2026 Q3 Portfolio Activity
In 2026 Q3, Insight Wealth Strategies, LLC maintained a portfolio of 206 distinct positions. The most significant new addition was ISHARES TR, now representing 2.21% of the total fund value. They heavily accumulated shares in LEGG MASON ETF INVT, increasing the position by 30.4%. Conversely, Insight Wealth Strategies, LLC completely exited their position in INVESCO EXCH TRADED FD TR II.
Position History
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Total Positions
206
Quarter
2026 Q3
Top Holding
SPMO (3.7%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 206
Insight Wealth Strategies, LLC Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 3.70% | 3.27% |
#1
1
Prev: #2
|
5.5 |
—
|
31,588 | 14.7% |
P
S
|
247,018 | $37,442,999 |
$105.21
+43.7%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | ||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 3.65% | 2.68% |
#2
7
Prev: #9
|
5.5 |
—
|
206,204 | 30.4% |
P
S
|
885,376 | $36,929,053 |
$31.29
+33.6%
|
2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | ||
|
DYNF
BLACKROCK ETF T...
|
ETF | 3.34% | 3.23% |
#3
Prev: #3
|
2.8 |
—
|
-2,808 | -0.6% |
P
S
|
486,949 | $33,726,078 |
$49.67
+41.8%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | ||
|
CVX
CHEVRON CORPORA...
|
Energy | 3.27% | 2.77% |
#4
2
Prev: #6
|
2.3 |
—
|
-9,446 | -5.5% |
P
S
|
161,957 | $33,073,181 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 3.02% | 3.06% |
#5
1
Prev: #4
|
3.7 |
—
|
25,518 | 6.1% |
P
S
|
445,844 | $30,540,297 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
PAAA
PGIM ETF TR
|
ETF | 2.92% | 3.28% |
#6
5
Prev: #1
|
1.7 |
—
|
-79,844 | -12.2% |
P
S
|
576,138 | $29,550,136 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
GARP
ISHARES TR
|
ETF | 2.91% | 2.04% |
#7
8
Prev: #15
|
3.7 |
—
|
89,112 | 34.8% |
P
S
|
345,059 | $29,419,742 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 2.88% | 2.76% |
#8
1
Prev: #7
|
1.7 |
—
|
33,112 | 3.0% |
P
S
|
1,138,827 | $29,142,585 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
VLUE
ISHARES TR
|
ETF | 2.71% | 2.89% |
#9
4
Prev: #5
|
1.6 |
—
|
-12,949 | -8.5% |
P
S
|
138,537 | $27,430,293 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
TLT
ISHARES TR
|
ETF | 2.54% | 2.65% |
#10
Prev: #10
|
1.5 |
—
|
13,268 | 4.2% |
P
S
|
330,227 | $25,685,065 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
VPLS
VANGUARD MALVER...
|
ETF | 2.26% | 2.27% |
#11
1
Prev: #12
|
1.4 |
—
|
7,530 | 2.5% |
P
S
|
309,237 | $22,886,596 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
USHY
ISHARES TR
|
ETF | 2.21% | — |
#12
Prev: #—
|
4.4 |
—
|
626,335 | — |
NEW
|
626,335 | $22,372,681 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 2.06% | 1.95% |
#13
3
Prev: #16
|
1.3 |
—
|
3,505 | 0.9% |
P
S
|
387,160 | $20,809,846 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.00% | 2.32% |
#14
3
Prev: #11
|
1.3 |
—
|
592 | 1.0% |
P
S
|
61,398 | $20,169,772 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
BCI
ABRDN ETFS
|
ETF | 1.95% | — |
#15
Prev: #—
|
4.3 |
—
|
761,713 | — |
NEW
|
761,713 | $19,705,515 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
TFLR
T ROWE PRICE EX...
|
Unknown | 1.92% | 2.74% |
#16
8
Prev: #8
|
0.8 |
—
|
-174,229 | -31.2% |
P
S
|
383,452 | $19,364,346 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 1.75% | — |
#17
Prev: #—
|
4.2 |
—
|
397,559 | — |
NEW
|
397,559 | $17,655,611 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
IGLB
ISHARES TR
|
ETF | 1.74% | — |
#18
Prev: #—
|
4.2 |
—
|
384,496 | — |
NEW
|
384,496 | $17,556,086 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
AAPL
APPLE INC
|
Technology | 1.56% | 1.36% |
#19
4
Prev: #23
|
1.1 |
—
|
114 | 0.2% |
P
S
|
47,432 | $15,795,858 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 1.54% | 2.25% |
#20
7
Prev: #13
|
0.6 |
—
|
-130,316 | -33.8% |
P
S
|
255,416 | $15,590,583 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.47% | 1.53% |
#21
Prev: #21
|
1.1 |
—
|
-157 | -0.1% |
P
S
|
126,132 | $14,854,573 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 1.29% | 1.31% |
#22
2
Prev: #24
|
1.0 |
—
|
-5,821 | -8.0% |
P
S
|
66,724 | $13,061,213 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
HFGM
TIDAL TRUST I
|
Unknown | 1.21% | 1.11% |
#23
5
Prev: #28
|
1.0 |
—
|
12,248 | 3.3% |
P
S
|
388,918 | $12,189,651 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 1.13% | 1.56% |
#24
4
Prev: #20
|
0.5 |
—
|
-197,355 | -25.8% |
P
S
|
566,973 | $11,435,855 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
IGV
ISHARES TR
|
ETF | 1.13% | — |
#25
Prev: #—
|
4.0 |
—
|
107,147 | — |
NEW
|
107,147 | $11,409,013 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
SAMT
ADVISORS INNER ...
|
Unknown | 1.04% | 1.15% |
#26
Prev: #26
|
0.9 |
—
|
1,116 | 0.4% |
P
S
|
252,888 | $10,540,375 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.00% | 0.75% |
#27
8
Prev: #35
|
0.9 |
—
|
-344 | -1.7% |
P
S
|
19,681 | $10,094,506 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
IEMG
ISHARES INC
|
ETF | 0.94% | 1.67% |
#28
9
Prev: #19
|
0.4 |
—
|
-95,741 | -45.0% |
P
S
|
116,932 | $9,490,209 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.91% | 0.88% |
#29
3
Prev: #32
|
0.9 |
—
|
138 | 1.4% |
P
S
|
9,937 | $9,165,208 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
KLAC
KLA CORP
|
Technology | 0.86% | 1.15% |
#30
3
Prev: #27
|
0.8 |
—
|
632 | 1.4% |
P
S
|
44,707 | $8,714,639 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.86% | 0.73% |
#31
6
Prev: #37
|
0.8 |
—
|
145 | 0.4% |
P
S
|
38,063 | $8,692,900 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
BUG
GLOBAL X FDS
|
ETF | 0.84% | — |
#32
Prev: #—
|
3.8 |
—
|
184,479 | — |
NEW
|
184,479 | $8,519,240 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
FTNT
FORTINET INC
|
Technology | 0.79% | 0.90% |
#33
2
Prev: #31
|
0.3 |
—
|
-13,281 | -22.9% |
P
S
|
44,762 | $8,001,655 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
NTAP
NETAPP INC
|
Technology | 0.79% | 0.57% |
#34
27
Prev: #61
|
0.8 |
—
|
579 | 1.5% |
P
S
|
37,957 | $7,974,012 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.78% | 0.66% |
#35
14
Prev: #49
|
0.8 |
—
|
-5 | -0.0% |
P
S
|
54,318 | $7,892,909 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.76% | 0.70% |
#36
4
Prev: #40
|
0.8 |
—
|
-159 | -0.5% |
P
S
|
34,161 | $7,716,287 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
INCY
INCYTE CORP
|
Healthcare | 0.76% | 0.69% |
#37
6
Prev: #43
|
0.8 |
—
|
1,032 | 1.7% |
P
S
|
63,207 | $7,670,169 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.74% | 0.71% |
#38
1
Prev: #39
|
0.8 |
—
|
-259 | -0.9% |
P
S
|
30,014 | $7,478,100 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
SWK
STANLEY BLACK &...
|
Industrials | 0.73% | 0.75% |
#39
5
Prev: #34
|
0.8 |
—
|
-902 | -1.1% |
P
S
|
83,399 | $7,388,338 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
COR
CENCORA INC
|
Healthcare | 0.72% | 0.68% |
#40
4
Prev: #44
|
0.8 |
—
|
-96 | -0.4% |
P
S
|
24,223 | $7,272,819 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.72% | 0.66% |
#41
9
Prev: #50
|
0.8 |
—
|
50 | 0.3% |
P
S
|
16,275 | $7,258,101 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.70% | 0.72% |
#42
4
Prev: #38
|
0.8 |
—
|
-21 | -0.1% |
P
S
|
20,460 | $7,039,730 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.68% | 0.57% |
#43
17
Prev: #60
|
0.8 |
—
|
2,929 | 2.0% |
P
S
|
149,247 | $6,871,331 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 0.67% | 0.84% |
#44
11
Prev: #33
|
0.8 |
—
|
-562 | -12.1% |
P
S
|
4,074 | $6,738,498 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.66% | 0.70% |
#45
4
Prev: #41
|
0.8 |
—
|
55 | 1.0% |
P
S
|
5,396 | $6,722,405 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 0.66% | 0.59% |
#46
11
Prev: #57
|
0.3 |
—
|
-8,479 | -25.7% |
P
S
|
24,488 | $6,701,876 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
TER
TERADYNE INC
|
Technology | 0.66% | 0.67% |
#47
Prev: #47
|
0.8 |
—
|
484 | 3.0% |
P
S
|
16,658 | $6,678,232 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
CENX
CENTURY ALUM CO
|
Basic Materials | 0.66% | 0.60% |
#48
7
Prev: #55
|
2.8 |
—
|
41,857 | 29.2% |
P
S
|
185,329 | $6,668,137 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.65% | 0.66% |
#49
2
Prev: #51
|
0.8 |
—
|
395 | 2.1% |
P
S
|
18,789 | $6,598,384 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-09 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 0.65% | 0.53% |
#50
15
Prev: #65
|
0.8 |
—
|
-117 | -1.3% |
P
S
|
8,617 | $6,533,717 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-09 |
Showing 1-50 of 206 holdings