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Insight Wealth Strategies, LLC
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,011,014,046
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM · 46138E339 · shares: $37,442,999
- LEGG MASON ETF INVT · FRANKLIN INTL LW · 52468L505 · shares: $36,929,053
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $33,726,078
- CHEVRON CORPORATION · COM · 166764100 · shares: $33,073,181
- VANGUARD SCOTTSDALE FDS · LG-TERM COR BD · 92206C813 · shares: $30,540,297
- PGIM ETF TR · AAA CLO ETF · 69344A834 · shares: $29,550,136
- ISHARES TR · MSCI US GARP ETF · 46436E403 · shares: $29,419,742
- VANECK ETF TRUST · IG FLOA RATE ETF · 92189F486 · shares: $29,142,585
- ISHARES TR · MSCI USA VALUE · 46432F388 · shares: $27,430,293
- ISHARES TR · 20 YR TR BD ETF · 464287432 · shares: $25,685,065
Reported holdings
194 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 247,018 shares | $37,442,999 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | — | 885,376 shares | $36,929,053 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 486,949 shares | $33,726,078 |
| CHEVRON CORPORATION | COM | 166764100 | — | 161,957 shares | $33,073,181 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | — | 445,844 shares | $30,540,297 |
| PGIM ETF TR | AAA CLO ETF | 69344A834 | — | 576,138 shares | $29,550,136 |
| ISHARES TR | MSCI US GARP ETF | 46436E403 | — | 345,059 shares | $29,419,742 |
| VANECK ETF TRUST | IG FLOA RATE ETF | 92189F486 | — | 1,138,827 shares | $29,142,585 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 138,537 shares | $27,430,293 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 330,227 shares | $25,685,065 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | — | 309,237 shares | $22,886,596 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 626,335 shares | $22,372,681 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 387,160 shares | $20,809,846 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 61,398 shares | $20,169,772 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | — | 761,713 shares | $19,705,515 |
| T ROWE PRICE EXCHANGE-TRADED | FLOATING RATE | 87283Q883 | — | 383,452 shares | $19,364,346 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 397,559 shares | $17,655,611 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 | — | 384,496 shares | $17,556,086 |
| APPLE INC | COM | 037833100 | — | 47,432 shares | $15,795,858 |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | — | 255,416 shares | $15,590,583 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 126,132 shares | $14,854,573 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 66,724 shares | $13,061,213 |
| TIDAL TRUST I | UNLIMITED HFGM | 886364363 | — | 388,918 shares | $12,189,651 |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | 82889N830 | — | 566,973 shares | $11,435,855 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 107,147 shares | $11,409,013 |
| ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 00775Y645 | — | 252,888 shares | $10,540,375 |
| MICROSOFT CORP | COM | 594918104 | — | 19,681 shares | $10,094,506 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 116,932 shares | $9,490,209 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 9,937 shares | $9,165,208 |
| KLA CORP | COM NEW | 482480100 | — | 44,707 shares | $8,714,639 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 38,063 shares | $8,692,900 |
| GLOBAL X FDS | CYBRSCURTY ETF | 37954Y384 | — | 184,479 shares | $8,519,240 |
| FORTINET INC | COM | 34959E109 | — | 44,762 shares | $8,001,655 |
| NETAPP INC | COM | 64110D104 | — | 37,957 shares | $7,974,012 |
| MERCK & CO INC | COM | 58933Y105 | — | 54,318 shares | $7,892,909 |
| BIOGEN INC | COM | 09062X103 | — | 34,161 shares | $7,716,287 |
| INCYTE CORP | COM | 45337C102 | — | 63,207 shares | $7,670,169 |
| AMAZON COM INC | COM | 023135106 | — | 30,014 shares | $7,478,100 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 83,399 shares | $7,388,338 |
| CENCORA INC | COM | 03073E105 | — | 24,223 shares | $7,272,819 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 16,275 shares | $7,258,101 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 20,460 shares | $7,039,730 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 149,247 shares | $6,871,331 |
| COMFORT SYS USA INC | COM | 199908104 | — | 4,074 shares | $6,738,498 |
| WW GRAINGER INC | COM | 384802104 | — | 5,396 shares | $6,722,405 |
| ILLUMINA INC | COM | 452327109 | — | 24,488 shares | $6,701,876 |
| TERADYNE INC | COM | 880770102 | — | 16,658 shares | $6,678,232 |
| CENTURY ALUM CO | COM | 156431108 | — | 185,329 shares | $6,668,137 |
| BROADCOM INC | COM | 11135F101 | — | 18,789 shares | $6,598,384 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 8,617 shares | $6,533,717 |
| CDW CORP | COM | 12514G108 | — | 50,391 shares | $6,458,157 |
| POPULAR INC | COM NEW | 733174700 | — | 41,514 shares | $6,453,351 |
| QUALCOMM INC | COM | 747525103 | — | 35,045 shares | $6,449,637 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 55,706 shares | $6,417,367 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 24,974 shares | $6,343,953 |
| LYFT INC | CL A COM | 55087P104 | — | 414,655 shares | $6,223,972 |
| HOME DEPOT INC | COM | 437076102 | — | 21,838 shares | $6,212,663 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 22,969 shares | $6,134,301 |
| CENTENE CORP DEL | COM | 15135B101 | — | 98,531 shares | $6,120,746 |
| ZIFF DAVIS INC | COM | 48123V102 | — | 102,570 shares | $5,814,693 |
| FLEX LTD | ORD | Y2573F102 | — | 52,016 shares | $5,721,240 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 96,677 shares | $5,692,342 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 103,189 shares | $5,665,051 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 9,142 shares | $5,592,710 |
| ARROW ELECTRS INC | COM | 042735100 | — | 23,302 shares | $5,289,554 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 37,565 shares | $5,146,453 |
| ASTRANA HEALTH INC | COM NEW | 03763A207 | — | 139,664 shares | $4,967,848 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 6,470 shares | $4,934,331 |
| PINTEREST INC | CL A | 72352L106 | — | 259,441 shares | $4,900,840 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 158,936 shares | $4,688,609 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 88,899 shares | $4,538,293 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 44,217 shares | $4,518,097 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 93,720 shares | $4,501,360 |
| PAGAYA TECHNOLOGIES LTD | CL A NEW | M7S64L123 | — | 256,154 shares | $4,436,587 |
| ISHARES TR | MBS ETF | 464288588 | — | 49,492 shares | $4,435,464 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 43,626 shares | $4,410,596 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 12,828 shares | $4,371,052 |
| VSE CORP | COM | 918284100 | — | 26,100 shares | $4,298,670 |
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | — | 51,199 shares | $4,150,191 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 86,913 shares | $4,116,212 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 12,007 shares | $3,972,301 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 42,035 shares | $3,590,672 |
| BLUE BIRD CORP | COM | 095306106 | — | 64,335 shares | $3,570,593 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 15,258 shares | $3,394,806 |
| LIQUIDIA CORPORATION | COM NEW | 53635D202 | — | 107,389 shares | $3,249,591 |
| OLD REP INTL CORP | COM | 680223104 | — | 86,825 shares | $3,239,451 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 36,078 shares | $3,222,105 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | — | 59,663 shares | $2,734,942 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 14,327 shares | $2,331,666 |
| WISDOMTREE TR | US EFFIC CORE FD | 97717Y790 | — | 38,901 shares | $2,273,760 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,923 shares | $2,161,989 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 17,819 shares | $1,736,267 |
| PACER FDS TR | SWAN SOS MOD JAN | 69374H550 | — | 46,716 shares | $1,643,002 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,101 shares | $1,609,296 |
| EA SERIES TRUST | RELA SEN TAC ETF | 02072L813 | — | 36,001 shares | $1,604,435 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 5,004 shares | $1,587,822 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 52,868 shares | $1,578,638 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 6,637 shares | $1,475,028 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | — | 28,905 shares | $1,383,410 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 12,572 shares | $1,306,073 |