Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC reported 194 holdings worth US$1.01B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Insight Wealth Strategies, LLC reported 194 holdings worth US$1.01B as of Sep 30, 2026. Largest: Chevron Corporation, Lam Research Corporation and Apple Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 194
- Value as reported
- US$1.01B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Chevron Corporation | 162K | US$33.1M | 3.3% |
| Lam Research Corporation | 61,398 | US$20.2M | 2.0% |
| Apple Inc | 47,432 | US$15.8M | 1.6% |
| Alphabet Inc (google) Class C | 33,288 | US$11.4M | 1.1% |
| Microsoft Corp. | 19,681 | US$10.1M | 1.00% |
| Kla Corporation | 44,707 | US$8.71M | 0.86% |
| Nvidia Corporation | 38,063 | US$8.69M | 0.86% |
| Fortinet, Inc. | 44,762 | US$8M | 0.79% |
| Netapp, Inc. | 37,957 | US$7.97M | 0.79% |
| Merck & Company, Inc. | 54,318 | US$7.89M | 0.78% |
| Biogen Inc. | 34,161 | US$7.72M | 0.76% |
| Incyte Corporation | 63,207 | US$7.67M | 0.76% |
| Amazon.com, Inc. | 30,014 | US$7.48M | 0.74% |
| Stanley Black & Decker, Inc. | 83,399 | US$7.39M | 0.73% |
| Cencora, Inc. | 24,223 | US$7.27M | 0.72% |
| Motorola Solutions, Inc. | 16,275 | US$7.26M | 0.72% |
| Devon Energy Corporation | 149K | US$6.87M | 0.68% |
| Comfort Systems Usa, Inc. | 4,074 | US$6.74M | 0.67% |
| W.w. Grainger, Inc. | 5,396 | US$6.72M | 0.66% |
| Illumina, Inc. | 24,488 | US$6.7M | 0.66% |
| Teradyne, Inc. | 16,658 | US$6.68M | 0.66% |
| Century Aluminum Company | 185K | US$6.67M | 0.66% |
| Broadcom Inc. | 18,789 | US$6.6M | 0.65% |
| Regeneron Pharmaceuticals, Inc. | 8,617 | US$6.53M | 0.65% |
| Cdw Corporation | 50,391 | US$6.46M | 0.64% |
| Qualcomm Incorporated | 35,045 | US$6.45M | 0.64% |
| Cf Industries Holdings, Inc. | 55,706 | US$6.42M | 0.63% |
| Constellation Energy Corporation | 24,974 | US$6.34M | 0.63% |
| Lyft, Inc. | 415K | US$6.22M | 0.62% |
| Home Depot, Inc. (the) | 21,838 | US$6.21M | 0.61% |
| Huntington Ingalls Industries, Inc. | 22,969 | US$6.13M | 0.61% |
| Centene Corporation | 98,531 | US$6.12M | 0.61% |
| Ziff Davis, Inc. | 103K | US$5.81M | 0.58% |
| Travere Therapeutics, Inc. | 96,677 | US$5.69M | 0.56% |
| Baker Hughes Company | 103K | US$5.67M | 0.56% |
| Advanced Micro Devices Inc | 9,142 | US$5.59M | 0.55% |
| Arrow Electronics, Inc. | 23,302 | US$5.29M | 0.52% |
| Bwx Technologies, Inc. | 37,565 | US$5.15M | 0.51% |
| Astrana Health Inc. | 140K | US$4.97M | 0.49% |
| Pinterest, Inc. | 259K | US$4.9M | 0.48% |
| Vse Corporation | 26,100 | US$4.3M | 0.43% |
| Ultra Clean Holdings, Inc. | 51,199 | US$4.15M | 0.41% |
| Jp Morgan Chase & Co. | 12,007 | US$3.97M | 0.39% |
| Interactive Brokers Group, Inc. | 42,035 | US$3.59M | 0.36% |
| Blue Bird Corporation | 64,335 | US$3.57M | 0.35% |
| Cardinal Health, Inc. | 15,258 | US$3.39M | 0.34% |
| Liquidia Corporation | 107K | US$3.25M | 0.32% |
| Old Republic International Corporation | 86,825 | US$3.24M | 0.32% |
| Tesla, Inc. | 2,794 | US$991K | 0.10% |
| Palantir Technologies Inc. | 4,871 | US$911K | 0.09% |
| Meta Platforms, Inc. | 1,139 | US$826K | 0.08% |
| Visa Inc. | 2,253 | US$810K | 0.08% |
| Targa Resources, Inc. | 2,552 | US$690K | 0.07% |
| Tjx Companies, Inc. (the) | 4,608 | US$610K | 0.06% |
| Berkshire Hathaway Inc. | 1,194 | US$595K | 0.06% |
| Ies Holdings, Inc. | 1,478 | US$475K | 0.05% |
| Digitalocean Holdings, Inc. | 3,280 | US$438K | 0.04% |
| Ge Aerospace | 1,379 | US$431K | 0.04% |
| Ringcentral, Inc. | 5,750 | US$430K | 0.04% |
| Netflix, Inc. | 6,026 | US$419K | 0.04% |
| Ge Vernova Inc. | 358 | US$340K | 0.03% |
| Eli Lilly And Company | 290 | US$336K | 0.03% |
| Coca-cola Company (the) | 3,896 | US$335K | 0.03% |
| Wec Energy Group, Inc. | 3,267 | US$329K | 0.03% |
| Mckesson Corporation | 367 | US$313K | 0.03% |
| Mueller Industries, Inc. | 5,053 | US$306K | 0.03% |
| Bio-rad Laboratories, Inc. | 766 | US$289K | 0.03% |
| Costco Wholesale Corporation | 307 | US$279K | 0.03% |
| Ati Inc. | 1,455 | US$276K | 0.03% |
| Leidos Holdings, Inc. | 2,157 | US$263K | 0.03% |
| Cisco Systems, Inc. | 2,428 | US$261K | 0.03% |
| American Express Company | 851 | US$259K | 0.03% |
| Bank Of America Corporation | 4,665 | US$254K | 0.03% |
| Johnson & Johnson | 925 | US$245K | 0.02% |
| Shell Plc | 2,549 | US$242K | 0.02% |
| Walmart Inc. | 2,243 | US$233K | 0.02% |
| Caterpillar, Inc. | 280 | US$227K | 0.02% |
| Texas Instruments Incorporated | 714 | US$200K | 0.02% |
| Richardson Electronics, Ltd. | 10,000 | US$177K | 0.02% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Knowles Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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