2026 Q1 Portfolio Activity
In 2026 Q1, Insight Wealth Strategies, LLC maintained a portfolio of 188 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 2.97% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 10350.1%. The fund also reduced its exposure to ISHARES TR by 90.9%.
Position History
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Total Positions
188
Quarter
2026 Q1
Top Holding
CVX (4.0%)
Top 10 Concentration
29.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 188
Insight Wealth Strategies, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CVX
CHEVRON CORPORA...
|
Energy | 4.05% | 3.84% |
#1
Prev: #1
|
3.6 |
—
|
-44,635 | -20.3% |
P
S
|
175,223 | $36,253,680 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 3.14% | 3.20% |
#2
3
Prev: #5
|
3.3 |
—
|
2,693 | 0.4% |
P
S
|
652,469 | $28,141,006 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 3.08% | 3.15% |
#3
3
Prev: #6
|
4.2 |
—
|
22,623 | 5.0% |
P
S
|
474,784 | $27,622,907 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LQD
ISHARES TR
|
ETF | 3.06% | 3.50% |
#4
2
Prev: #2
|
2.2 |
—
|
-25,452 | -9.2% |
P
S
|
251,203 | $27,378,567 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 3.02% | 3.47% |
#5
2
Prev: #3
|
2.2 |
—
|
-36,999 | -9.3% |
P
S
|
361,651 | $27,022,571 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VPLS
VANGUARD MALVER...
|
ETF | 2.97% | — |
#6
Prev: #—
|
4.7 |
—
|
343,106 | — |
NEW
|
343,106 | $26,621,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 2.83% | 2.51% |
#7
3
Prev: #10
|
3.1 |
—
|
30,870 | 5.2% |
P
S
|
626,028 | $25,379,177 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IGLB
ISHARES TR
|
ETF | 2.75% | 2.76% |
#8
1
Prev: #9
|
1.6 |
—
|
19,525 | 4.1% |
P
S
|
495,996 | $24,616,301 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VLUE
ISHARES TR
|
ETF | 2.46% | 0.02% |
#9
159
Prev: #168
|
4.0 |
—
|
153,389 | 10350.1% |
P
S
|
154,871 | $22,021,159 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 2.35% | 3.06% |
#10
3
Prev: #7
|
1.4 |
—
|
-35,548 | -15.9% |
P
S
|
188,038 | $21,080,977 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JMBS
JANUS DETROIT S...
|
ETF | 2.29% | 1.84% |
#11
4
Prev: #15
|
3.4 |
—
|
102,533 | 29.2% |
P
S
|
453,389 | $20,484,097 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 2.26% | 2.04% |
#12
1
Prev: #13
|
2.9 |
—
|
48,973 | 15.3% |
P
S
|
368,510 | $20,209,068 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PGHY
INVESCO EXCH TR...
|
ETF | 1.80% | — |
#13
Prev: #—
|
4.2 |
—
|
831,758 | — |
NEW
|
831,758 | $16,144,424 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.65% | 1.67% |
#14
2
Prev: #16
|
1.2 |
—
|
-16,054 | -18.8% |
P
S
|
69,168 | $14,778,443 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 1.62% | 1.65% |
#15
2
Prev: #17
|
2.6 |
—
|
32,866 | 5.1% |
P
S
|
680,098 | $14,513,291 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
TUA
SIMPLIFY EXCHAN...
|
Unknown | 1.57% | 1.61% |
#16
2
Prev: #18
|
1.1 |
—
|
25,833 | 4.0% |
P
S
|
666,189 | $14,056,584 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
TFLR
T ROWE PRICE ET...
|
ETF | 1.55% | 2.85% |
#17
9
Prev: #8
|
0.6 |
—
|
-207,748 | -43.0% |
P
S
|
275,770 | $13,887,777 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QUAL
ISHARES TR
|
ETF | 1.54% | 2.17% |
#18
7
Prev: #11
|
0.6 |
—
|
-23,490 | -24.7% |
P
S
|
71,720 | $13,756,547 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.53% | 1.46% |
#19
3
Prev: #22
|
1.1 |
—
|
-392 | -0.3% |
P
S
|
124,387 | $13,741,070 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XMMO
INVESCO EXCHANG...
|
Bond/Debt | 1.49% | 1.45% |
#20
3
Prev: #23
|
1.1 |
—
|
1,016 | 1.1% |
P
S
|
92,075 | $13,352,711 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IEMG
ISHARES INC
|
ETF | 1.45% | 0.89% |
#21
11
Prev: #32
|
3.6 |
—
|
70,586 | 61.4% |
P
S
|
185,574 | $12,943,815 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.40% | 1.49% |
#22
3
Prev: #19
|
1.1 |
—
|
1,580 | 1.9% |
P
S
|
85,647 | $12,556,709 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
STIP
ISHARES TR
|
ETF | 1.37% | — |
#23
Prev: #—
|
4.0 |
—
|
118,544 | — |
NEW
|
118,544 | $12,260,984 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BKGI
BNY MELLON ETF ...
|
ETF | 1.32% | 1.22% |
#24
2
Prev: #26
|
1.0 |
—
|
1,415 | 0.5% |
P
S
|
264,809 | $11,794,612 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.29% | 1.42% |
#25
1
Prev: #24
|
1.0 |
—
|
27 | 0.1% |
P
S
|
45,628 | $11,580,027 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IHE
ISHARES TR
|
ETF | 1.15% | — |
#26
Prev: #—
|
4.0 |
—
|
118,692 | — |
NEW
|
118,692 | $10,288,206 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
HEZU
ISHARES TR
|
ETF | 1.14% | 0.91% |
#27
3
Prev: #30
|
3.0 |
—
|
52,231 | 28.7% |
P
S
|
234,524 | $10,248,695 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SAMT
ADVISORS INNER ...
|
Unknown | 1.09% | 1.09% |
#28
1
Prev: #27
|
0.9 |
—
|
2,417 | 1.0% |
P
S
|
248,837 | $9,771,840 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.08% | 0.99% |
#29
1
Prev: #28
|
2.9 |
—
|
12,984 | 21.7% |
P
S
|
72,775 | $9,671,793 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CENX
CENTURY ALUM CO
|
Basic Materials | 0.96% | 0.69% |
#30
8
Prev: #38
|
0.9 |
—
|
-8,042 | -5.2% |
P
S
|
146,024 | $8,570,149 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
EMLC
VANECK ETF TRUS...
|
ETF | 0.94% | 1.89% |
#31
17
Prev: #14
|
0.4 |
—
|
-303,514 | -47.6% |
P
S
|
333,725 | $8,379,828 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JBBB
JANUS DETROIT S...
|
ETF | 0.90% | — |
#32
Prev: #—
|
3.9 |
—
|
173,270 | — |
NEW
|
173,270 | $8,075,259 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DOCN
DIGITALOCEAN HL...
|
Technology | 0.89% | 0.53% |
#33
27
Prev: #60
|
0.9 |
—
|
-2,745 | -2.9% |
P
S
|
93,009 | $7,978,312 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
KLAC
KLA CORP
|
Technology | 0.86% | 0.78% |
#34
Prev: #34
|
0.8 |
—
|
-351 | -6.3% |
P
S
|
5,214 | $7,677,118 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.85% | 0.80% |
#35
2
Prev: #33
|
0.3 |
—
|
-5,914 | -23.3% |
P
S
|
19,464 | $7,625,393 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 0.84% | 0.60% |
#36
9
Prev: #45
|
0.8 |
—
|
-185 | -3.3% |
P
S
|
5,437 | $7,497,032 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.78% | 0.95% |
#37
8
Prev: #29
|
0.8 |
—
|
813 | 3.6% |
P
S
|
23,134 | $6,997,557 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.77% | 0.89% |
#38
7
Prev: #31
|
2.3 |
—
|
2,510 | 15.6% |
P
S
|
18,649 | $6,903,484 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.77% | — |
#39
Prev: #—
|
3.8 |
—
|
136,395 | — |
NEW
|
136,395 | $6,863,384 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PFF
ISHARES TR
|
Preferred | 0.76% | 2.04% |
#40
28
Prev: #12
|
0.3 |
—
|
-349,772 | -60.8% |
P
S
|
225,271 | $6,830,223 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.69% | 0.63% |
#41
2
Prev: #43
|
2.8 |
—
|
4,119 | 26.0% |
P
S
|
19,964 | $6,179,057 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.68% | 0.73% |
#42
5
Prev: #37
|
0.8 |
—
|
-9,815 | -16.3% |
P
S
|
50,288 | $6,049,198 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.67% | 0.75% |
#43
8
Prev: #35
|
0.8 |
—
|
138 | 0.7% |
P
S
|
20,988 | $6,035,350 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.66% | 0.61% |
#44
Prev: #44
|
2.8 |
—
|
3,057 | 29.2% |
P
S
|
13,532 | $5,903,321 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.66% | 0.74% |
#45
9
Prev: #36
|
0.8 |
—
|
235 | 0.8% |
P
S
|
28,192 | $5,871,642 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 0.65% | 0.57% |
#46
4
Prev: #50
|
0.8 |
—
|
-13,320 | -12.2% |
P
S
|
95,888 | $5,853,939 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CDW
CDW CORP
|
Technology | 0.64% | 0.48% |
#47
24
Prev: #71
|
3.3 |
—
|
17,109 | 55.9% |
P
S
|
47,731 | $5,776,357 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.64% | 0.58% |
#48
1
Prev: #47
|
0.8 |
—
|
232 | 4.6% |
P
S
|
5,277 | $5,755,968 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
WFRD
WEATHERFORD INT...
|
Energy | 0.64% | 0.55% |
#49
6
Prev: #55
|
0.8 |
—
|
-1,469 | -2.4% |
P
S
|
60,221 | $5,695,738 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.63% | 0.49% |
#50
17
Prev: #67
|
2.3 |
—
|
1,663 | 14.8% |
P
S
|
12,916 | $5,605,370 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-50 of 188 holdings