Insight Wealth Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$729.7M
Holdings
114
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BSJRINVESCO EXCH TRD SLF IDX FD | 10,972 | $248K | 0.03% | |
| 102 | KOCOCA COLA CO | 3,448 | $241K | 0.03% | |
| 103 | QBTSD-WAVE QUANTUM INC | 9,196 | $240K | 0.03% | |
| 104 | BNDVANGUARD BD INDEX FDS | 3,249 | $240K | 0.03% | |
| 105 | AOAISHARES TR | 2,645 | $236K | 0.03% | |
| 106 | CLCOLGATE PALMOLIVE CO | 2,853 | $225K | 0.03% | |
| 107 | COSTCOSTCO WHSL CORP NEW | 258 | $222K | 0.03% | |
| 108 | AORISHARES TR | 3,387 | $220K | 0.03% | |
| 109 | IWMISHARES TR | 885 | $217K | 0.03% | |
| 110 | DEDEERE & CO | 468 | $217K | 0.03% | |
| 111 | GOOGALPHABET INC | 693 | $217K | 0.03% | |
| 112 | VIDIETF SER SOLUTIONS | 6,168 | $207K | 0.03% | |
| 113 | IBMINTERNATIONAL BUSINESS MACHS | 685 | $202K | 0.03% | |
| 114 | UISUNISYS CORP | 32,859 | $90K | 0.01% |
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