INSIGHT WEALTH STRATEGIES, LLC

Filed: 10/7/2024ACC: 0001749914-24-000005

📋 What this filing means

INSIGHT WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $759.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

159

Positions

$759.24M

Total AUM (reported)

9.29M

Total Shares

Allocation by class

COM$226.05M29.8%

MSCI USA MIN VOL$30.98M4.1%

IBOXX INV CP ETF$29.75M3.9%

INTL DVD ETF$27.14M3.6%

ACTIVEBETA INT$26.99M3.6%

MSCI USA QLT FCT$26.94M3.5%

MBS ETF$25.84M3.4%

Portfolio Concentration

Top 3$90.18M11.9%

4–10$181.38M23.9%

11–25$183.01M24.1%

Rest$304.67M40.1%

Top 3 weight

11.9%

Top 10 weight

35.8%

Voting Authority Distribution

Total shares with voting rights: 9.29M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.29M

% of voting shares100.0%

Investment Discretion (by position count)

Sole159

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings159

Rows:

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares339.33K

TypeSH

Market value$30.98M

4.08%

Sole

0.00

Shared

0.00

None

339.33K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares263.34K

TypeSH

Market value$29.75M

3.92%

Sole

0.00

Shared

0.00

None

263.34K

CHEVRON CORP NEW

SOLE

COM

Shares199.92K

TypeSH

Market value$29.44M

3.88%

Sole

0.00

Shared

0.00

None

199.92K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares307.40K

TypeSH

Market value$27.14M

3.57%

Sole

0.00

Shared

0.00

None

307.40K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares746.25K

TypeSH

Market value$26.99M

3.56%

Sole

0.00

Shared

0.00

None

746.25K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares150.24K

TypeSH

Market value$26.94M

3.55%

Sole

0.00

Shared

0.00

None

150.24K

ISHARES TR

SOLE

MBS ETF

Shares269.71K

TypeSH

Market value$25.84M

3.40%

Sole

0.00

Shared

0.00

None

269.71K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares308.75K

TypeSH

Market value$25.08M

3.30%

Sole

0.00

Shared

0.00

None

308.75K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares251.91K

TypeSH

Market value$24.71M

3.25%

Sole

0.00

Shared

0.00

None

251.91K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares251.54K

TypeSH

Market value$24.68M

3.25%

Sole

0.00

Shared

0.00

None

251.54K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares685.28K

TypeSH

Market value$22.77M

3.00%

Sole

0.00

Shared

0.00

None

685.28K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares585.94K

TypeSH

Market value$18.21M

2.40%

Sole

0.00

Shared

0.00

None

585.94K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares288.71K

TypeSH

Market value$14.69M

1.93%

Sole

0.00

Shared

0.00

None

288.71K

APPLE INC

SOLE

COM

Shares57.95K

TypeSH

Market value$13.50M

1.78%

Sole

0.00

Shared

0.00

None

57.95K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares151.72K

TypeSH

Market value$12.62M

1.66%

Sole

0.00

Shared

0.00

None

151.72K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares106.33K

TypeSH

Market value$12.44M

1.64%

Sole

0.00

Shared

0.00

None

106.33K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares94.23K

TypeSH

Market value$12.08M

1.59%

Sole

0.00

Shared

0.00

None

94.23K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares86.63K

TypeSH

Market value$11.73M

1.55%

Sole

0.00

Shared

0.00

None

86.63K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares119.98K

TypeSH

Market value$11.51M

1.52%

Sole

0.00

Shared

0.00

None

119.98K

VANECK ETF TRUST

SOLE

IG FLOATING RATE

Shares424.03K

TypeSH

Market value$10.80M

1.42%

Sole

0.00

Shared

0.00

None

424.03K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares213.33K

TypeSH

Market value$9.67M

1.27%

Sole

0.00

Shared

0.00

None

213.33K

ISHARES TR

SOLE

TIPS BD ETF

Shares83.17K

TypeSH

Market value$9.19M

1.21%

Sole

0.00

Shared

0.00

None

83.17K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares57.49K

TypeSH

Market value$8.86M

1.17%

Sole

0.00

Shared

0.00

None

57.49K

SPDR SER TR

SOLE

S&P OILGAS EXP

Shares62.33K

TypeSH

Market value$8.20M

1.08%

Sole

0.00

Shared

0.00

None

62.33K

LAM RESEARCH CORP

SOLE

COM

Shares8.27K

TypeSH

Market value$6.75M

0.89%

Sole

0.00

Shared

0.00

None

8.27K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	MSCI USA MIN VOL	339.33K	SH	$30.98M 4.08%	339.33K
ISHARES TRSOLE	IBOXX INV CP ETF	263.34K	SH	$29.75M 3.92%	263.34K
CHEVRON CORP NEWSOLE	COM	199.92K	SH	$29.44M 3.88%	199.92K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	307.40K	SH	$27.14M 3.57%	307.40K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	746.25K	SH	$26.99M 3.56%	746.25K
ISHARES TRSOLE	MSCI USA QLT FCT	150.24K	SH	$26.94M 3.55%	150.24K
ISHARES TRSOLE	MBS ETF	269.71K	SH	$25.84M 3.40%	269.71K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	308.75K	SH	$25.08M 3.30%	308.75K
ISHARES TRSOLE	20 YR TR BD ETF	251.91K	SH	$24.71M 3.25%	251.91K
ISHARES TRSOLE	7-10 YR TRSY BD	251.54K	SH	$24.68M 3.25%	251.54K
ISHARES TRSOLE	PFD AND INCM SEC	685.28K	SH	$22.77M 3.00%	685.28K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	585.94K	SH	$18.21M 2.40%	585.94K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	288.71K	SH	$14.69M 1.93%	288.71K
APPLE INCSOLE	COM	57.95K	SH	$13.50M 1.78%	57.95K
ISHARES TRSOLE	1 3 YR TREAS BD	151.72K	SH	$12.62M 1.66%	151.72K
ISHARES TRSOLE	CORE S&P SCP ETF	106.33K	SH	$12.44M 1.64%	106.33K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	94.23K	SH	$12.08M 1.59%	94.23K
SELECT SECTOR SPDR TRSOLE	INDL	86.63K	SH	$11.73M 1.55%	86.63K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	119.98K	SH	$11.51M 1.52%	119.98K
VANECK ETF TRUSTSOLE	IG FLOATING RATE	424.03K	SH	$10.80M 1.42%	424.03K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	213.33K	SH	$9.67M 1.27%	213.33K
ISHARES TRSOLE	TIPS BD ETF	83.17K	SH	$9.19M 1.21%	83.17K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	57.49K	SH	$8.86M 1.17%	57.49K
SPDR SER TRSOLE	S&P OILGAS EXP	62.33K	SH	$8.20M 1.08%	62.33K
LAM RESEARCH CORPSOLE	COM	8.27K	SH	$6.75M 0.89%	8.27K

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