Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 118
- +4 vs. Q4 2025
- Portfolio value
- $247.4M
- +$7.10M (+3.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 272,811 | $22.6M | 9.1% | −3,139−1.1% | Reduced | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 96,589 | $17.9M | 7.2% | −2,569−2.6% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 139,708 | $15.2M | 6.2% | +4,658+3.4% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 276,178 | $14.0M | 5.6% | +7,976+3.0% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 252,939 | $11.5M | 4.7% | +15,130+6.4% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 72,511 | $6.92M | 2.8% | +37,372+106.4% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 60,632 | $6.69M | 2.7% | +3,407+6.0% | Added | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 141,670 | $6.63M | 2.7% | +9,642+7.3% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 122,574 | $6.59M | 2.7% | +518+0.4% | Added | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 136,412 | $6.41M | 2.6% | +669+0.5% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 72,531 | $5.77M | 2.3% | +4,247+6.2% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 184,138 | $4.92M | 2.0% | +9,939+5.7% | Added | – |
| NVDANVIDIA Corp | Stock | 27,813 | $4.85M | 2.0% | +545+2.0% | Added | History |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 226,628 | $4.68M | 1.9% | +6,038+2.7% | Added | – |
| IAUiShares Gold Trust | ETF | 52,747 | $4.65M | 1.9% | −39,042−42.5% | Reduced | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 47,021 | $4.42M | 1.8% | +1,890+4.2% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 33,579 | $3.56M | 1.4% | +564+1.7% | Added | – |
| iShares Tr46429B366 | CMBS ETF | 70,853 | $3.45M | 1.4% | +4,456+6.7% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 36,315 | $3.35M | 1.4% | +2,565+7.6% | Added | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 52,766 | $3.09M | 1.2% | +3,654+7.4% | Added | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 51,197 | $3.05M | 1.2% | +1,004+2.0% | Added | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 58,908 | $2.84M | 1.1% | +58,908 | New | – |
| iShares Semiconductor ETF464287523 | ETF | 7,828 | $2.57M | 1.0% | +110+1.4% | Added | – |
| AAPLApple Inc. | Stock | 9,761 | $2.48M | 1.0% | +15+0.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 7,712 | $2.39M | 1.0% | +42+0.5% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,386 | $2.33M | 0.9% | −3,050−9.4% | Reduced | – |
| iShares Tr46436E494 | BBB RATED CORP | 26,941 | $2.33M | 0.9% | −464−1.7% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 10,880 | $2.27M | 0.9% | +165+1.5% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $2.26M | 0.9% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,271 | $2.22M | 0.9% | +218+1.0% | Added | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 60,510 | $2.11M | 0.9% | +6,415+11.9% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 18,324 | $2.02M | 0.8% | +499+2.8% | Added | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 17,529 | $1.94M | 0.8% | +1,392+8.6% | Added | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 54,476 | $1.93M | 0.8% | −18,898−25.8% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 4,482 | $1.93M | 0.8% | +214+5.0% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $1.87M | 0.8% | −65−0.7% | Reduced | History |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 61,583 | $1.87M | 0.8% | −867−1.4% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,605 | $1.69M | 0.7% | −129−4.7% | Reduced | History |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 49,328 | $1.60M | 0.6% | +26,192+113.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 9,416 | $1.60M | 0.6% | +240+2.6% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 24,186 | $1.51M | 0.6% | −1,156−4.6% | Reduced | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 28,222 | $1.39M | 0.6% | +3,480+14.1% | Added | – |
| VRTVertiv Holdings Co | COM CL A | 5,260 | $1.32M | 0.5% | +6+0.1% | Added | History |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 16,560 | $1.24M | 0.5% | +2,056+14.2% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 15,839 | $1.23M | 0.5% | −593−3.6% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 39,683 | $1.16M | 0.5% | −1,072−2.6% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,217 | $1.14M | 0.5% | −606−1.6% | Reduced | – |
| RTXRTX Corp | Stock | 5,757 | $1.11M | 0.4% | +90+1.6% | Added | History |
| TXNTexas Instruments Inc | Stock | 5,687 | $1.10M | 0.4% | +1,005+21.5% | Added | History |
| SNDKSandisk Corp | COM | 1,600 | $1.02M | 0.4% | +1,600 | New | History |
| GOOGLAlphabet Inc. | Stock | 3,476 | $999.6K | 0.4% | −81−2.3% | Reduced | History |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,986 | $999.4K | 0.4% | 00.0% | Unchanged | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,632 | $971.8K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 9,914 | $954.6K | 0.4% | +9,914 | New | – |
| Innovator ETFs Trust45784N817 | EQUITY 1YR JANUA | 34,836 | $949.6K | 0.4% | +34,836 | New | – |
| TSLATesla, Inc. | Stock | 2,535 | $942.4K | 0.4% | +365+16.8% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 20,212 | $933.6K | 0.4% | +1,506+8.1% | Added | – |
| AAAlcoa Corp | Stock | 13,981 | $927.4K | 0.4% | +13,981 | New | History |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 86,574 | $916.0K | 0.4% | −8,274−8.7% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,809 | $900.2K | 0.4% | +634+6.9% | Added | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 20,400 | $885.1K | 0.4% | +541+2.7% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 43,264 | $883.6K | 0.4% | −749−1.7% | Reduced | – |
| PCARPaccar Inc | COM | 7,564 | $873.6K | 0.4% | −235−3.0% | Reduced | History |
| iShares Tr46435U713 | US INFRASTRUC | 15,231 | $871.2K | 0.4% | +531+3.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,327 | $861.4K | 0.3% | −32−1.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,894 | $851.3K | 0.3% | +80+2.8% | Added | History |
| iShares Tr46438G570 | TOP 20 U S ETF | 27,469 | $786.2K | 0.3% | −5,720−17.2% | Reduced | – |
| Direxion Shs ETF Tr25459Y165 | DLY S&P500 2XS | 4,740 | $783.8K | 0.3% | −246−4.9% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,996 | $732.4K | 0.3% | −36−0.7% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 4,855 | $710.2K | 0.3% | −368−7.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 4,443 | $709.5K | 0.3% | +4,443 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,080 | $705.5K | 0.3% | +386+55.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,089 | $623.1K | 0.3% | +3+0.3% | Added | History |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 12,866 | $593.5K | 0.2% | +12,866 | New | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 29,789 | $584.6K | 0.2% | +254+0.9% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,261 | $580.8K | 0.2% | −2,025−27.8% | Reduced | – |
| FFord Motor Co | Stock | 47,335 | $546.2K | 0.2% | +319+0.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,489 | $541.3K | 0.2% | −224−8.3% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 28,875 | $538.8K | 0.2% | +268+0.9% | Added | – |
| WMTWalmart Inc. | Stock | 3,875 | $481.6K | 0.2% | +3,875 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,668 | $463.4K | 0.2% | +548+13.3% | Added | – |
| CALYCallaway Golf Co | COM | 32,632 | $452.9K | 0.2% | +2,467+8.2% | Added | History |
| ECLEcolab Inc. | Stock | 1,684 | $448.0K | 0.2% | −80−4.5% | Reduced | History |
| CVXChevron Corp | Stock | 2,086 | $431.7K | 0.2% | −25−1.2% | Reduced | History |
| COPConocoPhillips | Stock | 3,020 | $398.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,529 | $388.0K | 0.2% | +300+5.7% | Added | – |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $375.0K | 0.2% | 00.0% | Unchanged | – |
| EVREvercore Inc. | CLASS A | 1,254 | $374.3K | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 2,262 | $351.3K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 17,870 | $349.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,726 | $329.7K | 0.1% | +1,081+40.9% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 8,645 | $327.1K | 0.1% | +481+5.9% | Added | History |
| VTIXVirtuix Holdings Inc. | COM CL A | 48,298 | $327.0K | 0.1% | +48,298 | New | History |
| TPLTexas Pacific Land Corp | Stock | 629 | $298.5K | 0.1% | +629 | New | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 12,786 | $296.3K | 0.1% | 00.0% | Unchanged | – |
| TNKTeekay Tankers Ltd. | CL A | 4,026 | $295.2K | 0.1% | +4,026 | New | History |
| LLYEli Lilly & Co | Stock | 307 | $282.7K | 0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 10,484 | $280.2K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 16,117 | $269.5K | 0.1% | +299+1.9% | Added | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 10,487 | $266.3K | 0.1% | +10,487 | New | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $465.2M |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | – | $369.8K |
Sold out since Q4 2025 (11)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 2,165 | $913.7K | 0.4% | History |
| RKLBRocket Lab Corp | COM | 11,949 | $833.6K | 0.3% | History |
| BROSDutch Bros Inc. | CL A | 11,657 | $713.6K | 0.3% | History |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 14,433 | $483.6K | 0.2% | – |
| KEKimball Electronics, Inc. | Stock | 13,259 | $368.9K | 0.2% | History |
| ABTAbbott Laboratories | Stock | 2,117 | $265.2K | 0.1% | History |
| APPAppLovin Corp | COM CL A | 392 | $264.1K | 0.1% | History |
| HOODRobinhood Markets, Inc. | Stock | 2,316 | $261.9K | 0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,249 | $240.6K | 0.1% | – |
| QBTSD-Wave Quantum Inc. | Stock | 9,196 | $240.5K | 0.1% | History |
| IBMInternational Business Machines Corp | Stock | 685 | $202.9K | 0.1% | History |