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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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
12

Sector Allocation

Financials
12.1%$105.7M
Technology
11.7%$102.4M
Healthcare
5.1%$44.8M
Energy
5.1%$44.8M
Industrials
2.4%$21.0M
Materials
0.7%$6.0M
Utilities
0.7%$5.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CHEVRON CORP NEWCVX219,858$33.5M5.10%
2ISHARES TR464287242276,655$30.5M4.64%
3VANGUARD SCOTTSDALE FDS92206C813398,650$30.2M4.60%
4ISHARES TR464287432320,946$28.0M4.25%
5GOLDMAN SACHS ETF TRNVGLF649,776$27.9M4.24%
6BLACKROCK ETF TRUSTBLK452,161$27.5M4.18%
7INVESCO EXCH TRADED FD TR IIIVZ223,586$26.7M4.06%
8T ROWE PRICE ETF INC87283Q883483,518$24.9M3.78%
9ISHARES TR464289511476,471$24.0M3.66%
10LEGG MASON ETF INVT52468L505595,158$21.9M3.33%
11ISHARES TR46432F33995,210$18.9M2.88%
12ISHARES TR464288687575,043$17.8M2.71%
13INVESCO EXCH TRADED FD TR IIIVZ319,537$17.8M2.70%
14VANECK ETF TRUST92189H300637,239$16.5M2.50%
15JANUS DETROIT STR TR47103U852350,856$16.0M2.44%
16LAM RESEARCH CORPLRCX85,222$14.6M2.22%
17SIMPLIFY EXCHANGE TRADED FUN82889N830647,232$14.4M2.19%
18SIMPLIFY EXCHANGE TRADED FUN82889N657640,356$14.0M2.13%
19SELECT SECTOR SPDR TR81369Y20984,067$13.0M1.98%
20VANGUARD WHITEHALL FDS92194640690,603$13.0M1.98%