INSIGHT WEALTH STRATEGIES, LLC

Filed: 1/6/2025ACC: 0001749914-25-000001

📋 What this filing means

INSIGHT WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $745.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

152

Positions

$745.69M

Total AUM (reported)

9.76M

Total Shares

Allocation by class

COM$217.76M29.2%

MSCI USA MIN VOL$30.50M4.1%

IBOXX INV CP ETF$28.14M3.8%

MBS ETF$26.87M3.6%

MSCI USA QLT FCT$26.39M3.5%

ACTIVEBETA INT$25.45M3.4%

INTL DVD ETF$25.06M3.4%

Portfolio Concentration

Top 3$87.75M11.8%

4–10$174.37M23.4%

11–25$181.07M24.3%

Rest$302.50M40.6%

Top 3 weight

11.8%

Top 10 weight

35.2%

Voting Authority Distribution

Total shares with voting rights: 9.76M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.76M

% of voting shares100.0%

Investment Discretion (by position count)

Sole152

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings152

Rows:

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares343.49K

TypeSH

Market value$30.50M

4.09%

Sole

0.00

Shared

0.00

None

343.49K

CHEVRON CORP NEW

SOLE

COM

Shares201.01K

TypeSH

Market value$29.11M

3.90%

Sole

0.00

Shared

0.00

None

201.01K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares263.38K

TypeSH

Market value$28.14M

3.77%

Sole

0.00

Shared

0.00

None

263.38K

ISHARES TR

SOLE

MBS ETF

Shares293.13K

TypeSH

Market value$26.87M

3.60%

Sole

0.00

Shared

0.00

None

293.13K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares148.22K

TypeSH

Market value$26.39M

3.54%

Sole

0.00

Shared

0.00

None

148.22K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares763.37K

TypeSH

Market value$25.45M

3.41%

Sole

0.00

Shared

0.00

None

763.37K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares313.23K

TypeSH

Market value$25.06M

3.36%

Sole

0.00

Shared

0.00

None

313.23K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares258K

TypeSH

Market value$23.85M

3.20%

Sole

0.00

Shared

0.00

None

258K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares317.83K

TypeSH

Market value$23.77M

3.19%

Sole

0.00

Shared

0.00

None

317.83K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares263.09K

TypeSH

Market value$22.98M

3.08%

Sole

0.00

Shared

0.00

None

263.09K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares678.90K

TypeSH

Market value$21.34M

2.86%

Sole

0.00

Shared

0.00

None

678.90K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares607.33K

TypeSH

Market value$18.54M

2.49%

Sole

0.00

Shared

0.00

None

607.33K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares299.83K

TypeSH

Market value$15.20M

2.04%

Sole

0.00

Shared

0.00

None

299.83K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares695.84K

TypeSH

Market value$14.66M

1.97%

Sole

0.00

Shared

0.00

None

695.84K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares96.51K

TypeSH

Market value$12.31M

1.65%

Sole

0.00

Shared

0.00

None

96.51K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares106.40K

TypeSH

Market value$12.26M

1.64%

Sole

0.00

Shared

0.00

None

106.40K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares122.27K

TypeSH

Market value$11.80M

1.58%

Sole

0.00

Shared

0.00

None

122.27K

SELECT SECTOR SPDR TR

SOLE

SBI CONS DISCR

Shares48.94K

TypeSH

Market value$10.98M

1.47%

Sole

0.00

Shared

0.00

None

48.94K

ISHARES TR

SOLE

CONV BD ETF

Shares127.28K

TypeSH

Market value$10.81M

1.45%

Sole

0.00

Shared

0.00

None

127.28K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares210.17K

TypeSH

Market value$10.16M

1.36%

Sole

0.00

Shared

0.00

None

210.17K

APPLE INC

SOLE

COM

Shares37.99K

TypeSH

Market value$9.51M

1.28%

Sole

0.00

Shared

0.00

None

37.99K

ISHARES TR

SOLE

TIPS BD ETF

Shares85.28K

TypeSH

Market value$9.09M

1.22%

Sole

0.00

Shared

0.00

None

85.28K

SPDR SER TR

SOLE

S&P OILGAS EXP

Shares63.90K

TypeSH

Market value$8.46M

1.13%

Sole

0.00

Shared

0.00

None

63.90K

FIRST TR EXCHANGE-TRADED FD

SOLE

DJ INTERNT IDX

Shares34.73K

TypeSH

Market value$8.45M

1.13%

Sole

0.00

Shared

0.00

None

34.73K

LAM RESEARCH CORP

SOLE

COM

Shares103.70K

TypeSH

Market value$7.49M

1.00%

Sole

0.00

Shared

0.00

None

103.70K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	MSCI USA MIN VOL	343.49K	SH	$30.50M 4.09%	343.49K
CHEVRON CORP NEWSOLE	COM	201.01K	SH	$29.11M 3.90%	201.01K
ISHARES TRSOLE	IBOXX INV CP ETF	263.38K	SH	$28.14M 3.77%	263.38K
ISHARES TRSOLE	MBS ETF	293.13K	SH	$26.87M 3.60%	293.13K
ISHARES TRSOLE	MSCI USA QLT FCT	148.22K	SH	$26.39M 3.54%	148.22K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	763.37K	SH	$25.45M 3.41%	763.37K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	313.23K	SH	$25.06M 3.36%	313.23K
ISHARES TRSOLE	7-10 YR TRSY BD	258K	SH	$23.85M 3.20%	258K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	317.83K	SH	$23.77M 3.19%	317.83K
ISHARES TRSOLE	20 YR TR BD ETF	263.09K	SH	$22.98M 3.08%	263.09K
ISHARES TRSOLE	PFD AND INCM SEC	678.90K	SH	$21.34M 2.86%	678.90K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	607.33K	SH	$18.54M 2.49%	607.33K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	299.83K	SH	$15.20M 2.04%	299.83K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	695.84K	SH	$14.66M 1.97%	695.84K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	96.51K	SH	$12.31M 1.65%	96.51K
ISHARES TRSOLE	CORE S&P SCP ETF	106.40K	SH	$12.26M 1.64%	106.40K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	122.27K	SH	$11.80M 1.58%	122.27K
SELECT SECTOR SPDR TRSOLE	SBI CONS DISCR	48.94K	SH	$10.98M 1.47%	48.94K
ISHARES TRSOLE	CONV BD ETF	127.28K	SH	$10.81M 1.45%	127.28K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	210.17K	SH	$10.16M 1.36%	210.17K
APPLE INCSOLE	COM	37.99K	SH	$9.51M 1.28%	37.99K
ISHARES TRSOLE	TIPS BD ETF	85.28K	SH	$9.09M 1.22%	85.28K
SPDR SER TRSOLE	S&P OILGAS EXP	63.90K	SH	$8.46M 1.13%	63.90K
FIRST TR EXCHANGE-TRADED FDSOLE	DJ INTERNT IDX	34.73K	SH	$8.45M 1.13%	34.73K
LAM RESEARCH CORPSOLE	COM	103.70K	SH	$7.49M 1.00%	103.70K

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