# Insight Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1627003. Source: https://holderbook.com/funds/1627003-insight-wealth-partners-llc/

- Reported value: $744.8M
- Positions: 135
- Weight of the ten largest: 78.2%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $449.4M | 601,827 | 60.3% | 27 |
| DIREXION SHARES ETF TRUST | [SPXL](https://holderbook.com/stocks/SPXL/) | $47.7M | 176,249 | 6.4% | 26 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $22.9M | 277,432 | 3.1% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $12.1M | 240,079 | 1.6% | 14 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $11.6M | 106,526 | 1.6% | 27 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $9.0M | 647,831 | 1.2% | 18 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $8.9M | 195,769 | 1.2% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $7.3M | 136,459 | 1.0% | 8 |
| VICTORY PORTFOLIOS II | [UITB](https://holderbook.com/stocks/UITB/) | $7.1M | 152,068 | 1.0% | 8 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $6.4M | 68,061 | 0.9% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.7M | 28,500 | 0.8% | 19 |
| PRINCIPAL EXCHANGE TRADED FD | [IG](https://holderbook.com/stocks/IG/) | $5.3M | 256,849 | 0.7% | 18 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $5.2M | 8,117 | 0.7% | 13 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $4.9M | 44,849 | 0.7% | 22 |
| INVESCO ACTIVELY MANAGED EXC | [GTO](https://holderbook.com/stocks/GTO/) | $4.9M | 104,378 | 0.7% | 24 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $4.8M | 59,809 | 0.6% | 27 |
| ISHARES TR | [FALN](https://holderbook.com/stocks/FALN/) | $4.3M | 156,998 | 0.6% | 27 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $4.2M | 60,971 | 0.6% | 1 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $4.0M | 53,352 | 0.5% | 21 |
| DBX ETF TR | [SNPE](https://holderbook.com/stocks/SNPE/) | $3.7M | 54,015 | 0.5% | 23 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $3.7M | 1,607 | 0.5% | 2 |
| RBB FD INC | [UTWO](https://holderbook.com/stocks/UTWO/) | $3.5M | 73,213 | 0.5% | 2 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $3.5M | 36,230 | 0.5% | 27 |
| USCF ETF TR | [UMI](https://holderbook.com/stocks/UMI/) | $3.4M | 57,492 | 0.5% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.3M | 8,666 | 0.4% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.0M | 10,293 | 0.4% | 27 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.8M | 25,935 | 0.4% | 24 |
| J P MORGAN EXCHANGE TRADED F | [JPLD](https://holderbook.com/stocks/JPLD/) | $2.8M | 53,268 | 0.4% | 1 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $2.7M | 20,058 | 0.4% | 11 |
| ISHARES TR | [LQDB](https://holderbook.com/stocks/LQDB/) | $2.6M | 30,240 | 0.4% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.6M | 10,828 | 0.3% | 24 |
| ISHARES TR | [CMBS](https://holderbook.com/stocks/CMBS/) | $2.6M | 52,683 | 0.3% | 24 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $2.4M | 19,384 | 0.3% | 15 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $2.4M | 26,129 | 0.3% | 25 |
| EA SERIES TRUST | [TBG](https://holderbook.com/stocks/TBG/) | $2.4M | 65,119 | 0.3% | 6 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $2.3M | 22,551 | 0.3% | 13 |
| INVESCO EXCH TRD SLF IDX FD | [BSMU](https://holderbook.com/stocks/BSMU/) | $2.3M | 103,724 | 0.3% | 15 |
| ISHARES TR | [AAXJ](https://holderbook.com/stocks/AAXJ/) | $2.2M | 18,578 | 0.3% | 2 |
| CAPITOL SER TR | [TACK](https://holderbook.com/stocks/TACK/) | $2.0M | 63,671 | 0.3% | 13 |
| DBX ETF TR | [DBEF](https://holderbook.com/stocks/DBEF/) | $1.9M | 34,329 | 0.3% | 8 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.8M | 15,539 | 0.2% | 27 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $1.7M | 5,206 | 0.2% | 9 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.7M | 21,892 | 0.2% | 24 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.7M | 4,543 | 0.2% | 11 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $1.7M | 9,472 | 0.2% | 22 |
| SPROTT ASSET MANAGEMENT LP | [PHYS](https://holderbook.com/stocks/PHYS/) | $1.6M | 54,476 | 0.2% | 25 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.6M | 5,469 | 0.2% | 27 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $1.5M | 19,843 | 0.2% | 13 |
| INNOVATOR ETFS TRUST | [ZALT](https://holderbook.com/stocks/ZALT/) | $1.5M | 45,284 | 0.2% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.5M | 10,901 | 0.2% | 23 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.4M | 8,330 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $1.3M | 39,603 | 0.2% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,434 | 0.2% | 5 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.2M | 36,710 | 0.2% | 22 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $1.2M | 18,536 | 0.2% | 10 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.1M | 2,605 | 0.1% | 9 |
| ISHARES TR | [IFRA](https://holderbook.com/stocks/IFRA/) | $1.0M | 16,453 | 0.1% | 11 |
| DIREXION SHARES ETF TRUST | [SPUU](https://holderbook.com/stocks/SPUU/) | $1.0M | 4,676 | 0.1% | 3 |
| ETF SER SOLUTIONS | [VBND](https://holderbook.com/stocks/VBND/) | $988.3K | 22,653 | 0.1% | 10 |
| INNOVATOR ETFS TRUST | [ZJAN](https://holderbook.com/stocks/ZJAN/) | $975.2K | 34,836 | 0.1% | 2 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $940.2K | 18,974 | 0.1% | 13 |
| ETF SER SOLUTIONS | [OPER](https://holderbook.com/stocks/OPER/) | $939.2K | 9,385 | 0.1% | 13 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $934.0K | 1,247 | 0.1% | 13 |
| INVESCO EXCH TRD SLF IDX FD | [BSCS](https://holderbook.com/stocks/BSCS/) | $914.9K | 44,927 | 0.1% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $911.8K | 2,785 | 0.1% | 11 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $908.6K | 7,564 | 0.1% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $865.5K | 2,320 | 0.1% | 14 |
| WESTERN ASSET PREMIER BD FD | [WEA](https://holderbook.com/stocks/WEA/) | $851.5K | 79,951 | 0.1% | 21 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $809.3K | 5,101 | 0.1% | 10 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $801.1K | 1,387 | 0.1% | 1 |
| THORNBURG ETF TR | [TMB](https://holderbook.com/stocks/TMB/) | $777.7K | 30,679 | 0.1% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $743.9K | 9,859 | 0.1% | 4 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $733.2K | 8,038 | 0.1% | 1 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $663.1K | 4,377 | 0.1% | 2 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $634.4K | 13,747 | 0.1% | 22 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $619.7K | 5,616 | 0.1% | 6 |
| CALLAWAY GOLF CO | [CALY](https://holderbook.com/stocks/CALY/) | $610.9K | 32,511 | 0.1% | 3 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $609.2K | 4,813 | 0.1% | 1 |
| INNOVATOR ETFS TRUST | [PJAN](https://holderbook.com/stocks/PJAN/) | $601.9K | 12,163 | 0.1% | 2 |
| INVESCO EXCH TRD SLF IDX FD | [BSCR](https://holderbook.com/stocks/BSCR/) | $579.3K | 29,533 | 0.1% | 13 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $564.3K | 4,837 | 0.1% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $551.5K | 979 | 0.1% | 10 |
| INVESCO EXCH TRD SLF IDX FD | [BSCT](https://holderbook.com/stocks/BSCT/) | $551.2K | 29,677 | 0.1% | 6 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $538.9K | 1,249 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $512.8K | 2,038 | 0.1% | 14 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $442.2K | 1,587 | 0.1% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $436.3K | 751 | 0.1% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $429.2K | 403 | 0.1% | 1 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $427.1K | 4,315 | 0.1% | 8 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $421.6K | 4,320 | 0.1% | 4 |
| EVERCORE INC | [EVR](https://holderbook.com/stocks/EVR/) | $417.6K | 1,223 | 0.1% | 9 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $401.1K | 5,292 | 0.1% | 22 |
| MIRUM PHARMACEUTICALS INC | [MIRM](https://holderbook.com/stocks/MIRM/) | $395.0K | 3,374 | 0.1% | 1 |
| ISHARES TR | [AOK](https://holderbook.com/stocks/AOK/) | $390.0K | 9,401 | 0.1% | 15 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $377.6K | 7,411 | 0.1% | 1 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $370.2K | 1,305 | 0.0% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $366.6K | 1,037 | 0.0% | 3 |
| ETF SER SOLUTIONS | [VIDI](https://holderbook.com/stocks/VIDI/) | $357.9K | 9,174 | 0.0% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $357.8K | 310 | 0.0% | 1 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $354.6K | 6,542 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| 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% |
| Q3 2021 | -2.9% | +0.3% | -3.1% | 84% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $744.8M | 135 |
| Q1 2026 | $713.0M | 118 |
| Q4 2025 | $729.7M | 114 |
| Q3 2025 | $328.3M | 114 |
| Q2 2025 | $257.7M | 107 |
| Q1 2025 | $600.7M | 107 |
| Q4 2024 | $730.0M | 94 |
| Q3 2024 | $506.3M | 99 |
| Q2 2024 | $578.1M | 90 |
| Q1 2024 | $580.8M | 87 |
| Q4 2023 | $576.9M | 76 |
| Q3 2023 | $516.8M | 68 |