Insight Wealth Strategies, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), Insight Wealth Strategies, LLC reported 171 stock positions worth $848.7 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 Q2 2025, it opened 16 new positions, sold out of 16, added to 87 and reduced 61. The biggest buy was a new position in Dimensional Inflation-Protec (DFIP) and the biggest sale an exit from iShares Convertible Bond ETF (ICVT).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $848.7M (Q3 2025)
- SEC Filing
- 0001749914-25-000006 ↗ filed Oct 6, 2025
Holdings Value
Holdings 171 stocks · $848.7M
| CVX Chevron Corp. | 4.00% | 218,809 | $34.0M | Add +0.6% |
| VCLT Vanguard Long-Term Corp. Bond | 3.58% | 390,926 | $30.4M | Add +2.8% |
| PFF iShares Preferred & Income S | 3.36% | 901,080 | $28.5M | Add +1.9% |
| TLT iShares 20+ Year Treasury BD | 3.31% | 314,160 | $28.1M | Add +3.4% |
| SPMO Invesco S&P 500 Momentum ETF | 3.13% | 219,768 | $26.6M | Reduce -0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.10% | 444,312 | $26.3M | Add +3.2% |
| GSIE Goldman Sachs Activebeta Int | 3.09% | 637,569 | $26.2M | Reduce -6.5% |
| IGLB iShares 10+ Year Inv GR Corp. | 2.80% | 460,559 | $23.7M | Add +3.9% |
| TFLR T Rowe Price Floating RT ETF | 2.77% | 457,209 | $23.5M | Add +9.9% |
| HYDB iShares High Yield Systemati | 2.72% | 481,910 | $23.1M | Add +4.4% |
| LVHI Franklin International Low V | 2.40% | 586,010 | $20.4M | Reduce -18.5% |
| DFIP Dimensional Inflation-Protec | 2.23% | 449,081 | $19.0M | New |
| QUAL iShares MSCI USA Quality Fac | 2.18% | 95,294 | $18.5M | Reduce -33.0% |
| IDMO Invesco S&P International DE | 1.95% | 307,218 | $16.6M | New |
| LRCX Lam Research Corp. | 1.57% | 99,378 | $13.3M | Reduce -7.6% |
| VYM Vanguard High DVD Yield ETF | 1.49% | 89,792 | $12.7M | Reduce -0.2% |
| XLC SS Comm Select Sector SPDR | 1.49% | 106,494 | $12.6M | Reduce -0.1% |
| AVUV Avantis US Small Cap Value | 1.47% | 125,422 | $12.5M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 1.44% | 128,838 | $12.3M | Reduce -7.7% |
| XMMO Invesco S&P Midcap Momentum | 1.43% | 89,697 | $12.1M | Add +0.2% |
| BKLN Invesco Senior Loan ETF | 1.40% | 567,999 | $11.9M | Reduce -35.6% |
| AAPL Apple Inc. | 1.40% | 46,562 | $11.9M | Add +22.7% |
| CDX Simplify High Yield ETF | 1.39% | 514,852 | $11.8M | New |
| XLV SS Health Care Select Sector | 1.38% | 84,306 | $11.7M | New |
| BKGI BNY Mellon GLBL Infra Inc. | 1.15% | 249,815 | $9.7M | Add +4.9% |
| SAMT Strategas Macro Them Opps | 1.07% | 243,384 | $9.1M | Add +0.1% |
| XLK SS Technology Select Sector | 0.97% | 29,277 | $8.3M | Add +1.2% |
| MSFT Microsoft Corp. | 0.96% | 15,772 | $8.2M | Add +0.4% |
| HEZU iShares Currency Hedged MSCI | 0.90% | 181,357 | $7.6M | Reduce -46.7% |
| AXP American Express Co. | 0.90% | 23,004 | $7.6M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.88% | 30,614 | $7.4M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 0.86% | 110,460 | $7.3M | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.81% | 61,526 | $6.9M | Reduce -3.4% |
| PLTR Palantir Technologies Inc. Class A | 0.77% | 35,614 | $6.5M | Reduce -10.8% |
| FIX Comfort Systems USA Inc. | 0.76% | 7,788 | $6.4M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.75% | 28,813 | $6.3M | Add +7.2% |
| STX Seagate Technology Holdings | 0.73% | 26,358 | $6.2M | Reduce -52.2% |
| KLAC KLA Corp. | 0.72% | 5,677 | $6.1M | Reduce -6.7% |
| NVDA Nvidia Corp. | 0.72% | 32,528 | $6.1M | Reduce -5.8% |
| IGOV iShares International Treasu | 0.70% | 138,631 | $5.9M | Add +3.2% |
| LDOS Leidos Holdings Inc. | 0.66% | 29,467 | $5.6M | Add +1.6% |
| IDXX Idexx Laboratories Inc. | 0.64% | 8,540 | $5.5M | Reduce -1.4% |
| COR Cencora Inc. | 0.64% | 17,296 | $5.4M | Add +14.2% |
| JEF Jefferies Financial Group Inc. | 0.63% | 81,769 | $5.3M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.62% | 7,145 | $5.2M | Add +3.5% |
| BKR Baker Hughes Co. | 0.61% | 105,884 | $5.2M | New |
| ORCL Oracle Corp. | 0.61% | 18,290 | $5.1M | Reduce -3.8% |
| HD Home Depot Inc. | 0.60% | 12,642 | $5.1M | Add +1.3% |
| ADP Automatic Data Processing | 0.60% | 17,272 | $5.1M | Add +14.2% |
| AVGO Broadcom Inc. | 0.59% | 15,276 | $5.0M | Reduce -27.1% |
| CEG Constellation Energy | 0.59% | 15,220 | $5.0M | New |
| WFRD Weatherford International PL | 0.59% | 72,814 | $5.0M | New |
| ABT Abbott Laboratories | 0.58% | 36,673 | $4.9M | New |
| MSI Motorola Solutions Inc. | 0.58% | 10,732 | $4.9M | Add +1.5% |
| BAH Booz Allen Hamilton Holdings | 0.57% | 48,360 | $4.8M | Add +24.6% |
| MRK Merck & Co. Inc. | 0.57% | 57,219 | $4.8M | New |
| MCO Moody's Corp. | 0.56% | 10,059 | $4.8M | Add +1.2% |
| SWK Stanley Black & Decker Inc. | 0.56% | 64,249 | $4.8M | New |
| MCK McKesson Corp. | 0.56% | 6,175 | $4.8M | Add +5.4% |
| QCOM Qualcomm Inc. | 0.56% | 28,616 | $4.8M | New |
| CDW CDW Corp. | 0.56% | 29,795 | $4.7M | Add +13.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.56% | 4,978 | $4.7M | Add +13.4% |
| LNG Cheniere Energy Inc. | 0.53% | 19,076 | $4.5M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 6,620 | $4.4M | Reduce -0.7% |
| PCAR Paccar Inc. | 0.52% | 44,566 | $4.4M | Add +0.9% |
| BLBD Blue Bird Corp. | 0.51% | 75,589 | $4.4M | Reduce -4.5% |
| XYZ Block Inc. | 0.50% | 58,643 | $4.2M | Reduce -11.4% |
| INTU Intuit Inc. | 0.49% | 6,092 | $4.2M | Add +85.1% |
| REGN Regeneron Pharmaceuticals | 0.48% | 7,278 | $4.1M | New |
| CTAS Cintas Corp. | 0.48% | 19,716 | $4.0M | Add +0.9% |
| HYD Vaneck High Yield Muni ETF | 0.47% | 79,022 | $4.0M | Add +0.1% |
| MBB iShares MBS ETF | 0.46% | 41,244 | $3.9M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 0.46% | 36,396 | $3.9M | Reduce -0.5% |
| DT Dynatrace Inc. | 0.45% | 79,424 | $3.8M | Add +3.2% |
| PAYO Payoneer Global Inc. | 0.45% | 633,213 | $3.8M | Add +0.8% |
| FLOT iShares Floating Rate Bond E | 0.45% | 74,738 | $3.8M | Reduce -0.1% |
| FTNT Fortinet Inc. | 0.43% | 43,028 | $3.6M | Add +1.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.43% | 72,179 | $3.6M | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.42% | 14,526 | $3.6M | Add +4.3% |
| VRSK Verisk Analytics Inc. | 0.42% | 14,010 | $3.5M | Add +13.6% |
| AMD Advanced Micro Devices | 0.41% | 21,674 | $3.5M | Add +0.0% |
| GDDY GoDaddy Inc. Class A | 0.41% | 25,271 | $3.5M | Add +19.4% |
| JPM JPMorgan Chase & Co. | 0.39% | 10,591 | $3.3M | Reduce -0.1% |
| IEF iShares 7-10 Year Treasury B | 0.37% | 32,796 | $3.2M | Reduce -0.8% |
| IBKR Interactive Brokers Gro Class A | 0.35% | 42,774 | $2.9M | Reduce -7.6% |
| GOOG Alphabet Inc. Class C | 0.35% | 12,047 | $2.9M | Add +0.4% |
| EMB iShares JP Morgan Usd Emergi | 0.33% | 29,750 | $2.8M | Reduce -7.5% |
| JNK SS SPDR BB High Yield Bond | 0.33% | 28,311 | $2.8M | Reduce -6.7% |
| SM SM Energy Co. | 0.32% | 108,074 | $2.7M | Add +0.7% |
| WM Waste Management Inc. | 0.31% | 12,070 | $2.7M | Add +14.0% |
| ORI Old Republic Intl Corp. | 0.30% | 60,542 | $2.6M | Add +3.5% |
| CAH Cardinal Health Inc. | 0.30% | 16,296 | $2.6M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 4,097 | $2.5M | Add +2.3% |
| HIG Hartford Insurance Group Inc. | 0.28% | 17,947 | $2.4M | Add +6.8% |
| WMT Walmart Inc. | 0.23% | 18,910 | $1.9M | Add +1.9% |
| NTSX Wisdomtree US Efficient Core | 0.21% | 33,552 | $1.8M | Add +7.9% |
| XOM Exxon Mobil Corp. | 0.21% | 15,868 | $1.8M | Add +0.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.17% | 5,689 | $1.5M | Reduce -1.7% |
| FMB First Trust Managed Municipa | 0.14% | 24,209 | $1.2M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.14% | 2,709 | $1.2M | Reduce -1.7% |
Portfolio Sells Q2 2025 → Q3 2025
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −2.76 |
| FDN First Trust DJ Internet Ind | Reduce -96.9% | 0.05% | −1.49 |
| QUAL iShares MSCI USA Quality Fac | Reduce -33.0% | 2.18% | −1.11 |
| BKLN Invesco Senior Loan ETF | Reduce -35.6% | 1.40% | −0.93 |
| HEZU iShares Currency Hedged MSCI | Reduce -46.7% | 0.90% | −0.85 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.61 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.60 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.57 |
| LVHI Franklin International Low V | Reduce -18.5% | 2.40% | −0.57 |
| RGA Reinsurance Group of America | Reduce -94.1% | 0.03% | −0.55 |
| ACGL Arch Capital Group Ltd. | Reduce -92.8% | 0.04% | −0.50 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.43 |
| GSIE Goldman Sachs Activebeta Int | Reduce -6.5% | 3.09% | −0.32 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.31 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.31 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.30 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.28 |
| STX Seagate Technology Holdings | Reduce -52.2% | 0.73% | −0.28 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.7% | 1.44% | −0.22 |
| AVGO Broadcom Inc. | Reduce -27.1% | 0.59% | −0.11 |
| XYZ Block Inc. | Reduce -11.4% | 0.50% | −0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -3.4% | 0.81% | −0.07 |
| CLSE Convergence Long/Short Eqy | Sold out | 0.00% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -44.3% | 0.06% | −0.05 |
| JNK SS SPDR BB High Yield Bond | Reduce -6.7% | 0.33% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.5% | 0.33% | −0.04 |
| AXP American Express Co. | Reduce -0.3% | 0.90% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.2% | 1.49% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.3% | 0.43% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -0.1% | 0.45% | −0.03 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.03 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.03 |
| MBB iShares MBS ETF | Reduce -0.4% | 0.46% | −0.03 |
| FMHI First Trust Municipal High I | Sold out | 0.00% | −0.03 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.8% | 0.37% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -0.5% | 0.46% | −0.03 |
| XLF SS Financial Select Sector | Reduce -24.6% | 0.04% | −0.02 |
| IESC Ies Holdings Inc. | Reduce -47.4% | 0.03% | −0.02 |
| BAC Bank of America Corp. | Reduce -34.0% | 0.03% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -7.1% | 0.07% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -8.0% | 0.13% | −0.01 |
| FMB First Trust Managed Municipa | Reduce -1.4% | 0.14% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -2.7% | 0.03% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.3% | 0.07% | −0.00 |
| AVUV Avantis US Small Cap Value | Reduce -0.1% | 1.47% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 0.07% | −0.00 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -11.8% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFIP Dimensional Inflation-Protec | New | 2.23% | +2.23 |
| IDMO Invesco S&P International DE | New | 1.95% | +1.95 |
| CDX Simplify High Yield ETF | New | 1.39% | +1.39 |
| XLV SS Health Care Select Sector | New | 1.38% | +1.38 |
| IEMG iShares Core MSCI Emerging | New | 0.86% | +0.86 |
| BKR Baker Hughes Co. | New | 0.61% | +0.61 |
| CEG Constellation Energy | New | 0.59% | +0.59 |
| WFRD Weatherford International PL | New | 0.59% | +0.59 |
| ABT Abbott Laboratories | New | 0.58% | +0.58 |
| MRK Merck & Co. Inc. | New | 0.57% | +0.57 |
| SWK Stanley Black & Decker Inc. | New | 0.56% | +0.56 |
| QCOM Qualcomm Inc. | New | 0.56% | +0.56 |
| REGN Regeneron Pharmaceuticals | New | 0.48% | +0.48 |
| AAPL Apple Inc. | Add +22.7% | 1.40% | +0.40 |
| INTU Intuit Inc. | Add +85.1% | 0.49% | +0.17 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.2% | 3.10% | +0.14 |
| CAIE Calamos Autocallable Inc. ETF | New | 0.08% | +0.08 |
| HFGM Unltd HFGM Global Macro ETF | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.35% | +0.08 |
| COR Cencora Inc. | Add +14.2% | 0.64% | +0.07 |
| LDOS Leidos Holdings Inc. | Add +1.6% | 0.66% | +0.07 |
| TFLR T Rowe Price Floating RT ETF | Add +9.9% | 2.77% | +0.07 |
| CTA Simplify Managed Futures St | Add +133.6% | 0.10% | +0.06 |
| XLK SS Technology Select Sector | Add +1.2% | 0.97% | +0.05 |
| FLBL Franklin Senior Loan ETF | Add +70.7% | 0.14% | +0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.04% | +0.04 |
| BAH Booz Allen Hamilton Holdings | Add +24.6% | 0.57% | +0.04 |
| AMD Advanced Micro Devices | Add +0.0% | 0.41% | +0.04 |
| SAMT Strategas Macro Them Opps | Add +0.1% | 1.07% | +0.03 |
| IVVW iShares S&P 500 Buywrite ETF | Add +58.4% | 0.09% | +0.03 |
| GLTR Abrdn Precious Metals Basket | Add +37.9% | 0.07% | +0.02 |
| MCK McKesson Corp. | Add +5.4% | 0.56% | +0.02 |
| ORI Old Republic Intl Corp. | Add +3.5% | 0.30% | +0.02 |
| NTSX Wisdomtree US Efficient Core | Add +7.9% | 0.21% | +0.02 |
| HD Home Depot Inc. | Add +1.3% | 0.60% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +14.9% | 0.13% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +6.8% | 0.28% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 0.29% | +0.01 |
| PSMD Pacer Swan Sos Moderate Janu | Add +32.3% | 0.05% | +0.01 |
| MSI Motorola Solutions Inc. | Add +1.5% | 0.58% | +0.01 |
| WM Waste Management Inc. | Add +14.0% | 0.31% | +0.01 |
| GE General Electric | Add +2.3% | 0.04% | +0.01 |
| ADP Automatic Data Processing | Add +14.2% | 0.60% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.11% | +0.00 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.3% | 0.12% | +0.00 |
| CVX Chevron Corp. | Add +0.6% | 4.00% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 0.08% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.04% | +0.00 |
| WEC WEC Energy Group Inc. | Add +1.3% | 0.05% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 0.04% | +0.00 |
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 |