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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SHEL	SHELL PLC	Energy	2,549	$237K	0.03%	SOLD
22	XLF	SELECT SECTOR SPDR TR	—	4,263	$210K	0.02%	SOLD
23	SLV	ISHARES SILVER TR	Financial Services	2,944	$201K	0.02%	SOLD

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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%