Insight Wealth Strategies, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Camille Mobley, the firm's Chief Operating Officer, lists 194 distinct positions held by the firm.
The report indicates that Insight Wealth Strategies holds a mix of individual stocks and exchange-traded funds (ETFs). Among the notable individual stock positions listed are Advanced Micro Devices Inc., Alphabet Inc. Class A and Class C, Amazon.com Inc., Apple Inc., Broadcom Inc., Costco Wholesale Corporation, Eli Lilly & Co., and NVIDIA Corporation. The firm also holds significant exposure to financial institutions, including JPMorgan Chase & Co., Bank of America Corp, and Visa Inc.
The filing provides specific share counts for these holdings. For example, Insight Wealth Strategies holds 9,142 shares of Advanced Micro Devices Inc., 20,460 shares of Alphabet Inc. Class A, and 30,014 shares of Amazon.com Inc. The firm also holds 38,063 shares of NVIDIA Corporation.
In addition to individual equities, the report lists a variety of ETFs across different sectors and asset classes. These include funds tracking the S&P 500, such as the iShares Core S&P 500 ETF and the SPDR S&P 500 ETF Trust, as well as funds focusing on international markets, emerging markets, and specific sectors like technology and healthcare. The filing also includes several bond ETFs and funds focused on floating-rate instruments.
