Insight Wealth Strategies, LLC Q3 2025 Filing
Filed October 6, 2025
Portfolio Value
$848.7B
Holdings
171
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVXCHEVRON CORP NEW | 218,809 | $34.0B | 4.00% | |
| 2 | VCLTVANGUARD SCOTTSDALE FDS | 390,926 | $30.4B | 3.58% | |
| 3 | PFFISHARES TR | 901,080 | $28.5B | 3.36% | |
| 4 | TLTISHARES TR | 314,160 | $28.1B | 3.31% | |
| 5 | KLMNINVESCO EXCH TRADED FD TR II | 219,768 | $26.6B | 3.13% | |
| 6 | DYNFBLACKROCK ETF TRUST | 444,312 | $26.3B | 3.10% | |
| 7 | GSIEGOLDMAN SACHS ETF TR | 637,569 | $26.2B | 3.09% | |
| 8 | IGLBISHARES TR | 460,559 | $23.7B | 2.80% | |
| 9 | TFLRT ROWE PRICE ETF INC | 457,209 | $23.5B | 2.77% | |
| 10 | HYDBISHARES TR | 481,910 | $23.1B | 2.72% | |
| 11 | LVHILEGG MASON ETF INVT | 586,010 | $20.4B | 2.40% | |
| 12 | DFIPDIMENSIONAL ETF TRUST | 449,081 | $19.0B | 2.23% | |
| 13 | QUALISHARES TR | 95,294 | $18.5B | 2.18% | |
| 14 | IDMOINVESCO EXCH TRADED FD TR II | 307,218 | $16.6B | 1.95% | |
| 15 | LRCXLAM RESEARCH CORP | 99,378 | $13.3B | 1.57% | |
| 16 | VYMVANGUARD WHITEHALL FDS | 89,792 | $12.7B | 1.49% | |
| 17 | XLCSELECT SECTOR SPDR TR | 106,494 | $12.6B | 1.49% | |
| 18 | AVUVAMERICAN CENTY ETF TR | 125,422 | $12.5B | 1.47% | |
| 19 | USMVISHARES TR | 128,838 | $12.3B | 1.44% | |
| 20 | XMMOINVESCO EXCHANGE TRADED FD T | 89,697 | $12.1B | 1.43% | |
| 21 | BKLNINVESCO EXCH TRADED FD TR II | 567,999 | $11.9B | 1.40% | |
| 22 | AAPLAPPLE INC | 46,562 | $11.9B | 1.40% | |
| 23 | CDXSIMPLIFY EXCHANGE TRADED FUN | 514,852 | $11.8B | 1.39% | |
| 24 | XLVSELECT SECTOR SPDR TR | 84,306 | $11.7B | 1.38% | |
| 25 | BKGIBNY MELLON ETF TRUST | 249,815 | $9.7B | 1.15% | |
| 26 | SAMTADVISORS INNER CIRCLE FD III | 243,384 | $9.1B | 1.07% | |
| 27 | XLKSELECT SECTOR SPDR TR | 29,277 | $8.3B | 0.97% | |
| 28 | MSFTMICROSOFT CORP | 15,772 | $8.2B | 0.96% | |
| 29 | HEZUISHARES TR | 181,357 | $7.6B | 0.90% | |
| 30 | AXPAMERICAN EXPRESS CO | 23,004 | $7.6B | 0.90% | |
| 31 | GOOGLALPHABET INC | 30,614 | $7.4B | 0.88% | |
| 32 | IEMGISHARES INC | 110,460 | $7.3B | 0.86% | |
| 33 | LQDISHARES TR | 61,526 | $6.9B | 0.81% | |
| 34 | PLTRPALANTIR TECHNOLOGIES INC | 35,614 | $6.5B | 0.77% | |
| 35 | FIXCOMFORT SYS USA INC | 7,788 | $6.4B | 0.76% | |
| 36 | AMZNAMAZON COM INC | 28,813 | $6.3B | 0.75% | |
| 37 | STXSEAGATE TECHNOLOGY HLDNGS PL | 26,358 | $6.2B | 0.73% | |
| 38 | KLACKLA CORP | 5,677 | $6.1B | 0.72% | |
| 39 | NVDANVIDIA CORPORATION | 32,528 | $6.1B | 0.72% | |
| 40 | IGOVISHARES TR | 138,631 | $5.9B | 0.70% | |
| 41 | LDOSLEIDOS HOLDINGS INC | 29,467 | $5.6B | 0.66% | |
| 42 | IDXXIDEXX LABS INC | 8,540 | $5.5B | 0.64% | |
| 43 | ABGCENCORA INC | 17,296 | $5.4B | 0.64% | |
| 44 | JEFJEFFERIES FINL GROUP INC | 81,769 | $5.3B | 0.63% | |
| 45 | METAMETA PLATFORMS INC | 7,145 | $5.2B | 0.62% | |
| 46 | BKRBAKER HUGHES COMPANY | 105,884 | $5.2B | 0.61% | |
| 47 | ORCLORACLE CORP | 18,290 | $5.1B | 0.61% | |
| 48 | HDHOME DEPOT INC | 12,642 | $5.1B | 0.60% | |
| 49 | ADPAUTOMATIC DATA PROCESSING IN | 17,272 | $5.1B | 0.60% | |
| 50 | AVGOBROADCOM INC | 15,276 | $5.0B | 0.59% | |
| 51 | CEGCONSTELLATION ENERGY CORP | 15,220 | $5.0B | 0.59% | |
| 52 | WFRDWEATHERFORD INTL PLC | 72,814 | $5.0B | 0.59% | |
| 53 | ABTABBOTT LABS | 36,673 | $4.9B | 0.58% | |
| 54 | MSIMOTOROLA SOLUTIONS INC | 10,732 | $4.9B | 0.58% | |
| 55 | BAHBOOZ ALLEN HAMILTON HLDG COR | 48,360 | $4.8B | 0.57% | |
| 56 | MRKMERCK & CO INC | 57,219 | $4.8B | 0.57% | |
| 57 | MCOMOODYS CORP | 10,059 | $4.8B | 0.56% | |
| 58 | SWKSTANLEY BLACK & DECKER INC | 64,249 | $4.8B | 0.56% | |
| 59 | MCKMCKESSON CORP | 6,175 | $4.8B | 0.56% | |
| 60 | QCOMQUALCOMM INC | 28,616 | $4.8B | 0.56% | |
| 61 | CDWCDW CORP | 29,795 | $4.7B | 0.56% | |
| 62 | GWWGRAINGER W W INC | 4,978 | $4.7B | 0.56% | |
| 63 | LNGCHENIERE ENERGY INC | 19,076 | $4.5B | 0.53% | |
| 64 | SPYSPDR S&P 500 ETF TR | 6,620 | $4.4B | 0.52% | |
| 65 | PCARPACCAR INC | 44,566 | $4.4B | 0.52% | |
| 66 | BLBDBLUE BIRD CORP | 75,589 | $4.4B | 0.51% | |
| 67 | XYZBLOCK INC | 58,643 | $4.2B | 0.50% | |
| 68 | INTUINTUIT | 6,092 | $4.2B | 0.49% | |
| 69 | REGNREGENERON PHARMACEUTICALS | 7,278 | $4.1B | 0.48% | |
| 70 | CITCINTAS CORP | 19,716 | $4.0B | 0.48% | |
| 71 | HYDVANECK ETF TRUST | 79,022 | $4.0B | 0.47% | |
| 72 | MBBISHARES TR | 41,244 | $3.9B | 0.46% | |
| 73 | MUBISHARES TR | 36,396 | $3.9B | 0.46% | |
| 74 | DTDYNATRACE INC | 79,424 | $3.8B | 0.45% | |
| 75 | PAYOPAYONEER GLOBAL INC | 633,213 | $3.8B | 0.45% | |
| 76 | FLOTISHARES TR | 74,738 | $3.8B | 0.45% | |
| 77 | FTNTFORTINET INC | 43,028 | $3.6B | 0.43% | |
| 78 | VTEBVANGUARD MUN BD FDS | 72,179 | $3.6B | 0.43% | |
| 79 | ACNACCENTURE PLC IRELAND | 14,526 | $3.6B | 0.42% | |
| 80 | VRSKVERISK ANALYTICS INC | 14,010 | $3.5B | 0.42% | |
| 81 | AMDADVANCED MICRO DEVICES INC | 21,674 | $3.5B | 0.41% | |
| 82 | GDDYGODADDY INC | 25,271 | $3.5B | 0.41% | |
| 83 | JPMJPMORGAN CHASE & CO. | 10,591 | $3.3B | 0.39% | |
| 84 | IEFISHARES TR | 32,796 | $3.2B | 0.37% | |
| 85 | IBKRINTERACTIVE BROKERS GROUP IN | 42,774 | $2.9B | 0.35% | |
| 86 | GOOGALPHABET INC | 12,047 | $2.9B | 0.35% | |
| 87 | EMBISHARES TR | 29,750 | $2.8B | 0.33% | |
| 88 | JNKSPDR SERIES TRUST | 28,311 | $2.8B | 0.33% | |
| 89 | SMSM ENERGY CO | 108,074 | $2.7B | 0.32% | |
| 90 | WMWASTE MGMT INC DEL | 12,070 | $2.7B | 0.31% | |
| 91 | ORIOLD REP INTL CORP | 60,542 | $2.6B | 0.30% | |
| 92 | CAHCARDINAL HEALTH INC | 16,296 | $2.6B | 0.30% | |
| 93 | NDQINVESCO QQQ TR | 4,097 | $2.5B | 0.29% | |
| 94 | HIGHARTFORD INSURANCE GROUP INC | 17,947 | $2.4B | 0.28% | |
| 95 | WMTWALMART INC | 18,910 | $1.9B | 0.23% | |
| 96 | NTSXWISDOMTREE TR | 33,552 | $1.8B | 0.21% | |
| 97 | XOMEXXON MOBIL CORP | 15,868 | $1.8B | 0.21% | |
| 98 | MTUMISHARES TR | 5,689 | $1.5B | 0.17% | |
| 99 | FMBFIRST TR EXCH TRADED FD III | 24,209 | $1.2B | 0.14% | |
| 100 | TSLATESLA INC | 2,709 | $1.2B | 0.14% |
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