Holders — by stockHoldings — by fund
Insight Wealth Strategies, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001749914
$1.02B
disclosed book value
182
positions
3.3%
largest position share
Positions, as of 2026-06-30
top 100 of 182 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PAAAPGIM ETF TR | 655,982 | $33.6M | 3.3% |
| 2 | SPMOINVESCO EXCH TRADED FD TR II | 215,430 | $33.5M | 3.3% |
| 3 | DYNFBLACKROCK ETF TRUST | 489,757 | $33.1M | 3.2% |
| 4 | VCLTVANGUARD SCOTTSDALE FDS | 420,326 | $31.4M | 3.1% |
| 5 | VLUEISHARES TR | 151,486 | $29.6M | 2.9% |
| 6 | CVXCHEVRON CORPORATION | 171,403 | $28.4M | 2.8% |
| 7 | FLTRVANECK ETF TRUST | 1.1M | $28.2M | 2.8% |
| 8 | TFLRT ROWE PRICE EXCHANGE-TRADED | 557,681 | $28.1M | 2.7% |
| 9 | LVHILEGG MASON ETF INVT | 679,172 | $27.4M | 2.7% |
| 10 | TLTISHARES TR | 316,959 | $27.1M | 2.7% |
| 11 | LRCXLAM RESEARCH CORP | 60,806 | $23.8M | 2.3% |
| 12 | VPLSVANGUARD MALVERN FDS | 301,707 | $23.3M | 2.3% |
| 13 | IDMOINVESCO EXCH TRADED FD TR II | 385,732 | $23.1M | 2.3% |
| 14 | VRPINVESCO EXCH TRADED FD TR II | 930,732 | $22.7M | 2.2% |
| 15 | GARPISHARES TR | 255,947 | $20.9M | 2% |
| 16 | FNDFSCHWAB STRATEGIC TR | 383,655 | $20.0M | 2% |
| 17 | KRESPDR SERIES TRUST | 247,026 | $18.8M | 1.8% |
| 18 | STIPISHARES TR | 184,565 | $18.7M | 1.8% |
| 19 | IEMGISHARES INC | 212,673 | $17.1M | 1.7% |
| 20 | CDXSIMPLIFY EXCHANGE TRADED FUN | 764,328 | $16.0M | 1.6% |
| 21 | AVUVAMERICAN CENTY ETF TR | 126,289 | $15.7M | 1.5% |
| 22 | XMMOINVESCO EXCHANGE TRADED FD T | 93,115 | $15.5M | 1.5% |
| 23 | AAPLAPPLE INC | 47,318 | $13.9M | 1.4% |
| 24 | XLKSELECT SECTOR SPDR TR | 72,545 | $13.5M | 1.3% |
| 25 | IHEISHARES TR | 122,642 | $12.1M | 1.2% |
| 26 | SAMTADVISORS INNER CIRCLE FD III | 251,772 | $11.8M | 1.2% |
| 27 | KLACKLA CORP | 44,075 | $11.7M | 1.1% |
| 28 | HFGMTIDAL TRUST I | 376,670 | $11.4M | 1.1% |
| 29 | LQDALIQUIDIA CORPORATION | 124,067 | $9.8M | 1% |
| 30 | DOCNDIGITALOCEAN HLDGS INC | 63,882 | $9.2M | 0.9% |
| 31 | FTNTFORTINET INC | 58,043 | $9.2M | 0.9% |
| 32 | SEAGATE TECHNOLOGY HLDNGS PL | 9,799 | $9.0M | 0.9% |
| 33 | FIXCOMFORT SYS USA INC | 4,636 | $8.6M | 0.8% |
| 34 | SWKSTANLEY BLACK & DECKER INC | 84,301 | $7.7M | 0.8% |
| 35 | MSFTMICROSOFT CORP | 20,025 | $7.7M | 0.8% |
| 36 | HDHOME DEPOT INC | 21,512 | $7.5M | 0.7% |
| 37 | NVDANVIDIA CORPORATION | 37,918 | $7.5M | 0.7% |
| 38 | GOOGLALPHABET INC | 20,481 | $7.4M | 0.7% |
| 39 | AMZNAMAZON COM INC | 30,273 | $7.3M | 0.7% |
| 40 | BIIBBIOGEN INC | 34,320 | $7.2M | 0.7% |
| 41 | GWWWW GRAINGER INC | 5,341 | $7.1M | 0.7% |
| 42 | ASTHASTRANA HEALTH INC | 143,289 | $7.1M | 0.7% |
| 43 | INCYINCYTE CORP | 62,175 | $7.1M | 0.7% |
| 44 | CORCENCORA INC | 24,319 | $7.0M | 0.7% |
| 45 | APPAPPLOVIN CORP | 12,290 | $6.9M | 0.7% |
| 46 | BPOPPOPULAR INC | 41,032 | $6.9M | 0.7% |
| 47 | TERTERADYNE INC | 16,174 | $6.9M | 0.7% |
| 48 | CDWCDW CORP | 49,852 | $6.9M | 0.7% |
| 49 | MRKMERCK & CO INC | 54,323 | $6.8M | 0.7% |
| 50 | MSIMOTOROLA SOLUTIONS INC | 16,225 | $6.8M | 0.7% |
| 51 | AVGOBROADCOM INC | 18,394 | $6.8M | 0.7% |
| 52 | CNCCENTENE CORP DEL | 98,403 | $6.7M | 0.7% |
| 53 | RNGRINGCENTRAL INC | 161,892 | $6.6M | 0.6% |
| 54 | HIIHUNTINGTON INGALLS INDS INC | 22,484 | $6.3M | 0.6% |
| 55 | CENXCENTURY ALUM CO | 143,472 | $6.2M | 0.6% |
| 56 | UCTTULTRA CLEAN HLDGS INC | 47,463 | $6.2M | 0.6% |
| 57 | ILMNILLUMINA INC | 32,967 | $6.1M | 0.6% |
| 58 | BWXTBWX TECHNOLOGIES INC | 31,104 | $5.9M | 0.6% |
| 59 | CFCF INDUSTRIES HOLD | 54,832 | $5.9M | 0.6% |
| 60 | DVNDEVON ENERGY CORP NEW | 146,318 | $5.9M | 0.6% |
| 61 | NTAPNETAPP INC | 37,378 | $5.8M | 0.6% |
| 62 | CEGCONSTELLATION ENERGY CORP | 24,665 | $5.8M | 0.6% |
| 63 | KNKNOWLES CORP | 143,628 | $5.8M | 0.6% |
| 64 | QCOMQUALCOMM INC | 30,094 | $5.5M | 0.5% |
| 65 | REGNREGENERON PHARMACEUTICALS | 8,734 | $5.5M | 0.5% |
| 66 | BKRBAKER HUGHES COMPANY | 100,692 | $5.4M | 0.5% |
| 67 | WEATHERFORD INTL PLC | 64,018 | $5.1M | 0.5% |
| 68 | BLBDBLUE BIRD CORP | 63,350 | $4.9M | 0.5% |
| 69 | AMDADVANCED MICRO DEVICES INC | 9,102 | $4.9M | 0.5% |
| 70 | ARWARROW ELECTRS INC | 22,863 | $4.8M | 0.5% |
| 71 | SPYSTATE STR SPDR S&P 500 ETF T | 6,414 | $4.8M | 0.5% |
| 72 | LQDISHARES TR | 43,566 | $4.7M | 0.5% |
| 73 | HYDVANECK ETF TRUST | 91,745 | $4.7M | 0.5% |
| 74 | PFFISHARES TR | 154,475 | $4.7M | 0.5% |
| 75 | GOOGALPHABET INC | 12,674 | $4.5M | 0.4% |
| 76 | MUBISHARES TR | 42,067 | $4.5M | 0.4% |
| 77 | MBBISHARES TR | 47,915 | $4.5M | 0.4% |
| 78 | LDOSLEIDOS HOLDINGS INC | 42,747 | $4.4M | 0.4% |
| 79 | FLOTISHARES TR | 86,307 | $4.4M | 0.4% |
| 80 | FLEX LTD | 28,141 | $4.3M | 0.4% |
| 81 | VTEBVANGUARD MUN BD FDS | 84,138 | $4.2M | 0.4% |
| 82 | JPMJPMORGAN CHASE & CO | 11,874 | $4.0M | 0.4% |
| 83 | IBKRINTERACTIVE BROKERS GROUP IN | 42,061 | $3.9M | 0.4% |
| 84 | CAHCARDINAL HEALTH INC | 15,073 | $3.6M | 0.4% |
| 85 | ORIOLD REP INTL CORP | 85,627 | $3.5M | 0.3% |
| 86 | IEFISHARES TR | 35,047 | $3.3M | 0.3% |
| 87 | GSIEGOLDMAN SACHS ETF TR | 62,310 | $2.8M | 0.3% |
| 88 | QQQINVESCO QQQ TR | 3,707 | $2.7M | 0.3% |
| 89 | NTSXWISDOMTREE TR | 39,051 | $2.3M | 0.2% |
| 90 | EXMOCEXXON MOBIL CORP | 14,203 | $1.9M | 0.2% |
| 91 | IVVISHARES TR | 2,381 | $1.8M | 0.2% |
| 92 | USMVISHARES TR | 17,885 | $1.7M | 0.2% |
| 93 | MTUMISHARES TR | 4,997 | $1.6M | 0.2% |
| 94 | QUALISHARES TR | 7,146 | $1.6M | 0.2% |
| 95 | BKGIBNY MELLON ETF TRUST | 33,161 | $1.5M | 0.1% |
| 96 | FMBFIRST TR EXCH TRADED FD III | 27,942 | $1.4M | 0.1% |
| 97 | EFAISHARES TR | 13,883 | $1.4M | 0.1% |
| 98 | CAIECALAMOS ETF TR | 51,940 | $1.4M | 0.1% |
| 99 | MOODEA SERIES TRUST | 32,079 | $1.4M | 0.1% |
| 100 | PSMDPACER FDS TR | 40,170 | $1.4M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.