Portfolio (Quarterly) Guide ↗

Insight Wealth Strategies, LLC

· CIK 0001749914

13F Portfolio $1.0B AUM 182 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 29 New 82 Added 50 Reduced 23 Exited

Page 4 of 5 · 82 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	GE	GE AEROSPACE	Industrials	1,355.0	$508K	0.05%	+107.0	+8.6%	$374.88	+0.1%
62	DVY	ISHARES TR	—	3,176.0	$499K	0.05%	+22.0	+0.7%	$157.00	+5.1%
63	EFV	ISHARES TR	—	6,336.0	$484K	0.05%	+2K	+39.3%	$76.40	+6.3%
64	IAGG	ISHARES TR	—	8,886.0	$446K	0.04%	+223.0	+2.6%	$50.16	-0.8%
65	EUHY	ISHARES INC	—	7,969.0	$427K	0.04%	+267.0	+3.5%	$53.60	-0.4%
66	—	BLACKROCK ETF TRUST	—	5,199.0	$417K	0.04%	+71.0	+1.4%	$80.19	—
67	VTI	VANGUARD INDEX FDS	—	1,093.0	$404K	0.04%	+308.0	+39.2%	$369.34	+2.6%
68	PICB	INVESCO EXCH TRADED FD TR II	—	17,487.0	$404K	0.04%	+559.0	+3.3%	$23.08	+0.4%
69	GEV	GE VERNOVA INC	Utilities	351.0	$399K	0.04%	+61.0	+21.0%	$1135.83	-11.6%
70	WEC	WEC ENERGY GROUP INC	Utilities	3,218.0	$374K	0.04%	+19.0	+0.6%	$116.21	-4.4%
71	VEA	VANGUARD TAX-MANAGED FDS	—	5,298.0	$373K	0.04%	+146.0	+2.8%	$70.36	+2.9%
72	EFAV	ISHARES TR	—	4,180.0	$365K	0.04%	+43.0	+1.0%	$87.23	+6.7%
73	IPKW	INVESCO EXCH TRADED FD TR II	—	6,452.0	$364K	0.04%	+215.0	+3.5%	$56.46	+7.7%
74	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	383.0	$354K	0.04%	+171.0	+80.7%	$924.08	+4.0%
75	—	FIRST TR EXCHANGE TRADED FD	—	14,083.0	$334K	0.03%	+163.0	+1.2%	$23.71	—
76	DWMF	WISDOMTREE TR	—	9,714.0	$328K	0.03%	+470.0	+5.1%	$33.72	+1.2%
77	LLY	ELI LILLY & CO	Healthcare	273.0	$325K	0.03%	+15.0	+5.8%	$1191.74	+2.9%
78	KO	COCA COLA CO	Consumer Defensive	3,696.0	$300K	0.03%	+109.0	+3.0%	$81.28	+9.3%
79	MLI	MUELLER INDS INC	Industrials	5,044.0	$290K	0.03%	+3K	+100.3%	$57.42	+12.3%
80	VMO	INVESCO MUN OPPORTUNIT TR	Financial Services	28,558.0	$283K	0.03%	+542.0	+1.9%	$9.90	-2.0%

Page 4 of 5 · 82 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 42.2%

Healthcare 14.0%

Energy 12.3%

Industrials 9.8%

Financial Services 7.5%

Consumer Cyclical 5.7%

Communication Services 3.4%

Basic Materials 3.1%

Utilities 1.7%

Consumer Defensive 0.3%