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
101	TSLATESLA INC	2,712	$1.2M	0.14%
102	IVVISHARES TR	1,734	$1.2M	0.14%
103	HFGMTIDAL TRUST I	36,961	$1.1M	0.12%
104	CTASIMPLIFY EXCHANGE TRADED FUN	38,296	$1.0M	0.12%
105	CWBSPDR SERIES TRUST	11,501	$1.0M	0.12%
106	FBNDFIDELITY MERRIMACK STR TR	21,404	$985K	0.11%
107	IUSGISHARES TR	5,745	$964K	0.11%
108	PAAAPGIM ETF TR	18,791	$963K	0.11%
109	IVVWISHARES TR	20,081	$914K	0.10%
110	METAMETA PLATFORMS INC	1,337	$882K	0.10%
111	TJXTJX COS INC NEW	5,635	$865K	0.10%
112	CAIECALAMOS ETF TR	31,480	$841K	0.10%
113	DGROISHARES TR	11,946	$829K	0.10%
114	HYMBSPDR SERIES TRUST	29,508	$735K	0.08%
115	VVISA INC	2,057	$721K	0.08%
116	GLTRABRDN PRECIOUS METALS BASKET	3,504	$720K	0.08%
117	VOOVANGUARD INDEX FDS	1,129	$708K	0.08%
118	PSMDPACER FDS TR	20,287	$658K	0.08%
119	IJRISHARES TR	5,436	$653K	0.07%
120	VIGIVANGUARD WHITEHALL FDS	7,083	$647K	0.07%
121	BRK/BBERKSHIRE HATHAWAY INC DEL	1,174	$589K	0.07%
122	IWFISHARES TR	1,142	$540K	0.06%
123	VIGVANGUARD SPECIALIZED FUNDS	2,442	$536K	0.06%
124	NFLXNETFLIX INC	5,648	$529K	0.06%
125	IVWISHARES TR	4,146	$511K	0.06%
126	EFAVISHARES TR	5,766	$497K	0.06%
127	TRGPTARGA RES CORP	2,513	$463K	0.05%
128	IQLTISHARES TR	9,941	$451K	0.05%
129	AQLTISHARES TR	3,133	$442K	0.05%
130	IAGGISHARES TR	7,973	$398K	0.05%
131	WECWEC ENERGY GROUP INC	3,744	$394K	0.05%
132	IWMISHARES TR	1,545	$380K	0.04%
133	LCTUBLACKROCK ETF TRUST	5,085	$376K	0.04%
134	GEGE AEROSPACE	1,213	$373K	0.04%
135	EUHYISHARES INC	6,947	$370K	0.04%
136	PICBINVESCO EXCH TRADED FD TR II	15,249	$364K	0.04%
137	JAAAJANUS DETROIT STR TR	6,836	$345K	0.04%
138	BACBANK AMERICA CORP	6,265	$344K	0.04%
139	SMHVANECK ETF TRUST	935	$336K	0.04%
140	FTHIFIRST TR EXCHANGE TRADED FD	13,754	$324K	0.04%
141	SPYGSPDR SERIES TRUST	2,893	$308K	0.04%
142	PEPPEPSICO INC	2,131	$305K	0.03%
143	IPKWINVESCO EXCH TRADED FD TR II	5,502	$305K	0.03%
144	GQ9SPDR GOLD TR	764	$302K	0.03%
145	FLJPFRANKLIN TEMPLETON ETF TR	8,754	$301K	0.03%
146	LOWLOWES COS INC	1,251	$301K	0.03%
147	MLIMUELLER INDS INC	2,513	$288K	0.03%
148	IESCIES HLDGS INC	739	$287K	0.03%
149	VEAVANGUARD TAX-MANAGED FDS	4,548	$284K	0.03%
150	FDNFIRST TR EXCHANGE-TRADED FD	1,034	$278K	0.03%
151	AQLTISHARES TR	3,009	$269K	0.03%
152	CLOZSERIES PORTFOLIOS TR	10,091	$267K	0.03%
153	NEARISHARES U S ETF TR	5,150	$263K	0.03%
154	VTIVANGUARD INDEX FDS	783	$262K	0.03%
155	VMOINVESCO MUN OPPORTUNITY TR	27,479	$262K	0.03%
156	DWMFWISDOMTREE TR	8,035	$261K	0.03%
157	LLYELI LILLY & CO	242	$260K	0.03%
158	SCHGSCHWAB STRATEGIC TR	7,894	$257K	0.03%
159	SHYMBLACKROCK ETF TRUST II	11,558	$256K	0.03%
160	BUWABIO RAD LABS INC	839	$254K	0.03%
161	DSIISHARES TR	1,952	$251K	0.03%
162	KOCOCA COLA CO	3,584	$250K	0.03%
163	IWDISHARES TR	1,105	$232K	0.03%
164	XLFSELECT SECTOR SPDR TR	4,243	$232K	0.03%
165	OIAINVESCO MUNI INCOME OPP TRST	38,720	$232K	0.03%
166	LNGCHENIERE ENERGY INC	1,182	$229K	0.03%
167	USXFISHARES TR	3,668	$211K	0.02%
168	VLUEISHARES TR	1,482	$202K	0.02%
169	XNEAXNUVEEN AMT FREE QLTY MUN INC	13,785	$160K	0.02%
170	PAYOPAYONEER GLOBAL INC	19,348	$108K	0.01%
171	RELLRICHARDSON ELECTRS LTD	10,000	$108K	0.01%

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