INSIGHT WEALTH STRATEGIES, LLC

Filed: 4/10/2026ACC: 0001749914-26-000004

📋 What this filing means

INSIGHT WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $895.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

177

Positions

$895.70M

Total AUM (reported)

13.31M

Total Shares

Allocation by class

COM$256.81M28.7%

COM NEW$37.30M4.2%

ACTIVEBETA INT$28.14M3.1%

ISHARES US EQUIT$27.62M3.1%

IBOXX INV CP ETF$27.38M3.1%

LG-TERM COR BD$27.02M3.0%

CORE-PLUS BD ETF$26.62M3.0%

Portfolio Concentration

Top 3$92.02M10.3%

4–10$174.12M19.4%

11–25$216.06M24.1%

Rest$413.51M46.2%

Top 3 weight

10.3%

Top 10 weight

29.7%

Voting Authority Distribution

Total shares with voting rights: 13.31M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

13.31M

% of voting shares100.0%

Investment Discretion (by position count)

Sole177

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings177

Rows:

CHEVRON CORPORATION

SOLE

COM

Shares175.22K

TypeSH

Market value$36.25M

4.05%

Sole

0.00

Shared

0.00

None

175.22K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares652.47K

TypeSH

Market value$28.14M

3.14%

Sole

0.00

Shared

0.00

None

652.47K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares474.78K

TypeSH

Market value$27.62M

3.08%

Sole

0.00

Shared

0.00

None

474.78K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares251.20K

TypeSH

Market value$27.38M

3.06%

Sole

0.00

Shared

0.00

None

251.20K

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares361.65K

TypeSH

Market value$27.02M

3.02%

Sole

0.00

Shared

0.00

None

361.65K

VANGUARD MALVERN FDS

SOLE

CORE-PLUS BD ETF

Shares343.11K

TypeSH

Market value$26.62M

2.97%

Sole

0.00

Shared

0.00

None

343.11K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares626.03K

TypeSH

Market value$25.38M

2.83%

Sole

0.00

Shared

0.00

None

626.03K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares496K

TypeSH

Market value$24.62M

2.75%

Sole

0.00

Shared

0.00

None

496K

ISHARES TR

SOLE

MSCI USA VALUE

Shares154.87K

TypeSH

Market value$22.02M

2.46%

Sole

0.00

Shared

0.00

None

154.87K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares188.04K

TypeSH

Market value$21.08M

2.35%

Sole

0.00

Shared

0.00

None

188.04K

JANUS DETROIT STR TR

SOLE

HENDERSON MTG

Shares453.39K

TypeSH

Market value$20.48M

2.29%

Sole

0.00

Shared

0.00

None

453.39K

INVESCO EXCH TRADED FD TR II

SOLE

S&P INTL MOMNT

Shares368.51K

TypeSH

Market value$20.21M

2.26%

Sole

0.00

Shared

0.00

None

368.51K

INVESCO EXCH TRADED FD TR II

SOLE

GLOBAL EX US HGH

Shares831.76K

TypeSH

Market value$16.14M

1.80%

Sole

0.00

Shared

0.00

None

831.76K

LAM RESEARCH CORP

SOLE

COM NEW

Shares69.17K

TypeSH

Market value$14.78M

1.65%

Sole

0.00

Shared

0.00

None

69.17K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

HIGH YIELD ETF

Shares680.10K

TypeSH

Market value$14.51M

1.62%

Sole

0.00

Shared

0.00

None

680.10K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares666.19K

TypeSH

Market value$14.06M

1.57%

Sole

0.00

Shared

0.00

None

666.19K

T ROWE PRICE ETF INC

SOLE

FLOATING RATE

Shares275.77K

TypeSH

Market value$13.89M

1.55%

Sole

0.00

Shared

0.00

None

275.77K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares71.72K

TypeSH

Market value$13.76M

1.54%

Sole

0.00

Shared

0.00

None

71.72K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares124.39K

TypeSH

Market value$13.74M

1.53%

Sole

0.00

Shared

0.00

None

124.39K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares92.08K

TypeSH

Market value$13.35M

1.49%

Sole

0.00

Shared

0.00

None

92.08K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares185.57K

TypeSH

Market value$12.94M

1.45%

Sole

0.00

Shared

0.00

None

185.57K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares85.65K

TypeSH

Market value$12.56M

1.40%

Sole

0.00

Shared

0.00

None

85.65K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares118.54K

TypeSH

Market value$12.26M

1.37%

Sole

0.00

Shared

0.00

None

118.54K

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares264.81K

TypeSH

Market value$11.79M

1.32%

Sole

0.00

Shared

0.00

None

264.81K

APPLE INC

SOLE

COM

Shares45.63K

TypeSH

Market value$11.58M

1.29%

Sole

0.00

Shared

0.00

None

45.63K

Issuer	Class	Shares	Type	Value / Portfolio %	None
CHEVRON CORPORATIONSOLE	COM	175.22K	SH	$36.25M 4.05%	175.22K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	652.47K	SH	$28.14M 3.14%	652.47K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	474.78K	SH	$27.62M 3.08%	474.78K
ISHARES TRSOLE	IBOXX INV CP ETF	251.20K	SH	$27.38M 3.06%	251.20K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	361.65K	SH	$27.02M 3.02%	361.65K
VANGUARD MALVERN FDSSOLE	CORE-PLUS BD ETF	343.11K	SH	$26.62M 2.97%	343.11K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	626.03K	SH	$25.38M 2.83%	626.03K
ISHARES TRSOLE	10+ YR INVST GRD	496K	SH	$24.62M 2.75%	496K
ISHARES TRSOLE	MSCI USA VALUE	154.87K	SH	$22.02M 2.46%	154.87K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	188.04K	SH	$21.08M 2.35%	188.04K
JANUS DETROIT STR TRSOLE	HENDERSON MTG	453.39K	SH	$20.48M 2.29%	453.39K
INVESCO EXCH TRADED FD TR IISOLE	S&P INTL MOMNT	368.51K	SH	$20.21M 2.26%	368.51K
INVESCO EXCH TRADED FD TR IISOLE	GLOBAL EX US HGH	831.76K	SH	$16.14M 1.80%	831.76K
LAM RESEARCH CORPSOLE	COM NEW	69.17K	SH	$14.78M 1.65%	69.17K
SIMPLIFY EXCHANGE TRADED FUNSOLE	HIGH YIELD ETF	680.10K	SH	$14.51M 1.62%	680.10K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	666.19K	SH	$14.06M 1.57%	666.19K
T ROWE PRICE ETF INCSOLE	FLOATING RATE	275.77K	SH	$13.89M 1.55%	275.77K
ISHARES TRSOLE	MSCI USA QLT FCT	71.72K	SH	$13.76M 1.54%	71.72K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	124.39K	SH	$13.74M 1.53%	124.39K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	92.08K	SH	$13.35M 1.49%	92.08K
ISHARES INCSOLE	CORE MSCI EMKT	185.57K	SH	$12.94M 1.45%	185.57K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	85.65K	SH	$12.56M 1.40%	85.65K
ISHARES TRSOLE	0-5 YR TIPS ETF	118.54K	SH	$12.26M 1.37%	118.54K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	264.81K	SH	$11.79M 1.32%	264.81K
APPLE INCSOLE	COM	45.63K	SH	$11.58M 1.29%	45.63K

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