Insight Wealth Strategies, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 5, 2024), Insight Wealth Strategies, LLC reported 159 stock positions worth $681.2 million. Its top holding was iShares Preferred & Income S (PFF) at 4.5% of the portfolio, followed by Chevron (CVX, 4.3%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 4.1%). Compared with Q4 2023, it opened 32 new positions, sold out of 26, added to 70 and reduced 55. The biggest buy was a new position in Franklin International Low V (LVHI) and the biggest sale iShares MSCI Eafe Min Vol Fa (EFAV, shares −98%).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0001749914
Portfolio Value
$681.2M (Q1 2024)
SEC Filing
0001749914-24-000003 ↗ filed Apr 5, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $681.2M $681.2M Q1 2024 Q2 2024: $702.8M Q2 2024 Q3 2024: $759.2M Q3 2024 Q4 2024: $745.7M Q4 2024 Q1 2025: $742.7M Q1 2025 Q2 2025: $791.7M Q2 2025 Q3 2025: $848.7M Q3 2025 Q4 2025: $872.1M Q4 2025 Q1 2026: $895.7M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 159 stocks · $681.2M
PFF iShares Preferred & Income S 4.54% 960,018 $30.9M Add +1.2%
CVX Chevron Corp. 4.32% 186,676 $29.4M Add +1.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 4.09% 255,776 $27.9M Add +22.5%
MTUM iShares MSCI USA Momentum Fa 3.67% 133,485 $25.0M Reduce -9.1%
USMV iShares MSCI USA Min Vol Fac 3.63% 295,494 $24.7M Add +0.5%
GSIE Goldman Sachs Activebeta Int 3.57% 709,845 $24.3M Add +0.4%
QUAL iShares MSCI USA Quality Fac 3.54% 146,795 $24.1M Add +11.8%
VIGI Vanguard Int Div App Indx FD 3.48% 291,170 $23.7M Reduce -0.2%
FLTR Vaneck Ig Floating Rate ETF 2.93% 782,055 $20.0M Reduce -11.1%
TLT iShares 20+ Year Treasury BD 2.87% 206,884 $19.6M Add +4.2%
IEF iShares 7-10 Year Treasury B 2.49% 179,502 $17.0M Reduce -12.9%
VCLT Vanguard Long-Term Corp. Bond 2.39% 208,447 $16.3M Add +396.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 2.23% 195,367 $15.2M Add +2.3%
JAAA Janus Henderson Aaa Clo ETF 1.96% 262,800 $13.3M Add +38.1%
TIP iShares Tips Bond ETF 1.93% 122,270 $13.1M Add +2.0%
LVHI Franklin International Low V 1.86% 425,272 $12.7M New
IJR iShares Core S&P Small-Cap E 1.63% 100,410 $11.1M Reduce -0.3%
AVUV Avantis US Small Cap Value 1.59% 115,827 $10.9M Reduce -0.9%
AAPL Apple Inc. 1.52% 60,185 $10.3M Add +43.4%
KIE SS SPDR S&P Insurance ETF 1.29% 168,446 $8.8M Reduce -49.3%
XOP SS SPDR S&P Og Exp & Prod 1.27% 55,741 $8.6M Add +16.4%
XLV SS Health Care Select Sector 1.22% 56,098 $8.3M New
SHY iShares 1-3 Year Treasury Bo 1.19% 99,362 $8.1M Add +30.2%
LRCX Lam Research Corp. 1.13% 7,907 $7.7M Reduce -10.7%
XLC SS Comm Select Sector SPDR 0.98% 81,581 $6.7M Reduce -49.4%
XLI SS Industrial Select Sector 0.93% 50,187 $6.3M New
EWJ iShares MSCI Japan ETF 0.91% 87,209 $6.2M New
SYY Sysco Corp. 0.89% 74,668 $6.1M New
XSVM Invesco S&P Smallcap Value W 0.82% 97,740 $5.6M Reduce -0.7%
FYLD Cambria Foreign Shareholder 0.78% 196,450 $5.3M Reduce -1.1%
MSFT Microsoft Corp. 0.72% 11,642 $4.9M Reduce -12.7%
AMZN Amazon.com Inc. 0.72% 27,147 $4.9M Reduce -5.3%
AXP American Express Co. 0.64% 19,047 $4.3M Add +72.4%
LW Lamb Weston Holdings Inc. 0.59% 37,917 $4.0M New
HYD Vaneck High Yield Muni ETF 0.59% 76,797 $4.0M Add +4.8%
HD Home Depot Inc. 0.59% 10,391 $4.0M Add +72.3%
SHW The Sherwin-Williams Co. 0.58% 11,406 $4.0M New
MSI Motorola Solutions Inc. 0.58% 11,124 $3.9M New
CDW CDW Corp. 0.58% 15,403 $3.9M New
AVGO Broadcom Inc. 0.57% 2,954 $3.9M Add +0.1%
NVDA Nvidia Corp. 0.56% 4,198 $3.8M Reduce -22.2%
MCO Moody's Corp. 0.55% 9,595 $3.8M New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.54% 3,627 $3.7M New
GOOGL Alphabet Inc. Class A 0.52% 23,615 $3.6M Add +9.9%
KLAC KLA Corp. 0.51% 4,946 $3.5M New
MUB iShares National Muni Bond E 0.50% 31,831 $3.4M Add +5.1%
MBB iShares MBS ETF 0.50% 36,891 $3.4M Add +5.6%
EMB iShares JP Morgan Usd Emergi 0.50% 38,021 $3.4M Add +2.0%
FLOT iShares Floating Rate Bond E 0.50% 66,621 $3.4M Add +5.4%
JNK SS SPDR BB High Yield Bond 0.48% 34,597 $3.3M New
HYDB iShares High Yield Systemati 0.48% 69,265 $3.2M New
VTEB Vanguard Tax-Exempt Bond ETF 0.46% 61,660 $3.1M Add +5.6%
UNH Unitedhealth Group Inc. 0.45% 6,179 $3.1M Add +13.9%
TGT Target Corp. 0.44% 17,103 $3.0M Reduce -5.0%
FISV Fiserv Inc. 0.42% 17,924 $2.9M Reduce -7.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.40% 26,754 $2.7M Add +392.5%
BRO Brown & Brown Inc. 0.35% 27,571 $2.4M Add +0.3%
JPM JPMorgan Chase & Co. 0.35% 12,032 $2.4M Reduce -14.3%
ATI Ati Inc. 0.35% 46,903 $2.4M Reduce 0.0%
VRRM Verra Mobility Corp. 0.34% 93,594 $2.3M Reduce -4.5%
ACGL Arch Capital Group Ltd. 0.34% 25,062 $2.3M Reduce -5.3%
WM Waste Management Inc. 0.34% 10,846 $2.3M Reduce -11.4%
MLI Mueller Industries Inc. 0.34% 42,805 $2.3M Reduce -16.5%
HCA HCA Healthcare Inc. 0.34% 6,892 $2.3M Reduce -12.5%
NTAP Netapp Inc. 0.34% 21,852 $2.3M Reduce -11.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 4,288 $2.2M Add +12.3%
UNM Unum Group 0.33% 41,765 $2.2M New
FIS Fidelity National Info Serv 0.33% 30,165 $2.2M Add +4.6%
JBL Jabil Inc. 0.33% 16,595 $2.2M New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.32% 8,785 $2.2M Reduce -10.2%
HPE Hewlett Packard Enterprise 0.32% 123,667 $2.2M Add +2.7%
DIOD Diodes Inc. 0.32% 31,005 $2.2M Add +32.0%
PLTR Palantir Technologies Inc. Class A 0.32% 94,877 $2.2M Reduce -5.6%
DE Deere & Co. 0.32% 5,311 $2.2M Add +4.0%
SM SM Energy Co. 0.32% 43,659 $2.2M Reduce -2.6%
DV Doubleverify Holdings Inc. 0.32% 61,883 $2.2M Add +1.3%
QQQ Invesco QQQ Trust Series 1 0.32% 4,900 $2.2M Add +44.6%
MCK McKesson Corp. 0.32% 4,047 $2.2M Add +3.3%
PCAR Paccar Inc. 0.31% 17,271 $2.1M New
CAT Caterpillar Inc. 0.31% 5,823 $2.1M New
FERG Ferguson Jersey Ltd. 0.31% 9,648 $2.1M New
UNP Union Pacific Corp. 0.31% 8,562 $2.1M Reduce -0.9%
ICE Intercontinental Exchange Inc. 0.31% 15,266 $2.1M Reduce -2.6%
COR Cencora Inc. 0.31% 8,597 $2.1M Reduce -16.7%
CNC Centene Corp. 0.31% 26,497 $2.1M Add +2.2%
IBKR Interactive Brokers Gro Class A 0.30% 18,567 $2.1M Reduce -10.9%
ORI Old Republic Intl Corp. 0.30% 67,412 $2.1M Reduce -1.7%
ON On Semiconductor 0.30% 27,936 $2.1M Add +5.0%
CHRD Chord Energy Corp. 0.30% 11,491 $2.0M Add +2.0%
WRK Westrock Co. 0.30% 41,198 $2.0M Reduce -3.8%
CAH Cardinal Health Inc. 0.30% 18,065 $2.0M Reduce -9.6%
MOH Molina Healthcare Inc. 0.29% 4,888 $2.0M New
AMT American Tower Corp. 0.29% 9,923 $2.0M Add +8.1%
HSY The Hershey Co. 0.29% 10,075 $2.0M New
PFGC Performance Food Group Co. 0.28% 25,981 $1.9M Reduce -5.6%
ACN Accenture PLC Class A 0.28% 5,524 $1.9M New
TXN Texas Instruments Inc. 0.28% 10,807 $1.9M Add +2.0%
XOM Exxon Mobil Corp. 0.26% 15,041 $1.7M Add +8.8%
LIN Linde PLC 0.26% 3,742 $1.7M Reduce -12.2%
PAYO Payoneer Global Inc. 0.25% 356,666 $1.7M Add +176.3%
TRIP Tripadvisor Inc. 0.25% 62,358 $1.7M Reduce -17.3%
FMB First Trust Managed Municipa 0.25% 33,445 $1.7M Add +3.4%
ZETA Zeta Global Holdings Corp. Class A 0.25% 156,622 $1.7M Add +49.8%
ORCL Oracle Corp. 0.25% 13,586 $1.7M Add +5.0%
HON Honeywell International Inc. 0.25% 8,266 $1.7M Add +1.5%
DG Dollar General Corp. 0.24% 10,664 $1.7M Add +24.6%
AMD Advanced Micro Devices 0.24% 9,166 $1.7M Reduce -34.0%
INGR Ingredion Inc. 0.24% 13,725 $1.6M Add +230.9%
WMT Walmart Inc. 0.22% 25,442 $1.5M Reduce -4.6%
ELV Elevance Health Inc. 0.22% 2,943 $1.5M Reduce -0.4%
HIG Hartford Insurance Group Inc. 0.22% 14,776 $1.5M Reduce -14.1%
IDXX Idexx Laboratories Inc. 0.22% 2,783 $1.5M Add +1.1%
FTNT Fortinet Inc. 0.22% 21,880 $1.5M Add +1.5%
TDG Transdigm Group Inc. 0.19% 1,056 $1.3M Reduce -26.5%
NTSX Wisdomtree US Efficient Core 0.18% 28,557 $1.2M Reduce -2.5%
FLR Fluor Corp. 0.17% 27,468 $1.2M Add +5.5%
VOO Vanguard S&P 500 ETF 0.17% 2,357 $1.1M Add +96.3%
NOG Northern Oil and Gas Inc. 0.15% 26,480 $1.1M Add +4.4%
PXD Pioneer Natural Resources Co. 0.15% 3,823 $1.0M Add +4.8%
IWF iShares Russell 1000 Growth 0.13% 2,577 $869K Add +80.1%
CWB SS SPDR BB Conv Sec ETF 0.12% 11,455 $837K Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.11% 1,473 $774K Add +5.0%
GOOG Alphabet Inc. Class C 0.11% 4,954 $754K New
DGRO iShares Core Dividend Growth 0.11% 12,423 $721K Reduce -1.8%
IUSG iShares Core S&P U.S. Growth 0.10% 5,885 $690K Add +0.1%
FOUR SHIFT4 Payments Inc. Class A 0.10% 9,994 $660K New
FBND Fidelity Total Bond ETF 0.10% 14,457 $655K Add +7.3%
BRK.A Berkshire Hathaway Inc. Class A 0.09% 1 $634K New
VIG Vanguard Dividend Apprec ETF 0.08% 3,012 $550K Add +0.4%
VAL Valaris Ltd. 0.08% 7,119 $536K Add +3.0%
FMHI First Trust Municipal High I 0.08% 10,661 $514K Add +0.6%
V Visa Inc. Class A 0.07% 1,774 $495K Reduce -3.5%
EFAV iShares MSCI Eafe Min Vol Fa 0.07% 6,890 $488K Reduce -97.8%
EFA iShares MSCI Eafe ETF 0.07% 6,083 $486K Reduce -2.7%
TSLA Tesla Inc. 0.07% 2,701 $475K Add +0.9%
META Meta Platforms Inc. Class A 0.07% 948 $460K Reduce -3.3%
HYMB SS SPDR N Ice HY Muni ETF 0.07% 17,609 $452K Add +0.4%
IVW iShares S&P 500 Growth ETF 0.07% 5,349 $452K Reduce -0.4%
HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS 0.06% 20,128 $427K Add +1.3%
DVY iShares Select Dividend ETF 0.06% 3,355 $413K Add +0.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 1,137 $391K Add +1.6%
WEC WEC Energy Group Inc. 0.05% 4,223 $347K Add +0.8%
NFLX Netflix Inc. 0.05% 552 $335K Reduce -1.6%
IWM iShares Russell 2000 ETF 0.05% 1,502 $316K New
BIO Bio-Rad Laboratories-A 0.05% 906 $313K New
IQLT iShares MSCI International Q 0.04% 7,398 $293K Reduce -43.6%
LCTU iShares U.S. Carbon Transiti 0.04% 5,040 $289K Reduce -0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 7,546 $286K New
TRGP Targa Resources Corp. 0.04% 2,442 $273K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.04% 3,563 $261K New
LOW Lowe's Cos Inc. 0.04% 983 $250K Reduce -11.9%
OIA Invesco Municipal Income Opp 0.04% 37,961 $248K Add +0.6%
MQY BlackRock Muniyield Quality 0.04% 20,193 $247K Add +0.9%
LDOS Leidos Holdings Inc. 0.03% 1,741 $228K New
VTI VG Morningstar TS MKT ETF-US 0.03% 847 $220K Add +0.1%
SMH Vaneck Semiconductor ETF 0.03% 928 $209K New
SCHG Schwab US Large-Cap Growth 0.03% 2,223 $206K New
CSCO Cisco Systems Inc. 0.03% 4,021 $201K Reduce -0.9%
TELL Tellurian Inc. 0.00% 10,000 $7K No change

Portfolio Sells Q4 2023 → Q1 2024
EFAV iShares MSCI Eafe Min Vol Fa Reduce -97.8% 0.07% −3.37
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −3.05
KIE SS SPDR S&P Insurance ETF Reduce -49.3% 1.29% −1.14
XLC SS Comm Select Sector SPDR Reduce -49.4% 0.98% −0.92
IEF iShares 7-10 Year Treasury B Reduce -12.9% 2.49% −0.72
FLTR Vaneck Ig Floating Rate ETF Reduce -11.1% 2.93% −0.64
BKLN Invesco Senior Loan ETF Sold out 0.00% −0.55
EQIX Equinix Inc. Sold out 0.00% −0.50
CMCSA Comcast Corp. Class A Sold out 0.00% −0.47
MRK Merck & Co. Inc. Sold out 0.00% −0.37
INTC Intel Corp. Sold out 0.00% −0.36
MCD McDonald's Corp. Sold out 0.00% −0.35
ARCH Arch Resources Inc. Sold out 0.00% −0.34
KO The Coca-Cola Co. Sold out 0.00% −0.33
GILD Gilead Sciences Inc. Sold out 0.00% −0.32
SPSC SPS Commerce Inc. Sold out 0.00% −0.31
ZION Zions Bancorp NA Sold out 0.00% −0.30
CTRA Coterra Energy Inc. Sold out 0.00% −0.29
CVS CVS Health Corp. Sold out 0.00% −0.28
MDT Medtronic PLC Sold out 0.00% −0.27
GPC Genuine Parts Co. Sold out 0.00% −0.26
VIGI Vanguard Int Div App Indx FD Reduce -0.2% 3.48% −0.25
BLMN Bloomin' Brands Inc. Sold out 0.00% −0.24
FLG New York Community Bancorp Sold out 0.00% −0.22
ALB Albemarle Corp. Sold out 0.00% −0.22
NOC Northrop Grumman Corp. Sold out 0.00% −0.21
STEM Stem Inc. Sold out 0.00% −0.21
LNTH Lantheus Holdings Inc. Sold out 0.00% −0.18
SBUX Starbucks Corp. Sold out 0.00% −0.17
IJR iShares Core S&P Small-Cap E Reduce -0.3% 1.63% −0.13
AVUV Avantis US Small Cap Value Reduce -0.9% 1.59% −0.10
MSFT Microsoft Corp. Reduce -12.7% 0.72% −0.09
AMD Advanced Micro Devices Reduce -34.0% 0.24% −0.09
XLE SS Energy Select Sector Sold out 0.00% −0.05
MLI Mueller Industries Inc. Reduce -16.5% 0.34% −0.05
FYLD Cambria Foreign Shareholder Reduce -1.1% 0.78% −0.05
MTUM iShares MSCI USA Momentum Fa Reduce -9.1% 3.67% −0.05
XSVM Invesco S&P Smallcap Value W Reduce -0.7% 0.82% −0.04
TDG Transdigm Group Inc. Reduce -26.5% 0.19% −0.04
IQLT iShares MSCI International Q Reduce -43.6% 0.04% −0.04
COR Cencora Inc. Reduce -16.7% 0.31% −0.04
UNP Union Pacific Corp. Reduce -0.9% 0.31% −0.03
AJG Arthur J Gallagher & Co. Reduce -10.2% 0.32% −0.03
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.03
JPM JPMorgan Chase & Co. Reduce -14.3% 0.35% −0.03
CAH Cardinal Health Inc. Reduce -9.6% 0.30% −0.03
LIN Linde PLC Reduce -12.2% 0.26% −0.03
PFGC Performance Food Group Co. Reduce -5.6% 0.28% −0.02
ORI Old Republic Intl Corp. Reduce -1.7% 0.30% −0.02
VRRM Verra Mobility Corp. Reduce -4.5% 0.34% −0.02

Portfolio Buys Q4 2023 → Q1 2024
LVHI Franklin International Low V New 1.86% +1.86
VCLT Vanguard Long-Term Corp. Bond Add +396.8% 2.39% +1.85
XLV SS Health Care Select Sector New 1.22% +1.22
XLI SS Industrial Select Sector New 0.93% +0.93
EWJ iShares MSCI Japan ETF New 0.91% +0.91
SYY Sysco Corp. New 0.89% +0.89
LW Lamb Weston Holdings Inc. New 0.59% +0.59
SHW The Sherwin-Williams Co. New 0.58% +0.58
MSI Motorola Solutions Inc. New 0.58% +0.58
CDW CDW Corp. New 0.58% +0.58
MCO Moody's Corp. New 0.55% +0.55
GWW WW Grainger Inc. New 0.54% +0.54
KLAC KLA Corp. New 0.51% +0.51
JNK SS SPDR BB High Yield Bond New 0.48% +0.48
HYDB iShares High Yield Systemati New 0.48% +0.48
QUAL iShares MSCI USA Quality Fac Add +11.8% 3.54% +0.42
JAAA Janus Henderson Aaa Clo ETF Add +38.1% 1.96% +0.41
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +22.5% 4.09% +0.36
UNM Unum Group New 0.33% +0.33
JBL Jabil Inc. New 0.33% +0.33
TJX TJX Companies Inc. Add +392.5% 0.40% +0.32
PCAR Paccar Inc. New 0.31% +0.31
CAT Caterpillar Inc. New 0.31% +0.31
FERG Ferguson Jersey Ltd. New 0.31% +0.31
AXP American Express Co. Add +72.4% 0.64% +0.30
MOH Molina Healthcare Inc. New 0.29% +0.29
HSY The Hershey Co. New 0.29% +0.29
ACN Accenture PLC Class A New 0.28% +0.28
HD Home Depot Inc. Add +72.3% 0.59% +0.25
AAPL Apple Inc. Add +43.4% 1.52% +0.21
XOP SS SPDR S&P Og Exp & Prod Add +16.4% 1.27% +0.21
SHY iShares 1-3 Year Treasury Bo Add +30.2% 1.19% +0.18
INGR Ingredion Inc. Add +230.9% 0.24% +0.16
PAYO Payoneer Global Inc. Add +176.3% 0.25% +0.15
GOOG Alphabet Inc. Class C New 0.11% +0.11
ZETA Zeta Global Holdings Corp. Class A Add +49.8% 0.25% +0.10
FOUR SHIFT4 Payments Inc. Class A New 0.10% +0.10
QQQ Invesco QQQ Trust Series 1 Add +44.6% 0.32% +0.10
BRK.A Berkshire Hathaway Inc. Class A New 0.09% +0.09
VOO Vanguard S&P 500 ETF Add +96.3% 0.17% +0.08
IWF iShares Russell 1000 Growth Add +80.1% 0.13% +0.06
DG Dollar General Corp. Add +24.6% 0.24% +0.06
FIS Fidelity National Info Serv Add +4.6% 0.33% +0.05
IWM iShares Russell 2000 ETF New 0.05% +0.05
BIO Bio-Rad Laboratories-A New 0.05% +0.05
AVGO Broadcom Inc. Add +0.1% 0.57% +0.04
BAC Bank of America Corp. New 0.04% +0.04
BRO Brown & Brown Inc. Add +0.3% 0.35% +0.04
GOOGL Alphabet Inc. Class A Add +9.9% 0.52% +0.04
SPYG SS SPDR P S&P 500 Growth ETF New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 182$1.0BPAAA, SPMO, DYNF, VCLT, VLUE
Q1 2026 177$895.7MCVX, GSIE, DYNF, LQD, VCLT
Q4 2025 171$872.1MCVX, LQD, VCLT, TLT, GSIE
Q3 2025 171$848.7MCVX, VCLT, PFF, TLT, SPMO
Q2 2025 171$791.7MCVX, VCLT, PFF, GSIE, TLT
Q1 2025 158$742.7MCVX, VCLT, TLT, GSIE, IEF
Q4 2024 152$745.7MUSMV, CVX, LQD, MBB, QUAL
Q3 2024 159$759.2MUSMV, LQD, CVX, VIGI, GSIE
Q2 2024 157$702.8MCVX, PFF, LQD, MTUM, USMV
Q1 2024 159$681.2MPFF, CVX, LQD, MTUM, USMV