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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 73.02% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPXL (+$21M), F (+$8.3M), EEM, JPLD, CVX, AAXJ, VMI, TMB, JBND, UITB.
Started 23 new stock positions in PVAL, DBI, PANW, AVLV, MO, HPE, MIRM, DELL, ACWX, VMI. CAMT, EEM, JPLD, AMD, IJK, STX, TMB, ENB, C, DUK, MU, CAT, ZAPR.
Reduced shares in these 10 stocks: SPY (-$87M), LQD, FBND, JPST, GTO, TIP, RTX, EMB, HYG, BOND.
Sold out of its positions in AA, BP, GS, TOPT, RTX, WMT.
Insight Wealth Partners was a net seller of stock by $-56M.
Insight Wealth Partners has $745M in assets under management (AUM), dropping by 4.45%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 135 positions in its portfolio as reported in the June 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)	60.3	$449M	-16%	602k	746.77	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	6.4	$48M	+78%	176k	270.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$23M		277k	82.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$12M	-13%	240k	50.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$12M	-23%	107k	109.07	View chart
Ford Motor Company (F)	1.2	$9.0M	+1268%	648k	13.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$8.9M	-22%	196k	45.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.0	$7.3M	+11%	137k	53.50	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	1.0	$7.1M	+11%	152k	46.84	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$6.4M	-6%	68k	94.57	View chart
NVIDIA Corporation (NVDA)	0.8	$5.7M	+2%	29k	200.09	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.7	$5.3M	+13%	257k	20.66	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.7	$5.2M	+3%	8.1k	640.78	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$4.9M	-26%	45k	109.43	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.7	$4.9M	-26%	104k	46.87	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$4.8M	-17%	60k	79.97	View chart
Ishares Tr Faln Angls Usd (FALN)	0.6	$4.3M	-14%	157k	27.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$4.2M	NEW	61k	68.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$4.0M		53k	75.51	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.5	$3.7M	+5%	54k	68.86	View chart
Sandisk Corp (SNDK)	0.5	$3.7M		1.6k	2273.73	View chart
RBB Us Treasy 2 Yr (UTWO)	0.5	$3.5M	+24%	73k	47.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$3.5M	-22%	36k	96.44	View chart
Uscf Etf Tr Mids Ene Inc Etf (UMI)	0.5	$3.4M	+8%	58k	58.84	View chart
Broadcom (AVGO)	0.4	$3.3M	+12%	8.7k	377.74	View chart
Apple (AAPL)	0.4	$3.0M	+5%	10k	289.35	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.8M	-22%	26k	107.62	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$2.8M	NEW	53k	52.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$2.7M	+14%	20k	133.25	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.4	$2.6M	+12%	30k	86.46	View chart
Amazon (AMZN)	0.3	$2.6M		11k	238.34	View chart
Ishares Tr Cmbs Etf (CMBS)	0.3	$2.6M	-25%	53k	48.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.4M	+5%	19k	124.76	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$2.4M	-28%	26k	92.21	View chart
Ea Series Trust Tbg Divid Fo Etf (TBG)	0.3	$2.4M	+7%	65k	36.46	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.3M		23k	103.05	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$2.3M		104k	21.92	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$2.2M	+87%	19k	119.33	View chart
Capitol Ser Tr Fair Ta Sect Etf (TACK)	0.3	$2.0M	+3%	64k	31.63	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$1.9M	+21%	34k	54.63	View chart
Cisco Systems (CSCO)	0.2	$1.8M		16k	117.46	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$1.7M		5.2k	334.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.7M	-25%	22k	79.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.7M		4.5k	368.38	View chart
Diamondback Energy (FANG)	0.2	$1.7M		9.5k	175.78	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.6M		55k	30.17	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.6M	-3%	5.5k	298.07	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$1.5M	+19%	20k	77.42	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.5M	-8%	45k	33.87	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	+15%	11k	136.72	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+299%	8.3k	165.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.3M		40k	33.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M		3.4k	357.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M		37k	31.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.2M	-23%	19k	62.20	View chart
Tesla Motors (TSLA)	0.1	$1.1M	+2%	2.6k	420.60	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.0M	+8%	17k	63.04	View chart
Direxion Shares Etf Trust Daily 500 2x Etf (SPUU)	0.1	$1.0M		4.7k	215.61	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$988k	+11%	23k	43.63	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$975k		35k	27.99	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$940k	-3%	19k	49.55	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$939k	-6%	9.4k	100.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$934k	+15%	1.2k	749.00	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$915k	+3%	45k	20.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$912k	-3%	2.8k	327.38	View chart
Paccar (PCAR)	0.1	$909k		7.6k	120.12	View chart
Microsoft Corporation (MSFT)	0.1	$866k		2.3k	373.06	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.1	$852k	-7%	80k	10.65	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$809k	+2%	5.1k	158.65	View chart
Valmont Industries (VMI)	0.1	$801k	NEW	1.4k	577.60	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.1	$778k	NEW	31k	25.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$744k		9.9k	75.45	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$733k	NEW	8.0k	91.21	View chart
TJX Companies (TJX)	0.1	$663k		4.4k	151.50	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$634k	-31%	14k	46.15	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$620k	+6%	5.6k	110.35	View chart
Callaway Golf Company (CALY)	0.1	$611k		33k	18.79	View chart
Duke Energy Corp Com New (DUK)	0.1	$609k	NEW	4.8k	126.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$602k	-5%	12k	49.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$579k		30k	19.61	View chart
Palantir Technologies Cl A (PLTR)	0.1	$564k		4.8k	116.67	View chart
Meta Platforms Cl A (META)	0.1	$552k	-10%	979.00	563.33	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$551k	+2%	30k	18.57	View chart
Dell Technologies CL C (DELL)	0.1	$539k	NEW	1.2k	431.46	View chart
Abbvie (ABBV)	0.1	$513k	-18%	2.0k	251.64	View chart
Ecolab (ECL)	0.1	$442k	-5%	1.6k	278.61	View chart
Advanced Micro Devices (AMD)	0.1	$436k	NEW	751.00	580.91	View chart
Caterpillar (CAT)	0.1	$429k	NEW	403.00	1064.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$427k	-7%	4.3k	98.98	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$422k	+15%	4.3k	97.60	View chart
Evercore Class A (EVR)	0.1	$418k	-2%	1.2k	341.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$401k	-4%	5.3k	75.79	View chart
Mirum Pharmaceuticals (MIRM)	0.1	$395k	NEW	3.4k	117.07	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$390k		9.4k	41.48	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$378k	NEW	7.4k	50.95	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$370k	+27%	1.3k	283.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$367k	+43%	1.0k	353.48	View chart
Etf Ser Solutions Viden Equit Etf (VIDI)	0.0	$358k	+47%	9.2k	39.01	View chart
Micron Technology (MU)	0.0	$358k	NEW	310.00	1154.29	View chart
Enbridge (ENB)	0.0	$355k	NEW	6.5k	54.21	View chart
Citigroup Com New (C)	0.0	$349k	NEW	2.5k	139.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$332k	-4%	17k	19.52	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.0	$328k	NEW	12k	26.64	View chart
ConocoPhillips (COP)	0.0	$317k		3.1k	103.95	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$312k	+16%	19k	16.64	View chart
Camtek Ord (CAMT)	0.0	$312k	NEW	1.9k	163.12	View chart
Pepsi (PEP)	0.0	$309k		2.3k	135.40	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$306k	NEW	317.00	965.00	View chart
Eli Lilly & Co. (LLY)	0.0	$306k	-16%	255.00	1199.13	View chart
Enterprise Products Partners (EPD)	0.0	$299k	-5%	8.1k	36.76	View chart
Hewlett Packard Enterprise (HPE)	0.0	$299k	NEW	6.6k	45.11	View chart
Deere & Company (DE)	0.0	$297k		468.00	634.33	View chart
Coca-Cola Company (KO)	0.0	$296k	+5%	3.6k	81.27	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$292k		13k	22.95	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.0	$287k		10k	27.56	View chart
Wp Carey (WPC)	0.0	$277k		3.9k	71.50	View chart
Texas Pacific Land Corp (TPL)	0.0	$275k		629.00	437.64	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$273k		11k	25.98	View chart
Palo Alto Networks (PANW)	0.0	$273k	NEW	799.00	341.02	View chart
Costco Wholesale Corporation (COST)	0.0	$269k	+9%	287.00	935.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$266k		885.00	300.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$266k		5.1k	52.41	View chart
Teekay Tankers Cl A (TNK)	0.0	$258k		4.0k	64.87	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$234k		3.4k	69.50	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$233k	-6%	10k	22.35	View chart
Colgate-Palmolive Company (CL)	0.0	$224k		2.4k	91.68	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$215k		7.0k	30.49	View chart
Altria (MO)	0.0	$212k	NEW	2.9k	71.95	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$212k	NEW	2.8k	76.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$207k	-4%	2.5k	82.11	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$202k	-7%	4.8k	42.41	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$201k	NEW	1.7k	117.50	View chart
Virtuix Holdings Com Cl A (VTIX)	0.0	$147k		48k	3.05	View chart
Unisys Corp Com New (UIS)	0.0	$120k		33k	3.66	View chart
Designer Brands Cl A (DBI)	0.0	$68k	NEW	12k	5.83	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 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
Insight Wealth Partners 2022 Q1 filed May 2, 2022

View all past filings

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