INSIGHT WEALTH STRATEGIES, LLC

Filed: 4/3/2025ACC: 0001749914-25-000003

📋 What this filing means

INSIGHT WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $742.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

158

Positions

$742.74M

Total AUM (reported)

10.45M

Total Shares

Allocation by class

COM$206.74M27.8%

LG-TERM COR BD$28.63M3.9%

20 YR TR BD ETF$27.39M3.7%

ACTIVEBETA INT$26.32M3.5%

COM NEW$25.47M3.4%

7-10 YR TRSY BD$24.98M3.4%

PFD AND INCM SEC$24.40M3.3%

Portfolio Concentration

Top 3$90.56M12.2%

4–10$165.85M22.3%

11–25$185.00M24.9%

Rest$301.34M40.6%

Top 3 weight

12.2%

Top 10 weight

34.5%

Voting Authority Distribution

Total shares with voting rights: 10.45M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.45M

% of voting shares100.0%

Investment Discretion (by position count)

Sole158

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings158

Rows:

CHEVRON CORP NEW

SOLE

COM

Shares206.46K

TypeSH

Market value$34.54M

4.65%

Sole

0.00

Shared

0.00

None

206.46K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares377.14K

TypeSH

Market value$28.63M

3.85%

Sole

0.00

Shared

0.00

None

377.14K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares300.90K

TypeSH

Market value$27.39M

3.69%

Sole

0.00

Shared

0.00

None

300.90K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares738.18K

TypeSH

Market value$26.32M

3.54%

Sole

0.00

Shared

0.00

None

738.18K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares261.91K

TypeSH

Market value$24.98M

3.36%

Sole

0.00

Shared

0.00

None

261.91K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares793.92K

TypeSH

Market value$24.40M

3.28%

Sole

0.00

Shared

0.00

None

793.92K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares140.88K

TypeSH

Market value$24.08M

3.24%

Sole

0.00

Shared

0.00

None

140.88K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares718.86K

TypeSH

Market value$23.27M

3.13%

Sole

0.00

Shared

0.00

None

718.86K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares438.33K

TypeSH

Market value$22.02M

2.96%

Sole

0.00

Shared

0.00

None

438.33K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares426.50K

TypeSH

Market value$20.80M

2.80%

Sole

0.00

Shared

0.00

None

426.50K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares221.37K

TypeSH

Market value$20.48M

2.76%

Sole

0.00

Shared

0.00

None

221.37K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares365.62K

TypeSH

Market value$18.54M

2.50%

Sole

0.00

Shared

0.00

None

365.62K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares876.21K

TypeSH

Market value$18.14M

2.44%

Sole

0.00

Shared

0.00

None

876.21K

ISHARES TR

SOLE

CUR HD EURZN ETF

Shares343.62K

TypeSH

Market value$13.39M

1.80%

Sole

0.00

Shared

0.00

None

343.62K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares140.42K

TypeSH

Market value$13.15M

1.77%

Sole

0.00

Shared

0.00

None

140.42K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares91.14K

TypeSH

Market value$11.75M

1.58%

Sole

0.00

Shared

0.00

None

91.14K

ISHARES TR

SOLE

TIPS BD ETF

Shares100.07K

TypeSH

Market value$11.12M

1.50%

Sole

0.00

Shared

0.00

None

100.07K

ISHARES TR

SOLE

HIGH YLD SYSTM B

Shares230.92K

TypeSH

Market value$10.87M

1.46%

Sole

0.00

Shared

0.00

None

230.92K

ISHARES TR

SOLE

CONV BD ETF

Shares128.76K

TypeSH

Market value$10.77M

1.45%

Sole

0.00

Shared

0.00

None

128.76K

SPDR SER TR

SOLE

S&P OILGAS EXP

Shares79.38K

TypeSH

Market value$10.46M

1.41%

Sole

0.00

Shared

0.00

None

79.38K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares119.62K

TypeSH

Market value$10.43M

1.40%

Sole

0.00

Shared

0.00

None

119.62K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares88.05K

TypeSH

Market value$10.02M

1.35%

Sole

0.00

Shared

0.00

None

88.05K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares187.18K

TypeSH

Market value$9.32M

1.26%

Sole

0.00

Shared

0.00

None

187.18K

FIRST TR EXCHANGE-TRADED FD

SOLE

DJ INTERNT IDX

Shares37.54K

TypeSH

Market value$8.34M

1.12%

Sole

0.00

Shared

0.00

None

37.54K

APPLE INC

SOLE

COM

Shares37.01K

TypeSH

Market value$8.22M

1.11%

Sole

0.00

Shared

0.00

None

37.01K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CHEVRON CORP NEWSOLE	COM	206.46K	SH	$34.54M 4.65%	206.46K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	377.14K	SH	$28.63M 3.85%	377.14K
ISHARES TRSOLE	20 YR TR BD ETF	300.90K	SH	$27.39M 3.69%	300.90K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	738.18K	SH	$26.32M 3.54%	738.18K
ISHARES TRSOLE	7-10 YR TRSY BD	261.91K	SH	$24.98M 3.36%	261.91K
ISHARES TRSOLE	PFD AND INCM SEC	793.92K	SH	$24.40M 3.28%	793.92K
ISHARES TRSOLE	MSCI USA QLT FCT	140.88K	SH	$24.08M 3.24%	140.88K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	718.86K	SH	$23.27M 3.13%	718.86K
ISHARES TRSOLE	10+ YR INVST GRD	438.33K	SH	$22.02M 2.96%	438.33K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	426.50K	SH	$20.80M 2.80%	426.50K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	221.37K	SH	$20.48M 2.76%	221.37K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	365.62K	SH	$18.54M 2.50%	365.62K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	876.21K	SH	$18.14M 2.44%	876.21K
ISHARES TRSOLE	CUR HD EURZN ETF	343.62K	SH	$13.39M 1.80%	343.62K
ISHARES TRSOLE	MSCI USA MIN VOL	140.42K	SH	$13.15M 1.77%	140.42K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	91.14K	SH	$11.75M 1.58%	91.14K
ISHARES TRSOLE	TIPS BD ETF	100.07K	SH	$11.12M 1.50%	100.07K
ISHARES TRSOLE	HIGH YLD SYSTM B	230.92K	SH	$10.87M 1.46%	230.92K
ISHARES TRSOLE	CONV BD ETF	128.76K	SH	$10.77M 1.45%	128.76K
SPDR SER TRSOLE	S&P OILGAS EXP	79.38K	SH	$10.46M 1.41%	79.38K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	119.62K	SH	$10.43M 1.40%	119.62K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	88.05K	SH	$10.02M 1.35%	88.05K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	187.18K	SH	$9.32M 1.26%	187.18K
FIRST TR EXCHANGE-TRADED FDSOLE	DJ INTERNT IDX	37.54K	SH	$8.34M 1.12%	37.54K
APPLE INCSOLE	COM	37.01K	SH	$8.22M 1.11%	37.01K

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