Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC reported 182 holdings worth US$1.02B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Insight Wealth Strategies, LLC reported 182 holdings worth US$1.02B as of Jun 30, 2026. Largest: Chevron Corporation, Lam Research Corporation and Apple Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 182
- Value as reported
- US$1.02B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Chevron Corporation | 171K | US$28.4M | 2.8% |
| Lam Research Corporation | 60,806 | US$23.8M | 2.3% |
| Apple Inc | 47,318 | US$13.9M | 1.4% |
| Alphabet Inc (google) Class C | 33,012 | US$11.9M | 1.2% |
| Kla Corporation | 44,075 | US$11.7M | 1.1% |
| Liquidia Corporation | 124K | US$9.84M | 0.96% |
| Digitalocean Holdings, Inc. | 63,882 | US$9.24M | 0.90% |
| Fortinet, Inc. | 58,043 | US$9.23M | 0.90% |
| Comfort Systems Usa, Inc. | 4,636 | US$8.65M | 0.85% |
| Stanley Black & Decker, Inc. | 84,301 | US$7.7M | 0.75% |
| Microsoft Corp. | 20,025 | US$7.7M | 0.75% |
| Home Depot, Inc. (the) | 21,512 | US$7.55M | 0.74% |
| Nvidia Corporation | 37,918 | US$7.49M | 0.73% |
| Amazon.com, Inc. | 30,273 | US$7.32M | 0.72% |
| Biogen Inc. | 34,320 | US$7.2M | 0.70% |
| W.w. Grainger, Inc. | 5,341 | US$7.15M | 0.70% |
| Astrana Health Inc. | 143K | US$7.14M | 0.70% |
| Incyte Corporation | 62,175 | US$7.08M | 0.69% |
| Cencora, Inc. | 24,319 | US$7.01M | 0.69% |
| Applovin Corporation | 12,290 | US$6.94M | 0.68% |
| Teradyne, Inc. | 16,174 | US$6.91M | 0.68% |
| Cdw Corporation | 49,852 | US$6.9M | 0.67% |
| Merck & Company, Inc. | 54,323 | US$6.81M | 0.67% |
| Motorola Solutions, Inc. | 16,225 | US$6.8M | 0.66% |
| Broadcom Inc. | 18,394 | US$6.79M | 0.66% |
| Centene Corporation | 98,403 | US$6.73M | 0.66% |
| Ringcentral, Inc. | 162K | US$6.64M | 0.65% |
| Huntington Ingalls Industries, Inc. | 22,484 | US$6.27M | 0.61% |
| Century Aluminum Company | 143K | US$6.17M | 0.60% |
| Ultra Clean Holdings, Inc. | 47,463 | US$6.15M | 0.60% |
| Illumina, Inc. | 32,967 | US$6.06M | 0.59% |
| Bwx Technologies, Inc. | 31,104 | US$5.95M | 0.58% |
| Cf Industries Holdings, Inc. | 54,832 | US$5.93M | 0.58% |
| Devon Energy Corporation | 146K | US$5.89M | 0.58% |
| Netapp, Inc. | 37,378 | US$5.85M | 0.57% |
| Constellation Energy Corporation | 24,665 | US$5.83M | 0.57% |
| Knowles Corporation | 144K | US$5.82M | 0.57% |
| Qualcomm Incorporated | 30,094 | US$5.47M | 0.54% |
| Regeneron Pharmaceuticals, Inc. | 8,734 | US$5.46M | 0.53% |
| Baker Hughes Company | 101K | US$5.42M | 0.53% |
| Blue Bird Corporation | 63,350 | US$4.93M | 0.48% |
| Advanced Micro Devices Inc | 9,102 | US$4.92M | 0.48% |
| Arrow Electronics, Inc. | 22,863 | US$4.79M | 0.47% |
| Leidos Holdings, Inc. | 42,747 | US$4.41M | 0.43% |
| Jp Morgan Chase & Co. | 11,874 | US$3.97M | 0.39% |
| Interactive Brokers Group, Inc. | 42,061 | US$3.92M | 0.38% |
| Cardinal Health, Inc. | 15,073 | US$3.58M | 0.35% |
| Old Republic International Corporation | 85,627 | US$3.51M | 0.34% |
| Exxon Mobil Corporation | 14,203 | US$1.94M | 0.19% |
| Tesla, Inc. | 2,772 | US$1.18M | 0.12% |
| Visa Inc. | 2,219 | US$779K | 0.08% |
| Tjx Companies, Inc. (the) | 4,594 | US$695K | 0.07% |
| Targa Resources, Inc. | 2,536 | US$654K | 0.06% |
| Meta Platforms, Inc. | 1,065 | US$653K | 0.06% |
| Palantir Technologies Inc. | 4,997 | US$628K | 0.06% |
| Berkshire Hathaway Inc. | 1,159 | US$579K | 0.06% |
| Ies Holdings, Inc. | 739 | US$517K | 0.05% |
| Ge Aerospace | 1,355 | US$508K | 0.05% |
| Netflix, Inc. | 5,860 | US$435K | 0.04% |
| Ge Vernova Inc. | 351 | US$399K | 0.04% |
| Wec Energy Group, Inc. | 3,218 | US$374K | 0.04% |
| American Express Company | 1,029 | US$358K | 0.04% |
| Costco Wholesale Corporation | 383 | US$354K | 0.03% |
| Bank Of America Corporation | 5,799 | US$338K | 0.03% |
| Eli Lilly And Company | 273 | US$325K | 0.03% |
| Cisco Systems, Inc. | 2,615 | US$306K | 0.03% |
| Coca-cola Company (the) | 3,696 | US$300K | 0.03% |
| Mueller Industries, Inc. | 5,044 | US$290K | 0.03% |
| Mckesson Corporation | 374 | US$287K | 0.03% |
| Walmart Inc. | 2,603 | US$283K | 0.03% |
| Ati Inc. | 1,454 | US$279K | 0.03% |
| Caterpillar, Inc. | 264 | US$262K | 0.03% |
| Bio-rad Laboratories, Inc. | 827 | US$246K | 0.02% |
| Texas Instruments Incorporated | 820 | US$245K | 0.02% |
| Waste Management, Inc. | 1,024 | US$229K | 0.02% |
| Lowe's Companies, Inc. | 1,015 | US$225K | 0.02% |
| Johnson & Johnson | 850 | US$216K | 0.02% |
| Pepsico, Inc. | 1,440 | US$203K | 0.02% |
| Richardson Electronics, Ltd. | 10,000 | US$188K | 0.02% |
| The Hartford Insurance Group, Inc. | 0 | US$0 | 0.00% |
| Idexx Laboratories, Inc. | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| Moody's Corporation | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Verisk Analytics, Inc. | 0 | US$0 | 0.00% |
| Vistance Networks, Inc. | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Block, Inc. | 0 | US$0 | 0.00% |
| Cintas Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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