Insight Wealth Partners, LLC

Est. AUM

$713.0M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$465.2M	715300	65.24%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$22.6M	272811	3.17%	SOLE
3	DIREXION SHARES ETF TRUST	DAILY S&P 500 BU	$17.9M	96589	2.50%	SOLE
4	ISHARES TR	IBOXX INV CP ETF	$15.2M	139708	2.14%	SOLE
5	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$14.0M	276178	1.96%	SOLE
6	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.5M	252939	1.62%	SOLE
7	ISHARES TR	7-10 YR TRSY BD	$6.9M	72511	0.97%	SOLE
8	ISHARES TR	TIPS BD ETF	$6.7M	60632	0.94%	SOLE
9	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$6.6M	141670	0.93%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$6.6M	122574	0.92%	SOLE
11	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$6.4M	136412	0.90%	SOLE
12	ISHARES TR	IBOXX HI YD ETF	$5.8M	72531	0.81%	SOLE
13	ISHARES TR	FALN ANGLS USD	$4.9M	184138	0.69%	SOLE
14	NVIDIA CORPORATION	COM	$4.9M	27813	0.68%	SOLE
15	PRINCIPAL EXCHANGE TRADED FD	PRNC INVT GRAD	$4.7M	226628	0.66%	SOLE
16	ISHARES GOLD TR	ISHARES NEW	$4.7M	52747	0.65%	SOLE
17	ISHARES TR	JPMORGAN USD EMG	$4.4M	47021	0.62%	SOLE
18	ISHARES TR	NATIONAL MUN ETF	$3.6M	33579	0.50%	SOLE
19	ISHARES TR	CMBS ETF	$3.5M	70853	0.48%	SOLE
20	PIMCO ETF TR	ACTIVE BD ETF	$3.4M	36315	0.47%	SOLE
21	USCF ETF TR	MIDSTREAM ENERGY	$3.1M	52766	0.43%	SOLE
22	DBX ETF TR	XTRACKRS S&P 500	$3.0M	51197	0.43%	SOLE
23	RBB FD INC	US TREASY 2 YR	$2.8M	58908	0.40%	SOLE
24	ISHARES TR	ISHARES SEMICDTR	$2.6M	7828	0.36%	SOLE
25	APPLE INC	COM	$2.5M	9761	0.35%	SOLE
26	BROADCOM INC	COM	$2.4M	7712	0.33%	SOLE
27	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.3M	29386	0.33%	SOLE
28	ISHARES TR	BBB RATED CORP	$2.3M	26941	0.33%	SOLE
29	AMAZON COM INC	COM	$2.3M	10880	0.32%	SOLE
30	INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.3M	103724	0.32%	SOLE
31	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.2M	22271	0.31%	SOLE
32	EA SERIES TRUST	TBG DIVIDEND FOC	$2.1M	60510	0.30%	SOLE
33	AMERICAN CENTY ETF TR	US SML CP VALU	$2.0M	18324	0.28%	SOLE
34	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.9M	17529	0.27%	SOLE
35	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.9M	54476	0.27%	SOLE
36	SPDR GOLD TR	GOLD SHS	$1.9M	4482	0.27%	SOLE
37	DIAMONDBACK ENERGY INC	COM	$1.9M	9471	0.26%	SOLE
38	CAPITOL SER TR	FAIRLEAD TACTICA	$1.9M	61583	0.26%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2605	0.24%	SOLE
40	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.6M	49328	0.22%	SOLE
41	EXXON MOBIL CORP	COM	$1.6M	9416	0.22%	SOLE
42	PACER FDS TR	US CASH COWS 100	$1.5M	24186	0.21%	SOLE
43	DBX ETF TR	XTRACK MSCI EAFE	$1.4M	28222	0.20%	SOLE
44	VERTIV HOLDINGS CO	COM CL A	$1.3M	5260	0.18%	SOLE
45	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.2M	16560	0.17%	SOLE
46	CISCO SYS INC	COM	$1.2M	15839	0.17%	SOLE
47	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	39683	0.16%	SOLE
48	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	37217	0.16%	SOLE
49	RTX CORPORATION	COM	$1.1M	5757	0.16%	SOLE
50	TEXAS INSTRS INC	COM	$1.1M	5687	0.15%	SOLE

1–50 of 120

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.