13F-HR filed by Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-02, with 171 holding rows worth $872,144,816.
- Accession
- 0001749914-26-000001
- Filer
- CIK 1749914
- Filed
- 2026-01-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 171 entries on the cover page, a total value of $872,144,816 stated on the cover page (in dollars after the unit check, H1), rows summing to $872,144,816 with VALUE read as dollars as filed, 13F file number 028-19099. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Chevron Corporation | 166764100 | COM | 219,858 | $33,508,621 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 276,655 | $30,484,632 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 398,650 | $30,237,636 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 320,946 | $27,973,615 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 649,776 | $27,901,400 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 452,161 | $27,495,933 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 223,586 | $26,678,275 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q883 | FLOATING RATE | 483,518 | $24,854,871 | dollars as filed | |
| ISHARES 10 Y INVE GRADE COR B | 464289511 | 10+ YR INVST GRD | 476,471 | $24,037,950 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 595,158 | $21,913,709 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 95,210 | $18,910,637 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 575,043 | $17,803,337 | dollars as filed | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 319,537 | $17,756,650 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 637,239 | $16,453,509 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U852 | HENDERSON MTG | 350,856 | $16,030,597 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 85,222 | $14,588,275 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | HIGH YIELD ETF | 647,232 | $14,413,854 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N657 | N SHORT TERM TREA | 640,356 | $14,025,724 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 84,067 | $13,013,601 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 90,603 | $13,003,361 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 108,862 | $12,815,258 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 124,779 | $12,724,929 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 91,059 | $12,607,983 | dollars as filed | |
| Apple Inc | 037833100 | COM | 45,601 | $12,397,079 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 129,626 | $12,205,573 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T826 | GLOBAL INFRASCTR | 263,394 | $10,625,301 | dollars as filed | |
| ADVISORS INNER CIRCLE FD III | 00775Y645 | STRATEGAS MACRO | 246,420 | $9,489,634 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 59,791 | $8,608,172 | dollars as filed | |
| American Express Company | 025816109 | COM | 22,321 | $8,257,757 | dollars as filed | |
| ISHARES TR | 46434V639 | CUR HD EURZN ETF | 182,293 | $7,977,143 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,139 | $7,804,944 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 114,988 | $7,729,512 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 25,378 | $6,988,935 | dollars as filed | |
| KLA CORP | 482480100 | COM | 5,565 | $6,762,348 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,850 | $6,526,184 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 27,957 | $6,453,139 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 60,103 | $6,326,482 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 154,066 | $6,036,306 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 17,472 | $5,901,018 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 7,496 | $5,786,045 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 15,724 | $5,554,821 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,537 | $5,508,730 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 15,845 | $5,483,836 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 10,475 | $5,350,968 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 5,622 | $5,246,669 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 28,960 | $5,096,670 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 5,045 | $5,090,477 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 67,795 | $5,035,800 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 121,559 | $5,002,153 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 109,208 | $4,973,311 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 27,175 | $4,902,303 | dollars as filed | |
| LIQUIDIA CORPORATION COM NEW | 53635D202 | Stock | 141,818 | $4,891,303 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 18,175 | $4,876,258 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 28,481 | $4,871,740 | dollars as filed | |
| WEATHERFORD INTL PLC ORD SHS | G48833118 | Stock | 61,690 | $4,827,893 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 27,082 | $4,813,828 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 37,930 | $4,752,223 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 5,751 | $4,717,484 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 20,901 | $4,675,242 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 95,754 | $4,607,682 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 13,237 | $4,554,824 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 6,721 | $4,546,958 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,667 | $4,546,066 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 17,459 | $4,490,904 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 56,127 | $4,457,045 | dollars as filed | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 243,561 | $4,415,761 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 11,253 | $4,313,513 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 65,930 | $4,291,363 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 49,937 | $4,212,685 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 6,355 | $4,209,627 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 30,622 | $4,170,731 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 79,574 | $4,047,122 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 37,269 | $3,991,911 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 18,626 | $3,988,944 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 41,617 | $3,962,786 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,335 | $3,870,584 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 19,409 | $3,650,159 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 71,772 | $3,609,389 | dollars as filed | |
| EXPRO GROUP HOLDINGS NV | N3144W105 | COMMON STOCK | 267,478 | $3,570,831 | dollars as filed | |
| ASTRANA HEALTH INC | 03763A207 | COM NEW | 141,641 | $3,514,113 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,852 | $3,496,629 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 67,382 | $3,444,563 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 54,550 | $3,408,314 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 16,312 | $3,352,196 | dollars as filed | |
| BLUE BIRD CORP | 095306106 | COM | 66,044 | $3,104,068 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 31,650 | $3,043,493 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 62,076 | $2,833,168 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 43,305 | $2,784,964 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 12,549 | $2,757,217 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 19,861 | $2,736,907 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 27,698 | $2,666,736 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,265 | $2,620,123 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 26,583 | $2,584,136 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 19,154 | $2,133,942 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 17,432 | $2,097,793 | dollars as filed | |
| WISDOMTREE TR | 97717Y790 | US EFFIC CORE FD | 36,578 | $2,004,855 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 5,693 | $1,424,906 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P595 | SENIOR LOAN ETF | 56,107 | $1,314,026 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 24,784 | $1,267,350 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 13,063 | $1,254,392 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,712 | $1,219,641 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,734 | $1,187,987 | dollars as filed | |
| TIDAL TRUST I | 886364363 | UNLIMITED HFGM | 36,961 | $1,065,944 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 38,296 | $1,043,940 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 11,501 | $1,025,883 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 21,404 | $985,420 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 5,745 | $964,811 | dollars as filed | |
| PGIM | 69344A834 | MUTUAL FUNDS - | 18,791 | $963,225 | dollars as filed | |
| ISHARES TR | 46438G711 | S&P 500 BUYW ETF | 20,081 | $914,275 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,337 | $882,792 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 5,635 | $865,630 | dollars as filed | |
| CALAMOS ETF TR | 12811T571 | AUTOC INCOM ETF | 31,480 | $841,763 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,946 | $829,311 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 29,508 | $735,936 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,057 | $721,435 | dollars as filed | |
| ABRDN PRECIOUS METALS BASKET | 003263100 | PHYSCL PRECS MET | 3,504 | $720,422 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,129 | $708,209 | dollars as filed | |
| PACER FDS TR | 69374H550 | SWAN SOS MOD JAN | 20,287 | $658,618 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,436 | $653,353 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 7,083 | $647,769 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,174 | $589,887 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,142 | $540,676 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,442 | $536,612 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,648 | $529,556 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 4,146 | $511,016 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 5,766 | $497,296 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 2,513 | $463,602 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 9,941 | $451,806 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 3,133 | $442,164 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 7,973 | $398,727 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,744 | $394,797 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,545 | $380,283 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 5,085 | $376,766 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,213 | $373,616 | dollars as filed | |
| ISHARES INC | 464286210 | EURO HIGH YIELD | 6,947 | $370,249 | dollars as filed | |
| INVESCO INTERNATIONAL CORPORAT | 46138E636 | INTL CORP BD | 15,249 | $364,143 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 6,836 | $345,750 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 6,265 | $344,600 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 935 | $336,619 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R308 | BUYWRIT INCM ETF | 13,754 | $324,871 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 2,893 | $308,693 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,131 | $305,841 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E644 | INTL BUYBACK | 5,502 | $305,772 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 764 | $302,781 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,251 | $301,782 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 8,754 | $301,575 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 2,513 | $288,498 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 739 | $287,486 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,548 | $284,134 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 1,034 | $278,332 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,009 | $269,153 | dollars as filed | |
| SERIES PORTFOLIOS TR | 81752T528 | ELDRIDGE BBB B | 10,091 | $267,208 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 5,150 | $263,184 | dollars as filed | |
| INVESCO MUNI OPPORTUNITY TRUST | 46132C107 | COM | 27,479 | $262,976 | dollars as filed | |
| VTI | 922908769 | COM | 783 | $262,542 | dollars as filed | |
| WISDOMTREE INTERNATIONALMULTIFACTOR FUND | 97717Y774 | ETF | 8,035 | $261,486 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 242 | $260,073 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 7,894 | $257,512 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 11,558 | $256,819 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 839 | $254,209 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 1,952 | $251,429 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,584 | $250,555 | dollars as filed | |
| INVESCO MUNI INCOME OPP TRST | 46132X101 | COM | 38,720 | $232,704 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,105 | $232,433 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,243 | $232,379 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 1,182 | $229,788 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 3,668 | $211,189 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 1,482 | $202,608 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 13,785 | $160,325 | dollars as filed | |
| RICHARDSON ELEC LTD | 763165107 | COMMON STOCK | 10,000 | $108,800 | dollars as filed | |
| PAYONEER GLOBAL INC COM | 70451X104 | Stock | 19,348 | $108,736 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001749914-26-000001 | this filing | 2026-01-02 | acceptance time not in the bulk data set |