Insight Wealth Partners, Llc Portfolio Stock Holdings
Insight Wealth Partners, Llc disclosed 118 stock positions valued at approximately $247.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, DIREXION SHARES ETF TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 118
- Portfolio Value
- $247.4M
Holdings by Sector
Insight Wealth Partners, Llc Portfolio Holdings in Q1 2026
111 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 9.12% | 272,811 | -3,139 | -1.14% | $22,575,130 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 7.22% | 96,589 | -2,569 | -2.59% | $17,858,329 |
| ISHARES TR | LQD | Other | 6.15% | 139,708 | +4,658 | +3.45% | $15,226,769 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.65% | 276,178 | +7,976 | +2.97% | $13,977,360 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.66% | 252,939 | +15,130 | +6.36% | $11,539,091 |
| ISHARES TR | IEF | Other | 2.80% | 72,511 | +37,372 | +106.35% | $6,920,467 |
| ISHARES TR | TIP | Other | 2.70% | 60,632 | +3,407 | +5.95% | $6,691,331 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 2.68% | 141,670 | +9,642 | +7.30% | $6,634,402 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 2.66% | 122,574 | +518 | +0.42% | $6,590,821 |
| VICTORY PORTFOLIOS II | UITB | Other | 2.59% | 136,412 | +669 | +0.49% | $6,413,683 |
| ISHARES TR | HYG | Other | 2.33% | 72,531 | +4,247 | +6.22% | $5,770,605 |
| ISHARES TR | FALN | Other | 1.99% | 184,138 | +9,939 | +5.71% | $4,920,168 |
| NVIDIA CORPORATION | NVDA | Technology | 1.96% | 27,813 | +545 | +2.00% | $4,850,653 |
| PRINCIPAL EXCHANGE TRADED FD | IG | Other | 1.89% | 226,628 | +6,038 | +2.74% | $4,677,384 |
| ISHARES GOLD TR | IAU | Other | 1.88% | 52,747 | -39,042 | -42.53% | $4,650,176 |
| ISHARES TR | EMB | Other | 1.78% | 47,021 | +1,890 | +4.19% | $4,416,665 |
| ISHARES TR | MUB | Other | 1.44% | 33,579 | +564 | +1.71% | $3,564,411 |
| ISHARES TR | CMBS | Other | 1.40% | 70,853 | +4,456 | +6.71% | $3,452,689 |
| PIMCO ETF TR | BOND | Other | 1.35% | 36,315 | +2,565 | +7.60% | $3,351,108 |
| USCF ETF TR | UMI | Other | 1.25% | 52,766 | +3,654 | +7.44% | $3,091,580 |
| DBX ETF TR | SNPE | Other | 1.23% | 51,197 | +1,004 | +2.00% | $3,048,761 |
| RBB FD INC | UTWO | Other | 1.15% | 58,908 | +58,908 | +100.00% | $2,844,232 |
| ISHARES TR | SOXX | Other | 1.04% | 7,828 | +110 | +1.43% | $2,572,600 |
| APPLE INC | AAPL | Technology | 1.00% | 9,761 | +15 | +0.15% | $2,477,252 |
| BROADCOM INC | AVGO | Technology | 0.96% | 7,712 | +42 | +0.55% | $2,386,893 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.94% | 29,386 | -3,050 | -9.40% | $2,329,400 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.92% | 10,880 | +165 | +1.54% | $2,265,978 |
| INVESCO EXCH TRD SLF IDX FD | BSMU | Other | 0.91% | 103,724 | - | - | $2,262,573 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.90% | 22,271 | +218 | +0.99% | $2,224,004 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.82% | 18,324 | +499 | +2.80% | $2,024,276 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.78% | 17,529 | +1,392 | +8.63% | $1,941,882 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.78% | 54,476 | -18,898 | -25.76% | $1,930,629 |
| SPDR GOLD TR | GLD | Other | 0.78% | 4,482 | +214 | +5.01% | $1,928,560 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.76% | 9,471 | -65 | -0.68% | $1,873,269 |
| CAPITOL SER TR | TACK | Other | 0.76% | 61,583 | -867 | -1.39% | $1,872,014 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.68% | 2,605 | -129 | -4.72% | $1,694,394 |
| INNOVATOR ETFS TRUST | ZALT | Other | 0.65% | 49,328 | +26,192 | +113.21% | $1,601,187 |
| EXXON MOBIL CORP | XOM | Energy | 0.65% | 9,416 | +240 | +2.62% | $1,597,562 |
| PACER FDS TR | COWZ | Other | 0.61% | 24,186 | -1,156 | -4.56% | $1,513,054 |
| DBX ETF TR | DBEF | Other | 0.56% | 28,222 | +3,480 | +14.07% | $1,394,173 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.53% | 5,260 | +6 | +0.11% | $1,318,060 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.50% | 16,560 | +2,056 | +14.18% | $1,239,188 |
| CISCO SYS INC | CSCO | Technology | 0.50% | 15,839 | -593 | -3.61% | $1,228,948 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.47% | 39,683 | -1,072 | -2.63% | $1,155,966 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.46% | 37,217 | -606 | -1.60% | $1,141,818 |
| RTX CORPORATION | RTX | Industrials | 0.45% | 5,757 | +90 | +1.59% | $1,110,525 |
| TEXAS INSTRS INC | TXN | Technology | 0.45% | 5,687 | +1,005 | +21.47% | $1,104,074 |
| SANDISK CORP | SNDK | Other | 0.41% | 1,600 | +1,600 | +100.00% | $1,016,544 |
| ALPHABET INC | GOOGL | Communication Services | 0.40% | 3,476 | -81 | -2.28% | $999,600 |
| ETF SER SOLUTIONS | OPER | Other | 0.40% | 9,986 | - | - | $999,399 |
| PGIM ETF TR | PULS | Other | 0.39% | 19,632 | - | - | $971,784 |
| ISHARES TR | AAXJ | Other | 0.39% | 9,914 | +9,914 | +100.00% | $954,571 |
| INNOVATOR ETFS TRUST | 45784N817 | Other | 0.38% | 34,836 | +34,836 | +100.00% | $949,629 |
| TESLA INC | TSLA | Consumer Cyclical | 0.38% | 2,535 | +365 | +16.82% | $942,386 |
| ISHARES TR | IUSB | Other | 0.38% | 20,212 | +1,506 | +8.05% | $933,588 |
| ALCOA CORP | AA | Basic Materials | 0.37% | 13,981 | +13,981 | +100.00% | $927,360 |
| WESTERN ASSET PREMIER BD FD | WEA | Financial Services | 0.37% | 86,574 | -8,274 | -8.72% | $915,957 |
| VANECK ETF TRUST | GDX | Other | 0.36% | 9,809 | +634 | +6.91% | $900,163 |
| ETF SER SOLUTIONS | VBND | Other | 0.36% | 20,400 | +541 | +2.72% | $885,085 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.36% | 43,264 | -749 | -1.70% | $883,581 |
| PACCAR INC | PCAR | Industrials | 0.35% | 7,564 | -235 | -3.01% | $873,642 |
| ISHARES TR | IFRA | Other | 0.35% | 15,231 | +531 | +3.61% | $871,239 |
| MICROSOFT CORP | MSFT | Technology | 0.35% | 2,327 | -32 | -1.36% | $861,449 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.34% | 2,894 | +80 | +2.84% | $851,321 |
| DIREXION SHARES ETF TRUST | SPUU | Other | 0.32% | 4,740 | -246 | -4.93% | $783,759 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.30% | 4,996 | -36 | -0.72% | $732,413 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.29% | 4,855 | -368 | -7.05% | $710,189 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.29% | 4,443 | +4,443 | +100.00% | $709,547 |
| ISHARES TR | IVV | Other | 0.29% | 1,080 | +386 | +55.62% | $705,467 |
| META PLATFORMS INC | META | Communication Services | 0.25% | 1,089 | +3 | +0.28% | $623,083 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.24% | 12,866 | +12,866 | +100.00% | $593,509 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.24% | 29,789 | +254 | +0.86% | $584,609 |
| ISHARES TR | SHV | Other | 0.23% | 5,261 | -2,025 | -27.79% | $580,762 |
| FORD MTR CO | F | Consumer Cyclical | 0.22% | 47,335 | +319 | +0.68% | $546,242 |
| ABBVIE INC | ABBV | Healthcare | 0.22% | 2,489 | -224 | -8.26% | $541,333 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.22% | 28,875 | +268 | +0.94% | $538,819 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 3,875 | +3,875 | +100.00% | $481,585 |
| ISHARES TR | AGG | Other | 0.19% | 4,668 | +548 | +13.30% | $463,392 |
| CALLAWAY GOLF CO | MODG | Consumer Cyclical | 0.18% | 32,632 | +2,467 | +8.18% | $452,932 |
| ECOLAB INC | ECL | Basic Materials | 0.18% | 1,684 | -80 | -4.54% | $447,978 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 2,086 | -25 | -1.18% | $431,654 |
| CONOCOPHILLIPS | COP | Energy | 0.16% | 3,020 | - | - | $398,679 |
| ISHARES TR | DGRO | Other | 0.16% | 5,529 | +300 | +5.74% | $388,025 |
| ISHARES TR | AOK | Other | 0.15% | 9,401 | - | - | $375,006 |
| EVERCORE INC | EVR | Financial Services | 0.15% | 1,254 | - | - | $374,332 |
| PEPSICO INC | PEP | Consumer Defensive | 0.14% | 2,262 | - | - | $351,266 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.14% | 17,870 | - | - | $349,001 |
| ISHARES TR | AOA | Other | 0.13% | 3,726 | +1,081 | +40.87% | $329,732 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.13% | 8,645 | +481 | +5.89% | $327,127 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.12% | 629 | +629 | +100.00% | $298,498 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.12% | 12,786 | - | - | $296,316 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 307 | - | - | $282,688 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.11% | 16,117 | +299 | +1.89% | $269,462 |
| ISHARES TR | IGSB | Other | 0.11% | 5,059 | +43 | +0.86% | $265,901 |
| DEERE & CO | DE | Industrials | 0.11% | 468 | - | - | $263,624 |
| WP CAREY INC | WPC | Real Estate | 0.11% | 3,878 | +8 | +0.21% | $263,549 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 3,452 | +4 | +0.12% | $262,541 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 263 | +5 | +1.94% | $262,061 |
| BP PLC | BP | Energy | 0.11% | 5,566 | +5,566 | +100.00% | $261,602 |
| SPDR SERIES TRUST | XAR | Other | 0.10% | 1,020 | +1,020 | +100.00% | $259,153 |
Insight Wealth Partners, Llc Options Holdings in Q1 2026