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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, VCIT, SPXL, LQD, JPST, and represent 75.30% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IEF, UTWO, SNDK, AAXJ, ZJAN, AA, ZALT, TJX, FBND, PJAN.
Started 15 new stock positions in Virtuix Holdings, PJAN, TPL, GS, TNK, AA, ZJAN, AAXJ, ZFEB, TJX. BP, SNDK, UTWO, WMT, XAR.
Reduced shares in these 10 stocks: IAU, SPY, CVNA, RKLB, BROS, PHYS, BALT, KE, ABT, APP.
Sold out of its positions in ABT, APP, CVNA, BROS, QBTS, BALT, IBM, KE, HOOD, RKLB. BND.
Insight Wealth Partners was a net buyer of stock by $8.8M.
Insight Wealth Partners has $713M in assets under management (AUM), dropping by -2.27%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 118 positions in its portfolio as reported in the March 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)	65.5	$467M		718k	650.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.2	$23M		273k	82.75	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu Call Option (SPXL)	2.6	$18M		99k	184.89	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.1	$15M	+3%	140k	108.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$14M	+2%	276k	50.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.6	$12M	+6%	253k	45.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.0	$6.9M	+106%	73k	95.44	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$6.7M	+5%	61k	110.36	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$6.6M	+7%	142k	46.83	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$6.6M		123k	53.77	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.9	$6.4M		136k	47.02	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.8	$5.8M	+6%	73k	79.56	View chart
Ishares Tr Faln Angls Usd (FALN)	0.7	$4.9M	+5%	184k	26.72	View chart
NVIDIA Corporation (NVDA)	0.7	$4.9M		28k	174.40	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.7	$4.7M	+2%	227k	20.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$4.7M	-42%	53k	88.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$4.4M	+4%	47k	93.93	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.6M		34k	106.15	View chart
Ishares Tr Cmbs Etf (CMBS)	0.5	$3.5M	+6%	71k	48.73	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$3.4M	+7%	36k	92.28	View chart
Uscf Etf Tr Midstream Energy (UMI)	0.4	$3.1M	+7%	53k	58.59	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.4	$3.0M	+2%	51k	59.55	View chart
RBB Us Treasy 2 Yr (UTWO)	0.4	$2.8M	NEW	59k	48.28	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$2.6M		7.8k	328.64	View chart
Apple (AAPL)	0.3	$2.5M		9.8k	253.79	View chart
Broadcom (AVGO)	0.3	$2.4M		7.7k	309.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$2.3M	-9%	29k	79.27	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.3	$2.3M		27k	86.34	View chart
Amazon (AMZN)	0.3	$2.3M		11k	208.27	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$2.3M		104k	21.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.2M		22k	99.86	View chart
Ea Series Trust Tbg Dividend Foc (TBG)	0.3	$2.1M	+11%	61k	34.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.0M	+2%	18k	110.47	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.9M	+8%	18k	110.78	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$1.9M	-25%	55k	35.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.9M	+5%	4.5k	430.29	View chart
Diamondback Energy (FANG)	0.3	$1.9M		9.5k	197.79	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$1.9M		62k	30.40	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.6M	+113%	49k	32.46	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.6M	+2%	9.4k	169.66	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.5M	-4%	24k	62.56	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.4M	+14%	28k	49.40	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$1.3M		5.3k	250.58	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$1.2M	+14%	17k	74.83	View chart
Cisco Systems (CSCO)	0.2	$1.2M	-3%	16k	77.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.2M	-2%	40k	29.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M		37k	30.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M		5.8k	192.90	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.1M	+21%	5.7k	194.14	View chart
Sandisk Corp (SNDK)	0.1	$1.0M	NEW	1.6k	635.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1000k	-2%	3.5k	287.57	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$999k		10k	100.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$972k		20k	49.50	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$955k	NEW	9.9k	96.29	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$950k	NEW	35k	27.26	View chart
Tesla Motors (TSLA)	0.1	$942k	+16%	2.5k	371.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$934k	+8%	20k	46.19	View chart
Alcoa (AA)	0.1	$927k	NEW	14k	66.33	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.1	$916k	-8%	87k	10.58	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$900k	+6%	9.8k	91.77	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$885k	+2%	20k	43.39	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$884k		43k	20.42	View chart
Paccar (PCAR)	0.1	$874k	-3%	7.6k	115.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$871k	+3%	15k	57.20	View chart
Microsoft Corporation (MSFT)	0.1	$861k		2.3k	370.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$851k	+2%	2.9k	294.17	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.1	$786k	-17%	28k	28.62	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPUU)	0.1	$784k	-4%	4.7k	165.35	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$732k		5.0k	146.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$710k	-7%	4.9k	146.28	View chart
TJX Companies (TJX)	0.1	$710k	NEW	4.4k	159.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$706k	+55%	1.1k	653.21	View chart
Meta Platforms Cl A (META)	0.1	$623k		1.1k	572.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$594k	NEW	13k	46.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$585k		30k	19.62	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$581k	-27%	5.3k	110.39	View chart
Ford Motor Company (F)	0.1	$546k		47k	11.54	View chart
Abbvie (ABBV)	0.1	$541k	-8%	2.5k	217.49	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$539k		29k	18.66	View chart
Wal-Mart Stores (WMT)	0.1	$482k	NEW	3.9k	124.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$463k	+13%	4.7k	99.27	View chart
Callaway Golf Company (CALY)	0.1	$453k	+8%	33k	13.88	View chart
Ecolab (ECL)	0.1	$448k	-4%	1.7k	266.02	View chart
Chevron Corporation (CVX)	0.1	$432k		2.1k	206.93	View chart
ConocoPhillips (COP)	0.1	$399k		3.0k	132.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$388k	+5%	5.5k	70.18	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$375k		9.4k	39.89	View chart
Evercore Class A (EVR)	0.1	$374k		1.3k	298.51	View chart
Pepsi (PEP)	0.0	$351k		2.3k	155.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$349k		18k	19.53	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$330k	+40%	3.7k	88.49	View chart
Enterprise Products Partners (EPD)	0.0	$327k	+5%	8.6k	37.84	View chart
Virtuix Holdings Com Cl A	0.0	$327k	NEW	48k	6.77	View chart
Texas Pacific Land Corp (TPL)	0.0	$299k	NEW	629.00	474.56	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$296k		13k	23.18	View chart
Teekay Tankers Cl A (TNK)	0.0	$295k	NEW	4.0k	73.32	View chart
Eli Lilly & Co. (LLY)	0.0	$283k		307.00	920.81	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$280k		11k	26.72	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$270k		16k	16.72	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$266k	NEW	11k	25.39	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$266k		5.1k	52.56	View chart
Deere & Company (DE)	0.0	$264k		468.00	563.30	View chart
Wp Carey (WPC)	0.0	$264k		3.9k	67.96	View chart
Coca-Cola Company (KO)	0.0	$263k		3.5k	76.05	View chart
Costco Wholesale Corporation (COST)	0.0	$262k		263.00	996.43	View chart
BP Sponsored Adr (BP)	0.0	$262k	NEW	5.6k	47.00	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$259k	NEW	1.0k	254.07	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$250k	+2%	11k	22.36	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.0	$225k		6.2k	36.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$220k		885.00	248.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$218k	-24%	2.6k	82.57	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$217k	-30%	5.1k	42.31	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$217k		3.4k	64.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$213k	-23%	7.0k	30.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$208k	+4%	725.00	287.00	View chart
Colgate-Palmolive Company (CL)	0.0	$208k	-14%	2.4k	85.23	View chart
Goldman Sachs (GS)	0.0	$203k	NEW	240.00	845.99	View chart
Unisys Corp Com New (UIS)	0.0	$68k		33k	2.07	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 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
Insight Wealth Partners 2022 Q1 filed May 2, 2022
Insight Wealth Partners 2021 Q4 filed Feb. 4, 2022

View all past filings

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