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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

The latest 13F from Insight Wealth Partners, LLC covers Q2 2026 (filed Aug 6, 2026): 135 long positions worth $744.8M. The top 10 holdings make up 78.2% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 60.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
23
Est. +$15.3M
Added
48
Est. +$486.7M
Reduced
49
Est. −$19.6M
Sold out
6
Est. −$3.77M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    60.3%$449.4MHistory
  2. Direxion Shs ETF Tr25459W862
    6.4%$47.7M
  3. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    3.1%$22.9M
  4. JPMorgan Ultra-Short Income ETF46641Q837
    1.6%$12.1M
  5. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    1.6%$11.6M

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$447.5MAddedHistory
  2. Direxion Shs ETF Tr25459W862
    +$21.6MAdded
  3. FFord Motor Co
    +$8.35MAddedHistory
  4. iShares Tr464287234
    +$4.17MNew
  5. J P Morgan Exchange Traded F46654Q773
    +$2.78MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPYSPDR S&P 500 ETF Trust
    +59.66 pp0.7% → 60.3%History
  2. FFord Motor Co
    +0.99 pp0.2% → 1.2%History
  3. iShares Tr464287234
    +0.56 pp0.0% → 0.6%
  4. J P Morgan Exchange Traded F46654Q773
    +0.37 pp0.0% → 0.4%
  5. VMIValmont Industries Inc
    +0.11 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    −$3.62MReduced
  2. Fidelity Merrimack STR Tr316188309
    −$2.60MReduced
  3. JPMorgan Ultra-Short Income ETF46641Q837
    −$1.83MReduced
  4. Invesco Actively Managed Exc46090A804
    −$1.75MReduced
  5. iShares Tips Bond ETF464287176
    −$1.73MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    −4.59 pp6.2% → 1.6%
  2. JPMorgan Ultra-Short Income ETF46641Q837
    −4.02 pp5.6% → 1.6%
  3. Fidelity Merrimack STR Tr316188309
    −3.47 pp4.7% → 1.2%
  4. iShares Tips Bond ETF464287176
    −2.05 pp2.7% → 0.7%
  5. Invesco Actively Managed Exc46090A804
    −2.02 pp2.7% → 0.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$744.8M
+$497.4M (+201.0%) vs. prior quarter
Positions
135
+17 vs. prior quarter
Top 10 concentration
78.2%
Top 10 as share of value
Turnover
4.7%
Q2 2026, one quarter
Average holding period
19.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $744.8M (Q2 2026)

Q1 2021: $141.7MQ2 2021: $156.8MQ3 2021: $157.3MQ4 2021: $180.8MQ1 2022: $141.7MQ2 2022: $127.1MQ3 2022: $101.6MQ4 2022: $107.1MQ1 2023: $110.9MQ2 2023: $120.4MQ3 2023: $119.1MQ4 2023: $132.5MQ1 2024: $153.9MQ2 2024: $154.3MQ3 2024: $163.8MQ4 2024: $158.0MQ1 2025: $166.3MQ2 2025: $180.3MQ3 2025: $226.3MQ4 2025: $240.3MQ1 2026: $247.4MQ2 2026: $744.8M
Q1 2021Q2 2026
13F filings of Insight Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 2026135$744.8MSPYDirexion Shs ETF TrVanguard Intermediate-Term Corporate Bond ETFvs. Q1 2026SEC
Q1 2026May 14, 2026118$247.4MVanguard Intermediate-Term Corporate Bond ETFDirexion Shs ETF TriShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q4 2025SEC
Q4 2025Feb 17, 2026114$240.3MVanguard Intermediate-Term Corporate Bond ETFDirexion Shs ETF TriShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025114$226.3MVanguard Intermediate-Term Corporate Bond ETFDirexion Shs ETF TriShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 31, 2025107$180.3MDirexion Shs ETF TrJPMorgan Ultra-Short Income ETFiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2025SEC
Q1 2025May 15, 2025105$166.3MInvesco Exch TRD SLF Idx FDiShares Iboxx $ Investment Grade Corporate Bond ETFIAUvs. Q4 2024SEC
Q4 2024Feb 14, 202591$158.0MInvesco Exch TRD SLF Idx FDiShares Iboxx $ Investment Grade Corporate Bond ETFIAUvs. Q3 2024SEC
Q3 2024Nov 13, 202496$163.8MInvesco Exch TRD SLF Idx FDiShares Iboxx $ Investment Grade Corporate Bond ETFJPMorgan Ultra-Short Income ETFvs. Q2 2024SEC
Q2 2024Jul 18, 202487$154.3MJPMorgan Ultra-Short Income ETFInvesco Exch TRD SLF Idx FDiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2024SEC
Q1 2024May 10, 202484$153.9MJPMorgan Ultra-Short Income ETFTPLInvesco Exch TRD SLF Idx FDvs. Q4 2023SEC
Q4 2023Feb 13, 202473$132.5MJPMorgan Ultra-Short Income ETFInvesco Exch TRD SLF Idx FDTPLvs. Q3 2023SEC
Q3 2023Oct 30, 202365$119.1MTPLInvesco Exch TRD SLF Idx FDJPMorgan Ultra-Short Income ETFvs. Q2 2023SEC
Q2 2023Aug 11, 202368$120.4MInvesco Exch TRD SLF Idx FDJPMorgan Ultra-Short Income ETFTPLvs. Q1 2023SEC
Q1 2023May 12, 202358$110.9MTPLInvesco Exch TRD SLF Idx FDiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q4 2022SEC
Q4 2022Feb 1, 202356$107.1MTPLInvesco Exch TRD SLF Idx FDiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q3 2022SEC
Q3 2022Dec 1, 202256$101.6MVanguard Intermediate-Term Bond ETFTPLiShares Tips Bond ETFvs. Q2 2022SEC
Q2 2022Jul 13, 202256$127.1MiShares Iboxx $ Investment Grade Corporate Bond ETFVanguard Intermediate-Term Bond ETFTPLvs. Q1 2022SEC
Q1 2022May 2, 202269$141.7MiShares Iboxx $ Investment Grade Corporate Bond ETFVanguard Intermediate-Term Bond ETFTPLvs. Q4 2021SEC
Q4 2021Feb 4, 202280$180.8MInvesco Actively Managed ExciShares Tips Bond ETFVanguard Scottsdale FDSvs. Q3 2021SEC
Q3 2021Nov 5, 202154$157.3MInvesco Actively Managed ExciShares Tips Bond ETFVanguard Scottsdale FDSvs. Q2 2021SEC
Q2 2021Jul 14, 202155$156.8MInvesco Actively Managed ExcTPLiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2021SEC
Q1 2021Apr 20, 202151$141.7MInvesco Actively Managed ExciShares Tips Bond ETFVanguard Scottsdale FDS–SEC