Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC reported 192 US-listed holdings worth $1.01 billion in its 13F for the quarter ended 30 September 2026, filed 9 October 2026. Its largest: Invesco Exch Traded FD Trust II (3.7%), Legg Mason ETF Invt (3.7%) and BlackRock ETF Trust (3.3%). Against the quarter before, it opened 22 positions, added to 88, trimmed 64 and sold out of 12.
Reported holdings$1.01B-1.3% on Q2 2026
Positions192+10 on Q2 2026
The largest ten31.0%of its reported holdings
Latest 13FQ3 2026filed 9 October 2026
OpenedAdded toTrimmed
The 14 largest of its 192 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 22Added 88Held 18Trimmed 64Sold out 12
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 22
- iShares Broad Usd High Yld Corp. USHY$22.4 million
- Abrdn Etfs BCI$19.7 million
- Vanguard Scottsdale FDS VMBS$17.7 million
- iShares ETFs IGLB$17.6 million
- iShares Trust IGV$11.4 million
- Global X FDS BUG$8.5 million
- Lyft, Inc. LYFT$6.2 million
- Ziff Davis, Inc. ZD$5.8 million
and 14 more in the table below
Added to 88
- Legg Mason ETF Invt LVHI+206,204 shares · +30%
- iShares Trust GARP+89,112 shares · +35%
- Invesco Exch Traded FD Trust II SPMO+31,588 shares · +15%
- Flex Ltd. FLEX+23,875 shares · +85%
- Vanguard Scottsdale FDS VCLT+25,518 shares · +6%
- Century Aluminum Co. CENX+41,857 shares · +29%
- iShares Trust TLT+13,268 shares · +4%
- Qualcomm Inc. QCOM+4,951 shares · +16%
and 80 more in the table below
Trimmed 64
- SPDR Ser Trust KRE-243,119 shares · -98%
- Invesco S&P MidCap Momentum ETF XMMO-87,496 shares · -94%
- iShares Trust IHE-119,181 shares · -97%
- RingCentral, Inc. RNG-156,142 shares · -96%
- T Rowe Price ETF Inc. TFLR-174,229 shares · -31%
- DigitalOcean Holdings, Inc. DOCN-60,602 shares · -95%
- Invesco Exch Traded FD Trust II IDMO-130,316 shares · -34%
- iShares Core MSCI Emerging Mark IEMG-95,741 shares · -45%
and 56 more in the table below
Sold out of 12
- Invesco Variable Rate Preferred ETF VRP$22.7 million last quarter
- iShares Trust STIP$18.7 million last quarter
- AppLovin Corp. APP$6.9 million last quarter
- Knowles Corp. KN$5.8 million last quarter
- Weatherford International plc WFRD$5.1 million last quarter
- ExxonMobil Holdings Corp. XOM$1.9 million last quarter
- iShares Trust EFV$484,061 last quarter
- Vanguard Malvern FDS VGMS$246,641 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Invesco Exch Traded FD Trust II SPMO | 247,018 | $37.4 million | 3.70% | +31,588 |
| Legg Mason ETF Invt LVHI | 885,376 | $36.9 million | 3.65% | +206,204 |
| BlackRock ETF Trust DYNF | 486,949 | $33.7 million | 3.34% | -2,808 |
| Chevron Corp. CVX | 161,957 | $33.1 million | 3.27% | -9,446 |
| Vanguard Scottsdale FDS VCLT | 445,844 | $30.5 million | 3.02% | +25,518 |
| Pgim ETF Trust PAAA | 576,138 | $29.6 million | 2.92% | -79,844 |
| iShares Trust GARP | 345,059 | $29.4 million | 2.91% | +89,112 |
| Vaneck ETF Trust FLTR | 1,138,827 | $29.1 million | 2.88% | +33,112 |
| iShares Trust VLUE | 138,537 | $27.4 million | 2.71% | -12,949 |
| iShares Trust TLT | 330,227 | $25.7 million | 2.54% | +13,268 |
| Vanguard ETF VPLS | 309,237 | $22.9 million | 2.26% | +7,530 |
| iShares Broad Usd High Yld Corp. USHY | 626,335 | $22.4 million | 2.21% | new |
| Schwab Fundamental Internationa FNDF | 387,160 | $20.8 million | 2.06% | +3,505 |
| Lam Research Corp. LRCX | 61,398 | $20.2 million | 2.00% | +592 |
| Abrdn Etfs BCI | 761,713 | $19.7 million | 1.95% | new |
| T Rowe Price ETF Inc. TFLR | 383,452 | $19.4 million | 1.92% | -174,229 |
| Vanguard Scottsdale FDS VMBS | 397,559 | $17.7 million | 1.75% | new |
| iShares ETFs IGLB | 384,496 | $17.6 million | 1.74% | new |
| Apple Inc. AAPL | 47,432 | $15.8 million | 1.56% | +114 |
| Invesco Exch Traded FD Trust II IDMO | 255,416 | $15.6 million | 1.54% | -130,316 |
| American Centy ETF Trust AVUV | 126,132 | $14.9 million | 1.47% | -157 |
| Technology Select Sector SPDR ETF XLK | 66,724 | $13.1 million | 1.29% | -5,821 |
| Tidal Trust I HFGM | 388,918 | $12.2 million | 1.21% | +12,248 |
| Simplify Exchange Traded Fun CDX | 566,973 | $11.4 million | 1.13% | -197,355 |
| iShares Trust IGV | 107,147 | $11.4 million | 1.13% | new |
| Advisors Inner Circle FD III SAMT | 252,888 | $10.5 million | 1.04% | +1,116 |
| Microsoft Corp. MSFT | 19,681 | $10.1 million | 1.00% | -344 |
| iShares Core MSCI Emerging Mark IEMG | 116,932 | $9.5 million | 0.94% | -95,741 |
| Seagate Technology Holdings plc STX | 9,937 | $9.2 million | 0.91% | +138 |
| KLA Corp. KLAC | 44,707 | $8.7 million | 0.86% | +632 |
| NVIDIA Corp. NVDA | 38,063 | $8.7 million | 0.86% | +145 |
| Global X FDS BUG | 184,479 | $8.5 million | 0.84% | new |
| Fortinet, Inc. FTNT | 44,762 | $8.0 million | 0.79% | -13,281 |
| NetApp, Inc. NTAP | 37,957 | $8.0 million | 0.79% | +579 |
| Merck & Co., Inc. MRK | 54,318 | $7.9 million | 0.78% | -5 |
| Biogen Inc. BIIB | 34,161 | $7.7 million | 0.76% | -159 |
| Incyte Corp. INCY | 63,207 | $7.7 million | 0.76% | +1,032 |
| Amazon.com Inc. AMZN | 30,014 | $7.5 million | 0.74% | -259 |
| Stanley Black & Decker, Inc. SWK | 83,399 | $7.4 million | 0.73% | -902 |
| Cencora, Inc. COR | 24,223 | $7.3 million | 0.72% | -96 |
| Motorola Solutions, Inc. MSI | 16,275 | $7.3 million | 0.72% | +50 |
| Alphabet Inc. GOOGL | 20,460 | $7.0 million | 0.70% | -21 |
| Devon Energy Corp. DVN | 149,247 | $6.9 million | 0.68% | +2,929 |
| Comfort Systems USA Inc. FIX | 4,074 | $6.7 million | 0.67% | -562 |
| W.W. Grainger, Inc. GWW | 5,396 | $6.7 million | 0.66% | +55 |
| Illumina, Inc. ILMN | 24,488 | $6.7 million | 0.66% | -8,479 |
| Teradyne, Inc. TER | 16,658 | $6.7 million | 0.66% | +484 |
| Century Aluminum Co. CENX | 185,329 | $6.7 million | 0.66% | +41,857 |
| Broadcom Inc. AVGO | 18,789 | $6.6 million | 0.65% | +395 |
| Regeneron Pharmaceuticals, Inc. REGN | 8,617 | $6.5 million | 0.65% | -117 |
| CDW Corp. CDW | 50,391 | $6.5 million | 0.64% | +539 |
| Popular Inc. BPOP | 41,514 | $6.5 million | 0.64% | +482 |
| Qualcomm Inc. QCOM | 35,045 | $6.4 million | 0.64% | +4,951 |
| CF Industries Holdings, Inc. CF | 55,706 | $6.4 million | 0.63% | +874 |
| Constellation Energy Corp. CEG | 24,974 | $6.3 million | 0.63% | +309 |
| Lyft, Inc. LYFT | 414,655 | $6.2 million | 0.62% | new |
| Home Depot, Inc. HD | 21,838 | $6.2 million | 0.61% | +326 |
| Huntington Ingalls Industries, Inc. HII | 22,969 | $6.1 million | 0.61% | +485 |
| Centene Corp. CNC | 98,531 | $6.1 million | 0.61% | +128 |
| Ziff Davis, Inc. ZD | 102,570 | $5.8 million | 0.58% | new |
| Flex Ltd. FLEX | 52,016 | $5.7 million | 0.57% | +23,875 |
| Travere Therapeutics Inc. TVTX | 96,677 | $5.7 million | 0.56% | new |
| Baker Hughes Co. BKR | 103,189 | $5.7 million | 0.56% | +2,497 |
| Advanced Micro Devices Inc. AMD | 9,142 | $5.6 million | 0.55% | +40 |
| Arrow Electronics, Inc. ARW | 23,302 | $5.3 million | 0.52% | +439 |
| BWX Technologies, Inc. BWXT | 37,565 | $5.1 million | 0.51% | +6,461 |
| Astrana Health, Inc. ASTH | 139,664 | $5.0 million | 0.49% | -3,625 |
| SPDR S&P 500 SPY | 6,470 | $4.9 million | 0.49% | +56 |
| Pinterest, Inc. PINS | 259,441 | $4.9 million | 0.48% | new |
| iShares Trust PFF | 158,936 | $4.7 million | 0.46% | +4,461 |
| iShares Trust FLOT | 88,899 | $4.5 million | 0.45% | +2,592 |
| iShares Trust LQD | 44,217 | $4.5 million | 0.45% | +651 |
| Vaneck ETF Trust HYD | 93,720 | $4.5 million | 0.45% | +1,975 |
| Pagaya Technologies Ltd PGY | 256,154 | $4.4 million | 0.44% | new |
| iShares Trust MBB | 49,492 | $4.4 million | 0.44% | +1,577 |
| iShares Trust MUB | 43,626 | $4.4 million | 0.44% | +1,559 |
| Alphabet Inc. GOOG | 12,828 | $4.4 million | 0.43% | +154 |
| VSE Corp. VSEC | 26,100 | $4.3 million | 0.43% | new |
| Ultra Clean Holdings, Inc. UCTT | 51,199 | $4.2 million | 0.41% | +3,736 |
| Vanguard Mun BD FDS VTEB | 86,913 | $4.1 million | 0.41% | +2,775 |
| JPMorgan Chase & Co. JPM | 12,007 | $4.0 million | 0.39% | +133 |
| Interactive Brokers Group, Inc. IBKR | 42,035 | $3.6 million | 0.36% | -26 |
| Blue Bird Corp. BLBD | 64,335 | $3.6 million | 0.35% | +985 |
| Cardinal Health Inc. CAH | 15,258 | $3.4 million | 0.34% | +185 |
| Liquidia Corp. LQDA | 107,389 | $3.2 million | 0.32% | -16,678 |
| Old Republic International Corp. ORI | 86,825 | $3.2 million | 0.32% | +1,198 |
| iShares Trust IEF | 36,078 | $3.2 million | 0.32% | +1,031 |
| Goldman Sachs ETF Trust GSIE | 59,663 | $2.7 million | 0.27% | -2,647 |
| ExxonMobil Holdings Corp. XOM | 14,327 | $2.3 million | 0.23% | new |
| Wisdomtree U.s. Efficient Core Fund NTSX | 38,901 | $2.3 million | 0.22% | -150 |
| Invesco QQQ Trust QQQ | 2,923 | $2.2 million | 0.21% | -784 |
| iShares Edge MSCI Min Vol USA ETF USMV | 17,819 | $1.7 million | 0.17% | -66 |
| Pacer FDS Trust PSMD | 46,716 | $1.6 million | 0.16% | +6,546 |
| iShares Core S&P 500 ETF IVV | 2,101 | $1.6 million | 0.16% | -280 |
| Ea Series Trust MOOD | 36,001 | $1.6 million | 0.16% | +3,922 |
| iShares Trust MTUM | 5,004 | $1.6 million | 0.16% | +7 |
| BlackRock ETF Trust IALT | 52,868 | $1.6 million | 0.16% | new |
| iShares Edge MSCI USA Quality F QUAL | 6,637 | $1.5 million | 0.15% | -509 |
| First Trust Exchange-Traded FD FMB | 28,905 | $1.4 million | 0.14% | +963 |
| iShares Trust EFA | 12,572 | $1.3 million | 0.13% | -1,311 |
| Franklin Templeton ETF Trust FLBL | 53,059 | $1.2 million | 0.12% | +4,378 |
| Goldman Sachs ETF Trust GPIX | 21,749 | $1.2 million | 0.12% | +8,591 |
| Calamos ETF Trust CAIE | 44,438 | $1.2 million | 0.12% | -7,502 |
| SPDR Blmbg Barclays Convert Secs ETF CWB | 11,566 | $1.2 million | 0.12% | +16 |
| Fidelity Merrimack STR Trust FBND | 23,920 | $1.0 million | 0.10% | -458 |
| Tesla, Inc. TSLA | 2,794 | $991,339 | 0.10% | +22 |
| iShares Trust IUSG | 4,892 | $947,895 | 0.09% | +4 |
| Palantir Technologies Inc. PLTR | 4,871 | $911,123 | 0.09% | -126 |
| iShares Core Dividend Growth DGRO | 11,907 | $897,692 | 0.09% | +27 |
| Wisdomtree Trust WTIP | 22,573 | $836,101 | 0.08% | +3,031 |
| Meta Platforms, Inc. META | 1,139 | $826,179 | 0.08% | +74 |
| Invesco S&P MidCap Momentum ETF XMMO | 5,619 | $824,639 | 0.08% | -87,496 |
| Visa Inc. V | 2,253 | $809,605 | 0.08% | +34 |
| Vanguard S&P 500 VOO | 1,133 | $794,036 | 0.08% | +7 |
| BNY Mellon ETF Trust BKGI | 18,200 | $763,107 | 0.08% | -14,961 |
| Abrdn Precious Metals Basket GLTR | 3,908 | $727,974 | 0.07% | no change |
| Neos ETF Trust CSHI | 14,313 | $711,509 | 0.07% | new |
| Targa Resources Corp. TRGP | 2,552 | $689,754 | 0.07% | +16 |
| SPDR Ser Trust HYMB | 29,161 | $684,399 | 0.07% | +183 |
| iShares Core S&P Small-Cap ETF IJR | 4,644 | $631,798 | 0.06% | -24 |
| iShares Trust IWF | 4,985 | $624,481 | 0.06% | +2 |
| TJX Companies Inc. TJX | 4,608 | $609,626 | 0.06% | +14 |
| Berkshire Hathaway Inc. Class B BRKB | 1,194 | $594,552 | 0.06% | +35 |
| iShares S&P Growth Index FD IVW | 4,157 | $591,350 | 0.06% | +4 |
| Simplify Exchange Traded Fun CTA | 19,732 | $569,084 | 0.06% | +304 |
| Vanguard Intl Div Apprec ETF VIGI | 5,438 | $513,488 | 0.05% | -85 |
| iShares Select Dividend ETF DVY | 3,173 | $482,497 | 0.05% | -3 |
| Vaneck ETF Trust SMH | 781 | $475,455 | 0.05% | -154 |
| IES Holdings, Inc. IESC | 1,478 | $474,556 | 0.05% | +739 |
| DigitalOcean Holdings, Inc. DOCN | 3,280 | $437,519 | 0.04% | -60,602 |
| General Electric Co. GE | 1,379 | $430,781 | 0.04% | +24 |
| RingCentral, Inc. RNG | 5,750 | $429,559 | 0.04% | -156,142 |
| Goldman Sachs ETF Trust GPIQ | 7,326 | $424,778 | 0.04% | new |
| BlackRock ETF Trust LCTU | 5,185 | $423,451 | 0.04% | -14 |
| Netflix Inc. NFLX | 6,026 | $419,289 | 0.04% | +166 |
| SPDR Gold Trust GLD | 1,081 | $411,798 | 0.04% | +327 |
| iShares Trust IAGG | 7,992 | $393,211 | 0.04% | -894 |
| iShares Trust SHYG | 9,355 | $385,895 | 0.04% | new |
| iShares Trust EFAV | 4,180 | $380,909 | 0.04% | no change |
| Vanguard Whitehall FDS VYM | 2,450 | $380,194 | 0.04% | -151 |
| VG Totl STK Vprs VTI | 994 | $372,065 | 0.04% | -99 |
| Franklin Templeton ETF Trust FLJP | 8,754 | $362,416 | 0.04% | no change |
| iShares ETFs IGOV | 8,772 | $348,874 | 0.03% | new |
| iShares Trust IHE | 3,461 | $347,911 | 0.03% | -119,181 |
| Vaneck ETF Trust EMLC | 13,963 | $346,710 | 0.03% | +2,113 |
| Invesco Exch Traded FD Trust II IPKW | 5,841 | $346,430 | 0.03% | -611 |
| iShares Inc. EUHY | 6,608 | $345,173 | 0.03% | -1,361 |
| Invesco Exch Traded FD Trust II PICB | 15,336 | $341,003 | 0.03% | -2,151 |
| Wisdomtree Trust DWMF | 10,258 | $340,431 | 0.03% | +544 |
| GE Vernova Inc. GEV | 358 | $339,804 | 0.03% | +7 |
| First Trust ETFs FTHI | 14,256 | $336,288 | 0.03% | +173 |
| iShares Russell 2000 ETF IWM | 1,209 | $336,075 | 0.03% | -39 |
| Eli Lilly & Co. LLY | 290 | $335,553 | 0.03% | +17 |
| Coca-Cola Co. KO | 3,896 | $335,332 | 0.03% | +200 |
| WEC Energy Group, Inc. WEC | 3,267 | $329,291 | 0.03% | +49 |
| iShares Trust HEZU | 6,780 | $328,429 | 0.03% | -551 |
| iShares Trust IQLT | 6,621 | $327,519 | 0.03% | no change |
| iShares Trust SGOV | 3,246 | $326,799 | 0.03% | new |
| Vanguard Index FDS VXF | 1,408 | $326,203 | 0.03% | +1 |
| McKesson Corp. MCK | 367 | $313,084 | 0.03% | -7 |
| Mueller Industries Inc. MLI | 5,053 | $306,236 | 0.03% | +9 |
| iShares Trust ACWX | 3,878 | $293,254 | 0.03% | no change |
| iShares Core MSCI Eafe ETF IEFA | 3,015 | $292,128 | 0.03% | no change |
| iShares Trust DSI | 1,986 | $290,339 | 0.03% | no change |
| Bio-Rad Laboratories, Inc. BIO | 766 | $289,326 | 0.03% | -61 |
| Schwab Strategic Trust SCHO | 11,932 | $284,698 | 0.03% | new |
| SPDR S&P 500 Growth ETF SPYG | 2,294 | $282,289 | 0.03% | +2 |
| Costco Wholesale Corp. COST | 307 | $279,443 | 0.03% | -76 |
| ATI Inc. ATI | 1,455 | $275,577 | 0.03% | +1 |
| iShares Russell 1000 Value Inde IWD | 1,109 | $274,854 | 0.03% | +2 |
| SPDR Ser Trust KRE | 3,907 | $271,320 | 0.03% | -243,119 |
| Leidos Holdings, Inc. LDOS | 2,157 | $262,751 | 0.03% | -40,590 |
| Wisdomtree Trust USFR | 5,210 | $262,538 | 0.03% | -4,896 |
| Cisco Systems, Inc. CSCO | 2,428 | $261,356 | 0.03% | -187 |
| American Express Co. AXP | 851 | $258,674 | 0.03% | -178 |
| Bank of America Corp. BAC | 4,665 | $253,916 | 0.03% | -1,134 |
| Vanguard Ftse Developed Markets VEA | 3,499 | $247,086 | 0.02% | -1,799 |
| Johnson & Johnson JNJ | 925 | $244,885 | 0.02% | +75 |
| Invesco Mun Opportunity Trust Com VMO | 29,145 | $243,362 | 0.02% | +587 |
| Shell plc SHEL | 2,549 | $242,300 | 0.02% | new |
| iShares Trust IVVW | 5,285 | $239,916 | 0.02% | -7,310 |
| Walmart Inc. WMT | 2,243 | $233,082 | 0.02% | -360 |
| Schwab Strategic Trust SCHD | 7,118 | $231,549 | 0.02% | no change |
| Schwab Strategic Trust SCHG | 6,336 | $227,652 | 0.02% | -1,560 |
| Caterpillar Inc. CAT | 280 | $227,357 | 0.02% | +16 |
| Invesco Muni Income Opp Trst OIA | 39,480 | $226,220 | 0.02% | +266 |
| iShares Trust USXF | 3,118 | $212,190 | 0.02% | +4 |
| Janus Detroit STR Trust JAAA | 4,124 | $208,132 | 0.02% | -155 |
| Vanguard Growth ETF VUG | 2,260 | $203,631 | 0.02% | new |
| Texas Instruments Inc. TXN | 714 | $200,071 | 0.02% | -106 |
| Richardson Electrs Ltd RELL | 10,000 | $177,300 | 0.02% | no change |
| Nuveen Amt Free Qlty Mun Inc. NEA | 11,889 | $118,298 | 0.01% | +143 |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Broadcom Inc. AVGO | Calls | 200 | $70,238 |
| Amazon.com Inc. AMZN | Calls | 100 | $24,915 |
2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.