Insight Wealth Strategies, LLC
CIK 1749914 · View on SEC EDGAR ↗
- Portfolio value
- $895.7M
- Positions
- 177
- As of
- March 31, 2026 Data as of Q1 2026
#2,633 of 9,443 by 13F value · top 27.9%
Portfolio value QoQ: +2.7% 13F does not disclose cash
- Top 10 holdings weight
- 29.71%
- Top 25 holdings weight
- 53.83%
- Positions above 1%
- 29
- Effective number of positions
- 63.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 15.93% Est. buys $148,958,832 · sells $140,780,977
Median holding: 5.0 quarters Tracked Q4 2024–Q1 2026 · 75.3% still held
- New positions
- 17
- Increased
- 102
- Decreased
- 51
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
9.8%
Energy
7.0%
Health Care
5.9%
Industrials
5.5%
Financial Services
2.3%
Retail
2.1%
Communication Services
1.2%
Materials
1.0%
Financials
1.0%
Utilities
0.7%
Communications
0.6%
Consumer Discretionary
0.2%
Consumer Staples
0.1%
Other/Unmapped
62.6%
Full portfolio 177 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CVX Chevron Corporation Common Stock | $36,253,680 | 4.05% | 175,223 | $2,745,059 | Down ×1 | ||
| GSIE | $28,141,006 | 3.14% | 652,469 | $239,606 | Up ×2 | ||
| DYNF | $27,622,907 | 3.08% | 474,784 | $126,974 | Up ×4 | ||
| LQD | $27,378,567 | 3.06% | 251,203 | $-3,106,065 | Down ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $27,022,571 | 3.02% | 361,651 | $-3,215,065 | Down ×1 | ||
| VPLS Vanguard Core Plus Bond ETF | $26,621,209 | 2.97% | 343,106 | Up ×1 | |||
| LVHI | $25,379,177 | 2.83% | 626,028 | $3,465,468 | Up ×2 | ||
| IGLB | $24,616,301 | 2.75% | 495,996 | $578,351 | Up ×4 | ||
| VLUE | $22,021,159 | 2.46% | 154,871 | $21,818,551 | Up ×1 | ||
| SPMO | $21,080,977 | 2.35% | 188,038 | $-5,597,298 | Down ×1 | ||
| JMBS | $20,484,097 | 2.29% | 453,389 | $4,453,500 | Up ×1 | ||
| IDMO | $20,209,068 | 2.26% | 368,510 | $2,452,418 | Up ×2 | ||
| PGHY | $16,144,424 | 1.80% | 831,758 | Up ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $14,778,443 | 1.65% | 69,168 | $190,168 | Down ×3 | ||
| CDX | $14,513,291 | 1.62% | 680,098 | $99,437 | Up ×2 | ||
| TUA | $14,056,584 | 1.57% | 666,189 | $30,860 | Up ×1 | ||
| TFLR | $13,887,777 | 1.55% | 275,770 | $-10,967,094 | Down ×1 | ||
| QUAL | $13,756,547 | 1.54% | 71,720 | $-5,154,090 | Down ×3 | ||
| AVUV | $13,741,070 | 1.53% | 124,387 | $1,016,141 | Down ×3 | ||
| XMMO | $13,352,711 | 1.49% | 92,075 | $744,728 | Up ×4 | ||
| IEMG | $12,943,815 | 1.45% | 185,574 | $5,214,303 | Up ×2 | ||
| XLV XLV | $12,556,709 | 1.40% | 85,647 | $-456,892 | Up ×1 | ||
| STIP | $12,260,984 | 1.37% | 118,544 | Up ×1 | |||
| BKGI | $11,794,612 | 1.32% | 264,809 | $1,169,311 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $11,580,027 | 1.29% | 45,628 | $-817,052 | Up ×1 | ||
| IHE IHE | $10,288,206 | 1.15% | 118,692 | Up ×1 | |||
| HEZU | $10,248,695 | 1.14% | 234,524 | $2,271,552 | Up ×2 | ||
| SAMT | $9,771,840 | 1.09% | 248,837 | $282,206 | Up ×4 | ||
| XLK XLK | $9,671,793 | 1.08% | 72,775 | $1,063,621 | Up ×3 | ||
| CENX Century Aluminum Company - Common Stock | $8,570,149 | 0.96% | 146,024 | $2,533,843 | Down ×1 | ||
| EMLC | $8,379,828 | 0.94% | 333,725 | $-8,073,681 | Down ×1 | ||
| JBBB | $8,075,259 | 0.90% | 173,270 | Up ×1 | |||
| DOCN DigitalOcean Holdings, Inc. Common Stock | $7,978,312 | 0.89% | 93,009 | $3,370,630 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $7,677,118 | 0.86% | 5,214 | $914,770 | Down ×3 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $7,625,393 | 0.85% | 19,464 | $636,458 | Down ×3 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $7,497,032 | 0.84% | 5,437 | $2,250,363 | Down ×3 | ||
| AXP American Express Company Common Stock | $6,997,557 | 0.78% | 23,134 | $-1,260,200 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6,903,484 | 0.77% | 18,649 | $-901,460 | Up ×5 | ||
| DVN Devon Energy Corporation Common Stock | $6,863,384 | 0.77% | 136,395 | Up ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $6,830,223 | 0.76% | 225,271 | $-10,973,114 | Down ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $6,179,057 | 0.69% | 19,964 | $695,221 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6,049,198 | 0.68% | 50,288 | $-277,284 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,035,350 | 0.67% | 20,988 | $-490,834 | Up ×1 | ||
| MCO Moody's Corporation Common Stock | $5,903,321 | 0.66% | 13,532 | $552,353 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5,871,642 | 0.66% | 28,192 | $-581,497 | Up ×1 | ||
| BKR Baker Hughes Company - Common Stock | $5,853,939 | 0.65% | 95,888 | $880,628 | Down ×1 | ||
| CDW CDW Corporation - Common Stock | $5,776,357 | 0.64% | 47,731 | $1,605,626 | Up ×5 | ||
| GWW W.W. Grainger, Inc. Common Stock | $5,755,968 | 0.64% | 5,277 | $665,491 | Up ×5 | ||
| WFRD Weatherford International plc - Ordinary shares | $5,695,738 | 0.64% | 60,221 | $867,845 | Down ×2 | ||
| MSI Motorola Solutions, Inc. Common Stock | $5,605,370 | 0.63% | 12,916 | $1,291,857 | Up ×5 | ||
| COR Cencora, Inc. Common Stock | $5,551,087 | 0.62% | 17,671 | $-349,931 | Up ×3 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $5,482,484 | 0.61% | 19,633 | $-72,337 | Up ×2 | ||
| ABT Abbott Laboratories Common Stock | $5,435,740 | 0.61% | 52,944 | $683,517 | Up ×2 | ||
| BIIB Biogen Inc. - Common Stock | $5,380,002 | 0.60% | 29,346 | $283,332 | Up ×1 | ||
| LQDA Liquidia Corporation - Common Stock | $5,374,251 | 0.60% | 142,402 | $482,948 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,336,920 | 0.60% | 30,602 | $-171,810 | Up ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $5,319,113 | 0.59% | 6,884 | $-466,932 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $5,250,833 | 0.59% | 15,965 | $696,009 | Up ×5 | ||
| HII Huntington Ingalls Industries, Inc. Common Stock | $5,023,560 | 0.56% | 13,223 | Up ×1 | |||
| SWK Stanley Black & Decker, Inc. Common Stock | $4,968,976 | 0.55% | 69,926 | $-66,824 | Up ×2 | ||
| MCK McKesson Corporation Common Stock | $4,954,228 | 0.55% | 5,725 | $236,744 | Down ×2 | ||
| XPRO Expro Group Holdings N.V. Common Stock | $4,708,517 | 0.53% | 270,449 | $1,137,686 | Up ×1 | ||
| VISN Vistance Networks, Inc. - Common Stock | $4,506,793 | 0.50% | 247,626 | $91,032 | Up ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $4,485,284 | 0.50% | 54,886 | $28,239 | Down ×1 | ||
| SPY SPY | $4,391,991 | 0.49% | 6,753 | $-154,075 | Up ×2 | ||
| HYD | $4,334,794 | 0.48% | 86,454 | $890,231 | Up ×1 | ||
| LDOS Leidos Holdings, Inc. Common Stock | $4,285,373 | 0.48% | 27,555 | $-616,930 | Up ×1 | ||
| MBB iShares MBS ETF | $4,238,363 | 0.47% | 44,638 | $275,577 | Up ×2 | ||
| MUB | $4,186,295 | 0.47% | 39,438 | $194,384 | Up ×2 | ||
| FLOT | $4,094,577 | 0.46% | 80,365 | $47,455 | Up ×2 | ||
| VRSK Verisk Analytics, Inc. - Common Stock | $4,065,038 | 0.45% | 21,423 | $-610,204 | Up ×3 | ||
| KR Kroger Company (The) Common Stock | $4,061,235 | 0.45% | 56,125 | $652,921 | Up ×1 | ||
| XYZ Block, Inc. Class A Common Stock, | $4,034,688 | 0.45% | 67,044 | $-256,675 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4,016,558 | 0.45% | 27,458 | $-797,270 | Up ×1 | ||
| CNC Centene Corporation Common Stock | $3,998,798 | 0.45% | 122,138 | $-1,003,355 | Up ×1 | ||
| VTEB | $3,911,333 | 0.44% | 78,399 | $301,944 | Up ×1 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $3,810,176 | 0.43% | 6,781 | $-736,782 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3,808,616 | 0.43% | 18,722 | $-180,328 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3,799,689 | 0.42% | 29,505 | $-1,072,051 | Up ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $3,739,281 | 0.42% | 65,844 | $635,213 | Down ×4 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $3,737,347 | 0.42% | 18,848 | $-1,138,911 | Up ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,557,278 | 0.40% | 12,401 | $-313,306 | Up ×4 | ||
| ASTH Astrana Health Inc. - Common Stock | $3,513,495 | 0.39% | 143,291 | $-618 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,371,677 | 0.38% | 11,462 | $-124,952 | Up ×2 | ||
| CTAS Cintas Corporation - Common Stock | $3,286,063 | 0.37% | 19,428 | $-364,096 | Up ×1 | ||
| WM Waste Management, Inc. Common Stock | $3,125,661 | 0.35% | 13,602 | $368,444 | Up ×3 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $3,112,003 | 0.35% | 32,607 | $68,510 | Up ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $2,968,667 | 0.33% | 14,049 | $-383,529 | Down ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $2,943,957 | 0.33% | 43,894 | $158,993 | Up ×2 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $2,913,580 | 0.33% | 21,545 | $176,673 | Up ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,776,847 | 0.31% | 16,367 | $679,054 | Down ×1 | ||
| ORI Old Republic International Corporation Common Stock | $2,770,008 | 0.31% | 69,424 | $-63,160 | Up ×3 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $2,521,826 | 0.28% | 26,848 | $-144,910 | Down ×5 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $2,520,073 | 0.28% | 29,070 | $-25,453,542 | Down ×1 | ||
| JNK | $2,474,866 | 0.28% | 25,855 | $-109,270 | Down ×5 | ||
| WMT Walmart Inc. - Common Stock | $2,430,894 | 0.27% | 19,560 | $296,952 | Up ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,413,633 | 0.27% | 4,182 | $-206,490 | Down ×1 | ||
| NTSX | $1,959,247 | 0.22% | 37,569 | $-45,608 | Up ×3 | ||
| USMV | $1,806,143 | 0.20% | 19,475 | $-10,399,430 | Down ×1 | ||
| HFGM Unlimited HFGM Global Macro ETF | $1,638,349 | 0.18% | 51,103 | $572,405 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| DYNF | $27,622,907 | 3.08% | up ×4 |
| IGLB | $24,616,301 | 2.75% | up ×4 |
| XMMO | $13,352,711 | 1.49% | up ×4 |
| BKGI | $11,794,612 | 1.32% | up ×3 |
| SAMT | $9,771,840 | 1.09% | up ×4 |
| XLK | $9,671,793 | 1.08% | up ×3 |
| MSFT | $6,903,484 | 0.77% | up ×5 |
| MCO | $5,903,321 | 0.66% | up ×4 |
| CDW | $5,776,357 | 0.64% | up ×5 |
| GWW | $5,755,968 | 0.64% | up ×5 |
| MSI | $5,605,370 | 0.63% | up ×5 |
| COR | $5,551,087 | 0.62% | up ×3 |
| HD | $5,250,833 | 0.59% | up ×5 |
| VRSK | $4,065,038 | 0.45% | up ×3 |
| ACN | $3,737,347 | 0.42% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VPLS | $26,621,209 | 343,106 | 2.97% |
| PGHY | $16,144,424 | 831,758 | 1.80% |
| STIP | $12,260,984 | 118,544 | 1.37% |
| IHE | $10,288,206 | 118,692 | 1.15% |
| JBBB | $8,075,259 | 173,270 | 0.90% |
| DVN | $6,863,384 | 136,395 | 0.77% |
| HII | $5,023,560 | 13,223 | 0.56% |
| MOOD | $1,126,320 | 27,467 | 0.13% |
| GPIX | $478,160 | 9,556 | 0.05% |
| EFV | $338,069 | 4,547 | 0.04% |
| WTIP | $273,067 | 7,244 | 0.03% |
| GEV | $253,496 | 290 | 0.03% |
| SHEL | $237,074 | 2,549 | 0.03% |
| SCHD | $218,380 | 7,118 | 0.02% |
| COST | $211,536 | 212 | 0.02% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| PFF | Trimmed | -350K | -$11.0M |
| TFLR | Trimmed | -208K | -$11.0M |
| EMLC | Trimmed | -304K | -$8.1M |
| SPMO | Trimmed | -36K | -$5.6M |
| IEMG | Bought more | +71K | +$5.2M |
| QUAL | Trimmed | -23K | -$5.2M |
| JMBS | Bought more | +103K | +$4.5M |
| LVHI | Bought more | +31K | +$3.5M |
| DOCN | Trimmed | -3K | +$3.4M |
| VCLT | Trimmed | -37K | -$3.2M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HYDB | Dec. 31, 2025 | 481,910 | $23,056,963 | No longer tracked |
| ICVT | Sept. 30, 2025 | 245,103 | $21,885,221 | No longer tracked |
| DFIP | Dec. 31, 2025 | 449,081 | $18,964,703 | No longer tracked |
| XLC | March 31, 2026 | 108,862 | $12,815,258 | No longer tracked |
| BKLN | Dec. 31, 2025 | 567,999 | $11,888,225 | No longer tracked |
| TIP | June 30, 2025 | 100,070 | $11,116,764 | No longer tracked |
| LRCXXXXX | March 31, 2025 | 103,703 | $7,490,442 | No longer tracked |
| XLP | March 31, 2025 | 82,409 | $6,478,196 | No longer tracked |
| IGOV | Dec. 31, 2025 | 138,631 | $5,905,681 | |
| XSVM | March 31, 2025 | 102,080 | $5,561,322 | No longer tracked |
| JEF | Dec. 31, 2025 | 81,769 | $5,349,325 | -15.4% |
| FYLD | March 31, 2025 | 211,730 | $5,337,701 | No longer tracked |
| ORCL | Dec. 31, 2025 | 18,290 | $5,143,822 | -24.9% |
| CTVA | Sept. 30, 2025 | 64,038 | $4,809,929 | 18.5% |
| SYY | Sept. 30, 2025 | 61,246 | $4,738,006 | 2.1% |
| AMGN | June 30, 2025 | 14,841 | $4,623,671 | 56.2% |
| SHW | Sept. 30, 2025 | 12,736 | $4,525,115 | 0.5% |
| ADP | March 31, 2026 | 17,459 | $4,490,904 | 37.3% |
| PCAR | Dec. 31, 2025 | 44,566 | $4,381,735 | 19.5% |
| HSY | June 30, 2025 | 25,259 | $4,320,029 | 13.3% |
| BAH | March 31, 2026 | 49,937 | $4,212,685 | -1.6% |
| INTU | March 31, 2026 | 6,355 | $4,209,627 | -16.6% |
| FTI | March 31, 2025 | 141,264 | $4,088,180 | 145.7% |
| FLS | March 31, 2025 | 67,744 | $3,896,623 | 62.1% |
| DT | Dec. 31, 2025 | 79,424 | $3,848,093 | 11.2% |
| CSGP | March 31, 2025 | 51,815 | $3,709,436 | -59.6% |
| LW | June 30, 2025 | 65,076 | $3,468,575 | 2.9% |
| GDDY | Dec. 31, 2025 | 25,271 | $3,457,831 | -22.7% |
| ICE | Sept. 30, 2025 | 18,720 | $3,404,387 | -4.5% |
| UNH | June 30, 2025 | 6,336 | $3,318,482 | 24.2% |
| SM | Dec. 31, 2025 | 108,074 | $2,698,613 | 102.1% |
| FIS | Sept. 30, 2025 | 29,826 | $2,456,141 | -38.2% |
| UNP | Sept. 30, 2025 | 10,308 | $2,428,217 | 29.6% |
| AMT | Sept. 30, 2025 | 10,664 | $2,393,809 | -8.1% |
| HON | Sept. 30, 2025 | 9,374 | $2,238,223 | 10.7% |
| CAT | June 30, 2025 | 6,441 | $2,124,185 | 112.2% |
| LIN | June 30, 2025 | 4,120 | $1,918,369 | 4.0% |
| NOG | June 30, 2025 | 55,530 | $1,678,685 | -4.6% |
| CLSE | Sept. 30, 2025 | 22,726 | $531,561 | No longer tracked |
| VUG | Sept. 30, 2025 | 1,097 | $475,879 | No longer tracked |
| HNDL | Dec. 31, 2025 | 17,441 | $388,597 | |
| TFLO | June 30, 2025 | 6,574 | $333,058 | No longer tracked |
| ACGL | Dec. 31, 2025 | 3,367 | $305,508 | 4.0% |
| FDN | March 31, 2026 | 1,034 | $278,332 | No longer tracked |
| CLOZ | March 31, 2026 | 10,091 | $267,208 | No longer tracked |
| NEAR | March 31, 2026 | 5,150 | $263,184 | No longer tracked |
| RGA | Dec. 31, 2025 | 1,354 | $260,092 | 19.8% |
| SHYM | March 31, 2026 | 11,558 | $256,819 | No longer tracked |
| TXN | Dec. 31, 2025 | 1,385 | $254,533 | 52.8% |
| LNG | March 31, 2026 | 1,182 | $229,788 | -1.5% |
| SMH | March 31, 2025 | 932 | $225,674 | 165.6% |
| BRO | Sept. 30, 2025 | 2,056 | $224,004 | -23.2% |
| HUBB | Sept. 30, 2025 | 537 | $220,260 | 10.5% |
| SCHG | March 31, 2025 | 7,888 | $219,842 | No longer tracked |
| CSCO | Sept. 30, 2025 | 3,123 | $215,812 | 62.3% |
| USXF | March 31, 2026 | 3,668 | $211,189 | 19.0% |
| FMHI | Sept. 30, 2025 | 4,412 | $206,049 | |
| XLY | Sept. 30, 2025 | 940 | $205,109 | No longer tracked |
| XOP | Dec. 31, 2025 | 1,517 | $200,522 | No longer tracked |
| PAYO | March 31, 2026 | 19,348 | $108,736 | 47.2% |