Insight Wealth Partners, LLC

Insight Wealth Partners, LLC reported 135 holdings worth US$745M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

Insight Wealth Partners, LLC reported 135 holdings worth US$745M as of Jun 30, 2026. Largest: Ford Mtr Co Del, Nvidia Corporation and Sandisk Corporation. Filed Aug 6, 2026 (Form 13F).

Holdings
135
Value as reported
US$745M

The filing in full

CompanySharesValue as reported% of portfolio
Ford Mtr Co Del648KUS$9M1.2%
Nvidia Corporation28,500US$5.7M0.77%
Sandisk Corporation1,607US$3.65M0.49%
Broadcom Inc.8,666US$3.27M0.44%
Apple Inc10,293US$2.98M0.40%
Amazon.com, Inc.10,828US$2.58M0.35%
Cisco Systems, Inc.15,539US$1.83M0.25%
Vertiv Holdings, Llc5,206US$1.74M0.23%
Diamondback Energy, Inc.9,472US$1.66M0.22%
Texas Instruments Incorporated5,469US$1.63M0.22%
Alphabet Inc (google) Class C4,459US$1.59M0.21%
Exxon Mobil Corporation10,901US$1.49M0.20%
Chevron Corporation8,330US$1.38M0.19%
Tesla, Inc.2,605US$1.1M0.15%
Jp Morgan Chase & Co.2,785US$912K0.12%
Paccar Inc.7,564US$909K0.12%
Microsoft Corp.2,320US$866K0.12%
Valmont Industries, Inc.1,387US$801K0.11%
Tjx Companies, Inc. (the)4,377US$663K0.09%
Callaway Golf Company32,511US$611K0.08%
Duke Energy Corporation (holding Company)4,813US$609K0.08%
Palantir Technologies Inc.4,837US$564K0.08%
Meta Platforms, Inc.979US$552K0.07%
Dell Technologies Inc.1,249US$539K0.07%
Abbvie Inc.2,038US$513K0.07%
Ecolab Inc.1,587US$442K0.06%
Advanced Micro Devices Inc751US$436K0.06%
Caterpillar, Inc.403US$429K0.06%
Evercore Inc.1,223US$418K0.06%
Mirum Pharmaceuticals, Inc.3,374US$395K0.05%
Micron Technology, Inc.310US$358K0.05%
Enbridge Inc.6,542US$355K0.05%
Citigroup, Inc.2,491US$349K0.05%
Conocophillips3,050US$317K0.04%
Pepsico, Inc.2,281US$309K0.04%
Eli Lilly And Company255US$306K0.04%
Enterprise Products Partners L.p.8,145US$299K0.04%
Hewlett Packard Enterprise Company6,634US$299K0.04%
Deere & Company468US$297K0.04%
Coca-cola Company (the)3,636US$296K0.04%
W. P. Carey Inc. Reit3,878US$277K0.04%
Texas Pacific Land Corporation629US$275K0.04%
Palo Alto Networks, Inc.799US$272K0.04%
Costco Wholesale Corporation287US$268K0.04%
Teekay Tankers Ltd.3,973US$258K0.03%
Colgate-palmolive Company2,439US$224K0.03%
Altria Group, Inc.2,947US$212K0.03%
Virtuix Holdings Inc.48,298US$147K0.02%
Unisys Corporation New32,859US$120K0.02%
Designer Brands Inc.11,625US$67,774<0.01%
Walmart Inc.0US$00.00%
Alcoa Corporation0US$00.00%
Bp Plc0US$00.00%
Goldman Sachs Group, Inc. (the)0US$00.00%
Rtx Corporation0US$00.00%

Source

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