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Latest Insight Wealth Strategies, LLC Stock Portfolio

$1.01Billion | No. of Holdings #191

Insight Wealth Strategies, LLC Performance

2026 Q3-0.93%
YTD+9.36%
2025+14.89%

About Insight Wealth Strategies, LLC and 13F Hedge Fund Stock Holdings

Insight Wealth Strategies, LLC is a hedge fund based in San Ramon, CA. On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Wealth Strategies, LLC reported an equity portfolio of $1 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Insight Wealth Strategies, LLC are CGW, INFR, BECO. The fund has invested 3.7% of it's portfolio in INVESCO EXCH TRADED FD TR II and 3.6% of portfolio in LEGG MASON ETF INVT. <br><br> The fund managers got completely rid off ISHARES TR (AMPS), APPLOVIN CORP (APP) and KNOWLES CORP (KN) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and RINGCENTRAL INC (RNG). Insight Wealth Strategies, LLC opened new stock positions in ISHARES TR (BGRN), ABRDN ETFS (BCD) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to IES HOLDINGS INC (IESC), FLEX LTD (FLEX) and GOLDMAN SACHS ETF TR (GBUY).
Insight Wealth Strategies, LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$1.01Billion
  as of Oct 09, 2026

Insight Wealth Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Wealth Strategies, LLC made a return of -0.93% in the last quarter. In trailing 12 months, it's portfolio return was 13.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr22,372,700
abrdn etfs19,705,500
vanguard scottsdale fds17,655,600
ishares tr17,556,100
ishares tr11,409,000
global x fds8,519,240
lyft inc6,223,970
ziff davis inc5,814,690
New stocks bought by Insight Wealth Strategies, LLC

Additions

Ticker% Inc.
ies holdings inc100
flex ltd84.84
goldman sachs etf tr65.29
spdr gold tr43.37
ishares tr34.82
legg mason etf invt30.36
century alum co29.17
bwx technologies inc20.77
Additions to existing portfolio by Insight Wealth Strategies, LLC

Reductions

Ticker% Reduced
spdr series trust-98.42
ishares tr-97.18
ringcentral inc-96.45
leidos holdings inc-94.95
digitalocean hldgs inc-94.87
invesco exchange traded fd t-93.97
ishares tr-58.04
wisdomtree tr-48.45
Insight Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch traded fd tr ii-22,654,000
ishares tr-18,665,100
knowles corp-5,818,370
weatherford intl plc-5,134,910
exxon mobil corp-1,935,570
applovin corp-6,939,060
ishares tr-484,061
vanguard malvern fds-246,641
Insight Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Strategies, LLC has about 61.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Energy
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Utilities
  • Basic Materials
Sector%
Others61.7
Technology15.1
Healthcare6.1
Energy4.6
Industrials3.8
Communication Services2.3
Consumer Cyclical1.9
Financial Services1.8
Utilities1.3
Basic Materials1.3

Market Cap. Distribution

Insight Wealth Strategies, LLC has about 34.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED61
LARGE-CAP18.6
MEGA-CAP15.8
MID-CAP4

Stocks belong to which Index?

About 34.1% of the stocks held by Insight Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others65.9
S&P 50028.8
RUSSELL 20005.3
Top 5 Winners (%)%
PLTR
palantir technologies inc
48.2 %
RNG
ringcentral inc
42.6 %
ILMN
illumina inc
42.5 %
NTAP
netapp inc
34.0 %
MSFT
microsoft corp
33.2 %
Top 5 Winners ($)$
CVX
chevron corporation
6.4 M
RNG
ringcentral inc
2.8 M
ILMN
illumina inc
2.6 M
MSFT
microsoft corp
2.6 M
NTAP
netapp inc
2.0 M
Top 5 Losers (%)%
LQDA
liquidia corporation
-57.7 %
IESC
ies holdings inc
-47.0 %
UCTT
ultra clean hldgs inc
-36.6 %
BLBD
blue bird corp
-28.6 %
AMEH
astrana health inc
-28.2 %
Top 5 Losers ($)$
LQDA
liquidia corporation
-5.7 M
LRCX
lam research corp
-3.8 M
KLAC
kla corp
-3.2 M
BNDW
vanguard scottsdale fds
-2.7 M
IJR
ishares tr
-2.5 M

Insight Wealth Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Wealth Strategies, LLC

Insight Wealth Strategies, LLC has 191 stocks in it's portfolio. About 31% of the portfolio is in top 10 stocks. LQDA proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Insight Wealth Strategies, LLC last quarter.

$1.01BTotal Value
204Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Wealth Strategies, LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.46%158,936
$4.69M
0.46%
increased 2.89 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.44%49,492
$4.44M
0.44%
increased 3.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.44%43,626
$4.41M
0.44%
increased 3.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.04%8,772
$348.9K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%3,461
$347.9K
0.03%
decreased 97.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%3,878
$293.3K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%1,986
$290.3K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Insight Wealth Strategies, LLC's holding in Tidal Trust I over time
1.21%388,918
$12.19M
1.21%
increased 3.25 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.09%11,907
$897.7K
0.09%
increased 0.23 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.04%9,355
$385.9K
0.04%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%6,780
$328.4K
0.03%
decreased 7.52 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%6,621
$327.5K
0.03%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Wealth Strategies, LLC's holding in Ishares Inc over time
0.03%6,608
$345.2K
0.03%
decreased 17.08 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Wealth Strategies, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Wealth Strategies, LLC's holding in American Centy Etf Tr over time
1.47%126,132
$14.85M
1.47%
decreased 0.12 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Insight Wealth Strategies, LLC's holding in Vaneck Etf Trust over time
2.88%1,138,830
$29.14M
2.88%
increased 2.99 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Insight Wealth Strategies, LLC's holding in Vaneck Etf Trust over time
0.05%781
$475.5K
0.05%
decreased 16.47 percentreduced