Insight Wealth Strategies, LLC
178 holdingsFiling period: 2026-03-31Current AUM: $974.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | 175.2K | $36.3M | $34.5M | 3.54% | -44,635 | 2026-03-31 |
| 2 | GSIE | GOLDMAN SACHS ETF TR | 652.5K | $28.1M | $30.7M | 3.15% | +2.7K | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 474.8K | $27.6M | $32.0M | 3.29% | +22.6K | 2026-03-31 |
| 4 | LQD | ISHARES TR | 251.2K | $27.4M | $26.7M | 2.74% | -25,452 | 2026-03-31 |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | 361.7K | $27.0M | $26.0M | 2.67% | -36,999 | 2026-03-31 |
| 6 | VPLS | VANGUARD MALVERN FDS | 343.1K | $26.6M | $26.2M | 2.69% | -- | 2026-03-31 |
| 7 | LVHI | LEGG MASON ETF INVT | 626.0K | $25.4M | $26.7M | 2.74% | +30.9K | 2026-03-31 |
| 8 | IGLB | ISHARES TR | 496.0K | $24.6M | $23.8M | 2.44% | +19.5K | 2026-03-31 |
| 9 | VLUE | ISHARES TR | 154.9K | $22.0M | $29.6M | 3.04% | +153.4K | 2026-03-31 |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 188.0K | $21.1M | $27.0M | 2.77% | -35,548 | 2026-03-31 |
| 11 | JMBS | JANUS DETROIT STR TR | 453.4K | $20.5M | $20.0M | 2.05% | +102.5K | 2026-03-31 |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | 368.5K | $20.2M | $22.4M | 2.29% | +49.0K | 2026-03-31 |
| 13 | PGHY | INVESCO EXCH TRADED FD TR II | 831.8K | $16.1M | $16.3M | 1.67% | -- | 2026-03-31 |
| 14 | LRCX | LAM RESEARCH CORP | 69.2K | $14.8M | $20.3M | 2.08% | -16,054 | 2026-03-31 |
| 15 | CDX | SIMPLIFY EXCHANGE TRADED FUN | 680.1K | $14.5M | $14.0M | 1.44% | +32.9K | 2026-03-31 |
| 16 | TUA | SIMPLIFY EXCHANGE TRADED FUN | 666.2K | $14.1M | $13.5M | 1.38% | +25.8K | 2026-03-31 |
| 17 | TFLR | T ROWE PRICE ETF INC | 275.8K | $13.9M | $13.9M | 1.43% | -207,748 | 2026-03-31 |
| 18 | QUAL | ISHARES TR | 71.7K | $13.8M | $15.7M | 1.61% | -23,490 | 2026-03-31 |
| 19 | AVUV | AMERICAN CENTY ETF TR | 124.4K | $13.7M | $15.6M | 1.60% | -392 | 2026-03-31 |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | 92.1K | $13.4M | $14.2M | 1.46% | +1.0K | 2026-03-31 |
| 21 | IEMG | ISHARES INC | 185.6K | $12.9M | $14.4M | 1.48% | +70.6K | 2026-03-31 |
| 22 | XLV | SELECT SECTOR SPDR TR | 85.6K | $12.6M | $13.9M | 1.43% | +1.6K | 2026-03-31 |
| 23 | STIP | ISHARES TR | 118.5K | $12.3M | $12.0M | 1.23% | -- | 2026-03-31 |
| 24 | BKGI | BNY MELLON ETF TRUST | 264.8K | $11.8M | $12.0M | 1.23% | +1.4K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 45.6K | $11.6M | $14.1M | 1.45% | +27 | 2026-03-31 |
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