Insight Wealth Strategies, LLC Q4 2025 Filing

Filed January 2, 2026

Portfolio Value

$872.1M

Holdings

171

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (171 positions)

#	Stock	Shares	Value	% Portfolio
1	CVXCHEVRON CORP NEW	219,858	$33.5M	3.84%
2	LQDISHARES TR	276,655	$30.5M	3.50%
3	VCLTVANGUARD SCOTTSDALE FDS	398,650	$30.2M	3.47%
4	TLTISHARES TR	320,946	$28.0M	3.21%
5	GSIEGOLDMAN SACHS ETF TR	649,776	$27.9M	3.20%
6	DYNFBLACKROCK ETF TRUST	452,161	$27.5M	3.15%
7	KLMNINVESCO EXCH TRADED FD TR II	223,586	$26.7M	3.06%
8	TFLRT ROWE PRICE ETF INC	483,518	$24.9M	2.85%
9	IGLBISHARES TR	476,471	$24.0M	2.76%
10	LVHILEGG MASON ETF INVT	595,158	$21.9M	2.51%
11	QUALISHARES TR	95,210	$18.9M	2.17%
12	PFFISHARES TR	575,043	$17.8M	2.04%
13	IDMOINVESCO EXCH TRADED FD TR II	319,537	$17.8M	2.04%
14	EMLCVANECK ETF TRUST	637,239	$16.5M	1.89%
15	JMBSJANUS DETROIT STR TR	350,856	$16.0M	1.84%
16	LRCXLAM RESEARCH CORP	85,222	$14.6M	1.67%
17	CDXSIMPLIFY EXCHANGE TRADED FUN	647,232	$14.4M	1.65%
18	TUASIMPLIFY EXCHANGE TRADED FUN	640,356	$14.0M	1.61%
19	XLVSELECT SECTOR SPDR TR	84,067	$13.0M	1.49%
20	VYMVANGUARD WHITEHALL FDS	90,603	$13.0M	1.49%
21	XLCSELECT SECTOR SPDR TR	108,862	$12.8M	1.47%
22	AVUVAMERICAN CENTY ETF TR	124,779	$12.7M	1.46%
23	XMMOINVESCO EXCHANGE TRADED FD T	91,059	$12.6M	1.45%
24	AAPLAPPLE INC	45,601	$12.4M	1.42%
25	USMVISHARES TR	129,626	$12.2M	1.40%
26	BKGIBNY MELLON ETF TRUST	263,394	$10.6M	1.22%
27	SAMTADVISORS INNER CIRCLE FD III	246,420	$9.5M	1.09%
28	XLKSELECT SECTOR SPDR TR	59,791	$8.6M	0.99%
29	AXPAMERICAN EXPRESS CO	22,321	$8.3M	0.95%
30	HEZUISHARES TR	182,293	$8.0M	0.91%
31	MSFTMICROSOFT CORP	16,139	$7.8M	0.89%
32	IEMGISHARES INC	114,988	$7.7M	0.89%
33	STXSEAGATE TECHNOLOGY HLDNGS PL	25,378	$7.0M	0.80%
34	KLACKLA CORP	5,565	$6.8M	0.78%
35	GOOGLALPHABET INC	20,850	$6.5M	0.75%
36	AMZNAMAZON COM INC	27,957	$6.5M	0.74%
37	MRKMERCK & CO INC	60,103	$6.3M	0.73%
38	CENXCENTURY ALUM CO	154,066	$6.0M	0.69%
39	ABGCENCORA INC	17,472	$5.9M	0.68%
40	REGNREGENERON PHARMACEUTICALS	7,496	$5.8M	0.66%
41	CEGCONSTELLATION ENERGY CORP	15,724	$5.6M	0.64%
42	NVDANVIDIA CORPORATION	29,537	$5.5M	0.63%
43	AVGOBROADCOM INC	15,845	$5.5M	0.63%
44	MCOMOODYS CORP	10,475	$5.3M	0.61%
45	FIXCOMFORT SYS USA INC	5,622	$5.2M	0.60%
46	BIIBBIOGEN INC	28,960	$5.1M	0.58%
47	GWWGRAINGER W W INC	5,045	$5.1M	0.58%
48	SWKSTANLEY BLACK & DECKER INC	67,795	$5.0M	0.58%
49	CNCCENTENE CORP DEL	121,559	$5.0M	0.57%
50	BKRBAKER HUGHES COMPANY	109,208	$5.0M	0.57%
51	LDOSLEIDOS HOLDINGS INC	27,175	$4.9M	0.56%
52	LQDALIQUIDIA CORPORATION	141,818	$4.9M	0.56%
53	ACNACCENTURE PLC IRELAND	18,175	$4.9M	0.56%
54	QCOMQUALCOMM INC	28,481	$4.9M	0.56%
55	WFRDWEATHERFORD INTL PLC	61,690	$4.8M	0.55%
56	PLTRPALANTIR TECHNOLOGIES INC	27,082	$4.8M	0.55%
57	ABTABBOTT LABS	37,930	$4.8M	0.54%
58	MCKMCKESSON CORP	5,751	$4.7M	0.54%
59	VRSKVERISK ANALYTICS INC	20,901	$4.7M	0.54%
60	DOCNDIGITALOCEAN HLDGS INC	95,754	$4.6M	0.53%
61	HDHOME DEPOT INC	13,237	$4.6M	0.52%
62	SPYSPDR S&P 500 ETF TR	6,667	$4.5M	0.52%
63	IDXXIDEXX LABS INC	6,721	$4.5M	0.52%
64	ADPAUTOMATIC DATA PROCESSING IN	17,459	$4.5M	0.51%
65	FTNTFORTINET INC	56,127	$4.5M	0.51%
66	VISNCOMMSCOPE HLDG CO INC	243,561	$4.4M	0.51%
67	MSIMOTOROLA SOLUTIONS INC	11,253	$4.3M	0.49%
68	XYZBLOCK INC	65,930	$4.3M	0.49%
69	BAHBOOZ ALLEN HAMILTON HLDG COR	49,937	$4.2M	0.48%
70	INTUINTUIT	6,355	$4.2M	0.48%
71	CDWCDW CORP	30,622	$4.2M	0.48%
72	FLOTISHARES TR	79,574	$4.0M	0.46%
73	MUBISHARES TR	37,269	$4.0M	0.46%
74	AMDADVANCED MICRO DEVICES INC	18,626	$4.0M	0.46%
75	MBBISHARES TR	41,617	$4.0M	0.45%
76	GOOGALPHABET INC	12,335	$3.9M	0.44%
77	CITCINTAS CORP	19,409	$3.6M	0.42%
78	VTEBVANGUARD MUN BD FDS	71,772	$3.6M	0.41%
79	XPROEXPRO GROUP HOLDINGS NV	267,478	$3.6M	0.41%
80	ASTHASTRANA HEALTH INC	141,641	$3.5M	0.40%
81	JPMJPMORGAN CHASE & CO.	10,852	$3.5M	0.40%
82	HYDVANECK ETF TRUST	67,382	$3.4M	0.39%
83	KRKROGER CO	54,550	$3.4M	0.39%
84	CAHCARDINAL HEALTH INC	16,312	$3.4M	0.38%
85	BLBDBLUE BIRD CORP	66,044	$3.1M	0.36%
86	IEFISHARES TR	31,650	$3.0M	0.35%
87	ORIOLD REP INTL CORP	62,076	$2.8M	0.32%
88	IBKRINTERACTIVE BROKERS GROUP IN	43,305	$2.8M	0.32%
89	WMWASTE MGMT INC DEL	12,549	$2.8M	0.32%
90	HIGHARTFORD INSURANCE GROUP INC	19,861	$2.7M	0.31%
91	EMBISHARES TR	27,698	$2.7M	0.31%
92	NDQINVESCO QQQ TR	4,265	$2.6M	0.30%
93	JNKSPDR SERIES TRUST	26,583	$2.6M	0.30%
94	WMTWALMART INC	19,154	$2.1M	0.24%
95	XOMEXXON MOBIL CORP	17,432	$2.1M	0.24%
96	NTSXWISDOMTREE TR	36,578	$2.0M	0.23%
97	MTUMISHARES TR	5,693	$1.4M	0.16%
98	FLBLFRANKLIN TEMPLETON ETF TR	56,107	$1.3M	0.15%
99	FMBFIRST TR EXCH TRADED FD III	24,784	$1.3M	0.15%
100	EFAISHARES TR	13,063	$1.3M	0.14%

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