INSIGHT WEALTH STRATEGIES, LLC

Filed: 10/6/2025ACC: 0001749914-25-000006

📋 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 $848.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171

Positions

$848.75M

Total AUM (reported)

12.18M

Total Shares

Allocation by class

COM$227.68M26.8%

COM NEW$33.27M3.9%

LG-TERM COR BD$30.36M3.6%

CL A$29.69M3.5%

PFD AND INCM SEC$28.49M3.4%

20 YR TR BD ETF$28.08M3.3%

S&P 500 MOMNTM$26.61M3.1%

Portfolio Concentration

Top 3$92.83M10.9%

4–10$177.52M20.9%

11–25$206.89M24.4%

Rest$371.52M43.8%

Top 3 weight

10.9%

Top 10 weight

31.9%

Voting Authority Distribution

Total shares with voting rights: 12.18M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.18M

% 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

Shares218.81K

TypeSH

Market value$33.98M

4.00%

Sole

0.00

Shared

0.00

None

218.81K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares390.93K

TypeSH

Market value$30.36M

3.58%

Sole

0.00

Shared

0.00

None

390.93K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares901.08K

TypeSH

Market value$28.49M

3.36%

Sole

0.00

Shared

0.00

None

901.08K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares314.16K

TypeSH

Market value$28.08M

3.31%

Sole

0.00

Shared

0.00

None

314.16K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares219.77K

TypeSH

Market value$26.61M

3.13%

Sole

0.00

Shared

0.00

None

219.77K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares444.31K

TypeSH

Market value$26.30M

3.10%

Sole

0.00

Shared

0.00

None

444.31K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares637.57K

TypeSH

Market value$26.21M

3.09%

Sole

0.00

Shared

0.00

None

637.57K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares460.56K

TypeSH

Market value$23.74M

2.80%

Sole

0.00

Shared

0.00

None

460.56K

T ROWE PRICE ETF INC

SOLE

FLOATING RATE

Shares457.21K

TypeSH

Market value$23.53M

2.77%

Sole

0.00

Shared

0.00

None

457.21K

ISHARES TR

SOLE

HIGH YLD SYSTM B

Shares481.91K

TypeSH

Market value$23.06M

2.72%

Sole

0.00

Shared

0.00

None

481.91K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares586.01K

TypeSH

Market value$20.36M

2.40%

Sole

0.00

Shared

0.00

None

586.01K

DIMENSIONAL ETF TRUST

SOLE

INFLATION PROTE

Shares449.08K

TypeSH

Market value$18.96M

2.23%

Sole

0.00

Shared

0.00

None

449.08K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares95.29K

TypeSH

Market value$18.53M

2.18%

Sole

0.00

Shared

0.00

None

95.29K

INVESCO EXCH TRADED FD TR II

SOLE

S&P INTL MOMNT

Shares307.22K

TypeSH

Market value$16.59M

1.95%

Sole

0.00

Shared

0.00

None

307.22K

LAM RESEARCH CORP

SOLE

COM NEW

Shares99.38K

TypeSH

Market value$13.31M

1.57%

Sole

0.00

Shared

0.00

None

99.38K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares89.79K

TypeSH

Market value$12.66M

1.49%

Sole

0.00

Shared

0.00

None

89.79K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares106.49K

TypeSH

Market value$12.61M

1.49%

Sole

0.00

Shared

0.00

None

106.49K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares125.42K

TypeSH

Market value$12.48M

1.47%

Sole

0.00

Shared

0.00

None

125.42K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares128.84K

TypeSH

Market value$12.26M

1.44%

Sole

0.00

Shared

0.00

None

128.84K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares89.70K

TypeSH

Market value$12.13M

1.43%

Sole

0.00

Shared

0.00

None

89.70K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares568K

TypeSH

Market value$11.89M

1.40%

Sole

0.00

Shared

0.00

None

568K

APPLE INC

SOLE

COM

Shares46.56K

TypeSH

Market value$11.86M

1.40%

Sole

0.00

Shared

0.00

None

46.56K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

HIGH YIELD ETF

Shares514.85K

TypeSH

Market value$11.80M

1.39%

Sole

0.00

Shared

0.00

None

514.85K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares84.31K

TypeSH

Market value$11.73M

1.38%

Sole

0.00

Shared

0.00

None

84.31K

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares249.81K

TypeSH

Market value$9.73M

1.15%

Sole

0.00

Shared

0.00

None

249.81K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CHEVRON CORP NEWSOLE	COM	218.81K	SH	$33.98M 4.00%	218.81K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	390.93K	SH	$30.36M 3.58%	390.93K
ISHARES TRSOLE	PFD AND INCM SEC	901.08K	SH	$28.49M 3.36%	901.08K
ISHARES TRSOLE	20 YR TR BD ETF	314.16K	SH	$28.08M 3.31%	314.16K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	219.77K	SH	$26.61M 3.13%	219.77K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	444.31K	SH	$26.30M 3.10%	444.31K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	637.57K	SH	$26.21M 3.09%	637.57K
ISHARES TRSOLE	10+ YR INVST GRD	460.56K	SH	$23.74M 2.80%	460.56K
T ROWE PRICE ETF INCSOLE	FLOATING RATE	457.21K	SH	$23.53M 2.77%	457.21K
ISHARES TRSOLE	HIGH YLD SYSTM B	481.91K	SH	$23.06M 2.72%	481.91K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	586.01K	SH	$20.36M 2.40%	586.01K
DIMENSIONAL ETF TRUSTSOLE	INFLATION PROTE	449.08K	SH	$18.96M 2.23%	449.08K
ISHARES TRSOLE	MSCI USA QLT FCT	95.29K	SH	$18.53M 2.18%	95.29K
INVESCO EXCH TRADED FD TR IISOLE	S&P INTL MOMNT	307.22K	SH	$16.59M 1.95%	307.22K
LAM RESEARCH CORPSOLE	COM NEW	99.38K	SH	$13.31M 1.57%	99.38K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	89.79K	SH	$12.66M 1.49%	89.79K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	106.49K	SH	$12.61M 1.49%	106.49K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	125.42K	SH	$12.48M 1.47%	125.42K
ISHARES TRSOLE	MSCI USA MIN VOL	128.84K	SH	$12.26M 1.44%	128.84K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	89.70K	SH	$12.13M 1.43%	89.70K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	568K	SH	$11.89M 1.40%	568K
APPLE INCSOLE	COM	46.56K	SH	$11.86M 1.40%	46.56K
SIMPLIFY EXCHANGE TRADED FUNSOLE	HIGH YIELD ETF	514.85K	SH	$11.80M 1.39%	514.85K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	84.31K	SH	$11.73M 1.38%	84.31K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	249.81K	SH	$9.73M 1.15%	249.81K

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