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Latest Insight Wealth Strategies, LLC Stock Portfolio

$1.02Billion | No. of Holdings #180

Insight Wealth Strategies, LLC Performance

2026 Q2+8.91%
YTD+10.39%
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 2026-07-10, 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 Jun, 2026. <br><br> The top stock holdings of Insight Wealth Strategies, LLC are PAB, CGW, BECO. The fund has invested 3.3% of it's portfolio in PGIM ETF TR and 3.3% of portfolio in INVESCO EXCH TRADED FD TR II. <br><br> The fund managers got completely rid off ISHARES TR (AOA), JANUS DETROIT STR TR (JAAA) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), VANECK ETF TRUST (BUZZ) and AMERICAN EXPRESS CO (AXP). Insight Wealth Strategies, LLC opened new stock positions in VANECK ETF TRUST (AFK), ISHARES TR (DMXF) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to PGIM ETF TR (PAB), ISHARES TR (IJR) and TIDAL TRUST I (ACSI).
Insight Wealth Strategies, LLC Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$1.02Billion
  as of Jul 10, 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 8.91% in the last quarter. In trailing 12 months, it's portfolio return was 20.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck etf trust28,228,900
invesco exch traded fd tr ii22,654,000
ishares tr20,910,900
schwab strategic tr20,007,600
spdr series trust18,818,500
incyte corp7,076,140
applovin corp6,939,060
popular inc6,913,890
New stocks bought by Insight Wealth Strategies, LLC

Additions

Ticker% Inc.
pgim etf tr3,395
ishares tr990
tidal trust i637
ishares tr309
wisdomtree tr169
t rowe price exchange-traded102
mueller inds inc100
costco wholesale corporation80.66
Additions to existing portfolio by Insight Wealth Strategies, LLC

Reductions

Ticker% Reduced
ishares tr-96.87
vaneck etf trust-96.45
american express co-95.55
mckesson corp-93.47
waste mgmt inc del-92.47
goldman sachs etf tr-90.45
ishares tr-90.04
bny mellon etf trust-87.48
Insight Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch traded fd tr ii-16,144,400
simplify exchange traded fun-14,056,600
ishares tr-24,616,300
janus detroit str tr-20,484,100
expro group holdings nv-4,708,520
vistance networks inc-4,506,790
janus detroit str tr-8,075,260
select sector spdr tr-12,556,700
Insight Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Strategies, LLC has about 57.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Energy
  • Industrials
  • Utilities
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Basic Materials
Sector%
Others57.7
Technology17.7
Healthcare6.1
Energy4.8
Industrials3.8
Utilities3.1
Consumer Cyclical2.2
Financial Services2
Communication Services1.3
Basic Materials1.2

Market Cap. Distribution

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

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED57
LARGE-CAP19.1
MEGA-CAP14
MID-CAP9.4

Stocks belong to which Index?

About 37.9% 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%
Others62.1
S&P 50028.9
RUSSELL 20009
Top 5 Winners (%)%
AMD
advanced micro devices inc
123.3 %
AMEH
astrana health inc
103.1 %
LQDA
liquidia corporation
103.1 %
STX
seagate technology hldngs pl
100.4 %
CNC
centene corp del
98.2 %
Top 5 Winners ($)$
LRCX
lam research corp
11.5 M
CGW
invesco exch traded fd tr ii
8.7 M
IBCE
ishares tr
8.2 M
STX
seagate technology hldngs pl
7.7 M
KLAC
kla corp
5.7 M
Top 5 Losers (%)%
IJR
ishares tr
-60.5 %
MLI
mueller inds inc
-41.1 %
LDOS
leidos holdings inc
-29.5 %
CENX
century alum co
-26.4 %
NFLX
netflix inc.
-22.4 %
Top 5 Losers ($)$
CVX
chevron corporation
-7.1 M
CENX
century alum co
-2.3 M
LDOS
leidos holdings inc
-1.8 M
HII
huntington ingalls inds inc
-1.8 M
DVN
devon energy corp new
-1.4 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 180 stocks in it's portfolio. About 29.3% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Insight Wealth Strategies, LLC last quarter.

$1.02BTotal Value
205Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Wealth Strategies, LLC, last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
1.18%122,642
$12.05M
1.18%
increased 3.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.46%154,475
$4.71M
0.46%
decreased 31.43 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.44%42,067
$4.52M
0.44%
increased 6.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.44%47,915
$4.50M
0.44%
increased 7.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.05%6,336
$484.1K
0.05%
increased 39.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%3,878
$290.8K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%1,986
$282.2K
0.03%
increased 1.07 percentadded
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
1.11%376,670
$11.39M
1.11%
increased 637.08 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.09%11,880
$904.1K
0.09%
decreased 0.13 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.04%7,331
$363.2K
0.04%
decreased 96.87 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%6,621
$324.3K
0.03%
increased 0.06 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Wealth Strategies, LLC's holding in Ishares Inc over time
0.04%7,969
$427.1K
0.04%
increased 3.47 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Insight Wealth Strategies, LLC's holding in Ishares Inc over time
0.02%4,538
$204.1K
0.02%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Wealth Strategies, LLC's holding in American Centy Etf Tr over time
1.53%126,289
$15.70M
1.53%
increased 1.53 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Insight Wealth Strategies, LLC's holding in Vaneck Etf Trust over time
2.76%1,105,720
$28.23M
2.76%
new position