Insight Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Insight Wealth Partners, Llc disclosed 137 stock positions valued at approximately $254.41M as of quarter-end September 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, DIREXION SHARES ETF TRUST, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- September 30, 2026
- No. of Stocks
- 137
- Portfolio Value
- $254.41M
Holdings by Sector
Insight Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 7.97% | 258,777 | -18,655 | -6.72% | $20,264,845 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 6.72% | 60,783 | -115,466 | -65.51% | $17,086,083 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 4.38% | 220,989 | -19,090 | -7.95% | $11,131,191 |
| ISHARES TR | LQD | Other | 4.37% | 108,790 | +2,264 | +2.13% | $11,116,079 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.55% | 208,317 | +12,548 | +6.41% | $9,020,113 |
| FORD MTR CO | F | Consumer Cyclical | 3.07% | 648,230 | +399 | +0.06% | $7,817,651 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 2.83% | 140,784 | +4,325 | +3.17% | $7,196,878 |
| VICTORY PORTFOLIOS II | UITB | Other | 2.75% | 156,939 | +4,871 | +3.20% | $7,006,322 |
| ISHARES TR | IEF | Other | 2.35% | 66,811 | -1,250 | -1.84% | $5,966,914 |
| NVIDIA CORPORATION | NVDA | Technology | 2.29% | 25,549 | -2,951 | -10.35% | $5,834,976 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.93% | 110,184 | +5,806 | +5.56% | $4,913,124 |
| ISHARES TR | TIP | Other | 1.93% | 47,197 | +2,348 | +5.24% | $4,910,384 |
| PRINCIPAL EXCHANGE TRADED FD | IG | Other | 1.93% | 250,580 | -6,269 | -2.44% | $4,901,372 |
| ISHARES TR | HYG | Other | 1.81% | 59,516 | -293 | -0.49% | $4,595,197 |
| ISHARES TR | FALN | Other | 1.69% | 166,181 | +9,183 | +5.85% | $4,309,078 |
| ISHARES GOLD TR | IAU | Other | 1.63% | 53,007 | -345 | -0.65% | $4,139,811 |
| ISHARES TR | SOXX | Other | 1.57% | 7,039 | -1,078 | -13.28% | $4,002,676 |
| USCF ETF TR | UMI | Other | 1.50% | 67,365 | +9,873 | +17.17% | $3,810,824 |
| RBB FD INC | UTWO | Other | 1.37% | 73,402 | +189 | +0.26% | $3,474,835 |
| DBX ETF TR | SNPE | Other | 1.32% | 48,122 | -5,893 | -10.91% | $3,365,174 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 1.30% | 64,488 | +11,220 | +21.06% | $3,315,312 |
| ISHARES TR | EMB | Other | 1.28% | 35,862 | -368 | -1.02% | $3,257,672 |
| APPLE INC | AAPL | Technology | 1.26% | 9,616 | -677 | -6.58% | $3,202,158 |
| BROADCOM INC | AVGO | Technology | 1.12% | 8,133 | -533 | -6.15% | $2,856,322 |
| EA SERIES TRUST | TBG | Other | 1.08% | 76,358 | +11,239 | +17.26% | $2,756,535 |
| SANDISK CORP | SNDK | Technology | 1.04% | 1,523 | -84 | -5.23% | $2,649,852 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.04% | 10,607 | -221 | -2.04% | $2,642,734 |
| ISHARES TR | MUB | Other | 1.04% | 26,091 | +156 | +0.60% | $2,637,800 |
| ISHARES TR | CMBS | Other | 1.02% | 54,816 | +2,133 | +4.05% | $2,591,692 |
| ISHARES TR | LQDB | Other | 0.95% | 29,241 | -999 | -3.30% | $2,405,157 |
Showing 30 of 137 holdings in the latest reporting period.
Insight Wealth Partners, Llc Options Holdings in Q3 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.