Insight Wealth Strategies, LLC Q3 2025 Filing

Filed October 6, 2025

Portfolio Value

$848.7M

Holdings

171

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (171 positions)

#	Stock	Shares	Value	% Portfolio
101	FLBLFRANKLIN TEMPLETON ETF TR	49,683	$1.2M	0.14%
102	IVVISHARES TR	1,654	$1.1M	0.13%
103	EFAISHARES TR	11,538	$1.1M	0.13%
104	CWBSPDR SERIES TRUST	11,458	$1.0M	0.12%
105	PAAAPGIM ETF TR	19,088	$983K	0.12%
106	IUSGISHARES TR	5,740	$944K	0.11%
107	CTASIMPLIFY EXCHANGE TRADED FUN	30,603	$855K	0.10%
108	TJXTJX COS INC NEW	5,742	$829K	0.10%
109	DGROISHARES TR	11,957	$814K	0.10%
110	FBNDFIDELITY MERRIMACK STR TR	17,535	$810K	0.10%
111	NFLXNETFLIX INC	662	$793K	0.09%
112	IVVWISHARES TR	16,335	$760K	0.09%
113	HYMBSPDR SERIES TRUST	29,301	$730K	0.09%
114	IJRISHARES TR	5,971	$709K	0.08%
115	CAIECALAMOS ETF TR	25,292	$694K	0.08%
116	VOOVANGUARD INDEX FDS	1,109	$679K	0.08%
117	HFGMTIDAL TRUST I	20,877	$659K	0.08%
118	VVISA INC	1,875	$640K	0.08%
119	VIGIVANGUARD WHITEHALL FDS	7,076	$633K	0.07%
120	JAAAJANUS DETROIT STR TR	11,650	$591K	0.07%
121	GLTRABRDN PRECIOUS METALS BASKET	3,524	$583K	0.07%
122	IVWISHARES TR	4,678	$564K	0.07%
123	BRK/BBERKSHIRE HATHAWAY INC DEL	1,111	$558K	0.07%
124	IWFISHARES TR	1,136	$531K	0.06%
125	VIGVANGUARD SPECIALIZED FUNDS	2,443	$527K	0.06%
126	AQLTISHARES TR	3,421	$486K	0.06%
127	EFAVISHARES TR	5,737	$486K	0.06%
128	PSMDPACER FDS TR	14,305	$452K	0.05%
129	IQLTISHARES TR	9,938	$439K	0.05%
130	WECWEC ENERGY GROUP INC	3,717	$425K	0.05%
131	TRGPTARGA RES CORP	2,496	$418K	0.05%
132	FDNFIRST TR EXCHANGE-TRADED FD	1,411	$394K	0.05%
133	HNDLSTRATEGY SHS	17,441	$388K	0.05%
134	XLFSELECT SECTOR SPDR TR	7,062	$380K	0.04%
135	IAGGISHARES TR	7,388	$378K	0.04%
136	NEARISHARES U S ETF TR	7,339	$376K	0.04%
137	SPYGSPDR SERIES TRUST	3,596	$375K	0.04%
138	IWMISHARES TR	1,540	$372K	0.04%
139	LCTUBLACKROCK ETF TRUST	5,112	$370K	0.04%
140	EUHYISHARES INC	6,384	$355K	0.04%
141	PICBINVESCO EXCH TRADED FD TR II	14,341	$341K	0.04%
142	GEGE AEROSPACE	1,135	$341K	0.04%
143	FTHIFIRST TR EXCHANGE TRADED FD	13,595	$322K	0.04%
144	GQ9SPDR GOLD TR	893	$317K	0.04%
145	ACGLARCH CAP GROUP LTD	3,367	$305K	0.04%
146	SMHVANECK ETF TRUST	932	$304K	0.04%
147	IESCIES HLDGS INC	739	$293K	0.03%
148	VEAVANGUARD TAX-MANAGED FDS	4,764	$285K	0.03%
149	PEPPEPSICO INC	2,028	$284K	0.03%
150	MLIMUELLER INDS INC	2,721	$275K	0.03%
151	IPKWINVESCO EXCH TRADED FD TR II	5,195	$273K	0.03%
152	BACBANK AMERICA CORP	5,248	$270K	0.03%
153	CLOZSERIES PORTFOLIOS TR	9,902	$265K	0.03%
154	AQLTISHARES TR	3,001	$261K	0.03%
155	RGAREINSURANCE GRP OF AMERICA I	1,354	$260K	0.03%
156	VMOINVESCO MUN OPPORTUNITY TR	26,949	$260K	0.03%
157	VTIVANGUARD INDEX FDS	781	$256K	0.03%
158	SHYMBLACKROCK ETF TRUST II	11,378	$254K	0.03%
159	BUWABIO RAD LABS INC	906	$254K	0.03%
160	TXNTEXAS INSTRS INC	1,385	$254K	0.03%
161	SCHGSCHWAB STRATEGIC TR	7,893	$251K	0.03%
162	LOWLOWES COS INC	986	$247K	0.03%
163	DSIISHARES TR	1,963	$247K	0.03%
164	DWMFWISDOMTREE TR	7,605	$242K	0.03%
165	OIAINVESCO MUNI INCOME OPP TRST	39,360	$237K	0.03%
166	IWDISHARES TR	1,104	$224K	0.03%
167	KOCOCA COLA CO	3,364	$223K	0.03%
168	USXFISHARES TR	3,677	$210K	0.02%
169	XOPSPDR SERIES TRUST	1,517	$200K	0.02%
170	XNEAXNUVEEN AMT FREE QLTY MUN INC	13,465	$153K	0.02%
171	RELLRICHARDSON ELECTRS LTD	10,000	$97K	0.01%

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