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CIK: 0001627003
Total reported value
$744.8M
$744.8M
118 檔
72.1%
The Q1 2026 SEC filing reveals that Insight Wealth Partners, LLC held a total portfolio value of $744.8M, covering 118 public equity positions.
In Q1 2026, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | 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% | -5.14% | -0.34% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.17% | -0.09% | -1.14% | |
| 3 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.56% | +3.85% | -0.57% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.14% | -0.58% | +3.45% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.96% | -0.33% | +2.97% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.62% | -0.42% | +6.36% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.97% | -0.11% | +106.35% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.94% | -0.28% | +5.95% | |
| 9 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.93% | -0.27% | +7.30% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.92% | +0.06% | +0.42% | |
| 11 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.90% | +0.06% | +0.49% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.81% | -0.17% | +6.22% | |
| 13 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.69% | -0.12% | +5.71% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.09% | +2.00% | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.66% | +0.05% | +2.74% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.11% | -42.53% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | -0.15% | +4.19% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.13% | +1.71% | |
| 19 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.48% | -0.14% | +6.71% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.47% | -0.15% | +7.60% | |
| 21 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.43% | +0.02% | +7.44% | |
| 22 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.43% | +0.07% | +2.00% | |
| 23 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 0.40% | +0.07% | — | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | +0.34% | +1.43% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.05% | +0.15% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.11% | +0.55% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.10% | -9.40% | |
| 28 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.33% | +0.02% | -1.69% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.03% | +1.54% | |
| 30 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.32% | -0.01% | — | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.31% | — | +0.99% | |
| 32 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.30% | +0.02% | +11.86% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | +0.04% | +2.80% | |
| 34 | AIRR | First Trust Rba American Ind | ETF-Other | 0.27% | +0.09% | +8.63% | |
| 35 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.27% | -0.05% | -25.76% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | -0.05% | +5.01% | |
| 37 | FANG | Diamondback Energy Inc | Stock-Energy | 0.26% | -0.04% | -0.68% | |
| 38 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.26% | +0.01% | -1.39% | |
| 39 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.22% | -0.01% | +113.21% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.02% | +2.62% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.21% | -0.06% | -4.56% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.20% | +0.05% | +14.07% | |
| 43 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.18% | +0.05% | +0.11% | |
| 44 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.17% | +0.04% | +14.18% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.17% | +0.08% | -3.61% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.16% | +0.02% | -2.63% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | — | -1.60% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.16% | EXIT | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.15% | +0.07% | +21.47% | |
| 50 | SNDK | Sandisk CORP | Stock-Tech | 0.14% | +0.35% | — |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $744.8M across 118 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VCIT, SPXL) accounted for 72.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
UTWO
市值: $2.8M
Top Position Liquidated / Trimmed
CVNA
前期市值: $913.7K
During Q1 2026, Insight Wealth Partners, LLC's top holdings by market value included SPY (65.5%)、VCIT (3.2%)、SPXL (2.6%). The largest single position, SPY, represented 65.5% of total portfolio value.
In Q1 2026, Insight Wealth Partners, LLC made 115 total portfolio adjustments, initiating 15 new buys, adding to 58 positions, trimming 31 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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