Latest Insight Wealth Strategies, LLC Stock Portfolio

Insight Wealth Strategies, LLC Performance:

2026 Q1: 1.36%YTD: 1.36%2025: 14.89%

Performance for 2026 Q1 is 1.36%, and YTD is 1.36%, and 2025 is 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 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Wealth Strategies, LLC reported an equity portfolio of $895.7 Millions as of 31 Mar, 2026.

The top stock holdings of Insight Wealth Strategies, LLC are CVX, GBIL, BECO. The fund has invested 4% of it's portfolio in CHEVRON CORPORATION and 3.1% of portfolio in GOLDMAN SACHS ETF TR.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), AUTOMATIC DATA PROCESSING IN (ADP) and BOOZ ALLEN HAMILTON HLDG COR (BAH) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), ISHARES TR (IJR) and ISHARES TR (AMPS). Insight Wealth Strategies, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), ISHARES INC (EMGF) and CDW CORP (CDW).

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

Our best estimate is that Insight Wealth Strategies, LLC made a return of 1.36% in the last quarter. In trailing 12 months, it's portfolio return was 16.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard malvern fds	26,621,200
invesco exch traded fd tr ii	16,144,400
ishares tr	12,261,000
ishares tr	10,288,200
janus detroit str tr	8,075,260
devon energy corp new	6,863,380
huntington ingalls inds inc	5,023,560
ea series trust	1,126,320

New stocks bought by Insight Wealth Strategies, LLC

Additions

Ticker	% Inc.
ishares tr	10,350
ishares inc	61.39
cdw corp	55.87
abbott laboratories	39.58
calamos etf tr	38.47
tidal trust i	38.26
janus detroit str tr	29.22
moodys corp	29.18

Additions to existing portfolio by Insight Wealth Strategies, LLC

Reductions

Ticker	% Reduced
vanguard whitehall fds	-96.65
ishares tr	-90.94
ishares tr	-84.98
ishares tr	-60.83
simplify exchange traded fun	-48.6
vaneck etf trust	-47.63
t rowe price etf inc	-42.97
ishares tr	-36.79

Insight Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-12,815,300
booz allen hamilton hldg cor	-4,212,680
payoneer global inc	-108,736
automatic data processing in	-4,490,900
blackrock etf trust ii	-256,819
series portfolios tr	-267,208
intuit	-4,209,630
ishares u s etf tr	-263,184

Insight Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Strategies, LLC has about 60.5% of it's holdings in Others sector.

Sector	%
Others	60.5
Technology	12.6
Energy	7.1
Healthcare	5.3
Industrials	3.9
Financial Services	2.9
Utilities	2.7
Consumer Cyclical	1.9
Communication Services	1.2

Market Cap. Distribution

Insight Wealth Strategies, LLC has about 33.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.9
LARGE-CAP	17.8
MEGA-CAP	15.3
MID-CAP	6.1

Stocks belong to which Index?

About 38% of the stocks held by Insight Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62
S&P 500	30
RUSSELL 2000	8

Top 5 Winners (%)		%
DOCN	digitalocean hldgs inc	77.1 %
CENX	century alum co	48.5 %
FIX	comfort sys usa inc	47.0 %
XOM	exxon mobil corp	39.7 %
STX	seagate technology hldngs pl	37.3 %

Top 5 Winners ($)		$
CVX	chevron corporation	10.8 M
DOCN	digitalocean hldgs inc	3.6 M
LRCX	lam research corp	3.3 M
CENX	century alum co	2.9 M
STX	seagate technology hldngs pl	2.6 M

Top 5 Losers (%)		%
ACN	accenture plc ireland	-25.8 %
QCOM	qualcomm inc	-24.4 %
MSFT	microsoft corp	-22.2 %
CNC	centene corp del	-20.4 %
CEG	constellation energy corp	-19.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.0 M
AXP	american express co	-1.5 M
CGW	invesco exch traded fd tr ii	-1.5 M
CEG	constellation energy corp	-1.3 M
ACN	accenture plc ireland	-1.3 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 176 stocks in it's portfolio. About 29.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Insight Wealth Strategies, LLC last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.29	45,628	11,580,000	added	0.06

AAXJ	ishares tr	1.15	118,692	10,288,200	new

AAXJ	ishares tr	0.76	225,271	6,830,220	reduced	-60.83

AAXJ	ishares tr	0.47	44,638	4,238,360	added	7.26

AAXJ	ishares tr	0.47	39,438	4,186,300	added	5.82

AAXJ	ishares tr	0.28	26,848	2,521,830	reduced	-3.07

AAXJ	ishares tr	0.04	4,547	338,069	new

AAXJ	ishares tr	0.03	1,965	238,192	added	0.67

ABC	cencora inc	0.62	17,671	5,551,090	added	1.14

ABT	abbott laboratories	0.61	52,944	5,435,740	added	39.58

ACN	accenture plc ireland	0.42	18,848	3,737,350	added	3.7

ACSI	tidal trust i	0.18	51,103	1,638,350	added	38.26

ACWF	ishares tr	1.14	234,524	10,248,700	added	28.65

ACWF	ishares tr	0.09	11,895	834,787	reduced	-0.43

ACWF	ishares tr	0.03	6,617	305,891	reduced	-33.44

ACWV	ishares inc	0.04	7,702	404,086	added	10.87

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	1.53	124,387	13,741,100	reduced	-0.31

AFK	vaneck etf trust	0.04	935	358,370	unchanged	0.00

AFTY	pacer fds tr	0.09	25,819	823,368	added	27.27