1y return+21.8%S&P 500 +20.9%
3y return+43.9%S&P 500 +68.5%
5y return+35.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $183 against $299 in the S&P 500.2
Insight Wealth Strategies, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PAAAPgim Etf Tr | $33.6M | 3.3% | +3395.2% |
| SPMOInvesco Exch Traded Fd Tr II | $33.5M | 3.3% | +14.6% |
| DYNFBlackrock Etf Trust | $33.1M | 3.2% | +3.2% |
| VCLTVanguard Scottsdale Fds | $31.4M | 3.1% | +16.2% |
| VLUEIshares Tr | $29.6M | 2.9% | −2.2% |
| CVXChevron Corporation | $28.4M | 2.8% | −2.2% |
| FLTRVaneck Etf Trust | $28.2M | 2.8% | New |
| TFLRT Rowe Price Exchange-traded | $28.1M | 2.7% | +102.2% |
| LVHILegg Mason Etf Invt | $27.4M | 2.7% | +8.5% |
| TLTIshares Tr | $27.1M | 2.6% | +990.3% |
| LRCXLam Research Corp | $23.8M | 2.3% | −12.1% |
| VPLSVanguard Malvern Fds | $23.3M | 2.3% | −12.1% |
| IDMOInvesco Exch Traded Fd Tr II | $23.1M | 2.3% | +4.7% |
| VRPInvesco Exch Traded Fd Tr II | $22.7M | 2.2% | New |
| GARPIshares Tr | $20.9M | 2.0% | New |
| FNDFSchwab Strategic Tr | $20.0M | 2.0% | New |
| KRESpdr Series Trust | $18.8M | 1.8% | New |
| STIPIshares Tr | $18.7M | 1.8% | +55.7% |
| IEMGIshares Inc | $17.1M | 1.7% | +14.6% |
| CDXSimplify Exchange Traded Fun | $16.0M | 1.6% | +12.4% |
| AVUVAmerican Centy Etf Tr | $15.7M | 1.5% | +1.5% |
| XMMOInvesco Exchange Traded Fd T | $15.5M | 1.5% | +1.1% |
| AAPLApple Inc | $13.9M | 1.4% | +3.7% |
| XLKSelect Sector Spdr Tr | $13.5M | 1.3% | |
| IHEIshares Tr | $12.1M | 1.2% | +3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $7.5M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2024 | +1018.1% | $9.0M |
| FIXComfort Sys Usa Inc | March 31, 2025 | +514.9% | $8.6M |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $23.8M |
| FTNTFortinet Inc | June 30, 2020 | +459.6% | $9.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $7.4M |
| DOCNDigitalocean Hldgs Inc | December 31, 2025 | +226.3% | $9.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $13.9M |
| LQDALiquidia Corporation | December 31, 2025 | +131.2% | $9.8M |
| CVXChevron Corporation | June 30, 2020 | +85.8% | $28.4M |
Sold off last quarter
- IGLBIshares Tr was $24.6M
- JMBSJanus Detroit Str Tr was $20.5M
- PGHYInvesco Exch Traded Fd Tr II was $16.1M
- TUASimplify Exchange Traded Fun was $14.1M
- XLVSelect Sector Spdr Tr was $12.6M
- JBBBJanus Detroit Str Tr was $8.1M
- MCOMoodys Corp was $5.9M
- ABTAbbott Laboratories was $5.4M
- Expro Group Holdings NvCUSIP N3144W105 was $4.7M
- VISNVistance Networks Inc was $4.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | +1.4% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +7.1% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Insight Wealth Strategies, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1749914&type=13F-HR&dateb=&owner=include&count=40CIK 1749914
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1749914/000174991426000005/Filed July 10, 2026 · accession 0001749914-26-000005