Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025

Insight Wealth Strategies, LLC has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $790 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $34M, Ishares Iboxx $ Investment Gra with a value of $30.5M, Vanguard Lg Trm Corp Bd ETF with a value of $30.4M, Ishares Barclays 20+ Year Trea with a value of $28.5M, and Blackrock ETF Tr U S Equity Fa with a value of $27.1M.

Examining the 13F form we can see an increase of $1.45M in the current position value, from $788M to 790M.

Insight Wealth Strategies, LLC is based out at San Ramon, CA

Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $790 Million
ETFs: $476 Million
Technology: $97.6 Million
Healthcare: $50.8 Million
Energy: $50.2 Million
Industrials: $34.4 Million
Financial Services: $26.4 Million
Consumer Cyclical: $16.9 Million
Communication Services: $10.7 Million
Other: $16.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$34 Million 4.31% of portfolio
219,858
Q4 2025 Added 0.48%
$0
$30.5 Million 3.86% of portfolio
276,655
Q4 2025 Added 349.66%
$0
$30.4 Million 3.85% of portfolio
398,650
Q4 2025 Added 1.98%
$0
$28.5 Million 3.61% of portfolio
320,946
Q4 2025 Added 2.16%
$0
$27.1 Million 3.43% of portfolio
452,161
Q4 2025 Added 1.77%
$0
$26.3 Million 3.34% of portfolio
223,586
Q4 2025 Added 1.74%
$0
$24.1 Million 3.06% of portfolio
476,471
Q4 2025 Added 3.45%
$0
$21.8 Million 2.76% of portfolio
595,158
Q4 2025 Added 1.56%
$0
$20.5 Million 2.59% of portfolio
649,776
Q4 2025 Added 1.91%
$0
$18.5 Million 2.34% of portfolio
95,210
Q4 2025 Reduced 0.09%
$0
$17.8 Million 2.25% of portfolio
575,043
Q4 2025 Reduced 36.18%
$0
$17.4 Million 2.2% of portfolio
319,537
Q4 2025 Added 4.01%
$0
$17.2 Million 2.18% of portfolio
59,791
Q4 2025 Added 104.23%
$0
$16.3 Million 2.06% of portfolio
637,239
Q4 2025 New
$0
$16 Million 2.03% of portfolio
350,856
Q4 2025 New
$0
$14.7 Million 1.86% of portfolio
647,232
Q4 2025 Added 25.71%
$0
$12.8 Million 1.62% of portfolio
90,603
Q4 2025 Added 0.9%
$0
$12.2 Million 1.55% of portfolio
129,626
Q4 2025 Added 0.61%
$0
$12.2 Million 1.55% of portfolio
91,059
Q4 2025 Added 1.52%
$4.3T
$12.2 Million 1.54% of portfolio
45,601
Q4 2025 Reduced 2.06%
$0
$12.2 Million 1.54% of portfolio
124,779
Q4 2025 Reduced 0.51%
$0
$12.1 Million 1.53% of portfolio
108,862
Q4 2025 Added 2.22%
$0
$9.12 Million 1.16% of portfolio
246,420
Q4 2025 Added 1.25%
$3.78T
$8.19 Million 1.04% of portfolio
16,139
Q4 2025 Added 2.33%
$0
$7.88 Million 1.0% of portfolio
182,293
Q4 2025 Added 0.52%
$255B
$7.62 Million 0.96% of portfolio
22,321
Q4 2025 Reduced 2.97%
$53.3B
$6.55 Million 0.83% of portfolio
25,378
Q4 2025 Reduced 3.72%
$2.39T
$6.56 Million 0.83% of portfolio
27,957
Q4 2025 Reduced 2.97%
$161B
$6.31 Million 0.8% of portfolio
5,565
Q4 2025 Reduced 1.97%
$0
$6.17 Million 0.78% of portfolio
114,988
Q4 2025 Added 4.1%
$1.65T
$5.76 Million 0.73% of portfolio
20,850
Q4 2025 Reduced 31.89%
$235B
$5.58 Million 0.71% of portfolio
60,103
Q4 2025 Added 5.04%
$465B
$5.51 Million 0.7% of portfolio
29,537
Q4 2025 Reduced 9.2%
$139B
$5.43 Million 0.69% of portfolio
15,845
Q4 2025 Added 3.72%
$48.8B
$5.32 Million 0.67% of portfolio
109,208
Q4 2025 Added 3.14%
$111B
$5.32 Million 0.67% of portfolio
15,724
Q4 2025 Added 3.31%
$1.66B
$5.2 Million 0.66% of portfolio
141,641
Q4 2025 New
$26.1B
$5.2 Million 0.66% of portfolio
27,175
Q4 2025 Reduced 7.78%
$74.3B
$5.2 Million 0.66% of portfolio
7,496
Q4 2025 Added 3.0%
$32.5B
$5.11 Million 0.65% of portfolio
5,622
Q4 2025 Reduced 27.81%
$87.8B
$5.02 Million 0.64% of portfolio
10,475
Q4 2025 Added 4.14%
$228B
$4.93 Million 0.62% of portfolio
37,930
Q4 2025 Added 3.43%
$24.1B
$4.85 Million 0.61% of portfolio
28,960
Q4 2025 New
$121B
$4.84 Million 0.61% of portfolio
5,751
Q4 2025 Reduced 6.87%
$342B
$4.71 Million 0.6% of portfolio
27,082
Q4 2025 Reduced 23.96%
$367B
$4.74 Million 0.6% of portfolio
13,237
Q4 2025 Added 4.71%
$187B
$4.75 Million 0.6% of portfolio
28,481
Q4 2025 Reduced 0.47%
$46.8B
$4.67 Million 0.59% of portfolio
5,045
Q4 2025 Added 1.35%
$64.9B
$4.62 Million 0.59% of portfolio
56,127
Q4 2025 Added 30.44%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $790 Million
  • Prior Value $788 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 02, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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