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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) |
|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | — | 53,059 shares | $1,220,365 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | 38149W622 | — | 21,749 shares | $1,214,261 |
| CALAMOS ETF TR | AUTOC INCOM ETF | 12811T571 | — | 44,438 shares | $1,182,937 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 11,566 shares | $1,170,252 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 23,920 shares | $1,035,743 |
| TESLA INC | COM | 88160R101 | — | 2,794 shares | $991,339 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 4,892 shares | $947,895 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,871 shares | $911,123 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 11,907 shares | $897,692 |
| WISDOMTREE TR | INFLA PLUS FD | 97717Y352 | — | 22,573 shares | $836,101 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,139 shares | $826,179 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 5,619 shares | $824,639 |
| VISA INC | COM CL A | 92826C839 | — | 2,253 shares | $809,605 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,133 shares | $794,036 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 | — | 18,200 shares | $763,107 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | — | 3,908 shares | $727,974 |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | 78433H501 | — | 14,313 shares | $711,509 |
| TARGA RES CORP | COM | 87612G101 | — | 2,552 shares | $689,754 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 29,161 shares | $684,399 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 4,644 shares | $631,798 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 4,985 shares | $624,481 |
| TJX COS INC NEW | COM | 872540109 | — | 4,608 shares | $609,626 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,194 shares | $594,552 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 4,157 shares | $591,350 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | — | 19,732 shares | $569,084 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 5,438 shares | $513,488 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 3,173 shares | $482,497 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 781 shares | $475,455 |
| IES HOLDINGS INC | COM | 44951W106 | — | 1,478 shares | $474,556 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 3,280 shares | $437,519 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,379 shares | $430,781 |
| RINGCENTRAL INC | CL A | 76680R206 | — | 5,750 shares | $429,559 |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | — | 7,326 shares | $424,778 |
| BLACKROCK ETF TRUST | ISHA US AWAR ETF | 09290C509 | — | 5,185 shares | $423,451 |
| NETFLIX INC. | COM | 64110L106 | — | 6,026 shares | $419,289 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,081 shares | $411,798 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 7,992 shares | $393,211 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 9,355 shares | $385,895 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 4,180 shares | $380,909 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,450 shares | $380,194 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 994 shares | $372,065 |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | 35473P744 | — | 8,754 shares | $362,416 |
| ISHARES TR | INTL TREA BD ETF | 464288117 | — | 8,772 shares | $348,874 |
| ISHARES TR | U.S. PHARMA ETF | 464288836 | — | 3,461 shares | $347,911 |
| VANECK ETF TRUST | JP MRGAN EM LOC | 92189H300 | — | 13,963 shares | $346,710 |
| INVESCO EXCH TRADED FD TR II | INTL BUYBACK | 46138E644 | — | 5,841 shares | $346,430 |
| ISHARES INC | EURO HIGH YIELD | 464286210 | — | 6,608 shares | $345,173 |
| INVESCO EXCH TRADED FD TR II | INTL CORP BD | 46138E636 | — | 15,336 shares | $341,003 |
| WISDOMTREE TR | INTK MLTIFACTR | 97717Y774 | — | 10,258 shares | $340,431 |
| GE VERNOVA INC | COM | 36828A101 | — | 358 shares | $339,804 |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | 33738R308 | — | 14,256 shares | $336,288 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,209 shares | $336,075 |
| ELI LILLY & CO | COM | 532457108 | — | 290 shares | $335,553 |
| COCA COLA CO | COM | 191216100 | — | 3,896 shares | $335,332 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 3,267 shares | $329,291 |
| ISHARES TR | CUR HD EURZN ETF | 46434V639 | — | 6,780 shares | $328,429 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 6,621 shares | $327,519 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 3,246 shares | $326,799 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 1,408 shares | $326,203 |
| MCKESSON CORP | COM | 58155Q103 | — | 367 shares | $313,084 |
| MUELLER INDS INC | COM | 624756102 | — | 5,053 shares | $306,236 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 3,878 shares | $293,254 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 3,015 shares | $292,128 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 1,986 shares | $290,339 |
| BIO RAD LABS INC | CL A | 090572207 | — | 766 shares | $289,326 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 11,932 shares | $284,698 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 2,294 shares | $282,289 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 307 shares | $279,443 |
| ATI INC | COM | 01741R102 | — | 1,455 shares | $275,577 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 1,109 shares | $274,854 |
| SPDR SERIES TRUST | ST STR SP REGBNK | 78464A698 | — | 3,907 shares | $271,320 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 2,157 shares | $262,751 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 5,210 shares | $262,538 |
| CISCO SYS INC | COM | 17275R102 | — | 2,428 shares | $261,356 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 851 shares | $258,674 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,665 shares | $253,916 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 3,499 shares | $247,086 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 925 shares | $244,885 |
| INVESCO MUN OPPORTUNIT TR | COM | 46132C107 | — | 29,145 shares | $243,362 |
| SHELL PLC | SPON ADS | 780259305 | — | 2,549 shares | $242,300 |
| ISHARES TR | S&P 500 BUYW ETF | 46438G711 | — | 5,285 shares | $239,916 |
| WALMART INC | COM | 931142103 | — | 2,243 shares | $233,082 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 7,118 shares | $231,549 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 6,336 shares | $227,652 |
| CATERPILLAR INC | COM | 149123101 | — | 280 shares | $227,357 |
| INVESCO MUNI INCOME OPP TRST | COM | 46132X101 | — | 39,480 shares | $226,220 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 | — | 3,118 shares | $212,190 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 4,124 shares | $208,132 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 2,260 shares | $203,631 |
| TEXAS INSTRS INC | COM | 882508104 | — | 714 shares | $200,071 |
| RICHARDSON ELECTRS LTD | COM | 763165107 | — | 10,000 shares | $177,300 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 | — | 11,889 shares | $118,298 |
| BROADCOM INC | COM | 11135F101 | CALL | 200 shares | $70,238 |
| AMAZON COM INC | COM | 023135106 | CALL | 100 shares | $24,915 |