Insight Wealth Partners, LLC reported 53 positions worth $59.95M for the quarter ended Sep 30, 2026, down 3.9% on the prior quarter. It opened 1 new position, added to 11, trimmed 33 and exited 3. Its largest holding is Ford Motor Co at 13% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RTX RTX Corp | +5,756 | – | $1.07M | 1.78% |
| STX Seagate Technology Holdings plc | +777 | +245.1% | $716.66K | 1.68% |
| TXN Texas Instruments Inc | +1,508 | +27.6% | $422.38K | 3.26% |
| XOM ExxonMobil Holdings Corp | +278 | +2.6% | $45.24K | 3.03% |
| TNK Teekay Tankers Ltd. | +365 | +9.2% | $35.43K | 0.702% |
| DELL Dell Technologies Inc. | +59 | +4.7% | $31.74K | 1.17% |
| DE Deere & Co | +47 | +10.0% | $31.56K | 0.577% |
| EPD Enterprise Products Partners L.P. | +750 | +9.2% | $26.71K | 0.528% |
| MU Micron Technology Inc | +10 | +3.2% | $10.65K | 0.569% |
| F Ford Motor Co | +399 | +0.1% | $4.81K | 13.04% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -2,951 | -10.4% | $673.96K | 9.73% |
| TJX Tjx Companies Inc | -4,377 | -100.0% | $663.12K | Exited |
| GLD Spdr Gold Trust | -725 | -16.0% | $276.11K | 2.43% |
| AAPL Apple Inc. | -677 | -6.6% | $225.44K | 5.34% |
| VRT Vertiv Holdings Co | -922 | -17.7% | $222.49K | 1.72% |
| MO Altria Group, Inc. | -2,947 | -100.0% | $212.04K | Exited |
| VMI Valmont Industries Inc | -414 | -29.8% | $191.67K | 0.751% |
| AVGO Broadcom Inc. | -533 | -6.2% | $187.19K | 4.76% |
| AMD Advanced Micro Devices Inc | -277 | -36.9% | $169.46K | 0.484% |
| GOOGL Alphabet Inc. | -459 | -13.4% | $157.94K | 1.71% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RTX RTX Corp | +5,756 | $1.07M | 1.78% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | F Ford Motor Co | Consumer Discretionary | 648.2K | $7.82M | 13.04% | +399 | +0.1% | Added | 0.02% |
| 2 | NVDA Nvidia Corp | Technology | 25.5K | $5.83M | 9.73% | -2,951 | -10.4% | Reduced | 0% |
| 3 | IAU Ishares Gold Trust | Others | 53.0K | $4.14M | 6.91% | -345 | -0.6% | Reduced | 0.01% |
| 4 | AAPL Apple Inc. | Technology | 9,616 | $3.20M | 5.34% | -677 | -6.6% | Reduced | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 8,133 | $2.86M | 4.76% | -533 | -6.2% | Reduced | 0% |
| 6 | SNDK Sandisk Corp | Technology | 1,523 | $2.65M | 4.42% | -84 | -5.2% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 10.6K | $2.64M | 4.41% | -221 | -2.0% | Reduced | 0% |
| 8 | TXN Texas Instruments Inc | Technology | 6,977 | $1.95M | 3.26% | +1,508 | +27.6% | Added | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 11.2K | $1.82M | 3.03% | +278 | +2.6% | Added | 0% |
| 10 | FANG Diamondback Energy, Inc. | Energy | 9,472 | $1.74M | 2.9% | 0 | 0.0% | Unchanged | 0% |
| 11 | PHYS Sprott Physical Gold Trust | Others | 54.5K | $1.70M | 2.84% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | CVX Chevron Corp | Energy | 8,303 | $1.70M | 2.83% | -27 | -0.3% | Reduced | 0% |
| 13 | CSCO Cisco Systems, Inc. | Technology | 15.5K | $1.67M | 2.79% | -8 | -0.1% | Reduced | 0% |
| 14 | GLD Spdr Gold Trust | Financial Services | 3,818 | $1.45M | 2.43% | -725 | -16.0% | Reduced | 0% |
| 15 | MSFT Microsoft Corp | Technology | 2,231 | $1.14M | 1.91% | -89 | -3.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Insight Wealth Partners.
As of its Q3 2026 13F filing, Insight Wealth Partners, LLC’s five largest positions were Ford Motor Co (F) at 13.0%, Nvidia Corp (NVDA) at 9.7%, Ishares Gold Trust (IAU) at 6.9%, Apple Inc. (AAPL) at 5.3%, Broadcom Inc. (AVGO) at 4.8% of the reported portfolio.
Insight Wealth Partners, LLC reported a 13F portfolio worth $59.95M across 53 positions for Q3 2026. That is down 3.9% from the previous quarter.
Its largest purchases by value were RTX Corp ($1.07M), Seagate Technology Holdings plc ($716.66K), Texas Instruments Inc ($422.38K). It opened 1 new positions.
Its largest sales by value were Nvidia Corp ($673.96K), Tjx Companies Inc ($663.12K), Spdr Gold Trust ($276.11K). It exited 3 positions entirely.
From the Form 13F-HR reports Insight Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.