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Insight Wealth Strategies, LLC

CIK:0001749914
Investment Adviser
$849M AUM
171 holdings
San Ramon, CA, USA
Founded:2018
2 employees
Latest filing:Sep 30, 2025

Insight Wealth Strategies, LLC is a financial planning firm that provides investment advisory services to individuals and other types of clients. They operate on a fee-only model and pride themselves on being fiduciaries who act in the best interest of their clients.

Latest 13F Filing Activity

Insight Wealth Strategies, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 168 equity positions with a total 13F market value of $849M. The fund increased holdings in Dimensional Etf Trust, Invesco Exch Traded FD TR II, Simplify Exchange Traded Fun among other positions. Insight Wealth Strategies, LLC reduced exposure to Ishares TR, First TR Exchange-traded FD, Ishares TR among others.

Top Buys
D
DFIPDIMENSIONAL ETF TRUST
+$19.0M
I
IDMOINVESCO EXCH TRADED FD TR II
+$16.6M
C
CDXSIMPLIFY EXCHANGE TRADED FUN
+$11.8M
X
XLVSELECT SECTOR SPDR TR
+$11.7M
I
IEMGISHARES INC
+$7.3M
Top Sells
I
ICVTISHARES TR
-$21.9M
F
FDNFIRST TR EXCHANGE-TRADED FD
-$11.8M
Q
QUALISHARES TR
-$7.6M
B
BKLNINVESCO EXCH TRADED FD TR II
-$6.6M
H
HEZUISHARES TR
-$6.2M

Top Holdings

C
CVXCHEVRON CORP NEW
+4.0%$34.0M
V
VCLTVANGUARD SCOTTSDALE FDS
+3.6%$30.4M
P
PFFISHARES TR
+3.4%$28.5M
T
TLTISHARES TR
+3.3%$28.1M
S
SPMOINVESCO EXCH TRADED FD TR II
+3.1%$26.6M

Equity Positions (168)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CHEVRON CORP NEW4.00%$34.0M218,809$118.89$155.29+$2.3M
VANGUARD SCOTTSDALE FDS3.58%$30.4M390,926$80.56$77.65+$1.5M
ISHARES TR3.36%$28.5M901,080$32.51$31.62+$1.4M
ISHARES TR3.31%$28.1M314,160$96.46$89.37+$1.3M
INVESCO EXCH TRADED FD TR II3.13%$26.6M219,768$92.53$121.06+$2.1M

Industry Allocation

PETROLEUM REFINING
+4.2%
SERVICES-PREPACKAGED SOFTWARE
+3.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.2%
SEMICONDUCTORS & RELATED DEVICES
+1.8%
PHARMACEUTICAL PREPARATIONS
+1.6%