Insight Wealth Strategies, LLC
Long book
$895.7M
Q1 2026
Positions
177
Top-10 weight
30%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsInsight Wealth Strategies, LLC is a wealth-management firm allocating client money, running a $895.7M US long book across 177 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: CHEVRON CORP, GOLDMAN SACHS ACTIVEBETA INT, ISHRS US E F R A ETF-USD INC, ISHR IBX USD INVGD CB ETF-UI, VANGUARD LONG-TERM CORP BOND.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.6%
Q2 2024
+5.7%
Q3 2024
-1.8%
Q4 2024
+0.3%
Q1 2025
+6.4%
Q2 2025
+6.0%
Q3 2025
+2.0%
Q4 2025
+1.4%
Q1 2026
+11.0%
Sector allocation
Technology 26%
Industrials 16%
Energy 15%
Consumer discretionary 13%
Healthcare 8%
Other 7%
Financials 7%
Services media 4%
Long book by quarter
What does Insight Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CVX CHEVRON CORP | Energy | 175.2K | $36.3M | 4.0% | -20.3% |
| LRCX LAM RESEARCH CORP | Industrials | 69.2K | $14.8M | 1.6% | -18.8% |
| AAPL APPLE INC | Technology | 45.6K | $11.6M | 1.3% | +0.1% |
| CENX CENTURY ALUMINUM COMPANY | Industrials | 146.0K | $8.6M | 1.0% | -5.2% |
| DOCN DIGITALOCEAN HOLDINGS INC | Technology | 93.0K | $8.0M | 0.9% | -2.9% |
| KLAC KLA CORP | Other | 5.2K | $7.7M | 0.9% | -6.3% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 19.5K | $7.6M | 0.9% | -23.3% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 5.4K | $7.5M | 0.8% | -3.3% |
| AXP AMERICAN EXPRESS CO | Financials | 23.1K | $7.0M | 0.8% | +3.6% |
| MSFT MICROSOFT CORP | Technology | 18.6K | $6.9M | 0.8% | +15.6% |
| DVN DEVON ENERGY CORP | Energy | 136.4K | $6.9M | 0.8% | New |
| AVGO BROADCOM INC | Technology | 20.0K | $6.2M | 0.7% | +26.0% |
| MRK MERCK & CO. INC. | Healthcare | 50.3K | $6.0M | 0.7% | -16.3% |
| GOOGL ALPHABET INC-CL A | Technology | 21.0K | $6.0M | 0.7% | +0.7% |
| MCO MOODY'S CORP | Services media | 13.5K | $5.9M | 0.7% | +29.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 28.2K | $5.9M | 0.7% | +0.8% |
| BKR BAKER HUGHES CO | Industrials | 95.9K | $5.9M | 0.7% | -12.2% |
| CDW CDW CORP/DE | Consumer discretionary | 47.7K | $5.8M | 0.6% | +55.9% |
| GWW WW GRAINGER INC | Consumer discretionary | 5.3K | $5.8M | 0.6% | +4.6% |
| 0WE WEATHERFORD INTERNATIONAL PL | — | 60.2K | $5.7M | 0.6% | -2.4% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 12.9K | $5.6M | 0.6% | +14.8% |
| COR CENCORA INC | Consumer discretionary | 17.7K | $5.6M | 0.6% | +1.1% |
| CEG CONSTELLATION ENERGY | Utilities | 19.6K | $5.5M | 0.6% | +24.9% |
| ABT ABBOTT LABORATORIES | Healthcare | 52.9K | $5.4M | 0.6% | +39.6% |
| BIIB BIOGEN INC | Healthcare | 29.3K | $5.4M | 0.6% | +1.3% |
| LQDA LIQUIDIA CORP | Healthcare | 142.4K | $5.4M | 0.6% | +0.4% |
| NVDA NVIDIA CORP | Technology | 30.6K | $5.3M | 0.6% | +3.6% |
| REGN REGENERON PHARMACEUTICALS | Healthcare | 6.9K | $5.3M | 0.6% | -8.2% |
| HD HOME DEPOT INC | Consumer discretionary | 16.0K | $5.3M | 0.6% | +20.6% |
| HII HUNTINGTON INGALLS INDUSTRIE | Industrials | 13.2K | $5.0M | 0.6% | New |
| SWK STANLEY BLACK & DECKER INC | Industrials | 69.9K | $5.0M | 0.6% | +3.1% |
| MCK MCKESSON CORP | Consumer discretionary | 5.7K | $5.0M | 0.6% | -0.5% |
| XPRO EXPRO GROUP HOLDINGS NV | Energy | 270.4K | $4.7M | 0.5% | +1.1% |
| VISN VISTANCE NETWORKS INC | Technology | 247.6K | $4.5M | 0.5% | +1.7% |
| FTNT FORTINET INC | Technology | 54.9K | $4.5M | 0.5% | -2.2% |
| LDOS LEIDOS HOLDINGS INC | Technology | 27.6K | $4.3M | 0.5% | +1.4% |
| VRSK VERISK ANALYTICS INC | Technology | 21.4K | $4.1M | 0.5% | +2.5% |
| KR KROGER CO | Consumer discretionary | 56.1K | $4.1M | 0.5% | +2.9% |
| XYZ BLOCK INC | Technology | 67.0K | $4.0M | 0.5% | +1.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 27.5K | $4.0M | 0.4% | +1.4% |
| CNC CENTENE CORP | Financials | 122.1K | $4.0M | 0.4% | +0.5% |
| IDXX IDEXX LABORATORIES INC | Materials | 6.8K | $3.8M | 0.4% | +0.9% |
| AMD ADVANCED MICRO DEVICES | Technology | 18.7K | $3.8M | 0.4% | +0.5% |
| QCOM QUALCOMM INC | Technology | 29.5K | $3.8M | 0.4% | +3.6% |
| BLBD BLUE BIRD CORP | Industrials | 65.8K | $3.7M | 0.4% | -0.3% |
| ACN ACCENTURE PLC-CL A | Services media | 18.8K | $3.7M | 0.4% | +3.7% |
| GOOG ALPHABET INC-CL C | Technology | 12.4K | $3.6M | 0.4% | +0.5% |
| ASTH ASTRANA HEALTH INC | Services media | 143.3K | $3.5M | 0.4% | +1.2% |
| JPM JPMORGAN CHASE & CO | Financials | 11.5K | $3.4M | 0.4% | +5.6% |
| CTAS CINTAS CORP | Other | 19.4K | $3.3M | 0.4% | +0.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 10, 2026 | 177 | $895.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 2, 2026 | 171 | $872.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 6, 2025 | 171 | $848.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 171 | $791.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 3, 2025 | 158 | $742.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 6, 2025 | 152 | $745.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 159 | $759.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 8, 2024 | 157 | $702.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 5, 2024 | 159 | $681.2M | canonical | SEC ↗ |