Insight Wealth Strategies, LLC

CIK

1749914

Location

SAN RAMON, CA

Portfolio Value

Small $334,771,440

Diversification

Diversified

Filing Date

Global Rank

#3,238 / 8,603 ▲ 118 · as of Mar 2026

Top Industry

Oil & Gas Integrated 11.2%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 10, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.0%

SPY

+76.0%

Annualised alpha

-1.8%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

+0.5 pts

Top 5

23.6%

+0.0 pts

Top 10

34.4%

+0.8 pts

HHI

273

Diversified+10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$105,314,342	19
Energy	18.0%	$60,245,114	7
Healthcare	15.8%	$52,825,696	13
Industrials	11.6%	$38,772,469	13
Financial Services	8.1%	$27,087,946	12
Consumer Cyclical	4.0%	$13,323,083	5
Basic Materials	2.6%	$8,570,148	1
Unclassified	2.4%	$8,189,614	5
Consumer Defensive	2.2%	$7,304,748	5
Communication Services	2.2%	$7,285,417	3
Utilities	1.7%	$5,852,863	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDW	CDW Corp	+17,109	47,731	$5,776,405
ABT	Abbott Laboratories	+15,014	52,944	$5,435,760
ORI	Old Republic International Corp	+7,348	69,424	$2,770,017
AVGO	Broadcom Inc.	+4,119	19,964	$6,179,057
VISN	Vistance Networks, Inc.	+4,065	247,626	$4,506,793
CEG	Constellation Energy Corp	+3,909	19,633	$5,482,515
MCO	Moodys Corp /De/	+3,057	13,532	$5,903,335
XPRO	Expro Group Holdings N.V.	+2,971	270,449	$4,708,517
HD	Home Depot, Inc.	+2,728	15,965	$5,250,728
MSFT	Microsoft Corp	+2,510	18,649	$6,903,300
SWK	Stanley Black & Decker, Inc.	+2,131	69,926	$4,968,941
HIG	Hartford Insurance Group, Inc.	+1,684	21,545	$2,913,530
MSI	Motorola Solutions, Inc.	+1,663	12,916	$5,605,156
ASTH	Astrana Health, Inc.	+1,650	143,291	$3,513,495
KR	Kroger Co	+1,575	56,125	$4,061,205
XYZ	Block, Inc.	+1,114	67,044	$4,034,707
NVDA	Nvidia Corp	+1,065	30,602	$5,336,988
WM	Waste Management Inc	+1,053	13,602	$3,125,603
QCOM	Qualcomm Inc/De	+1,024	29,505	$3,799,653
AXP	American Express Co	+813	23,134	$6,997,572
ACN	Accenture plc	+673	18,848	$3,737,369
JPM	Jpmorgan Chase & Co	+610	11,462	$3,371,661
IBKR	Interactive Brokers Group, Inc.	+589	43,894	$2,943,970
LQDA	Liquidia Corp	+584	142,402	$5,374,251
CNC	Centene Corp	+579	122,138	$3,998,798
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	−44,635	175,223	$36,253,638
LRCX	Lam Research Corp	−16,054	69,168	$14,778,434
BKR	Baker Hughes Co	−13,320	95,888	$5,853,962
MRK	Merck & Co., Inc.	−9,815	50,288	$6,049,143
CENX	Century Aluminum Co	−8,042	146,024	$8,570,148
STX	Seagate Technology Holdings plc	−5,914	19,464	$7,625,216
DOCN	DigitalOcean Holdings, Inc.	−2,745	93,009	$7,978,312
CAH	Cardinal Health Inc	−2,263	14,049	$2,968,694
WFRD	Weatherford International plc	−1,469	60,221	$5,695,702
FTNT	Fortinet, Inc.	−1,241	54,886	$4,485,283
REGN	Regeneron Pharmaceuticals, Inc.	−612	6,884	$5,318,853
WEC	Wec Energy Group, Inc.	−545	3,199	$370,348
KLAC	Kla Corp	−351	5,214	$767,714
BLBD	Blue Bird Corp	−200	65,844	$3,739,280
FIX	Comfort Systems USA Inc	−185	5,437	$7,497,568
META	Meta Platforms, Inc.	−181	1,156	$661,382
LOW	Lowes Companies Inc	−164	1,087	$256,836
QQQ	Invesco Qqq Trust, Series 1	−83	4,182	$2,413,766
MCK	Mckesson Corp	−26	5,725	$4,954,186
PEP	Pepsico Inc	−15	2,116	$328,593
BAC	Bank Of America Corp /De/	−5	6,260	$305,175
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
DVN	Devon Energy Corp/De	136,395	$6,863,396
HII	Huntington Ingalls Industries, Inc.	13,223	$5,023,417
GEV	GE Vernova Inc.	290	$253,141
SHEL	Shell plc	2,549	$237,057
ATI	Ati Inc	1,454	$211,498
COST	Costco Wholesale Corp /New	212	$211,243
SLV	iShares Silver Trust	2,944	$200,604
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	17,459	$4,490,978
BAH	Booz Allen Hamilton Holding Corp	49,937	$4,212,685
INTU	Intuit Inc.	6,355	$4,209,679
LNG	Cheniere Energy, Inc.	1,182	$229,768
PAYO	Payoneer Global Inc.	19,348	$108,735
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 positions · $334,771,440 total · as of Mar 31, 2026

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

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	175,223	-44,635	$36,253,638	+8.2%	10.83%
LRCX	Lam Research Corp Technology	Reduced	69,168	-16,054	$14,778,434	+1.3%	4.41%
AAPL	Apple Inc. Technology	Added	45,628	+27	$11,579,930	−6.6%	3.46%
CENX	Century Aluminum Co Basic Materials	Reduced	146,024	-8,042	$8,570,148	+42.0%	2.56%
DOCN	DigitalOcean Holdings, Inc. Technology	Reduced	93,009	-2,745	$7,978,312	+73.2%	2.38%
STX	Seagate Technology Holdings plc Technology	Reduced	19,464	-5,914	$7,625,216	+9.1%	2.28%
FIX	Comfort Systems USA Inc Industrials	Reduced	5,437	-185	$7,497,568	+42.9%	2.24%
AXP	American Express Co Financial Services	Added	23,134	+813	$6,997,572	−15.3%	2.09%
MSFT	Microsoft Corp Technology	Added	18,649	+2,510	$6,903,300	−11.6%	2.06%
DVN	Devon Energy Corp/De Energy	NEW	136,395	NEW	$6,863,396	NEW	2.05%
AVGO	Broadcom Inc. Technology	Added	19,964	+4,119	$6,179,057	+12.7%	1.85%
MRK	Merck & Co., Inc. Healthcare	Reduced	50,288	-9,815	$6,049,143	−4.4%	1.81%
GOOGL	Alphabet Inc. Communication Services	Added	20,988	+138	$6,035,309	−7.5%	1.80%
MCO	Moodys Corp /De/ Financial Services	Added	13,532	+3,057	$5,903,335	+10.3%	1.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,192	+235	$5,871,547	−9.0%	1.75%
BKR	Baker Hughes Co Energy	Reduced	95,888	-13,320	$5,853,962	+17.7%	1.75%
CDW	CDW Corp Technology	Added	47,731	+17,109	$5,776,405	+38.5%	1.73%
GWW	W.W. Grainger, Inc. Industrials	Added	5,277	+232	$5,756,204	+13.1%	1.72%
WFRD	Weatherford International plc Energy	Reduced	60,221	-1,469	$5,695,702	+18.0%	1.70%
MSI	Motorola Solutions, Inc. Technology	Added	12,916	+1,663	$5,605,156	+29.9%	1.67%
COR	Cencora, Inc. Healthcare	Added	17,671	+199	$5,551,167	−5.9%	1.66%
CEG	Constellation Energy Corp Utilities	Added	19,633	+3,909	$5,482,515	−1.3%	1.64%
ABT	Abbott Laboratories Healthcare	Added	52,944	+15,014	$5,435,760	+14.4%	1.62%
BIIB	Biogen Inc. Healthcare	Added	29,346	+386	$5,380,002	+5.6%	1.61%
LQDA	Liquidia Corp Healthcare	Added	142,402	+584	$5,374,251	+9.9%	1.61%
NVDA	Nvidia Corp Technology	Added	30,602	+1,065	$5,336,988	−3.1%	1.59%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	6,884	-612	$5,318,853	−8.1%	1.59%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,965	+2,728	$5,250,728	+15.3%	1.57%
HII	Huntington Ingalls Industries, Inc. Industrials	NEW	13,223	NEW	$5,023,417	NEW	1.50%
SWK	Stanley Black & Decker, Inc. Industrials	Added	69,926	+2,131	$4,968,941	−1.3%	1.48%
MCK	Mckesson Corp Healthcare	Reduced	5,725	-26	$4,954,186	+5.0%	1.48%
XPRO	Expro Group Holdings N.V. Energy	Added	270,449	+2,971	$4,708,517	+31.9%	1.41%
VISN	Vistance Networks, Inc. Technology	Added	247,626	+4,065	$4,506,793	+2.1%	1.35%
FTNT	Fortinet, Inc. Technology	Reduced	54,886	-1,241	$4,485,283	+0.6%	1.34%
SPY	Spdr S&P 500 ETF Trust	Added	6,753	+86	$4,391,746	−3.4%	1.31%
LDOS	Leidos Holdings, Inc. Technology	Added	27,555	+380	$4,285,353	−12.6%	1.28%
VRSK	Verisk Analytics, Inc. Industrials	Added	21,423	+522	$4,065,014	−13.1%	1.21%
KR	Kroger Co Consumer Defensive	Added	56,125	+1,575	$4,061,205	+19.2%	1.21%
XYZ	Block, Inc. Technology	Added	67,044	+1,114	$4,034,707	−6.0%	1.21%
PLTR	Palantir Technologies Inc. Technology	Added	27,458	+376	$4,016,556	−16.6%	1.20%
CNC	Centene Corp Healthcare	Added	122,138	+579	$3,998,798	−20.1%	1.19%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	6,781	+60	$3,810,176	−16.2%	1.14%
AMD	Advanced Micro Devices Inc Technology	Added	18,722	+96	$3,808,616	−4.5%	1.14%
QCOM	Qualcomm Inc/De Technology	Added	29,505	+1,024	$3,799,653	−22.0%	1.13%
BLBD	Blue Bird Corp Industrials	Reduced	65,844	-200	$3,739,280	+20.5%	1.12%
ACN	Accenture plc Technology	Added	18,848	+673	$3,737,369	−23.4%	1.12%
ASTH	Astrana Health, Inc. Healthcare	Added	143,291	+1,650	$3,513,495	−0.0%	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,462	+610	$3,371,661	−3.6%	1.01%
CTAS	Cintas Corp Industrials	Added	19,428	+19	$3,286,051	−10.0%	0.98%
WM	Waste Management Inc Industrials	Added	13,602	+1,053	$3,125,603	+13.4%	0.93%