Insight Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Insight Wealth Partners, Llc disclosed 129 stock positions valued at approximately $744.81M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, DIREXION SHARES ETF TRUST, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 129
- Portfolio Value
- $744.81M
Holdings by Sector
Insight Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 60.34% | 601,827 | +599,222 | +23002.76% | $449,426,317 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 6.41% | 176,249 | +79,660 | +82.47% | $47,705,206 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.08% | 277,432 | +4,621 | +1.69% | $22,929,741 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.63% | 240,079 | -36,099 | -13.07% | $12,140,815 |
| ISHARES TR | LQD | Other | 1.56% | 106,526 | -33,182 | -23.75% | $11,618,820 |
| FORD MTR CO | F | Consumer Cyclical | 1.21% | 647,831 | +600,496 | +1268.61% | $9,004,847 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.20% | 195,769 | -57,170 | -22.60% | $8,905,525 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.98% | 136,459 | +13,885 | +11.33% | $7,300,556 |
| VICTORY PORTFOLIOS II | UITB | Other | 0.96% | 152,068 | +15,656 | +11.48% | $7,122,561 |
| ISHARES TR | IEF | Other | 0.86% | 68,061 | -4,450 | -6.14% | $6,436,510 |
| NVIDIA CORPORATION | NVDA | Technology | 0.77% | 28,500 | +687 | +2.47% | $5,702,665 |
| PRINCIPAL EXCHANGE TRADED FD | IG | Other | 0.71% | 256,849 | +30,221 | +13.34% | $5,307,777 |
| ISHARES TR | SOXX | Other | 0.70% | 8,117 | +289 | +3.69% | $5,201,204 |
| ISHARES TR | TIP | Other | 0.66% | 44,849 | -15,783 | -26.03% | $4,907,780 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.66% | 104,378 | -37,292 | -26.32% | $4,892,218 |
| ISHARES TR | HYG | Other | 0.64% | 59,809 | -12,722 | -17.54% | $4,782,966 |
| ISHARES TR | FALN | Other | 0.57% | 156,998 | -27,140 | -14.74% | $4,276,612 |
| ISHARES TR | EEM | Other | 0.56% | 60,971 | +60,971 | +100.00% | $4,171,026 |
| ISHARES GOLD TR | IAU | Other | 0.54% | 53,352 | +605 | +1.15% | $4,028,610 |
| DBX ETF TR | SNPE | Other | 0.50% | 54,015 | +2,818 | +5.50% | $3,719,461 |
| SANDISK CORP | SNDK | Other | 0.49% | 1,607 | +7 | +0.44% | $3,653,884 |
| RBB FD INC | UTWO | Other | 0.47% | 73,213 | +14,305 | +24.28% | $3,511,303 |
| ISHARES TR | EMB | Other | 0.47% | 36,230 | -10,791 | -22.95% | $3,493,988 |
| USCF ETF TR | UMI | Other | 0.45% | 57,492 | +4,726 | +8.96% | $3,382,811 |
| BROADCOM INC | AVGO | Technology | 0.44% | 8,666 | +954 | +12.37% | $3,273,530 |
| APPLE INC | AAPL | Technology | 0.40% | 10,293 | +532 | +5.45% | $2,978,327 |
| ISHARES TR | MUB | Other | 0.37% | 25,935 | -7,644 | -22.76% | $2,791,125 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 0.37% | 53,268 | +53,268 | +100.00% | $2,780,057 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.36% | 20,058 | +2,529 | +14.43% | $2,672,752 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.35% | 10,828 | -52 | -0.48% | $2,580,746 |
Showing 30 of 129 holdings in the latest reporting period.