Insight Wealth Strategies, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 3, 2025), Insight Wealth Strategies, LLC reported 158 stock positions worth $742.7 million. Its top holding was Chevron (CVX) at 4.7% of the portfolio, followed by Vanguard Long-Term Corp. Bond (VCLT, 3.9%) and iShares 20+ Year Treasury BD (TLT, 3.7%). Compared with Q4 2024, it opened 14 new positions, sold out of 8, added to 92 and reduced 47. The biggest buy was a new position in iShares 10+ Year Inv GR (IGLB) and the biggest sale Vanguard Int Div App Indx FD (VIGI, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $742.7M (Q1 2025)
- SEC Filing
- 0001749914-25-000003 ↗ filed Apr 3, 2025
Holdings Value
Holdings 158 stocks · $742.7M
| CVX Chevron Corp. | 4.65% | 206,458 | $34.5M | Add +2.7% |
| VCLT Vanguard Long-Term Corp. Bond | 3.85% | 377,142 | $28.6M | Add +18.7% |
| TLT iShares 20+ Year Treasury BD | 3.69% | 300,901 | $27.4M | Add +14.4% |
| GSIE Goldman Sachs Activebeta Int | 3.54% | 738,185 | $26.3M | Reduce -3.3% |
| IEF iShares 7-10 Year Treasury B | 3.36% | 261,912 | $25.0M | Add +1.5% |
| PFF iShares Preferred & Income S | 3.28% | 793,921 | $24.4M | Add +16.9% |
| QUAL iShares MSCI USA Quality Fac | 3.24% | 140,884 | $24.1M | Reduce -5.0% |
| LVHI Franklin International Low V | 3.13% | 718,863 | $23.3M | Add +18.4% |
| IGLB iShares 10+ Year Inv GR Corp. | 2.96% | 438,327 | $22.0M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.80% | 426,495 | $20.8M | New |
| SPMO Invesco S&P 500 Momentum ETF | 2.76% | 221,372 | $20.5M | New |
| JAAA Janus Henderson Aaa Clo ETF | 2.50% | 365,615 | $18.5M | Add +21.9% |
| BKLN Invesco Senior Loan ETF | 2.44% | 876,214 | $18.1M | Add +25.9% |
| HEZU iShares Currency Hedged MSCI | 1.80% | 343,616 | $13.4M | New |
| USMV iShares MSCI USA Min Vol Fac | 1.77% | 140,419 | $13.2M | Reduce -59.1% |
| VYM Vanguard High DVD Yield ETF | 1.58% | 91,139 | $11.8M | Reduce -5.6% |
| TIP iShares Tips Bond ETF | 1.50% | 100,070 | $11.1M | Add +17.3% |
| HYDB iShares High Yield Systemati | 1.46% | 230,917 | $10.9M | Add +99.1% |
| ICVT iShares Convertible Bond ETF | 1.45% | 128,760 | $10.8M | Add +1.2% |
| XOP SS SPDR S&P Og Exp & Prod | 1.41% | 79,383 | $10.5M | Add +24.2% |
| AVUV Avantis US Small Cap Value | 1.40% | 119,616 | $10.4M | Reduce -2.2% |
| XMMO Invesco S&P Midcap Momentum | 1.35% | 88,045 | $10.0M | New |
| XLF SS Financial Select Sector | 1.26% | 187,183 | $9.3M | Reduce -10.9% |
| FDN First Trust DJ Internet Ind | 1.12% | 37,537 | $8.3M | Add +8.1% |
| AAPL Apple Inc. | 1.11% | 37,010 | $8.2M | Reduce -2.6% |
| XLY SS Consumer Disc Select Sect | 1.10% | 41,333 | $8.2M | Reduce -15.5% |
| LRCX Lam Research Corp. | 1.04% | 105,771 | $7.7M | Add +2.0% |
| GLTR Abrdn Precious Metals Basket | 0.99% | 56,955 | $7.4M | Reduce -1.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.96% | 65,429 | $7.1M | Reduce -75.2% |
| AXP American Express Co. | 0.84% | 23,123 | $6.2M | Add +23.3% |
| COR Cencora Inc. | 0.75% | 19,972 | $5.6M | Reduce -1.4% |
| MCK McKesson Corp. | 0.72% | 7,905 | $5.3M | Reduce -6.1% |
| AMZN Amazon.com Inc. | 0.69% | 27,006 | $5.1M | Reduce -2.9% |
| ADP Automatic Data Processing | 0.66% | 16,055 | $4.9M | Add +0.4% |
| MSFT Microsoft Corp. | 0.64% | 12,648 | $4.7M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.63% | 30,375 | $4.7M | Reduce -4.0% |
| LNG Cheniere Energy Inc. | 0.63% | 20,161 | $4.7M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.62% | 14,841 | $4.6M | Add +1.7% |
| MCO Moody's Corp. | 0.62% | 9,889 | $4.6M | Reduce -0.2% |
| SYY Sysco Corp. | 0.61% | 60,740 | $4.6M | Add +1.1% |
| BRO Brown & Brown Inc. | 0.61% | 36,524 | $4.5M | Add +39.3% |
| ACGL Arch Capital Group Ltd. | 0.60% | 46,600 | $4.5M | Add +8.5% |
| RGA Reinsurance Group of America | 0.60% | 22,709 | $4.5M | Add +12.7% |
| MSI Motorola Solutions Inc. | 0.60% | 10,207 | $4.5M | Add +1.4% |
| CTAS Cintas Corp. | 0.59% | 21,479 | $4.4M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.59% | 12,622 | $4.4M | Add +1.2% |
| HSY The Hershey Co. | 0.58% | 25,259 | $4.3M | Add +2.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.58% | 4,370 | $4.3M | Add +1.0% |
| HD Home Depot Inc. | 0.57% | 11,608 | $4.3M | Add +1.0% |
| IDXX Idexx Laboratories Inc. | 0.56% | 9,992 | $4.2M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.56% | 24,965 | $4.2M | Reduce -1.8% |
| FTNT Fortinet Inc. | 0.55% | 42,372 | $4.1M | Reduce -0.9% |
| FLOT iShares Floating Rate Bond E | 0.54% | 79,245 | $4.0M | Reduce -1.6% |
| MBB iShares MBS ETF | 0.54% | 42,464 | $4.0M | Reduce -85.5% |
| HYD Vaneck High Yield Muni ETF | 0.53% | 77,445 | $4.0M | Add +5.4% |
| KLAC KLA Corp. | 0.53% | 5,821 | $4.0M | Add +1.3% |
| HUBB Hubbell Inc. | 0.53% | 11,901 | $3.9M | Add +16.6% |
| MUB iShares National Muni Bond E | 0.52% | 36,688 | $3.9M | Add +4.7% |
| PCAR Paccar Inc. | 0.52% | 39,538 | $3.8M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 6,624 | $3.7M | Add +1.0% |
| NVDA Nvidia Corp. | 0.49% | 33,728 | $3.7M | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.49% | 73,647 | $3.7M | Add +2.7% |
| STX Seagate Technology Holdings | 0.48% | 42,374 | $3.6M | Add +3.2% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 42,244 | $3.6M | Reduce -43.2% |
| META Meta Platforms Inc. Class A | 0.48% | 6,176 | $3.6M | Add +478.8% |
| XYZ Block Inc. | 0.48% | 65,455 | $3.6M | Add +42.0% |
| LW Lamb Weston Holdings Inc. | 0.47% | 65,076 | $3.5M | Add +5.0% |
| ACN Accenture PLC Class A | 0.46% | 10,915 | $3.4M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.45% | 6,336 | $3.3M | Add +2.3% |
| CDW CDW Corp. | 0.44% | 20,577 | $3.3M | Add +4.1% |
| JEF Jefferies Financial Group Inc. | 0.43% | 60,109 | $3.2M | Add +7.5% |
| EMB iShares JP Morgan Usd Emergi | 0.42% | 34,615 | $3.1M | Reduce -1.9% |
| JNK SS SPDR BB High Yield Bond | 0.41% | 32,234 | $3.1M | Reduce -1.0% |
| BAH Booz Allen Hamilton Holdings | 0.40% | 28,470 | $3.0M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 0.40% | 12,042 | $3.0M | Reduce -2.3% |
| ORI Old Republic Intl Corp. | 0.37% | 69,235 | $2.7M | Add +3.6% |
| WM Waste Management Inc. | 0.36% | 11,655 | $2.7M | Add +0.4% |
| PAYO Payoneer Global Inc. | 0.36% | 368,599 | $2.7M | Add +25.1% |
| CAH Cardinal Health Inc. | 0.36% | 19,527 | $2.7M | Reduce -1.4% |
| BLBD Blue Bird Corp. | 0.35% | 81,379 | $2.6M | Add +36.5% |
| ORCL Oracle Corp. | 0.35% | 18,818 | $2.6M | Add +54.5% |
| FIX Comfort Systems USA Inc. | 0.34% | 7,832 | $2.5M | New |
| ICE Intercontinental Exchange Inc. | 0.34% | 14,533 | $2.5M | Add +0.0% |
| SM SM Energy Co. | 0.33% | 82,108 | $2.5M | Add +60.7% |
| AMT American Tower Corp. | 0.33% | 11,253 | $2.4M | Add +1.8% |
| IBKR Interactive Brokers Gro Class A | 0.32% | 14,479 | $2.4M | Reduce -4.1% |
| UNP Union Pacific Corp. | 0.32% | 9,994 | $2.4M | Add +1.1% |
| AMD Advanced Micro Devices | 0.30% | 21,677 | $2.2M | New |
| FIS Fidelity National Info Serv | 0.30% | 29,767 | $2.2M | Add +2.1% |
| TXN Texas Instruments Inc. | 0.30% | 12,323 | $2.2M | Add +1.7% |
| CAT Caterpillar Inc. | 0.29% | 6,441 | $2.1M | Add +0.5% |
| HON Honeywell International Inc. | 0.27% | 9,324 | $2.0M | Add +1.6% |
| LIN Linde PLC | 0.26% | 4,120 | $1.9M | Add +1.4% |
| WMT Walmart Inc. | 0.25% | 21,549 | $1.9M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.25% | 15,901 | $1.9M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 4,020 | $1.9M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.25% | 11,876 | $1.9M | Reduce -7.7% |
| HIG Hartford Insurance Group Inc. | 0.24% | 14,634 | $1.8M | Add +0.2% |
| NOG Northern Oil and Gas Inc. | 0.23% | 55,530 | $1.7M | Add +94.5% |
| NTSX Wisdomtree US Efficient Core | 0.20% | 32,793 | $1.5M | Add +0.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VIGI Vanguard Int Div App Indx FD | Reduce -97.6% | 0.09% | −3.27 |
| MBB iShares MBS ETF | Reduce -85.5% | 0.54% | −3.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -75.2% | 0.96% | −2.82 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -59.1% | 1.77% | −2.32 |
| IJR iShares Core S&P Small-Cap E | Reduce -94.0% | 0.09% | −1.55 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.87 |
| XSVM Invesco S&P Smallcap Value W | Sold out | 0.00% | −0.75 |
| FYLD Cambria Foreign Shareholder | Sold out | 0.00% | −0.72 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.55 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.52 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.50 |
| XLY SS Consumer Disc Select Sect | Reduce -15.5% | 1.10% | −0.37 |
| MLI Mueller Industries Inc. | Reduce -92.0% | 0.03% | −0.37 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.0% | 3.24% | −0.30 |
| PLTR Palantir Technologies Inc. Class A | Reduce -43.2% | 0.48% | −0.27 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.56% | −0.23 |
| AVUV Avantis US Small Cap Value | Reduce -2.2% | 1.40% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 0.63% | −0.17 |
| AAPL Apple Inc. | Reduce -2.6% | 1.11% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.69% | −0.13 |
| XLF SS Financial Select Sector | Reduce -10.9% | 1.26% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 0.25% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.6% | 1.58% | −0.07 |
| PEP Pepsico Inc. | Reduce -49.1% | 0.04% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -35.9% | 0.06% | −0.04 |
| IBKR Interactive Brokers Gro Class A | Reduce -4.1% | 0.32% | −0.04 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.25% | −0.03 |
| WMT Walmart Inc. | Reduce -1.9% | 0.25% | −0.01 |
| MCO Moody's Corp. | Reduce -0.2% | 0.62% | −0.01 |
| FMHI First Trust Municipal High I | Reduce -15.1% | 0.03% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -1.6% | 0.54% | −0.00 |
| BAC Bank of America Corp. | Reduce -3.8% | 0.04% | −0.00 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.1% | 0.16% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Reduce -1.0% | 0.41% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -1.2% | 0.04% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.0% | 0.03% | −0.00 |
| FMB First Trust Managed Municipa | Reduce -0.3% | 0.17% | −0.00 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.10% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -1.0% | 0.10% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.9% | 0.42% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 0.40% | +0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -6.0% | 0.06% | +0.00 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.08% | +0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -1.0% | 0.56% | +0.01 |
| FTNT Fortinet Inc. | Reduce -0.9% | 0.55% | +0.01 |
| V Visa Inc. Class A | Reduce -1.0% | 0.09% | +0.01 |
| LNG Cheniere Energy Inc. | Reduce -2.8% | 0.63% | +0.03 |
| CAH Cardinal Health Inc. | Reduce -1.4% | 0.36% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| IGLB iShares 10+ Year Inv GR Corp. | New | 2.96% | +2.96 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 2.80% | +2.80 |
| SPMO Invesco S&P 500 Momentum ETF | New | 2.76% | +2.76 |
| HEZU iShares Currency Hedged MSCI | New | 1.80% | +1.80 |
| XMMO Invesco S&P Midcap Momentum | New | 1.35% | +1.35 |
| CVX Chevron Corp. | Add +2.7% | 4.65% | +0.75 |
| HYDB iShares High Yield Systemati | Add +99.1% | 1.46% | +0.73 |
| VCLT Vanguard Long-Term Corp. Bond | Add +18.7% | 3.85% | +0.67 |
| LVHI Franklin International Low V | Add +18.4% | 3.13% | +0.65 |
| TLT iShares 20+ Year Treasury BD | Add +14.4% | 3.69% | +0.61 |
| BKLN Invesco Senior Loan ETF | Add +25.9% | 2.44% | +0.48 |
| JAAA Janus Henderson Aaa Clo ETF | Add +21.9% | 2.50% | +0.46 |
| PFF iShares Preferred & Income S | Add +16.9% | 3.28% | +0.42 |
| META Meta Platforms Inc. Class A | Add +478.8% | 0.48% | +0.40 |
| FIX Comfort Systems USA Inc. | New | 0.34% | +0.34 |
| AMD Advanced Micro Devices | New | 0.30% | +0.30 |
| TIP iShares Tips Bond ETF | Add +17.3% | 1.50% | +0.28 |
| XOP SS SPDR S&P Og Exp & Prod | Add +24.2% | 1.41% | +0.27 |
| BRO Brown & Brown Inc. | Add +39.3% | 0.61% | +0.25 |
| IEF iShares 7-10 Year Treasury B | Add +1.5% | 3.36% | +0.16 |
| AMGN Amgen Inc. | Add +1.7% | 0.62% | +0.11 |
| AXP American Express Co. | Add +23.3% | 0.84% | +0.09 |
| PAAA Pgim Aaa Clo ETF | Add +142.2% | 0.14% | +0.08 |
| NOG Northern Oil and Gas Inc. | Add +94.5% | 0.23% | +0.08 |
| ORCL Oracle Corp. | Add +54.5% | 0.35% | +0.08 |
| ACGL Arch Capital Group Ltd. | Add +8.5% | 0.60% | +0.07 |
| SM SM Energy Co. | Add +60.7% | 0.33% | +0.07 |
| AMT American Tower Corp. | Add +1.8% | 0.33% | +0.06 |
| WM Waste Management Inc. | Add +0.4% | 0.36% | +0.05 |
| SAMT Strategas Macro Them Opps | New | 0.05% | +0.05 |
| KLAC KLA Corp. | Add +1.3% | 0.53% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +0.0% | 0.34% | +0.05 |
| BLBD Blue Bird Corp. | Add +36.5% | 0.35% | +0.05 |
| ORI Old Republic Intl Corp. | Add +3.6% | 0.37% | +0.04 |
| IVVW iShares S&P 500 Buywrite ETF | New | 0.04% | +0.04 |
| FLBL Franklin Senior Loan ETF | New | 0.04% | +0.04 |
| ADP Automatic Data Processing | Add +0.4% | 0.66% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +2.0% | 1.04% | +0.03 |
| LIN Linde PLC | Add +1.4% | 0.26% | +0.03 |
| PSMD Pacer Swan Sos Moderate Janu | New | 0.03% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| HIG Hartford Insurance Group Inc. | Add +0.2% | 0.24% | +0.03 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.25% | +0.03 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +2.3% | 0.45% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +1.2% | 0.59% | +0.03 |
| RGA Reinsurance Group of America | Add +12.7% | 0.60% | +0.02 |
| HSY The Hershey Co. | Add +2.9% | 0.58% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +5.4% | 0.53% | +0.02 |
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 |