What does Insight Wealth Partners, LLC hold?

Insight Wealth Partners, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1627003.

What is Insight Wealth Partners, LLC's AUM?

Insight Wealth Partners, LLC reported approximately $759.1M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Insight Wealth Partners, LLC's holdings?

All Insight Wealth Partners, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1627003. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Insight Wealth Partners, LLC's 13F data updated on 13F Pro?

Insight Wealth Partners, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Insight Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1627003

Institutional-grade research for retail investors

Sector Allocation

Other72.4%$184.3M
Technology10.5%$26.7M
Financials7.4%$18.8M
Consumer Discretionary4.6%$11.7M
Energy2.5%$6.3M
Industrials1.3%$3.4M
Consumer Staples0.4%$1.1M
Healthcare0.4%$1.0M
Utilities0.2%$543,030
Materials0.2%$409,124

AUM History

13fpro.ai/research/fund/insight-wealth-partners-llc-1627003

Conviction and streaks

Diversifying · top 10 = 40.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold8.0% weight · held 5 quarters

$Conviction hold6.7% weight · held 11 quarters

$Conviction hold4.4% weight · held 11 quarters

$Conviction hold3.5% weight · held 11 quarters

$Accumulating+60% shares · 6 quarters running

$Accumulating+63% shares · 6 quarters running

$Accumulating+400% shares · 6 quarters running

$Accumulating+471% shares · 6 quarters running

$Accumulating+86% shares · 4 quarters running

$ECLTrimming-28% shares · 7 quarters running

$CSCOTrimming-10% shares · 5 quarters running

$Trimming-34% shares · 4 quarters running

$Trimming-31% shares · 4 quarters running

$MSFTTrimming-11% shares · 4 quarters running

Largest positions — Q3 2026

VANGUARD
$20.3M
DIREXION
$17.1M
J
$11.1M
ISHARES
$11.1M
FIDELITY
$9.0M
F
$7.8M
J
$7.2M
VICTORY
$7.0M
ISHARES
$6.0M
NVDA
$5.8M
IVZ
$4.9M
ISHARES
$4.9M
PRINCIPAL
$4.9M
ISHARES
$4.6M
ISHARES
$4.3M
IAU
$4.1M
ISHARES
$4.0M
USCF
$3.8M
RBB
$3.5M
DBX
$3.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/insight-wealth-partners-llc-1627003

Insight Wealth Partners, LLC 13F holdings — Q3 2026

$759.1M portfolio (+1.9% QoQ) · 141 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio

Includes $504.7M of put/call options ($0 puts, $504.7M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $254.4M. Weights use the stock portfolio.

1
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$20.3M
8.0% of stocks
-7%This quarter—Since filed—Held
AIQuality—Est. buy—
2
DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF
$17.1M
6.7% of stocks
-66%This quarter—Since filed—Held
AIQuality—Est. buy—
3
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$11.1M
4.4% of stocks
-8%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - IBOXX INV CP ETF
$11.1M
4.4% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
5
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$9.0M
3.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
FORD MOTOR CO
$F
$7.8M
3.1% of stocks
+0.1%This quarter0.0%Since filed11+ qtrsHeld
AIQuality53.6#1,383Est. buyEstimated buy price is Pro: unlock with a free trial
7
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
$7.2M
2.8% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VICTORY PORTFOLIOS II - CORE BD ETF
$7.0M
2.8% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR - 7-10 YR TRSY BD
$6.0M
2.4% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
NVIDIA CORP
$NVDA
$5.8M
2.3% of stocks
-10%This quarter0.0%Since filed11+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$20.3M	8.0%	-7%	—	—	—	—
2	DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF	$17.1M	6.7%	-66%	—	—	—	—
3	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	$11.1M	4.4%	-8%	—	—	—	—
4	ISHARES TR - IBOXX INV CP ETF	$11.1M	4.4%	+2%	—	—	—	—
5	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$9.0M	3.5%	+6%	—	—	—	—
6	FORD MOTOR CO$F	$7.8M	3.1%	+0.1%	0.0%	11+ qtrs	53.6#1,383	Estimated buy price is Pro: unlock with a free trial
7	J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF	$7.2M	2.8%	+3%	—	—	—	—
8	VICTORY PORTFOLIOS II - CORE BD ETF	$7.0M	2.8%	+3%	—	—	—	—
9	ISHARES TR - 7-10 YR TRSY BD	$6.0M	2.4%	-2%	—	—	—	—
10	NVIDIA CORP$NVDA	$5.8M	2.3%	-10%	0.0%	11+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial

All holdings — Insight Wealth Partners, LLC (Q3 2026)

Sort

141 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$SPYCALL	SPDR S&P 500 ETF TRUST	—	$459.5M	—	603K	New	—	—	13F
12	— CALL	DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF	—	$41.3M	—	147K	New	—	—	13F
13	$IVZ	Invesco Ltd.	Financials	$4.9M	1.9%	110K	+6%	11+ qtrs	—	13F
14	—	ISHARES TR - TIPS BD ETFetf/fund	—	$4.9M	1.9%	47K	+5%	—	—	13F
15	—	PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD	—	$4.9M	1.9%	251K	-2%	—	—	13F
16	—	ISHARES TR - IBOXX HI YD ETFetf/fund	—	$4.6M	1.8%	60K	-0.5%	—	—	13F
17	—	ISHARES TR - FALN ANGLS USDetf/fund	—	$4.3M	1.7%	166K	+6%	—	—	13F
18	$IAU	ISHARES GOLD TRUSTetf/fund	Financials	$4.1M	1.6%	53K	-0.6%	11+ qtrs	—	13F
19	—	ISHARES TR - ISHARES SEMICDTRetf/fund	—	$4.0M	1.6%	7,039	-13%	—	—	13F
20	— CALL	ISHARES TR - MSCI EMG MKT ETF	—	$3.9M	—	59K	New	—	—	13F
21	—	USCF ETF TR - MIDS ENE INC ETFetf/fund	—	$3.8M	1.5%	67K	+17%	—	—	13F
22	—	RBB FD INC - US TREASY 2 YR	—	$3.5M	1.4%	73K	+0.3%	—	—	13F
23	—	DBX ETF TR - XTRACKRS S&P 500etf/fund	—	$3.4M	1.3%	48K	-11%	—	—	13F
24	—	J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR	—	$3.3M	1.3%	64K	+21%	—	—	13F
25	—	ISHARES TR - JPMORGAN USD EMGetf/fund	—	$3.3M	1.3%	36K	-1%	—	—	13F
26	$AAPL	Apple Inc.	Technology	$3.2M	1.3%	9,616	-7%
27	$AVGO	Broadcom Inc.	Technology	$2.9M	1.1%	8,133	-6%
28	—	EA SERIES TRUST - TBG DIVID FO ETF	—	$2.8M	1.1%	76K	+17%
29	$SNDK	Sandisk Corp	Technology	$2.6M	1.0%	1,523	-5%
30	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.6M	1.0%	11K	-2%
31	—	ISHARES TR - NATIONAL MUN ETF	—	$2.6M	1.0%	26K	+0.6%
32	—	ISHARES TR - CMBS ETF	—	$2.6M	1.0%	55K	+4%
33	—	ISHARES TR - BBB RATED CORP	—	$2.4M	0.9%	29K	-3%
34	—	PIMCO ETF TR - ACTIVE BD ETF	—	$2.4M	0.9%	27K	+4%
35	—	ISHARES TR - MSCI AC ASIA ETF	—	$2.2M	0.9%	19K	+4%
36	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$2.2M	0.9%	20K	-10%
37	$IVZ	Invesco Ltd.	Financials	$2.1M	0.8%	102K	-1%
38	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$2.1M	0.8%	18K	-9%
39	—	CAPITOL SER TR - FAIR TA SECT ETF	—	$2.0M	0.8%	65K	+2%
40	$TXN	TEXAS INSTRUMENTS INC	Technology	$2.0M	0.8%	6,977	+28%
41	$SPY	SPDR S&P 500 ETF TRUST	—	$1.9M	0.7%	2,465	-100%
42	—	INNOVATOR ETFS TRUST - U S EQ 10 BUFFER	—	$1.8M	0.7%	53K	+17%
43	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.8M	0.7%	11K	+3%
44	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$1.8M	0.7%	18K	-12%
45	—	DBX ETF TR - XTRACK MSCI EAFE	—	$1.8M	0.7%	32K	-5%
46	$FANG	Diamondback Energy, Inc.	Energy	$1.7M	0.7%	9,472	—
47	$PHYS	Sprott Physical Gold Trust	Financials	$1.7M	0.7%	54K	—
48	$CVX	CHEVRON CORP	Energy	$1.7M	0.7%	8,303	-0.3%
49	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.7M	0.7%	16K	-0.1%
50	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$1.7M	0.7%	21K	-2%
51	—	AMERICAN CENTY ETF TR - INTERNATIONAL LR	—	$1.5M	0.6%	19K	-6%
52	$GLD	SPDR GOLD TRUST	Financials	$1.5M	0.6%	3,818	-16%
53	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$1.4M	0.6%	40K	+1%
54	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$1.2M	0.5%	38K	+3%
55	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG	—	$1.2M	0.5%	43K	New
56	—	PACER FDS TR - US CASH COWS 100	—	$1.2M	0.5%	18K	-3%
57	$MSFT	MICROSOFT CORP	Technology	$1.1M	0.5%	2,231	-4%
58	—	THORNBURG ETF TR - MULTI SECTOR BD	—	$1.1M	0.4%	45K	+46%
59	$RTX	RTX Corp	Industrials	$1.1M	0.4%	5,756	New
60	$VRT	Vertiv Holdings Co	Technology	$1.0M	0.4%	4,284	-18%
61	$GOOGL	Alphabet Inc.	Technology	$1.0M	0.4%	2,975	-13%
62	$STX	Seagate Technology Holdings plc	Technology	$1.0M	0.4%	1,094	+245%
63	—	DIREXION SHARES ETF TRUST - DAILY 500 2X ETF	—	$1.0M	0.4%	4,526	-3%
64	—	INNOVATOR ETFS TRUST - EQUITY 1YR JANUA	—	$990K	0.4%	35K	—
65	—	ETF SER SOLUTIONS - CLEARSHS ULTRA	—	$984K	0.4%	9,835	+5%
66	—	PGIM ETF TR - PGIM ULTRA SH BD	—	$948K	0.4%	19K	+1%
67	$IVZ	Invesco Ltd.	Financials	$916K	0.4%	46K	+1%
68	—	ETF SER SOLUTIONS - VIDENT US BOND	—	$900K	0.3%	22K	-4%
69	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$868K	0.3%	5,154	+1%
70	—	ISHARES TR - US INFRASTRUC	—	$858K	0.3%	16K	-5%
71	$TSLA	Tesla, Inc.	Consumer Discretionary	$849K	0.3%	2,394	-8%
72	$PLTR	Palantir Technologies Inc.	Technology	$835K	0.3%	4,464	-8%
73	$PCAR	PACCAR INC	Industrials	$831K	0.3%	7,564	—
74	$JPM	JPMORGAN CHASE & CO	Financials	$823K	0.3%	2,487	-11%
75	$WEA	WESTERN ASSET PREMIER BOND FUND	Other	$801K	0.3%	80K	+0.6%
76	$DELL	Dell Technologies Inc.	Technology	$704K	0.3%	1,308	+5%
77	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	—	$687K	0.3%	7,600	-5%
78	—	ISHARES TR - CORE UNIVRSL USD	—	$648K	0.3%	15K	+7%
79	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$617K	0.2%	12K	—
80	—	ISHARES TR - CORE S&P500 ETF	—	$599K	0.2%	782	-37%
81	$IVZ	Invesco Ltd.	Financials	$589K	0.2%	30K	+2%
82	$IVZ	Invesco Ltd.	Financials	$567K	0.2%	31K	+5%
83	$META	Meta Platforms, Inc.	Technology	$564K	0.2%	778	-21%
84	$DUK	Duke Energy CORP	Utilities	$543K	0.2%	4,763	-1%
85	$ABBV	AbbVie Inc.	Healthcare	$536K	0.2%	2,049	+0.5%
86	—	INNOVATOR ETFS TRUST - EQUI DEFI SEPT	—	$490K	0.2%	18K	+69%
87	$VMI	VALMONT INDUSTRIES INC	Industrials	$450K	0.2%	973	-30%
88	—	ISHARES TR - TRUST ISHARE 0-1	—	$435K	0.2%	3,941	-30%
89	—	ISHARES TR - CORE 80 20 ETF	—	$433K	0.2%	4,449	+3%
90	$HPE	Hewlett Packard Enterprise Co	Technology	$424K	0.2%	6,634	—
91	$TNK	TEEKAY TANKERS LTD.	Industrials	$421K	0.2%	4,338	+9%
92	$ECL	ECOLAB INC.	Materials	$409K	0.2%	1,490	-6%
93	—	ISHARES TR - CORE 30 70 ETF	—	$399K	0.2%	9,886	+5%
94	—	ISHARES TR - CORE DIV GRWTH	—	$398K	0.2%	5,273	-0.4%
95	$COP	CONOCOPHILLIPS	Energy	$385K	0.1%	3,078	+0.9%
96	—	SCHWAB STRATEGIC TR - HIGH YIEL BD ETF	—	$384K	0.1%	15K	New
97	$CALY	Callaway Golf Co	Consumer Discretionary	$383K	0.1%	27K	-16%
98	—	ISHARES TR - CORE US AGGBD ET	—	$365K	0.1%	3,864	-10%
99	$IVZ	Invesco Ltd.	Financials	$364K	0.1%	23K	+20%
100	—	ETF SER SOLUTIONS - VIDEN EQUIT ETF	—	$364K	0.1%	9,197	+0.3%
101	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$361K	0.1%	10K	New
102	$GOOG	Alphabet Inc.	Technology	$348K	0.1%	1,023	-1%
103	$DE	DEERE & CO	Industrials	$346K	0.1%	515	+10%
104	$MU	MICRON TECHNOLOGY INC	Technology	$341K	0.1%	320	+3%
105	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI	—	$332K	0.1%	12K	-0.3%
106	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$317K	0.1%	8,895	+9%
107	$EVR	Evercore Inc.	Financials	$312K	0.1%	1,213	-0.8%
108	$KO	COCA COLA CO	Consumer Staples	$306K	0.1%	3,552	-2%
109	$ENB	ENBRIDGE INC	Energy	$304K	0.1%	6,542	—
110	$IVZ	Invesco Ltd.	Financials	$298K	0.1%	15K	-10%
111	$AMD	ADVANCED MICRO DEVICES INC	Technology	$290K	0.1%	474	-37%
112	—	INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26	—	$290K	0.1%	13K	—
113	—	ISHARES TR - ISHS 1-5YR INVS	—	$288K	0.1%	5,629	+11%
114	$PEP	PEPSICO INC	Consumer Staples	$287K	0.1%	2,261	-0.9%
115	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$285K	0.1%	5,424	-27%
116	—	INNOVATOR ETFS TRUST - EQUITY DEF PROTN	—	$277K	0.1%	10K	—
117	—	INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027	—	$275K	0.1%	12K	+19%
118	$MIRM	Mirum Pharmaceuticals, Inc.	Healthcare	$275K	0.1%	3,213	-5%
119	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 JULY	—	$271K	0.1%	8,974	New
120	$CAT	CATERPILLAR INC	Industrials	$268K	0.1%	330	-18%
121	$PANW	Palo Alto Networks Inc	Technology	$254K	0.1%	639	-20%
122	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$253K	0.1%	278	-3%
123	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$251K	0.1%	3,572	New
124	$WPC	W. P. Carey Inc.	Real Estate	$250K	0.1%	3,870	-0.2%
125	—	VANECK ETF TRUST - JP MRGAN EM LOC	—	$247K	0.1%	9,950	New
126	—	ISHARES TR - RUSSELL 2000 ETF	—	$246K	0.1%	885	—
127	$C	CITIGROUP INC	Financials	$238K	0.1%	1,837	-26%
128	$VTIX	Virtuix Holdings Inc.	Technology	$238K	0.1%	193K	+300%
129	—	ISHARES TR - CORE 60 BALA ETF	—	$237K	0.1%	3,458	+3%
130	$LLY	ELI LILLY & Co	Healthcare	$231K	0.1%	199	-22%
131	$CAMT	CAMTEK LTD	Technology	$222K	0.1%	1,432	-25%
132	—	SPDR SERIES TRUST - ST STR SP AERO	—	$222K	0.1%	959	-27%
133	—	TOUCHSTONE ETF TRUST - STRAT INCOM ETF	—	$219K	0.1%	8,917	New
134	—	ISHARES TR - MSCI ACWI EX US	—	$211K	0.1%	2,784	—
135	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$208K	0.1%	2,439	—
136	—	ISHARES TR - PFD AND INCM SEC	—	$208K	0.1%	7,035	—
137	$TPL	Texas Pacific Land Corp	Financials	$205K	0.1%	629	—
138	$IVZ	Invesco Ltd.	Financials	$183K	0.1%	12K	New
139	—	ISHARES TR - MSCI EMG MKT ETF	—	$125K	0.1%	1,871	-97%
140	$UIS	UNISYS CORP	Technology	$76K	0.0%	33K	—
141	$GOOGL CALL	Alphabet Inc.	Technology	$34K	—	100	New

What changed in Q3 2026

Against the previous quarter's 13F: 12 new, 48 added to, 65 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

$SPYCALLSPDR S&P 500 ETF TRUST$459.5M
first bought this quarter
CALLDIREXION SHARES ETF TRUST - DA 500 BU 3X ETF$41.3M
first bought this quarter
CALLISHARES TR - MSCI EMG MKT ETF$3.9M
first bought this quarter
INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG$1.2M
first bought this quarter
$RTXRTX Corp$1.1M
first bought this quarter
SCHWAB STRATEGIC TR - HIGH YIEL BD ETF$384K
first bought this quarter

+6 more in the Excel export

Added to (48)

$STXSeagate Technology Holdings plc+245%
now $1.0M · held 2 qtrs, 2 adds in a row
J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR+21%
now $3.3M
USCF ETF TR - MIDS ENE INC ETF+17%
now $3.8M
FIDELITY MERRIMACK STR TR - TOTAL BD ETF+6%
now $9.0M
$TXNTEXAS INSTRUMENTS INC+28%
now $2.0M · held 11+ qtrs
EA SERIES TRUST - TBG DIVID FO ETF+17%
now $2.8M

+42 more in the Excel export

Trimmed (65)

$SPYSPDR S&P 500 ETF TRUST-100%
now $1.9M · held 11+ qtrs
DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF-66%
now $17.1M
ISHARES TR - MSCI EMG MKT ETF-97%
now $125K
VANGUARD SCOTTSDALE FDS - INT-TERM CORP-7%
now $20.3M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-8%
now $11.1M
$NVDANVIDIA CORP-10%
now $5.8M · held 11+ qtrs

+59 more in the Excel export

Sold out (7)

VANECK ETF TRUST - GOLD MINERS ETFwas $744K
$TJXTJX COMPANIES INC /DE/was $663K
held 2 qtrs
$MOALTRIA GROUP, INC.was $212K
held 1 qtr
ISHARES TR - 1 3 YR TREAS BDwas $207K
ISHARES TR - 0-5YR HI YL CPwas $202K
ISHARES TR - S&P MC 400GR ETFwas $200K

+1 more in the Excel export

Firm AUM (Form ADV): $1.1B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Insight Wealth Partners, LLC has filed, 27 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Insight Wealth Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

0.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 15% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

86%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Insight Wealth Partners, LLC disclosed 141 positions worth $759.1M in its Form 13F-HR for Q3 2026 — $254.4M in common stock plus $504.7M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 12 new positions and exited 7 — including a new stake in $SPY. The portfolio is most concentrated in Other (72.4% of disclosed assets). All figures are sourced directly from Insight Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1627003.

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AI-Powered Hedge Fund Analysis: Insight Wealth Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Insight Wealth Partners, LLC (SEC CIK: 1627003), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Insight Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.