Insight Wealth Partners, LLC
13F Reported Value
ⓘ$744.8M
Holdings
135
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Insight Wealth Partners, LLC disclosed 135 positions worth $744.8M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 60.3% of the equity portfolio. During the quarter the fund opened 23 new positions and exited 8 and a full exit from $SPY. The portfolio is most concentrated in Other (90.3% 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
Concentrating
$SPYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$449.4M601,827 sh DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF
—Quality
$47.7M176,249 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$22.9M277,432 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$12.1M240,079 shISHARES TR - IBOXX INV CP ETF
—Quality
$11.6M106,526 sh- 54.9
Quality
$9.0M647,831 sh FIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$8.9M195,769 shJ P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$7.3M136,459 shVICTORY PORTFOLIOS II - CORE BD ETF
—Quality
$7.1M152,068 shISHARES TR - 7-10 YR TRSY BD
—Quality
$6.4M68,061 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $449.4M | 601,827 |
| DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | — | $47.7M | 176,249 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $22.9M | 277,432 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $12.1M | 240,079 |
| ISHARES TR - IBOXX INV CP ETF | — | $11.6M | 106,526 |
 FORD MOTOR CO$F | 54.9 | $9.0M | 647,831 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $8.9M | 195,769 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $7.3M | 136,459 |
| VICTORY PORTFOLIOS II - CORE BD ETF | — | $7.1M | 152,068 |
| ISHARES TR - 7-10 YR TRSY BD | — | $6.4M | 68,061 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Insight Wealth Partners, LLC's 135 positions.
Showing top 10 of 135 holdings.
Sector Allocation
Other
$672.4M
Technology
$26.9M
Financials
$19.2M
Industrials
$13.1M
Energy
$5.5M
Consumer Discretionary
$4.2M
Healthcare
$1.2M
Consumer Staples
$1.0M
Full Holdings — Insight Wealth Partners, LLC (Q2 2026)
All 135 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 | $SPY | SPDR S&P 500 ETF TRUST | $449.4M | 60.3% | NEW | — |
| 2 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | $47.7M | 6.4% | +82% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $22.9M | 3.1% | +2% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $12.1M | 1.6% | -13% | — |
| 5 | — | ISHARES TR - IBOXX INV CP ETF | $11.6M | 1.6% | -24% | — |
| 6 | $F | FORD MOTOR CO | $9.0M | 1.2% | +1269% | 54.9 |
| 7 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $8.9M | 1.2% | -23% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $7.3M | 1.0% | +11% | — |
| 9 | — | VICTORY PORTFOLIOS II - CORE BD ETF | $7.1M | 1.0% | +11% | — |
| 10 | — | ISHARES TR - 7-10 YR TRSY BD | $6.4M | 0.9% | -6% | — |
| 11 |  $NVDA | NVIDIA CORP | $5.7M | 0.8% | +2% | 85.9 |
| 12 | — | PRINCIPAL EXCHANGE TRADED FD - PRNC INVT GRAD | $5.3M | 0.7% | +13% | — |
| 13 | — | ISHARES TR - ISHARES SEMICDTR | $5.2M | 0.7% | +4% | — |
| 14 | — | ISHARES TR - TIPS BD ETF | $4.9M | 0.7% | -26% | — |
| 15 |  $IVZ | Invesco Ltd. | $4.9M | 0.7% | -26% | — |
| 16 | — | ISHARES TR - IBOXX HI YD ETF | $4.8M | 0.6% | -18% | — |
| 17 | — | ISHARES TR - FALN ANGLS USD | $4.3M | 0.6% | -15% | — |
| 18 | — | ISHARES TR - MSCI EMG MKT ETF | $4.2M | 0.6% | NEW | — |
| 19 |  $IAU | ISHARES GOLD TRUST | $4.0M | 0.5% | +1% | — |
| 20 | — | DBX ETF TR - XTRACKRS S&P 500 | $3.7M | 0.5% | +6% | — |
| 21 |  $SNDK | Sandisk Corp | $3.7M | 0.5% | +0% | 87.7 |
| 22 | — | RBB FD INC - US TREASY 2 YR | $3.5M | 0.5% | +24% | — |
| 23 | — | ISHARES TR - JPMORGAN USD EMG | $3.5M | 0.5% | -23% | — |
| 24 | — | USCF ETF TR - MIDS ENE INC ETF | $3.4M | 0.5% | +9% | — |
| 25 |  $AVGO | Broadcom Inc. | $3.3M | 0.4% | +12% | 84.5 |
| 26 |  $AAPL | Apple Inc. | $3.0M | 0.4% | +5% | 76.4 |
| 27 | — | ISHARES TR - NATIONAL MUN ETF | $2.8M | 0.4% | -23% | — |
| 28 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | $2.8M | 0.4% | NEW | — |
| 29 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.7M | 0.4% | +14% | — |
| 30 | — | ISHARES TR - BBB RATED CORP | $2.6M | 0.3% | +12% | — |
| 31 |  $AMZN | AMAZON COM INC | $2.6M | 0.3% | -0% | 68.7 |
| 32 | — | ISHARES TR - CMBS ETF | $2.6M | 0.3% | -26% | — |
| 33 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.4M | 0.3% | +6% | — |
| 34 | — | PIMCO ETF TR - ACTIVE BD ETF | $2.4M | 0.3% | -28% | — |
| 35 | — | EA SERIES TRUST - TBG DIVID FO ETF | $2.4M | 0.3% | +8% | — |
| 36 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $2.3M | 0.3% | +1% | — |
| 37 | $IVZ | Invesco Ltd. | $2.3M | 0.3% | +0% | — |
| 38 | — | ISHARES TR - MSCI AC ASIA ETF | $2.2M | 0.3% | +87% | — |
| 39 | — | CAPITOL SER TR - FAIR TA SECT ETF | $2.0M | 0.3% | +3% | — |
| 40 | — | DBX ETF TR - XTRACK MSCI EAFE | $1.9M | 0.3% | +22% | — |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.3% | -2% | 70.3 |
| 42 |  $VRT | Vertiv Holdings Co | $1.7M | 0.2% | -1% | 81 |
| 43 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.7M | 0.2% | -26% | — |
| 44 |  $GLD | SPDR GOLD TRUST | $1.7M | 0.2% | +1% | — |
| 45 |  $FANG | Diamondback Energy, Inc. | $1.7M | 0.2% | +0% | 76.1 |
| 46 |  $PHYS | Sprott Physical Gold Trust | $1.6M | 0.2% | +0% | — |
| 47 |  $TXN | TEXAS INSTRUMENTS INC | $1.6M | 0.2% | -4% | 73.4 |
| 48 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $1.5M | 0.2% | +20% | — |
| 49 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $1.5M | 0.2% | -8% | — |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $1.5M | 0.2% | +16% | 57.9 |
| 51 |  $CVX | CHEVRON CORP | $1.4M | 0.2% | +299% | 62.8 |
| 52 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.3M | 0.2% | -0% | — |
| 53 |  $GOOG | Alphabet Inc. | $1.2M | 0.2% | -1% | 78.2 |
| 54 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.2M | 0.2% | -1% | — |
| 55 | — | PACER FDS TR - US CASH COWS 100 | $1.2M | 0.1% | -23% | — |
| 56 |  $TSLA | Tesla, Inc. | $1.1M | 0.1% | +3% | 53.9 |
| 57 | — | ISHARES TR - US INFRASTRUC | $1.0M | 0.1% | +8% | — |
| 58 | — | DIREXION SHARES ETF TRUST - DAILY 500 2X ETF | $1.0M | 0.1% | -1% | — |
| 59 | — | ETF SER SOLUTIONS - VIDENT US BOND | $988,338 | 0.1% | +11% | — |
| 60 | — | INNOVATOR ETFS TRUST - EQUITY 1YR JANUA | $975,220 | 0.1% | +0% | — |
| 61 | — | PGIM ETF TR - PGIM ULTRA SH BD | $940,162 | 0.1% | -3% | — |
| 62 | — | ETF SER SOLUTIONS - CLEARSHS ULTRA | $939,204 | 0.1% | -6% | — |
| 63 | — | ISHARES TR - CORE S&P500 ETF | $934,003 | 0.1% | +15% | — |
| 64 | $IVZ | Invesco Ltd. | $914,939 | 0.1% | +4% | — |
| 65 |  $JPM | JPMORGAN CHASE & CO | $911,755 | 0.1% | -4% | 70.7 |
| 66 |  $PCAR | PACCAR INC | $908,588 | 0.1% | +0% | 56.5 |
| 67 |  $MSFT | MICROSOFT CORP | $865,504 | 0.1% | -0% | 79.8 |
| 68 |  $WEA | WESTERN ASSET PREMIER BOND FUND | $851,480 | 0.1% | -8% | — |
| 69 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $809,271 | 0.1% | +2% | — |
| 70 |  $VMI | VALMONT INDUSTRIES INC | $801,131 | 0.1% | NEW | 60.7 |
| 71 | — | THORNBURG ETF TR - MULTI SECTOR BD | $777,713 | 0.1% | NEW | — |
| 72 | — | VANECK ETF TRUST - GOLD MINERS ETF | $743,855 | 0.1% | +1% | — |
| 73 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $733,184 | 0.1% | NEW | — |
| 74 |  $TJX | TJX COMPANIES INC /DE/ | $663,116 | 0.1% | -1% | 68.7 |
| 75 | — | ISHARES TR - CORE UNIVRSL USD | $634,411 | 0.1% | -32% | — |
| 76 | — | ISHARES TR - TRUST ISHARE 0-1 | $619,726 | 0.1% | +7% | — |
| 77 |  $CALY | Callaway Golf Co | $610,882 | 0.1% | -0% | 26.1 |
| 78 |  $DUK | Duke Energy CORP | $609,230 | 0.1% | NEW | 56.4 |
| 79 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $601,947 | 0.1% | -5% | — |
| 80 | $IVZ | Invesco Ltd. | $579,290 | 0.1% | -1% | — |
| 81 |  $PLTR | Palantir Technologies Inc. | $564,333 | 0.1% | -0% | 84.6 |
| 82 |  $META | Meta Platforms, Inc. | $551,504 | 0.1% | -10% | 79.6 |
| 83 | $IVZ | Invesco Ltd. | $551,250 | 0.1% | +3% | — |
| 84 |  $DELL | Dell Technologies Inc. | $538,894 | 0.1% | NEW | 71.2 |
| 85 |  $ABBV | AbbVie Inc. | $512,842 | 0.1% | -18% | 72.6 |
| 86 |  $ECL | ECOLAB INC. | $442,154 | 0.1% | -6% | 63.3 |
| 87 |  $AMD | ADVANCED MICRO DEVICES INC | $436,263 | 0.1% | NEW | 79.8 |
| 88 |  $CAT | CATERPILLAR INC | $429,155 | 0.1% | NEW | 66.5 |
| 89 | — | ISHARES TR - CORE US AGGBD ET | $427,099 | 0.1% | -8% | — |
| 90 | — | ISHARES TR - CORE 80 20 ETF | $421,643 | 0.1% | +16% | — |
| 91 |  $EVR | Evercore Inc. | $417,581 | 0.1% | -2% | 76.9 |
| 92 | — | ISHARES TR - CORE DIV GRWTH | $401,081 | 0.1% | -4% | — |
| 93 |  $MIRM | Mirum Pharmaceuticals, Inc. | $394,994 | 0.1% | NEW | 35 |
| 94 | — | ISHARES TR - CORE 30 70 ETF | $389,953 | 0.1% | +0% | — |
| 95 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $377,565 | 0.1% | NEW | — |
| 96 | — | SPDR SERIES TRUST - ST STR SP AERO | $370,244 | 0.1% | +28% | — |
| 97 |  $GOOGL | Alphabet Inc. | $366,560 | 0.1% | +43% | 78.2 |
| 98 | — | ETF SER SOLUTIONS - VIDEN EQUIT ETF | $357,878 | 0.1% | +47% | — |
| 99 |  $MU | MICRON TECHNOLOGY INC | $357,830 | 0.1% | NEW | 86.2 |
| 100 |  $ENB | ENBRIDGE INC | $354,642 | 0.1% | NEW | 66.7 |
| 101 |  $C | CITIGROUP INC | $348,640 | 0.1% | NEW | 65 |
| 102 | $IVZ | Invesco Ltd. | $331,710 | 0.0% | -5% | — |
| 103 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI | $327,965 | 0.0% | NEW | — |
| 104 |  $COP | CONOCOPHILLIPS | $317,036 | 0.0% | +1% | 70.2 |
| 105 | $IVZ | Invesco Ltd. | $312,044 | 0.0% | +16% | — |
| 106 |  $CAMT | CAMTEK LTD | $311,722 | 0.0% | NEW | — |
| 107 |  $PEP | PEPSICO INC | $308,847 | 0.0% | +1% | 63.4 |
| 108 |  $STX | Seagate Technology Holdings plc | $305,905 | 0.0% | NEW | — |
| 109 |  $LLY | ELI LILLY & Co | $305,779 | 0.0% | -17% | 87.5 |
| 110 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $299,410 | 0.0% | -6% | 61.4 |
| 111 |  $HPE | Hewlett Packard Enterprise Co | $299,260 | 0.0% | NEW | 70.5 |
| 112 |  $DE | DEERE & CO | $296,866 | 0.0% | +0% | 55.4 |
| 113 |  $KO | COCA COLA CO | $295,510 | 0.0% | +5% | 69.5 |
| 114 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $291,552 | 0.0% | -1% | — |
| 115 | — | INNOVATOR ETFS TRUST - EQUI DEFI SEPT | $287,002 | 0.0% | -1% | — |
| 116 |  $WPC | W. P. Carey Inc. | $277,277 | 0.0% | +0% | 65.9 |
| 117 |  $TPL | Texas Pacific Land Corp | $275,276 | 0.0% | +0% | 73 |
| 118 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $272,505 | 0.0% | +0% | — |
| 119 |  $PANW | Palo Alto Networks Inc | $272,475 | 0.0% | NEW | 65.5 |
| 120 |  $COST | COSTCO WHOLESALE CORP /NEW | $268,480 | 0.0% | +9% | 66.2 |
| 121 | — | ISHARES TR - RUSSELL 2000 ETF | $265,898 | 0.0% | +0% | — |
| 122 | — | ISHARES TR - ISHS 1-5YR INVS | $265,824 | 0.0% | +0% | — |
| 123 |  $TNK | TEEKAY TANKERS LTD. | $257,729 | 0.0% | -1% | — |
| 124 | — | ISHARES TR - CORE 60 BALA ETF | $234,215 | 0.0% | +0% | — |
| 125 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $233,355 | 0.0% | -7% | — |
| 126 |  $CL | COLGATE PALMOLIVE CO | $223,608 | 0.0% | +0% | 61.3 |
| 127 | — | ISHARES TR - PFD AND INCM SEC | $214,497 | 0.0% | +0% | — |
| 128 |  $MO | ALTRIA GROUP, INC. | $212,037 | 0.0% | NEW | 67.4 |
| 129 | — | ISHARES TR - MSCI ACWI EX US | $211,890 | 0.0% | NEW | — |
| 130 | — | ISHARES TR - 1 3 YR TREAS BD | $206,589 | 0.0% | -5% | — |
| 131 | — | ISHARES TR - 0-5YR HI YL CP | $202,028 | 0.0% | -7% | — |
| 132 | — | ISHARES TR - S&P MC 400GR ETF | $200,455 | 0.0% | NEW | — |
| 133 |  $VTIX | Virtuix Holdings Inc. | $147,309 | 0.0% | +0% | 20.1 |
| 134 |  $UIS | UNISYS CORP | $120,264 | 0.0% | +0% | 32.1 |
| 135 |  $DBI | Designer Brands Inc. | $67,774 | 0.0% | NEW | 46.9 |
New Positions (23)
$VMI VALMONT INDUSTRIES INC$801,131$DUK Duke Energy CORP$609,230$DELL Dell Technologies Inc.$538,894$AMD ADVANCED MICRO DEVICES INC$436,263$CAT CATERPILLAR INC$429,155$MIRM Mirum Pharmaceuticals, Inc.$394,994$MU MICRON TECHNOLOGY INC$357,830$ENB ENBRIDGE INC$354,642$C CITIGROUP INC$348,640
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