Insight Wealth Partners, LLC
13F Reported Value
ⓘ$713.0M
incl. option notional
Equity Holdings
ⓘ$247.4M
Option Notional
ⓘ$465.6M
$0 puts / $465.6M calls
Holdings
120
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Insight Wealth Partners, LLC disclosed 120 positions worth $713.0M in its Form 13F-HR for Q1 2026 — $247.4M in common stock plus $465.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPY (SPDR S&P 500 ETF TRUST) calls. During the quarter the fund opened 12 new positions and exited 10 and a full exit from $CVNA. The portfolio is most concentrated in Other (77.2% of disclosed assets). All figures are sourced directly from Insight Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1627003.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$465.2M715,300 sh VANGUARD SCOTTSDALE FDS
—Quality
$22.6M272,811 shDIREXION SHARES ETF TRUST
—Quality
$17.9M96,589 shISHARES TR
—Quality
$15.2M139,708 shJ P MORGAN EXCHANGE TRADED F
—Quality
$14.0M276,178 shFIDELITY MERRIMACK STR TR
—Quality
$11.5M252,939 shISHARES TR
—Quality
$6.9M72,511 shISHARES TR
—Quality
$6.7M60,632 sh- —
Quality
$6.6M141,670 sh J P MORGAN EXCHANGE TRADED F
—Quality
$6.6M122,574 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR S&P 500 ETF TRUST$SPYCALL | — | $465.2M | 715,300 |
| VANGUARD SCOTTSDALE FDS | — | $22.6M | 272,811 |
| DIREXION SHARES ETF TRUST | — | $17.9M | 96,589 |
| ISHARES TR | — | $15.2M | 139,708 |
| J P MORGAN EXCHANGE TRADED F | — | $14.0M | 276,178 |
| FIDELITY MERRIMACK STR TR | — | $11.5M | 252,939 |
| ISHARES TR | — | $6.9M | 72,511 |
| ISHARES TR | — | $6.7M | 60,632 |
 Invesco Ltd.$IVZ | — | $6.6M | 141,670 |
| J P MORGAN EXCHANGE TRADED F | — | $6.6M | 122,574 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Insight Wealth Partners, LLC's 120 positions.
Showing top 10 of 120 holdings.
Sector Allocation
Other
$191.1M
Financials
$21.8M
Technology
$18.2M
Energy
$4.9M
Consumer Discretionary
$4.2M
Industrials
$4.0M
Materials
$1.4M
Healthcare
$824,021
Full Holdings — Insight Wealth Partners, LLC (Q1 2026)
All 120 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPYCALL | SPDR S&P 500 ETF TRUST | $465.2M | — | -0% | — |
| 2 | — | VANGUARD SCOTTSDALE FDS | $22.6M | 9.1% | -1% | — |
| 3 | — | DIREXION SHARES ETF TRUST | $17.9M | 7.2% | -3% | — |
| 4 | — | ISHARES TR | $15.2M | 6.2% | +3% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F | $14.0M | 5.7% | +3% | — |
| 6 | — | FIDELITY MERRIMACK STR TR | $11.5M | 4.7% | +6% | — |
| 7 | — | ISHARES TR | $6.9M | 2.8% | +106% | — |
| 8 | — | ISHARES TR | $6.7M | 2.7% | +6% | — |
| 9 | $IVZ | Invesco Ltd. | $6.6M | 2.7% | +7% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $6.6M | 2.7% | +0% | — |
| 11 | — | VICTORY PORTFOLIOS II | $6.4M | 2.6% | +0% | — |
| 12 | — | ISHARES TR | $5.8M | 2.3% | +6% | — |
| 13 | — | ISHARES TR | $4.9M | 2.0% | +6% | — |
| 14 |  $NVDA | NVIDIA CORP | $4.9M | 2.0% | +2% | 90.2 |
| 15 | — | PRINCIPAL EXCHANGE TRADED FD | $4.7M | 1.9% | +3% | — |
| 16 |  $IAU | ISHARES GOLD TRUST | $4.7M | 1.9% | -43% | — |
| 17 | — | ISHARES TR | $4.4M | 1.8% | +4% | — |
| 18 | — | ISHARES TR | $3.6M | 1.4% | +2% | — |
| 19 | — | ISHARES TR | $3.5M | 1.4% | +7% | — |
| 20 | — | PIMCO ETF TR | $3.4M | 1.4% | +8% | — |
| 21 | — | USCF ETF TR | $3.1M | 1.3% | +7% | — |
| 22 | — | DBX ETF TR | $3.0M | 1.2% | +2% | — |
| 23 | — | RBB FD INC | $2.8M | 1.1% | NEW | — |
| 24 | — | ISHARES TR | $2.6M | 1.0% | +1% | — |
| 25 |  $AAPL | Apple Inc. | $2.5M | 1.0% | +0% | 76.1 |
| 26 |  $AVGO | Broadcom Inc. | $2.4M | 1.0% | +1% | 86.4 |
| 27 | — | VANGUARD SCOTTSDALE FDS | $2.3M | 0.9% | -9% | — |
| 28 | — | ISHARES TR | $2.3M | 0.9% | -2% | — |
| 29 |  $AMZN | AMAZON COM INC | $2.3M | 0.9% | +2% | 74.6 |
| 30 | $IVZ | Invesco Ltd. | $2.3M | 0.9% | +0% | — |
| 31 | — | AMERICAN CENTY ETF TR | $2.2M | 0.9% | +1% | — |
| 32 | — | EA SERIES TRUST | $2.1M | 0.8% | +12% | — |
| 33 | — | AMERICAN CENTY ETF TR | $2.0M | 0.8% | +3% | — |
| 34 | — | FIRST TR EXCHANGE TRADED FD | $1.9M | 0.8% | +9% | — |
| 35 |  $PHYS | Sprott Physical Gold Trust | $1.9M | 0.8% | -26% | — |
| 36 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.8% | +5% | — |
| 37 |  $FANG | Diamondback Energy, Inc. | $1.9M | 0.8% | -1% | 81.4 |
| 38 | — | CAPITOL SER TR | $1.9M | 0.8% | -1% | — |
| 39 | $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 0.7% | -5% | — |
| 40 | — | INNOVATOR ETFS TRUST | $1.6M | 0.7% | +113% | — |
| 41 |  $XOM | EXXON MOBIL CORP | $1.6M | 0.7% | +3% | 61.8 |
| 42 | — | PACER FDS TR | $1.5M | 0.6% | -5% | — |
| 43 | — | DBX ETF TR | $1.4M | 0.6% | +14% | — |
| 44 |  $VRT | Vertiv Holdings Co | $1.3M | 0.5% | +0% | 82.7 |
| 45 | — | AMERICAN CENTY ETF TR | $1.2M | 0.5% | +14% | — |
| 46 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.5% | -4% | 72.3 |
| 47 | — | SCHWAB STRATEGIC TR | $1.2M | 0.5% | -3% | — |
| 48 | — | SCHWAB STRATEGIC TR | $1.1M | 0.5% | -2% | — |
| 49 |  $RTX | RTX Corp | $1.1M | 0.5% | +2% | 70 |
| 50 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.5% | +21% | 70.4 |
| 51 |  $SNDK | Sandisk Corp | $1.0M | 0.4% | NEW | 88.8 |
| 52 |  $GOOG | Alphabet Inc. | $999,600 | 0.4% | -2% | 80.2 |
| 53 | — | ETF SER SOLUTIONS | $999,399 | 0.4% | +0% | — |
| 54 | — | PGIM ETF TR | $971,784 | 0.4% | +0% | — |
| 55 | — | ISHARES TR | $954,571 | 0.4% | -64% | — |
| 56 | — | INNOVATOR ETFS TRUST | $949,629 | 0.4% | +232% | — |
| 57 |  $TSLA | Tesla, Inc. | $942,386 | 0.4% | +17% | 50.1 |
| 58 | — | ISHARES TR | $933,588 | 0.4% | +8% | — |
| 59 |  $AA | Alcoa Corp | $927,360 | 0.4% | NEW | 66.2 |
| 60 |  $WEA | WESTERN ASSET PREMIER BOND FUND | $915,957 | 0.4% | -9% | — |
| 61 | — | VANECK ETF TRUST | $900,163 | 0.4% | +7% | — |
| 62 | — | ETF SER SOLUTIONS | $885,085 | 0.4% | +3% | — |
| 63 | $IVZ | Invesco Ltd. | $883,581 | 0.4% | -2% | — |
| 64 |  $PCAR | PACCAR INC | $873,642 | 0.3% | -3% | 56.5 |
| 65 | — | ISHARES TR | $871,239 | 0.3% | +4% | — |
| 66 |  $MSFT | MICROSOFT CORP | $861,449 | 0.3% | -1% | 83.7 |
| 67 |  $JPM | JPMORGAN CHASE & CO | $851,321 | 0.3% | +3% | 35.6 |
| 68 | — | ISHARES TR | $786,163 | 0.3% | -17% | — |
| 69 | — | DIREXION SHARES ETF TRUST | $783,759 | 0.3% | -5% | — |
| 70 | — | SELECT SECTOR SPDR TR | $732,413 | 0.3% | -1% | — |
| 71 |  $PLTR | Palantir Technologies Inc. | $710,189 | 0.3% | -7% | 85.8 |
| 72 |  $TJX | TJX COMPANIES INC /DE/ | $709,547 | 0.3% | NEW | 70.7 |
| 73 | — | ISHARES TR | $705,467 | 0.3% | +56% | — |
| 74 |  $META | Meta Platforms, Inc. | $623,083 | 0.3% | +0% | 80.9 |
| 75 | — | INNOVATOR ETFS TRUST | $593,509 | 0.2% | +23% | — |
| 76 | $IVZ | Invesco Ltd. | $584,609 | 0.2% | +1% | — |
| 77 | — | ISHARES TR | $580,762 | 0.2% | -28% | — |
| 78 |  $F | FORD MOTOR CO | $546,242 | 0.2% | +1% | 58.5 |
| 79 |  $ABBV | AbbVie Inc. | $541,333 | 0.2% | -8% | 59.3 |
| 80 | $IVZ | Invesco Ltd. | $538,819 | 0.2% | +1% | — |
| 81 |  $WMT | Walmart Inc. | $481,585 | 0.2% | NEW | 63.2 |
| 82 | — | ISHARES TR | $463,392 | 0.2% | +13% | — |
| 83 |  $CALY | Callaway Golf Co | $452,932 | 0.2% | +8% | 34.1 |
| 84 |  $ECL | ECOLAB INC. | $447,978 | 0.2% | -5% | 64.3 |
| 85 |  $CVX | CHEVRON CORP | $431,654 | 0.2% | -1% | 54.7 |
| 86 |  $COP | CONOCOPHILLIPS | $398,679 | 0.2% | +0% | 74.8 |
| 87 | — | ISHARES TR | $388,025 | 0.2% | +6% | — |
| 88 | — | ISHARES TR | $375,006 | 0.1% | +0% | — |
| 89 |  $EVR | Evercore Inc. | $374,332 | 0.1% | +0% | 76.1 |
| 90 | — | DIREXION SHARES ETF TRUST | $369,780 | — | NEW | — |
| 91 |  $PEP | PEPSICO INC | $351,266 | 0.1% | +0% | 62.7 |
| 92 | $IVZ | Invesco Ltd. | $349,001 | 0.1% | +0% | — |
| 93 | — | ISHARES TR | $329,732 | 0.1% | +41% | — |
| 94 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $327,127 | 0.1% | +6% | 66.4 |
| 95 |  $VTIX | Virtuix Holdings Inc. | $326,977 | 0.1% | NEW | — |
| 96 |  $TPL | Texas Pacific Land Corp | $298,498 | 0.1% | NEW | 79.1 |
| 97 | — | INVESCO EXCH TRD SLF IDX FD | $296,316 | 0.1% | +0% | — |
| 98 |  $TNK | TEEKAY TANKERS LTD. | $295,186 | 0.1% | NEW | — |
| 99 |  $LLY | ELI LILLY & Co | $282,688 | 0.1% | +0% | 89.3 |
| 100 | — | INNOVATOR ETFS TRUST | $280,153 | 0.1% | +0% | — |
| 101 | $IVZ | Invesco Ltd. | $269,462 | 0.1% | +2% | — |
| 102 | — | INNOVATOR ETFS TRUST | $266,265 | 0.1% | +0% | — |
| 103 | — | ISHARES TR | $265,901 | 0.1% | +1% | — |
| 104 |  $DE | DEERE & CO | $263,624 | 0.1% | +0% | 57.4 |
| 105 |  $WPC | W. P. Carey Inc. | $263,549 | 0.1% | +0% | 62.1 |
| 106 |  $KO | COCA COLA CO | $262,541 | 0.1% | +0% | 74 |
| 107 |  $COST | COSTCO WHOLESALE CORP /NEW | $262,061 | 0.1% | +2% | 67 |
| 108 |  $BP | BP PLC | $261,602 | 0.1% | NEW | — |
| 109 | — | SPDR SERIES TRUST | $259,153 | 0.1% | NEW | — |
| 110 | — | INVESCO EXCH TRD SLF IDX FD | $250,399 | 0.1% | +2% | — |
| 111 | — | ETF SER SOLUTIONS | $225,317 | 0.1% | +1% | — |
| 112 | — | ISHARES TR | $219,480 | 0.1% | +0% | — |
| 113 | — | ISHARES TR | $217,737 | 0.1% | -25% | — |
| 114 | — | ISHARES TR | $217,050 | 0.1% | -31% | — |
| 115 | — | ISHARES TR | $216,860 | 0.1% | -1% | — |
| 116 | — | ISHARES TR | $213,301 | 0.1% | -23% | — |
| 117 |  $GOOGL | Alphabet Inc. | $208,072 | 0.1% | +5% | 80.2 |
| 118 |  $CL | COLGATE PALMOLIVE CO | $207,876 | 0.1% | -15% | 72.4 |
| 119 |  $GS | GOLDMAN SACHS GROUP INC | $203,038 | 0.1% | NEW | — |
| 120 |  $UIS | UNISYS CORP | $68,018 | 0.0% | +0% | 26.4 |
New Positions (12)
$SNDK Sandisk Corp$1.0M$AA Alcoa Corp$927,360$TJX TJX COMPANIES INC /DE/$709,547$WMT Walmart Inc.$481,585$VTIX Virtuix Holdings Inc.$326,977$TPL Texas Pacific Land Corp$298,498$TNK TEEKAY TANKERS LTD.$295,186$BP BP PLC$261,602$GS GOLDMAN SACHS GROUP INC$203,038
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