Latest Insight Wealth Strategies, LLC Stock Portfolio

Insight Wealth Strategies, LLC Performance:

2025 Q3: 3.83%YTD: 17.33%2024: 4.3%

Performance for 2025 Q3 is 3.83%, and YTD is 17.33%, and 2024 is 4.3%.

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 18-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $807.2 Millions. In it's latest 13F Holdings report, Insight Wealth Strategies, LLC reported an equity portfolio of $848.7 Millions as of 30 Sep, 2025.

The top stock holdings of Insight Wealth Strategies, LLC are CVX, BNDW, IJR. The fund has invested 4% of it's portfolio in CHEVRON CORP NEW and 3.6% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off ISHARES TR (AGT), CORTEVA INC (CTVA) and SYSCO CORP (SYY) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), REINSURANCE GRP OF AMERICA I (RGA) and ARCH CAP GROUP LTD (ACGL). Insight Wealth Strategies, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), INVESCO EXCH TRADED FD TR II (CGW) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), INTUIT (INTU) and FRANKLIN TEMPLETON ETF TR (BUYZ).

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

Our best estimate is that Insight Wealth Strategies, LLC made a return of 3.83% in the last quarter. In trailing 12 months, it's portfolio return was 16.02%.

New Buys

Ticker	$ Bought
dimensional etf trust	18,964,700
invesco exch traded fd tr ii	16,586,700
simplify exchange traded fun	11,795,300
select sector spdr tr	11,732,900
ishares inc	7,281,520
baker hughes company	5,158,670
constellation energy corp	5,008,440
weatherford intl plc	4,982,660

New stocks bought by Insight Wealth Strategies, LLC

Additions

Ticker	% Inc.
simplify exchange traded fun	133
intuit	85.11
franklin templeton etf tr	70.74
ishares tr	58.41
abrdn precious metals basket	37.87
pacer fds tr	32.29
booz allen hamilton hldg cor	24.59
apple inc	22.71

Additions to existing portfolio by Insight Wealth Strategies, LLC

Reductions

Ticker	% Reduced
first tr exchange-traded fd	-96.91
reinsurance grp of america i	-94.11
arch cap group ltd	-92.78
seagate technology hldngs pl	-52.19
ies hldgs inc	-47.36
ishares tr	-46.68
ishares tr	-44.26
invesco exch traded fd tr ii	-35.63

Insight Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-21,885,200
corteva inc	-4,809,930
sysco corp	-4,738,010
fidelity natl information sv	-2,456,140
trust for professional manag	-531,561
intercontinental exchange in	-3,404,390
sherwin williams co	-4,525,120
american tower corp new	-2,393,810

Insight Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Strategies, LLC has about 59.7% of it's holdings in Others sector.

Sector	%
Others	59.7
Technology	14.5
Energy	6.5
Industrials	5
Financial Services	3.7
Healthcare	3.3
Utilities	2.7
Consumer Cyclical	2.2
Communication Services	2

Market Cap. Distribution

Insight Wealth Strategies, LLC has about 36.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.1
LARGE-CAP	21.9
MEGA-CAP	14.6
SMALL-CAP	2.5
MID-CAP	1.8

Stocks belong to which Index?

About 35.5% of the stocks held by Insight Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.4
S&P 500	30.7
RUSSELL 2000	4.8

Top 5 Winners (%)		%
STX	seagate technology hldngs pl	63.2 %
FIX	comfort sys usa inc	58.1 %
TSLA	tesla inc	47.8 %
PLTR	palantir technologies inc	39.0 %
LRCX	lam research corp	38.3 %

Top 5 Winners ($)		$
STX	seagate technology hldngs pl	5.1 M
LRCX	lam research corp	4.0 M
FIX	comfort sys usa inc	2.4 M
CVX	chevron corp new	2.1 M
GOOG	alphabet inc	2.1 M

Top 5 Losers (%)		%
GDDY	godaddy inc	-20.3 %
ACN	accenture plc ireland	-17.9 %
VRSK	verisk analytics inc	-17.7 %
FTNT	fortinet inc	-17.7 %
TXN	texas instrs inc	-12.6 %

Top 5 Losers ($)		$
GDDY	godaddy inc	-0.9 M
ACN	accenture plc ireland	-0.8 M
FTNT	fortinet inc	-0.8 M
VRSK	verisk analytics inc	-0.8 M
CDW	cdw corp	-0.6 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 170 stocks in it's portfolio. About 30.9% of the portfolio is in top 10 stocks. GDDY proved to be the most loss making stock for the portfolio. STX was the most profitable stock for Insight Wealth Strategies, LLC last quarter.

Last Reported on: 06 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.40	46,562	11,856,000	added	22.71

AAXJ	ishares tr	3.36	901,080	28,492,100	added	1.88

AAXJ	ishares tr	0.70	138,631	5,905,680	added	3.18

AAXJ	ishares tr	0.46	41,244	3,924,370	reduced	-0.41

AAXJ	ishares tr	0.46	36,396	3,875,820	reduced	-0.46

AAXJ	ishares tr	0.33	29,750	2,831,940	reduced	-7.48

AAXJ	ishares tr	0.03	1,963	247,179	reduced	-2.92

ABC	cencora inc	0.64	17,296	5,405,370	added	14.2

ABT	abbott labs	0.58	36,673	4,911,980	new

ACGL	arch cap group ltd	0.04	3,367	305,508	reduced	-92.78

ACN	accenture plc ireland	0.42	14,526	3,582,060	added	4.27

ACSI	tidal trust i	0.08	20,877	659,922	new

ACWF	ishares tr	0.90	181,357	7,646,740	reduced	-46.68

ACWF	ishares tr	0.10	11,957	814,014	added	0.24

ACWF	ishares tr	0.05	9,938	439,169	unchanged	0.00

ACWV	ishares inc	0.04	6,384	355,014	unchanged	0.00

ADP	automatic data processing in	0.60	17,272	5,069,210	added	14.16

AEMB	american centy etf tr	1.47	125,422	12,483,300	reduced	-0.14

AFK	vaneck etf trust	0.04	932	304,129	unchanged	0.00

AFTY	pacer fds tr	0.05	14,305	452,610	added	32.29