Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Insight Wealth Partners, LLC (CIK 1627003) reported $713.0M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($466.9M, 65.48%), VCIT ($22.6M, 3.17%), SPXL ($18.2M, 2.56%), LQD ($15.2M, 2.14%), JPST ($14.0M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $466.9M | 65.48% | 717,905 | Trimmed |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $22.6M | 3.17% | 272,811 | Trimmed |
| 3 | SPXL | DIREXION SHARES ETF TRUST | $18.2M | 2.56% | 98,589 | Trimmed |
| 4 | LQD | ISHARES TR | $15.2M | 2.14% | 139,708 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $14.0M | 1.96% | 276,178 | Added |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $11.5M | 1.62% | 252,939 | Added |
| 7 | IEF | ISHARES TR | $6.9M | 0.97% | 72,511 | Added |
| 8 | TIP | ISHARES TR | $6.7M | 0.94% | 60,632 | Added |
| 9 | GTO | INVESCO ACTIVELY MANAGED EXC | $6.6M | 0.93% | 141,670 | Added |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | $6.6M | 0.92% | 122,574 | Added |
| 11 | UITB | VICTORY PORTFOLIOS II | $6.4M | 0.90% | 136,412 | Added |
| 12 | HYG | ISHARES TR | $5.8M | 0.81% | 72,531 | Added |
| 13 | FALN | ISHARES TR | $4.9M | 0.69% | 184,138 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $4.9M | 0.68% | 27,813 | Added |
| 15 | IG | PRINCIPAL EXCHANGE TRADED FD | $4.7M | 0.66% | 226,628 | Added |
| 16 | IAU | ISHARES GOLD TR | $4.7M | 0.65% | 52,747 | Trimmed |
| 17 | EMB | ISHARES TR | $4.4M | 0.62% | 47,021 | Added |
| 18 | MUB | ISHARES TR | $3.6M | 0.50% | 33,579 | Added |
| 19 | CMBS | ISHARES TR | $3.5M | 0.48% | 70,853 | Added |
| 20 | BOND | PIMCO ETF TR | $3.4M | 0.47% | 36,315 | Added |
| 21 | UMI | USCF ETF TR | $3.1M | 0.43% | 52,766 | Added |
| 22 | SNPE | DBX ETF TR | $3.0M | 0.43% | 51,197 | Added |
| 23 | UTWO | RBB FD INC | $2.8M | 0.40% | 58,908 | New |
| 24 | SOXX | ISHARES TR | $2.6M | 0.36% | 7,828 | Added |
| 25 | AAPL | APPLE INC | $2.5M | 0.35% | 9,761 | Added |
Source: SEC Form 13F filings · as of 2026-03-31