Insight Wealth Strategies, LLC

Registered adviser

CIK

1749914

Location

SAN RAMON, CA

Portfolio Value

Small $903,694,956

Diversification

Diversified

Filing Date

Global Rank

#2,469 / 8,827 ▲ 31 · as of Jun 2026

Top Industry

Semiconductor Equipment & Materials 10.1%

Period ended 38 days ago

Filed Oct 9, 2026 · 29d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 293644

Roster of Nov 1, 2026

Regulatory AUM

$1,223,782,539

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026 to Nov 2026	$1,223,782,539	Individuals and high net worth (100%)
Mar 2026 to Sep 2026	$1,063,992,397	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$932,033,936	Individuals and high net worth (100%)
Feb 2024 to Feb 2025	$851,802,511	Individuals and high net worth (100%)
Oct 2023 to Jan 2024	$807,183,902	Individuals and high net worth (100%)
May 2023 to Sep 2023	$679,508,142	Individuals and high net worth (100%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.7%, 22.2 effective positions, active share 80.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

74.6% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.3 quarters, but 17.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 80.8%; sector active share 40.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

192 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.5%

+3.1 pts

Top 5

35.0%

+1.0 pts

Top 10

47.6%

−0.1 pts

HHI

521

Diversified+71

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.3%	$509,100,487	100
Technology	17.3%	$156,215,425	26
Healthcare	7.6%	$68,396,785	15
Energy	5.4%	$48,873,477	6
Industrials	4.7%	$42,053,534	13
Communication Services	2.6%	$23,371,690	6
Financial Services	2.2%	$19,760,396	14
Consumer Cyclical	1.7%	$15,316,618	4
Basic Materials	1.4%	$13,085,468	3
Utilities	0.7%	$6,673,143	2
Consumer Defensive	0.1%	$847,933	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LVHI	Franklin International Low Volatility High Dividend Index ETF	+206,204	885,376	$36,929,032
GARP	iShares MSCI USA Quality GARP ETF	+89,112	345,059	$29,419,730
CENX	Century Aluminum Co	+41,857	185,329	$6,668,137
FLTR	VanEck IG Floating Rate ETF	+33,112	1,138,827	$29,142,582
SPMO	Invesco Ltd.	+31,588	247,018	$0
—		+25,518	445,844	$0
FLEX	Flex Ltd.	+23,875	52,016	$5,721,239
TLT	iShares 20+ Year Treasury Bond ETF	+13,268	330,227	$25,685,056
—		+12,248	388,918	$0
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+8,591	21,749	$1,214,246
VPLS	VANGUARD CORE-PLUS BOND ETF	+7,530	309,237	$22,886,630
PSMD	Pacer Swan SOS Moderate (January) ETF	+6,546	46,716	$1,643,001
BWXT	BWX Technologies, Inc.	+6,461	37,565	$5,146,405
QCOM	Qualcomm Inc	+4,951	35,045	$6,449,681
PFF	iShares Preferred and Income Securities ETF	+4,461	158,936	$4,688,612
FLBL	Franklin Senior Loan ETF	+4,378	53,059	$1,220,357
MOOD	Relative Sentiment Tactical Allocation ETF	+3,922	36,001	$1,604,420
UCTT	Ultra Clean Holdings, Inc.	+3,736	51,199	$4,150,190
FNDF	Schwab Fundamental International Equity ETF	+3,505	387,160	$20,809,850
WTIP	WisdomTree Inflation Plus Fund	+3,031	22,573	$836,103
DVN	Devon Energy Corp	+2,929	149,247	$6,871,331
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+2,775	86,913	$4,116,199
FLOT	iShares Floating Rate Bond ETF	+2,592	88,899	$4,538,293
MLI	Mueller Industries Inc	+2,531	5,053	$306,262
BKR	Baker Hughes Co	+2,497	103,189	$5,665,076
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	−243,119	3,907	$271,302
CDX	Simplify High Yield ETF	−197,355	566,973	$11,435,845
TFLR	T. Rowe Price Floating Rate ETF	−174,229	383,452	$19,364,326
RNG	RingCentral, Inc.	−156,142	5,750	$429,525
IDMO	Invesco Ltd.	−130,316	255,416	$0
IHE	iShares U.S. Pharmaceuticals ETF	−119,181	3,461	$347,899
IEMG	iShares Trust	−95,741	116,932	$0
XMMO	Victory Portfolios II	−87,496	5,619	$0
PAAA	PGIM AAA CLO ETF	−79,844	576,138	$29,550,118
DOCN	DigitalOcean Holdings, Inc.	−60,602	3,280	$437,519
LDOS	Leidos Holdings, Inc.	−40,590	2,157	$262,787
LQDA	Liquidia Corp	−16,678	107,389	$3,249,591
BKGI	BNY Mellon Global Infrastructure Income ETF	−14,961	18,200	$763,126
FTNT	Fortinet, Inc.	−13,281	44,762	$8,001,655
VLUE	iShares MSCI USA Value Factor ETF	−12,949	138,537	$27,430,326
CVX	Chevron Corp	−9,446	161,957	$33,073,238
ILMN	Illumina, Inc.	−8,479	24,488	$6,701,875
CAIE	Calamos Autocallable Income ETF	−7,502	44,438	$1,182,939
IVVW	iShares S&P 500 BuyWrite ETF	−7,310	5,285	$239,939
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−5,821	66,724	$13,061,223
USFR	WisdomTree Floating Rate Treasury Fund	−4,896	5,210	$262,531
ASTH	Astrana Health, Inc.	−3,625	139,664	$4,967,848
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−2,808	486,949	$33,726,087
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−2,647	59,663	$2,734,951
PICB	Invesco International Corporate Bond ETF	−2,151	15,336	$340,919
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
USHY	iShares Broad USD High Yield Corporate Bond ETF	626,335	$22,372,686
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	761,713	$19,705,515
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	397,559	$17,655,595
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	384,496	$17,556,087
IGV	iShares Expanded Tech-Software Sector ETF	107,147	$11,409,012
BUG	Global X Cybersecurity ETF	184,479	$8,519,240
LYFT	Lyft, Inc.	414,655	$6,223,971
ZD	Ziff Davis, Inc.	102,570	$5,814,693
TVTX	Travere Therapeutics, Inc.	96,677	$5,692,341
PINS	Pinterest, Inc.	259,441	$4,900,840
PGY	Pagaya Technologies Ltd.	256,154	$4,436,587
VSEC	Vse Corp	26,100	$4,298,670
IALT		52,868	$1,578,638
CSHI	NEOS Enhanced Income 1-3 Month T-Bill ETF	14,313	$711,499
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	7,326	$424,761
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	9,355	$385,893
IGOV	iShares International Treasury Bond ETF	8,772	$348,862
SGOV	iShares 0-3 Month Treasury Bond ETF	3,246	$326,807
SCHO	Schwab Short-Term U.S. Treasury ETF	11,932	$284,697
SHEL	Shell plc	2,549	$242,282
VUG	VANGUARD GROWTH INDEX FUND	2,260	$203,648
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VRP	Invesco Ltd.	930,732	$22,626,094
STIP	iShares 0-5 Year TIPS Bond ETF	184,565	$18,855,160
APP	AppLovin Corp	12,290	$6,332,176
KN	Knowles Corp	143,628	$5,957,689
WFRD	Weatherford International plc	64,018	$5,217,467
EFV	iShares MSCI EAFE Value ETF	6,336	$485,020
VGMS	VANGUARD MULTI-SECTOR INCOME BOND ETF	4,831	$247,781
WM	Waste Management Inc	1,024	$228,229
LOW	Lowes Companies Inc	1,015	$223,797
GHYG	iShares Trust	4,538	$205,526
PEP	Pepsico Inc	1,440	$194,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

192 tracked positions · $903,694,956 total · filing declares 194 positions · $1,011,014,046 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 192 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LVHI	Franklin International Low Volatility High Dividend Index ETF	Added	885,376	+206,204	$36,929,032	+34.0%	4.09%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	486,949	-2,808	$33,726,087	+1.3%	3.73%
CVX	Chevron Corp Energy	Reduced	161,957	-9,446	$33,073,238	+16.4%	3.66%
PAAA	PGIM AAA CLO ETF	Reduced	576,138	-79,844	$29,550,118	−12.1%	3.27%
GARP	iShares MSCI USA Quality GARP ETF	Added	345,059	+89,112	$29,419,730	+39.2%	3.26%
FLTR	VanEck IG Floating Rate ETF	Added	1,138,827	+33,112	$29,142,582	+2.9%	3.22%
VLUE	iShares MSCI USA Value Factor ETF	Reduced	138,537	-12,949	$27,430,326	−9.4%	3.04%
TLT	iShares 20+ Year Treasury Bond ETF	Added	330,227	+13,268	$25,685,056	−6.2%	2.84%
VPLS	VANGUARD CORE-PLUS BOND ETF	Added	309,237	+7,530	$22,886,630	−2.2%	2.53%
USHY	iShares Broad USD High Yield Corporate Bond ETF	NEW	626,335	NEW	$22,372,686	NEW	2.48%
FNDF	Schwab Fundamental International Equity ETF	Added	387,160	+3,505	$20,809,850	+2.8%	2.30%
LRCX	Lam Research Corp Technology	Added	61,398	+592	$20,169,856	−23.5%	2.23%
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	NEW	761,713	NEW	$19,705,515	NEW	2.18%
TFLR	T. Rowe Price Floating Rate ETF	Reduced	383,452	-174,229	$19,364,326	−31.1%	2.14%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	NEW	397,559	NEW	$17,655,595	NEW	1.95%
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	NEW	384,496	NEW	$17,556,087	NEW	1.94%
AAPL	Apple Inc. Technology	Added	47,432	+114	$15,795,804	+15.4%	1.75%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	126,132	-157	$14,854,565	−5.7%	1.64%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	66,724	-5,821	$13,061,223	−5.5%	1.45%
CDX	Simplify High Yield ETF	Reduced	566,973	-197,355	$11,435,845	−29.2%	1.27%
IGV	iShares Expanded Tech-Software Sector ETF	NEW	107,147	NEW	$11,409,012	NEW	1.26%
SAMT	Strategas Macro Thematic Opportunities ETF	Added	252,888	+1,116	$10,540,371	−12.3%	1.17%
MSFT	Microsoft Corp Technology	Reduced	19,681	-344	$10,094,384	+35.1%	1.12%
STX	Seagate Technology Holdings plc Technology	Added	9,937	+138	$9,165,292	−3.1%	1.01%
KLAC	Kla Corp Technology	Added	44,707	+632	$8,714,735	−34.5%	0.96%
NVDA	Nvidia Corp Technology	Reduced	38,063	-855	$8,692,827	+11.6%	0.96%
BUG	Global X Cybersecurity ETF	NEW	184,479	NEW	$8,519,240	NEW	0.94%
FTNT	Fortinet, Inc. Technology	Reduced	44,762	-13,281	$8,001,655	−10.3%	0.89%
NTAP	NetApp, Inc. Technology	Added	37,957	+579	$7,974,006	+37.8%	0.88%
MRK	Merck & Co., Inc. Healthcare	Reduced	54,318	-5	$7,892,948	+13.1%	0.87%
BIIB	Biogen Inc. Healthcare	Reduced	34,161	-159	$7,716,286	+4.1%	0.85%
INCY	Incyte Corp Healthcare	Added	63,207	+1,032	$7,670,169	+8.8%	0.85%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	30,114	-159	$7,502,903	+4.0%	0.83%
SWK	Stanley Black & Decker, Inc. Industrials	Reduced	83,399	-902	$7,388,317	−6.9%	0.82%
COR	Cencora, Inc. Healthcare	Reduced	24,223	-96	$7,272,955	+5.7%	0.80%
MSI	Motorola Solutions, Inc. Technology	Added	16,275	+50	$7,258,161	+7.7%	0.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,460	-21	$7,039,876	−3.8%	0.78%
DVN	Devon Energy Corp Energy	Added	149,247	+2,929	$6,871,331	+13.7%	0.76%
FIX	Comfort Systems USA Inc Industrials	Reduced	4,074	-562	$6,738,762	−26.7%	0.75%
GWW	W.W. Grainger, Inc. Industrials	Added	5,396	+55	$6,722,120	−7.5%	0.74%
ILMN	Illumina, Inc. Healthcare	Reduced	24,488	-8,479	$6,701,875	+15.6%	0.74%
TER	Teradyne, Inc Technology	Added	16,658	+484	$6,678,358	−14.7%	0.74%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	18,989	+595	$6,668,746	−4.0%	0.74%
CENX	Century Aluminum Co Basic Materials	Added	185,329	+41,857	$6,668,137	+1.0%	0.74%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	8,617	-117	$6,534,012	+20.0%	0.72%
CDW	CDW Corp Technology	Added	50,391	+539	$6,458,110	−7.9%	0.71%
BPOP	Popular, Inc. Financial Services	Added	41,514	+482	$6,453,351	−4.2%	0.71%
QCOM	Qualcomm Inc Technology	Added	35,045	+4,951	$6,449,681	+16.0%	0.71%
CF	CF Industries Holdings, Inc. Basic Materials	Added	55,706	+874	$6,417,331	+8.1%	0.71%
CEG	Constellation Energy Corp Utilities	Added	24,974	+309	$6,343,895	+3.6%	0.70%

Showing the top 50 of 192 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.