CIK: 0001627003
Total reported value
$713.0M
Reporting period: 2026-03-31 · Number of holdings: 120
Insight Wealth Partners, LLC disclosed 120 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $713.0M and a quarterly turnover rate of 8.9%.
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Insight Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.433 — mathematically equivalent to about 2 equally-sized positions, well below its 120 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 7.10), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 5% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim SPY
-0.3% -$24.3M
Add IEF
+106.4% $3.5M
Trim SPXL
-0.6% -$3.6M
Trim IAU
-42.5% -$2.8M
Add ZALT
+113.2% $847.6K
Add FBND
+6.4% $590.4K
Showing top 118 holdings (of 120 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 65.48% | -1.84% | -0.34% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.17% | — | -1.14% | |
| 3 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.56% | -0.44% | -0.57% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.14% | +0.10% | +3.45% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.96% | +0.10% | +2.97% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.62% | +0.12% | +6.36% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.97% | +0.51% | +106.35% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.94% | +0.08% | +5.95% | |
| 9 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.93% | +0.07% | +7.30% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.92% | — | +0.42% | |
| 11 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.90% | — | +0.49% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.81% | +0.06% | +6.22% | |
| 13 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.69% | — | +5.71% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | — | +2.00% | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.66% | — | +2.74% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.37% | -42.53% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | — | +4.19% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | — | +1.71% | |
| 19 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.48% | — | +6.71% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.47% | — | +7.60% | |
| 21 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.43% | +0.10% | +7.44% | |
| 22 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.43% | — | +2.00% | |
| 23 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 0.40% | +0.40% | NEW | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | +0.04% | +1.43% | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.35% | — | +0.15% | |
| 26 | AVGO | Broadcom INC | Stock-Tech | 0.33% | -0.03% | +0.55% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.02% | -9.40% | |
| 28 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.33% | — | -1.69% | |
| 29 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.32% | — | +1.54% | |
| 30 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.32% | — | — | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.31% | — | +0.99% | |
| 32 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.30% | +0.05% | +11.86% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | — | +2.80% | |
| 34 | AIRR | First Trust Rba American Ind | ETF-Other | 0.27% | +0.05% | +8.63% | |
| 35 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.27% | -0.06% | -25.76% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | +0.04% | +5.01% | |
| 37 | FANG | Diamondback Energy INC | Stock-Energy | 0.26% | +0.06% | -0.68% | |
| 38 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.26% | — | -1.39% | |
| 39 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.22% | +0.12% | +113.21% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | +0.07% | +2.62% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.21% | — | -4.56% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.20% | — | +14.07% | |
| 43 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.18% | +0.06% | +0.11% | |
| 44 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.17% | — | +14.18% | |
| 45 | CSCO | Cisco Systems INC | Stock-Tech | 0.17% | — | -3.61% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.16% | — | -2.63% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | — | -1.60% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.16% | — | +1.59% | |
| 49 | TXN | Texas Instruments INC | Stock-Tech | 0.15% | +0.04% | +21.47% | |
| 50 | SNDK | Sandisk CORP | Stock-Tech | 0.14% | +0.14% | NEW |
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+18.4%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 120 | $713.0M | 9 | |
| 2025-12-31 | 115 | $729.7M | 79 | |
| 2025-09-30 | 115 | $328.3M | 100 | |
| 2025-06-30 | 108 | $257.7M | 0 | |
| 2025-03-31 | 108 | $600.7M | 100 | |
| 2024-12-31 | 95 | $730.0M | 0 | |
| 2024-09-30 | 100 | $506.3M | 0 | |
| 2024-06-30 | 91 | $578.1M | 0 | |
| 2024-03-31 | 88 | $580.8M | 0 | |
| 2023-12-31 | 77 | $576.9M | 0 | |
| 2023-09-30 | 69 | $516.8M | 0 | |
| 2023-06-30 | 71 | $431.4M | 0 | |
| 2023-03-31 | 61 | $445.6M | 0 | |
| 2022-12-31 | 59 | $133.7M | 0 | |
| 2022-09-30 | 59 | $106.0M | 0 | |
| 2022-06-30 | 59 | $133.0M | 0 | |
| 2022-03-31 | 72 | $180.1M | 0 | |
| 2021-12-31 | 83 | $534.9M | 0 | |
| 2021-09-30 | 57 | $186.6M | 0 | |
| 2021-06-30 | 58 | $187.8M | 100 | |
| 2021-03-31 | 53 | $203.1M | 34 | |
| 2020-12-31 | 53 | $163.3M | 54 | |
| 2020-09-30 | 52 | $104.7M | 73 | |
| 2020-06-30 | 42 | $97.4M | 51 | |
| 2020-03-31 | 38 | $76.7M | 66 | |
| 2019-12-31 | 39 | $100.8M | 0 |
Insight Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: F/m US Treasury 2 Year Note (UTWO); New buy: Sandisk CORP (SNDK); New buy: Ishares Msci All Country Asi (AAXJ); New buy: Innovator Edp ETF - 1y Jan (ZJAN); New buy: Alcoa CORP (AA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +106.35% | Add |
| 2 | ZALT | Innovator US Eq 10 Buffer | +0.1% | +113.21% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.1% | +6.36% | Add |
| 4 | UMI | Uscf Midstream Energy Income | +0.1% | +7.44% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.1% | +2.97% | Add |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +3.45% | Add |
| 7 | TIP | Ishares Tips Bond ETF | +0.1% | +5.95% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +2.62% | Add |
| 9 | GTO | Invesco Total Return Bond Et | +0.1% | +7.30% | Add |
| 10 | VRT | Vertiv Holdings Co-a | +0.1% | +0.11% | Add |
| 11 | FANG | Diamondback Energy INC | +0.1% | -0.68% | Trim |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +6.22% | Add |
| 13 | AIRR | First Trust Rba American Ind | +0.1% | +8.63% | Add |
| 14 | TBG | Tbg Dividend Focus ETF | +0.1% | +11.86% | Add |
| 15 | TXN | Texas Instruments INC | 0% | +21.47% | Add |
| 16 | SOXX | Ishares Semiconductor ETF | 0% | +1.43% | Add |
| 17 | GLD | Spdr Gold Shares | 0% | +5.01% | Add |
| 18 | VCIT | Vanguard Int-term Corporate | — | -1.14% | Trim |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -9.40% | Trim |
| 20 | AVGO | Broadcom INC | 0% | +0.55% | Add |
| 21 | TOPT | Ishares Top 20 US Stocks ETF | 0% | -17.23% | Trim |
| 22 | MSFT | Microsoft CORP | 0% | -1.36% | Trim |
| 23 | PHYS | Sprott Physical Gold Trust | -0.1% | -25.76% | Trim |
| 24 | IAU | Ishares Gold Trust | -0.4% | -42.53% | Trim |
| 25 | SPXL | Direxion Daily S&p 500 Bull | -0.4% | -0.57% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.8% | -0.34% | Trim |
| 27 | UTWO | F/m US Treasury 2 Year Note | — | NEW | New buy |
| 28 | SNDK | Sandisk CORP | — | NEW | New buy |
| 29 | AAXJ | Ishares Msci All Country Asi | — | NEW | New buy |
| 30 | ZJAN | Innovator Edp ETF - 1y Jan | — | NEW | New buy |
| 31 | AA | Alcoa CORP | — | NEW | New buy |
| 32 | CVNA | Carvana Co | — | EXIT | Sold out |
| 33 | RKLB | Rocket Lab CORP | — | EXIT | Sold out |
| 34 | BROS | Dutch Bros Inc-class A | — | EXIT | Sold out |
| 35 | TJX | Tjx Companies INC | — | NEW | New buy |
| 36 | PJAN | Innovator U.s. Equity Power | — | NEW | New buy |
| 37 | BALT | Inn Defined Wealth Shield | — | EXIT | Sold out |
| 38 | WMT | Walmart INC | — | NEW | New buy |
| 39 | KE | Kimball Electronics INC | — | EXIT | Sold out |
| 40 | VTIX | Virtuix Holdings Inc-cl A | — | NEW | New buy |
| 41 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 42 | TNK | Teekay Tankers Ltd. | — | NEW | New buy |
| 43 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | — | NEW | New buy |
| 44 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 45 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 46 | HOOD | Robinhood Markets INC - A | — | EXIT | Sold out |
| 47 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 48 | XAR | Ss Spdr S&p Aerospace Def | — | NEW | New buy |
| 49 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 50 | QBTS | D-wave Quantum INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-18 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-01 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-12-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-04 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-14 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-20 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-19 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-20 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-07 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-03-16 | 13F-HR | View on EDGAR |
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