Insight Wealth Partners, LLC 13F Holdings · Q2 2026
Insight Wealth Partners, LLC reported 135 securities worth $744.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (60.34%), SPXL (6.41%), VCIT (3.08%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $449.4M | 60.34% | 601,827 | Trimmed |
| 2 | SPXL | DIREXION SHARES ETF TRUST | $47.7M | 6.41% | 176,249 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $22.9M | 3.08% | 277,432 | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $12.1M | 1.63% | 240,079 | Trimmed |
| 5 | LQD | ISHARES TR | $11.6M | 1.56% | 106,526 | Trimmed |
| 6 | F | FORD MTR CO | $9.0M | 1.21% | 647,831 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $8.9M | 1.20% | 195,769 | Trimmed |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | $7.3M | 0.98% | 136,459 | Added |
| 9 | UITB | VICTORY PORTFOLIOS II | $7.1M | 0.96% | 152,068 | Added |
| 10 | IEF | ISHARES TR | $6.4M | 0.86% | 68,061 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $5.7M | 0.77% | 28,500 | Added |
| 12 | IG | PRINCIPAL EXCHANGE TRADED FD | $5.3M | 0.71% | 256,849 | Added |
| 13 | SOXX | ISHARES TR | $5.2M | 0.70% | 8,117 | Added |
| 14 | GTO | INVESCO ACTIVELY MANAGED EXC | $4.9M | 0.66% | 104,378 | Trimmed |
| 15 | TIP | ISHARES TR | $4.9M | 0.66% | 44,849 | Trimmed |
| 16 | HYG | ISHARES TR | $4.8M | 0.64% | 59,809 | Trimmed |
| 17 | FALN | ISHARES TR | $4.3M | 0.57% | 156,998 | Trimmed |
| 18 | EEM | ISHARES TR | $4.2M | 0.56% | 60,971 | New |
| 19 | IAU | ISHARES GOLD TR | $4.0M | 0.54% | 53,352 | Added |
| 20 | SNPE | DBX ETF TR | $3.7M | 0.50% | 54,015 | Added |
| 21 | SNDK | SANDISK CORP | $3.7M | 0.49% | 1,607 | Added |
| 22 | EMB | ISHARES TR | $3.5M | 0.47% | 36,230 | Trimmed |
| 23 | UTWO | RBB FD INC | $3.5M | 0.47% | 73,213 | Added |
| 24 | UMI | USCF ETF TR | $3.4M | 0.45% | 57,492 | Added |
| 25 | AVGO | BROADCOM INC | $3.3M | 0.44% | 8,666 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR