Insight Wealth Strategies, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Insight Wealth Strategies, LLC reported 182 stock positions worth $1.0 billion. Its top holding was Pgim Aaa Clo ETF (PAAA) at 3.3% of the portfolio, followed by Invesco S&P 500 Momentum ETF (SPMO, 3.3%) and Ishrs US E F R A ETF-Usd (DYNF, 3.2%). Compared with Q1 2026, it opened 28 new positions, sold out of 23, added to 89 and reduced 57. The biggest buy was Pgim Aaa Clo ETF (PAAA, shares +3395%) and the biggest sale Goldman Sachs Activebeta Int (GSIE, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001749914-26-000005 ↗ filed Jul 10, 2026
Holdings Value
Holdings 182 stocks · $1.0B
| PAAA Pgim Aaa Clo ETF | 3.28% | 655,982 | $33.6M | Add +3395.2% |
| SPMO Invesco S&P 500 Momentum ETF | 3.27% | 215,430 | $33.5M | Add +14.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.23% | 489,757 | $33.1M | Add +3.1% |
| VCLT Vanguard Long-Term Corp. Bond | 3.06% | 420,326 | $31.4M | Add +16.2% |
| VLUE iShares MSCI USA Value Facto | 2.89% | 151,486 | $29.6M | Reduce -2.2% |
| CVX Chevron Corp. | 2.77% | 171,403 | $28.4M | Reduce -2.2% |
| FLTR Vaneck Ig Floating Rate ETF | 2.76% | 1,105,715 | $28.2M | New |
| TFLR T Rowe Price Floating RT ETF | 2.74% | 557,681 | $28.1M | Add +102.2% |
| LVHI Franklin International Low V | 2.68% | 679,172 | $27.4M | Add +8.5% |
| TLT iShares 20+ Year Treasury BD | 2.65% | 316,959 | $27.1M | Add +990.3% |
| LRCX Lam Research Corp. | 2.32% | 60,806 | $23.8M | Reduce -12.1% |
| VPLS Vanguard Core-Plus Bond ETF | 2.27% | 301,707 | $23.3M | Reduce -12.1% |
| IDMO Invesco S&P International DE | 2.25% | 385,732 | $23.1M | Add +4.7% |
| VRP Invesco Variable Rate Prefer | 2.21% | 930,732 | $22.7M | New |
| GARP iShares MSCI USA Quality Gar | 2.04% | 255,947 | $20.9M | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.95% | 383,655 | $20.0M | New |
| KRE SS SPDR S&P Regional Bank | 1.84% | 247,026 | $18.8M | New |
| STIP iShares 0-5 Year Tips Bond E | 1.82% | 184,565 | $18.7M | Add +55.7% |
| IEMG iShares Core MSCI Emerging | 1.67% | 212,673 | $17.1M | Add +14.6% |
| CDX Simplify High Yield ETF | 1.56% | 764,328 | $16.0M | Add +12.4% |
| AVUV Avantis US Small Cap Value | 1.53% | 126,289 | $15.7M | Add +1.5% |
| XMMO Invesco S&P Midcap Momentum | 1.51% | 93,115 | $15.5M | Add +1.1% |
| AAPL Apple Inc. | 1.36% | 47,318 | $13.9M | Add +3.7% |
| XLK SS Technology Select Sector | 1.31% | 72,545 | $13.5M | Reduce -0.3% |
| IHE iShares US Pharmaceuticals E | 1.18% | 122,642 | $12.1M | Add +3.3% |
| SAMT Strategas Macro Them Opps | 1.15% | 251,772 | $11.8M | Add +1.2% |
| KLAC KLA Corp. | 1.15% | 44,075 | $11.7M | Reduce -15.5% |
| HFGM Unltd HFGM Global Macro ETF | 1.11% | 376,670 | $11.4M | Add +637.1% |
| LQDA Liquidia Corp. | 0.96% | 124,067 | $9.8M | Reduce -12.9% |
| DOCN Digitalocean Holdings Inc. | 0.90% | 63,882 | $9.2M | Reduce -31.3% |
| FTNT Fortinet Inc. | 0.90% | 58,043 | $9.2M | Add +5.8% |
| STX Seagate Technology Holdings | 0.88% | 9,799 | $9.0M | Reduce -49.7% |
| FIX Comfort Systems USA Inc. | 0.84% | 4,636 | $8.6M | Reduce -14.7% |
| SWK Stanley Black & Decker Inc. | 0.75% | 84,301 | $7.7M | Add +20.6% |
| MSFT Microsoft Corp. | 0.75% | 20,025 | $7.7M | Add +7.4% |
| HD Home Depot Inc. | 0.74% | 21,512 | $7.5M | Add +34.7% |
| NVDA Nvidia Corp. | 0.73% | 37,918 | $7.5M | Add +23.9% |
| GOOGL Alphabet Inc. Class A | 0.72% | 20,481 | $7.4M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.71% | 30,273 | $7.3M | Add +7.4% |
| BIIB Biogen Inc. | 0.70% | 34,320 | $7.2M | Add +16.9% |
| GWW WW Grainger Inc. | 0.70% | 5,341 | $7.1M | Add +1.2% |
| ASTH Astrana Health Inc. | 0.70% | 143,289 | $7.1M | Reduce 0.0% |
| INCY Incyte Corp. | 0.69% | 62,175 | $7.1M | New |
| COR Cencora Inc. | 0.68% | 24,319 | $7.0M | Add +37.6% |
| APP AppLovin Corp. Class A | 0.68% | 12,290 | $6.9M | New |
| BPOP Popular Inc. | 0.68% | 41,032 | $6.9M | New |
| TER Teradyne Inc. | 0.67% | 16,174 | $6.9M | New |
| CDW CDW Corp. | 0.67% | 49,852 | $6.9M | Add +4.4% |
| MRK Merck & Co. Inc. | 0.66% | 54,323 | $6.8M | Add +8.0% |
| MSI Motorola Solutions Inc. | 0.66% | 16,225 | $6.8M | Add +25.6% |
| AVGO Broadcom Inc. | 0.66% | 18,394 | $6.8M | Reduce -7.9% |
| CNC Centene Corp. | 0.66% | 98,403 | $6.7M | Reduce -19.4% |
| RNG Ringcentral Inc. Class A | 0.65% | 161,892 | $6.6M | New |
| HII Huntington Ingalls Industrie | 0.61% | 22,484 | $6.3M | Add +70.0% |
| CENX Century Aluminum Company | 0.60% | 143,472 | $6.2M | Reduce -1.8% |
| UCTT Ultra Clean Holdings Inc. | 0.60% | 47,463 | $6.2M | New |
| ILMN Illumina Inc. | 0.59% | 32,967 | $6.1M | New |
| BWXT BWX Technologies Inc. | 0.58% | 31,104 | $5.9M | New |
| CF CF Industries Holdings Inc. | 0.58% | 54,832 | $5.9M | New |
| DVN Devon Energy Corp. | 0.57% | 146,318 | $5.9M | Add +7.3% |
| NTAP Netapp Inc. | 0.57% | 37,378 | $5.8M | New |
| CEG Constellation Energy | 0.57% | 24,665 | $5.8M | Add +25.6% |
| KN Knowles Corp. | 0.57% | 143,628 | $5.8M | New |
| QCOM Qualcomm Inc. | 0.53% | 30,094 | $5.5M | Add +2.0% |
| REGN Regeneron Pharmaceuticals | 0.53% | 8,734 | $5.5M | Add +26.9% |
| BKR Baker Hughes Co. | 0.53% | 100,692 | $5.4M | Add +5.0% |
| WFRD Weatherford International PL | 0.50% | 64,018 | $5.1M | Add +6.3% |
| BLBD Blue Bird Corp. | 0.48% | 63,350 | $4.9M | Reduce -3.8% |
| AMD Advanced Micro Devices | 0.48% | 9,102 | $4.9M | Reduce -51.4% |
| ARW Arrow Electronics Inc. | 0.47% | 22,863 | $4.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 6,414 | $4.8M | Reduce -5.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.46% | 43,566 | $4.7M | Reduce -82.7% |
| HYD Vaneck High Yield Muni ETF | 0.46% | 91,745 | $4.7M | Add +6.1% |
| PFF iShares Preferred & Income S | 0.46% | 154,475 | $4.7M | Reduce -31.4% |
| GOOG Alphabet Inc. Class C | 0.44% | 12,674 | $4.5M | Add +2.2% |
| MUB iShares National Muni Bond E | 0.44% | 42,067 | $4.5M | Add +6.7% |
| MBB iShares MBS ETF | 0.44% | 47,915 | $4.5M | Add +7.3% |
| LDOS Leidos Holdings Inc. | 0.43% | 42,747 | $4.4M | Add +55.1% |
| FLOT iShares Floating Rate Bond E | 0.43% | 86,307 | $4.4M | Add +7.4% |
| FLEX Flex Ltd. | 0.42% | 28,141 | $4.3M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 84,138 | $4.2M | Add +7.3% |
| JPM JPMorgan Chase & Co. | 0.39% | 11,874 | $4.0M | Add +3.6% |
| IBKR Interactive Brokers Gro Class A | 0.38% | 42,061 | $3.9M | Reduce -4.2% |
| CAH Cardinal Health Inc. | 0.35% | 15,073 | $3.6M | Add +7.3% |
| ORI Old Republic Intl Corp. | 0.34% | 85,627 | $3.5M | Add +23.3% |
| IEF iShares 7-10 Year Treasury B | 0.32% | 35,047 | $3.3M | Add +7.5% |
| GSIE Goldman Sachs Activebeta Int | 0.28% | 62,310 | $2.8M | Reduce -90.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 3,707 | $2.7M | Reduce -11.4% |
| NTSX Wisdomtree US Efficient Core | 0.22% | 39,051 | $2.3M | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.19% | 14,203 | $1.9M | Reduce -13.2% |
| IVV iShares Core S&P 500 ETF | 0.17% | 2,381 | $1.8M | Add +42.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 17,885 | $1.7M | Reduce -8.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.16% | 4,997 | $1.6M | Reduce -0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.15% | 7,146 | $1.6M | Reduce -90.0% |
| BKGI BNY Mellon GLBL Infra Inc. | 0.14% | 33,161 | $1.5M | Reduce -87.5% |
| FMB First Trust Managed Municipa | 0.14% | 27,942 | $1.4M | Add +6.9% |
| EFA iShares MSCI Eafe ETF | 0.14% | 13,883 | $1.4M | Add +0.9% |
| CAIE Calamos Autocallable Inc. ETF | 0.14% | 51,940 | $1.4M | Add +19.2% |
| MOOD Relative Sentiment Tact Allo | 0.14% | 32,079 | $1.4M | Add +16.8% |
| PSMD Pacer Swan Sos Moderate Janu | 0.13% | 40,170 | $1.4M | Add +55.6% |
Options reported separately and not counted above: NVDA calls ($198K).
Portfolio Sells Q1 2026 → Q2 2026
| GSIE Goldman Sachs Activebeta Int | Reduce -90.5% | 0.28% | −2.87 |
| IGLB iShares 10+ Year Inv GR Corp. | Sold out | 0.00% | −2.75 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -82.7% | 0.46% | −2.60 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −2.29 |
| PGHY Invesco Global Ex US High Yi | Sold out | 0.00% | −1.80 |
| TUA Sim St Treas Fut Strat ETF | Sold out | 0.00% | −1.57 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.40 |
| QUAL iShares MSCI USA Quality Fac | Reduce -90.0% | 0.15% | −1.38 |
| CVX Chevron Corp. | Reduce -2.2% | 2.77% | −1.27 |
| BKGI BNY Mellon GLBL Infra Inc. | Reduce -87.5% | 0.14% | −1.17 |
| HEZU iShares Currency Hedged MSCI | Reduce -96.9% | 0.04% | −1.11 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -96.5% | 0.03% | −0.91 |
| JBBB Janus Henderson B-BBB Clo Et | Sold out | 0.00% | −0.90 |
| AXP American Express Co. | Reduce -95.5% | 0.04% | −0.75 |
| VPLS Vanguard Core-Plus Bond ETF | Reduce -12.1% | 2.27% | −0.70 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.66 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.61 |
| XPRO Expro Group Holdings NV | Sold out | 0.00% | −0.53 |
| MCK McKesson Corp. | Reduce -93.5% | 0.03% | −0.53 |
| VISN Vistance Networks Inc. | Sold out | 0.00% | −0.50 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.45 |
| KR Kroger Co. | Sold out | 0.00% | −0.45 |
| XYZ Block Inc. | Sold out | 0.00% | −0.45 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.43 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.42 |
| PLTR Palantir Technologies Inc. Class A | Reduce -81.8% | 0.06% | −0.39 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.37 |
| CENX Century Aluminum Company | Reduce -1.8% | 0.60% | −0.35 |
| WM Waste Management Inc. | Reduce -92.5% | 0.02% | −0.33 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.33 |
| PFF iShares Preferred & Income S | Reduce -31.4% | 0.46% | −0.30 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.28 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.28 |
| WMT Walmart Inc. | Reduce -86.7% | 0.03% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -13.2% | 0.19% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.06 |
| FLBL Franklin Senior Loan ETF | Reduce -12.8% | 0.11% | −0.03 |
| TJX TJX Companies Inc. | Reduce -19.6% | 0.07% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.2% | 0.17% | −0.03 |
| AVGO Broadcom Inc. | Reduce -7.9% | 0.66% | −0.03 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.03 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 0.47% | −0.02 |
| NFLX Netflix Inc. | Reduce -4.3% | 0.04% | −0.02 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.02 |
| CTA Simplify Managed Futures St | Reduce -1.3% | 0.05% | −0.02 |
| PEP Pepsico Inc. | Reduce -31.9% | 0.02% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -30.1% | 0.02% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.1% | 0.07% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -7.9% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PAAA Pgim Aaa Clo ETF | Add +3395.2% | 3.28% | +3.18 |
| FLTR Vaneck Ig Floating Rate ETF | New | 2.76% | +2.76 |
| TLT iShares 20+ Year Treasury BD | Add +990.3% | 2.65% | +2.36 |
| VRP Invesco Variable Rate Prefer | New | 2.21% | +2.21 |
| GARP iShares MSCI USA Quality Gar | New | 2.04% | +2.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 1.95% | +1.95 |
| KRE SS SPDR S&P Regional Bank | New | 1.84% | +1.84 |
| TFLR T Rowe Price Floating RT ETF | Add +102.2% | 2.74% | +1.19 |
| HFGM Unltd HFGM Global Macro ETF | Add +637.1% | 1.11% | +0.93 |
| SPMO Invesco S&P 500 Momentum ETF | Add +14.6% | 3.27% | +0.91 |
| INCY Incyte Corp. | New | 0.69% | +0.69 |
| APP AppLovin Corp. Class A | New | 0.68% | +0.68 |
| BPOP Popular Inc. | New | 0.68% | +0.68 |
| TER Teradyne Inc. | New | 0.67% | +0.67 |
| RNG Ringcentral Inc. Class A | New | 0.65% | +0.65 |
| UCTT Ultra Clean Holdings Inc. | New | 0.60% | +0.60 |
| ILMN Illumina Inc. | New | 0.59% | +0.59 |
| BWXT BWX Technologies Inc. | New | 0.58% | +0.58 |
| CF CF Industries Holdings Inc. | New | 0.58% | +0.58 |
| NTAP Netapp Inc. | New | 0.57% | +0.57 |
| KN Knowles Corp. | New | 0.57% | +0.57 |
| ARW Arrow Electronics Inc. | New | 0.47% | +0.47 |
| STIP iShares 0-5 Year Tips Bond E | Add +55.7% | 1.82% | +0.45 |
| FLEX Flex Ltd. | New | 0.42% | +0.42 |
| FTNT Fortinet Inc. | Add +5.8% | 0.90% | +0.40 |
| IEMG iShares Core MSCI Emerging | Add +14.6% | 1.67% | +0.23 |
| SWK Stanley Black & Decker Inc. | Add +20.6% | 0.75% | +0.20 |
| HD Home Depot Inc. | Add +34.7% | 0.74% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.1% | 3.23% | +0.14 |
| NVDA Nvidia Corp. | Add +23.9% | 0.73% | +0.14 |
| QCOM Qualcomm Inc. | Add +2.0% | 0.53% | +0.11 |
| BIIB Biogen Inc. | Add +16.9% | 0.70% | +0.10 |
| AAPL Apple Inc. | Add +3.7% | 1.36% | +0.07 |
| COR Cencora Inc. | Add +37.6% | 0.68% | +0.07 |
| SAMT Strategas Macro Them Opps | Add +1.2% | 1.15% | +0.06 |
| AMZN Amazon.com Inc. | Add +7.4% | 0.71% | +0.06 |
| GWW WW Grainger Inc. | Add +1.2% | 0.70% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +42.1% | 0.17% | +0.05 |
| HII Huntington Ingalls Industrie | Add +70.0% | 0.61% | +0.05 |
| USFR Wisdomtree Floating Rate Tre | New | 0.05% | +0.05 |
| VCLT Vanguard Long-Term Corp. Bond | Add +16.2% | 3.06% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.44% | +0.05 |
| PSMD Pacer Swan Sos Moderate Janu | Add +55.6% | 0.13% | +0.04 |
| MSI Motorola Solutions Inc. | Add +25.6% | 0.66% | +0.04 |
| WTIP Wisdomtree Inflation Plus | Add +169.8% | 0.07% | +0.04 |
| ORI Old Republic Intl Corp. | Add +23.3% | 0.34% | +0.03 |
| VXF Vanguard Extended Market ETF | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
| CDW CDW Corp. | Add +4.4% | 0.67% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.03% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | call | New | 1,000 | $198K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $1.0B | PAAA, SPMO, DYNF, VCLT, VLUE |
| Q1 2026 | 177 | $895.7M | CVX, GSIE, DYNF, LQD, VCLT |
| Q4 2025 | 171 | $872.1M | CVX, LQD, VCLT, TLT, GSIE |
| Q3 2025 | 171 | $848.7M | CVX, VCLT, PFF, TLT, SPMO |
| Q2 2025 | 171 | $791.7M | CVX, VCLT, PFF, GSIE, TLT |
| Q1 2025 | 158 | $742.7M | CVX, VCLT, TLT, GSIE, IEF |
| Q4 2024 | 152 | $745.7M | USMV, CVX, LQD, MBB, QUAL |
| Q3 2024 | 159 | $759.2M | USMV, LQD, CVX, VIGI, GSIE |
| Q2 2024 | 157 | $702.8M | CVX, PFF, LQD, MTUM, USMV |
| Q1 2024 | 159 | $681.2M | PFF, CVX, LQD, MTUM, USMV |