Insight Wealth Strategies, LLC Q4 2025 Filing
Filed January 2, 2026
Portfolio Value
$872.1M
Holdings
171
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVXCHEVRON CORP NEW | 219,858 | $33.5M | 3.84% | |
| 2 | LQDISHARES TR | 276,655 | $30.5M | 3.50% | |
| 3 | VCLTVANGUARD SCOTTSDALE FDS | 398,650 | $30.2M | 3.47% | |
| 4 | TLTISHARES TR | 320,946 | $28.0M | 3.21% | |
| 5 | GSIEGOLDMAN SACHS ETF TR | 649,776 | $27.9M | 3.20% | |
| 6 | DYNFBLACKROCK ETF TRUST | 452,161 | $27.5M | 3.15% | |
| 7 | KLMNINVESCO EXCH TRADED FD TR II | 223,586 | $26.7M | 3.06% | |
| 8 | TFLRT ROWE PRICE ETF INC | 483,518 | $24.9M | 2.85% | |
| 9 | IGLBISHARES TR | 476,471 | $24.0M | 2.76% | |
| 10 | LVHILEGG MASON ETF INVT | 595,158 | $21.9M | 2.51% | |
| 11 | QUALISHARES TR | 95,210 | $18.9M | 2.17% | |
| 12 | PFFISHARES TR | 575,043 | $17.8M | 2.04% | |
| 13 | IDMOINVESCO EXCH TRADED FD TR II | 319,537 | $17.8M | 2.04% | |
| 14 | EMLCVANECK ETF TRUST | 637,239 | $16.5M | 1.89% | |
| 15 | JMBSJANUS DETROIT STR TR | 350,856 | $16.0M | 1.84% | |
| 16 | LRCXLAM RESEARCH CORP | 85,222 | $14.6M | 1.67% | |
| 17 | CDXSIMPLIFY EXCHANGE TRADED FUN | 647,232 | $14.4M | 1.65% | |
| 18 | TUASIMPLIFY EXCHANGE TRADED FUN | 640,356 | $14.0M | 1.61% | |
| 19 | XLVSELECT SECTOR SPDR TR | 84,067 | $13.0M | 1.49% | |
| 20 | VYMVANGUARD WHITEHALL FDS | 90,603 | $13.0M | 1.49% | |
| 21 | XLCSELECT SECTOR SPDR TR | 108,862 | $12.8M | 1.47% | |
| 22 | AVUVAMERICAN CENTY ETF TR | 124,779 | $12.7M | 1.46% | |
| 23 | XMMOINVESCO EXCHANGE TRADED FD T | 91,059 | $12.6M | 1.45% | |
| 24 | AAPLAPPLE INC | 45,601 | $12.4M | 1.42% | |
| 25 | USMVISHARES TR | 129,626 | $12.2M | 1.40% | |
| 26 | BKGIBNY MELLON ETF TRUST | 263,394 | $10.6M | 1.22% | |
| 27 | SAMTADVISORS INNER CIRCLE FD III | 246,420 | $9.5M | 1.09% | |
| 28 | XLKSELECT SECTOR SPDR TR | 59,791 | $8.6M | 0.99% | |
| 29 | AXPAMERICAN EXPRESS CO | 22,321 | $8.3M | 0.95% | |
| 30 | HEZUISHARES TR | 182,293 | $8.0M | 0.91% | |
| 31 | MSFTMICROSOFT CORP | 16,139 | $7.8M | 0.89% | |
| 32 | IEMGISHARES INC | 114,988 | $7.7M | 0.89% | |
| 33 | STXSEAGATE TECHNOLOGY HLDNGS PL | 25,378 | $7.0M | 0.80% | |
| 34 | KLACKLA CORP | 5,565 | $6.8M | 0.78% | |
| 35 | GOOGLALPHABET INC | 20,850 | $6.5M | 0.75% | |
| 36 | AMZNAMAZON COM INC | 27,957 | $6.5M | 0.74% | |
| 37 | MRKMERCK & CO INC | 60,103 | $6.3M | 0.73% | |
| 38 | CENXCENTURY ALUM CO | 154,066 | $6.0M | 0.69% | |
| 39 | ABGCENCORA INC | 17,472 | $5.9M | 0.68% | |
| 40 | REGNREGENERON PHARMACEUTICALS | 7,496 | $5.8M | 0.66% | |
| 41 | CEGCONSTELLATION ENERGY CORP | 15,724 | $5.6M | 0.64% | |
| 42 | NVDANVIDIA CORPORATION | 29,537 | $5.5M | 0.63% | |
| 43 | AVGOBROADCOM INC | 15,845 | $5.5M | 0.63% | |
| 44 | MCOMOODYS CORP | 10,475 | $5.3M | 0.61% | |
| 45 | FIXCOMFORT SYS USA INC | 5,622 | $5.2M | 0.60% | |
| 46 | BIIBBIOGEN INC | 28,960 | $5.1M | 0.58% | |
| 47 | GWWGRAINGER W W INC | 5,045 | $5.1M | 0.58% | |
| 48 | SWKSTANLEY BLACK & DECKER INC | 67,795 | $5.0M | 0.58% | |
| 49 | CNCCENTENE CORP DEL | 121,559 | $5.0M | 0.57% | |
| 50 | BKRBAKER HUGHES COMPANY | 109,208 | $5.0M | 0.57% | |
| 51 | LDOSLEIDOS HOLDINGS INC | 27,175 | $4.9M | 0.56% | |
| 52 | LQDALIQUIDIA CORPORATION | 141,818 | $4.9M | 0.56% | |
| 53 | ACNACCENTURE PLC IRELAND | 18,175 | $4.9M | 0.56% | |
| 54 | QCOMQUALCOMM INC | 28,481 | $4.9M | 0.56% | |
| 55 | WFRDWEATHERFORD INTL PLC | 61,690 | $4.8M | 0.55% | |
| 56 | PLTRPALANTIR TECHNOLOGIES INC | 27,082 | $4.8M | 0.55% | |
| 57 | ABTABBOTT LABS | 37,930 | $4.8M | 0.54% | |
| 58 | MCKMCKESSON CORP | 5,751 | $4.7M | 0.54% | |
| 59 | VRSKVERISK ANALYTICS INC | 20,901 | $4.7M | 0.54% | |
| 60 | DOCNDIGITALOCEAN HLDGS INC | 95,754 | $4.6M | 0.53% | |
| 61 | HDHOME DEPOT INC | 13,237 | $4.6M | 0.52% | |
| 62 | SPYSPDR S&P 500 ETF TR | 6,667 | $4.5M | 0.52% | |
| 63 | IDXXIDEXX LABS INC | 6,721 | $4.5M | 0.52% | |
| 64 | ADPAUTOMATIC DATA PROCESSING IN | 17,459 | $4.5M | 0.51% | |
| 65 | FTNTFORTINET INC | 56,127 | $4.5M | 0.51% | |
| 66 | VISNCOMMSCOPE HLDG CO INC | 243,561 | $4.4M | 0.51% | |
| 67 | MSIMOTOROLA SOLUTIONS INC | 11,253 | $4.3M | 0.49% | |
| 68 | XYZBLOCK INC | 65,930 | $4.3M | 0.49% | |
| 69 | BAHBOOZ ALLEN HAMILTON HLDG COR | 49,937 | $4.2M | 0.48% | |
| 70 | INTUINTUIT | 6,355 | $4.2M | 0.48% | |
| 71 | CDWCDW CORP | 30,622 | $4.2M | 0.48% | |
| 72 | FLOTISHARES TR | 79,574 | $4.0M | 0.46% | |
| 73 | MUBISHARES TR | 37,269 | $4.0M | 0.46% | |
| 74 | AMDADVANCED MICRO DEVICES INC | 18,626 | $4.0M | 0.46% | |
| 75 | MBBISHARES TR | 41,617 | $4.0M | 0.45% | |
| 76 | GOOGALPHABET INC | 12,335 | $3.9M | 0.44% | |
| 77 | CITCINTAS CORP | 19,409 | $3.6M | 0.42% | |
| 78 | VTEBVANGUARD MUN BD FDS | 71,772 | $3.6M | 0.41% | |
| 79 | XPROEXPRO GROUP HOLDINGS NV | 267,478 | $3.6M | 0.41% | |
| 80 | ASTHASTRANA HEALTH INC | 141,641 | $3.5M | 0.40% | |
| 81 | JPMJPMORGAN CHASE & CO. | 10,852 | $3.5M | 0.40% | |
| 82 | HYDVANECK ETF TRUST | 67,382 | $3.4M | 0.39% | |
| 83 | KRKROGER CO | 54,550 | $3.4M | 0.39% | |
| 84 | CAHCARDINAL HEALTH INC | 16,312 | $3.4M | 0.38% | |
| 85 | BLBDBLUE BIRD CORP | 66,044 | $3.1M | 0.36% | |
| 86 | IEFISHARES TR | 31,650 | $3.0M | 0.35% | |
| 87 | ORIOLD REP INTL CORP | 62,076 | $2.8M | 0.32% | |
| 88 | IBKRINTERACTIVE BROKERS GROUP IN | 43,305 | $2.8M | 0.32% | |
| 89 | WMWASTE MGMT INC DEL | 12,549 | $2.8M | 0.32% | |
| 90 | HIGHARTFORD INSURANCE GROUP INC | 19,861 | $2.7M | 0.31% | |
| 91 | EMBISHARES TR | 27,698 | $2.7M | 0.31% | |
| 92 | NDQINVESCO QQQ TR | 4,265 | $2.6M | 0.30% | |
| 93 | JNKSPDR SERIES TRUST | 26,583 | $2.6M | 0.30% | |
| 94 | WMTWALMART INC | 19,154 | $2.1M | 0.24% | |
| 95 | XOMEXXON MOBIL CORP | 17,432 | $2.1M | 0.24% | |
| 96 | NTSXWISDOMTREE TR | 36,578 | $2.0M | 0.23% | |
| 97 | MTUMISHARES TR | 5,693 | $1.4M | 0.16% | |
| 98 | FLBLFRANKLIN TEMPLETON ETF TR | 56,107 | $1.3M | 0.15% | |
| 99 | FMBFIRST TR EXCH TRADED FD III | 24,784 | $1.3M | 0.15% | |
| 100 | EFAISHARES TR | 13,063 | $1.3M | 0.14% |
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