ETF INC	87283Q883	483,518	$24.9M	3.78%
9	ISHARES TR	464289511	476,471	$24.0M	3.66%
10	LEGG MASON ETF INVT	52468L505	595,158	$21.9M	3.33%
11	ISHARES TR	46432F339	95,210	$18.9M	2.88%
12	ISHARES TR	464288687	575,043	$17.8M	2.71%
13	INVESCO EXCH TRADED FD TR II	IVZ	319,537	$17.8M	2.70%
14	VANECK ETF TRUST	92189H300	637,239	$16.5M	2.50%
15	JANUS DETROIT STR TR	47103U852	350,856	$16.0M	2.44%
16	LAM RESEARCH CORP	LRCX	85,222	$14.6M	2.22%
17	SIMPLIFY EXCHANGE TRADED FUN	82889N830	647,232	$14.4M	2.19%
18	SIMPLIFY EXCHANGE TRADED FUN	82889N657	640,356	$14.0M	2.13%
19	SELECT SECTOR SPDR TR	81369Y209	84,067	$13.0M	1.98%
20	VANGUARD WHITEHALL FDS	921946406	90,603	$13.0M	1.98%