Insight Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$713.0M
Q ending 2026-03-31
Prior quarter
$729.7M
Q ending 2025-12-31
Change
-2.3% QoQ · +18.7% YoY
Positions
120
reported holdings
Largest positions
Top 100 of 120 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Call | $465.2M | 715K |
| Vanguard Scottsdale Fds | VCIT | Shares | $22.6M | 273K |
| Direxion Shares Etf Trust | SPXL | Shares | $17.9M | 97K |
| Ishares Tr | LQD | Shares | $15.2M | 140K |
| J P Morgan Exchange Traded F | JPST | Shares | $14.0M | 276K |
| Fidelity Merrimack Str Tr | FBND | Shares | $11.5M | 253K |
| Ishares Tr | IEF | Shares | $6.9M | 73K |
| Ishares Tr | TIP | Shares | $6.7M | 61K |
| Invesco Actively Managed Exc | GTO | Shares | $6.6M | 142K |
| J P Morgan Exchange Traded F | JBND | Shares | $6.6M | 123K |
| Victory Portfolios Ii | UITB | Shares | $6.4M | 136K |
| Ishares Tr | HYG | Shares | $5.8M | 73K |
| Ishares Tr | FALN | Shares | $4.9M | 184K |
| Nvidia Corporation | NVDA | Shares | $4.9M | 28K |
| Principal Exchange Traded Fd | IG | Shares | $4.7M | 227K |
| Ishares Gold Tr | IAU | Shares | $4.7M | 53K |
| Ishares Tr | EMB | Shares | $4.4M | 47K |
| Ishares Tr | MUB | Shares | $3.6M | 34K |
| Ishares Tr | CMBS | Shares | $3.5M | 71K |
| Pimco Etf Tr | BOND | Shares | $3.4M | 36K |
| Uscf Etf Tr | UMI | Shares | $3.1M | 53K |
| Dbx Etf Tr | SNPE | Shares | $3.0M | 51K |
| Rbb Fd Inc | UTWO | Shares | $2.8M | 59K |
| Ishares Tr | SOXX | Shares | $2.6M | 8K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| Broadcom Inc | AVGO | Shares | $2.4M | 8K |
| Vanguard Scottsdale Fds | VCSH | Shares | $2.3M | 29K |
| Ishares Tr | LQDB | Shares | $2.3M | 27K |
| Amazon Com Inc | AMZN | Shares | $2.3M | 11K |
| Invesco Exch Trd Slf Idx Fd | BSMU | Shares | $2.3M | 104K |
| American Centy Etf Tr | AVDV | Shares | $2.2M | 22K |
| Ea Series Trust | TBG | Shares | $2.1M | 61K |
| American Centy Etf Tr | AVUV | Shares | $2.0M | 18K |
| First Tr Exchange Traded Fd | AIRR | Shares | $1.9M | 18K |
| Sprott Asset Management Lp | PHYS | Shares | $1.9M | 54K |
| Spdr Gold Tr | GLD | Shares | $1.9M | 4K |
| Diamondback Energy Inc | FANG | Shares | $1.9M | 9K |
| Capitol Ser Tr | TACK | Shares | $1.9M | 62K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.7M | 3K |
| Innovator Etfs Trust | ZALT | Shares | $1.6M | 49K |
| Exxon Mobil Corp | XOM | Shares | $1.6M | 9K |
| Pacer Fds Tr | COWZ | Shares | $1.5M | 24K |
| Dbx Etf Tr | DBEF | Shares | $1.4M | 28K |
| Vertiv Holdings Co | VRT | Shares | $1.3M | 5K |
| American Centy Etf Tr | AVIV | Shares | $1.2M | 17K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 16K |
| Schwab Strategic Tr | SCHG | Shares | $1.2M | 40K |
| Schwab Strategic Tr | SCHD | Shares | $1.1M | 37K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| Texas Instrs Inc | TXN | Shares | $1.1M | 6K |
| Sandisk Corp | SNDK | Shares | $1.0M | 2K |
| Alphabet Inc | GOOGL | Shares | $1000K | 3K |
| Etf Ser Solutions | OPER | Shares | $999K | 10K |
| Pgim Etf Tr | PULS | Shares | $972K | 20K |
| Ishares Tr | AAXJ | Shares | $955K | 10K |
| Innovator Etfs Trust | ZJAN | Shares | $950K | 35K |
| Tesla Inc | TSLA | Shares | $942K | 3K |
| Ishares Tr | IUSB | Shares | $934K | 20K |
| Alcoa Corp | AA | Shares | $927K | 14K |
| Western Asset Premier Bd Fd | WEA | Shares | $916K | 87K |
| Vaneck Etf Trust | GDX | Shares | $900K | 10K |
| Etf Ser Solutions | VBND | Shares | $885K | 20K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $884K | 43K |
| Paccar Inc | PCAR | Shares | $874K | 8K |
| Ishares Tr | IFRA | Shares | $871K | 15K |
| Microsoft Corp | MSFT | Shares | $861K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $851K | 3K |
| Ishares Tr | TOPT | Shares | $786K | 27K |
| Direxion Shares Etf Trust | SPUU | Shares | $784K | 5K |
| Select Sector Spdr Tr | XLV | Shares | $732K | 5K |
| Palantir Technologies Inc | PLTR | Shares | $710K | 5K |
| Tjx Cos Inc New | TJX | Shares | $710K | 4K |
| Ishares Tr | IVV | Shares | $705K | 1K |
| Meta Platforms Inc | META | Shares | $623K | 1K |
| Innovator Etfs Trust | PJAN | Shares | $594K | 13K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $585K | 30K |
| Ishares Tr | SHV | Shares | $581K | 5K |
| Ford Mtr Co | F | Shares | $546K | 47K |
| Abbvie Inc | ABBV | Shares | $541K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $539K | 29K |
| Walmart Inc | WMT | Shares | $482K | 4K |
| Ishares Tr | AGG | Shares | $463K | 5K |
| Callaway Golf Co | CALY | Shares | $453K | 33K |
| Ecolab Inc | ECL | Shares | $448K | 2K |
| Chevron Corporation | CVX | Shares | $432K | 2K |
| Conocophillips | COP | Shares | $399K | 3K |
| Ishares Tr | DGRO | Shares | $388K | 6K |
| Ishares Tr | AOK | Shares | $375K | 9K |
| Evercore Inc | EVR | Shares | $374K | 1K |
| Direxion Shares Etf Trust | SPXL | Call | $370K | 2K |
| Pepsico Inc | PEP | Shares | $351K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $349K | 18K |
| Ishares Tr | AOA | Shares | $330K | 4K |
| Enterprise Prods Partners L | EPD | Shares | $327K | 9K |
| Virtuix Holdings Inc. | VTIX | Shares | $327K | 48K |
| Texas Pacific Land Corporati | TPL | Shares | $298K | 629 |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $296K | 13K |
| Teekay Tankers Ltd | Shares | $295K | 4K | |
| Eli Lilly & Co | LLY | Shares | $283K | 307 |
| Innovator Etfs Trust | ZSEP | Shares | $280K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.