INSIGHT WEALTH STRATEGIES, LLC

Filed: 1/2/2026ACC: 0001749914-26-000001

📋 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 $872.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171

Positions

$872.14M

Total AUM (reported)

12.62M

Total Shares

Allocation by class

COM$242.73M27.8%

COM NEW$34.67M4.0%

IBOXX INV CP ETF$30.48M3.5%

LG-TERM COR BD$30.24M3.5%

20 YR TR BD ETF$27.97M3.2%

ACTIVEBETA INT$27.90M3.2%

ISHARES US EQUIT$27.50M3.2%

Portfolio Concentration

Top 3$94.23M10.8%

4–10$180.86M20.7%

11–25$218.75M25.1%

Rest$378.31M43.4%

Top 3 weight

10.8%

Top 10 weight

31.5%

Voting Authority Distribution

Total shares with voting rights: 12.62M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.62M

% 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

Shares219.86K

TypeSH

Market value$33.51M

3.84%

Sole

0.00

Shared

0.00

None

219.86K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares276.65K

TypeSH

Market value$30.48M

3.50%

Sole

0.00

Shared

0.00

None

276.65K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares398.65K

TypeSH

Market value$30.24M

3.47%

Sole

0.00

Shared

0.00

None

398.65K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares320.95K

TypeSH

Market value$27.97M

3.21%

Sole

0.00

Shared

0.00

None

320.95K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares649.78K

TypeSH

Market value$27.90M

3.20%

Sole

0.00

Shared

0.00

None

649.78K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares452.16K

TypeSH

Market value$27.50M

3.15%

Sole

0.00

Shared

0.00

None

452.16K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares223.59K

TypeSH

Market value$26.68M

3.06%

Sole

0.00

Shared

0.00

None

223.59K

T ROWE PRICE ETF INC

SOLE

FLOATING RATE

Shares483.52K

TypeSH

Market value$24.85M

2.85%

Sole

0.00

Shared

0.00

None

483.52K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares476.47K

TypeSH

Market value$24.04M

2.76%

Sole

0.00

Shared

0.00

None

476.47K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares595.16K

TypeSH

Market value$21.91M

2.51%

Sole

0.00

Shared

0.00

None

595.16K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares95.21K

TypeSH

Market value$18.91M

2.17%

Sole

0.00

Shared

0.00

None

95.21K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares575.04K

TypeSH

Market value$17.80M

2.04%

Sole

0.00

Shared

0.00

None

575.04K

INVESCO EXCH TRADED FD TR II

SOLE

S&P INTL MOMNT

Shares319.54K

TypeSH

Market value$17.76M

2.04%

Sole

0.00

Shared

0.00

None

319.54K

VANECK ETF TRUST

SOLE

JP MRGAN EM LOC

Shares637.24K

TypeSH

Market value$16.45M

1.89%

Sole

0.00

Shared

0.00

None

637.24K

JANUS DETROIT STR TR

SOLE

HENDERSON MTG

Shares350.86K

TypeSH

Market value$16.03M

1.84%

Sole

0.00

Shared

0.00

None

350.86K

LAM RESEARCH CORP

SOLE

COM NEW

Shares85.22K

TypeSH

Market value$14.59M

1.67%

Sole

0.00

Shared

0.00

None

85.22K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

HIGH YIELD ETF

Shares647.23K

TypeSH

Market value$14.41M

1.65%

Sole

0.00

Shared

0.00

None

647.23K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares640.36K

TypeSH

Market value$14.03M

1.61%

Sole

0.00

Shared

0.00

None

640.36K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares84.07K

TypeSH

Market value$13.01M

1.49%

Sole

0.00

Shared

0.00

None

84.07K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares90.60K

TypeSH

Market value$13.00M

1.49%

Sole

0.00

Shared

0.00

None

90.60K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares108.86K

TypeSH

Market value$12.82M

1.47%

Sole

0.00

Shared

0.00

None

108.86K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares124.78K

TypeSH

Market value$12.72M

1.46%

Sole

0.00

Shared

0.00

None

124.78K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares91.06K

TypeSH

Market value$12.61M

1.45%

Sole

0.00

Shared

0.00

None

91.06K

APPLE INC

SOLE

COM

Shares45.60K

TypeSH

Market value$12.40M

1.42%

Sole

0.00

Shared

0.00

None

45.60K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares129.63K

TypeSH

Market value$12.21M

1.40%

Sole

0.00

Shared

0.00

None

129.63K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CHEVRON CORP NEWSOLE	COM	219.86K	SH	$33.51M 3.84%	219.86K
ISHARES TRSOLE	IBOXX INV CP ETF	276.65K	SH	$30.48M 3.50%	276.65K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	398.65K	SH	$30.24M 3.47%	398.65K
ISHARES TRSOLE	20 YR TR BD ETF	320.95K	SH	$27.97M 3.21%	320.95K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	649.78K	SH	$27.90M 3.20%	649.78K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	452.16K	SH	$27.50M 3.15%	452.16K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	223.59K	SH	$26.68M 3.06%	223.59K
T ROWE PRICE ETF INCSOLE	FLOATING RATE	483.52K	SH	$24.85M 2.85%	483.52K
ISHARES TRSOLE	10+ YR INVST GRD	476.47K	SH	$24.04M 2.76%	476.47K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	595.16K	SH	$21.91M 2.51%	595.16K
ISHARES TRSOLE	MSCI USA QLT FCT	95.21K	SH	$18.91M 2.17%	95.21K
ISHARES TRSOLE	PFD AND INCM SEC	575.04K	SH	$17.80M 2.04%	575.04K
INVESCO EXCH TRADED FD TR IISOLE	S&P INTL MOMNT	319.54K	SH	$17.76M 2.04%	319.54K
VANECK ETF TRUSTSOLE	JP MRGAN EM LOC	637.24K	SH	$16.45M 1.89%	637.24K
JANUS DETROIT STR TRSOLE	HENDERSON MTG	350.86K	SH	$16.03M 1.84%	350.86K
LAM RESEARCH CORPSOLE	COM NEW	85.22K	SH	$14.59M 1.67%	85.22K
SIMPLIFY EXCHANGE TRADED FUNSOLE	HIGH YIELD ETF	647.23K	SH	$14.41M 1.65%	647.23K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	640.36K	SH	$14.03M 1.61%	640.36K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	84.07K	SH	$13.01M 1.49%	84.07K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	90.60K	SH	$13.00M 1.49%	90.60K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	108.86K	SH	$12.82M 1.47%	108.86K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	124.78K	SH	$12.72M 1.46%	124.78K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	91.06K	SH	$12.61M 1.45%	91.06K
APPLE INCSOLE	COM	45.60K	SH	$12.40M 1.42%	45.60K
ISHARES TRSOLE	MSCI USA MIN VOL	129.63K	SH	$12.21M 1.40%	129.63K

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