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CIK: 0001627003
Total reported value
$759.1M
$759.1M
135 檔
71.6%
According to the latest 13F quarterly dataset, Insight Wealth Partners, LLC managed an equity portfolio of $759.1M at the end of Q2 2026, spanning 135 distinct U.S. exchange-listed positions.
In Q2 2026, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 23 new positions and adding to 47 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 | 60.34% | +0.44% | -16.17% | |
| 2 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 6.41% | +1.28% | +78.77% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.08% | -0.41% | +1.69% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.63% | -0.16% | -13.07% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.56% | -0.10% | -23.75% | |
| 6 | F | Ford Motor Co | Stock-Consumer Disc | 1.21% | -0.18% | +1268.61% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.20% | -0.01% | -22.60% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.98% | -0.03% | +11.33% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.96% | -0.04% | +11.48% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.86% | -0.07% | -6.14% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | — | +2.47% | |
| 12 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.71% | -0.06% | +13.34% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.70% | -0.17% | +3.69% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.66% | -0.01% | -26.03% | |
| 15 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.66% | -0.01% | -26.32% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.64% | -0.03% | -17.54% | |
| 17 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.57% | — | -14.74% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | -0.03% | — | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 0.54% | +0.01% | +1.15% | |
| 20 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.50% | -0.06% | +5.50% | |
| 21 | SNDK | Sandisk CORP | Stock-Tech | 0.49% | -0.14% | +0.44% | |
| 22 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 0.47% | -0.01% | +24.28% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | -0.04% | -22.95% | |
| 24 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.45% | +0.05% | +8.96% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.06% | +12.37% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.02% | +5.45% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.02% | -22.76% | |
| 28 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.37% | +0.07% | — | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.36% | -0.12% | +14.43% | |
| 30 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.35% | -0.03% | +12.25% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | — | -0.48% | |
| 32 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.34% | — | -25.64% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.32% | -0.05% | +5.78% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.32% | -0.01% | -28.05% | |
| 35 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.32% | +0.04% | +7.62% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.31% | -0.02% | +1.26% | |
| 37 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.31% | -0.03% | — | |
| 38 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.30% | — | +87.39% | |
| 39 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.27% | — | +3.39% | |
| 40 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.25% | -0.02% | +21.64% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | -0.03% | -1.89% | |
| 42 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.23% | -0.09% | -1.03% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.23% | -0.01% | -25.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.03% | +1.36% | |
| 45 | FANG | Diamondback Energy Inc | Stock-Energy | 0.22% | +0.01% | +0.01% | |
| 46 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.22% | — | — | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.22% | +0.04% | -3.83% | |
| 48 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.21% | -0.01% | +19.82% | |
| 49 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.21% | +0.03% | -8.20% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.20% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPXL | Direxion Daily S&p 500 Bull | +3.9% | +78.77% | Add |
| 2 | F | Ford Motor Co | +1.1% | +1268.61% | Add |
| 3 | EEM | Ishares Msci Emerging Market | +0.6% | NEW | New buy |
| 4 | JPLD | Jpmorgan LTD Duration ETF | +0.4% | NEW | New buy |
| 5 | SNDK | Sandisk CORP | +0.4% | +0.44% | Add |
| 6 | SOXX | Ishares Semiconductor ETF | +0.3% | +3.69% | Add |
| 7 | AAXJ | Ishares Msci All Country Asi | +0.2% | +87.39% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +299.33% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +12.37% | Add |
| 10 | VMI | Valmont Industries | +0.1% | NEW | New buy |
| 11 | TMB | Thornburg Multi Sector B ETF | +0.1% | NEW | New buy |
| 12 | AVLV | Avantis US Large Cap Value | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +2.47% | Add |
| 14 | AIRR | First Trust Rba American Ind | +0.1% | +14.43% | Add |
| 15 | DUK | Duke Energy CORP | +0.1% | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.89% | Trim |
| 17 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | +0.1% | +5.50% | Add |
| 18 | UTWO | F/m US Treasury 2 Year Note | +0.1% | +24.28% | Add |
| 19 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 20 | TXN | Texas Instruments Inc | +0.1% | -3.83% | Trim |
| 21 | JBND | Jpmorgan Active Bond ETF | +0.1% | +11.33% | Add |
| 22 | UITB | Victoryshares Core Intermedi | +0.1% | +11.48% | Add |
| 23 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 24 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 25 | IG | Prin Invest Grad CORP Etf-ui | +0.1% | +13.34% | Add |
| 26 | AAPL | Apple Inc | +0.1% | +5.45% | Add |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +21.64% | Add |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | -1.03% | Trim |
| 29 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 30 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | NEW | New buy |
| 31 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 32 | ENB | Enbridge Inc | +0.1% | NEW | New buy |
| 33 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 34 | AVUV | Avantis US Small Cap Value | 0% | +5.78% | Add |
| 35 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | 0% | NEW | New buy |
| 36 | CAMT | Camtek Ltd. | 0% | NEW | New buy |
| 37 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 38 | HPE | Hewlett Packard Enterprise | 0% | NEW | New buy |
| 39 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | +19.82% | Add |
| 40 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 41 | AMZN | Amazon.com Inc | 0% | -0.48% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | +15.46% | Add |
| 43 | SPUU | Dir Dai S&p 500 Bu 2x Etf-us | 0% | -1.35% | Trim |
| 44 | MO | Altria Group Inc | 0% | NEW | New buy |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | NEW | New buy |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | NEW | New buy |
| 47 | UMI | Uscf Midstream Energy Income | 0% | +8.96% | Add |
| 48 | LQDB | Ishares Bbb Rate CORP Bond | 0% | +12.25% | Add |
| 49 | TBG | Tbg Dividend Focus ETF | 0% | +7.62% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | 0% | -1.21% | Trim |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $759.1M across 135 disclosed positions in Q2 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, SPXL, VCIT) accounted for 71.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
EEM
市值: $4.2M
Top Position Liquidated / Trimmed
RTX
前期市值: $1.1M
During Q2 2026, Insight Wealth Partners, LLC's top holdings by market value included SPY (60.3%)、SPXL (6.4%)、VCIT (3.1%). The largest single position, SPY, represented 60.3% of total portfolio value.
In Q2 2026, Insight Wealth Partners, LLC made 126 total portfolio adjustments, initiating 23 new buys, adding to 47 positions, trimming 50 holdings, and fully liquidating 6 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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