Insight Wealth Strategies, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 2, 2026), Insight Wealth Strategies, LLC reported 171 stock positions worth $872.1 million. Its top holding was Chevron (CVX) at 3.8% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 3.5%) and Vanguard Long-Term Corp. Bond (VCLT, 3.5%). Compared with Q3 2025, it opened 15 new positions, sold out of 15, added to 102 and reduced 52. The biggest buy was Ishr Ibx Usd Invgd CB ETF-Ui (LQD, shares +350%) and the biggest sale an exit from iShares High Yield Systemati (HYDB).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $872.1M (Q4 2025)
- SEC Filing
- 0001749914-26-000001 ↗ filed Jan 2, 2026
Holdings Value
Holdings 171 stocks · $872.1M
| CVX Chevron Corp. | 3.84% | 219,858 | $33.5M | Add +0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.50% | 276,655 | $30.5M | Add +349.7% |
| VCLT Vanguard Long-Term Corp. Bond | 3.47% | 398,650 | $30.2M | Add +2.0% |
| TLT iShares 20+ Year Treasury BD | 3.21% | 320,946 | $28.0M | Add +2.2% |
| GSIE Goldman Sachs Activebeta Int | 3.20% | 649,776 | $27.9M | Add +1.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.15% | 452,161 | $27.5M | Add +1.8% |
| SPMO Invesco S&P 500 Momentum ETF | 3.06% | 223,586 | $26.7M | Add +1.7% |
| TFLR T Rowe Price Floating RT ETF | 2.85% | 483,518 | $24.9M | Add +5.8% |
| IGLB iShares 10+ Year Inv GR Corp. | 2.76% | 476,471 | $24.0M | Add +3.5% |
| LVHI Franklin International Low V | 2.51% | 595,158 | $21.9M | Add +1.6% |
| QUAL iShares MSCI USA Quality Fac | 2.17% | 95,210 | $18.9M | Reduce -0.1% |
| PFF iShares Preferred & Income S | 2.04% | 575,043 | $17.8M | Reduce -36.2% |
| IDMO Invesco S&P International DE | 2.04% | 319,537 | $17.8M | Add +4.0% |
| EMLC Vaneck JPM Em Local Curr BND | 1.89% | 637,239 | $16.5M | New |
| JMBS Janus Henderson Mortg Backed | 1.84% | 350,856 | $16.0M | New |
| LRCX Lam Research Corp. | 1.67% | 85,222 | $14.6M | Reduce -14.2% |
| CDX Simplify High Yield ETF | 1.65% | 647,232 | $14.4M | Add +25.7% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.61% | 640,356 | $14.0M | New |
| XLV SS Health Care Select Sector | 1.49% | 84,067 | $13.0M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 1.49% | 90,603 | $13.0M | Add +0.9% |
| XLC SS Comm Select Sector SPDR | 1.47% | 108,862 | $12.8M | Add +2.2% |
| AVUV Avantis US Small Cap Value | 1.46% | 124,779 | $12.7M | Reduce -0.5% |
| XMMO Invesco S&P Midcap Momentum | 1.45% | 91,059 | $12.6M | Add +1.5% |
| AAPL Apple Inc. | 1.42% | 45,601 | $12.4M | Reduce -2.1% |
| USMV iShares MSCI USA Min Vol Fac | 1.40% | 129,626 | $12.2M | Add +0.6% |
| BKGI BNY Mellon GLBL Infra Inc. | 1.22% | 263,394 | $10.6M | Add +5.4% |
| SAMT Strategas Macro Them Opps | 1.09% | 246,420 | $9.5M | Add +1.3% |
| XLK SS Technology Select Sector | 0.99% | 59,791 | $8.6M | Add +2.1% |
| AXP American Express Co. | 0.95% | 22,321 | $8.3M | Reduce -3.0% |
| HEZU iShares Currency Hedged MSCI | 0.91% | 182,293 | $8.0M | Add +0.5% |
| MSFT Microsoft Corp. | 0.89% | 16,139 | $7.8M | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 0.89% | 114,988 | $7.7M | Add +4.1% |
| STX Seagate Technology Holdings | 0.80% | 25,378 | $7.0M | Reduce -3.7% |
| KLAC KLA Corp. | 0.78% | 5,565 | $6.8M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.75% | 20,850 | $6.5M | Reduce -31.9% |
| AMZN Amazon.com Inc. | 0.74% | 27,957 | $6.5M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.73% | 60,103 | $6.3M | Add +5.0% |
| CENX Century Aluminum Company | 0.69% | 154,066 | $6.0M | New |
| COR Cencora Inc. | 0.68% | 17,472 | $5.9M | Add +1.0% |
| REGN Regeneron Pharmaceuticals | 0.66% | 7,496 | $5.8M | Add +3.0% |
| CEG Constellation Energy | 0.64% | 15,724 | $5.6M | Add +3.3% |
| NVDA Nvidia Corp. | 0.63% | 29,537 | $5.5M | Reduce -9.2% |
| AVGO Broadcom Inc. | 0.63% | 15,845 | $5.5M | Add +3.7% |
| MCO Moody's Corp. | 0.61% | 10,475 | $5.4M | Add +4.1% |
| FIX Comfort Systems USA Inc. | 0.60% | 5,622 | $5.2M | Reduce -27.8% |
| BIIB Biogen Inc. | 0.58% | 28,960 | $5.1M | New |
| GWW WW Grainger Inc. | 0.58% | 5,045 | $5.1M | Add +1.4% |
| SWK Stanley Black & Decker Inc. | 0.58% | 67,795 | $5.0M | Add +5.5% |
| CNC Centene Corp. | 0.57% | 121,559 | $5.0M | New |
| BKR Baker Hughes Co. | 0.57% | 109,208 | $5.0M | Add +3.1% |
| LDOS Leidos Holdings Inc. | 0.56% | 27,175 | $4.9M | Reduce -7.8% |
| LQDA Liquidia Corp. | 0.56% | 141,818 | $4.9M | New |
| ACN Accenture PLC Class A | 0.56% | 18,175 | $4.9M | Add +25.1% |
| QCOM Qualcomm Inc. | 0.56% | 28,481 | $4.9M | Reduce -0.5% |
| WFRD Weatherford International PL | 0.55% | 61,690 | $4.8M | Reduce -15.3% |
| PLTR Palantir Technologies Inc. Class A | 0.55% | 27,082 | $4.8M | Reduce -24.0% |
| ABT Abbott Laboratories | 0.54% | 37,930 | $4.8M | Add +3.4% |
| MCK McKesson Corp. | 0.54% | 5,751 | $4.7M | Reduce -6.9% |
| VRSK Verisk Analytics Inc. | 0.54% | 20,901 | $4.7M | Add +49.2% |
| DOCN Digitalocean Holdings Inc. | 0.53% | 95,754 | $4.6M | New |
| HD Home Depot Inc. | 0.52% | 13,237 | $4.6M | Add +4.7% |
| IDXX Idexx Laboratories Inc. | 0.52% | 6,721 | $4.5M | Reduce -21.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 6,667 | $4.5M | Add +0.7% |
| ADP Automatic Data Processing | 0.51% | 17,459 | $4.5M | Add +1.1% |
| FTNT Fortinet Inc. | 0.51% | 56,127 | $4.5M | Add +30.4% |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.51% | 243,561 | $4.4M | New |
| MSI Motorola Solutions Inc. | 0.49% | 11,253 | $4.3M | Add +4.8% |
| XYZ Block Inc. | 0.49% | 65,930 | $4.3M | Add +12.4% |
| BAH Booz Allen Hamilton Holdings | 0.48% | 49,937 | $4.2M | Add +3.3% |
| INTU Intuit Inc. | 0.48% | 6,355 | $4.2M | Add +4.3% |
| CDW CDW Corp. | 0.48% | 30,622 | $4.2M | Add +2.8% |
| FLOT iShares Floating Rate Bond E | 0.46% | 79,574 | $4.0M | Add +6.5% |
| MUB iShares National Muni Bond E | 0.46% | 37,269 | $4.0M | Add +2.4% |
| AMD Advanced Micro Devices | 0.46% | 18,626 | $4.0M | Reduce -14.1% |
| MBB iShares MBS ETF | 0.45% | 41,617 | $4.0M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.44% | 12,335 | $3.9M | Add +2.4% |
| CTAS Cintas Corp. | 0.42% | 19,409 | $3.7M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 71,772 | $3.6M | Reduce -0.6% |
| XPRO Expro Group Holdings NV | 0.41% | 267,478 | $3.6M | New |
| ASTH Astrana Health Inc. | 0.40% | 141,641 | $3.5M | New |
| JPM JPMorgan Chase & Co. | 0.40% | 10,852 | $3.5M | Add +2.5% |
| HYD Vaneck High Yield Muni ETF | 0.40% | 67,382 | $3.4M | Reduce -14.7% |
| KR Kroger Co. | 0.39% | 54,550 | $3.4M | New |
| CAH Cardinal Health Inc. | 0.38% | 16,312 | $3.4M | Add +0.1% |
| BLBD Blue Bird Corp. | 0.36% | 66,044 | $3.1M | Reduce -12.6% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 31,650 | $3.0M | Reduce -3.5% |
| ORI Old Republic Intl Corp. | 0.32% | 62,076 | $2.8M | Add +2.5% |
| IBKR Interactive Brokers Gro Class A | 0.32% | 43,305 | $2.8M | Add +1.2% |
| WM Waste Management Inc. | 0.32% | 12,549 | $2.8M | Add +4.0% |
| HIG Hartford Insurance Group Inc. | 0.31% | 19,861 | $2.7M | Add +10.7% |
| EMB iShares JP Morgan Usd Emergi | 0.31% | 27,698 | $2.7M | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 4,265 | $2.6M | Add +4.1% |
| JNK SS SPDR BB High Yield Bond | 0.30% | 26,583 | $2.6M | Reduce -6.1% |
| WMT Walmart Inc. | 0.24% | 19,154 | $2.1M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.24% | 17,432 | $2.1M | Add +9.9% |
| NTSX Wisdomtree US Efficient Core | 0.23% | 36,578 | $2.0M | Add +9.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.16% | 5,693 | $1.4M | Add +0.1% |
| FLBL Franklin Senior Loan ETF | 0.15% | 56,107 | $1.3M | Add +12.9% |
| FMB First Trust Managed Municipa | 0.15% | 24,784 | $1.3M | Add +2.4% |
| EFA iShares MSCI Eafe ETF | 0.14% | 13,063 | $1.3M | Add +13.2% |
Portfolio Sells Q3 2025 → Q4 2025
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −2.72 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −2.23 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −1.40 |
| PFF iShares Preferred & Income S | Reduce -36.2% | 2.04% | −1.32 |
| IGOV iShares International Treasu | Sold out | 0.00% | −0.70 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.63 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.61 |
| META Meta Platforms Inc. Class A | Reduce -81.3% | 0.10% | −0.52 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.52 |
| LNG Cheniere Energy Inc. | Reduce -93.8% | 0.03% | −0.50 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.45 |
| PAYO Payoneer Global Inc. | Reduce -96.9% | 0.01% | −0.44 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.41 |
| SM SM Energy Co. | Sold out | 0.00% | −0.32 |
| PLTR Palantir Technologies Inc. Class A | Reduce -24.0% | 0.55% | −0.21 |
| BLBD Blue Bird Corp. | Reduce -12.6% | 0.36% | −0.16 |
| FIX Comfort Systems USA Inc. | Reduce -27.8% | 0.60% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -31.9% | 0.75% | −0.13 |
| IDXX Idexx Laboratories Inc. | Reduce -21.3% | 0.52% | −0.12 |
| LDOS Leidos Holdings Inc. | Reduce -7.8% | 0.56% | −0.09 |
| NVDA Nvidia Corp. | Reduce -9.2% | 0.63% | −0.08 |
| HYD Vaneck High Yield Muni ETF | Reduce -14.7% | 0.40% | −0.08 |
| CTAS Cintas Corp. | Reduce -1.6% | 0.42% | −0.06 |
| HNDL Nasdaq 7 Handl Index ETF | Sold out | 0.00% | −0.05 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.04 |
| WFRD Weatherford International PL | Reduce -15.3% | 0.55% | −0.03 |
| NFLX Netflix Inc. | Reduce -14.7% | 0.06% | −0.03 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.03 |
| JNK SS SPDR BB High Yield Bond | Reduce -6.1% | 0.30% | −0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -41.3% | 0.04% | −0.03 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -6.9% | 0.31% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -3.5% | 0.35% | −0.02 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.02 |
| MCK McKesson Corp. | Reduce -6.9% | 0.54% | −0.02 |
| XLF SS Financial Select Sector | Reduce -39.9% | 0.03% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.1% | 2.17% | −0.02 |
| FDN First Trust DJ Internet Ind | Reduce -26.7% | 0.03% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -29.8% | 0.03% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.6% | 0.41% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -0.5% | 1.46% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -19.6% | 0.04% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.0% | 0.07% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -11.4% | 0.06% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -8.4% | 0.05% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 0.74% | −0.01 |
| PAAA Pgim Aaa Clo ETF | Reduce -1.6% | 0.11% | −0.01 |
| GLD SPDR Gold Shares | Reduce -14.4% | 0.03% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 0.56% | −0.00 |
| OIA Invesco Municipal Income Opp | Reduce -1.6% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +349.7% | 3.50% | +2.69 |
| EMLC Vaneck JPM Em Local Curr BND | New | 1.89% | +1.89 |
| JMBS Janus Henderson Mortg Backed | New | 1.84% | +1.84 |
| TUA Sim St Treas Fut Strat ETF | New | 1.61% | +1.61 |
| CENX Century Aluminum Company | New | 0.69% | +0.69 |
| BIIB Biogen Inc. | New | 0.58% | +0.58 |
| CNC Centene Corp. | New | 0.57% | +0.57 |
| LQDA Liquidia Corp. | New | 0.56% | +0.56 |
| DOCN Digitalocean Holdings Inc. | New | 0.53% | +0.53 |
| VISN Vistance Networks Inc. | New | 0.51% | +0.51 |
| XPRO Expro Group Holdings NV | New | 0.41% | +0.41 |
| ASTH Astrana Health Inc. | New | 0.40% | +0.40 |
| KR Kroger Co. | New | 0.39% | +0.39 |
| CDX Simplify High Yield ETF | Add +25.7% | 1.65% | +0.26 |
| REGN Regeneron Pharmaceuticals | Add +3.0% | 0.66% | +0.18 |
| MRK Merck & Co. Inc. | Add +5.0% | 0.73% | +0.16 |
| ACN Accenture PLC Class A | Add +25.1% | 0.56% | +0.14 |
| VRSK Verisk Analytics Inc. | Add +49.2% | 0.54% | +0.12 |
| LVHI Franklin International Low V | Add +1.6% | 2.51% | +0.11 |
| GSIE Goldman Sachs Activebeta Int | Add +1.9% | 3.20% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.44% | +0.10 |
| FTNT Fortinet Inc. | Add +30.4% | 0.51% | +0.08 |
| CAH Cardinal Health Inc. | Add +0.1% | 0.38% | +0.08 |
| IDMO Invesco S&P International DE | Add +4.0% | 2.04% | +0.08 |
| TFLR T Rowe Price Floating RT ETF | Add +5.8% | 2.85% | +0.08 |
| BKGI BNY Mellon GLBL Infra Inc. | Add +5.4% | 1.22% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.8% | 3.15% | +0.05 |
| MCO Moody's Corp. | Add +4.1% | 0.61% | +0.05 |
| CEG Constellation Energy | Add +3.3% | 0.64% | +0.05 |
| HFGM Unltd HFGM Global Macro ETF | Add +77.0% | 0.12% | +0.04 |
| COR Cencora Inc. | Add +1.0% | 0.68% | +0.04 |
| AVGO Broadcom Inc. | Add +3.7% | 0.63% | +0.04 |
| FLJP Franklin Ftse Japan ETF | New | 0.03% | +0.03 |
| HIG Hartford Insurance Group Inc. | Add +10.7% | 0.31% | +0.03 |
| LLY Eli Lilly & Co. | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +9.9% | 0.24% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +4.1% | 0.89% | +0.03 |
| GWW WW Grainger Inc. | Add +1.4% | 0.58% | +0.02 |
| VLUE iShares MSCI USA Value Facto | New | 0.02% | +0.02 |
| PSMD Pacer Swan Sos Moderate Janu | Add +41.8% | 0.08% | +0.02 |
| ORI Old Republic Intl Corp. | Add +2.5% | 0.32% | +0.02 |
| SAMT Strategas Macro Them Opps | Add +1.3% | 1.09% | +0.02 |
| CTA Simplify Managed Futures St | Add +25.1% | 0.12% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +22.1% | 0.11% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +13.2% | 0.14% | +0.02 |
| NTSX Wisdomtree US Efficient Core | Add +9.0% | 0.23% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +1.5% | 1.45% | +0.02 |
| IVVW iShares S&P 500 Buywrite ETF | Add +22.9% | 0.10% | +0.02 |
| WMT Walmart Inc. | Add +1.3% | 0.24% | +0.02 |
| CAIE Calamos Autocallable Inc. ETF | Add +24.5% | 0.10% | +0.01 |
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 |