Insight Wealth Strategies, LLC

RIA/Wealth

Insight Wealth Strategies, LLC is a RIA/Wealth based in Irvine, CA led by Anthony Rod Ortale, reporting $932.0M in AUM as of Q3 2025 with 61% ETF concentration.

CEOAnthony Rod Ortale

Portfolio Value: $847.4M
Positions: 169
Top Holding: CVX at 4.01%
Last Reported: Q3 2025

Address100 Pacifica, Suite 360, Irvine, CA, 92618, United States

Top Holdings

Largest long holdings in Insight Wealth Strategies, LLC's portfolio (31.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Chevron CVX	Oil & Gas Integrated Energy	$34.0M	4.01%	+$196.9K Bought	0.01% 218.8K shares	Q3 2020 Held for 5y 2m
2 Vanguard Long-Term Corporate Bond VCLT	ETF ETF	$30.4M	3.58%	+$817.7K Bought	— 390.9K shares	Q3 2021 Held for 4y 2m
3 iShares Preferred and Income Securities ETF PFF	ETF ETF	$28.5M	3.36%	+$525.8K Bought	— 901.1K shares	Q3 2020 Held for 5y 2m
4 iShares 20+ Year Treasury Bond TLT	ETF ETF	$28.1M	3.31%	+$933.4K Bought	— 314.2K shares	Q4 2022 Held for 2y 11m
5 Invesco S&P 500 Momentum SPMO	ETF ETF	$26.6M	3.14%	-$158.1K Sold	— 219.8K shares	Q1 2025 Held for 8 months
6 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$26.3M	3.10%	+$824.1K Bought	— 444.3K shares	Q1 2025 Held for 8 months
7 Goldman Sachs ActiveBeta International Equity GSIE	ETF ETF	$26.2M	3.09%	-$1.8M Sold	— 637.6K shares	Q4 2022 Held for 2y 11m
8 iShares 10+ Year Investment Grade Corporate Bond IGLB	ETF ETF	$23.7M	2.80%	+$888.1K Bought	— 460.6K shares	Q1 2025 Held for 8 months
9 TFLR T. Rowe Price Floating Rate TFLR	ETF ETF	$23.5M	2.78%	+$2.1M Bought	— 457.2K shares	Q2 2025 Held for 5 months
10 HYDB iShares High Yield Systematic Bond HYDB	ETF ETF	$23.1M	2.72%	+$973.5K Bought	— 481.9K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Insight Wealth Strategies, LLC's latest filing

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Market Value

$847.4M

Prior: $791.7M

Q/Q Change

+7.04%

+$55.7M

Net Flows % of MV

-3.34%

New Purchases

7 stocks

$67.3M

Added To

87 stocks

+$21.0M

Sold Out Of

16 stocks

$51.0M

Reduced Holdings

61 stocks

-$65.6M

Increased Positions

Position	Shares Δ	Change
1 DFIP Dimensional Inflation-Protected Securities DFIP	New	0 → 449.1K +$19.0M
2 Invesco S&P International Developed Momentum IDMO	New	0 → 307.2K +$16.6M
3 Simplify High Yield PLUS Credit Hedge CDX	New	0 → 514.9K +$11.8M
4 Baker Hughes BKR	New	0 → 105.9K +$5.2M
5 Constellation Energy CEG	New	0 → 15.2K +$5.0M

Decreased Positions

Position	Shares Δ	Change
1 iShares Convertible Bond ICVT	Sold	245.1K → 0 −$21.9M
2 Corteva CTVA	Sold	64.0K → 0 −$4.8M
3 Sysco SYY	Sold	61.2K → 0 −$4.7M
4 Sherwin-Williams SHW	Sold	12.7K → 0 −$4.5M
5 Intercontinental Exchange ICE	Sold	18.7K → 0 −$3.4M