Insight Wealth Partners, LLC
Reported holdings as of Q3 2026, from 28 quarterly filings.
Holdings
Download these holdings as CSV
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T CALL | SPY | $461.4M | 2,465 | +0.44pp | 28q | -99.6%-$112.2B | |
| DIREXION SHARES ETF TRUST CALL | SPXL | $58.4M | 60,783 | +1.28pp | 27q | -65.5%-$110.8M | |
| VANGUARD SCOTTSDALE FDS | VCIT | $20.3M | 258,777 | -0.41pp | 5q | -6.7%-$1.5M | |
| J P MORGAN EXCHANGE TRADED F | JPST | $11.1M | 220,989 | -0.16pp | 15q | -8.0%-$961.6K | |
| ISHARES TR | LQD | $11.1M | 108,790 | -0.10pp | 28q | +2.1%+$231.3K | |
| FIDELITY MERRIMACK STR TR | FBND | $9.0M | 208,317 | -0.01pp | 28q | +6.4%+$543.3K | |
| FORD MTR CO | F | $7.8M | 648,230 | -0.18pp | 19q | HELD | |
| J P MORGAN EXCHANGE TRADED F | JBND | $7.2M | 140,784 | -0.03pp | 9q | +3.2%+$221.1K | |
| VICTORY PORTFOLIOS II | UITB | $7.0M | 156,939 | -0.03pp | 9q | +3.2%+$217.5K | |
| ISHARES TR | IEF | $6.0M | 66,811 | -0.08pp | 4q | -1.8%-$111.6K | |
| NVIDIA CORPORATION | NVDA | $5.8M | 25,549 | flat | 20q | -10.4%-$674.0K | |
| INVESCO ACTIVELY MANAGED EXC | GTO | $4.9M | 110,184 | -0.01pp | 25q | +5.6%+$258.9K | |
| ISHARES TR | TIP | $4.9M | 47,197 | -0.01pp | 23q | +5.2%+$244.3K | |
| PRINCIPAL EXCHANGE TRADED FD | IG | $4.9M | 250,580 | -0.07pp | 19q | -2.4%-$122.6K | |
| ISHARES TR | HYG | $4.6M | 59,516 | -0.04pp | 28q | HELD | |
| ISHARES TR | FALN | $4.3M | 166,181 | -0.01pp | 28q | +5.8%+$238.1K | |
| ISHARES GOLD TR | IAU | $4.1M | 53,007 | flat | 22q | -0.6%-$26.9K | |
| ISHARES TR CALL | EEM | $4.0M | 1,871 | -0.03pp | 2q | -96.9%-$127.6M | |
| ISHARES TR | SOXX | $4.0M | 7,039 | -0.17pp | 14q | -13.3%-$613.0K | |
| USCF ETF TR | UMI | $3.8M | 67,365 | +0.05pp | 7q | +17.2%+$558.5K | |
| RBB FD INC | UTWO | $3.5M | 73,402 | -0.01pp | 3q | HELD | |
| DBX ETF TR | SNPE | $3.4M | 48,122 | -0.06pp | 24q | -10.9%-$412.1K | |
| J P MORGAN EXCHANGE TRADED F | JPLD | $3.3M | 64,488 | +0.06pp | 2q | +21.1%+$576.8K | |
| ISHARES TR | EMB | $3.3M | 35,862 | -0.04pp | 28q | -1.0%-$33.4K | |
| APPLE INC | AAPL | $3.2M | 9,616 | +0.02pp | 28q | -6.6%-$225.4K | |
| BROADCOM INC | AVGO | $2.9M | 8,133 | -0.06pp | 14q | -6.2%-$187.2K | |
| EA SERIES TRUST | TBG | $2.8M | 76,358 | +0.04pp | 7q | +17.3%+$405.7K | |
| SANDISK CORP | SNDK | $2.6M | 1,523 | -0.14pp | 3q | -5.2%-$146.2K | |
| AMAZON COM INC | AMZN | $2.6M | 10,607 | flat | 25q | -2.0%-$55.1K | |
| ISHARES TR | MUB | $2.6M | 26,091 | -0.03pp | 25q | +0.6%+$15.8K | |
| ISHARES TR | CMBS | $2.6M | 54,816 | flat | 25q | +4.0%+$100.8K | |
| ISHARES BBB | LQDB | $2.4M | 29,241 | -0.03pp | 9q | -3.3%-$82.2K | |
| PIMCO ETF TR | BOND | $2.4M | 27,303 | -0.01pp | 26q | +4.5%+$102.1K | |
| ISHARES TR | AAXJ | $2.2M | 19,305 | flat | 3q | +3.9%+$84.6K | |
| AMERICAN CENTY ETF TR | AVDV | $2.2M | 20,343 | -0.02pp | 14q | -9.8%-$241.5K | |
| INVESCO EXCH TRD SLF IDX FD | BSMU | $2.1M | 102,392 | -0.02pp | 16q | -1.3%-$27.8K | |
| AMERICAN CENTY ETF TR | AVUV | $2.1M | 17,720 | -0.05pp | 16q | -8.6%-$196.0K | |
| CAPITOL SER TR | TACK | $2.0M | 64,913 | flat | 14q | +2.0%+$39.0K | |
| TEXAS INSTRS INC | TXN | $2.0M | 6,977 | +0.04pp | 28q | +27.6%+$422.4K | |
| INNOVATOR ETFS TRUST | ZALT | $1.8M | 53,064 | +0.04pp | 7q | +17.2%+$268.7K | |
| EXXONMOBIL HOLDINGS CORP | XOM | $1.8M | 11,179 | - | new | NEW | |
| FIRST TR EXCHANGE-TRADED FD | AIRR | $1.8M | 17,617 | -0.12pp | 12q | -12.2%-$252.0K | |
| DBX ETF TR | DBEF | $1.8M | 32,448 | -0.02pp | 9q | -5.5%-$103.4K | |
| DIAMONDBACK ENERGY INC | FANG | $1.7M | 9,472 | +0.01pp | 23q | HELD | |
| SPROTT ASSET MANAGEMENT LP | PHYS | $1.7M | 54,476 | flat | 26q | HELD | |
| CHEVRON CORPORATION | CVX | $1.7M | 8,303 | +0.04pp | 20q | HELD | |
| CISCO SYS INC | CSCO | $1.7M | 15,531 | -0.02pp | 28q | HELD | |
| VANGUARD SCOTTSDALE FDS | VCSH | $1.7M | 21,494 | -0.01pp | 25q | -1.8%-$30.7K | |
| AMERICAN CENTY ETF TR | AVIV | $1.5M | 18,693 | -0.01pp | 14q | -5.8%-$91.6K | |
| SPDR GOLD TR | GLD | $1.5M | 3,818 | -0.03pp | 12q | -16.0%-$276.1K | |
| SCHWAB STRATEGIC TR | SCHG | $1.4M | 40,075 | +0.01pp | 11q | +1.2%+$17.0K | |
| SCHWAB STRATEGIC TR | SCHD | $1.2M | 37,788 | +0.01pp | 23q | +2.9%+$35.1K | |
| INNOVATOR ETFS TRUST | ZAUG | $1.2M | 43,313 | - | new | NEW | |
| PACER FDS TR | COWZ | $1.2M | 17,968 | flat | 11q | -3.1%-$37.9K | |
| MICROSOFT CORP | MSFT | $1.1M | 2,231 | +0.03pp | 15q | -3.8%-$45.6K | |
| THORNBURG ETF TR | TMB | $1.1M | 44,802 | +0.04pp | 2q | +46.0%+$347.0K | |
| RTX CORPORATION | RTX | $1.1M | 5,756 | - | new | NEW | |
| ALPHABET INC CALL | GOOGL | $1.1M | 2,975 | -0.03pp | 6q | -13.4%-$163.3K | |
| VERTIV HOLDINGS CO | VRT | $1.0M | 4,284 | -0.10pp | 10q | -17.7%-$222.5K | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $1.0M | 1,094 | +0.09pp | 2q | +245.1%+$716.7K | |
| DIREXION SHARES ETF TRUST | SPUU | $1.0M | 4,526 | flat | 4q | -3.2%-$33.2K | |
| INNOVATOR ETFS TRUST | ZJAN | $990.4K | 34,836 | flat | 3q | HELD | |
| ETF SER SOLUTIONS | OPER | $984.5K | 9,835 | flat | 14q | +4.8%+$45.0K | |
| PGIM ETF TR | PULS | $948.3K | 19,174 | flat | 14q | +1.1%+$9.9K | |
| INVESCO EXCH TRD SLF IDX FD | BSCS | $916.4K | 45,535 | flat | 14q | +1.4%+$12.2K | |
| ETFSER SOLUTIONS | VBND | $900.2K | 21,671 | -0.01pp | 11q | -4.3%-$40.8K | |
| SELECT SECTOR SPDR TR | XLV | $868.0K | 5,154 | +0.01pp | 11q | +1.0%+$8.9K | |
| ISHARES TR | IFRA | $857.9K | 15,589 | -0.03pp | 12q | -5.3%-$47.5K | |
| TESLA INC | TSLA | $849.4K | 2,394 | -0.04pp | 10q | -8.1%-$74.9K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $835.0K | 4,464 | +0.03pp | 7q | -7.7%-$69.8K | |
| PACCAR INC | PCAR | $830.6K | 7,564 | -0.01pp | 28q | HELD | |
| JPMORGAN CHASE & CO | JPM | $822.7K | 2,487 | -0.01pp | 12q | -10.7%-$98.6K | |
| WESTERN ASSET PREMIER BD FD | WEA | $801.5K | 80,469 | -0.01pp | 22q | +0.6%+$5.2K | |
| DELL TECHNOLOGIES INC | DELL | $703.6K | 1,308 | +0.02pp | 2q | +4.7%+$31.7K | |
| AMERICAN CENTY ETF TR | AVLV | $687.3K | 7,600 | -0.01pp | 2q | -5.4%-$39.6K | |
| ISHARES TR | IUSB | $647.7K | 14,690 | flat | 23q | +6.9%+$41.6K | |
| INNOVATOR ETFS TRUST | PJAN | $616.9K | 12,163 | flat | 3q | HELD | |
| ISHARES TR | IVV | $599.1K | 782 | -0.05pp | 14q | -37.3%-$356.3K | |
| INVESCO EXCH TRD SLF IDX FD | BSCR | $589.4K | 30,154 | flat | 14q | +2.1%+$12.1K | |
| INVESCO EXCH TRD SLF IDX FD | BSCT | $567.5K | 31,181 | flat | 7q | +5.1%+$27.4K | |
| META PLATFORMS INC | META | $564.3K | 778 | flat | 11q | -20.5%-$145.8K | |
| DUKE ENERGY CORP NEW | DUK | $543.0K | 4,763 | -0.01pp | 2q | -1.0%-$5.7K | |
| ABBVIE INC | ABBV | $536.0K | 2,049 | flat | 15q | +0.5%+$2.9K | |
| INNOVATOR ETFS TRUST | ZSEP | $489.7K | 17,591 | +0.03pp | 5q | +68.9%+$199.8K | |
| VALMONT INDS INC | VMI | $450.5K | 973 | -0.05pp | 2q | -29.8%-$191.7K | |
| iShares Tr | SHV | $434.8K | 3,941 | -0.03pp | 7q | -29.8%-$184.8K | |
| ISHARES TR | AOA | $432.8K | 4,449 | flat | 5q | +3.0%+$12.5K | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $423.8K | 6,634 | +0.02pp | 2q | HELD | |
| TEEKAY TANKERS LTD | TNK | $421.0K | 4,338 | +0.02pp | 3q | +9.2%+$35.4K | |
| ECOLAB INC | ECL | $409.1K | 1,490 | -0.01pp | 12q | -6.1%-$26.6K | |
| ISHARES TR | AOK | $398.7K | 9,886 | flat | 16q | +5.2%+$19.6K | |
| ISHARES TR | DGRO | $397.5K | 5,273 | flat | 23q | HELD | |
| CONOCOPHILLIPS | COP | $385.2K | 3,078 | +0.01pp | 20q | +0.9%+$3.5K | |
| SCHWAB STRATEGIC TR | SCYB | $383.5K | 15,195 | - | new | NEW | |
| CALLAWAY GOLF CO | CALY | $382.9K | 27,175 | -0.03pp | 4q | -16.4%-$75.2K | |
| ISHARES TR | AGG | $365.3K | 3,864 | -0.01pp | 9q | -10.5%-$42.6K | |
| INVESCO EXCH TRD SLF IDX FD | BSCU | $364.3K | 22,569 | +0.01pp | 7q | +20.4%+$61.7K | |
| ETF SER SOLUTIONS | VIDI | $364.2K | 9,197 | flat | 5q | HELD | |
| INNOVATOR ETFS TRUST | BALT | $361.5K | 10,342 | - | new | NEW | |
| ALPHABET INC | GOOG | $348.5K | 1,023 | flat | 4q | -1.4%-$4.8K | |
| DEERE CO | DE | $345.8K | 515 | +0.01pp | 9q | +10.0%+$31.6K | |
| MICRON TECHNOLOGY INC | MU | $340.8K | 320 | flat | 2q | +3.2%+$10.7K | |
| INNOVATOR ETFS TRUST | ZAPR | $331.8K | 12,270 | flat | 2q | HELD | |
| ENTERPRISE PRODS PARTNERS L | EPD | $316.8K | 8,895 | flat | 6q | +9.2%+$26.7K | |
| EVERCORE INC | EVR | $312.3K | 1,213 | -0.01pp | 10q | -0.8%-$2.6K | |
| COCA COLA CO | KO | $305.8K | 3,552 | flat | 6q | -2.3%-$7.2K | |
| ENBRIDGE INC | ENB | $304.1K | 6,542 | -0.01pp | 2q | HELD | |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | $297.6K | 15,245 | -0.01pp | 14q | -10.3%-$34.0K | |
| ADVANCED MICRO DEVICES INC | AMD | $290.0K | 474 | -0.02pp | 2q | -36.9%-$169.5K | |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | $289.9K | 12,701 | flat | 16q | HELD | |
| ISHARES TR | IGSB | $288.4K | 5,629 | flat | 8q | +11.0%+$28.5K | |
| PEPSICO INC | PEP | $286.5K | 2,261 | flat | 12q | -0.9%-$2.5K | |
| PUTNAM ETF TRUST | PVAL | $285.4K | 5,424 | -0.01pp | 2q | -26.8%-$104.5K | |
| INNOVATOR ETFS TRUST | ZFEB | $276.6K | 10,487 | flat | 3q | HELD | |
| INVESCO EXCH TRD SLF IDX FD | BSJR | $275.3K | 12,452 | flat | 7q | +19.2%+$44.4K | |
| MIRUM PHARMACEUTICALS INC | MIRM | $274.6K | 3,213 | -0.02pp | 2q | -4.8%-$13.8K | |
| INNOVATOR ETFS TRUST | ZJUL | $271.5K | 8,974 | - | new | NEW | |
| CATERPILLAR INC | CAT | $267.6K | 330 | -0.02pp | 2q | -18.1%-$59.2K | |
| PALO ALTO NETWORKS INC | PANW | $253.9K | 639 | flat | 2q | -20.0%-$63.6K | |
| COSTCO WHOLESALE CORPORATION | COST | $253.1K | 278 | flat | 9q | -3.1%-$8.2K | |
| VANGUARD BD INDEX FDS | BND | $250.6K | 3,572 | - | new | NEW | |
| WP CAREY INC | WPC | $250.1K | 3,870 | flat | 28q | HELD | |
| VANECK ETF TRUST | EMLC | $247.1K | 9,950 | - | new | NEW | |
| ISHARES TR | IWM | $245.9K | 885 | flat | 4q | HELD | |
| CITIGROUP INC | C | $237.9K | 1,837 | -0.02pp | 2q | -26.3%-$84.7K | |
| VIRTUIX HOLDINGS INC. | VTIX | $237.6K | 193,206 | +0.01pp | 3q | +300.0%+$178.2K | |
| ISHARES TR | AOR | $236.9K | 3,458 | flat | 9q | +2.6%+$6.0K | |
| ELI LILLY & CO | LLY | $230.5K | 199 | -0.01pp | 11q | -22.0%-$64.9K | |
| CAMTEK LTD | CAMT | $222.3K | 1,432 | -0.01pp | 2q | -25.1%-$74.4K | |
| SPDR SERIES TRUST | XAR | $221.8K | 959 | -0.02pp | 3q | -26.5%-$80.0K | |
| TOUCHSTONE ETF TRUST | SIO | $219.3K | 8,917 | - | new | NEW | |
| ISHARES TR | ACWX | $210.5K | 2,784 | flat | 2q | HELD | |
| COLGATE PALMOLIVE CO | CL | $208.1K | 2,439 | flat | 20q | HELD | |
| ISHARES TR | PFF | $207.5K | 7,035 | flat | 16q | HELD | |
| TEXAS PACIFIC LAND CORPORATI | TPL | $204.9K | 629 | -0.01pp | 3q | HELD | |
| INVESCO EXCH TRD SLF IDX FD | BSCV | $183.2K | 11,617 | - | new | NEW | |
| UNISYS CORP | UIS | $75.9K | 32,859 | -0.01pp | 8q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Funds & ETFs | $462.2M | 60.9% |
| Semiconductors & Electronics | $12.3M | 1.6% |
| Other sectors | $47.9M | 6.3% |
| Not classified | $236.7M | 31.2% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2026 | +0.6% | +2.1% | -1.6% | 99% |
| Q4 2025 | +1.3% | +2.4% | -1.0% | 69% |
| Q3 2025 | +6.3% | +7.8% | -1.5% | 70% |
| Q1 2023 | -1.9% | +7.0% | -9.0% | 80% |
| Q4 2022 | +7.9% | +7.1% | +0.8% | 94% |
| Q3 2022 | -3.2% | -5.3% | +2.1% | 96% |
| Q2 2022 | -7.6% | -16.5% | +8.8% | 79% |
| Q4 2021 | +0.6% | +10.7% | -10.1% | 84% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | $759.1M | 137 | 10 | 44 | 59 | 8 | 78.9% | 26 |
| Q2 2026 | $744.8M | 135 | 23 | 45 | 44 | 6 | 78.2% | 37 |
| Q1 2026 | $713.0M | 118 | 15 | 51 | 31 | 11 | 80.7% | 44 |
| Q4 2025 | $729.7M | 114 | 12 | 39 | 43 | 12 | 82.6% | 48 |
| Q3 2025 | $328.3M | 114 | 11 | 58 | 22 | 4 | 64.0% | 43 |
| Q2 2025 | $257.7M | 107 | 6 | 64 | 17 | 6 | 62.1% | 31 |
| Q1 2025 | $600.7M | 107 | 17 | 36 | 32 | 4 | 83.3% | 45 |
| Q4 2024 | $730.0M | 94 | 4 | 32 | 30 | 9 | 86.2% | 45 |
| Q3 2024 | $506.3M | 99 | 12 | 49 | 15 | 3 | 79.5% | 44 |
| Q2 2024 | $578.1M | 90 | 6 | 45 | 23 | 3 | 86.1% | 18 |
| Q1 2024 | $580.8M | 87 | 11 | 40 | 17 | 0 | 86.6% | 40 |
| Q4 2023 | $576.9M | 76 | 10 | 26 | 24 | 2 | 88.7% | 44 |
| Q3 2023 | $516.8M | 68 | 1 | 22 | 19 | 3 | 89.1% | 30 |
| Q2 2023 | $431.4M | 70 | 12 | 18 | 20 | 2 | 86.6% | 42 |
| Q1 2023 | $445.6M | 60 | 4 | 23 | 10 | 2 | 89.2% | 42 |
| Q4 2022 | $133.7M | 58 | 8 | 12 | 13 | 7 | 70.1% | 32 |
| Q3 2022 | $106.0M | 57 | 2 | 12 | 16 | 3 | 63.4% | 62 |
| Q2 2022 | $133.0M | 58 | 2 | 15 | 24 | 15 | 68.8% | 13 |
| Q1 2022 | $180.1M | 71 | 4 | 17 | 29 | 14 | 71.4% | 32 |
| Q4 2021 | $534.9M | 81 | 28 | 26 | 5 | 2 | 85.0% | 35 |
| Q3 2021 | $186.6M | 55 | 0 | 18 | 13 | 1 | 71.8% | 36 |
| Q2 2021 | $187.8M | 56 | 7 | 8 | 17 | 2 | 69.4% | 14 |
| Q1 2021 | $203.1M | 51 | 7 | 15 | 10 | 8 | 74.9% | 20 |
| Q4 2020 | $163.3M | 52 | 7 | 24 | 8 | 4 | 74.7% | 19 |
| Q3 2020 | $104.7M | 49 | 10 | 9 | 15 | 0 | 64.7% | 16 |
| Q2 2020 | $97.4M | 39 | 5 | 10 | 14 | 1 | 80.4% | 20 |
| Q1 2020 | $76.7M | 35 | 1 | 9 | 6 | 4 | 76.6% | 37 |
| Q4 2019 | $100.8M | 38 | 0 | 0 | 0 | 0 | 78.8% | 76 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.