Holdings
Insight Wealth Strategies, LLC
As of Sep 30, 2026, Insight Wealth Strategies, LLC reported 79 positions worth US$366M. Largest: Chevron Corporation, Lam Research Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Chevron Corporation | 162K | US$33.1M | −9,446 | Sep 30, 2026 |
| Lam Research Corporation | 61,398 | US$20.2M | +592 | Sep 30, 2026 |
| Apple Inc | 47,432 | US$15.8M | +114 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 33,288 | US$11.4M | +276 | Sep 30, 2026 |
| Microsoft Corp. | 19,681 | US$10.1M | −344 | Sep 30, 2026 |
| Kla Corporation | 44,707 | US$8.71M | +632 | Sep 30, 2026 |
| Nvidia Corporation | 38,063 | US$8.69M | +145 | Sep 30, 2026 |
| Fortinet, Inc. | 44,762 | US$8M | −13,281 | Sep 30, 2026 |
| Netapp, Inc. | 37,957 | US$7.97M | +579 | Sep 30, 2026 |
| Merck & Company, Inc. | 54,318 | US$7.89M | −5 | Sep 30, 2026 |