Insight Wealth Partners

Insight Wealth Partners as of March 31, 2026

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