Insight Wealth Partners, LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing indicates the firm holds positions in 141 distinct equity securities and exchange-traded funds.
The portfolio is heavily weighted toward technology and exchange-traded funds. Major holdings include NVIDIA Corporation, with 2,554,976 shares, and Microsoft Corporation, with 1,144,272 shares. Other notable equity positions include Apple Inc. (9,616 shares), Meta Platforms Inc. Class A (778 shares), and Palantir Technologies Inc. Class A (4,464 shares).
A significant portion of the portfolio consists of exchange-traded funds. The firm holds substantial stakes in the iShares Core S&P 500 ETF (599,119 shares) and the iShares Gold Trust (4,139,811 shares). Other ETFs held include the iShares Core MSCI Emerging Markets ETF (3,913,894 shares), the iShares Core U.S. Aggregate Bond ETF (365,303 shares), and the iShares Core 80/20 ETF (432,777 shares).
The filing lists Wayne Smith as the authorized signer for the report.
