Insight Wealth Strategies, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Insight Wealth Strategies, LLC reported 159 stock positions worth $759.2 million. Its top holding was iShares MSCI USA Min Vol Fac (USMV) at 4.1% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 3.9%) and Chevron (CVX, 3.9%). Compared with Q2 2024, it opened 17 new positions, sold out of 15, added to 99 and reduced 35. The biggest buy was iShares MBS ETF (MBB, shares +565%) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −95%).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0001749914
Portfolio Value
$759.2M (Q3 2024)
SEC Filing
0001749914-24-000005 ↗ filed Oct 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $681.2M Q1 2024 Q2 2024: $702.8M Q2 2024 Q3 2024: $759.2M $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 · $759.2M
USMV iShares MSCI USA Min Vol Fac 4.08% 339,326 $31.0M Add +10.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 3.92% 263,337 $29.8M Reduce -0.6%
CVX Chevron Corp. 3.88% 199,923 $29.4M Add +0.5%
VIGI Vanguard Int Div App Indx FD 3.57% 307,404 $27.1M Reduce -0.3%
GSIE Goldman Sachs Activebeta Int 3.56% 746,251 $27.0M Add +0.9%
QUAL iShares MSCI USA Quality Fac 3.55% 150,242 $26.9M Add +0.1%
MBB iShares MBS ETF 3.40% 269,706 $25.8M Add +565.4%
VCLT Vanguard Long-Term Corp. Bond 3.30% 308,745 $25.1M Add +44.5%
TLT iShares 20+ Year Treasury BD 3.25% 251,914 $24.7M Add +17.7%
IEF iShares 7-10 Year Treasury B 3.25% 251,539 $24.7M Add +34.9%
PFF iShares Preferred & Income S 3.00% 685,279 $22.8M Reduce -29.6%
LVHI Franklin International Low V 2.40% 585,938 $18.2M Add +33.8%
JAAA Janus Henderson Aaa Clo ETF 1.93% 288,707 $14.7M Reduce -13.7%
AAPL Apple Inc. 1.78% 57,954 $13.5M Reduce -1.4%
SHY iShares 1-3 Year Treasury Bo 1.66% 151,717 $12.6M Add +45.5%
IJR iShares Core S&P Small-Cap E 1.64% 106,325 $12.4M Add +1.2%
VYM Vanguard High DVD Yield ETF 1.59% 94,229 $12.1M New
XLI SS Industrial Select Sector 1.55% 86,630 $11.7M Add +0.9%
AVUV Avantis US Small Cap Value 1.52% 119,978 $11.5M Add +1.1%
FLTR Vaneck Ig Floating Rate ETF 1.42% 424,029 $10.8M Reduce -46.1%
XLF SS Financial Select Sector 1.27% 213,333 $9.7M Add +1.6%
TIP iShares Tips Bond ETF 1.21% 83,175 $9.2M Reduce -33.1%
XLV SS Health Care Select Sector 1.17% 57,495 $8.9M New
XOP SS SPDR S&P Og Exp & Prod 1.08% 62,326 $8.2M Add +11.5%
LRCX Lam Research Corp. 0.89% 8,270 $6.7M Add +3.2%
EWJ iShares MSCI Japan ETF 0.89% 94,013 $6.7M Add +0.7%
XLP SS Consumer Staples Sel Sect 0.88% 80,501 $6.7M New
SYY Sysco Corp. 0.85% 82,426 $6.4M Add +3.6%
FYLD Cambria Foreign Shareholder 0.75% 204,453 $5.7M Add +3.4%
PDD PDD Holdings Inc. 0.75% 41,974 $5.7M Add +57.2%
XSVM Invesco S&P Smallcap Value W 0.72% 99,983 $5.5M Reduce -0.2%
HYDB iShares High Yield Systemati 0.70% 110,976 $5.3M Add +58.8%
AXP American Express Co. 0.70% 19,636 $5.3M Add +1.0%
MSI Motorola Solutions Inc. 0.68% 11,456 $5.2M Reduce -0.4%
AMZN Amazon.com Inc. 0.68% 27,546 $5.1M Add +1.3%
AVGO Broadcom Inc. 0.67% 29,675 $5.1M Add +0.5%
MSFT Microsoft Corp. 0.67% 11,807 $5.1M Add +0.7%
MCO Moody's Corp. 0.64% 10,167 $4.8M Add +0.4%
HYD Vaneck High Yield Muni ETF 0.63% 90,497 $4.8M Add +10.1%
SHW The Sherwin-Williams Co. 0.63% 12,493 $4.8M Add +0.5%
HD Home Depot Inc. 0.62% 11,594 $4.7M Add +2.2%
CTAS Cintas Corp. 0.58% 21,486 $4.4M Add +2.1%
MELI MercadoLibre Inc. 0.57% 2,115 $4.3M Reduce -8.1%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.57% 4,176 $4.3M Add +4.0%
HUBB Hubbell Inc. 0.56% 9,872 $4.2M New
KLAC KLA Corp. 0.56% 5,448 $4.2M Add +2.6%
MUB iShares National Muni Bond E 0.55% 38,639 $4.2M Add +11.4%
FLOT iShares Floating Rate Bond E 0.55% 81,258 $4.1M Add +12.1%
AMGN Amgen Inc. 0.54% 12,733 $4.1M Add +2.8%
NVDA Nvidia Corp. 0.53% 32,943 $4.0M Reduce -1.1%
MOH Molina Healthcare Inc. 0.53% 11,573 $4.0M Add +65.6%
HSY The Hershey Co. 0.52% 20,704 $4.0M Add +94.0%
CDW CDW Corp. 0.52% 17,497 $4.0M Add +3.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.52% 76,523 $3.9M Add +13.2%
GOOGL Alphabet Inc. Class A 0.51% 23,189 $3.8M Add +1.7%
CSGP Costar Group Inc. 0.50% 50,183 $3.8M New
MCK McKesson Corp. 0.49% 7,589 $3.8M Add +4.7%
UNH Unitedhealth Group Inc. 0.49% 6,392 $3.7M Add +0.8%
ACN Accenture PLC Class A 0.48% 10,338 $3.7M Add +35.3%
TFLO iShares Treasury Floating Ra 0.47% 71,190 $3.6M Reduce -68.7%
EMB iShares JP Morgan Usd Emergi 0.47% 37,981 $3.6M Add +0.3%
RGA Reinsurance Group of America 0.47% 16,285 $3.5M New
FLS Flowserve Corp. 0.45% 66,693 $3.4M New
JNK SS SPDR BB High Yield Bond 0.45% 34,908 $3.4M Add +0.8%
PCAR Paccar Inc. 0.42% 32,105 $3.2M Add +73.2%
PLTR Palantir Technologies Inc. Class A 0.42% 85,001 $3.2M Reduce -12.2%
LW Lamb Weston Holdings Inc. 0.39% 45,538 $2.9M Add +6.5%
ACGL Arch Capital Group Ltd. 0.38% 25,538 $2.9M Add +1.7%
HCA HCA Healthcare Inc. 0.37% 6,885 $2.8M Reduce -1.6%
BRO Brown & Brown Inc. 0.37% 26,999 $2.8M Reduce -3.2%
TGT Target Corp. 0.36% 17,404 $2.7M Add +4.1%
MLI Mueller Industries Inc. 0.36% 36,499 $2.7M Reduce -14.8%
ATI Ati Inc. 0.35% 39,977 $2.7M Reduce -12.0%
JPM JPMorgan Chase & Co. 0.34% 12,404 $2.6M Add +1.4%
FIS Fidelity National Info Serv 0.34% 31,201 $2.6M Add +1.3%
IBKR Interactive Brokers Gro Class A 0.34% 18,686 $2.6M Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 4,520 $2.6M Add +2.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.34% 9,164 $2.6M Add +0.6%
ICE Intercontinental Exchange Inc. 0.34% 15,885 $2.6M Add +0.9%
AMT American Tower Corp. 0.33% 10,840 $2.5M Add +1.8%
PAYO Payoneer Global Inc. 0.33% 331,167 $2.5M Reduce -8.8%
ORI Old Republic Intl Corp. 0.33% 70,052 $2.5M Add +1.7%
CAT Caterpillar Inc. 0.32% 6,249 $2.4M Add +2.0%
NTAP Netapp Inc. 0.32% 19,660 $2.4M Reduce -1.1%
ORCL Oracle Corp. 0.32% 14,042 $2.4M Add +0.0%
WM Waste Management Inc. 0.31% 11,249 $2.3M Add +2.1%
TXN Texas Instruments Inc. 0.31% 11,266 $2.3M Add +1.8%
QQQ Invesco QQQ Trust Series 1 0.31% 4,759 $2.3M No change
UNP Union Pacific Corp. 0.30% 9,172 $2.3M Add +2.8%
JBL Jabil Inc. 0.29% 18,301 $2.2M Add +4.6%
BLBD Blue Bird Corp. 0.29% 45,385 $2.2M New
CAH Cardinal Health Inc. 0.28% 19,483 $2.2M Add +1.9%
GOOG Alphabet Inc. Class C 0.28% 12,869 $2.2M Add +155.4%
WMT Walmart Inc. 0.27% 25,573 $2.1M Reduce -0.5%
SW Smurfit Westrock PLC 0.27% 41,494 $2.1M New
FERG Ferguson Enterprises Inc. 0.27% 10,291 $2.0M Add +2.1%
COR Cencora Inc. 0.27% 9,017 $2.0M Add +2.3%
FMB First Trust Managed Municipa 0.26% 37,903 $2.0M Add +7.4%
INGR Ingredion Inc. 0.26% 14,298 $2.0M Add +1.3%
SM SM Energy Co. 0.25% 48,283 $1.9M Add +3.8%
LIN Linde PLC 0.25% 3,937 $1.9M Add +1.9%
FTNT Fortinet Inc. 0.24% 23,835 $1.8M Add +5.2%
HON Honeywell International Inc. 0.24% 8,877 $1.8M Add +2.5%
HIG Hartford Insurance Group Inc. 0.23% 15,088 $1.8M Add +1.2%
XOM Exxon Mobil Corp. 0.23% 15,049 $1.8M Reduce -1.6%
CHRD Chord Energy Corp. 0.21% 12,347 $1.6M Add +5.0%
ELV Elevance Health Inc. 0.21% 3,083 $1.6M Add +2.0%
IDXX Idexx Laboratories Inc. 0.20% 3,055 $1.5M Add +3.6%
NTSX Wisdomtree US Efficient Core 0.18% 28,791 $1.4M Reduce -1.5%
VOO Vanguard S&P 500 ETF 0.17% 2,404 $1.3M Reduce -4.9%
MTUM iShares MSCI USA Momentum Fa 0.16% 6,141 $1.2M Reduce -95.5%
NOG Northern Oil and Gas Inc. 0.13% 27,799 $984K Add +2.2%
IVV iShares Core S&P 500 ETF 0.13% 1,676 $966K Reduce -1.4%
CWB SS SPDR BB Conv Sec ETF 0.12% 11,444 $876K Add +1.1%
IUSG iShares Core S&P U.S. Growth 0.11% 6,152 $811K Add +4.5%
IWF iShares Russell 1000 Growth 0.10% 2,075 $779K Reduce -28.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 6,467 $760K Reduce -76.6%
DGRO iShares Core Dividend Growth 0.10% 12,089 $758K Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.10% 3,649 $723K Add +0.4%
TSLA Tesla Inc. 0.09% 2,730 $714K Reduce -2.7%
BRK.A Berkshire Hathaway Inc. Class A 0.09% 1 $691K No change
FBND Fidelity Total Bond ETF 0.09% 14,550 $680K Reduce -2.3%
PEP Pepsico Inc. 0.08% 3,722 $633K New
META Meta Platforms Inc. Class A 0.08% 1,050 $601K Add +0.1%
VGT Vanguard Info Tech ETF 0.07% 948 $556K No change
IVW iShares S&P 500 Growth ETF 0.07% 5,595 $536K Add +3.2%
EFA iShares MSCI Eafe ETF 0.07% 6,160 $515K Reduce -4.2%
VAL Valaris Ltd. 0.07% 9,174 $511K Add +23.2%
EFAV iShares MSCI Eafe Min Vol Fa 0.07% 6,621 $508K Add +4.3%
V Visa Inc. Class A 0.07% 1,808 $497K Add +0.2%
HYMB SS SPDR N Ice HY Muni ETF 0.06% 17,816 $468K Add +0.6%
NFLX Netflix Inc. 0.06% 644 $457K No change
DVY iShares Select Dividend ETF 0.06% 3,326 $449K Add +0.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 1,114 $428K Reduce -5.9%
WEC WEC Energy Group Inc. 0.05% 4,305 $414K Add +0.9%
HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS 0.05% 16,313 $363K Reduce -20.0%
TRGP Targa Resources Corp. 0.05% 2,442 $361K No change
SDY SS SPDR S&P Dividend ETF 0.05% 2,419 $344K No change
IWM iShares Russell 2000 ETF 0.04% 1,521 $336K Add +0.3%
LCTU iShares U.S. Carbon Transiti 0.04% 5,190 $326K Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 7,792 $309K New
BIO Bio-Rad Laboratories-A 0.04% 906 $303K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.04% 3,575 $296K Add +0.2%
IQLT iShares MSCI International Q 0.04% 7,059 $293K Add +6.4%
LDOS Leidos Holdings Inc. 0.04% 1,749 $285K Add +0.2%
MQY BlackRock Muniyield Quality 0.04% 20,776 $272K Add +1.4%
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.04% 1,338 $267K New
OIA Invesco Municipal Income Opp 0.03% 38,394 $263K Add +0.6%
FMHI First Trust Municipal High I 0.03% 5,155 $255K Reduce -51.9%
LOW Lowe's Cos Inc. 0.03% 915 $248K Add +0.4%
SMH Vaneck Semiconductor ETF 0.03% 928 $228K No change
VTI VG Morningstar TS MKT ETF-US 0.03% 776 $220K Add +0.1%
DSI iShares ESG MSCI KLD 400 ETF 0.03% 2,010 $219K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 472 $217K New
IWD iShares Russell 1000 Value E 0.03% 1,118 $212K New
SCHG Schwab US Large-Cap Growth 0.03% 1,972 $205K Reduce -11.3%
GE General Electric filed as GE AEROSPACE 0.03% 1,076 $203K New
KO The Coca-Cola Co. 0.03% 2,798 $201K New
SCHD Schwab US DVD Equity ETF 0.03% 2,370 $200K New

Portfolio Sells Q2 2024 → Q3 2024
MTUM iShares MSCI USA Momentum Fa Reduce -95.5% 0.16% −3.58
FLTR Vaneck Ig Floating Rate ETF Reduce -46.1% 1.42% −1.43
PFF iShares Preferred & Income S Reduce -29.6% 3.00% −1.37
TFLO iShares Treasury Floating Ra Reduce -68.7% 0.47% −1.16
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.97
TIP iShares Tips Bond ETF Reduce -33.1% 1.21% −0.68
IWY iShares Russell Top 200 Grow Sold out 0.00% −0.62
JAAA Janus Henderson Aaa Clo ETF Reduce -13.7% 1.93% −0.49
VRRM Verra Mobility Corp. Sold out 0.00% −0.36
HPE Hewlett Packard Enterprise Sold out 0.00% −0.35
TJX TJX Companies Inc. Reduce -76.6% 0.10% −0.33
DIOD Diodes Inc. Sold out 0.00% −0.32
DE Deere & Co. Sold out 0.00% −0.29
ON On Semiconductor Sold out 0.00% −0.29
WRK Westrock Co. Sold out 0.00% −0.29
AMD Advanced Micro Devices Sold out 0.00% −0.22
DG Dollar General Corp. Sold out 0.00% −0.21
TDG Transdigm Group Inc. Sold out 0.00% −0.19
FLR Fluor Corp. Sold out 0.00% −0.17
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.6% 3.92% −0.12
FOUR SHIFT4 Payments Inc. Class A Sold out 0.00% −0.11
NVDA Nvidia Corp. Reduce -1.1% 0.53% −0.06
IWF iShares Russell 1000 Growth Reduce -28.3% 0.10% −0.05
NTAP Netapp Inc. Reduce -1.1% 0.32% −0.04
FMHI First Trust Municipal High I Reduce -51.9% 0.03% −0.04
LLY Eli Lilly & Co. Sold out 0.00% −0.03
XSVM Invesco S&P Smallcap Value W Reduce -0.2% 0.72% −0.02
XOM Exxon Mobil Corp. Reduce -1.6% 0.23% −0.02
HNDL Nasdaq 7 Handl Index ETF Reduce -20.0% 0.05% −0.01
VOO Vanguard S&P 500 ETF Reduce -4.9% 0.17% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.9% 0.06% −0.01
ATI Ati Inc. Reduce -12.0% 0.35% −0.01
FBND Fidelity Total Bond ETF Reduce -2.3% 0.09% −0.01
IVV iShares Core S&P 500 ETF Reduce -1.4% 0.13% −0.01
SCHG Schwab US Large-Cap Growth Reduce -11.3% 0.03% −0.00
NTSX Wisdomtree US Efficient Core Reduce -1.5% 0.18% −0.00
EFA iShares MSCI Eafe ETF Reduce -4.2% 0.07% −0.00
TELL Tellurian Inc. Sold out 0.00% −0.00
DGRO iShares Core Dividend Growth Reduce -0.2% 0.10% +0.00
VIGI Vanguard Int Div App Indx FD Reduce -0.3% 3.57% +0.01
MLI Mueller Industries Inc. Reduce -14.8% 0.36% +0.01
BRO Brown & Brown Inc. Reduce -3.2% 0.37% +0.01
TSLA Tesla Inc. Reduce -2.7% 0.09% +0.02
AAPL Apple Inc. Reduce -1.4% 1.78% +0.02
WMT Walmart Inc. Reduce -0.5% 0.27% +0.02
MELI MercadoLibre Inc. Reduce -8.1% 0.57% +0.03
PAYO Payoneer Global Inc. Reduce -8.8% 0.33% +0.04
MSI Motorola Solutions Inc. Reduce -0.4% 0.68% +0.05
HCA HCA Healthcare Inc. Reduce -1.6% 0.37% +0.05
PLTR Palantir Technologies Inc. Class A Reduce -12.2% 0.42% +0.07

Portfolio Buys Q2 2024 → Q3 2024
MBB iShares MBS ETF Add +565.4% 3.40% +2.87
VYM Vanguard High DVD Yield ETF New 1.59% +1.59
XLV SS Health Care Select Sector New 1.17% +1.17
VCLT Vanguard Long-Term Corp. Bond Add +44.5% 3.30% +1.00
XLP SS Consumer Staples Sel Sect New 0.88% +0.88
IEF iShares 7-10 Year Treasury B Add +34.9% 3.25% +0.77
HUBB Hubbell Inc. New 0.56% +0.56
LVHI Franklin International Low V Add +33.8% 2.40% +0.55
CSGP Costar Group Inc. New 0.50% +0.50
RGA Reinsurance Group of America New 0.47% +0.47
TLT iShares 20+ Year Treasury BD Add +17.7% 3.25% +0.46
FLS Flowserve Corp. New 0.45% +0.45
SHY iShares 1-3 Year Treasury Bo Add +45.5% 1.66% +0.45
USMV iShares MSCI USA Min Vol Fac Add +10.2% 4.08% +0.40
BLBD Blue Bird Corp. New 0.29% +0.29
SW Smurfit Westrock PLC New 0.27% +0.27
HSY The Hershey Co. Add +94.0% 0.52% +0.24
HYDB iShares High Yield Systemati Add +58.8% 0.70% +0.24
PDD PDD Holdings Inc. Add +57.2% 0.75% +0.24
MOH Molina Healthcare Inc. Add +65.6% 0.53% +0.23
GOOG Alphabet Inc. Class C Add +155.4% 0.28% +0.15
ACN Accenture PLC Class A Add +35.3% 0.48% +0.15
PCAR Paccar Inc. Add +73.2% 0.42% +0.15
SHW The Sherwin-Williams Co. Add +0.5% 0.63% +0.10
PEP Pepsico Inc. New 0.08% +0.08
HD Home Depot Inc. Add +2.2% 0.62% +0.06
AXP American Express Co. Add +1.0% 0.70% +0.06
CTAS Cintas Corp. Add +2.1% 0.58% +0.06
XLI SS Industrial Select Sector Add +0.9% 1.55% +0.06
GWW WW Grainger Inc. Add +4.0% 0.57% +0.06
FTNT Fortinet Inc. Add +5.2% 0.24% +0.05
XLF SS Financial Select Sector Add +1.6% 1.27% +0.04
IJR iShares Core S&P Small-Cap E Add +1.2% 1.64% +0.04
BAC Bank of America Corp. New 0.04% +0.04
SYY Sysco Corp. Add +3.6% 0.85% +0.04
AMT American Tower Corp. Add +1.8% 0.33% +0.04
IESC Ies Holdings Inc. New 0.04% +0.04
ORCL Oracle Corp. Add +0.0% 0.32% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +13.2% 0.52% +0.03
UNH Unitedhealth Group Inc. Add +0.8% 0.49% +0.03
CAT Caterpillar Inc. Add +2.0% 0.32% +0.03
ICE Intercontinental Exchange Inc. Add +0.9% 0.34% +0.03
MCO Moody's Corp. Add +0.4% 0.64% +0.03
BRK.B Berkshire Hathaway Inc. Class B New 0.03% +0.03
INGR Ingredion Inc. Add +1.3% 0.26% +0.03
HYD Vaneck High Yield Muni ETF Add +10.1% 0.63% +0.03
IWD iShares Russell 1000 Value E New 0.03% +0.03
MUB iShares National Muni Bond E Add +11.4% 0.55% +0.03
GE General Electric New 0.03% +0.03
KO The Coca-Cola Co. New 0.03% +0.03

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