Insight Wealth Strategies, LLC Q3 2025 Filing
Filed October 6, 2025
Portfolio Value
$848.7M
Holdings
171
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FLBLFRANKLIN TEMPLETON ETF TR | 49,683 | $1.2M | 0.14% | |
| 102 | IVVISHARES TR | 1,654 | $1.1M | 0.13% | |
| 103 | EFAISHARES TR | 11,538 | $1.1M | 0.13% | |
| 104 | CWBSPDR SERIES TRUST | 11,458 | $1.0M | 0.12% | |
| 105 | PAAAPGIM ETF TR | 19,088 | $983K | 0.12% | |
| 106 | IUSGISHARES TR | 5,740 | $944K | 0.11% | |
| 107 | CTASIMPLIFY EXCHANGE TRADED FUN | 30,603 | $855K | 0.10% | |
| 108 | TJXTJX COS INC NEW | 5,742 | $829K | 0.10% | |
| 109 | DGROISHARES TR | 11,957 | $814K | 0.10% | |
| 110 | FBNDFIDELITY MERRIMACK STR TR | 17,535 | $810K | 0.10% | |
| 111 | NFLXNETFLIX INC | 662 | $793K | 0.09% | |
| 112 | IVVWISHARES TR | 16,335 | $760K | 0.09% | |
| 113 | HYMBSPDR SERIES TRUST | 29,301 | $730K | 0.09% | |
| 114 | IJRISHARES TR | 5,971 | $709K | 0.08% | |
| 115 | CAIECALAMOS ETF TR | 25,292 | $694K | 0.08% | |
| 116 | VOOVANGUARD INDEX FDS | 1,109 | $679K | 0.08% | |
| 117 | HFGMTIDAL TRUST I | 20,877 | $659K | 0.08% | |
| 118 | VVISA INC | 1,875 | $640K | 0.08% | |
| 119 | VIGIVANGUARD WHITEHALL FDS | 7,076 | $633K | 0.07% | |
| 120 | JAAAJANUS DETROIT STR TR | 11,650 | $591K | 0.07% | |
| 121 | GLTRABRDN PRECIOUS METALS BASKET | 3,524 | $583K | 0.07% | |
| 122 | IVWISHARES TR | 4,678 | $564K | 0.07% | |
| 123 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,111 | $558K | 0.07% | |
| 124 | IWFISHARES TR | 1,136 | $531K | 0.06% | |
| 125 | VIGVANGUARD SPECIALIZED FUNDS | 2,443 | $527K | 0.06% | |
| 126 | AQLTISHARES TR | 3,421 | $486K | 0.06% | |
| 127 | EFAVISHARES TR | 5,737 | $486K | 0.06% | |
| 128 | PSMDPACER FDS TR | 14,305 | $452K | 0.05% | |
| 129 | IQLTISHARES TR | 9,938 | $439K | 0.05% | |
| 130 | WECWEC ENERGY GROUP INC | 3,717 | $425K | 0.05% | |
| 131 | TRGPTARGA RES CORP | 2,496 | $418K | 0.05% | |
| 132 | FDNFIRST TR EXCHANGE-TRADED FD | 1,411 | $394K | 0.05% | |
| 133 | HNDLSTRATEGY SHS | 17,441 | $388K | 0.05% | |
| 134 | XLFSELECT SECTOR SPDR TR | 7,062 | $380K | 0.04% | |
| 135 | IAGGISHARES TR | 7,388 | $378K | 0.04% | |
| 136 | NEARISHARES U S ETF TR | 7,339 | $376K | 0.04% | |
| 137 | SPYGSPDR SERIES TRUST | 3,596 | $375K | 0.04% | |
| 138 | IWMISHARES TR | 1,540 | $372K | 0.04% | |
| 139 | LCTUBLACKROCK ETF TRUST | 5,112 | $370K | 0.04% | |
| 140 | EUHYISHARES INC | 6,384 | $355K | 0.04% | |
| 141 | PICBINVESCO EXCH TRADED FD TR II | 14,341 | $341K | 0.04% | |
| 142 | GEGE AEROSPACE | 1,135 | $341K | 0.04% | |
| 143 | FTHIFIRST TR EXCHANGE TRADED FD | 13,595 | $322K | 0.04% | |
| 144 | GQ9SPDR GOLD TR | 893 | $317K | 0.04% | |
| 145 | ACGLARCH CAP GROUP LTD | 3,367 | $305K | 0.04% | |
| 146 | SMHVANECK ETF TRUST | 932 | $304K | 0.04% | |
| 147 | IESCIES HLDGS INC | 739 | $293K | 0.03% | |
| 148 | VEAVANGUARD TAX-MANAGED FDS | 4,764 | $285K | 0.03% | |
| 149 | PEPPEPSICO INC | 2,028 | $284K | 0.03% | |
| 150 | MLIMUELLER INDS INC | 2,721 | $275K | 0.03% | |
| 151 | IPKWINVESCO EXCH TRADED FD TR II | 5,195 | $273K | 0.03% | |
| 152 | BACBANK AMERICA CORP | 5,248 | $270K | 0.03% | |
| 153 | CLOZSERIES PORTFOLIOS TR | 9,902 | $265K | 0.03% | |
| 154 | AQLTISHARES TR | 3,001 | $261K | 0.03% | |
| 155 | RGAREINSURANCE GRP OF AMERICA I | 1,354 | $260K | 0.03% | |
| 156 | VMOINVESCO MUN OPPORTUNITY TR | 26,949 | $260K | 0.03% | |
| 157 | VTIVANGUARD INDEX FDS | 781 | $256K | 0.03% | |
| 158 | SHYMBLACKROCK ETF TRUST II | 11,378 | $254K | 0.03% | |
| 159 | BUWABIO RAD LABS INC | 906 | $254K | 0.03% | |
| 160 | TXNTEXAS INSTRS INC | 1,385 | $254K | 0.03% | |
| 161 | SCHGSCHWAB STRATEGIC TR | 7,893 | $251K | 0.03% | |
| 162 | LOWLOWES COS INC | 986 | $247K | 0.03% | |
| 163 | DSIISHARES TR | 1,963 | $247K | 0.03% | |
| 164 | DWMFWISDOMTREE TR | 7,605 | $242K | 0.03% | |
| 165 | OIAINVESCO MUNI INCOME OPP TRST | 39,360 | $237K | 0.03% | |
| 166 | IWDISHARES TR | 1,104 | $224K | 0.03% | |
| 167 | KOCOCA COLA CO | 3,364 | $223K | 0.03% | |
| 168 | USXFISHARES TR | 3,677 | $210K | 0.02% | |
| 169 | XOPSPDR SERIES TRUST | 1,517 | $200K | 0.02% | |
| 170 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 13,465 | $153K | 0.02% | |
| 171 | RELLRICHARDSON ELECTRS LTD | 10,000 | $97K | 0.01% |
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