Insight Wealth Strategies, LLC
Q3 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
171
- Value ($000)
$848,748
- Date Filed 10/06/2025
- Form type13F-HR
- CIK 0001749914
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
C CHEVRON CORP NEW | COM | 166764100 | $33.98M | 4 % | 218,809 | ||
V VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $30.36M | 4 % | 390,926 | ||
P ISHARES TR | PFD AND INCM SEC | 464288687 | $28.49M | 3 % | 901,080 | ||
T ISHARES TR | 20 YR TR BD ETF | 464287432 | $28.08M | 3 % | 314,160 | ||
S INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $26.61M | 3 % | 219,768 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $26.30M | 3 % | 444,312 | ||
G GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $26.21M | 3 % | 637,569 | ||
I ISHARES TR | 10+ YR INVST GRD | 464289511 | $23.74M | 3 % | 460,559 | ||
T T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | $23.53M | 3 % | 457,209 | ||
H ISHARES TR | HIGH YLD SYSTM B | 46435G250 | $23.06M | 3 % | 481,910 |
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