Insight Wealth Partners

Insight Wealth Partners as of June 30, 2026

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