Latest Insight Wealth Strategies, LLC Stock Portfolio

Insight Wealth Strategies, LLC Performance:

2025 Q3: 5.04%YTD: 10.01%2024: 1.28%

Performance for 2025 Q3 is 5.04%, and YTD is 10.01%, and 2024 is 1.28%.

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 $872.1 Millions as of 31 Dec, 2025.

The top stock holdings of Insight Wealth Strategies, LLC are CVX, IJR, BNDW. The fund has invested 3.8% of it's portfolio in CHEVRON CORP NEW and 3.5% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (AGT), DIMENSIONAL ETF TRUST (DFAC) and INVESCO EXCH TRADED FD TR II (BAB) stocks. They significantly reduced their stock positions in PAYONEER GLOBAL INC (PAYO), CHENIERE ENERGY INC (LNG) and META PLATFORMS INC (META). Insight Wealth Strategies, LLC opened new stock positions in VANECK ETF TRUST (BUZZ), JANUS DETROIT STR TR (JAAA) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that Insight Wealth Strategies, LLC made a return of 5.04% in the last quarter. In trailing 12 months, it's portfolio return was 2.48%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	16,453,500
janus detroit str tr	16,030,600
simplify exchange traded fun	14,025,700
century alum co	6,036,310
biogen inc	5,096,670
centene corp del	5,002,150
liquidia corporation	4,891,300
digitalocean hldgs inc	4,607,680

New stocks bought by Insight Wealth Strategies, LLC

Additions

Ticker	% Inc.
netflix inc	753
ishares tr	349
select sector spdr tr	104
tidal trust i	77.04
verisk analytics inc	49.19
pacer fds tr	41.82
fortinet inc	30.44
lowes cos inc	26.88

Additions to existing portfolio by Insight Wealth Strategies, LLC

Reductions

Ticker	% Reduced
payoneer global inc	-96.94
cheniere energy inc	-93.8
meta platforms inc	-81.29
janus detroit str tr	-41.32
select sector spdr tr	-39.92
ishares tr	-36.18
alphabet inc	-31.89
ishares u s etf tr	-29.83

Insight Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch traded fd tr ii	-11,888,200
ishares tr	-23,057,000
dimensional etf trust	-18,964,700
ishares tr	-5,905,680
sm energy co	-2,698,610
jefferies finl group inc	-5,349,320
dynatrace inc	-3,848,090
paccar inc	-4,381,740

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 (%)		%
FIX	comfort sys usa inc	57.7 %
TSLA	tesla inc	47.5 %
STX	seagate technology hldngs pl	46.4 %
GOOG	alphabet inc	38.1 %
GOOG	alphabet inc	37.6 %

Top 5 Winners ($)		$
LRCX	lam research corp	3.8 M
STX	seagate technology hldngs pl	3.7 M
FIX	comfort sys usa inc	2.4 M
CGW	invesco exch traded fd tr ii	2.3 M
BECO	blackrock etf trust	2.1 M

Top 5 Losers (%)		%
GDDY	godaddy inc	-21.8 %
VRSK	verisk analytics inc	-18.7 %
ACN	accenture plc ireland	-18.2 %
FTNT	fortinet inc	-17.8 %
TXN	texas instrs inc	-12.5 %

Top 5 Losers ($)		$
GDDY	godaddy inc	-1.0 M
VRSK	verisk analytics inc	-0.8 M
ACN	accenture plc ireland	-0.8 M
FTNT	fortinet 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. LRCX was the most profitable stock for Insight Wealth Strategies, LLC last quarter.

Last Reported on: 02 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.42	45,601	12,397,100	reduced	-2.06

AAXJ	ishares tr	2.04	575,043	17,803,300	reduced	-36.18

AAXJ	ishares tr	0.46	37,269	3,991,910	added	2.4

AAXJ	ishares tr	0.45	41,617	3,962,790	added	0.9

AAXJ	ishares tr	0.31	27,698	2,666,740	reduced	-6.9

AAXJ	ishares tr	0.03	1,952	251,429	reduced	-0.56

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABC	cencora inc	0.68	17,472	5,901,020	added	1.02

ABT	abbott labs	0.54	37,930	4,752,220	added	3.43

ACGL	arch cap group ltd	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.56	18,175	4,876,260	added	25.12

ACSI	tidal trust i	0.12	36,961	1,065,940	added	77.04

ACWF	ishares tr	0.92	182,293	7,977,140	added	0.52

ACWF	ishares tr	0.10	11,946	829,311	reduced	-0.09

ACWF	ishares tr	0.05	9,941	451,806	added	0.03

ACWV	ishares inc	0.04	6,947	370,249	added	8.82

ADP	automatic data processing in	0.52	17,459	4,490,900	added	1.08

AEMB	american centy etf tr	1.46	124,779	12,724,900	reduced	-0.51

AFK	vaneck etf trust	0.04	935	336,619	added	0.32

AFTY	pacer fds tr	0.08	20,287	658,618	added	41.82