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 | 3.36% | +637.2K | 2026-06-30 |
| 2 | SPMO | Invesco Exch Traded FD TR II | 215.4K | $33.5M | $29.1M | 2.90% | +27.4K | 2026-06-30 |
| 3 | DYNF | BlackRock ETF Trust | 489.8K | $33.1M | $33.3M | 3.31% | +15.0K | 2026-06-30 |
| 4 | VCLT | Vanguard Scottsdale Fds | 420.3K | $31.4M | $29.4M | 2.93% | +58.7K | 2026-06-30 |
| 5 | VLUE | iShares TR | 151.5K | $29.6M | $28.8M | 2.87% | -3,385 | 2026-06-30 |
| 6 | CVX | Chevron Corporation | 171.4K | $28.4M | $39.7M | 3.95% | -3,820 | 2026-06-30 |
| 7 | FLTR | VanEck ETF Trust | 1.11M | $28.2M | $28.2M | 2.80% | -- | 2026-06-30 |
| 8 | TFLR | T Rowe Price Exchange-Traded | 557.7K | $28.1M | $28.0M | 2.79% | +281.9K | 2026-06-30 |
| 9 | LVHI | Legg Mason ETF Invt | 679.2K | $27.4M | $29.1M | 2.89% | +53.1K | 2026-06-30 |
| 10 | TLT | iShares TR | 317.0K | $27.1M | $25.6M | 2.55% | +287.9K | 2026-06-30 |
| 11 | LRCX | Lam Research Corp | 60.8K | $23.8M | $13.0M | 1.30% | -8,362 | 2026-06-30 |
| 12 | VPLS | Vanguard Malvern Fds | 301.7K | $23.3M | $22.5M | 2.24% | -41,399 | 2026-06-30 |
| 13 | IDMO | Invesco Exch Traded FD TR II | 385.7K | $23.1M | $22.3M | 2.22% | +17.2K | 2026-06-30 |
| 14 | VRP | Invesco Exch Traded FD TR II | 930.7K | $22.7M | $22.0M | 2.18% | -- | 2026-06-30 |
| 15 | GARP | iShares TR | 255.9K | $20.9M | $20.2M | 2.01% | -- | 2026-06-30 |
| 16 | FNDF | Schwab Strategic TR | 383.7K | $20.0M | $20.4M | 2.03% | -- | 2026-06-30 |
| 17 | KRE | Spdr Series Trust | 247.0K | $18.8M | $18.3M | 1.82% | -- | 2026-06-30 |
| 18 | STIP | iShares TR | 184.6K | $18.7M | $18.4M | 1.83% | +66.0K | 2026-06-30 |
| 19 | IEMG | iShares Inc | 212.7K | $17.1M | $15.6M | 1.55% | +27.1K | 2026-06-30 |
| 20 | CDX | Simplify Exchange Traded Fun | 764.3K | $16.0M | $15.5M | 1.54% | +84.2K | 2026-06-30 |
| 21 | AVUV | American Centy ETF TR | 126.3K | $15.7M | $15.4M | 1.54% | +1.9K | 2026-06-30 |
| 22 | XMMO | Invesco Exchange Traded FD T | 93.1K | $15.5M | $12.4M | 1.24% | +1.0K | 2026-06-30 |
| 23 | AAPL | Apple Inc | 47.3K | $13.9M | $16.6M | 1.65% | +1.7K | 2026-06-30 |
| 24 | XLK | Select Sector Spdr TR | 72.5K | $13.5M | $13.2M | 1.31% | -230 | 2026-06-30 |
| 25 | IHE | iShares TR | 122.6K | $12.1M | $12.5M | 1.24% | +4.0K | 2026-06-30 |
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