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Insight Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1627003 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Insight Wealth Partners, LLC manages $744.8M in 13F-reported U.S. long-equity assets across 135 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (60.34%), SPXL (6.41%), VCIT (3.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 6, added to 52, and trimmed 37.

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.

Filer Information
Address
3333 PREMIER DRIVE, SUITE 800
PLANO, TX 75023
Phone
(972) 543-4800
Filing Manager
Insight Wealth Partners, LLC
Plano, TX
Signatory
Wayne Smith
Authorized Signer
Loading holdings…
AUM

$744.8M

Long-equity book

Holdings

135

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+23 / −6 / ↑52 / ↓37

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$447.7M +26424.3%
  • DIREXION SHARES ETF TRUST$29.8M +167.1%
  • FORD MTR CO$8.5M +1548.5%
  • SANDISK CORP$2.6M +259.4%
  • ISHARES TR$2.6M +102.2%
Show all 52 →

Top Trims

  • ISHARES TR-$3.6M -23.7%
  • FIDELITY MERRIMACK STR TR-$2.6M -22.8%
  • J P MORGAN EXCHANGE TRADED F-$1.8M -13.1%
  • ISHARES TR-$1.8M -26.7%
  • INVESCO ACTIVELY MANAGED EXC-$1.7M -26.3%
Show all 37 →

New Positions

  • ISHARES TR$4.2M
  • J P MORGAN EXCHANGE TRADED F$2.8M
  • VALMONT INDS INC$801.1K
  • THORNBURG ETF TR$777.7K
  • AMERICAN CENTY ETF TR$733.2K
Show all 23 →

Exited Positions

  • RTX CORPORATION$1.1M
  • ALCOA CORP$927.4K
  • ISHARES TR$786.2K
  • WALMART INC$481.6K
  • BP PLC$261.6K
Show all 6 →
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 SPY 78462F103 $449.4M 60.34% 601,827 SH
2 DIREXION SHARES ETF TRUST SPXL 25459W862 $47.7M 6.41% 176,249 SH
3 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $22.9M 3.08% 277,432 SH
4 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $12.1M 1.63% 240,079 SH
5 ISHARES TR LQD 464287242 $11.6M 1.56% 106,526 SH
6 FORD MTR CO F 345370860 $9.0M 1.21% 647,831 SH
7 FIDELITY MERRIMACK STR TR FBND 316188309 $8.9M 1.20% 195,769 SH
8 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $7.3M 0.98% 136,459 SH
9 VICTORY PORTFOLIOS II UITB 92647N527 $7.1M 0.96% 152,068 SH
10 ISHARES TR IEF 464287440 $6.4M 0.86% 68,061 SH
11 NVIDIA CORPORATION NVDA 67066G104 $5.7M 0.77% 28,500 SH
12 PRINCIPAL EXCHANGE TRADED FD IG 74255Y821 $5.3M 0.71% 256,849 SH
13 ISHARES TR SOXX 464287523 $5.2M 0.70% 8,117 SH
14 ISHARES TR TIP 464287176 $4.9M 0.66% 44,849 SH
15 INVESCO ACTIVELY MANAGED EXC GTO 46090A804 $4.9M 0.66% 104,378 SH
16 ISHARES TR HYG 464288513 $4.8M 0.64% 59,809 SH
17 ISHARES TR FALN 46435G474 $4.3M 0.57% 156,998 SH
18 ISHARES TR EEM 464287234 $4.2M 0.56% 60,971 SH
19 ISHARES GOLD TR IAU 464285204 $4.0M 0.54% 53,352 SH
20 DBX ETF TR SNPE 233051143 $3.7M 0.50% 54,015 SH
21 SANDISK CORP SNDK 80004C200 $3.7M 0.49% 1,607 SH
22 RBB FD INC UTWO 74933W486 $3.5M 0.47% 73,213 SH
23 ISHARES TR EMB 464288281 $3.5M 0.47% 36,230 SH
24 USCF ETF TR UMI 90290T882 $3.4M 0.45% 57,492 SH
25 BROADCOM INC AVGO 11135F101 $3.3M 0.44% 8,666 SH
26 APPLE INC AAPL 037833100 $3.0M 0.40% 10,293 SH
27 ISHARES TR MUB 464288414 $2.8M 0.37% 25,935 SH
28 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $2.8M 0.37% 53,268 SH
29 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $2.7M 0.36% 20,058 SH
30 ISHARES TR LQDB 46436E494 $2.6M 0.35% 30,240 SH
31 AMAZON COM INC AMZN 023135106 $2.6M 0.35% 10,828 SH
32 ISHARES TR CMBS 46429B366 $2.6M 0.34% 52,683 SH
33 AMERICAN CENTY ETF TR AVUV 025072877 $2.4M 0.32% 19,384 SH
34 PIMCO ETF TR BOND 72201R775 $2.4M 0.32% 26,129 SH
35 EA SERIES TRUST TBG 02072L375 $2.4M 0.32% 65,119 SH
36 AMERICAN CENTY ETF TR AVDV 025072802 $2.3M 0.31% 22,551 SH
37 INVESCO EXCH TRD SLF IDX FD BSMU 46138J445 $2.3M 0.31% 103,724 SH
38 ISHARES TR AAXJ 464288182 $2.2M 0.30% 18,578 SH
39 CAPITOL SER TR TACK 14064D550 $2.0M 0.27% 63,671 SH
40 DBX ETF TR DBEF 233051200 $1.9M 0.25% 34,329 SH
41 CISCO SYS INC CSCO 17275R102 $1.8M 0.25% 15,539 SH
42 VERTIV HOLDINGS CO VRT 92537N108 $1.7M 0.23% 5,206 SH
43 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.7M 0.23% 21,892 SH
44 SPDR GOLD TR GLD 78463V107 $1.7M 0.22% 4,543 SH
45 DIAMONDBACK ENERGY INC FANG 25278X109 $1.7M 0.22% 9,472 SH
46 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $1.6M 0.22% 54,476 SH
47 TEXAS INSTRS INC TXN 882508104 $1.6M 0.22% 5,469 SH
48 AMERICAN CENTY ETF TR AVIV 025072364 $1.5M 0.21% 19,843 SH
49 INNOVATOR ETFS TRUST ZALT 45783Y442 $1.5M 0.21% 45,284 SH
50 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.20% 10,901 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $744.8M 135 0001172661-26-003122
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