INSIGHT WEALTH STRATEGIES, LLC

Filed: 7/7/2025ACC: 0001749914-25-000004

📋 What this filing means

INSIGHT WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $791.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171

Positions

$791.67M

Total AUM (reported)

11.41M

Total Shares

Allocation by class

COM$208.91M26.4%

COM NEW$33.84M4.3%

LG-TERM COR BD$28.85M3.6%

PFD AND INCM SEC$27.13M3.4%

ACTIVEBETA INT$27.01M3.4%

20 YR TR BD ETF$26.77M3.4%

MSCI USA QLT FCT$26.09M3.3%

Portfolio Concentration

Top 3$87.64M11.1%

4–10$173.49M21.9%

11–25$205.41M25.9%

Rest$325.13M41.1%

Top 3 weight

11.1%

Top 10 weight

33.0%

Voting Authority Distribution

Total shares with voting rights: 11.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.41M

% of voting shares100.0%

Investment Discretion (by position count)

Sole171

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings171

Rows:

CHEVRON CORP NEW

SOLE

COM

Shares217.54K

TypeSH

Market value$31.67M

4.00%

Sole

0.00

Shared

0.00

None

217.54K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares380.39K

TypeSH

Market value$28.85M

3.64%

Sole

0.00

Shared

0.00

None

380.39K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares884.45K

TypeSH

Market value$27.13M

3.43%

Sole

0.00

Shared

0.00

None

884.45K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares681.50K

TypeSH

Market value$27.01M

3.41%

Sole

0.00

Shared

0.00

None

681.50K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares303.72K

TypeSH

Market value$26.77M

3.38%

Sole

0.00

Shared

0.00

None

303.72K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares142.25K

TypeSH

Market value$26.09M

3.30%

Sole

0.00

Shared

0.00

None

142.25K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares221.07K

TypeSH

Market value$24.48M

3.09%

Sole

0.00

Shared

0.00

None

221.07K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares718.82K

TypeSH

Market value$23.50M

2.97%

Sole

0.00

Shared

0.00

None

718.82K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares430.39K

TypeSH

Market value$23.39M

2.95%

Sole

0.00

Shared

0.00

None

430.39K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares443.33K

TypeSH

Market value$22.24M

2.81%

Sole

0.00

Shared

0.00

None

443.33K

ISHARES TR

SOLE

CONV BD ETF

Shares245.10K

TypeSH

Market value$21.89M

2.76%

Sole

0.00

Shared

0.00

None

245.10K

ISHARES TR

SOLE

HIGH YLD SYSTM B

Shares461.56K

TypeSH

Market value$21.79M

2.75%

Sole

0.00

Shared

0.00

None

461.56K

T ROWE PRICE ETF INC

SOLE

FLOATING RATE

Shares416.02K

TypeSH

Market value$21.42M

2.71%

Sole

0.00

Shared

0.00

None

416.02K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares882.45K

TypeSH

Market value$18.47M

2.33%

Sole

0.00

Shared

0.00

None

882.45K

ISHARES TR

SOLE

CUR HD EURZN ETF

Shares340.15K

TypeSH

Market value$13.87M

1.75%

Sole

0.00

Shared

0.00

None

340.15K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares139.64K

TypeSH

Market value$13.16M

1.66%

Sole

0.00

Shared

0.00

None

139.64K

FIRST TR EXCHANGE-TRADED FD

SOLE

DJ INTERNT IDX

Shares45.73K

TypeSH

Market value$12.16M

1.54%

Sole

0.00

Shared

0.00

None

45.73K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares89.94K

TypeSH

Market value$12.10M

1.53%

Sole

0.00

Shared

0.00

None

89.94K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares125.60K

TypeSH

Market value$11.68M

1.48%

Sole

0.00

Shared

0.00

None

125.60K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares89.55K

TypeSH

Market value$11.52M

1.46%

Sole

0.00

Shared

0.00

None

89.55K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares106.58K

TypeSH

Market value$11.48M

1.45%

Sole

0.00

Shared

0.00

None

106.58K

LAM RESEARCH CORP

SOLE

COM NEW

Shares107.55K

TypeSH

Market value$10.41M

1.32%

Sole

0.00

Shared

0.00

None

107.55K

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares238.15K

TypeSH

Market value$9.24M

1.17%

Sole

0.00

Shared

0.00

None

238.15K

ADVISORS INNER CIRCLE FD III

SOLE

STRATEGAS MACRO

Shares243.22K

TypeSH

Market value$8.22M

1.04%

Sole

0.00

Shared

0.00

None

243.22K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE

ORD SHS

Shares55.14K

TypeSH

Market value$8.00M

1.01%

Sole

0.00

Shared

0.00

None

55.14K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CHEVRON CORP NEWSOLE	COM	217.54K	SH	$31.67M 4.00%	217.54K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	380.39K	SH	$28.85M 3.64%	380.39K
ISHARES TRSOLE	PFD AND INCM SEC	884.45K	SH	$27.13M 3.43%	884.45K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	681.50K	SH	$27.01M 3.41%	681.50K
ISHARES TRSOLE	20 YR TR BD ETF	303.72K	SH	$26.77M 3.38%	303.72K
ISHARES TRSOLE	MSCI USA QLT FCT	142.25K	SH	$26.09M 3.30%	142.25K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	221.07K	SH	$24.48M 3.09%	221.07K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	718.82K	SH	$23.50M 2.97%	718.82K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	430.39K	SH	$23.39M 2.95%	430.39K
ISHARES TRSOLE	10+ YR INVST GRD	443.33K	SH	$22.24M 2.81%	443.33K
ISHARES TRSOLE	CONV BD ETF	245.10K	SH	$21.89M 2.76%	245.10K
ISHARES TRSOLE	HIGH YLD SYSTM B	461.56K	SH	$21.79M 2.75%	461.56K
T ROWE PRICE ETF INCSOLE	FLOATING RATE	416.02K	SH	$21.42M 2.71%	416.02K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	882.45K	SH	$18.47M 2.33%	882.45K
ISHARES TRSOLE	CUR HD EURZN ETF	340.15K	SH	$13.87M 1.75%	340.15K
ISHARES TRSOLE	MSCI USA MIN VOL	139.64K	SH	$13.16M 1.66%	139.64K
FIRST TR EXCHANGE-TRADED FDSOLE	DJ INTERNT IDX	45.73K	SH	$12.16M 1.54%	45.73K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	89.94K	SH	$12.10M 1.53%	89.94K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	125.60K	SH	$11.68M 1.48%	125.60K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	89.55K	SH	$11.52M 1.46%	89.55K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	106.58K	SH	$11.48M 1.45%	106.58K
LAM RESEARCH CORPSOLE	COM NEW	107.55K	SH	$10.41M 1.32%	107.55K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	238.15K	SH	$9.24M 1.17%	238.15K
ADVISORS INNER CIRCLE FD IIISOLE	STRATEGAS MACRO	243.22K	SH	$8.22M 1.04%	243.22K
SEAGATE TECHNOLOGY HLDNGS PLSOLE	ORD SHS	55.14K	SH	$8.00M 1.01%	55.14K

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