Insight Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1627003 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$713.0M
Long-equity book
Holdings
120
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+15 / −11 / ↑39 / ↓28
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$3.5M +104.8%
- INNOVATOR ETFS TRUST$847.6K +112.5%
- USCF ETF TR$681.2K +28.3%
- FIDELITY MERRIMACK STR TR$590.4K +5.4%
- EXXON MOBIL CORP$493.3K +44.7%
Top Trims
- DIREXION SHARES ETF TRUST-$4.0M -18.4%
- ISHARES GOLD TR-$2.8M -37.6%
- SPROTT ASSET MANAGEMENT LP-$492.2K -20.3%
- MICROSOFT CORP-$279.6K -24.5%
- BROADCOM INC-$267.8K -10.1%
New Positions
- RBB FD INC$2.8M
- SANDISK CORP$1.0M
- ISHARES TR$954.6K
- INNOVATOR ETFS TRUST$949.6K
- ALCOA CORP$927.4K
Exited Positions
- CARVANA CO$913.7K
- ROCKET LAB CORP$833.6K
- DUTCH BROS INC$713.6K
- INNOVATOR ETFS TRUST$483.6K
- KIMBALL ELECTRONICS INC$368.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T Call | SPY | 78462F103 | $465.2M | 65.24% | 715,300 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $22.6M | 3.17% | 272,811 | SH |
| 3 | DIREXION SHARES ETF TRUST | SPXL | 25459W862 | $17.9M | 2.50% | 96,589 | SH |
| 4 | ISHARES TR | LQD | 464287242 | $15.2M | 2.14% | 139,708 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $14.0M | 1.96% | 276,178 | SH |
| 6 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $11.5M | 1.62% | 252,939 | SH |
| 7 | ISHARES TR | IEF | 464287440 | $6.9M | 0.97% | 72,511 | SH |
| 8 | ISHARES TR | TIP | 464287176 | $6.7M | 0.94% | 60,632 | SH |
| 9 | INVESCO ACTIVELY MANAGED EXC | GTO | 46090A804 | $6.6M | 0.93% | 141,670 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $6.6M | 0.92% | 122,574 | SH |
| 11 | VICTORY PORTFOLIOS II | UITB | 92647N527 | $6.4M | 0.90% | 136,412 | SH |
| 12 | ISHARES TR | HYG | 464288513 | $5.8M | 0.81% | 72,531 | SH |
| 13 | ISHARES TR | FALN | 46435G474 | $4.9M | 0.69% | 184,138 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.9M | 0.68% | 27,813 | SH |
| 15 | PRINCIPAL EXCHANGE TRADED FD | IG | 74255Y821 | $4.7M | 0.66% | 226,628 | SH |
| 16 | ISHARES GOLD TR | IAU | 464285204 | $4.7M | 0.65% | 52,747 | SH |
| 17 | ISHARES TR | EMB | 464288281 | $4.4M | 0.62% | 47,021 | SH |
| 18 | ISHARES TR | MUB | 464288414 | $3.6M | 0.50% | 33,579 | SH |
| 19 | ISHARES TR | CMBS | 46429B366 | $3.5M | 0.48% | 70,853 | SH |
| 20 | PIMCO ETF TR | BOND | 72201R775 | $3.4M | 0.47% | 36,315 | SH |
| 21 | USCF ETF TR | UMI | 90290T882 | $3.1M | 0.43% | 52,766 | SH |
| 22 | DBX ETF TR | SNPE | 233051143 | $3.0M | 0.43% | 51,197 | SH |
| 23 | RBB FD INC | UTWO | 74933W486 | $2.8M | 0.40% | 58,908 | SH |
| 24 | ISHARES TR | SOXX | 464287523 | $2.6M | 0.36% | 7,828 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $2.5M | 0.35% | 9,761 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $2.4M | 0.33% | 7,712 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $2.3M | 0.33% | 29,386 | SH |
| 28 | ISHARES TR | LQDB | 46436E494 | $2.3M | 0.33% | 26,941 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $2.3M | 0.32% | 10,880 | SH |
| 30 | INVESCO EXCH TRD SLF IDX FD | BSMU | 46138J445 | $2.3M | 0.32% | 103,724 | SH |
| 31 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $2.2M | 0.31% | 22,271 | SH |
| 32 | EA SERIES TRUST | TBG | 02072L375 | $2.1M | 0.30% | 60,510 | SH |
| 33 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $2.0M | 0.28% | 18,324 | SH |
| 34 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $1.9M | 0.27% | 17,529 | SH |
| 35 | SPROTT ASSET MANAGEMENT LP | PHYS | 85207H104 | $1.9M | 0.27% | 54,476 | SH |
| 36 | SPDR GOLD TR | GLD | 78463V107 | $1.9M | 0.27% | 4,482 | SH |
| 37 | DIAMONDBACK ENERGY INC | FANG | 25278X109 | $1.9M | 0.26% | 9,471 | SH |
| 38 | CAPITOL SER TR | TACK | 14064D550 | $1.9M | 0.26% | 61,583 | SH |
| 39 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.7M | 0.24% | 2,605 | SH |
| 40 | INNOVATOR ETFS TRUST | ZALT | 45783Y442 | $1.6M | 0.22% | 49,328 | SH |
| 41 | EXXON MOBIL CORP | XOM | 30231G102 | $1.6M | 0.22% | 9,416 | SH |
| 42 | PACER FDS TR | COWZ | 69374H881 | $1.5M | 0.21% | 24,186 | SH |
| 43 | DBX ETF TR | DBEF | 233051200 | $1.4M | 0.20% | 28,222 | SH |
| 44 | VERTIV HOLDINGS CO | VRT | 92537N108 | $1.3M | 0.18% | 5,260 | SH |
| 45 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $1.2M | 0.17% | 16,560 | SH |
| 46 | CISCO SYS INC | CSCO | 17275R102 | $1.2M | 0.17% | 15,839 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.2M | 0.16% | 39,683 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.1M | 0.16% | 37,217 | SH |
| 49 | RTX CORPORATION | RTX | 75513E101 | $1.1M | 0.16% | 5,757 | SH |
| 50 | TEXAS INSTRS INC | TXN | 882508104 | $1.1M | 0.15% | 5,687 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $713.0M | 120 | 0001172661-26-001843 |
| 2025-12-31 | 2026-02-17 | $729.7M | 115 | 0001172661-26-000970 |
| 2025-09-30 | 2025-11-12 | $328.3M | 115 | 0001172661-25-004687 |