Insight Wealth Strategies, LLC

13F filer · CIK 0001749914

Reported Apr 10, 2026

Net buyer this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions927 new · 5 closed

Net flow last quarter+$5.32MBuys minus sells

Top 10 positions weight16.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 10, 202692 positions
CVXChevron Corp	$36.3M	4.05%	0.01%	-20.3%	Q4 2018
IGLBBimergen Energy Corp	$24.6M	2.75%	Not reported	+4.1%	Q2 2019
VLUEiSHARES TRUST	$22M	2.46%	Not reported	+10350.1%	Q4 2020
LRCXLam Research Corp	$14.8M	1.65%	0.01%	-18.8%	Q2 2019
AAPLApple Inc.	$11.6M	1.29%	0.00%	+0.1%	Q4 2018
CENXCentury Aluminum Co	$8.57M	0.96%	0.15%	-5.2%	Q4 2025
DOCNDigitalOcean Holdings, Inc.	$7.98M	0.89%	0.09%	-2.9%	Q4 2025
KLACKla Corp	$7.68M	0.86%	0.00%	-6.3%	Q1 2024
STXSeagate Technology Holdings plc	$7.63M	0.85%	0.01%	-23.3%	Q4 2024
FIXComfort Systems USA Inc	$7.5M	0.84%	0.02%	-3.3%	Q1 2025
AXPAmerican Express Co	$7M	0.78%	0.00%	+3.6%	Q4 2018
MSFTMicrosoft Corp	$6.9M	0.77%	0.00%	+15.6%	Q4 2018
DVNDevon Energy Corp	$6.86M	0.77%	0.02%	New	Q1 2026
AVGOBroadcom Inc.	$6.18M	0.69%	0.00%	+26.0%	Q1 2019
MRKMerck & Co., Inc.	$6.05M	0.68%	0.00%	-16.3%	Q4 2018
GOOGLAlphabet Inc.	$6.04M	0.67%	0.00%	+0.7%	Q4 2018
MCOMoodys Corp	$5.9M	0.66%	0.01%	+29.2%	Q1 2024
AMZNAmazon Com Inc	$5.87M	0.66%	0.00%	+0.8%	Q4 2018
BKRBaker Hughes Co	$5.85M	0.65%	0.01%	-12.2%	Q3 2025
CDWCDW Corp	$5.78M	0.64%	0.04%	+55.9%	Q1 2024
GWWW.W. Grainger, Inc.	$5.76M	0.64%	0.01%	+4.6%	Q1 2024
WFRDWeatherford International plc	$5.7M	0.64%	0.08%	-2.4%	Q3 2025
MSIMotorola Solutions, Inc.	$5.61M	0.63%	0.01%	+14.8%	Q1 2019
CORCencora, Inc.	$5.55M	0.62%	0.01%	+1.1%	Q2 2021
CEGConstellation Energy Corp	$5.48M	0.61%	0.01%	+24.9%	Q3 2025
ABTAbbott Laboratories	$5.44M	0.61%	0.00%	+39.6%	Q4 2018
BIIBBiogen Inc.	$5.38M	0.60%	0.02%	+1.3%	Q4 2025
LQDALiquidia Corp	$5.37M	0.60%	0.16%	+0.4%	Q4 2025
NVDANvidia Corp	$5.34M	0.60%	0.00%	+3.6%	Q4 2018
REGNRegeneron Pharmaceuticals, Inc.	$5.32M	0.59%	0.01%	-8.2%	Q2 2020
HDHome Depot, Inc.	$5.25M	0.59%	0.00%	+20.6%	Q4 2018
HIIHuntington Ingalls Industries, Inc.	$5.02M	0.56%	0.03%	New	Q1 2026
SWKStanley Black & Decker, Inc.	$4.97M	0.55%	0.05%	+3.1%	Q3 2025
MCKMckesson Corp	$4.95M	0.55%	0.00%	-0.5%	Q1 2024
XPROExpro Ltd	$4.71M	0.53%	Not reported	+1.1%	Q4 2025
VISNVistance Networks, Inc.	$4.51M	0.50%	0.11%	+1.7%	Q4 2025
FTNTFortinet, Inc.	$4.49M	0.50%	0.01%	-2.2%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$4.39M	0.49%	Not reported	+1.3%	Q4 2018
LDOSLeidos Holdings, Inc.	$4.29M	0.48%	0.02%	+1.4%	Q1 2024
VRSKVerisk Analytics, Inc.	$4.07M	0.45%	0.02%	+2.5%	Q2 2025
KRKroger Co	$4.06M	0.45%	0.01%	+2.9%	Q4 2025
XYZBlock, Inc.	$4.03M	0.45%	Not reported	+1.7%	Q4 2024
PLTRPalantir Technologies Inc.	$4.02M	0.45%	0.00%	+1.4%	Q3 2023
CNCCentene Corp	$4M	0.45%	0.02%	+0.5%	Q1 2020
IDXXIdexx Laboratories Inc	$3.81M	0.43%	0.01%	+0.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.81M	0.43%	0.00%	+0.5%	Q2 2019
QCOMQualcomm Inc	$3.8M	0.42%	0.00%	+3.6%	Q2 2019
BLBDBlue Bird Corp	$3.74M	0.42%	0.21%	-0.3%	Q3 2024
ACNAccenture plc	$3.74M	0.42%	0.00%	+3.7%	Q2 2020
GOOGAlphabet Inc.	$3.56M	0.40%	Not reported	+0.5%	Q4 2018

Q4 2025Reported Jan 2, 202690 positions
CVXChevron Corp	$33.5M	3.84%	0.01%	+0.5%	Q4 2018
IGLBBimergen Energy Corp	$24M	2.76%	Not reported	+3.5%	Q2 2019
LRCXLam Research Corp	$14.6M	1.67%	0.01%	-14.2%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13M	1.49%	Not reported	+0.9%	Q3 2024
AAPLApple Inc.	$12.4M	1.42%	0.00%	-2.1%	Q4 2018
AXPAmerican Express Co	$8.26M	0.95%	0.00%	-3.0%	Q4 2018
MSFTMicrosoft Corp	$7.8M	0.89%	0.00%	+2.3%	Q4 2018
STXSeagate Technology Holdings plc	$6.99M	0.80%	0.01%	-3.7%	Q4 2024
KLACKla Corp	$6.76M	0.78%	0.00%	-2.0%	Q1 2024
GOOGLAlphabet Inc.	$6.53M	0.75%	0.00%	-31.9%	Q4 2018
AMZNAmazon Com Inc	$6.45M	0.74%	0.00%	-3.0%	Q4 2018
MRKMerck & Co., Inc.	$6.33M	0.73%	0.00%	+5.0%	Q4 2018
CENXCentury Aluminum Co	$6.04M	0.69%	0.16%	New	Q4 2025
CORCencora, Inc.	$5.9M	0.68%	0.01%	+1.0%	Q2 2021
REGNRegeneron Pharmaceuticals, Inc.	$5.79M	0.66%	0.01%	+3.0%	Q2 2020
CEGConstellation Energy Corp	$5.55M	0.64%	0.01%	+3.3%	Q3 2025
NVDANvidia Corp	$5.51M	0.63%	0.00%	-9.2%	Q4 2018
AVGOBroadcom Inc.	$5.48M	0.63%	0.00%	+3.7%	Q1 2019
MCOMoodys Corp	$5.35M	0.61%	0.01%	+4.1%	Q1 2024
FIXComfort Systems USA Inc	$5.25M	0.60%	0.02%	-27.8%	Q1 2025
BIIBBiogen Inc.	$5.1M	0.58%	0.02%	New	Q4 2025
GWWW.W. Grainger, Inc.	$5.09M	0.58%	0.01%	+1.4%	Q1 2024
SWKStanley Black & Decker, Inc.	$5.04M	0.58%	0.04%	+5.5%	Q3 2025
CNCCentene Corp	$5M	0.57%	0.02%	Not reported	Q1 2020
BKRBaker Hughes Co	$4.97M	0.57%	0.01%	+3.1%	Q3 2025
LDOSLeidos Holdings, Inc.	$4.9M	0.56%	0.02%	-7.8%	Q1 2024
LQDALiquidia Corp	$4.89M	0.56%	0.16%	New	Q4 2025
ACNAccenture plc	$4.88M	0.56%	0.00%	+25.1%	Q2 2020
QCOMQualcomm Inc	$4.87M	0.56%	0.00%	-0.5%	Q2 2019
WFRDWeatherford International plc	$4.83M	0.55%	0.09%	-15.3%	Q3 2025
PLTRPalantir Technologies Inc.	$4.81M	0.55%	0.00%	-24.0%	Q3 2023
ABTAbbott Laboratories	$4.75M	0.54%	0.00%	+3.4%	Q4 2018
MCKMckesson Corp	$4.72M	0.54%	0.00%	-6.9%	Q1 2024
VRSKVerisk Analytics, Inc.	$4.68M	0.54%	0.02%	+49.2%	Q2 2025
DOCNDigitalOcean Holdings, Inc.	$4.61M	0.53%	0.10%	New	Q4 2025
HDHome Depot, Inc.	$4.55M	0.52%	0.00%	+4.7%	Q4 2018
IDXXIdexx Laboratories Inc	$4.55M	0.52%	0.01%	-21.3%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.55M	0.52%	Not reported	+0.7%	Q4 2018
ADPAutomatic Data Processing Inc	$4.49M	0.51%	0.00%	+1.1%	Q4 2018
FTNTFortinet, Inc.	$4.46M	0.51%	0.01%	+30.4%	Q2 2020
VISNVistance Networks, Inc.	$4.42M	0.51%	0.11%	New	Q4 2025
MSIMotorola Solutions, Inc.	$4.31M	0.49%	0.01%	+4.9%	Q1 2019
XYZBlock, Inc.	$4.29M	0.49%	Not reported	+12.4%	Q4 2024
BAHBooz Allen Hamilton Holding Corp	$4.21M	0.48%	0.04%	+3.3%	Q4 2024
INTUIntuit Inc.	$4.21M	0.48%	0.00%	+4.3%	Q2 2025
CDWCDW Corp	$4.17M	0.48%	0.02%	+2.8%	Q1 2024
AMDAdvanced Micro Devices Inc	$3.99M	0.46%	0.00%	-14.1%	Q2 2019
GOOGAlphabet Inc.	$3.87M	0.44%	Not reported	+2.4%	Q4 2018
CTASCintas Corp	$3.65M	0.42%	0.00%	-1.6%	Q2 2024
XPROExpro Ltd	$3.57M	0.41%	Not reported	New	Q4 2025

Q3 2025Reported Oct 6, 202588 positions
CVXChevron Corp	$34M	4.00%	0.01%	+0.6%	Q4 2018
IGLBBimergen Energy Corp	$23.7M	2.80%	Not reported	+3.9%	Q2 2019
LRCXLam Research Corp	$13.3M	1.57%	0.01%	-7.6%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.7M	1.49%	Not reported	-0.2%	Q3 2024
AAPLApple Inc.	$11.9M	1.40%	0.00%	+22.7%	Q4 2018
MSFTMicrosoft Corp	$8.17M	0.96%	0.00%	+0.4%	Q4 2018
AXPAmerican Express Co	$7.64M	0.90%	0.00%	-0.4%	Q4 2018
GOOGLAlphabet Inc.	$7.44M	0.88%	0.00%	-0.5%	Q4 2018
PLTRPalantir Technologies Inc.	$6.5M	0.77%	0.00%	-10.8%	Q3 2023
FIXComfort Systems USA Inc	$6.43M	0.76%	0.02%	-1.6%	Q1 2025
AMZNAmazon Com Inc	$6.33M	0.75%	0.00%	+7.2%	Q4 2018
STXSeagate Technology Holdings plc	$6.22M	0.73%	0.01%	-52.2%	Q4 2024
KLACKla Corp	$6.12M	0.72%	0.00%	-6.7%	Q1 2024
NVDANvidia Corp	$6.07M	0.72%	0.00%	-5.8%	Q4 2018
LDOSLeidos Holdings, Inc.	$5.57M	0.66%	0.02%	+1.6%	Q1 2024
IDXXIdexx Laboratories Inc	$5.46M	0.64%	0.01%	-1.4%	Q4 2021
CORCencora, Inc.	$5.41M	0.64%	0.01%	+14.2%	Q2 2021
JEFJefferies Financial Group Inc.	$5.35M	0.63%	0.04%	-0.5%	Q4 2024
METAMeta Platforms, Inc.	$5.25M	0.62%	Not reported	+3.5%	Q4 2018
BKRBaker Hughes Co	$5.16M	0.61%	0.01%	New	Q3 2025
ORCLOracle Corp	$5.14M	0.61%	0.00%	-3.8%	Q1 2024
HDHome Depot, Inc.	$5.12M	0.60%	0.00%	+1.3%	Q4 2018
ADPAutomatic Data Processing Inc	$5.07M	0.60%	0.00%	+14.2%	Q4 2018
AVGOBroadcom Inc.	$5.04M	0.59%	0.00%	-27.1%	Q1 2019
CEGConstellation Energy Corp	$5.01M	0.59%	0.00%	New	Q3 2025
WFRDWeatherford International plc	$4.98M	0.59%	0.10%	New	Q3 2025
ABTAbbott Laboratories	$4.91M	0.58%	0.00%	Not reported	Q4 2018
MSIMotorola Solutions, Inc.	$4.91M	0.58%	0.01%	+1.5%	Q1 2019
BAHBooz Allen Hamilton Holding Corp	$4.83M	0.57%	0.04%	+24.6%	Q4 2024
MRKMerck & Co., Inc.	$4.8M	0.57%	0.00%	Not reported	Q4 2018
MCOMoodys Corp	$4.79M	0.56%	0.01%	+1.2%	Q1 2024
SWKStanley Black & Decker, Inc.	$4.78M	0.56%	0.04%	New	Q3 2025
MCKMckesson Corp	$4.77M	0.56%	0.01%	+5.4%	Q1 2024
QCOMQualcomm Inc	$4.76M	0.56%	0.00%	Not reported	Q2 2019
CDWCDW Corp	$4.75M	0.56%	0.02%	+13.9%	Q1 2024
GWWW.W. Grainger, Inc.	$4.74M	0.56%	0.01%	+13.4%	Q1 2024
LNGCheniere Energy, Inc.	$4.48M	0.53%	0.01%	+2.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$4.41M	0.52%	Not reported	-0.7%	Q4 2018
PCARPaccar Inc	$4.38M	0.52%	0.01%	+0.9%	Q1 2024
BLBDBlue Bird Corp	$4.35M	0.51%	0.24%	-4.6%	Q3 2024
XYZBlock, Inc.	$4.24M	0.50%	Not reported	-11.4%	Q4 2024
INTUIntuit Inc.	$4.16M	0.49%	0.00%	+85.1%	Q2 2025
REGNRegeneron Pharmaceuticals, Inc.	$4.09M	0.48%	0.01%	Not reported	Q2 2020
CTASCintas Corp	$4.05M	0.48%	0.00%	+0.9%	Q2 2024
DTDynatrace, Inc.	$3.85M	0.45%	0.03%	+3.2%	Q2 2025
PAYOPayoneer Global Inc.	$3.83M	0.45%	0.18%	+0.8%	Q4 2022
FTNTFortinet, Inc.	$3.62M	0.43%	0.01%	+1.8%	Q2 2020
ACNAccenture plc	$3.58M	0.42%	0.00%	+4.3%	Q2 2020
VRSKVerisk Analytics, Inc.	$3.52M	0.42%	0.01%	+13.6%	Q2 2025
AMDAdvanced Micro Devices Inc	$3.51M	0.41%	0.00%	0.0%	Q2 2019

Q2 2025Reported Jul 7, 202591 positions
CVXChevron Corp	$31.7M	4.00%	0.01%	+5.4%	Q4 2018
IGLBBimergen Energy Corp	$22.2M	2.81%	Not reported	+1.1%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.1M	1.53%	Not reported	-1.3%	Q3 2024
LRCXLam Research Corp	$10.4M	1.32%	0.01%	+1.7%	Q2 2019
STXSeagate Technology Holdings plc	$8M	1.01%	0.03%	+30.1%	Q4 2024
AAPLApple Inc.	$7.89M	1.00%	0.00%	+2.5%	Q4 2018
MSFTMicrosoft Corp	$7.73M	0.98%	0.00%	+24.3%	Q4 2018
AXPAmerican Express Co	$7.45M	0.94%	0.00%	-0.2%	Q4 2018
AMZNAmazon Com Inc	$5.93M	0.75%	0.00%	-0.5%	Q4 2018
AVGOBroadcom Inc.	$5.54M	0.70%	0.00%	-16.1%	Q1 2019
KLACKla Corp	$5.47M	0.69%	0.00%	+4.6%	Q1 2024
GOOGLAlphabet Inc.	$5.41M	0.68%	0.00%	+1.3%	Q4 2018
NVDANvidia Corp	$5.29M	0.67%	0.00%	+2.4%	Q4 2018
PLTRPalantir Technologies Inc.	$5.22M	0.66%	0.00%	-5.5%	Q3 2023
MCOMoodys Corp	$5M	0.63%	0.01%	+0.5%	Q1 2024
METAMeta Platforms, Inc.	$4.97M	0.63%	Not reported	+11.8%	Q4 2018
CTVACorteva, Inc.	$4.81M	0.61%	0.01%	New	Q2 2025
CDWCDW Corp	$4.74M	0.60%	0.02%	+27.2%	Q1 2024
SYYSysco Corp	$4.74M	0.60%	0.01%	+0.8%	Q4 2018
IDXXIdexx Laboratories Inc	$4.7M	0.59%	0.01%	-13.3%	Q4 2021
ADPAutomatic Data Processing Inc	$4.69M	0.59%	0.00%	-5.8%	Q4 2018
LDOSLeidos Holdings, Inc.	$4.67M	0.59%	0.02%	+1290.5%	Q1 2024
HDHome Depot, Inc.	$4.66M	0.59%	0.00%	+7.5%	Q4 2018
GWWW.W. Grainger, Inc.	$4.62M	0.58%	0.01%	+0.5%	Q1 2024
RGAReinsurance Group of America Inc	$4.58M	0.58%	0.03%	+1.2%	Q3 2024
JEFJefferies Financial Group Inc.	$4.57M	0.58%	0.04%	+36.7%	Q4 2024
SHWSherwin Williams Co	$4.53M	0.57%	0.01%	+0.9%	Q1 2024
XYZBlock, Inc.	$4.52M	0.57%	Not reported	+1.2%	Q4 2024
MSIMotorola Solutions, Inc.	$4.5M	0.57%	0.01%	+3.6%	Q1 2019
CORCencora, Inc.	$4.47M	0.57%	0.01%	-24.2%	Q2 2021
LNGCheniere Energy, Inc.	$4.41M	0.56%	0.01%	-7.3%	Q4 2024
CTASCintas Corp	$4.38M	0.55%	0.00%	-9.1%	Q2 2024
PCARPaccar Inc	$4.34M	0.55%	0.01%	+11.7%	Q1 2024
FTNTFortinet, Inc.	$4.33M	0.55%	0.01%	-0.2%	Q2 2020
PAYOPayoneer Global Inc.	$4.33M	0.55%	0.17%	+70.4%	Q4 2022
ACGLArch Capital Group Ltd.	$4.27M	0.54%	0.01%	+0.1%	Q3 2023
MCKMckesson Corp	$4.27M	0.54%	0.00%	-25.9%	Q1 2024
ACNAccenture plc	$4.22M	0.53%	0.00%	+27.6%	Q2 2020
DTDynatrace, Inc.	$4.19M	0.53%	0.03%	New	Q2 2025
BAHBooz Allen Hamilton Holding Corp	$4.17M	0.53%	0.03%	+36.3%	Q4 2024
ORCLOracle Corp	$4.16M	0.53%	0.00%	+1.0%	Q1 2024
FIXComfort Systems USA Inc	$4.13M	0.52%	0.02%	+1.1%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$4.12M	0.52%	Not reported	+0.6%	Q4 2018
VRSKVerisk Analytics, Inc.	$3.86M	0.49%	0.01%	New	Q2 2025
GDDYGoDaddy Inc.	$3.78M	0.48%	0.02%	New	Q2 2025
BLBDBlue Bird Corp	$3.5M	0.44%	0.25%	-2.7%	Q3 2024
ICEIntercontinental Exchange, Inc.	$3.4M	0.43%	0.00%	+28.8%	Q1 2024
JPMJPMorgan Chase & Co	$3.08M	0.39%	0.00%	-11.9%	Q4 2018
AMDAdvanced Micro Devices Inc	$2.95M	0.37%	0.00%	0.0%	Q2 2019
SMSM Energy Co	$2.8M	0.35%	0.09%	+30.8%	Q4 2022

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