Insight Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Insight Wealth Partners, LLC reported 135 stock positions worth $744.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 60.3% of the portfolio, followed by Direxion Daily S&P 500 Bull (SPXL, 6.4%) and Vanguard Int-Term Corporate (VCIT, 3.1%). Compared with Q1 2026, it opened 23 new positions, sold out of 6, added to 48 and reduced 49. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +23003%) and the biggest sale Ishr Ibx Usd Invgd CB ETF-Ui (LQD, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $744.8M (Q2 2026)
- SEC Filing
- 0001172661-26-003122 ↗ filed Aug 6, 2026
Holdings Value
Holdings 135 stocks · $744.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 60.34% | 601,827 | $449.4M | Add +23002.8% |
| SPXL Direxion Daily S&P 500 Bull | 6.41% | 176,249 | $47.7M | Add +82.5% |
| VCIT Vanguard Int-Term Corporate | 3.08% | 277,432 | $22.9M | Add +1.7% |
| JPST JPMorgan Ultra-Short Income | 1.63% | 240,079 | $12.1M | Reduce -13.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.56% | 106,526 | $11.6M | Reduce -23.8% |
| F Ford Motor Co. filed as FORD MTR CO | 1.21% | 647,831 | $9.0M | Add +1268.6% |
| FBND Fidelity Total Bond ETF | 1.20% | 195,769 | $8.9M | Reduce -22.6% |
| JBND JPMorgan Active Bond ETF | 0.98% | 136,459 | $7.3M | Add +11.3% |
| UITB Victoryshares Core Intermedi | 0.96% | 152,068 | $7.1M | Add +11.5% |
| IEF iShares 7-10 Year Treasury B | 0.86% | 68,061 | $6.4M | Reduce -6.1% |
| NVDA Nvidia Corp. | 0.77% | 28,500 | $5.7M | Add +2.5% |
| IG Prin Invest Grad Corp. ETF-Ui | 0.71% | 256,849 | $5.3M | Add +13.3% |
| SOXX iShares Semiconductor ETF | 0.70% | 8,117 | $5.2M | Add +3.7% |
| TIP iShares Tips Bond ETF | 0.66% | 44,849 | $4.9M | Reduce -26.0% |
| GTO Invesco Total Return Bond Et | 0.66% | 104,378 | $4.9M | Reduce -26.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.64% | 59,809 | $4.8M | Reduce -17.5% |
| FALN iShares Fallen Angels ETF | 0.57% | 156,998 | $4.3M | Reduce -14.7% |
| EEM iShares MSCI Emerging Market | 0.56% | 60,971 | $4.2M | New |
| IAU iShares Gold Trust | 0.54% | 53,352 | $4.0M | Add +1.1% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.50% | 54,015 | $3.7M | Add +5.5% |
| SNDK Sandisk Corp. | 0.49% | 1,607 | $3.7M | Add +0.4% |
| UTWO F/M US Treasury 2 Year Note | 0.47% | 73,213 | $3.5M | Add +24.3% |
| EMB iShares JP Morgan Usd Emergi | 0.47% | 36,230 | $3.5M | Reduce -22.9% |
| UMI Uscf Midstream Energy Income | 0.45% | 57,492 | $3.4M | Add +9.0% |
| AVGO Broadcom Inc. | 0.44% | 8,666 | $3.3M | Add +12.4% |
| AAPL Apple Inc. | 0.40% | 10,293 | $3.0M | Add +5.5% |
| MUB iShares National Muni Bond E | 0.37% | 25,935 | $2.8M | Reduce -22.8% |
| JPLD JPMorgan Ltd. Duration ETF | 0.37% | 53,268 | $2.8M | New |
| AIRR First Trust Rba American Ind | 0.36% | 20,058 | $2.7M | Add +14.4% |
| LQDB iShares BBB Rate Corp. Bond | 0.35% | 30,240 | $2.6M | Add +12.3% |
| AMZN Amazon.com Inc. | 0.35% | 10,828 | $2.6M | Reduce -0.5% |
| CMBS iShares CMBS ETF | 0.34% | 52,683 | $2.6M | Reduce -25.6% |
| AVUV Avantis US Small Cap Value | 0.32% | 19,384 | $2.4M | Add +5.8% |
| BOND PIMCO Active Bond Exchange-T | 0.32% | 26,129 | $2.4M | Reduce -28.1% |
| TBG TBG Dividend Focus ETF | 0.32% | 65,119 | $2.4M | Add +7.6% |
| AVDV Avantis Intl S/C Value ETF | 0.31% | 22,551 | $2.3M | Add +1.3% |
| BSMU Invesco Bulletshares 2030 MB | 0.31% | 103,724 | $2.3M | No change |
| AAXJ iShares MSCI All Country Asi | 0.30% | 18,578 | $2.2M | Add +87.4% |
| TACK Fairlead Tactical Sector ETF | 0.27% | 63,671 | $2.0M | Add +3.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.25% | 34,329 | $1.9M | Add +21.6% |
| CSCO Cisco Systems Inc. | 0.25% | 15,539 | $1.8M | Reduce -1.9% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 5,206 | $1.7M | Reduce -1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 21,892 | $1.7M | Reduce -25.5% |
| GLD SPDR Gold Shares | 0.22% | 4,543 | $1.7M | Add +1.4% |
| FANG Diamondback Energy Inc. | 0.22% | 9,472 | $1.7M | Add +0.0% |
| PHYS Sprott Physical Gold Trust | 0.22% | 54,476 | $1.6M | No change |
| TXN Texas Instruments Inc. | 0.22% | 5,469 | $1.6M | Reduce -3.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.21% | 19,843 | $1.5M | Add +19.8% |
| ZALT Innovator US Eq 10 Buffer | 0.21% | 45,284 | $1.5M | Reduce -8.2% |
| XOM Exxon Mobil Corp. | 0.20% | 10,901 | $1.5M | Add +15.8% |
| CVX Chevron Corp. | 0.19% | 8,330 | $1.4M | Add +299.3% |
| SCHG Schwab US Large-Cap Growth | 0.18% | 39,603 | $1.3M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.16% | 3,434 | $1.2M | Reduce -1.2% |
| SCHD Schwab US DVD Equity ETF | 0.16% | 36,710 | $1.2M | Reduce -1.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 18,536 | $1.2M | Reduce -23.4% |
| TSLA Tesla Inc. | 0.15% | 2,605 | $1.1M | Add +2.8% |
| IFRA iShares US Infrastructure | 0.14% | 16,453 | $1.0M | Add +8.0% |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | 0.14% | 4,676 | $1.0M | Reduce -1.4% |
| VBND Vident US Bond Strat ETF | 0.13% | 22,653 | $988K | Add +11.0% |
| ZJAN Innovator Edp ETF - 1Y Jan | 0.13% | 34,836 | $975K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.13% | 18,974 | $940K | Reduce -3.4% |
| OPER Clearshares Ultra-Short Matu | 0.13% | 9,385 | $939K | Reduce -6.0% |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,247 | $934K | Add +15.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.12% | 44,927 | $915K | Add +3.8% |
| JPM JPMorgan Chase & Co. | 0.12% | 2,785 | $912K | Reduce -3.8% |
| PCAR Paccar Inc. | 0.12% | 7,564 | $909K | No change |
| MSFT Microsoft Corp. | 0.12% | 2,320 | $866K | Reduce -0.3% |
| WEA Western Asset Premier Bond | 0.11% | 79,951 | $851K | Reduce -7.7% |
| XLV SS Health Care Select Sector | 0.11% | 5,101 | $809K | Add +2.1% |
| VMI Valmont Industries | 0.11% | 1,387 | $801K | New |
| TMB Thornburg Multi Sector B ETF | 0.10% | 30,679 | $778K | New |
| GDX Vaneck Gold Miners ETF | 0.10% | 9,859 | $744K | Add +0.5% |
| AVLV Avantis US Large Cap Value | 0.10% | 8,038 | $733K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 4,377 | $663K | Reduce -1.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.09% | 13,747 | $634K | Reduce -32.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.08% | 5,616 | $620K | Add +6.8% |
| CALY Callaway Golf Company | 0.08% | 32,511 | $611K | Reduce -0.4% |
| DUK Duke Energy Corp. | 0.08% | 4,813 | $609K | New |
| PJAN Innovator U.S. Equity Power | 0.08% | 12,163 | $602K | Reduce -5.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.08% | 29,533 | $579K | Reduce -0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 4,837 | $564K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.07% | 979 | $552K | Reduce -10.1% |
| BSCT Invesco Bulletshares 2029 CB | 0.07% | 29,677 | $551K | Add +2.8% |
| DELL Dell Technologies -C | 0.07% | 1,249 | $539K | New |
| ABBV Abbvie Inc. | 0.07% | 2,038 | $513K | Reduce -18.1% |
| ECL Ecolab Inc. | 0.06% | 1,587 | $442K | Reduce -5.8% |
| AMD Advanced Micro Devices | 0.06% | 751 | $436K | New |
| CAT Caterpillar Inc. | 0.06% | 403 | $429K | New |
| AGG iShares Core U.S. Aggregate | 0.06% | 4,315 | $427K | Reduce -7.6% |
| AOA iShares Core 80/20 Aggressiv | 0.06% | 4,320 | $422K | Add +15.9% |
| EVR Evercore Inc. Class A | 0.06% | 1,223 | $418K | Reduce -2.5% |
| DGRO iShares Core Dividend Growth | 0.05% | 5,292 | $401K | Reduce -4.3% |
| MIRM Mirum Pharmaceuticals Inc. | 0.05% | 3,374 | $395K | New |
| AOK iShares Core 30/70 Conservat | 0.05% | 9,401 | $390K | No change |
| PVAL Putnam Focused LRG Cap Value | 0.05% | 7,411 | $378K | New |
| XAR SS SPDR S&P Aerospace Def | 0.05% | 1,305 | $370K | Add +27.9% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,037 | $367K | Add +43.0% |
| VIDI Vident Intl Eqty Strat ETF | 0.05% | 9,174 | $358K | Add +47.1% |
| MU Micron Technology Inc. | 0.05% | 310 | $358K | New |
| ENB Enbridge Inc. | 0.05% | 6,542 | $355K | New |
Portfolio Sells Q1 2026 → Q2 2026
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -23.8% | 1.56% | −4.59 |
| JPST JPMorgan Ultra-Short Income | Reduce -13.1% | 1.63% | −4.02 |
| FBND Fidelity Total Bond ETF | Reduce -22.6% | 1.20% | −3.47 |
| TIP iShares Tips Bond ETF | Reduce -26.0% | 0.66% | −2.05 |
| GTO Invesco Total Return Bond Et | Reduce -26.3% | 0.66% | −2.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -6.1% | 0.86% | −1.93 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -17.5% | 0.64% | −1.69 |
| FALN iShares Fallen Angels ETF | Reduce -14.7% | 0.57% | −1.41 |
| EMB iShares JP Morgan Usd Emergi | Reduce -22.9% | 0.47% | −1.32 |
| MUB iShares National Muni Bond E | Reduce -22.8% | 0.37% | −1.07 |
| CMBS iShares CMBS ETF | Reduce -25.6% | 0.34% | −1.05 |
| BOND PIMCO Active Bond Exchange-T | Reduce -28.1% | 0.32% | −1.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -25.5% | 0.23% | −0.71 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.35% | −0.57 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -23.4% | 0.15% | −0.46 |
| RTX RTX Corp. | Sold out | 0.00% | −0.45 |
| ZALT Innovator US Eq 10 Buffer | Reduce -8.2% | 0.21% | −0.44 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.37 |
| TOPT iShares Top 20 US Stocks ETF | Sold out | 0.00% | −0.32 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.4% | 0.16% | −0.31 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.0% | 0.23% | −0.30 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -32.0% | 0.09% | −0.29 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 0.18% | −0.29 |
| OPER Clearshares Ultra-Short Matu | Reduce -6.0% | 0.13% | −0.28 |
| PULS Pgim Ultra Short Bond ETF | Reduce -3.4% | 0.13% | −0.27 |
| WEA Western Asset Premier Bond | Reduce -7.7% | 0.11% | −0.26 |
| CSCO Cisco Systems Inc. | Reduce -1.9% | 0.25% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.16% | −0.24 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.12% | −0.23 |
| TXN Texas Instruments Inc. | Reduce -3.8% | 0.22% | −0.23 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 0.12% | −0.22 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.4% | 0.08% | −0.21 |
| TJX TJX Companies Inc. | Reduce -1.5% | 0.09% | −0.20 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.19 |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | Reduce -1.4% | 0.14% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -10.1% | 0.07% | −0.18 |
| PJAN Innovator U.S. Equity Power | Reduce -5.5% | 0.08% | −0.16 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.9% | 0.08% | −0.16 |
| ABBV Abbvie Inc. | Reduce -18.1% | 0.07% | −0.15 |
| AGG iShares Core U.S. Aggregate | Reduce -7.6% | 0.06% | −0.13 |
| ECL Ecolab Inc. | Reduce -5.8% | 0.06% | −0.12 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.11 |
| DGRO iShares Core Dividend Growth | Reduce -4.3% | 0.05% | −0.10 |
| CALY Callaway Golf Company | Reduce -0.4% | 0.08% | −0.10 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -4.9% | 0.04% | −0.10 |
| EVR Evercore Inc. Class A | Reduce -2.5% | 0.06% | −0.10 |
| EPD Enterprise Products Partners | Reduce -5.8% | 0.04% | −0.09 |
| TNK Teekay Tankers Ltd. Class A | Reduce -1.3% | 0.03% | −0.08 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.08 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.7% | 0.04% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23002.8% | 60.34% | +59.66 |
| F Ford Motor Co. | Add +1268.6% | 1.21% | +0.99 |
| EEM iShares MSCI Emerging Market | New | 0.56% | +0.56 |
| JPLD JPMorgan Ltd. Duration ETF | New | 0.37% | +0.37 |
| VMI Valmont Industries | New | 0.11% | +0.11 |
| TMB Thornburg Multi Sector B ETF | New | 0.10% | +0.10 |
| AVLV Avantis US Large Cap Value | New | 0.10% | +0.10 |
| DUK Duke Energy Corp. | New | 0.08% | +0.08 |
| SNDK Sandisk Corp. | Add +0.4% | 0.49% | +0.08 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| PVAL Putnam Focused LRG Cap Value | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| ENB Enbridge Inc. | New | 0.05% | +0.05 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | New | 0.04% | +0.04 |
| CAMT Camtek Ltd. | New | 0.04% | +0.04 |
| STX Seagate Technology Holdings | New | 0.04% | +0.04 |
| HPE Hewlett Packard Enterprise | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.03% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +299.3% | 0.19% | +0.01 |
| DBI Designer Brands Inc. Class A | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +43.0% | 0.05% | −0.03 |
| VIDI Vident Intl Eqty Strat ETF | Add +47.1% | 0.05% | −0.04 |
| XAR SS SPDR S&P Aerospace Def | Add +27.9% | 0.05% | −0.06 |
| KO The Coca-Cola Co. | Add +5.3% | 0.04% | −0.07 |
| BSCU Invesco Bulletshares 2030 CB | Add +16.3% | 0.04% | −0.07 |
| COST Costco Wholesale Corp. | Add +9.1% | 0.04% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.3% | 0.04% | −0.07 |
| AOA iShares Core 80/20 Aggressiv | Add +15.9% | 0.06% | −0.08 |
| AAXJ iShares MSCI All Country Asi | Add +87.4% | 0.30% | −0.09 |
| PEP Pepsico Inc. | Add +0.8% | 0.04% | −0.10 |
| COP Conocophillips | Add +1.0% | 0.04% | −0.12 |
| BSCT Invesco Bulletshares 2029 CB | Add +2.8% | 0.07% | −0.14 |
| SHV iShares 0-1 Year Treasury Bo | Add +6.8% | 0.08% | −0.15 |
| IVV iShares Core S&P 500 ETF | Add +15.5% | 0.13% | −0.16 |
| XLV SS Health Care Select Sector | Add +2.1% | 0.11% | −0.19 |
| IFRA iShares US Infrastructure | Add +8.0% | 0.14% | −0.21 |
| VBND Vident US Bond Strat ETF | Add +11.0% | 0.13% | −0.23 |
| TSLA Tesla Inc. | Add +2.8% | 0.15% | −0.23 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.8% | 0.12% | −0.23 |
| GDX Vaneck Gold Miners ETF | Add +0.5% | 0.10% | −0.26 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +19.8% | 0.21% | −0.29 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +21.6% | 0.25% | −0.31 |
| SOXX iShares Semiconductor ETF | Add +3.7% | 0.70% | −0.34 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 715,300 | $465.2Mbefore exit |
| SPXL Direxion Daily S&P 500 Bull | call | Sold out | 2,000 | $370Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $744.8M | SPY, SPXL, VCIT, JPST, LQD |
| Q1 2026 | 118 | $247.4M | VCIT, SPXL, LQD, JPST, FBND |
| Q4 2025 | 114 | $240.3M | VCIT, SPXL, LQD, JPST, FBND |
| Q3 2025 | 114 | $226.3M | VCIT, SPXL, LQD, JPST, FBND |
| Q2 2025 | 107 | $180.3M | SPXL, JPST, LQD, FBND, IAU |
| Q1 2025 | 105 | $166.3M | BSJQ, LQD, IAU, FBND, JPST |
| Q4 2024 | 91 | $158.0M | BSJQ, LQD, IAU, FBND, JPST |
| Q3 2024 | 96 | $163.8M | BSJQ, LQD, JPST, IAU, FBND |
| Q2 2024 | 87 | $154.3M | JPST, BSJQ, LQD, FBND, IAU |
| Q1 2024 | 84 | $153.9M | JPST, TPL, BSJQ, LQD, FBND |