Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Pgim ETF TRAAA CLO ETF | AAA CLO ETF | $33.6M | 3.3% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $33.5M | 3.3% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $33.1M | 3.2% |
| Vanguard Scottsdale FdsLG-TERM COR BD | LG-TERM COR BD | $31.4M | 3.1% |
| iShares TRMSCI USA VALUE | MSCI USA VALUE | $29.6M | 2.9% |
| Chevron CorporationCOM | COM | $28.4M | 2.8% |
| Vaneck ETF TrustIG FLOA RATE ETF | IG FLOA RATE ETF | $28.2M | 2.8% |
| T Rowe Price Exchange-tradedFLOATING RATE | FLOATING RATE | $28.1M | 2.7% |
| Legg Mason ETF InvtFRANKLIN INTL LW | FRANKLIN INTL LW | $27.4M | 2.7% |
| iShares TR20 YR TR BD ETF | 20 YR TR BD ETF | $27.1M | 2.6% |
| Lam Research Corp.COM NEW | COM NEW | $23.8M | 2.3% |
| Vanguard Malvern FdsCORE-PLUS BD ETF | CORE-PLUS BD ETF | $23.3M | 2.3% |
| Invesco Exch Traded FD TR IIS&P INTL MOMNT | S&P INTL MOMNT | $23.1M | 2.3% |
| Invesco Exch Traded FD TR IIVAR RATE PFD | VAR RATE PFD | $22.7M | 2.2% |
| iShares TRMSCI US GARP ETF | MSCI US GARP ETF | $20.9M | 2.0% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $20M | 2.0% |
| SPDR Series TrustST STR SP REGBNK | ST STR SP REGBNK | $18.8M | 1.8% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $18.7M | 1.8% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $17.1M | 1.7% |
| Simplify Exchange Traded FunHIGH YIELD ETF | HIGH YIELD ETF | $16M | 1.6% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $15.7M | 1.5% |
| Invesco Exchange Traded FD TS&P MDCP MOMNTUM | S&P MDCP MOMNTUM | $15.5M | 1.5% |
| Apple Inc.COM | COM | $13.9M | 1.4% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $13.5M | 1.3% |
| iShares TRU.S. PHARMA ETF | U.S. PHARMA ETF | $12.1M | 1.2% |
| Advisors Inner Circle FD IiiSTRATEGAS MACRO | STRATEGAS MACRO | $11.8M | 1.1% |
| KLA Corp.COM NEW | COM NEW | $11.7M | 1.1% |
| Tidal Trust IUNLIMITED HFGM | UNLIMITED HFGM | $11.4M | 1.1% |
| Liquidia CorporationCOM NEW | COM NEW | $9.84M | 1.0% |
| Digitalocean Hldgs Inc.COM | COM | $9.24M | 0.9% |
| Fortinet Inc.COM | COM | $9.23M | 0.9% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $8.97M | 0.9% |
| Comfort Sys USA Inc.COM | COM | $8.65M | 0.8% |
| Stanley Black & Decker Inc.COM | COM | $7.7M | 0.8% |
| Microsoft Corp.COM | COM | $7.7M | 0.8% |
| Home Depot Inc.COM | COM | $7.55M | 0.7% |
| Nvidia CorporationCOM | COM | $7.49M | 0.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $7.4M | 0.7% |
| Amazon Com Inc.COM | COM | $7.32M | 0.7% |
| Biogen Inc.COM | COM | $7.2M | 0.7% |
| WW Grainger Inc.COM | COM | $7.15M | 0.7% |
| Astrana Health Inc.COM NEW | COM NEW | $7.14M | 0.7% |
| Incyte Corp.COM | COM | $7.08M | 0.7% |
| Cencora Inc.COM | COM | $7.01M | 0.7% |
| Applovin Corp.COM CL A | COM CL A | $6.94M | 0.7% |
| Popular Inc.COM NEW | COM NEW | $6.91M | 0.7% |
| Teradyne Inc.COM | COM | $6.91M | 0.7% |
| Cdw Corp.COM | COM | $6.9M | 0.7% |
| Merck & CO Inc.COM | COM | $6.81M | 0.7% |
| Motorola Solutions Inc.COM NEW | COM NEW | $6.8M | 0.7% |
Pgim ETF TRAAA CLO ETF$33.6M
- Class
- AAA CLO ETF
- Share
- 3.3%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$33.5M
- Class
- S&P 500 MOMNTM
- Share
- 3.3%
Blackrock ETF TrustISHARES US EQUIT$33.1M
- Class
- ISHARES US EQUIT
- Share
- 3.2%
Vanguard Scottsdale FdsLG-TERM COR BD$31.4M
- Class
- LG-TERM COR BD
- Share
- 3.1%
iShares TRMSCI USA VALUE$29.6M
- Class
- MSCI USA VALUE
- Share
- 2.9%
Chevron CorporationCOM$28.4M
- Class
- COM
- Share
- 2.8%
Vaneck ETF TrustIG FLOA RATE ETF$28.2M
- Class
- IG FLOA RATE ETF
- Share
- 2.8%
T Rowe Price Exchange-tradedFLOATING RATE$28.1M
- Class
- FLOATING RATE
- Share
- 2.7%
Legg Mason ETF InvtFRANKLIN INTL LW$27.4M
- Class
- FRANKLIN INTL LW
- Share
- 2.7%
iShares TR20 YR TR BD ETF$27.1M
- Class
- 20 YR TR BD ETF
- Share
- 2.6%
Lam Research Corp.COM NEW$23.8M
- Class
- COM NEW
- Share
- 2.3%
Vanguard Malvern FdsCORE-PLUS BD ETF$23.3M
- Class
- CORE-PLUS BD ETF
- Share
- 2.3%
Invesco Exch Traded FD TR IIS&P INTL MOMNT$23.1M
- Class
- S&P INTL MOMNT
- Share
- 2.3%
Invesco Exch Traded FD TR IIVAR RATE PFD$22.7M
- Class
- VAR RATE PFD
- Share
- 2.2%
iShares TRMSCI US GARP ETF$20.9M
- Class
- MSCI US GARP ETF
- Share
- 2.0%
Schwab Strategic TRFUNDAMENTAL INTL$20M
- Class
- FUNDAMENTAL INTL
- Share
- 2.0%
SPDR Series TrustST STR SP REGBNK$18.8M
- Class
- ST STR SP REGBNK
- Share
- 1.8%
iShares TR0-5 YR TIPS ETF$18.7M
- Class
- 0-5 YR TIPS ETF
- Share
- 1.8%
iShares Inc.CORE MSCI EMKT$17.1M
- Class
- CORE MSCI EMKT
- Share
- 1.7%
Simplify Exchange Traded FunHIGH YIELD ETF$16M
- Class
- HIGH YIELD ETF
- Share
- 1.6%
American Centy ETF TRUS SML CP VALU$15.7M
- Class
- US SML CP VALU
- Share
- 1.5%
Invesco Exchange Traded FD TS&P MDCP MOMNTUM$15.5M
- Class
- S&P MDCP MOMNTUM
- Share
- 1.5%
Apple Inc.COM$13.9M
- Class
- COM
- Share
- 1.4%
Select Sector SPDR TRST STR TECHN ETF$13.5M
- Class
- ST STR TECHN ETF
- Share
- 1.3%
iShares TRU.S. PHARMA ETF$12.1M
- Class
- U.S. PHARMA ETF
- Share
- 1.2%
Advisors Inner Circle FD IiiSTRATEGAS MACRO$11.8M
- Class
- STRATEGAS MACRO
- Share
- 1.1%
KLA Corp.COM NEW$11.7M
- Class
- COM NEW
- Share
- 1.1%
Tidal Trust IUNLIMITED HFGM$11.4M
- Class
- UNLIMITED HFGM
- Share
- 1.1%
Liquidia CorporationCOM NEW$9.84M
- Class
- COM NEW
- Share
- 1.0%
Digitalocean Hldgs Inc.COM$9.24M
- Class
- COM
- Share
- 0.9%
Fortinet Inc.COM$9.23M
- Class
- COM
- Share
- 0.9%
Seagate Technology Hldngs PLORD SHS$8.97M
- Class
- ORD SHS
- Share
- 0.9%
Comfort Sys USA Inc.COM$8.65M
- Class
- COM
- Share
- 0.8%
Stanley Black & Decker Inc.COM$7.7M
- Class
- COM
- Share
- 0.8%
Microsoft Corp.COM$7.7M
- Class
- COM
- Share
- 0.8%
Home Depot Inc.COM$7.55M
- Class
- COM
- Share
- 0.7%
Nvidia CorporationCOM$7.49M
- Class
- COM
- Share
- 0.7%
Alphabet Inc.CAP STK CL A$7.4M
- Class
- CAP STK CL A
- Share
- 0.7%
Amazon Com Inc.COM$7.32M
- Class
- COM
- Share
- 0.7%
Biogen Inc.COM$7.2M
- Class
- COM
- Share
- 0.7%
WW Grainger Inc.COM$7.15M
- Class
- COM
- Share
- 0.7%
Astrana Health Inc.COM NEW$7.14M
- Class
- COM NEW
- Share
- 0.7%
Incyte Corp.COM$7.08M
- Class
- COM
- Share
- 0.7%
Cencora Inc.COM$7.01M
- Class
- COM
- Share
- 0.7%
Applovin Corp.COM CL A$6.94M
- Class
- COM CL A
- Share
- 0.7%
Popular Inc.COM NEW$6.91M
- Class
- COM NEW
- Share
- 0.7%
Teradyne Inc.COM$6.91M
- Class
- COM
- Share
- 0.7%
Cdw Corp.COM$6.9M
- Class
- COM
- Share
- 0.7%
Merck & CO Inc.COM$6.81M
- Class
- COM
- Share
- 0.7%
Motorola Solutions Inc.COM NEW$6.8M
- Class
- COM NEW
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 183 positions by value, with holdings of the same security combined. The 183 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1749914
- File number
- 028-19099
- Options
- 1 call, 0 put
- In the 25 largest
- 56.2%
- Prior quarter
- $896M at 31 March 2026
- Positions opened
- 29
- Positions closed
- 23
Common questions
What are Insight Wealth Strategies’ 13F holdings worth?
$1.02 billion across 183 positions for the quarter ended 30 June 2026.
What is Insight Wealth Strategies’ largest 13F holding?
PGIM ETF TR (AAA CLO ETF) was the largest position at $33.6 million, or 3.3% of reported 13F value, as of 30 June 2026.
How concentrated is Insight Wealth Strategies’ 13F portfolio?
The ten largest positions accounted for 29.3% of reported value and the twenty-five largest for 56.2%, across 183 positions as of 30 June 2026.
Does Form 13F show everything Insight Wealth Strategies manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Insight Wealth Strategies file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.