Insight Wealth Partners, LLC

CIK 0001627003 · PLANO, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Insight Wealth Partners, LLC reported 135 positions worth $744.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPY (60.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$744.8M
2026 Q2
Positions
135
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.2%
Est. Net Flow (Q)
2026 Q2
10 / 135 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$449.4M60.34%601,827
2SPXLDIREXION SHARES ETF TRUSTSH$47.7M6.41%176,249
3VCITVANGUARD SCOTTSDALE FDSSH$22.9M3.08%277,432
4JPSTJ P MORGAN EXCHANGE TRADED FSH$12.1M1.63%240,079
5LQDISHARES TRSH$11.6M1.56%106,526
6FFORD MTR COSH$9.0M1.21%647,831
7FBNDFIDELITY MERRIMACK STR TRSH$8.9M1.20%195,769
8JBNDJ P MORGAN EXCHANGE TRADED FSH$7.3M0.98%136,459
9UITBVICTORY PORTFOLIOS IISH$7.1M0.96%152,068
10IEFISHARES TRSH$6.4M0.86%68,061

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Insight Wealth Partners, LLC hold as of Q2 2026?

Insight Wealth Partners, LLC reported 135 positions worth $744.8M in its Q2 2026 13F filing. Largest positions: SPY (60.3%), SPXL (6.4%), VCIT (3.1%), JPST (1.6%) and LQD (1.6%).

What did Insight Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Insight Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.