Insight Wealth Strategies, LLC 13F Holdings
CIK 0001749914 · SAN RAMON, CA
As of Sep 30, 2025, Insight Wealth Strategies, LLC reported 171 positions worth $848.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CHEVRON CORP | CHV | Energy | 218,809 | $34.0M | 4.00% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 390,926 | $30.4M | 3.58% |
| ISHARES PREFERRED & INCOME S | PFF | — | 901,080 | $28.5M | 3.36% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 314,160 | $28.1M | 3.31% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 219,768 | $26.6M | 3.13% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 444,312 | $26.3M | 3.10% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 637,569 | $26.2M | 3.09% |
| ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGLB | — | 460,559 | $23.7M | 2.80% |
| T ROWE PRICE ETF INC | TFLR | — | 457,209 | $23.5M | 2.77% |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | HYDB | — | 481,910 | $23.1M | 2.72% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | — | 586,010 | $20.4M | 2.40% |
| DIMENSIONAL ETF TRUST | DFIP | — | 449,081 |