Insight Wealth Strategies, LLC reported 87 positions worth $395.05M for the quarter ended Sep 30, 2026, down 2.6% on the prior quarter. It opened 7 new positions, added to 49, trimmed 28 and exited 6. Its largest holding is Chevron Corp at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LYFT Lyft, Inc. | +414.7K | – | $6.22M | 1.58% |
| ZD Ziff Davis, Inc. | +102.6K | – | $5.81M | 1.47% |
| TVTX Travere Therapeutics, Inc. | +96.7K | – | $5.69M | 1.44% |
| PINS Pinterest, Inc. | +259.4K | – | $4.90M | 1.24% |
| PGY Pagaya Technologies Ltd. | +256.2K | – | $4.44M | 1.12% |
| VSEC Vse Corp | +26.1K | – | $4.30M | 1.09% |
| FLEX Flex Ltd. | +23.9K | +84.8% | $2.63M | 1.45% |
| CENX Century Aluminum Co | +41.9K | +29.2% | $1.51M | 1.69% |
| QCOM Qualcomm Inc | +4,951 | +16.5% | $911.18K | 1.63% |
| BWXT BWX Technologies, Inc. | +6,461 | +20.8% | $885.17K | 1.3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RNG RingCentral, Inc. | -156.1K | -96.4% | $11.66M | 0.109% |
| DOCN DigitalOcean Holdings, Inc. | -60.6K | -94.9% | $8.08M | 0.111% |
| APP AppLovin Corp | -12.3K | -100.0% | $6.94M | Exited |
| KN Knowles Corp | -143.6K | -100.0% | $5.82M | Exited |
| WFRD Weatherford International plc | -64.0K | -100.0% | $5.13M | Exited |
| LDOS Leidos Holdings, Inc. | -40.6K | -95.0% | $4.94M | 0.067% |
| FTNT Fortinet, Inc. | -13.3K | -22.9% | $2.37M | 2.03% |
| ILMN Illumina, Inc. | -8,479 | -25.7% | $2.32M | 1.7% |
| CVX Chevron Corp | -9,446 | -5.5% | $1.93M | 8.37% |
| FIX Comfort Systems Usa Inc | -562 | -12.1% | $929.56K | 1.71% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LYFT Lyft, Inc. | +414.7K | $6.22M | 1.58% |
| ZD Ziff Davis, Inc. | +102.6K | $5.81M | 1.47% |
| TVTX Travere Therapeutics, Inc. | +96.7K | $5.69M | 1.44% |
| PINS Pinterest, Inc. | +259.4K | $4.90M | 1.24% |
| PGY Pagaya Technologies Ltd. | +256.2K | $4.44M | 1.12% |
| VSEC Vse Corp | +26.1K | $4.30M | 1.09% |
| SHEL Shell plc | +2,549 | $242.30K | 0.061% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| APP AppLovin Corp | -12.3K | $6.94M | 1.71% |
| KN Knowles Corp | -143.6K | $5.82M | 1.43% |
| WFRD Weatherford International plc | -64.0K | $5.13M | 1.27% |
| WM Waste Management Inc | -1,024 | $229.46K | 0.057% |
| LOW Lowes Companies Inc | -1,015 | $225.35K | 0.056% |
| PEP Pepsico Inc | -1,440 | $203.27K | 0.05% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CVX Chevron Corp | Energy | 162.0K | $33.07M | 8.37% | -9,446 | -5.5% | Reduced | 0.01% |
| 2 | LRCX Lam Research Corp | Technology | 61.4K | $20.17M | 5.11% | +592 | +1.0% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 47.4K | $15.80M | 4% | +114 | +0.2% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 19.7K | $10.09M | 2.56% | -344 | -1.7% | Reduced | 0% |
| 5 | STX Seagate Technology Holdings plc | Technology | 9,937 | $9.17M | 2.32% | +138 | +1.4% | Added | 0% |
| 6 | KLAC Kla Corp | Technology | 44.7K | $8.71M | 2.21% | +632 | +1.4% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 38.1K | $8.69M | 2.2% | +145 | +0.4% | Added | 0% |
| 8 | FTNT Fortinet, Inc. | Technology | 44.8K | $8.00M | 2.03% | -13.3K | -22.9% | Reduced | 0.01% |
| 9 | NTAP NetApp, Inc. | Technology | 38.0K | $7.97M | 2.02% | +579 | +1.5% | Added | 0.02% |
| 10 | MRK Merck & Co., Inc. | Healthcare | 54.3K | $7.89M | 2% | -5 | 0.0% | Reduced | 0% |
| 11 | BIIB Biogen Inc. | Healthcare | 34.2K | $7.72M | 1.95% | -159 | -0.5% | Reduced | 0.02% |
| 12 | INCY Incyte Corp | Healthcare | 63.2K | $7.67M | 1.94% | +1,032 | +1.7% | Added | 0.03% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 30.0K | $7.48M | 1.89% | -259 | -0.9% | Reduced | 0% |
| 14 | SWK Stanley Black & Decker, Inc. | Industrials | 83.4K | $7.39M | 1.87% | -902 | -1.1% | Reduced | 0.06% |
| 15 | COR Cencora, Inc. | Healthcare | 24.2K | $7.27M | 1.84% | -96 | -0.4% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Insight Wealth Strategies.
As of its Q3 2026 13F filing, Insight Wealth Strategies, LLC’s five largest positions were Chevron Corp (CVX) at 8.4%, Lam Research Corp (LRCX) at 5.1%, Apple Inc. (AAPL) at 4.0%, Microsoft Corp (MSFT) at 2.6%, Seagate Technology Holdings plc (STX) at 2.3% of the reported portfolio.
Insight Wealth Strategies, LLC reported a 13F portfolio worth $395.05M across 87 positions for Q3 2026. That is down 2.6% from the previous quarter.
Its largest purchases by value were Lyft, Inc. ($6.22M), Ziff Davis, Inc. ($5.81M), Travere Therapeutics, Inc. ($5.69M). It opened 7 new positions.
Its largest sales by value were RingCentral, Inc. ($11.66M), DigitalOcean Holdings, Inc. ($8.08M), AppLovin Corp ($6.94M). It exited 6 positions entirely.
From the Form 13F-HR reports Insight Wealth Strategies, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.