13F-HR filed by Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-09 16:28:33 UTC, with 194 holding rows worth $1,011,014,046.
- Accession
- 0001749914-26-000006
- Filer
- CIK 1749914
- Filed
- 2026-10-09
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 194 entries on the cover page, a total value of $1,011,014,046 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,011,014,046 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 |
|---|---|---|---|---|---|---|
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 247,018 | $37,442,999 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 885,376 | $36,929,053 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 486,949 | $33,726,078 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 161,957 | $33,073,181 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 445,844 | $30,540,297 | dollars as filed | |
| PGIM | 69344A834 | MUTUAL FUNDS - | 576,138 | $29,550,136 | dollars as filed | |
| iShares MSCI USA Quality GARP ETF | 46436E403 | SHS | 345,059 | $29,419,742 | dollars as filed | |
| VANECK ETF TRUST | 92189F486 | IG FLOA RATE ETF | 1,138,827 | $29,142,585 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 138,537 | $27,430,293 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 330,227 | $25,685,065 | dollars as filed | |
| VANGUARD CORE PLUS BOND ETF | 922020755 | ETF | 309,237 | $22,886,596 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 626,335 | $22,372,681 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 387,160 | $20,809,846 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 61,398 | $20,169,772 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 761,713 | $19,705,515 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q883 | FLOATING RATE | 383,452 | $19,364,346 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 397,559 | $17,655,611 | dollars as filed | |
| ISHARES 10 Y INVE GRADE COR B | 464289511 | 10+ YR INVST GRD | 384,496 | $17,556,086 | dollars as filed | |
| Apple Inc | 037833100 | COM | 47,432 | $15,795,858 | dollars as filed | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 255,416 | $15,590,583 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 126,132 | $14,854,573 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 66,724 | $13,061,213 | dollars as filed | |
| TIDAL TRUST I | 886364363 | UNLIMITED HFGM | 388,918 | $12,189,651 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | HIGH YIELD ETF | 566,973 | $11,435,855 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 107,147 | $11,409,013 | dollars as filed | |
| ADVISORS INNER CIRCLE FD III | 00775Y645 | STRATEGAS MACRO | 252,888 | $10,540,375 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 19,681 | $10,094,506 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 116,932 | $9,490,209 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 9,937 | $9,165,208 | dollars as filed | |
| KLA CORP | 482480100 | COM | 44,707 | $8,714,639 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 38,063 | $8,692,900 | dollars as filed | |
| GLOBAL X FDS | 37954Y384 | CYBRSCURTY ETF | 184,479 | $8,519,240 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 44,762 | $8,001,655 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 37,957 | $7,974,012 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 54,318 | $7,892,909 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 34,161 | $7,716,287 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 63,207 | $7,670,169 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 30,014 | $7,478,100 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 83,399 | $7,388,338 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 24,223 | $7,272,819 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 16,275 | $7,258,101 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,460 | $7,039,730 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 149,247 | $6,871,331 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 4,074 | $6,738,498 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 5,396 | $6,722,405 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 24,488 | $6,701,876 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 16,658 | $6,678,232 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 185,329 | $6,668,137 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 18,789 | $6,598,384 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 8,617 | $6,533,717 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 50,391 | $6,458,157 | dollars as filed | |
| POPULAR INC | 733174700 | COM NEW | 41,514 | $6,453,351 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 35,045 | $6,449,637 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 55,706 | $6,417,367 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 24,974 | $6,343,953 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 414,655 | $6,223,972 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 21,838 | $6,212,663 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 22,969 | $6,134,301 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 98,531 | $6,120,746 | dollars as filed | |
| ZIFF DAVIS INC | 48123V102 | COM | 102,570 | $5,814,693 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 52,016 | $5,721,240 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 96,677 | $5,692,342 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 103,189 | $5,665,051 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 9,142 | $5,592,710 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 23,302 | $5,289,554 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 37,565 | $5,146,453 | dollars as filed | |
| ASTRANA HEALTH INC | 03763A207 | COM NEW | 139,664 | $4,967,848 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,470 | $4,934,331 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 259,441 | $4,900,840 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 158,936 | $4,688,609 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 88,899 | $4,538,293 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 44,217 | $4,518,097 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 93,720 | $4,501,360 | dollars as filed | |
| PAGAYA TECHNOLOGIES LTD | M7S64L123 | CL A NEW | 256,154 | $4,436,587 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 49,492 | $4,435,464 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 43,626 | $4,410,596 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,828 | $4,371,052 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 26,100 | $4,298,670 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 51,199 | $4,150,191 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 86,913 | $4,116,212 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 12,007 | $3,972,301 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 42,035 | $3,590,672 | dollars as filed | |
| BLUE BIRD CORP | 095306106 | COM | 64,335 | $3,570,593 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 15,258 | $3,394,806 | dollars as filed | |
| LIQUIDIA CORPORATION COM NEW | 53635D202 | Stock | 107,389 | $3,249,591 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 86,825 | $3,239,451 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 36,078 | $3,222,105 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 59,663 | $2,734,942 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 14,327 | $2,331,666 | dollars as filed | |
| WISDOMTREE TR | 97717Y790 | US EFFIC CORE FD | 38,901 | $2,273,760 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,923 | $2,161,989 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 17,819 | $1,736,267 | dollars as filed | |
| PACER FDS TR | 69374H550 | SWAN SOS MOD JAN | 46,716 | $1,643,002 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,101 | $1,609,296 | dollars as filed | |
| EA SERIES TRUST | 02072L813 | RELA SEN TAC ETF | 36,001 | $1,604,435 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 5,004 | $1,587,822 | dollars as filed | |
| ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | 09290C665 | ETF | 52,868 | $1,578,638 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 6,637 | $1,475,028 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 28,905 | $1,383,410 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 12,572 | $1,306,073 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P595 | SENIOR LOAN ETF | 53,059 | $1,220,365 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 21,749 | $1,214,261 | dollars as filed | |
| CALAMOS ETF TR | 12811T571 | AUTOC INCOM ETF | 44,438 | $1,182,937 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 11,566 | $1,170,252 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 23,920 | $1,035,743 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,794 | $991,339 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 4,892 | $947,895 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,871 | $911,123 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,907 | $897,692 | dollars as filed | |
| WISDOMTREE TR | 97717Y352 | INFLA PLUS FD | 22,573 | $836,101 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,139 | $826,179 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 5,619 | $824,639 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,253 | $809,605 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,133 | $794,036 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T826 | GLOBAL INFRASCTR | 18,200 | $763,107 | dollars as filed | |
| ABRDN PRECIOUS METALS BASKET | 003263100 | PHYSCL PRECS MET | 3,908 | $727,974 | dollars as filed | |
| NEOS ETF TRUST | 78433H501 | NEOS ENH INC 1-3 | 14,313 | $711,509 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 2,552 | $689,754 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 29,161 | $684,399 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,644 | $631,798 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 4,985 | $624,481 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 4,608 | $609,626 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,194 | $594,552 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 4,157 | $591,350 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 19,732 | $569,084 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 5,438 | $513,488 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 3,173 | $482,497 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 781 | $475,455 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 1,478 | $474,556 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 3,280 | $437,519 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,379 | $430,781 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 5,750 | $429,559 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W630 | NASDA 100 ETF | 7,326 | $424,778 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 5,185 | $423,451 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 6,026 | $419,289 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,081 | $411,798 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 7,992 | $393,211 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 9,355 | $385,895 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 4,180 | $380,909 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,450 | $380,194 | dollars as filed | |
| VTI | 922908769 | COM | 994 | $372,065 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 8,754 | $362,416 | dollars as filed | |
| ISHARES TR | 464288117 | INTL TREA BD ETF | 8,772 | $348,874 | dollars as filed | |
| ISHARES TR | 464288836 | U.S. PHARMA ETF | 3,461 | $347,911 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 13,963 | $346,710 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E644 | INTL BUYBACK | 5,841 | $346,430 | dollars as filed | |
| ISHARES INC | 464286210 | EURO HIGH YIELD | 6,608 | $345,173 | dollars as filed | |
| INVESCO INTERNATIONAL CORPORAT | 46138E636 | INTL CORP BD | 15,336 | $341,003 | dollars as filed | |
| WISDOMTREE INTERNATIONALMULTIFACTOR FUND | 97717Y774 | ETF | 10,258 | $340,431 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 358 | $339,804 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R308 | BUYWRIT INCM ETF | 14,256 | $336,288 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,209 | $336,075 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 290 | $335,553 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,896 | $335,332 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,267 | $329,291 | dollars as filed | |
| ISHARES TR | 46434V639 | CUR HD EURZN ETF | 6,780 | $328,429 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 6,621 | $327,519 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,246 | $326,799 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,408 | $326,203 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 367 | $313,084 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 5,053 | $306,236 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 3,878 | $293,254 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,015 | $292,128 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 1,986 | $290,339 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 766 | $289,326 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 11,932 | $284,698 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 2,294 | $282,289 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 307 | $279,443 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 1,455 | $275,577 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,109 | $274,854 | dollars as filed | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 3,907 | $271,320 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 2,157 | $262,751 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 5,210 | $262,538 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,428 | $261,356 | dollars as filed | |
| American Express Company | 025816109 | COM | 851 | $258,674 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,665 | $253,916 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,499 | $247,086 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 925 | $244,885 | dollars as filed | |
| INVESCO MUNI OPPORTUNITY TRUST | 46132C107 | COM | 29,145 | $243,362 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 2,549 | $242,300 | dollars as filed | |
| ISHARES TR | 46438G711 | S&P 500 BUYW ETF | 5,285 | $239,916 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,243 | $233,082 | dollars as filed | |
| SCHD | 808524797 | COM | 7,118 | $231,549 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 6,336 | $227,652 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 280 | $227,357 | dollars as filed | |
| INVESCO MUNI INCOME OPP TRST | 46132X101 | COM | 39,480 | $226,220 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 3,118 | $212,190 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 4,124 | $208,132 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,260 | $203,631 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 714 | $200,071 | dollars as filed | |
| RICHARDSON ELEC LTD | 763165107 | COMMON STOCK | 10,000 | $177,300 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 11,889 | $118,298 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 200 | $70,238 | dollars as filed | call |
| Amazon.com, Inc | 023135106 | COM | 100 | $24,915 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001749914-26-000006 | this filing | 2026-10-09 |