Insight Wealth Strategies, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Insight Wealth Strategies, LLC reported 177 stock positions worth $895.7 million. Its top holding was Chevron (CVX) at 4.0% of the portfolio, followed by Goldman Sachs Activebeta Int (GSIE, 3.1%) and Ishrs US E F R A ETF-Usd (DYNF, 3.1%). Compared with Q4 2025, it opened 17 new positions, sold out of 11, added to 102 and reduced 51. The biggest buy was a new position in Vanguard Core-Plus Bond ETF (VPLS) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $895.7M (Q1 2026)
- SEC Filing
- 0001749914-26-000004 ↗ filed Apr 10, 2026
Holdings Value
Holdings 177 stocks · $895.7M
| CVX Chevron Corp. | 4.05% | 175,223 | $36.3M | Reduce -20.3% |
| GSIE Goldman Sachs Activebeta Int | 3.14% | 652,469 | $28.1M | Add +0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.08% | 474,784 | $27.6M | Add +5.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.06% | 251,203 | $27.4M | Reduce -9.2% |
| VCLT Vanguard Long-Term Corp. Bond | 3.02% | 361,651 | $27.0M | Reduce -9.3% |
| VPLS Vanguard Core-Plus Bond ETF | 2.97% | 343,106 | $26.6M | New |
| LVHI Franklin International Low V | 2.83% | 626,028 | $25.4M | Add +5.2% |
| IGLB iShares 10+ Year Inv GR Corp. | 2.75% | 495,996 | $24.6M | Add +4.1% |
| VLUE iShares MSCI USA Value Facto | 2.46% | 154,871 | $22.0M | Add +10350.1% |
| SPMO Invesco S&P 500 Momentum ETF | 2.35% | 188,038 | $21.1M | Reduce -15.9% |
| JMBS Janus Henderson Mortg Backed | 2.29% | 453,389 | $20.5M | Add +29.2% |
| IDMO Invesco S&P International DE | 2.26% | 368,510 | $20.2M | Add +15.3% |
| PGHY Invesco Global Ex US High Yi | 1.80% | 831,758 | $16.1M | New |
| LRCX Lam Research Corp. | 1.65% | 69,168 | $14.8M | Reduce -18.8% |
| CDX Simplify High Yield ETF | 1.62% | 680,098 | $14.5M | Add +5.1% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.57% | 666,189 | $14.1M | Add +4.0% |
| TFLR T Rowe Price Floating RT ETF | 1.55% | 275,770 | $13.9M | Reduce -43.0% |
| QUAL iShares MSCI USA Quality Fac | 1.54% | 71,720 | $13.8M | Reduce -24.7% |
| AVUV Avantis US Small Cap Value | 1.53% | 124,387 | $13.7M | Reduce -0.3% |
| XMMO Invesco S&P Midcap Momentum | 1.49% | 92,075 | $13.4M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 1.45% | 185,574 | $12.9M | Add +61.4% |
| XLV SS Health Care Select Sector | 1.40% | 85,647 | $12.6M | Add +1.9% |
| STIP iShares 0-5 Year Tips Bond E | 1.37% | 118,544 | $12.3M | New |
| BKGI BNY Mellon GLBL Infra Inc. | 1.32% | 264,809 | $11.8M | Add +0.5% |
| AAPL Apple Inc. | 1.29% | 45,628 | $11.6M | Add +0.1% |
| IHE iShares US Pharmaceuticals E | 1.15% | 118,692 | $10.3M | New |
| HEZU iShares Currency Hedged MSCI | 1.14% | 234,524 | $10.2M | Add +28.6% |
| SAMT Strategas Macro Them Opps | 1.09% | 248,837 | $9.8M | Add +1.0% |
| XLK SS Technology Select Sector | 1.08% | 72,775 | $9.7M | Add +21.7% |
| CENX Century Aluminum Company | 0.96% | 146,024 | $8.6M | Reduce -5.2% |
| EMLC Vaneck JPM Em Local Curr BND | 0.94% | 333,725 | $8.4M | Reduce -47.6% |
| JBBB Janus Henderson B-BBB Clo Et | 0.90% | 173,270 | $8.1M | New |
| DOCN Digitalocean Holdings Inc. | 0.89% | 93,009 | $8.0M | Reduce -2.9% |
| KLAC KLA Corp. | 0.86% | 5,214 | $7.7M | Reduce -6.3% |
| STX Seagate Technology Holdings | 0.85% | 19,464 | $7.6M | Reduce -23.3% |
| FIX Comfort Systems USA Inc. | 0.84% | 5,437 | $7.5M | Reduce -3.3% |
| AXP American Express Co. | 0.78% | 23,134 | $7.0M | Add +3.6% |
| MSFT Microsoft Corp. | 0.77% | 18,649 | $6.9M | Add +15.6% |
| DVN Devon Energy Corp. | 0.77% | 136,395 | $6.9M | New |
| PFF iShares Preferred & Income S | 0.76% | 225,271 | $6.8M | Reduce -60.8% |
| AVGO Broadcom Inc. | 0.69% | 19,964 | $6.2M | Add +26.0% |
| MRK Merck & Co. Inc. | 0.68% | 50,288 | $6.0M | Reduce -16.3% |
| GOOGL Alphabet Inc. Class A | 0.67% | 20,988 | $6.0M | Add +0.7% |
| MCO Moody's Corp. | 0.66% | 13,532 | $5.9M | Add +29.2% |
| AMZN Amazon.com Inc. | 0.66% | 28,192 | $5.9M | Add +0.8% |
| BKR Baker Hughes Co. | 0.65% | 95,888 | $5.9M | Reduce -12.2% |
| CDW CDW Corp. | 0.64% | 47,731 | $5.8M | Add +55.9% |
| GWW WW Grainger Inc. | 0.64% | 5,277 | $5.8M | Add +4.6% |
| WFRD Weatherford International PL | 0.64% | 60,221 | $5.7M | Reduce -2.4% |
| MSI Motorola Solutions Inc. | 0.63% | 12,916 | $5.6M | Add +14.8% |
| COR Cencora Inc. | 0.62% | 17,671 | $5.6M | Add +1.1% |
| CEG Constellation Energy | 0.61% | 19,633 | $5.5M | Add +24.9% |
| ABT Abbott Laboratories | 0.61% | 52,944 | $5.4M | Add +39.6% |
| BIIB Biogen Inc. | 0.60% | 29,346 | $5.4M | Add +1.3% |
| LQDA Liquidia Corp. | 0.60% | 142,402 | $5.4M | Add +0.4% |
| NVDA Nvidia Corp. | 0.60% | 30,602 | $5.3M | Add +3.6% |
| REGN Regeneron Pharmaceuticals | 0.59% | 6,884 | $5.3M | Reduce -8.2% |
| HD Home Depot Inc. | 0.59% | 15,965 | $5.3M | Add +20.6% |
| HII Huntington Ingalls Industrie | 0.56% | 13,223 | $5.0M | New |
| SWK Stanley Black & Decker Inc. | 0.55% | 69,926 | $5.0M | Add +3.1% |
| MCK McKesson Corp. | 0.55% | 5,725 | $5.0M | Reduce -0.5% |
| XPRO Expro Group Holdings NV | 0.53% | 270,449 | $4.7M | Add +1.1% |
| VISN Vistance Networks Inc. | 0.50% | 247,626 | $4.5M | Add +1.7% |
| FTNT Fortinet Inc. | 0.50% | 54,886 | $4.5M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 6,753 | $4.4M | Add +1.3% |
| HYD Vaneck High Yield Muni ETF | 0.48% | 86,454 | $4.3M | Add +28.3% |
| LDOS Leidos Holdings Inc. | 0.48% | 27,555 | $4.3M | Add +1.4% |
| MBB iShares MBS ETF | 0.47% | 44,638 | $4.2M | Add +7.3% |
| MUB iShares National Muni Bond E | 0.47% | 39,438 | $4.2M | Add +5.8% |
| FLOT iShares Floating Rate Bond E | 0.46% | 80,365 | $4.1M | Add +1.0% |
| VRSK Verisk Analytics Inc. | 0.45% | 21,423 | $4.1M | Add +2.5% |
| KR Kroger Co. | 0.45% | 56,125 | $4.1M | Add +2.9% |
| XYZ Block Inc. | 0.45% | 67,044 | $4.0M | Add +1.7% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 27,458 | $4.0M | Add +1.4% |
| CNC Centene Corp. | 0.45% | 122,138 | $4.0M | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.44% | 78,399 | $3.9M | Add +9.2% |
| IDXX Idexx Laboratories Inc. | 0.43% | 6,781 | $3.8M | Add +0.9% |
| AMD Advanced Micro Devices | 0.43% | 18,722 | $3.8M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.42% | 29,505 | $3.8M | Add +3.6% |
| BLBD Blue Bird Corp. | 0.42% | 65,844 | $3.7M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.42% | 18,848 | $3.7M | Add +3.7% |
| GOOG Alphabet Inc. Class C | 0.40% | 12,401 | $3.6M | Add +0.5% |
| ASTH Astrana Health Inc. | 0.39% | 143,291 | $3.5M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.38% | 11,462 | $3.4M | Add +5.6% |
| CTAS Cintas Corp. | 0.37% | 19,428 | $3.3M | Add +0.1% |
| WM Waste Management Inc. | 0.35% | 13,602 | $3.1M | Add +8.4% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 32,607 | $3.1M | Add +3.0% |
| CAH Cardinal Health Inc. | 0.33% | 14,049 | $3.0M | Reduce -13.9% |
| IBKR Interactive Brokers Gro Class A | 0.33% | 43,894 | $2.9M | Add +1.4% |
| HIG Hartford Insurance Group Inc. | 0.33% | 21,545 | $2.9M | Add +8.5% |
| XOM Exxon Mobil Corp. | 0.31% | 16,367 | $2.8M | Reduce -6.1% |
| ORI Old Republic Intl Corp. | 0.31% | 69,424 | $2.8M | Add +11.8% |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 26,848 | $2.5M | Reduce -3.1% |
| TLT iShares 20+ Year Treasury BD | 0.28% | 29,070 | $2.5M | Reduce -90.9% |
| JNK SS SPDR BB High Yield Bond | 0.28% | 25,855 | $2.5M | Reduce -2.7% |
| WMT Walmart Inc. | 0.27% | 19,560 | $2.4M | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 4,182 | $2.4M | Reduce -1.9% |
| NTSX Wisdomtree US Efficient Core | 0.22% | 37,569 | $2.0M | Add +2.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 19,475 | $1.8M | Reduce -85.0% |
| HFGM Unltd HFGM Global Macro ETF | 0.18% | 51,103 | $1.6M | Add +38.3% |
Portfolio Sells Q4 2025 → Q1 2026
| TLT iShares 20+ Year Treasury BD | Reduce -90.9% | 0.28% | −2.93 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −1.47 |
| VYM Vanguard High DVD Yield ETF | Reduce -96.7% | 0.05% | −1.44 |
| TFLR T Rowe Price Floating RT ETF | Reduce -43.0% | 1.55% | −1.30 |
| PFF iShares Preferred & Income S | Reduce -60.8% | 0.76% | −1.28 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -85.0% | 0.20% | −1.20 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -47.6% | 0.94% | −0.95 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -15.9% | 2.35% | −0.71 |
| QUAL iShares MSCI USA Quality Fac | Reduce -24.7% | 1.54% | −0.63 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.51 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.48 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.48 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -9.3% | 3.02% | −0.45 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -9.2% | 3.06% | −0.44 |
| REGN Regeneron Pharmaceuticals | Reduce -8.2% | 0.59% | −0.07 |
| CTA Simplify Managed Futures St | Reduce -48.6% | 0.07% | −0.05 |
| CAH Cardinal Health Inc. | Reduce -13.9% | 0.33% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -16.3% | 0.68% | −0.05 |
| IVVW iShares S&P 500 Buywrite ETF | Reduce -36.8% | 0.06% | −0.04 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 0.27% | −0.03 |
| CLOZ Eldridge BBB-B Clo ETF | Sold out | 0.00% | −0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.03 |
| SHYM iShares Short Duration High | Sold out | 0.00% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -12.2% | 0.13% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -13.5% | 0.07% | −0.03 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -15.0% | 0.08% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -3.1% | 0.28% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Sold out | 0.00% | −0.02 |
| LRCX Lam Research Corp. | Reduce -18.8% | 1.65% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -2.7% | 0.28% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -20.4% | 0.06% | −0.02 |
| IQLT iShares MSCI International Q | Reduce -33.4% | 0.03% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -28.3% | 0.04% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 0.12% | −0.01 |
| PAYO Payoneer Global Inc. | Sold out | 0.00% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -20.9% | 0.03% | −0.01 |
| FTNT Fortinet Inc. | Reduce -2.2% | 0.50% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.0% | 0.06% | −0.01 |
| FLBL Franklin Senior Loan ETF | Reduce -0.5% | 0.14% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -12.9% | 0.04% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -13.1% | 0.03% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.03% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -10.4% | 0.03% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.3% | 0.06% | −0.00 |
| WEC WEC Energy Group Inc. | Reduce -14.6% | 0.04% | −0.00 |
| PAAA Pgim Aaa Clo ETF | Reduce -0.1% | 0.11% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -0.4% | 0.09% | −0.00 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.04% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VPLS Vanguard Core-Plus Bond ETF | New | 2.97% | +2.97 |
| VLUE iShares MSCI USA Value Facto | Add +10350.1% | 2.46% | +2.44 |
| PGHY Invesco Global Ex US High Yi | New | 1.80% | +1.80 |
| STIP iShares 0-5 Year Tips Bond E | New | 1.37% | +1.37 |
| IHE iShares US Pharmaceuticals E | New | 1.15% | +1.15 |
| JBBB Janus Henderson B-BBB Clo Et | New | 0.90% | +0.90 |
| DVN Devon Energy Corp. | New | 0.77% | +0.77 |
| HII Huntington Ingalls Industrie | New | 0.56% | +0.56 |
| IEMG iShares Core MSCI Emerging | Add +61.4% | 1.45% | +0.56 |
| JMBS Janus Henderson Mortg Backed | Add +29.2% | 2.29% | +0.45 |
| LVHI Franklin International Low V | Add +5.2% | 2.83% | +0.32 |
| HEZU iShares Currency Hedged MSCI | Add +28.6% | 1.14% | +0.23 |
| IDMO Invesco S&P International DE | Add +15.3% | 2.26% | +0.22 |
| CDW CDW Corp. | Add +55.9% | 0.64% | +0.17 |
| MSI Motorola Solutions Inc. | Add +14.8% | 0.63% | +0.13 |
| MOOD Relative Sentiment Tact Allo | New | 0.13% | +0.13 |
| XPRO Expro Group Holdings NV | Add +1.1% | 0.53% | +0.12 |
| BKGI BNY Mellon GLBL Infra Inc. | Add +0.5% | 1.32% | +0.10 |
| XLK SS Technology Select Sector | Add +21.7% | 1.08% | +0.09 |
| HYD Vaneck High Yield Muni ETF | Add +28.3% | 0.48% | +0.09 |
| HD Home Depot Inc. | Add +20.6% | 0.59% | +0.06 |
| KR Kroger Co. | Add +2.9% | 0.45% | +0.06 |
| ABT Abbott Laboratories | Add +39.6% | 0.61% | +0.06 |
| AVGO Broadcom Inc. | Add +26.0% | 0.69% | +0.06 |
| HFGM Unltd HFGM Global Macro ETF | Add +38.3% | 0.18% | +0.06 |
| GWW WW Grainger Inc. | Add +4.6% | 0.64% | +0.06 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.05% | +0.05 |
| MCO Moody's Corp. | Add +29.2% | 0.66% | +0.05 |
| XMMO Invesco S&P Midcap Momentum | Add +1.1% | 1.49% | +0.05 |
| LQDA Liquidia Corp. | Add +0.4% | 0.60% | +0.04 |
| EFV iShares MSCI Eafe Value ETF | New | 0.04% | +0.04 |
| WM Waste Management Inc. | Add +8.4% | 0.35% | +0.03 |
| WTIP Wisdomtree Inflation Plus | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +2.1% | 0.27% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| CAIE Calamos Autocallable Inc. ETF | Add +38.5% | 0.12% | +0.03 |
| SCHD Schwab US DVD Equity ETF | New | 0.02% | +0.02 |
| ATI Ati Inc. | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | New | 0.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.2% | 0.44% | +0.02 |
| SLV iShares Silver Trust | New | 0.02% | +0.02 |
| MBB iShares MBS ETF | Add +7.3% | 0.47% | +0.02 |
| TRGP Targa Resources Corp. | Add +0.4% | 0.07% | +0.02 |
| PSMD Pacer Swan Sos Moderate Janu | Add +27.3% | 0.09% | +0.02 |
| BIIB Biogen Inc. | Add +1.3% | 0.60% | +0.02 |
| GLTR Abrdn Precious Metals Basket | Add +11.5% | 0.10% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +8.5% | 0.33% | +0.01 |
| MUB iShares National Muni Bond E | Add +5.8% | 0.47% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Add +1.4% | 0.33% | +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 |