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 |
|---|---|---|---|---|---|
| 101 | TSLATESLA INC | 2,712 | $1.2M | 0.14% | |
| 102 | IVVISHARES TR | 1,734 | $1.2M | 0.14% | |
| 103 | HFGMTIDAL TRUST I | 36,961 | $1.1M | 0.12% | |
| 104 | CTASIMPLIFY EXCHANGE TRADED FUN | 38,296 | $1.0M | 0.12% | |
| 105 | CWBSPDR SERIES TRUST | 11,501 | $1.0M | 0.12% | |
| 106 | FBNDFIDELITY MERRIMACK STR TR | 21,404 | $985K | 0.11% | |
| 107 | IUSGISHARES TR | 5,745 | $964K | 0.11% | |
| 108 | PAAAPGIM ETF TR | 18,791 | $963K | 0.11% | |
| 109 | IVVWISHARES TR | 20,081 | $914K | 0.10% | |
| 110 | METAMETA PLATFORMS INC | 1,337 | $882K | 0.10% | |
| 111 | TJXTJX COS INC NEW | 5,635 | $865K | 0.10% | |
| 112 | CAIECALAMOS ETF TR | 31,480 | $841K | 0.10% | |
| 113 | DGROISHARES TR | 11,946 | $829K | 0.10% | |
| 114 | HYMBSPDR SERIES TRUST | 29,508 | $735K | 0.08% | |
| 115 | VVISA INC | 2,057 | $721K | 0.08% | |
| 116 | GLTRABRDN PRECIOUS METALS BASKET | 3,504 | $720K | 0.08% | |
| 117 | VOOVANGUARD INDEX FDS | 1,129 | $708K | 0.08% | |
| 118 | PSMDPACER FDS TR | 20,287 | $658K | 0.08% | |
| 119 | IJRISHARES TR | 5,436 | $653K | 0.07% | |
| 120 | VIGIVANGUARD WHITEHALL FDS | 7,083 | $647K | 0.07% | |
| 121 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,174 | $589K | 0.07% | |
| 122 | IWFISHARES TR | 1,142 | $540K | 0.06% | |
| 123 | VIGVANGUARD SPECIALIZED FUNDS | 2,442 | $536K | 0.06% | |
| 124 | NFLXNETFLIX INC | 5,648 | $529K | 0.06% | |
| 125 | IVWISHARES TR | 4,146 | $511K | 0.06% | |
| 126 | EFAVISHARES TR | 5,766 | $497K | 0.06% | |
| 127 | TRGPTARGA RES CORP | 2,513 | $463K | 0.05% | |
| 128 | IQLTISHARES TR | 9,941 | $451K | 0.05% | |
| 129 | AQLTISHARES TR | 3,133 | $442K | 0.05% | |
| 130 | IAGGISHARES TR | 7,973 | $398K | 0.05% | |
| 131 | WECWEC ENERGY GROUP INC | 3,744 | $394K | 0.05% | |
| 132 | IWMISHARES TR | 1,545 | $380K | 0.04% | |
| 133 | LCTUBLACKROCK ETF TRUST | 5,085 | $376K | 0.04% | |
| 134 | GEGE AEROSPACE | 1,213 | $373K | 0.04% | |
| 135 | EUHYISHARES INC | 6,947 | $370K | 0.04% | |
| 136 | PICBINVESCO EXCH TRADED FD TR II | 15,249 | $364K | 0.04% | |
| 137 | JAAAJANUS DETROIT STR TR | 6,836 | $345K | 0.04% | |
| 138 | BACBANK AMERICA CORP | 6,265 | $344K | 0.04% | |
| 139 | SMHVANECK ETF TRUST | 935 | $336K | 0.04% | |
| 140 | FTHIFIRST TR EXCHANGE TRADED FD | 13,754 | $324K | 0.04% | |
| 141 | SPYGSPDR SERIES TRUST | 2,893 | $308K | 0.04% | |
| 142 | PEPPEPSICO INC | 2,131 | $305K | 0.03% | |
| 143 | IPKWINVESCO EXCH TRADED FD TR II | 5,502 | $305K | 0.03% | |
| 144 | GQ9SPDR GOLD TR | 764 | $302K | 0.03% | |
| 145 | FLJPFRANKLIN TEMPLETON ETF TR | 8,754 | $301K | 0.03% | |
| 146 | LOWLOWES COS INC | 1,251 | $301K | 0.03% | |
| 147 | MLIMUELLER INDS INC | 2,513 | $288K | 0.03% | |
| 148 | IESCIES HLDGS INC | 739 | $287K | 0.03% | |
| 149 | VEAVANGUARD TAX-MANAGED FDS | 4,548 | $284K | 0.03% | |
| 150 | FDNFIRST TR EXCHANGE-TRADED FD | 1,034 | $278K | 0.03% | |
| 151 | AQLTISHARES TR | 3,009 | $269K | 0.03% | |
| 152 | CLOZSERIES PORTFOLIOS TR | 10,091 | $267K | 0.03% | |
| 153 | NEARISHARES U S ETF TR | 5,150 | $263K | 0.03% | |
| 154 | VTIVANGUARD INDEX FDS | 783 | $262K | 0.03% | |
| 155 | VMOINVESCO MUN OPPORTUNITY TR | 27,479 | $262K | 0.03% | |
| 156 | DWMFWISDOMTREE TR | 8,035 | $261K | 0.03% | |
| 157 | LLYELI LILLY & CO | 242 | $260K | 0.03% | |
| 158 | SCHGSCHWAB STRATEGIC TR | 7,894 | $257K | 0.03% | |
| 159 | SHYMBLACKROCK ETF TRUST II | 11,558 | $256K | 0.03% | |
| 160 | BUWABIO RAD LABS INC | 839 | $254K | 0.03% | |
| 161 | DSIISHARES TR | 1,952 | $251K | 0.03% | |
| 162 | KOCOCA COLA CO | 3,584 | $250K | 0.03% | |
| 163 | IWDISHARES TR | 1,105 | $232K | 0.03% | |
| 164 | XLFSELECT SECTOR SPDR TR | 4,243 | $232K | 0.03% | |
| 165 | OIAINVESCO MUNI INCOME OPP TRST | 38,720 | $232K | 0.03% | |
| 166 | LNGCHENIERE ENERGY INC | 1,182 | $229K | 0.03% | |
| 167 | USXFISHARES TR | 3,668 | $211K | 0.02% | |
| 168 | VLUEISHARES TR | 1,482 | $202K | 0.02% | |
| 169 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 13,785 | $160K | 0.02% | |
| 170 | PAYOPAYONEER GLOBAL INC | 19,348 | $108K | 0.01% | |
| 171 | RELLRICHARDSON ELECTRS LTD | 10,000 | $108K | 0.01% |
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