Insight Wealth Strategies, LLC
CIK
1749914
City
SAN RAMON
State / Country
CA
Top Portfolio Positions
85 positions ·
$344,017,841 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
175,223 | $36,253,638 | 10.54% | |
| LRCX |
Lam Research Corp
Technology
|
69,168 | $14,778,434 | 4.30% | |
| AAPL |
Apple Inc.
Technology
|
45,628 | $11,579,930 | 3.37% | |
| CENX |
Century Aluminum Co
Basic Materials
|
146,024 | $8,570,148 | 2.49% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
93,009 | $7,978,312 | 2.32% | |
| KLAC |
Kla Corp
Technology
|
5,214 | $7,677,145 | 2.23% | |
| STX |
Seagate Technology Holdings plc
Technology
|
19,464 | $7,625,216 | 2.22% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
5,437 | $7,497,568 | 2.18% | |
| AXP |
American Express Co
Financial Services
|
23,134 | $6,997,572 | 2.03% | |
| MSFT |
Microsoft Corp
Technology
|
18,649 | $6,903,300 | 2.01% |
Portfolio Trend
Holdings in OIA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,238 | 38,964 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $232,707 | 38,720 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $237,340 | 39,360 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $224,842 | 39,103 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $233,883 | 38,851 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $227,846 | 38,618 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $263,382 | 38,394 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $242,462 | 38,183 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $247,885 | 37,961 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $239,744 | 37,755 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $218,130 | 37,544 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $233,045 | 37,347 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $246,729 | 37,158 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $230,699 | 36,971 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $247,954 | 42,313 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $272,918 | 42,313 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $307,990 | 43,379 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $345,608 | 43,201 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $342,199 | 43,044 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $356,407 | 42,889 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $376,605 | 47,732 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $375,343 | 47,572 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $253,039 | 34,663 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $246,991 | 34,496 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $201,707 | 29,318 | Shares | Sole | 2020-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||