Insight Wealth Partners, LLC
CIK 1627003 · View on SEC EDGAR ↗
- Portfolio value
- $744.8M
- Positions
- 135
- As of
- June 30, 2026
#2,969 of 9,443 by 13F value · top 31.4%
Portfolio value QoQ: +4.5% 13F does not disclose cash
- Top 10 holdings weight
- 78.22%
- Top 25 holdings weight
- 86.85%
- Positions above 1%
- 7
- Effective number of positions
- 2.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.21% Est. buys $502,037,781 · sells $23,381,218
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 77.1% still held
- New positions
- 23
- Increased
- 48
- Decreased
- 49
- Closed
- 6
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.9%
Consumer Discretionary
1.4%
Energy
0.8%
Industrials
0.6%
Retail
0.5%
Communication Services
0.3%
Communications
0.2%
Financials
0.2%
Healthcare
0.2%
Utilities
0.1%
Materials
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
Real Estate
0.0%
Consumer products
0.0%
Other/Unmapped
92.6%
Full portfolio 135 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $449,426,317 | 60.34% | 601,827 | $447,731,923 | Up ×1 | ||
| SPXL | $47,705,206 | 6.41% | 176,249 | $29,846,877 | Up ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $22,929,741 | 3.08% | 277,432 | $354,611 | Up ×1 | ||
| JPST | $12,140,815 | 1.63% | 240,079 | $-1,836,545 | Down ×1 | ||
| LQD | $11,618,820 | 1.56% | 106,526 | $-3,607,949 | Down ×1 | ||
| F Ford Motor Company Common Stock | $9,004,847 | 1.21% | 647,831 | $8,458,605 | Up ×2 | ||
| FBND | $8,905,525 | 1.20% | 195,769 | $-2,633,566 | Down ×1 | ||
| JBND JPMorgan Active Bond ETF | $7,300,556 | 0.98% | 136,459 | $709,735 | Up ×5 | ||
| UITB VictoryShares Core Intermediate Bond ETF | $7,122,561 | 0.96% | 152,068 | $708,878 | Up ×5 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $6,436,510 | 0.86% | 68,061 | $-483,957 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,702,665 | 0.77% | 28,500 | $852,012 | Up ×2 | ||
| IG | $5,307,777 | 0.71% | 256,849 | $630,393 | Up ×6 | ||
| SOXX SOXX | $5,201,204 | 0.70% | 8,117 | $2,628,604 | Up ×2 | ||
| TIP | $4,907,780 | 0.66% | 44,849 | $-1,783,551 | Down ×1 | ||
| GTO | $4,892,218 | 0.66% | 104,378 | $-1,742,184 | Down ×1 | ||
| HYG | $4,782,966 | 0.64% | 59,809 | $-987,639 | Down ×1 | ||
| FALN iShares Fallen Angels USD Bond ETF | $4,276,612 | 0.57% | 156,998 | $-643,556 | Down ×1 | ||
| EEM | $4,171,026 | 0.56% | 60,971 | Up ×1 | |||
| IAU | $4,028,610 | 0.54% | 53,352 | $-621,566 | Up ×1 | ||
| SNPE | $3,719,461 | 0.50% | 54,015 | $670,700 | Up ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $3,653,884 | 0.49% | 1,607 | $2,637,340 | Up ×1 | ||
| UTWO US Treasury 2 Year Note ETF | $3,511,303 | 0.47% | 73,213 | $667,071 | Up ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3,493,988 | 0.47% | 36,230 | $-922,677 | Down ×1 | ||
| UMI | $3,382,811 | 0.45% | 57,492 | $291,231 | Up ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $3,273,530 | 0.44% | 8,666 | $886,637 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $2,978,327 | 0.40% | 10,293 | $501,075 | Up ×2 | ||
| MUB | $2,791,125 | 0.37% | 25,935 | $-773,286 | Down ×1 | ||
| JPLD | $2,780,057 | 0.37% | 53,268 | Up ×1 | |||
| AIRR First Trust RBA American Industrial Renaissance ETF | $2,672,752 | 0.36% | 20,058 | $730,870 | Up ×6 | ||
| LQDB | $2,614,668 | 0.35% | 30,240 | $288,528 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,580,746 | 0.35% | 10,828 | $314,768 | Down ×1 | ||
| CMBS | $2,563,033 | 0.34% | 52,683 | $-889,656 | Down ×1 | ||
| AVUV | $2,418,302 | 0.32% | 19,384 | $394,026 | Up ×5 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $2,409,316 | 0.32% | 26,129 | $-941,792 | Down ×1 | ||
| TBG | $2,374,239 | 0.32% | 65,119 | $264,860 | Up ×5 | ||
| AVDV | $2,323,908 | 0.31% | 22,551 | $99,904 | Up ×5 | ||
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2,273,474 | 0.31% | 103,724 | $10,901 | |||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $2,216,902 | 0.30% | 18,578 | $1,262,331 | Up ×1 | ||
| TACK | $2,013,858 | 0.27% | 63,671 | $141,844 | Up ×1 | ||
| DBEF | $1,875,400 | 0.25% | 34,329 | $481,227 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,825,211 | 0.25% | 15,539 | $596,263 | Down ×4 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1,743,087 | 0.23% | 5,206 | $425,027 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,730,091 | 0.23% | 21,892 | $-599,309 | Down ×3 | ||
| GLD | $1,673,550 | 0.22% | 4,543 | $-255,010 | Up ×3 | ||
| FANG Diamondback Energy, Inc. - Common Stock | $1,664,988 | 0.22% | 9,472 | $-208,281 | Up ×1 | ||
| PHYS | $1,643,541 | 0.22% | 54,476 | $-287,088 | |||
| TXN Texas Instruments Incorporated - Common Stock | $1,630,145 | 0.22% | 5,469 | $526,071 | Down ×1 | ||
| AVIV | $1,536,214 | 0.21% | 19,843 | $297,026 | Up ×5 | ||
| ZALT | $1,533,769 | 0.21% | 45,284 | $-67,418 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,490,397 | 0.20% | 10,901 | $-107,165 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $1,380,850 | 0.19% | 8,330 | $949,196 | Up ×1 | ||
| SCHG | $1,340,166 | 0.18% | 39,603 | $184,200 | Down ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,227,264 | 0.16% | 3,434 | $227,664 | Down ×2 | ||
| SCHD | $1,164,074 | 0.16% | 36,710 | $22,256 | Down ×2 | ||
| COWZ | $1,152,911 | 0.15% | 18,536 | $-360,143 | Down ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,095,663 | 0.15% | 2,605 | $153,277 | Up ×2 | ||
| IFRA | $1,037,181 | 0.14% | 16,453 | $165,942 | Up ×2 | ||
| SPUU | $1,008,196 | 0.14% | 4,676 | $224,437 | Down ×2 | ||
| VBND | $988,338 | 0.13% | 22,653 | $103,253 | Up ×3 | ||
| ZJAN | $975,220 | 0.13% | 34,836 | $25,591 | |||
| PULS | $940,162 | 0.13% | 18,974 | $-31,622 | Down ×1 | ||
| OPER | $939,204 | 0.13% | 9,385 | $-60,195 | Down ×1 | ||
| IVV | $934,003 | 0.13% | 1,247 | $228,536 | Up ×2 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $914,939 | 0.12% | 44,927 | $31,358 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $911,755 | 0.12% | 2,785 | $60,434 | Down ×1 | ||
| PCAR PACCAR Inc. - Common Stock | $908,588 | 0.12% | 7,564 | $34,946 | |||
| MSFT Microsoft Corporation - Common Stock | $865,504 | 0.12% | 2,320 | $4,055 | Down ×3 | ||
| WEA Western Asset Bond Fund Share of Beneficial Interest | $851,480 | 0.11% | 79,951 | $-64,477 | Down ×2 | ||
| XLV XLV | $809,271 | 0.11% | 5,101 | $76,858 | Up ×1 | ||
| VMI Valmont Industries, Inc. Common Stock | $801,131 | 0.11% | 1,387 | Up ×1 | |||
| TMB Thornburg Multi Sector Bond ETF | $777,713 | 0.10% | 30,679 | Up ×1 | |||
| GDX GDX | $743,855 | 0.10% | 9,859 | $-156,308 | Up ×3 | ||
| AVLV | $733,184 | 0.10% | 8,038 | Up ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $663,116 | 0.09% | 4,377 | $-46,431 | Down ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $634,411 | 0.09% | 13,747 | $-299,177 | Down ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $619,726 | 0.08% | 5,616 | $38,964 | Up ×1 | ||
| CALY Callaway Golf Company Common Stock | $610,882 | 0.08% | 32,511 | $157,950 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $609,230 | 0.08% | 4,813 | Up ×1 | |||
| PJAN | $601,947 | 0.08% | 12,163 | $8,438 | Down ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $579,290 | 0.08% | 29,533 | $-5,319 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $564,333 | 0.08% | 4,837 | $-145,856 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $551,504 | 0.07% | 979 | $-71,579 | Down ×1 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $551,250 | 0.07% | 29,677 | $12,431 | Up ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $538,894 | 0.07% | 1,249 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $512,842 | 0.07% | 2,038 | $-28,491 | Down ×6 | ||
| ECL Ecolab Inc. Common Stock | $442,154 | 0.06% | 1,587 | $-5,824 | Down ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $436,263 | 0.06% | 751 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $429,155 | 0.06% | 403 | Up ×1 | |||
| AGG | $427,099 | 0.06% | 4,315 | $-36,293 | Down ×1 | ||
| AOA | $421,643 | 0.06% | 4,320 | $91,911 | Up ×3 | ||
| EVR Evercore Inc. Class A Common Stock | $417,581 | 0.06% | 1,223 | $43,249 | Down ×1 | ||
| DGRO | $401,081 | 0.05% | 5,292 | $13,056 | Down ×1 | ||
| MIRM Mirum Pharmaceuticals, Inc. - common stock | $394,994 | 0.05% | 3,374 | Up ×1 | |||
| AOK | $389,953 | 0.05% | 9,401 | $14,947 | |||
| PVAL | $377,565 | 0.05% | 7,411 | Up ×1 | |||
| XAR | $370,244 | 0.05% | 1,305 | $111,091 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $366,560 | 0.05% | 1,037 | $158,488 | Up ×2 | ||
| VIDI | $357,878 | 0.05% | 9,174 | $132,561 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $357,830 | 0.05% | 310 | Up ×1 | |||
| ENB Enbridge Inc Common Stock | $354,642 | 0.05% | 6,542 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| JBND | $7,300,556 | 0.98% | up ×5 |
| UITB | $7,122,561 | 0.96% | up ×5 |
| IG | $5,307,777 | 0.71% | up ×6 |
| UMI | $3,382,811 | 0.45% | up ×5 |
| AVGO | $3,273,530 | 0.44% | up ×5 |
| AIRR | $2,672,752 | 0.36% | up ×6 |
| AVUV | $2,418,302 | 0.32% | up ×5 |
| TBG | $2,374,239 | 0.32% | up ×5 |
| AVDV | $2,323,908 | 0.31% | up ×5 |
| GLD | $1,673,550 | 0.22% | up ×3 |
| AVIV | $1,536,214 | 0.21% | up ×5 |
| VBND | $988,338 | 0.13% | up ×3 |
| GDX | $743,855 | 0.10% | up ×3 |
| AOA | $421,643 | 0.06% | up ×3 |
| KO | $295,510 | 0.04% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| EEM | $4,171,026 | 60,971 | 0.56% |
| JPLD | $2,780,057 | 53,268 | 0.37% |
| VMI | $801,131 | 1,387 | 0.11% |
| TMB | $777,713 | 30,679 | 0.10% |
| AVLV | $733,184 | 8,038 | 0.10% |
| DUK | $609,230 | 4,813 | 0.08% |
| DELL | $538,894 | 1,249 | 0.07% |
| AMD | $436,263 | 751 | 0.06% |
| CAT | $429,155 | 403 | 0.06% |
| MIRM | $394,994 | 3,374 | 0.05% |
| PVAL | $377,565 | 7,411 | 0.05% |
| MU | $357,830 | 310 | 0.05% |
| ENB | $354,642 | 6,542 | 0.05% |
| C | $348,640 | 2,491 | 0.05% |
| ZAPR | $327,965 | 12,311 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPXL | Bought more | +80K | +$29.8M |
| LQD | Trimmed | -33K | -$3.6M |
| SNDK | Bought more | +7 | +$2.6M |
| FBND | Trimmed | -57K | -$2.6M |
| SOXX | Bought more | +289 | +$2.6M |
| JPST | Trimmed | -36K | -$1.8M |
| TIP | Trimmed | -16K | -$1.8M |
| GTO | Trimmed | -37K | -$1.7M |
| AAXJ | Bought more | +9K | +$1.3M |
| HYG | Trimmed | -13K | -$988K |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EEM | June 30, 2025 | 84,400 | $3,688,280 | No longer tracked |
| EFA | June 30, 2025 | 35,100 | $2,868,723 | No longer tracked |
| ARKK | March 31, 2025 | 48,200 | $2,736,314 | No longer tracked |
| RTX | June 30, 2026 | 5,757 | $1,110,525 | 14.5% |
| AA | June 30, 2026 | 13,981 | $927,360 | -4.6% |
| CVNA | March 31, 2026 | 2,165 | $913,673 | -77.7% |
| RKLB | March 31, 2026 | 11,949 | $833,562 | 14.4% |
| HD | Dec. 31, 2025 | 1,990 | $806,347 | -1.8% |
| BSJP | June 30, 2025 | 34,896 | $804,353 | No longer tracked |
| TOPT | June 30, 2026 | 27,469 | $786,163 | No longer tracked |
| BSCP | June 30, 2025 | 34,612 | $715,776 | No longer tracked |
| BROS | March 31, 2026 | 11,657 | $713,642 | -1.5% |
| NDAQ | Dec. 31, 2025 | 6,999 | $619,062 | -0.2% |
| BALT | March 31, 2026 | 14,433 | $483,650 | No longer tracked |
| WMT | June 30, 2026 | 3,875 | $481,585 | -7.9% |
| EALT | June 30, 2025 | 15,381 | $472,878 | No longer tracked |
| ACN | Dec. 31, 2025 | 1,746 | $430,564 | -31.0% |
| IXC | March 31, 2025 | 9,981 | $381,056 | No longer tracked |
| KE | March 31, 2026 | 13,259 | $368,865 | 0.2% |
| JAJL | Sept. 30, 2025 | 12,150 | $342,266 | No longer tracked |
| NOW | Dec. 31, 2025 | 368 | $338,663 | -15.4% |
| KBDC | Sept. 30, 2025 | 21,559 | $328,990 | 0.4% |
| TXRH | Dec. 31, 2025 | 1,855 | $308,208 | 21.9% |
| ZAUG | Dec. 31, 2025 | 11,082 | $293,230 | No longer tracked |
| ORCL | Dec. 31, 2025 | 974 | $273,928 | -26.9% |
| ABT | March 31, 2026 | 2,117 | $265,239 | 11.9% |
| APP | March 31, 2026 | 392 | $264,137 | -20.5% |
| HOOD | March 31, 2026 | 2,316 | $261,940 | 41.6% |
| BP | June 30, 2026 | 5,566 | $261,602 | 22.2% |
| DASH | Dec. 31, 2025 | 952 | $258,934 | -2.1% |
| BND | March 31, 2026 | 3,249 | $240,635 | |
| QBTS | March 31, 2026 | 9,196 | $240,475 | No longer tracked |
| GOOGL | March 31, 2025 | 1,240 | $234,744 | 121.8% |
| XTOC | Dec. 31, 2025 | 7,090 | $231,262 | No longer tracked |
| BP | June 30, 2025 | 6,643 | $224,467 | 50.9% |
| DDFL | Dec. 31, 2025 | 11,110 | $224,366 | No longer tracked |
| BP | Dec. 31, 2025 | 6,410 | $220,889 | 30.0% |
| TPL | Sept. 30, 2025 | 208 | $219,729 | 23.9% |
| BRKB | Dec. 31, 2025 | 437 | $219,698 | No longer tracked |
| BX | March 31, 2025 | 1,183 | $203,974 | 2.4% |
| IBM | Sept. 30, 2025 | 690 | $203,398 | -16.3% |
| GS | June 30, 2026 | 240 | $203,038 | 0.6% |
| IBM | March 31, 2026 | 685 | $202,904 | -2.6% |