Insight Wealth Partners, LLC
Top Portfolio Positions
47 positions ·
$512,384,088 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
717,905 | $466,882,337 | 91.12% | |
| NVDA |
Nvidia Corp
Technology
|
27,813 | $4,850,587 | 0.95% | |
| IAU |
Ishares Gold Trust
|
52,747 | $4,650,175 | 0.91% | |
| AAPL |
Apple Inc.
Technology
|
9,761 | $2,477,244 | 0.48% | |
| AVGO |
Broadcom Inc.
Technology
|
7,712 | $2,386,941 | 0.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,880 | $2,265,977 | 0.44% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
54,476 | $1,930,629 | 0.38% | |
| GLD |
Spdr Gold Trust
|
4,482 | $1,928,559 | 0.38% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
9,471 | $1,873,269 | 0.37% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,416 | $1,597,518 | 0.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UIS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,018 | 32,859 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $90,690 | 32,859 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $143,750 | 36,859 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $166,971 | 36,859 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $169,182 | 36,859 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,317 | 36,859 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||