Insight Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Insight Wealth Partners, LLC

Investment Activity

Insight Wealth Partners, LLC has $712.99 million in total holdings as of March 31, 2026.
Insight Wealth Partners, LLC owns shares of 118 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 2.97% of the portfolio was purchased this quarter.
About 1.73% of the portfolio was sold this quarter.
This quarter, Insight Wealth Partners, LLC has purchased 114 new stocks and bought additional shares in 58 stocks.
Insight Wealth Partners, LLC sold shares of 31 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $466,882,596
Vanguard Intermediate-Term Corporate Bond ETF: $22,575,130
Direxion Daily S&P 500 Bull 3x Shares: $18,228,109
iShares iBoxx $ Investment Grade Corporate Bond ETF: $15,226,769
JPMorgan Ultra-Short Income ETF: $13,977,360

Largest New Holdings this Quarter

74933W486 - US Treasury 2 Year Note ETF: $2,844,232 Holding
80004C200 - SANDISK CORP: $1,016,544 Holding
464288182 - iShares MSCI All Country Asia ex Japan ETF: $954,571 Holding
45784N817 - INNOVATOR ETFS TRUST: $949,629 Holding
013872106 - Alcoa: $927,360 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF: 37,372 shares (about $3.57M)
US Treasury 2 Year Note ETF: 58,908 shares (about $2.84M)
SANDISK CORP: 1,600 shares (about $1.02M)
iShares MSCI All Country Asia ex Japan ETF: 9,914 shares (about $954.57K)
INNOVATOR ETFS TRUST: 34,836 shares (about $949.63K)

Largest Sales this Quarter

iShares Gold Trust: 39,042 shares (about $3.44M)
SPDR S&P 500 ETF Trust: 2,429 shares (about $1.58M)
SPROTT ASSET MANAGEMENT LP: 18,898 shares (about $669.74K)
Vanguard Intermediate-Term Corporate Bond ETF: 3,139 shares (about $259.75K)
Vanguard Short-Term Corporate Bond ETF: 3,050 shares (about $241.77K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$466,882,596	$1,579,677 â–¼	-0.3%	717,905	65.5%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$22,575,130	$259,752 â–¼	-1.1%	272,811	3.2%	ETF
SPXL Direxion Daily S&P 500 Bull 3x Shares	$18,228,109	$105,202 â–¼	-0.6%	98,589	2.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$15,226,769	$507,675 â–²	3.4%	139,708	2.1%	Finance
JPST JPMorgan Ultra-Short Income ETF	$13,977,360	$403,665 â–²	3.0%	276,178	2.0%	ETF
FBND Fidelity Total Bond ETF	$11,539,091	$690,231 â–²	6.4%	252,939	1.6%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$6,920,467	$3,566,793 â–²	106.4%	72,511	1.0%	ETF
TIP iShares TIPS Bond ETF	$6,691,331	$375,996 â–²	6.0%	60,632	0.9%	ETF
GTO Invesco Total Return Bond ETF	$6,634,402	$451,535 â–²	7.3%	141,670	0.9%	ETF
J P MORGAN EXCHANGE TRADED F	$6,590,821	$27,853 â–²	0.4%	122,574	0.9%	ACTIVE BOND ETF
UITB VictoryShares Core Intermediate Bond ETF	$6,413,683	$31,454 â–²	0.5%	136,412	0.9%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$5,770,605	$337,894 â–²	6.2%	72,531	0.8%	ETF
FALN iShares Fallen Angels USD Bond ETF	$4,920,168	$265,570 â–²	5.7%	184,138	0.7%	Manufacturing
NVDA NVIDIA	$4,850,653	$95,049 â–²	2.0%	27,813	0.7%	Computer and Technology
IG Principal Investment Grade Corporate Active ETF	$4,677,384	$124,619 â–²	2.7%	226,628	0.7%	ETF
IAU iShares Gold Trust	$4,650,176	$3,441,943 â–¼	-42.5%	52,747	0.7%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$4,416,665	$177,527 â–²	4.2%	47,021	0.6%	ETF
MUB iShares National Muni Bond ETF	$3,564,411	$59,869 â–²	1.7%	33,579	0.5%	ETF
CMBS iShares CMBS ETF	$3,452,689	$217,142 â–²	6.7%	70,853	0.5%	ETF
PIMCO ETF TR	$3,351,108	$236,695 â–²	7.6%	36,315	0.5%	ACTIVE BD ETF
UMI USCF Midstream Energy Income Fund	$3,091,580	$214,089 â–²	7.4%	52,766	0.4%	ETF
SNPE Xtrackers S&P 500 Scored & Screened ETF	$3,048,761	$59,788 â–²	2.0%	51,197	0.4%	ETF
UTWO US Treasury 2 Year Note ETF	$2,844,232	$2,844,232 â–²	New Holding	58,908	0.4%	ETF
SOXX iShares Semiconductor ETF	$2,572,600	$36,150 â–²	1.4%	7,828	0.4%	ETF
AAPL Apple	$2,477,252	$3,807 â–²	0.2%	9,761	0.3%	Computer and Technology
AVGO Broadcom	$2,386,893	$12,999 â–²	0.5%	7,712	0.3%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$2,329,400	$241,771 â–¼	-9.4%	29,386	0.3%	ETF
LQDB iShares BBB Rated Corporate Bond ETF	$2,326,140	$40,063 â–¼	-1.7%	26,941	0.3%	ETF
AMZN Amazon.com	$2,265,978	$34,365 â–²	1.5%	10,880	0.3%	Retail/Wholesale
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$2,262,573		0.0%	103,724	0.3%	Manufacturing
AVDV Avantis International Small Cap Value ETF	$2,224,004	$21,770 â–²	1.0%	22,271	0.3%	ETF
EA SERIES TRUST	$2,109,379	$223,627 â–²	11.9%	60,510	0.3%	TBG DIVIDEND FOC
AVUV Avantis U.S. Small Cap Value ETF	$2,024,276	$55,125 â–²	2.8%	18,324	0.3%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$1,941,882	$154,207 â–²	8.6%	17,529	0.3%	Manufacturing
SPROTT ASSET MANAGEMENT LP	$1,930,629	$669,745 â–¼	-25.8%	54,476	0.3%	PHYSICAL GOLD TR
GLD SPDR Gold Shares	$1,928,560	$92,082 â–²	5.0%	4,482	0.3%	Finance
FANG Diamondback Energy	$1,873,269	$12,856 â–¼	-0.7%	9,471	0.3%	Energy
TACK Fairlead Tactical Sector ETF	$1,872,014	$26,355 â–¼	-1.4%	61,583	0.3%	ETF
INNOVATOR ETFS TRUST	$1,601,187	$850,192 â–²	113.2%	49,328	0.2%	U S EQ 10 BUFFER
XOM ExxonMobil	$1,597,562	$40,720 â–²	2.6%	9,416	0.2%	Energy
COWZ Pacer US Cash Cows 100 ETF	$1,513,054	$72,318 â–¼	-4.6%	24,186	0.2%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,394,173	$171,913 â–²	14.1%	28,222	0.2%	ETF
VRT Vertiv	$1,318,060	$1,503 â–²	0.1%	5,260	0.2%	Computer and Technology
AVIV Avantis International Large Cap Value ETF	$1,239,188	$153,851 â–²	14.2%	16,560	0.2%	ETF
CSCO Cisco Systems	$1,228,948	$46,011 â–¼	-3.6%	15,839	0.2%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$1,155,966	$31,227 â–¼	-2.6%	39,683	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$1,141,818	$18,592 â–¼	-1.6%	37,217	0.2%	ETF
RTX RTX	$1,110,525	$17,361 â–²	1.6%	5,757	0.2%	Aerospace
TXN Texas Instruments	$1,104,074	$195,111 â–²	21.5%	5,687	0.2%	Computer and Technology
SANDISK CORP	$1,016,544	$1,016,544 â–²	New Holding	1,600	0.1%	COM
GOOGL Alphabet	$999,600	$23,293 â–¼	-2.3%	3,476	0.1%	Computer and Technology
OPER ClearShares Ultra-Short Maturity ETF	$999,399		0.0%	9,986	0.1%	ETF
PULS PGIM Ultra Short Bond ETF	$971,784		0.0%	19,632	0.1%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$954,571	$954,571 â–²	New Holding	9,914	0.1%	ETF
INNOVATOR ETFS TRUST	$949,629	$949,629 â–²	New Holding	34,836	0.1%	EQUITY 1YR JANUA
TSLA Tesla	$942,386	$135,689 â–²	16.8%	2,535	0.1%	Auto/Tires/Trucks
IUSB iShares Core Total USD Bond Market ETF	$933,588	$69,562 â–²	8.1%	20,212	0.1%	Manufacturing
AA Alcoa	$927,360	$927,360 â–²	New Holding	13,981	0.1%	Industrials
WEA Western Asset Premier Bond Fund	$915,957	$87,539 â–¼	-8.7%	86,574	0.1%	Financial Services
GDX VanEck Gold Miners ETF	$900,163	$58,182 â–²	6.9%	9,809	0.1%	ETF
VBND Vident U.S. Bond Strategy ETF	$885,085	$23,472 â–²	2.7%	20,400	0.1%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$883,581	$15,297 â–¼	-1.7%	43,264	0.1%	ETF
PCAR PACCAR	$873,642	$27,143 â–¼	-3.0%	7,564	0.1%	Auto/Tires/Trucks
IFRA iShares U.S. Infrastructure ETF	$871,239	$30,374 â–²	3.6%	15,231	0.1%	ETF
MSFT Microsoft	$861,449	$11,846 â–¼	-1.4%	2,327	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$851,321	$23,533 â–²	2.8%	2,894	0.1%	Finance
ISHARES TR	$786,163	$163,706 â–¼	-17.2%	27,469	0.1%	TOP 20 U S STOCK
SPUU Direxion Daily S&P 500 Bull 2X Shares	$783,759	$40,676 â–¼	-4.9%	4,740	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$732,413	$5,278 â–¼	-0.7%	4,996	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$710,189	$53,831 â–¼	-7.0%	4,855	0.1%	CL A
TJX TJX Companies	$709,547	$709,547 â–²	New Holding	4,443	0.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$705,467	$252,139 â–²	55.6%	1,080	0.1%	ETF
META Meta Platforms	$623,083	$1,716 â–²	0.3%	1,089	0.1%	Computer and Technology
PJAN Innovator U.S. Equity Power Buffer ETF - January	$593,509	$593,509 â–²	New Holding	12,866	0.1%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$584,609	$4,985 â–²	0.9%	29,789	0.1%	ETF
SHV iShares Short Treasury Bond ETF	$580,762	$223,540 â–¼	-27.8%	5,261	0.1%	ETF
F Ford Motor	$546,242	$3,681 â–²	0.7%	47,335	0.1%	Auto/Tires/Trucks
ABBV AbbVie	$541,333	$48,718 â–¼	-8.3%	2,489	0.1%	Medical
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$538,819	$5,001 â–²	0.9%	28,875	0.1%	ETF
WALMART INC	$481,585	$481,585 â–²	New Holding	3,875	0.1%	COM
AGG iShares Core U.S. Aggregate Bond ETF	$463,392	$54,400 â–²	13.3%	4,668	0.1%	Finance
CALLAWAY GOLF CO	$452,932	$34,242 â–²	8.2%	32,632	0.1%	COM
ECL Ecolab	$447,978	$21,282 â–¼	-4.5%	1,684	0.1%	Basic Materials
CVX Chevron	$431,654	$5,173 â–¼	-1.2%	2,086	0.1%	Energy
COP ConocoPhillips	$398,679		0.0%	3,020	0.1%	Energy
DGRO iShares Core Dividend Growth ETF	$388,025	$21,054 â–²	5.7%	5,529	0.1%	ETF
AOK iShares Core 30/70 Conservative Allocation ETF	$375,006		0.0%	9,401	0.1%	ETF
EVR Evercore	$374,332		0.0%	1,254	0.1%	Finance
PEP PepsiCo	$351,266		0.0%	2,262	0.0%	Consumer Staples
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$349,001		0.0%	17,870	0.0%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$329,732	$95,663 â–²	40.9%	3,726	0.0%	ETF
EPD Enterprise Products Partners	$327,127	$18,201 â–²	5.9%	8,645	0.0%	Energy
VIRTUIX HOLDINGS INC.	$326,977	$326,977 â–²	New Holding	48,298	0.0%	COM CL A
TPL Texas Pacific Land	$298,498	$298,498 â–²	New Holding	629	0.0%	Energy
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$296,316		0.0%	12,786	0.0%	ETF
TEEKAY TANKERS LTD	$295,186	$295,186 â–²	New Holding	4,026	0.0%	CL A
LLY Eli Lilly and Company	$282,688		0.0%	307	0.0%	Medical
INNOVATOR ETFS TRUST	$280,153		0.0%	10,484	0.0%	EQUITY DEFINED P
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$269,462	$4,999 â–²	1.9%	16,117	0.0%	Manufacturing
INNOVATOR ETFS TRUST	$266,265	$266,265 â–²	New Holding	10,487	0.0%	EQUITY DEF PROTN

Showing largest 100 holdings. View all holdings.

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Insight Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Insight Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Insight Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Insight Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools