2026 Q2 Portfolio Activity
In 2026 Q2, Insight Wealth Strategies, LLC maintained a portfolio of 206 distinct positions. The most significant new addition was VANECK ETF TRUST, now representing 2.76% of the total fund value. They heavily accumulated shares in PGIM ETF TR, increasing the position by 3395.2%. The fund also reduced its exposure to GOLDMAN SACHS ETF TR by 90.5%.
Position History
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Total Positions
206
Quarter
2026 Q2
Top Holding
PAAA (3.3%)
Top 10 Concentration
29.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 206
Insight Wealth Strategies, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PAAA
PGIM ETF TR
|
ETF | 3.28% | 0.11% |
#1
110
Prev: #111
|
6.3 |
—
|
637,214 | 3395.2% |
P
S
|
655,982 | $33,645,339 |
$nan
nan%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 3.27% | 2.35% |
#2
8
Prev: #10
|
4.8 |
—
|
27,392 | 14.6% |
P
S
|
215,430 | $33,460,653 |
$99.58
+54.6%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
DYNF
BLACKROCK ETF T...
|
ETF | 3.23% | 3.08% |
#3
Prev: #3
|
2.8 |
—
|
14,973 | 3.2% |
P
S
|
489,757 | $33,058,614 |
$49.77
+36.9%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 3.06% | 3.02% |
#4
1
Prev: #5
|
3.7 |
—
|
58,675 | 16.2% |
P
S
|
420,326 | $31,377,304 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VLUE
ISHARES TR
|
ETF | 2.89% | 2.46% |
#5
4
Prev: #9
|
2.2 |
—
|
-3,385 | -2.2% |
P
S
|
151,486 | $29,610,906 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 2.77% | 4.05% |
#6
5
Prev: #1
|
1.6 |
—
|
-3,820 | -2.2% |
P
S
|
171,403 | $28,399,780 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 2.76% | — |
#7
Prev: #—
|
4.6 |
—
|
1,105,715 | — |
NEW
|
1,105,715 | $28,228,904 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TFLR
T ROWE PRICE EX...
|
Unknown | 2.74% | 1.55% |
#8
9
Prev: #17
|
4.1 |
—
|
281,911 | 102.2% |
P
S
|
557,681 | $28,101,527 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 2.68% | 2.83% |
#9
2
Prev: #7
|
3.1 |
—
|
53,144 | 8.5% |
P
S
|
679,172 | $27,438,541 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TLT
ISHARES TR
|
ETF | 2.65% | 0.28% |
#10
84
Prev: #94
|
4.1 |
—
|
287,889 | 990.3% |
P
S
|
316,959 | $27,106,325 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.32% | 1.65% |
#11
3
Prev: #14
|
1.4 |
—
|
-8,362 | -12.1% |
P
S
|
60,806 | $23,790,776 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VPLS
VANGUARD MALVER...
|
ETF | 2.27% | 2.97% |
#12
6
Prev: #6
|
1.4 |
—
|
-41,399 | -12.1% |
P
S
|
301,707 | $23,282,707 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 2.25% | 2.26% |
#13
1
Prev: #12
|
1.4 |
—
|
17,222 | 4.7% |
P
S
|
385,732 | $23,097,648 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VRP
INVESCO EXCH TR...
|
Preferred | 2.21% | — |
#14
Prev: #—
|
4.4 |
—
|
930,732 | — |
NEW
|
930,732 | $22,654,024 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GARP
ISHARES TR
|
ETF | 2.04% | — |
#15
Prev: #—
|
4.3 |
—
|
255,947 | — |
NEW
|
255,947 | $20,910,876 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 1.95% | — |
#16
Prev: #—
|
4.3 |
—
|
383,655 | — |
NEW
|
383,655 | $20,007,624 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
KRE
SPDR SERIES TRU...
|
Unknown | 1.84% | — |
#17
Prev: #—
|
4.2 |
—
|
247,026 | — |
NEW
|
247,026 | $18,818,451 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
STIP
ISHARES TR
|
ETF | 1.82% | 1.37% |
#18
5
Prev: #23
|
3.7 |
—
|
66,021 | 55.7% |
P
S
|
184,565 | $18,665,070 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IEMG
ISHARES INC
|
ETF | 1.67% | 1.45% |
#19
2
Prev: #21
|
2.7 |
—
|
27,099 | 14.6% |
P
S
|
212,673 | $17,147,858 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 1.56% | 1.62% |
#20
5
Prev: #15
|
2.6 |
—
|
84,230 | 12.4% |
P
S
|
764,328 | $16,012,682 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.53% | 1.53% |
#21
2
Prev: #19
|
1.1 |
—
|
1,902 | 1.5% |
P
S
|
126,289 | $15,703,987 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
XMMO
INVESCO EXCHANG...
|
Bond/Debt | 1.51% | 1.49% |
#22
2
Prev: #20
|
1.1 |
—
|
1,040 | 1.1% |
P
S
|
93,115 | $15,457,069 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.36% | 1.29% |
#23
2
Prev: #25
|
1.0 |
—
|
1,690 | 3.7% |
P
S
|
47,318 | $13,929,411 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 1.31% | 1.08% |
#24
5
Prev: #29
|
1.0 |
—
|
-230 | -0.3% |
P
S
|
72,545 | $13,465,851 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IHE
ISHARES TR
|
ETF | 1.18% | 1.15% |
#25
1
Prev: #26
|
1.0 |
—
|
3,950 | 3.3% |
P
S
|
122,642 | $12,054,501 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SAMT
ADVISORS INNER ...
|
Unknown | 1.15% | 1.09% |
#26
2
Prev: #28
|
1.0 |
—
|
2,935 | 1.2% |
P
S
|
251,772 | $11,777,912 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
KLAC
KLA CORP
|
Technology | 1.15% | 0.86% |
#27
7
Prev: #34
|
3.5 |
—
|
38,861 | 745.3% |
P
S
|
44,075 | $11,732,443 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
HFGM
TIDAL TRUST I
|
Unknown | 1.11% | 0.18% |
#28
72
Prev: #100
|
3.4 |
—
|
325,567 | 637.1% |
P
S
|
376,670 | $11,385,743 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
LQDA
LIQUIDIA CORPOR...
|
Healthcare | 0.96% | 0.60% |
#29
26
Prev: #55
|
0.9 |
—
|
-18,335 | -12.9% |
P
S
|
124,067 | $9,840,994 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DOCN
DIGITALOCEAN HL...
|
Technology | 0.90% | 0.89% |
#30
3
Prev: #33
|
0.4 |
—
|
-29,127 | -31.3% |
P
S
|
63,882 | $9,236,060 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FTNT
FORTINET INC
|
Technology | 0.90% | 0.50% |
#31
33
Prev: #64
|
2.4 |
—
|
3,157 | 5.8% |
P
S
|
58,043 | $9,227,676 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.88% | 0.85% |
#32
3
Prev: #35
|
0.4 |
—
|
-9,665 | -49.7% |
P
S
|
9,799 | $8,968,376 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 0.84% | 0.84% |
#33
3
Prev: #36
|
0.8 |
—
|
-801 | -14.7% |
P
S
|
4,636 | $8,646,988 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SWK
STANLEY BLACK &...
|
Industrials | 0.75% | 0.55% |
#34
26
Prev: #60
|
2.8 |
—
|
14,375 | 20.6% |
P
S
|
84,301 | $7,700,084 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.75% | 0.77% |
#35
3
Prev: #38
|
2.3 |
—
|
1,376 | 7.4% |
P
S
|
20,025 | $7,695,294 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.74% | 0.59% |
#36
22
Prev: #58
|
2.8 |
—
|
5,547 | 34.7% |
P
S
|
21,512 | $7,547,392 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.73% | 0.60% |
#37
19
Prev: #56
|
2.8 |
—
|
7,316 | 23.9% |
P
S
|
37,918 | $7,491,771 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.72% | 0.67% |
#38
5
Prev: #43
|
0.8 |
—
|
-507 | -2.4% |
P
S
|
20,481 | $7,398,018 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.71% | 0.66% |
#39
6
Prev: #45
|
2.3 |
—
|
2,081 | 7.4% |
P
S
|
30,273 | $7,317,093 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.70% | 0.60% |
#40
14
Prev: #54
|
2.3 |
—
|
4,974 | 16.9% |
P
S
|
34,320 | $7,198,277 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.70% | 0.64% |
#41
7
Prev: #48
|
0.8 |
—
|
64 | 1.2% |
P
S
|
5,341 | $7,147,331 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ASTH
ASTRANA HEALTH ...
|
Healthcare | 0.70% | 0.39% |
#42
41
Prev: #83
|
0.8 |
—
|
-2 | -0.0% |
P
S
|
143,289 | $7,137,225 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
INCY
INCYTE CORP
|
Healthcare | 0.69% | — |
#43
Prev: #—
|
3.8 |
—
|
62,175 | — |
NEW
|
62,175 | $7,076,137 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
COR
CENCORA INC
|
Healthcare | 0.68% | 0.62% |
#44
7
Prev: #51
|
2.8 |
—
|
6,648 | 37.6% |
P
S
|
24,319 | $7,014,107 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.68% | — |
#45
Prev: #—
|
3.8 |
—
|
12,290 | — |
NEW
|
12,290 | $6,939,057 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BPOP
POPULAR INC
|
Financial Services | 0.67% | — |
#46
Prev: #—
|
3.8 |
—
|
41,032 | — |
NEW
|
41,032 | $6,913,892 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TER
TERADYNE INC
|
Technology | 0.67% | — |
#47
Prev: #—
|
3.8 |
—
|
16,174 | — |
NEW
|
16,174 | $6,911,797 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CDW
CDW CORP
|
Technology | 0.67% | 0.64% |
#48
1
Prev: #47
|
0.8 |
—
|
2,121 | 4.4% |
P
S
|
49,852 | $6,899,955 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.66% | 0.68% |
#49
7
Prev: #42
|
2.3 |
—
|
4,035 | 8.0% |
P
S
|
54,323 | $6,810,424 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.66% | 0.63% |
#50
Prev: #50
|
2.8 |
—
|
3,309 | 25.6% |
P
S
|
16,225 | $6,797,299 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 |
Showing 1-50 of 206 holdings