Insight Wealth Strategies, LLC
183 holdingsFiling period: 2026-06-30Current AUM: $1.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PAAA | PGIM ETF TR | 656.0K | $33.6M | $33.8M | 3.33% | +637.2K | 2026-06-30 |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 215.4K | $33.5M | $29.8M | 2.94% | +27.4K | 2026-06-30 |
| 3 | DYNF | BLACKROCK ETF TRUST | 489.8K | $33.1M | $33.4M | 3.30% | +15.0K | 2026-06-30 |
| 4 | VCLT | VANGUARD SCOTTSDALE FDS | 420.3K | $31.4M | $29.5M | 2.91% | +58.7K | 2026-06-30 |
| 5 | VLUE | ISHARES TR | 151.5K | $29.6M | $29.6M | 2.92% | -3,385 | 2026-06-30 |
| 6 | CVX | CHEVRON CORPORATION | 171.4K | $28.4M | $37.3M | 3.69% | -3,820 | 2026-06-30 |
| 7 | FLTR | VANECK ETF TRUST | 1.11M | $28.2M | $28.2M | 2.78% | -- | 2026-06-30 |
| 8 | TFLR | T ROWE PRICE EXCHANGE-TRADED | 557.7K | $28.1M | $28.3M | 2.80% | +281.9K | 2026-06-30 |
| 9 | LVHI | LEGG MASON ETF INVT | 679.2K | $27.4M | $28.7M | 2.83% | +53.1K | 2026-06-30 |
| 10 | TLT | ISHARES TR | 317.0K | $27.1M | $25.3M | 2.50% | +287.9K | 2026-06-30 |
| 11 | LRCX | LAM RESEARCH CORP | 60.8K | $23.8M | $14.9M | 1.47% | -8,362 | 2026-06-30 |
| 12 | VPLS | VANGUARD MALVERN FDS | 301.7K | $23.3M | $22.5M | 2.23% | -41,399 | 2026-06-30 |
| 13 | IDMO | INVESCO EXCH TRADED FD TR II | 385.7K | $23.1M | $23.6M | 2.33% | +17.2K | 2026-06-30 |
| 14 | VRP | INVESCO EXCH TRADED FD TR II | 930.7K | $22.7M | $22.4M | 2.21% | -- | 2026-06-30 |
| 15 | GARP | ISHARES TR | 255.9K | $20.9M | $20.6M | 2.04% | -- | 2026-06-30 |
| 16 | FNDF | SCHWAB STRATEGIC TR | 383.7K | $20.0M | $20.9M | 2.07% | -- | 2026-06-30 |
| 17 | KRE | SPDR SERIES TRUST | 247.0K | $18.8M | $18.6M | 1.84% | -- | 2026-06-30 |
| 18 | STIP | ISHARES TR | 184.6K | $18.7M | $18.3M | 1.81% | +66.0K | 2026-06-30 |
| 19 | IEMG | ISHARES INC | 212.7K | $17.1M | $16.6M | 1.64% | +27.1K | 2026-06-30 |
| 20 | CDX | SIMPLIFY EXCHANGE TRADED FUN | 764.3K | $16.0M | $15.4M | 1.52% | +84.2K | 2026-06-30 |
| 21 | AVUV | AMERICAN CENTY ETF TR | 126.3K | $15.7M | $15.6M | 1.54% | +1.9K | 2026-06-30 |
| 22 | XMMO | INVESCO EXCHANGE TRADED FD T | 93.1K | $15.5M | $13.3M | 1.31% | +1.0K | 2026-06-30 |
| 23 | AAPL | APPLE INC | 47.3K | $13.9M | $15.9M | 1.58% | +1.7K | 2026-06-30 |
| 24 | XLK | SELECT SECTOR SPDR TR | 72.5K | $13.5M | $13.0M | 1.28% | -230 | 2026-06-30 |
| 25 | IHE | ISHARES TR | 122.6K | $12.1M | $12.3M | 1.21% | +4.0K | 2026-06-30 |
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