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Insight Wealth Partners

Latest statistics and disclosures from Insight Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPXL, VCIT, JPST, LQD, and represent 74.06% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPXL (+$8.8M), SPY, XOM, ZAUG, RTX, STX, JPLD, UMI, FBND, TXN.
Started 10 new stock positions in BND, SIO, BALT, BSCV, ZJUL, SCYB, EMLC, XOM, RTX, ZAUG.
Reduced shares in these 10 stocks: , VCIT, JPST, GDX, NVDA, TJX, SOXX, SNPE, IVV, GLD.
Sold out of its positions in MO, DBI, Exxon Mobil Corporation, SHY, IJK, SHYG, TJX, GDX.
Insight Wealth Partners was a net buyer of stock by $11M.
Insight Wealth Partners has $759M in assets under management (AUM), dropping by 1.92%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 137 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	60.8	$461M		605k	762.65	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	7.7	$58M	+17%	208k	281.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$20M	-6%	259k	78.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.5	$11M	-7%	221k	50.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.5	$11M	+2%	109k	102.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$9.0M	+6%	208k	43.30	View chart
Ford Motor Company (F)	1.0	$7.8M		648k	12.06	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$7.2M	+3%	141k	51.12	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.9	$7.0M	+3%	157k	44.64	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$6.0M		67k	89.31	View chart
NVIDIA Corporation (NVDA)	0.8	$5.8M	-10%	26k	228.38	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.6	$4.9M	+5%	110k	44.59	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$4.9M	+5%	47k	104.04	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.6	$4.9M	-2%	251k	19.56	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$4.6M		60k	77.21	View chart
Ishares Tr Faln Angls Usd (FALN)	0.6	$4.3M	+5%	166k	25.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$4.1M		53k	78.10	View chart
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)	0.5	$4.0M		61k	66.79	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$4.0M	-13%	7.0k	568.64	View chart
Uscf Etf Tr Mids Ene Inc Etf (UMI)	0.5	$3.8M	+17%	67k	56.57	View chart
RBB Us Treasy 2 Yr (UTWO)	0.5	$3.5M		73k	47.34	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.4	$3.4M	-10%	48k	69.93	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$3.3M	+21%	65k	51.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$3.3M		36k	90.84	View chart
Apple (AAPL)	0.4	$3.2M	-6%	9.6k	333.00	View chart
Broadcom (AVGO)	0.4	$2.9M	-6%	8.1k	351.20	View chart
Ea Series Trust Tbg Divid Fo Etf (TBG)	0.4	$2.8M	+17%	76k	36.10	View chart
Sandisk Corp (SNDK)	0.3	$2.6M	-5%	1.5k	1739.89	View chart
Amazon (AMZN)	0.3	$2.6M	-2%	11k	249.15	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.6M		26k	101.10	View chart
Ishares Tr Cmbs Etf (CMBS)	0.3	$2.6M	+4%	55k	47.28	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.3	$2.4M	-3%	29k	82.25	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$2.4M	+4%	27k	86.99	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$2.2M	+3%	19k	116.44	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.2M	-9%	20k	109.38	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$2.1M		102k	20.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.1M	-8%	18k	117.77	View chart
Capitol Ser Tr Fair Ta Sect Etf (TACK)	0.3	$2.0M		65k	31.37	View chart
Texas Instruments Incorporated (TXN)	0.3	$2.0M	+27%	7.0k	280.09	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.8M	+17%	53k	34.54	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$1.8M	NEW	11k	162.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.8M	-12%	18k	103.24	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.8M	-5%	32k	54.95	View chart
Diamondback Energy (FANG)	0.2	$1.7M		9.5k	183.81	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.7M		55k	31.27	View chart
Chevron Corporation (CVX)	0.2	$1.7M		8.3k	204.21	View chart
Cisco Systems (CSCO)	0.2	$1.7M		16k	107.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.7M		22k	77.25	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$1.5M	-5%	19k	79.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.5M	-15%	3.8k	380.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.4M		40k	35.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M	+2%	38k	32.53	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.2	$1.2M	NEW	43k	27.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.2M	-3%	18k	66.76	View chart
Microsoft Corporation (MSFT)	0.2	$1.1M	-3%	2.2k	512.90	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.1	$1.1M	+46%	45k	24.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	NEW	5.8k	185.65	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.1	$1.1M	-10%	3.1k	344.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.0M	-17%	4.3k	241.31	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.0M	+245%	1.1k	922.34	View chart
Direxion Shares Etf Trust Daily 500 2x Etf (SPUU)	0.1	$1.0M	-3%	4.5k	221.61	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$990k		35k	28.43	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$985k	+4%	9.8k	100.10	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$948k		19k	49.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$916k		46k	20.12	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$900k	-4%	22k	41.54	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$868k		5.2k	168.41	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$858k	-5%	16k	55.03	View chart
Tesla Motors (TSLA)	0.1	$849k	-8%	2.4k	354.81	View chart
Palantir Technologies Cl A (PLTR)	0.1	$835k	-7%	4.5k	187.05	View chart
Paccar (PCAR)	0.1	$831k		7.6k	109.81	View chart
JPMorgan Chase & Co. (JPM)	0.1	$823k	-10%	2.5k	330.82	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.1	$802k		81k	9.96	View chart
Dell Technologies CL C (DELL)	0.1	$704k	+4%	1.3k	537.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$687k	-5%	7.6k	90.43	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$648k	+6%	15k	44.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$617k		12k	50.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$599k	-37%	782.00	766.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$589k	+2%	30k	19.55	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$568k	+5%	31k	18.20	View chart
Meta Platforms Cl A (META)	0.1	$564k	-20%	778.00	725.26	View chart
Duke Energy Corp Com New (DUK)	0.1	$543k		4.8k	114.01	View chart
Abbvie (ABBV)	0.1	$536k		2.0k	261.60	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$490k	+68%	18k	27.84	View chart
Valmont Industries (VMI)	0.1	$451k	-29%	973.00	462.98	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$435k	-29%	3.9k	110.32	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$433k	+2%	4.4k	97.28	View chart
Hewlett Packard Enterprise (HPE)	0.1	$424k		6.6k	63.89	View chart
Teekay Tankers Cl A (TNK)	0.1	$421k	+9%	4.3k	97.06	View chart
Ecolab (ECL)	0.1	$409k	-6%	1.5k	274.58	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$399k	+5%	9.9k	40.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$398k		5.3k	75.39	View chart
ConocoPhillips (COP)	0.1	$385k		3.1k	125.15	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.1	$384k	NEW	15k	25.24	View chart
Callaway Golf Company (CALY)	0.1	$383k	-16%	27k	14.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$365k	-10%	3.9k	94.54	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$364k	+20%	23k	16.14	View chart
Etf Ser Solutions Viden Equit Etf (VIDI)	0.0	$364k		9.2k	39.60	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$362k	NEW	10k	34.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$349k		1.0k	340.63	View chart
Deere & Company (DE)	0.0	$346k	+10%	515.00	671.55	View chart
Micron Technology (MU)	0.0	$341k	+3%	320.00	1065.11	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.0	$332k		12k	27.04	View chart
Enterprise Products Partners (EPD)	0.0	$317k	+9%	8.9k	35.61	View chart
Evercore Class A (EVR)	0.0	$312k		1.2k	257.50	View chart
Coca-Cola Company (KO)	0.0	$306k	-2%	3.6k	86.09	View chart
Enbridge (ENB)	0.0	$304k		6.5k	46.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$298k	-10%	15k	19.52	View chart
Advanced Micro Devices (AMD)	0.0	$290k	-36%	474.00	611.76	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$290k		13k	22.82	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$288k	+10%	5.6k	51.23	View chart
Pepsi (PEP)	0.0	$287k		2.3k	126.72	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$285k	-26%	5.4k	52.62	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$277k		11k	26.37	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$275k	+19%	13k	22.11	View chart
Mirum Pharmaceuticals (MIRM)	0.0	$275k	-4%	3.2k	85.48	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.0	$272k	NEW	9.0k	30.25	View chart
Caterpillar (CAT)	0.0	$268k	-18%	330.00	810.79	View chart
Palo Alto Networks (PANW)	0.0	$254k	-20%	639.00	397.31	View chart
Costco Wholesale Corporation (COST)	0.0	$253k	-3%	278.00	910.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$251k	NEW	3.6k	70.15	View chart
Wp Carey (WPC)	0.0	$250k		3.9k	64.63	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$247k	NEW	10k	24.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$246k		885.00	277.89	View chart
Citigroup Com New (C)	0.0	$238k	-26%	1.8k	129.48	View chart
Virtuix Holdings Com Cl A (VTIX)	0.0	$238k	+300%	193k	1.23	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$237k	+2%	3.5k	68.52	View chart
Eli Lilly & Co. (LLY)	0.0	$231k	-21%	199.00	1158.49	View chart
Camtek Ord (CAMT)	0.0	$222k	-25%	1.4k	155.25	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$222k	-26%	959.00	231.33	View chart
Touchstone Etf Trust Strat Incom Etf (SIO)	0.0	$219k	NEW	8.9k	24.59	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$211k		2.8k	75.62	View chart
Colgate-Palmolive Company (CL)	0.0	$208k		2.4k	85.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$208k		7.0k	29.50	View chart
Texas Pacific Land Corp (TPL)	0.0	$205k		629.00	325.83	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$183k	NEW	12k	15.77	View chart
Unisys Corp Com New (UIS)	0.0	$76k		33k	2.31	View chart

Past Filings by Insight Wealth Partners

SEC 13F filings are viewable for Insight Wealth Partners going back to 2019

Insight Wealth Partners 2026 Q3 filed Oct. 26, 2026
Insight Wealth Partners 2026 Q2 filed Aug. 6, 2026
Insight Wealth Partners 2026 Q1 filed May 14, 2026
Insight Wealth Partners 2025 Q4 filed Feb. 17, 2026
Insight Wealth Partners 2025 Q3 filed Nov. 12, 2025
Insight Wealth Partners 2025 Q2 filed July 31, 2025
Insight Wealth Partners 2024 Q4 filed Feb. 14, 2025
Insight Wealth Partners 2024 Q3 filed Nov. 13, 2024
Insight Wealth Partners 2024 Q2 filed July 18, 2024
Insight Wealth Partners 2024 Q1 filed May 10, 2024
Insight Wealth Partners 2023 Q3 filed Oct. 30, 2023
Insight Wealth Partners 2023 Q2 filed Aug. 11, 2023
Insight Wealth Partners 2023 Q1 filed May 12, 2023
Insight Wealth Partners 2022 Q4 filed Feb. 1, 2023
Insight Wealth Partners 2022 Q3 filed Dec. 1, 2022
Insight Wealth Partners 2022 Q2 filed July 13, 2022

View all past filings

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