Insight Wealth Strategies, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Insight Wealth Strategies, LLC reported 171 stock positions worth $791.7 million. Its top holding was Chevron (CVX) at 4.0% of the portfolio, followed by Vanguard Long-Term Corp. Bond (VCLT, 3.6%) and iShares Preferred & Income S (PFF, 3.4%). Compared with Q1 2025, it opened 22 new positions, sold out of 9, added to 90 and reduced 55. The biggest buy was a new position in T Rowe Price Floating RT ETF (TFLR) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $791.7M (Q2 2025)
- SEC Filing
- 0001749914-25-000004 ↗ filed Jul 7, 2025
Holdings Value
Holdings 171 stocks · $791.7M
| CVX Chevron Corp. | 4.00% | 217,541 | $31.7M | Add +5.4% |
| VCLT Vanguard Long-Term Corp. Bond | 3.64% | 380,395 | $28.8M | Add +0.9% |
| PFF iShares Preferred & Income S | 3.43% | 884,451 | $27.1M | Add +11.4% |
| GSIE Goldman Sachs Activebeta Int | 3.41% | 681,505 | $27.0M | Reduce -7.7% |
| TLT iShares 20+ Year Treasury BD | 3.38% | 303,716 | $26.8M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 3.30% | 142,254 | $26.1M | Add +1.0% |
| SPMO Invesco S&P 500 Momentum ETF | 3.09% | 221,074 | $24.5M | Reduce -0.1% |
| LVHI Franklin International Low V | 2.97% | 718,824 | $23.5M | Reduce -0.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.95% | 430,391 | $23.4M | Add +0.9% |
| IGLB iShares 10+ Year Inv GR Corp. | 2.81% | 443,328 | $22.2M | Add +1.1% |
| ICVT iShares Convertible Bond ETF | 2.76% | 245,103 | $21.9M | Add +90.4% |
| HYDB iShares High Yield Systemati | 2.75% | 461,563 | $21.8M | Add +99.9% |
| TFLR T Rowe Price Floating RT ETF | 2.71% | 416,019 | $21.4M | New |
| BKLN Invesco Senior Loan ETF | 2.33% | 882,447 | $18.5M | Add +0.7% |
| HEZU iShares Currency Hedged MSCI | 1.75% | 340,147 | $13.9M | Reduce -1.0% |
| USMV iShares MSCI USA Min Vol Fac | 1.66% | 139,642 | $13.2M | Reduce -0.6% |
| FDN First Trust DJ Internet Ind | 1.54% | 45,727 | $12.2M | Add +21.8% |
| VYM Vanguard High DVD Yield ETF | 1.53% | 89,936 | $12.1M | Reduce -1.3% |
| AVUV Avantis US Small Cap Value | 1.48% | 125,602 | $11.7M | Add +5.0% |
| XMMO Invesco S&P Midcap Momentum | 1.46% | 89,549 | $11.5M | Add +1.7% |
| XLC SS Comm Select Sector SPDR | 1.45% | 106,578 | $11.5M | New |
| LRCX Lam Research Corp. | 1.32% | 107,553 | $10.4M | Add +1.7% |
| BKGI BNY Mellon GLBL Infra Inc. | 1.17% | 238,154 | $9.2M | New |
| SAMT Strategas Macro Them Opps | 1.04% | 243,224 | $8.2M | Add +1910.5% |
| STX Seagate Technology Holdings | 1.01% | 55,136 | $8.0M | Add +30.1% |
| AAPL Apple Inc. | 1.00% | 37,946 | $7.9M | Add +2.5% |
| MSFT Microsoft Corp. | 0.98% | 15,716 | $7.7M | Add +24.3% |
| AXP American Express Co. | 0.94% | 23,085 | $7.4M | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.92% | 28,942 | $7.3M | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.88% | 63,665 | $7.0M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.75% | 26,884 | $5.9M | Reduce -0.5% |
| IGOV iShares International Treasu | 0.73% | 134,359 | $5.8M | New |
| AVGO Broadcom Inc. | 0.70% | 20,943 | $5.5M | Reduce -16.1% |
| KLAC KLA Corp. | 0.69% | 6,086 | $5.5M | Add +4.5% |
| GOOGL Alphabet Inc. Class A | 0.68% | 30,776 | $5.4M | Add +1.3% |
| NVDA Nvidia Corp. | 0.67% | 34,539 | $5.3M | Add +2.4% |
| PLTR Palantir Technologies Inc. Class A | 0.66% | 39,918 | $5.2M | Reduce -5.5% |
| MCO Moody's Corp. | 0.63% | 9,942 | $5.0M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.63% | 6,905 | $5.0M | Add +11.8% |
| CTVA Corteva Inc. | 0.61% | 64,038 | $4.8M | New |
| CDW CDW Corp. | 0.60% | 26,164 | $4.7M | Add +27.1% |
| SYY Sysco Corp. | 0.60% | 61,246 | $4.7M | Add +0.8% |
| IDXX Idexx Laboratories Inc. | 0.59% | 8,660 | $4.7M | Reduce -13.3% |
| ADP Automatic Data Processing | 0.59% | 15,130 | $4.7M | Reduce -5.8% |
| LDOS Leidos Holdings Inc. | 0.59% | 28,992 | $4.7M | Add +1290.5% |
| HD Home Depot Inc. | 0.59% | 12,482 | $4.7M | Add +7.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.58% | 4,390 | $4.6M | Add +0.5% |
| RGA Reinsurance Group of America | 0.58% | 22,984 | $4.6M | Add +1.2% |
| JEF Jefferies Financial Group Inc. | 0.58% | 82,194 | $4.6M | Add +36.7% |
| SHW The Sherwin-Williams Co. | 0.57% | 12,736 | $4.5M | Add +0.9% |
| XYZ Block Inc. | 0.57% | 66,220 | $4.5M | Add +1.2% |
| MSI Motorola Solutions Inc. | 0.57% | 10,574 | $4.5M | Add +3.6% |
| COR Cencora Inc. | 0.56% | 15,146 | $4.5M | Reduce -24.2% |
| LNG Cheniere Energy Inc. | 0.56% | 18,693 | $4.4M | Reduce -7.3% |
| CTAS Cintas Corp. | 0.55% | 19,533 | $4.4M | Reduce -9.1% |
| PCAR Paccar Inc. | 0.55% | 44,150 | $4.3M | Add +11.7% |
| FTNT Fortinet Inc. | 0.55% | 42,271 | $4.3M | Reduce -0.2% |
| PAYO Payoneer Global Inc. | 0.55% | 628,247 | $4.3M | Add +70.4% |
| ACGL Arch Capital Group Ltd. | 0.54% | 46,656 | $4.3M | Add +0.1% |
| MCK McKesson Corp. | 0.54% | 5,861 | $4.3M | Reduce -25.9% |
| ACN Accenture PLC Class A | 0.53% | 13,931 | $4.2M | Add +27.6% |
| DT Dynatrace Inc. | 0.53% | 76,971 | $4.2M | New |
| BAH Booz Allen Hamilton Holdings | 0.53% | 38,816 | $4.2M | Add +36.3% |
| ORCL Oracle Corp. | 0.53% | 19,010 | $4.2M | Add +1.0% |
| FIX Comfort Systems USA Inc. | 0.52% | 7,918 | $4.1M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 6,665 | $4.1M | Add +0.6% |
| HYD Vaneck High Yield Muni ETF | 0.50% | 78,924 | $4.0M | Add +1.9% |
| MBB iShares MBS ETF | 0.49% | 41,413 | $3.9M | Reduce -2.5% |
| VRSK Verisk Analytics Inc. | 0.49% | 12,334 | $3.9M | New |
| MUB iShares National Muni Bond E | 0.48% | 36,566 | $3.8M | Reduce -0.3% |
| FLOT iShares Floating Rate Bond E | 0.48% | 74,819 | $3.8M | Reduce -5.6% |
| GDDY GoDaddy Inc. Class A | 0.48% | 21,164 | $3.8M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.46% | 73,842 | $3.6M | Add +0.3% |
| BLBD Blue Bird Corp. | 0.44% | 79,194 | $3.5M | Reduce -2.7% |
| ICE Intercontinental Exchange Inc. | 0.43% | 18,720 | $3.4M | Add +28.8% |
| IEF iShares 7-10 Year Treasury B | 0.40% | 33,065 | $3.2M | Reduce -87.4% |
| JPM JPMorgan Chase & Co. | 0.39% | 10,604 | $3.1M | Reduce -11.9% |
| EMB iShares JP Morgan Usd Emergi | 0.38% | 32,156 | $3.0M | Reduce -7.1% |
| AMD Advanced Micro Devices | 0.37% | 21,668 | $2.9M | Reduce -0.0% |
| JNK SS SPDR BB High Yield Bond | 0.37% | 30,344 | $2.9M | Reduce -5.9% |
| SM SM Energy Co. | 0.35% | 107,381 | $2.8M | Add +30.8% |
| CAH Cardinal Health Inc. | 0.33% | 15,920 | $2.6M | Reduce -18.5% |
| IBKR Interactive Brokers Gro Class A | 0.33% | 46,273 | $2.6M | Reduce -20.1% |
| INTU Intuit Inc. | 0.32% | 3,291 | $2.6M | New |
| FIS Fidelity National Info Serv | 0.31% | 29,826 | $2.5M | Add +0.2% |
| UNP Union Pacific Corp. | 0.31% | 10,308 | $2.4M | Add +3.1% |
| WM Waste Management Inc. | 0.31% | 10,588 | $2.4M | Reduce -9.2% |
| AMT American Tower Corp. | 0.30% | 10,664 | $2.4M | Reduce -5.2% |
| ORI Old Republic Intl Corp. | 0.28% | 58,514 | $2.2M | Reduce -15.5% |
| HON Honeywell International Inc. | 0.28% | 9,374 | $2.2M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 4,004 | $2.2M | Reduce -0.4% |
| HIG Hartford Insurance Group Inc. | 0.27% | 16,800 | $2.1M | Add +14.8% |
| GOOG Alphabet Inc. Class C | 0.27% | 11,996 | $2.1M | Add +1.0% |
| WMT Walmart Inc. | 0.23% | 18,561 | $1.8M | Reduce -13.9% |
| XOM Exxon Mobil Corp. | 0.22% | 15,761 | $1.7M | Reduce -0.9% |
| NTSX Wisdomtree US Efficient Core | 0.20% | 31,093 | $1.6M | Reduce -5.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.17% | 5,790 | $1.4M | Add +0.1% |
| FMB First Trust Managed Municipa | 0.15% | 24,547 | $1.2M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,798 | $1.1M | Add +4.2% |
| PAAA Pgim Aaa Clo ETF | 0.12% | 18,406 | $943K | Reduce -11.5% |
Portfolio Sells Q1 2025 → Q2 2025
| IEF iShares 7-10 Year Treasury B | Reduce -87.4% | 0.40% | −2.96 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -96.8% | 0.07% | −2.42 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −1.50 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -97.8% | 0.03% | −1.38 |
| XLF SS Financial Select Sector | Reduce -95.0% | 0.06% | −1.19 |
| XLY SS Consumer Disc Select Sect | Reduce -97.7% | 0.03% | −1.07 |
| GLTR Abrdn Precious Metals Basket | Reduce -95.5% | 0.04% | −0.95 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.62 |
| BRO Brown & Brown Inc. | Reduce -94.4% | 0.03% | −0.58 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.58 |
| HUBB Hubbell Inc. | Reduce -95.5% | 0.03% | −0.50 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.47 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.45 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.29 |
| TXN Texas Instruments Inc. | Reduce -88.5% | 0.04% | −0.26 |
| LIN Linde PLC | Sold out | 0.00% | −0.26 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.23 |
| COR Cencora Inc. | Reduce -24.2% | 0.56% | −0.18 |
| MCK McKesson Corp. | Reduce -25.9% | 0.54% | −0.18 |
| LVHI Franklin International Low V | Reduce -0.0% | 2.97% | −0.16 |
| GSIE Goldman Sachs Activebeta Int | Reduce -7.7% | 3.41% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 1.66% | −0.11 |
| ORI Old Republic Intl Corp. | Reduce -15.5% | 0.28% | −0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.7% | 0.88% | −0.08 |
| LNG Cheniere Energy Inc. | Reduce -7.3% | 0.56% | −0.07 |
| ADP Automatic Data Processing | Reduce -5.8% | 0.59% | −0.07 |
| FLOT iShares Floating Rate Bond E | Reduce -5.6% | 0.48% | −0.06 |
| WM Waste Management Inc. | Reduce -9.2% | 0.31% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 1.53% | −0.05 |
| HEZU iShares Currency Hedged MSCI | Reduce -1.0% | 1.75% | −0.05 |
| MBB iShares MBS ETF | Reduce -2.5% | 0.49% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.1% | 0.38% | −0.05 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.04 |
| JNK SS SPDR BB High Yield Bond | Reduce -5.9% | 0.37% | −0.04 |
| CTAS Cintas Corp. | Reduce -9.1% | 0.55% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -0.3% | 0.48% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.22% | −0.04 |
| CAH Cardinal Health Inc. | Reduce -18.5% | 0.33% | −0.03 |
| AMT American Tower Corp. | Reduce -5.2% | 0.30% | −0.03 |
| PAAA Pgim Aaa Clo ETF | Reduce -11.5% | 0.12% | −0.02 |
| WMT Walmart Inc. | Reduce -13.9% | 0.23% | −0.02 |
| CLSE Convergence Long/Short Eqy | Reduce -15.5% | 0.07% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -11.9% | 0.39% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -1.6% | 0.05% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 0.09% | −0.00 |
| NTSX Wisdomtree US Efficient Core | Reduce -5.2% | 0.20% | −0.00 |
| FTNT Fortinet Inc. | Reduce -0.2% | 0.55% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 0.10% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.8% | 0.06% | −0.00 |
| MLI Mueller Industries Inc. | Reduce -2.4% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| TFLR T Rowe Price Floating RT ETF | New | 2.71% | +2.71 |
| XLC SS Comm Select Sector SPDR | New | 1.45% | +1.45 |
| ICVT iShares Convertible Bond ETF | Add +90.4% | 2.76% | +1.31 |
| HYDB iShares High Yield Systemati | Add +99.9% | 2.75% | +1.29 |
| BKGI BNY Mellon GLBL Infra Inc. | New | 1.17% | +1.17 |
| SAMT Strategas Macro Them Opps | Add +1910.5% | 1.04% | +0.99 |
| XLK SS Technology Select Sector | New | 0.92% | +0.92 |
| IGOV iShares International Treasu | New | 0.73% | +0.73 |
| CTVA Corteva Inc. | New | 0.61% | +0.61 |
| LDOS Leidos Holdings Inc. | Add +1290.5% | 0.59% | +0.55 |
| DT Dynatrace Inc. | New | 0.53% | +0.53 |
| STX Seagate Technology Holdings | Add +30.1% | 1.01% | +0.53 |
| VRSK Verisk Analytics Inc. | New | 0.49% | +0.49 |
| GDDY GoDaddy Inc. Class A | New | 0.48% | +0.48 |
| FDN First Trust DJ Internet Ind | Add +21.8% | 1.54% | +0.41 |
| MSFT Microsoft Corp. | Add +24.3% | 0.98% | +0.34 |
| INTU Intuit Inc. | New | 0.32% | +0.32 |
| LRCX Lam Research Corp. | Add +1.7% | 1.32% | +0.28 |
| PAYO Payoneer Global Inc. | Add +70.4% | 0.55% | +0.18 |
| FIX Comfort Systems USA Inc. | Add +1.1% | 0.52% | +0.18 |
| NVDA Nvidia Corp. | Add +2.4% | 0.67% | +0.18 |
| ORCL Oracle Corp. | Add +1.0% | 0.53% | +0.17 |
| KLAC KLA Corp. | Add +4.5% | 0.69% | +0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +0.9% | 2.95% | +0.15 |
| CDW CDW Corp. | Add +27.1% | 0.60% | +0.15 |
| META Meta Platforms Inc. Class A | Add +11.8% | 0.63% | +0.15 |
| JEF Jefferies Financial Group Inc. | Add +36.7% | 0.58% | +0.14 |
| PFF iShares Preferred & Income S | Add +11.4% | 3.43% | +0.14 |
| BAH Booz Allen Hamilton Holdings | Add +36.3% | 0.53% | +0.13 |
| XMMO Invesco S&P Midcap Momentum | Add +1.7% | 1.46% | +0.11 |
| ICE Intercontinental Exchange Inc. | Add +28.8% | 0.43% | +0.09 |
| XYZ Block Inc. | Add +1.2% | 0.57% | +0.09 |
| ACN Accenture PLC Class A | Add +27.6% | 0.53% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +5.0% | 1.48% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +1.0% | 3.30% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.68% | +0.05 |
| FLBL Franklin Senior Loan ETF | Add +133.2% | 0.09% | +0.05 |
| IAGG iShares Intl Aggregate Bond | New | 0.05% | +0.05 |
| EUHY iShares Euro High Yield Corp. | New | 0.04% | +0.04 |
| CTA Simplify Managed Futures St | New | 0.04% | +0.04 |
| PICB Invesco International Corpor | New | 0.04% | +0.04 |
| GLD SPDR Gold Shares | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +40.3% | 0.11% | +0.03 |
| VEA Vanguard Ftse Developed ETF | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| IPKW Invesco International Buybac | New | 0.03% | +0.03 |
| DWMF Wisdomtree International Mul | New | 0.03% | +0.03 |
| PCAR Paccar Inc. | Add +11.7% | 0.55% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
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 |