Universe · entity
Insight Wealth Strategies, LLC
Institutional manager (13F) · CIK 1749914
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $664M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CHEVRON CORPORATION | $36M | 175,223 |
| 2 | GOLDMAN SACHS ETF TR | $28M | 652,469 |
| 3 | BLACKROCK ETF TRUST | $28M | 474,784 |
| 4 | ISHARES TR | $27M | 251,203 |
| 5 | VANGUARD SCOTTSDALE FDS | $27M | 361,651 |
| 6 | VANGUARD MALVERN FDS | $27M | 343,106 |
| 7 | LEGG MASON ETF INVT | $25M | 626,028 |
| 8 | ISHARES TR | $25M | 495,996 |
| 9 | ISHARES TR | $22M | 154,871 |
| 10 | INVESCO EXCH TRADED FD TR II | $21M | 188,038 |
| 11 | JANUS DETROIT STR TR | $20M | 453,389 |
| 12 | INVESCO EXCH TRADED FD TR II | $20M | 368,510 |
| 13 | INVESCO EXCH TRADED FD TR II | $16M | 831,758 |
| 14 | LAM RESEARCH CORP | $15M | 69,168 |
| 15 | SIMPLIFY EXCHANGE TRADED FUN | $15M | 680,098 |
| 16 | SIMPLIFY EXCHANGE TRADED FUN | $14M | 666,189 |
| 17 | T ROWE PRICE ETF INC | $14M | 275,770 |
| 18 | ISHARES TR | $14M | 71,720 |
| 19 | AMERICAN CENTY ETF TR | $14M | 124,387 |
| 20 | INVESCO EXCHANGE TRADED FD T | $13M | 92,075 |
| 21 | ISHARES INC | $13M | 185,574 |
| 22 | SELECT SECTOR SPDR TR | $13M | 85,647 |
| 23 | ISHARES TR | $12M | 118,544 |
| 24 | BNY MELLON ETF TRUST | $12M | 264,809 |
| 25 | APPLE INC | $12M | 45,628 |
| 26 | ISHARES TR | $10M | 118,692 |
| 27 | ISHARES TR | $10M | 234,524 |
| 28 | ADVISORS INNER CIRCLE FD III | $10M | 248,837 |
| 29 | SELECT SECTOR SPDR TR | $10M | 72,775 |
| 30 | CENTURY ALUM CO | $9M | 146,024 |
| 31 | VANECK ETF TRUST | $8M | 333,725 |
| 32 | JANUS DETROIT STR TR | $8M | 173,270 |
| 33 | DIGITALOCEAN HLDGS INC | $8M | 93,009 |
| 34 | KLA CORP | $8M | 5,214 |
| 35 | SEAGATE TECHNOLOGY HLDNGS PL | $8M | 19,464 |
| 36 | COMFORT SYS USA INC | $7M | 5,437 |
| 37 | AMERICAN EXPRESS CO | $7M | 23,134 |
| 38 | MICROSOFT CORP | $7M | 18,649 |
| 39 | DEVON ENERGY CORP NEW | $7M | 136,395 |
| 40 | ISHARES TR | $7M | 225,271 |
| 41 | BROADCOM INC | $6M | 19,964 |
| 42 | MERCK & CO INC | $6M | 50,288 |
| 43 | ALPHABET INC | $6M | 20,988 |
| 44 | MOODYS CORP | $6M | 13,532 |
| 45 | AMAZON COM INC | $6M | 28,192 |
| 46 | BAKER HUGHES COMPANY | $6M | 95,888 |
| 47 | CDW CORP | $6M | 47,731 |
| 48 | WW GRAINGER INC | $6M | 5,277 |
| 49 | WEATHERFORD INTL PLC | $6M | 60,221 |
| 50 | MOTOROLA SOLUTIONS INC | $6M | 12,916 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.