Q2 2026 13F · SEC CIK 1627003

Insight Wealth Partners, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $744.8M
Reported positions: 135
Top holdings a year, 3 yrs: +9.2%
Assets under management: $1.1B

Insight Wealth Partners, LLC is a wealth manager that reported 135 positions worth $744.8M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 60.3%), Direxion Shares ETF Trust (SPXL, 6.4%), Vanguard Scottsdale Fds (VCIT, 3.1%). A portfolio copying its top holdings returned 9.2% a year over the last 3 years, against 20.4% for the S&P 500.

Insight Wealth Partners, LLC holdings largest 50 of 135 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insight Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	60.3%	0.7%	601,827	+23002.8%	$449.4M
SPXLDirexion Shares ETF Trust	6.4%	7.2%	176,249	+82.5%	$47.7M
VCITVanguard Scottsdale Fds	3.1%	9.1%	277,432	+1.7%	$22.9M
JPSTJ P Morgan Exchange Traded Fd	1.6%	5.6%	240,079	-13.1%	$12.1M
LQDIshares Tr	1.6%	6.2%	106,526	-23.8%	$11.6M
FFord Mtr Co	1.2%	—	647,831	—	$9.0M
FBNDFidelity Merrimack Str Tr	1.2%	4.7%	195,769	-22.6%	$8.9M
JBNDJpmorgan Active Bond ETF	1.0%	2.7%	136,459	+11.3%	$7.3M
UITBVictory Portfolios II	1.0%	2.6%	152,068	+11.5%	$7.1M
IEFiShs 7-10 ys Tsy	0.9%	2.8%	68,061	-6.1%	$6.4M
NVDANvidia Corporation Com	0.8%	2.0%	28,500	+2.5%	$5.7M
IGPrincipal Exchange Traded Fd	0.7%	1.9%	256,849	+13.3%	$5.3M
SOXXIshares Semiconductor ETF	0.7%	1.0%	8,117	+3.7%	$5.2M
TIPiShares TIPS Bond ETF	0.7%	2.7%	44,849	-26.0%	$4.9M
46090A804Invesco Actively Managed Exc	0.7%	2.7%	104,378	-26.3%	$4.9M
HYGIshares Trust	0.6%	2.3%	59,809	-17.5%	$4.8M
FALNIshares Tr	0.6%	2.0%	156,998	-14.7%	$4.3M
EEMIshares	0.6%	—	60,971	—	$4.2M
IAUIshares Gold Trust	0.5%	1.9%	53,352	+1.1%	$4.0M
SNPEDbx ETF Tr	0.5%	1.2%	54,015	+5.5%	$3.7M
SNDKSandisk Corp	0.5%	0.4%	1,607	+0.4%	$3.7M
UTWORbb Fd Inc	0.5%	1.1%	73,213	+24.3%	$3.5M
EMBIshares Tr	0.5%	1.8%	36,230	-22.9%	$3.5M
UMIUscf ETF Tr	0.5%	1.2%	57,492	+9.0%	$3.4M
AVGOBroadcom Inc	0.4%	1.0%	8,666	+12.4%	$3.3M
AAPLApple Inc	0.4%	1.0%	10,293	+5.5%	$3.0M
MUBIshares National Muni Bond ETF	0.4%	1.4%	25,935	-22.8%	$2.8M
JPLDJ P Morgan Exchange Traded F	0.4%	—	53,268	—	$2.8M
AIRRFirst Tr Exchange Traded Fd	0.4%	0.8%	20,058	+14.4%	$2.7M
LQDBIshares Tr	0.4%	0.9%	30,240	+12.2%	$2.6M
AMZNAmazon Com Inc Com	0.3%	0.9%	10,828	-0.5%	$2.6M
CMBSIshares Tr	0.3%	1.4%	52,683	-25.6%	$2.6M
AVUVAvantis US Small Cap Value ETF	0.3%	0.8%	19,384	+5.8%	$2.4M
BONDPimco ETF Tr	0.3%	1.4%	26,129	-28.0%	$2.4M
TBGEa Series Trust	0.3%	0.9%	65,119	+7.6%	$2.4M
AVDVAvantis International Small Cap Value Et	0.3%	0.9%	22,551	+1.3%	$2.3M
BSMUInvesco Self-Indexed ETF Fd Tr Bulletsha	0.3%	0.9%	103,724	+0.0%	$2.3M
AAXJIshares Tr	0.3%	—	18,578	—	$2.2M
TACKCapitol Ser Tr	0.3%	0.8%	63,671	+3.4%	$2.0M
DBEFDbx ETF Tr	0.3%	0.6%	34,329	+21.6%	$1.9M
CSCOCisco Sys Inc	0.2%	0.5%	15,539	-1.9%	$1.8M
VRTVertiv Holdings Co	0.2%	0.5%	5,206	-1.0%	$1.7M
VCSHVanguard Scottsdale Fds	0.2%	0.9%	21,892	-25.5%	$1.7M
GLDSpdr Gold Shares	0.2%	0.8%	4,543	+1.4%	$1.7M
FANGDiamondback Energy Inc	0.2%	0.8%	9,472	+0.0%	$1.7M
PHYSSprott Asset Management LP	0.2%	0.8%	54,476	+0.0%	$1.6M
TXNTexas Instruments Inc	0.2%	0.4%	5,469	-3.8%	$1.6M
AVIVAmerican Centy ETF Tr	0.2%	0.5%	19,843	+19.8%	$1.5M
ZALTInnovator Etfs Trust	0.2%	0.6%	45,284	-8.2%	$1.5M
XOMExxon Mobil Corp	0.2%	0.6%	10,901	+15.8%	$1.5M

What Insight Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.4% /yr; S&P 500 +20.1%
3 years: +9.2% /yr; S&P 500 +20.4%
5 years: +3.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$744.8M	135
Q1 2026	$247.4M	118
Q4 2025	$240.3M	114
Q3 2025	$226.3M	114
Q2 2025	$180.3M	107
Q1 2025	$166.3M	105
Q4 2024	$158.0M	91
Q3 2024	$163.8M	96
Q2 2024	$154.3M	87
Q1 2024	$153.9M	84
Q4 2023	$132.5M	73
Q3 2023	$119.1M	65

Questions about Insight Wealth Partners, LLC's portfolio

What stocks does Insight Wealth Partners, LLC own?

Insight Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 135 positions worth $744.8M. The largest are Spdr S&p 500 ETF Tr (SPY) at 60.3%, Direxion Shares ETF Trust (SPXL) at 6.4%, Vanguard Scottsdale Fds (VCIT) at 3.1%, J P Morgan Exchange Traded Fd (JPST) at 1.6% and Ishares Tr (LQD) at 1.6%.

What did Insight Wealth Partners, LLC buy last quarter?

In Q2 2026, Insight Wealth Partners, LLC added Spdr S&p 500 ETF Tr (SPY) (+23002.8% shares), Direxion Shares ETF Trust (SPXL) (+82.5% shares) and Rbb Fd Inc (UTWO) (+24.3% shares), compared with its Q1 2026 filing.

What did Insight Wealth Partners, LLC sell last quarter?

In Q2 2026, Insight Wealth Partners, LLC cut from its top 50 Pacer Fds Tr (COWZ), cut from its top 50 Schwab U.s. Large-Cap Growth ETF (SCHG), cut from its top 50 Schwab Strategic Tr (SCHD), cut from its top 50 Rtx Corporation Com (RTX), Pimco ETF Tr (BOND) (-28.0% shares), Invesco Actively Managed Exc (-26.3% shares) and iShares TIPS Bond ETF (TIP) (-26.0% shares), compared with its Q1 2026 filing.

How has Insight Wealth Partners, LLC's portfolio performed?

A portfolio copying Insight Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.4% against +20.1%. Over 5 years: +3.5% a year against +11.6%.

When is Insight Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Insight Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Insight Wealth Partners, LLC manage?

Insight Wealth Partners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $744.8M.