Institutional Investor · CIK 0001749914
INSIGHT WEALTH STRATEGIES, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
186
Total Value
$1.06B
Total Shares
12.64M
Latest Filing
Jul 10, 2026
CIK
0001749914
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
PGIM AAA CLO ETF(PAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 655,982 | $33.65M | 0.2997% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 215,430 | $33.46M | 0.2080% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 489,757 | $33.06M | 0.0855% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 420,326 | $31.38M | 0.3006% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 171,403 | $28.40M | 0.0086% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 171,403 | $28.40M | 0.0086% | SH | — | View |
VanEck IG Floating Rate…(FLTR) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 1,105,715 | $28.23M | 0.9992% | SH | — | View |
T. Rowe Price Floating…(TFLR) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 557,681 | $28.10M | 4.3219% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 316,959 | $27.11M | 0.0627% | SH | — | View | |
Lam Research Corporation(LRCX) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 60,806 | $23.79M | 0.0049% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 60,806 | $23.79M | 0.0047% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 301,707 | $23.28M | 2.8360% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 385,732 | $23.10M | 0.5660% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 930,732 | $22.65M | 0.7563% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 383,655 | $20.01M | 0.0868% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 247,026 | $18.82M | 0.4879% | SH | — | View | |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 184,565 | $18.67M | 0.1168% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 212,673 | $17.15M | 0.0104% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 764,328 | $16.01M | 4.0206% | SH | — | View | |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 126,289 | $15.70M | 0.0544% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 93,115 | $15.46M | 0.1812% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 47,318 | $13.93M | 0.0003% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 47,318 | $13.93M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 72,545 | $13.47M | 0.0111% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 122,642 | $12.05M | 1.0837% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 251,772 | $11.78M | 3.9650% | SH | — | View | |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 44,075 | $11.73M | 0.0034% | SH | — | View |
KLA Corporation(KLAC) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 44,075 | $11.73M | 0.0034% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 376,670 | $11.39M | 45.7710% | SH | — | View | |
Liquidia Corporation(LQDA) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-10 | 124,067 | $9.84M | 0.1395% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 63,882 | $9.24M | 0.0546% | SH | — | View | |
Fortinet, Inc.(FTNT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 58,043 | $9.23M | 0.0079% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 9,799 | $8.97M | 0.0044% | SH | — | View | |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-10 | 4,636 | $8.65M | 0.0132% | SH | — | View | |
| Industrials | Manufacturing - Tools & Accessories | 2026-06-30 | 2026-07-10 | 84,301 | $7.70M | 0.0558% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 20,025 | $7.70M | 0.0003% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 21,512 | $7.55M | 0.0022% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 21,512 | $7.55M | 0.0022% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 37,918 | $7.49M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 37,918 | $7.49M | 0.0002% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 20,481 | $7.40M | 0.0002% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 30,273 | $7.32M | 0.0003% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 30,273 | $7.32M | 0.0003% | SH | — | View |
Biogen Inc.(BIIB) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 34,320 | $7.20M | 0.0232% | SH | — | View |
Biogen Inc.(IDP.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 34,320 | $7.20M | 0.0232% | SH | — | View |
W.W. Grainger, Inc.(GWW) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-10 | 5,341 | $7.15M | 0.0113% | SH | — | View |
Astrana Health, Inc.(ASTH) | Healthcare | Medical - Care Facilities | 2026-06-30 | 2026-07-10 | 143,289 | $7.14M | 0.2890% | SH | — | View |
Incyte Corporation(INCY) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 62,175 | $7.08M | 0.0307% | SH | — | View |
| Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-10 | 24,319 | $7.01M | 0.0121% | SH | — | View | |
Cencora, Inc.(COR) | Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-10 | 24,319 | $7.01M | 0.0125% | SH | — | View |
AppLovin Corporation(APP) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 12,290 | $6.94M | 0.0037% | SH | — | View |
Popular, Inc.(BPOP) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 41,032 | $6.91M | 0.0642% | SH | — | View |
Teradyne, Inc.(TER) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 16,174 | $6.91M | 0.0103% | SH | — | View |
CDW Corporation(CDW) | Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 49,852 | $6.90M | 0.0390% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 54,323 | $6.81M | 0.0022% | SH | — | View |
Motorola Solutions, Inc.(MTLA.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 16,225 | $6.80M | 0.0098% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 18,394 | $6.79M | 0.0004% | SH | — | View |
Centene Corp.(CNC) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 98,403 | $6.73M | 0.0199% | SH | — | View |
RingCentral, Inc.(RNG) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 161,892 | $6.64M | 0.1877% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 22,484 | $6.27M | 0.0571% | SH | — | View | |
Century Aluminum Company(CENX) | Basic Materials | Aluminum | 2026-06-30 | 2026-07-10 | 143,472 | $6.17M | 0.1450% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 47,463 | $6.15M | 0.1059% | SH | — | View | |
Illumina, Inc.(ILU.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 32,967 | $6.06M | 0.0218% | SH | — | View |
Illumina, Inc.(ILMN) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 32,967 | $6.06M | 0.0218% | SH | — | View |
BWX Technologies, Inc.(BWXT) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 31,104 | $5.95M | 0.0340% | SH | — | View |
| Basic Materials | Agricultural Inputs | 2026-06-30 | 2026-07-10 | 54,832 | $5.93M | 0.0357% | SH | — | View | |
| Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-10 | 146,318 | $5.89M | 0.0133% | SH | — | View | |
NetApp, Inc.(NTA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 37,378 | $5.85M | 0.0190% | SH | — | View |
| Utilities | Independent Power Producers | 2026-06-30 | 2026-07-10 | 24,665 | $5.83M | 0.0069% | SH | — | View | |
| Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 143,628 | $5.82M | 0.1682% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 30,094 | $5.47M | 0.0029% | SH | — | View |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 8,734 | $5.46M | 0.0085% | SH | — | View | |
Baker Hughes Company(BKR) | Energy | Oil & Gas Equipment & Services | 2026-06-30 | 2026-07-10 | 100,692 | $5.42M | 0.0101% | SH | — | View |
| Energy | Oil & Gas Equipment & Services | 2026-06-30 | 2026-07-10 | 64,018 | $5.13M | 0.0893% | SH | — | View | |
Blue Bird Corporation(BLBD) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 63,350 | $4.93M | 0.2002% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 9,102 | $4.92M | 0.0006% | SH | — | View |
| Technology | Technology Distributors | 2026-06-30 | 2026-07-10 | 22,863 | $4.79M | 0.0447% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,414 | $4.78M | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 43,566 | $4.73M | 0.0140% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 154,475 | $4.71M | 0.0357% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 12,674 | $4.54M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 42,067 | $4.52M | 0.0097% | SH | — | View | |
iShares MBS ETF(MBB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 47,915 | $4.50M | 0.0112% | SH | — | View |
Leidos Holdings, Inc.(LDOS) | Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 42,747 | $4.41M | 0.0340% | SH | — | View |
Flex Ltd.(FLEX) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 28,141 | $4.32M | 0.0076% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 84,138 | $4.25M | 0.0086% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 11,874 | $3.97M | 0.0004% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 11,874 | $3.97M | 0.0004% | SH | — | View |
| Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 42,061 | $3.92M | 0.0094% | SH | — | View | |
| Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-10 | 15,073 | $3.58M | 0.0064% | SH | — | View | |
| Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 85,627 | $3.51M | 0.0352% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 35,047 | $3.30M | 0.0069% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 62,310 | $2.83M | 0.0505% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,707 | $2.69M | 0.3805% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,707 | $2.69M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 39,051 | $2.30M | 0.1671% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 14,203 | $1.94M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,381 | $1.78M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 27,942 | $1.44M | 0.0685% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 13,883 | $1.43M | 0.0019% | SH | — | View |
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