Insight Wealth Strategies, LLC
Q4 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
171
- Value ($000)
$872,145
- Date Filed01/02/2026
- Form type13F-HR
- CIK0001749914
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CHEVRON CORP NEW | COM | 166764100 | $33.51M | 4 % | 219,858 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $30.48M | 4 % | 276,655 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $30.24M | 4 % | 398,650 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | $27.97M | 3 % | 320,946 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $27.9M | 3 % | 649,776 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $27.5M | 3 % | 452,161 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $26.68M | 3 % | 223,586 | ||
T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | $24.85M | 3 % | 483,518 | ||
ISHARES TR | 10+ YR INVST GRD | 464289511 | $24.04M | 3 % | 476,471 | ||
LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $21.91M | 3 % | 595,158 |
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