Insight Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Insight Wealth Partners, LLC reported 84 stock positions worth $153.9 million. Its top holding was JPMorgan Ultra-Short Income (JPST) at 13.3% of the portfolio, followed by Texas Pacific Land (TPL, 9.2%) and Invesco Bulletshares 2026 HY (BSJQ, 8.7%). Compared with Q4 2023, it opened 11 new positions, added to 43 and reduced 20. The biggest buy was Nvidia (NVDA, shares +21%) and the biggest sale Invesco Bulletshares 2026 HY (BSJQ, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $153.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002123 ↗ filed May 10, 2024
Holdings Value
Holdings 84 stocks · $153.9M
| JPST JPMorgan Ultra-Short Income | 13.26% | 404,533 | $20.4M | Add +19.9% |
| TPL Texas Pacific Land Corp. | 9.24% | 24,585 | $14.2M | No change |
| BSJQ Invesco Bulletshares 2026 HY | 8.70% | 577,591 | $13.4M | Reduce -0.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 6.56% | 92,765 | $10.1M | Add +8.5% |
| FBND Fidelity Total Bond ETF | 4.45% | 151,197 | $6.9M | Add +21.4% |
| IAU iShares Gold Trust | 4.27% | 156,509 | $6.6M | Add +0.5% |
| TIP iShares Tips Bond ETF | 3.00% | 42,953 | $4.6M | Add +20.4% |
| SPXL Direxion Daily S&P 500 Bull | 2.83% | 32,467 | $4.4M | Add +7.2% |
| GTO Invesco Total Return Bond Et | 2.57% | 84,494 | $4.0M | Add +22.7% |
| EMB iShares JP Morgan Usd Emergi | 1.98% | 34,032 | $3.1M | Add +6.0% |
| BSMU Invesco Bulletshares 2030 MB | 1.98% | 137,870 | $3.0M | Reduce -18.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.95% | 38,698 | $3.0M | Add +16.0% |
| MUB iShares National Muni Bond E | 1.83% | 26,125 | $2.8M | Add +24.7% |
| PHYS Sprott Physical Gold Trust | 1.79% | 159,627 | $2.8M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.79% | 3,051 | $2.8M | Add +20.6% |
| FALN iShares Fallen Angels ETF | 1.77% | 101,468 | $2.7M | Add +10.5% |
| CMBS iShares CMBS ETF | 1.37% | 44,857 | $2.1M | Add +21.8% |
| BOND PIMCO Active Bond Exchange-T | 1.36% | 22,799 | $2.1M | Add +21.8% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.24% | 39,891 | $1.9M | Add +15.9% |
| FANG Diamondback Energy Inc. | 1.23% | 9,536 | $1.9M | No change |
| IG Prin Invest Grad Corp. ETF-Ui | 1.10% | 82,176 | $1.7M | Add +24.7% |
| TXN Texas Instruments Inc. | 1.09% | 9,615 | $1.7M | Add +3.3% |
| AAPL Apple Inc. | 1.05% | 9,386 | $1.6M | Add +18.9% |
| AMZN Amazon.com Inc. | 1.01% | 8,601 | $1.6M | Add +10.2% |
| AVUV Avantis US Small Cap Value | 0.95% | 15,597 | $1.5M | Add +21.8% |
| SOXX iShares Semiconductor ETF | 0.87% | 5,937 | $1.3M | Add +19.7% |
| AVDV Avantis Intl S/C Value ETF | 0.84% | 19,524 | $1.3M | Add +23.2% |
| TACK Fairlead Tactical Sector ETF | 0.82% | 47,974 | $1.3M | Add +14.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.79% | 15,721 | $1.2M | Add +49.6% |
| ACN Accenture PLC Class A | 0.70% | 3,108 | $1.1M | Reduce -20.8% |
| PCAR Paccar Inc. | 0.61% | 7,586 | $940K | Add +0.1% |
| OPER Clearshares Ultra-Short Matu | 0.59% | 9,086 | $910K | Reduce -26.9% |
| WEA Western Asset Premier Bond | 0.59% | 84,794 | $902K | Reduce -2.5% |
| MSFT Microsoft Corp. | 0.56% | 2,061 | $867K | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.56% | 7,442 | $865K | Add +0.0% |
| AVGO Broadcom Inc. | 0.55% | 642 | $851K | Add +37.5% |
| CSCO Cisco Systems Inc. | 0.54% | 16,683 | $833K | No change |
| SCHD Schwab US DVD Equity ETF | 0.50% | 9,474 | $764K | Add +48.5% |
| BSJO Invesco Bulletshares 2024 HY | 0.49% | 33,508 | $762K | Reduce -2.7% |
| BSJP Invesco Bulletshares 2025 HY | 0.49% | 33,122 | $760K | Reduce -2.7% |
| PULS Pgim Ultra Short Bond ETF | 0.49% | 15,214 | $756K | Reduce -23.0% |
| ABBV Abbvie Inc. | 0.46% | 3,850 | $701K | Reduce -18.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.45% | 34,230 | $699K | Reduce -2.9% |
| BND Vanguard Total Bond Market | 0.45% | 9,547 | $693K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.45% | 35,902 | $690K | Reduce -3.8% |
| BSCS Invesco Bulletshares 2028 CB | 0.43% | 33,078 | $664K | Reduce -3.9% |
| RTX RTX Corp. | 0.42% | 6,607 | $644K | Reduce -0.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.42% | 33,238 | $641K | Reduce -4.1% |
| AIRR First Trust Rba American Ind | 0.38% | 8,775 | $591K | Add +56.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.38% | 10,804 | $584K | Add +25.2% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.37% | 43,301 | $575K | Add +2.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.37% | 9,799 | $569K | New |
| HD Home Depot Inc. | 0.35% | 1,396 | $536K | Add +29.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 975 | $510K | Reduce -14.4% |
| ECL Ecolab Inc. | 0.31% | 2,082 | $481K | No change |
| SCHG Schwab US Large-Cap Growth | 0.31% | 5,179 | $480K | New |
| WPC WP Carey Inc. | 0.30% | 8,177 | $462K | Reduce -3.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.29% | 9,649 | $440K | Add +45.2% |
| CL Colgate-Palmolive Co. | 0.29% | 4,879 | $439K | Add +2.6% |
| IXC iShares Global Energy ETF | 0.28% | 10,040 | $431K | Add +10.3% |
| NDAQ Nasdaq Inc. | 0.26% | 6,278 | $396K | Add +70.5% |
| DGRO iShares Core Dividend Growth | 0.26% | 6,759 | $392K | No change |
| GLD SPDR Gold Shares | 0.25% | 1,897 | $390K | Add +73.1% |
| JPM JPMorgan Chase & Co. | 0.25% | 1,913 | $383K | Add +18.1% |
| PEP Pepsico Inc. | 0.25% | 2,177 | $381K | No change |
| COP Conocophillips | 0.24% | 2,869 | $365K | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.24% | 694 | $365K | No change |
| META Meta Platforms Inc. Class A | 0.23% | 737 | $358K | New |
| PFF iShares Preferred & Income S | 0.22% | 10,386 | $335K | No change |
| ABT Abbott Laboratories | 0.21% | 2,780 | $316K | Reduce -17.7% |
| IFRA iShares US Infrastructure | 0.20% | 6,982 | $303K | Add +33.2% |
| XLV SS Health Care Select Sector | 0.19% | 2,030 | $300K | New |
| CVX Chevron Corp. | 0.18% | 1,776 | $280K | No change |
| HOMB Home Bancshares Inc. | 0.18% | 11,277 | $277K | Add +0.8% |
| VBND Vident US Bond Strat ETF | 0.16% | 5,587 | $245K | New |
| AOK iShares Core 30/70 Conservat | 0.15% | 6,470 | $238K | No change |
| MDT Medtronic PLC | 0.15% | 2,732 | $238K | Reduce -0.4% |
| BP BP PLC-Spons ADR | 0.15% | 6,158 | $232K | Add +0.7% |
| LLY Eli Lilly & Co. | 0.14% | 285 | $222K | New |
| XLE SS Energy Select Sector | 0.14% | 2,285 | $216K | New |
| VIDI Vident Intl Eqty Strat ETF | 0.14% | 8,599 | $215K | New |
| ORCL Oracle Corp. | 0.13% | 1,641 | $206K | New |
| TXRH Texas Roadhouse Inc. | 0.13% | 1,306 | $202K | New |
| QRVO Qorvo Inc. | 0.13% | 1,750 | $201K | Reduce -10.3% |
Options reported separately and not counted above: SPY calls ($415.7M), EEM calls ($5.9M), EFA calls ($2.7M), ARKK calls ($2.5M).
Portfolio Sells Q4 2023 → Q1 2024
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.4% | 8.70% | −1.42 |
| BSMU Invesco Bulletshares 2030 MB | Reduce -18.4% | 1.98% | −0.88 |
| OPER Clearshares Ultra-Short Matu | Reduce -26.9% | 0.59% | −0.35 |
| ACN Accenture PLC Class A | Reduce -20.8% | 0.70% | −0.34 |
| PULS Pgim Ultra Short Bond ETF | Reduce -23.0% | 0.49% | −0.25 |
| PHYS Sprott Physical Gold Trust | Reduce -1.0% | 1.79% | −0.14 |
| WEA Western Asset Premier Bond | Reduce -2.5% | 0.59% | −0.12 |
| WPC WP Carey Inc. | Reduce -3.9% | 0.30% | −0.12 |
| ABBV Abbvie Inc. | Reduce -18.9% | 0.46% | −0.10 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -3.9% | 0.43% | −0.10 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -3.8% | 0.45% | −0.10 |
| BSJO Invesco Bulletshares 2024 HY | Reduce -2.7% | 0.49% | −0.10 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -4.1% | 0.42% | −0.09 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -2.7% | 0.49% | −0.09 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -2.9% | 0.45% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.4% | 0.33% | −0.08 |
| ABT Abbott Laboratories | Reduce -17.7% | 0.21% | −0.08 |
| QRVO Qorvo Inc. | Reduce -10.3% | 0.13% | −0.04 |
| MDT Medtronic PLC | Reduce -0.4% | 0.15% | −0.02 |
| RTX RTX Corp. | Reduce -0.1% | 0.42% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +20.6% | 1.79% | +0.85 |
| JPST JPMorgan Ultra-Short Income | Add +19.9% | 13.26% | +0.46 |
| BND Vanguard Total Bond Market | New | 0.45% | +0.45 |
| SPXL Direxion Daily S&P 500 Bull | Add +7.2% | 2.83% | +0.45 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.37% | +0.37 |
| SCHG Schwab US Large-Cap Growth | New | 0.31% | +0.31 |
| META Meta Platforms Inc. Class A | New | 0.23% | +0.23 |
| XLV SS Health Care Select Sector | New | 0.19% | +0.19 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +49.6% | 0.79% | +0.18 |
| AVGO Broadcom Inc. | Add +37.5% | 0.55% | +0.16 |
| VBND Vident US Bond Strat ETF | New | 0.16% | +0.16 |
| SOXX iShares Semiconductor ETF | Add +19.7% | 0.87% | +0.15 |
| LLY Eli Lilly & Co. | New | 0.14% | +0.14 |
| XLE SS Energy Select Sector | New | 0.14% | +0.14 |
| VIDI Vident Intl Eqty Strat ETF | New | 0.14% | +0.14 |
| AIRR First Trust Rba American Ind | Add +56.3% | 0.38% | +0.14 |
| ORCL Oracle Corp. | New | 0.13% | +0.13 |
| TXRH Texas Roadhouse Inc. | New | 0.13% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Add +48.5% | 0.50% | +0.13 |
| FBND Fidelity Total Bond ETF | Add +21.4% | 4.45% | +0.12 |
| GTO Invesco Total Return Bond Et | Add +22.7% | 2.57% | +0.11 |
| AMZN Amazon.com Inc. | Add +10.2% | 1.01% | +0.11 |
| MUB iShares National Muni Bond E | Add +24.7% | 1.83% | +0.11 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +15.9% | 1.24% | +0.11 |
| TIP iShares Tips Bond ETF | Add +20.4% | 3.00% | +0.10 |
| NDAQ Nasdaq Inc. | Add +70.5% | 0.26% | +0.10 |
| GLD SPDR Gold Shares | Add +73.1% | 0.25% | +0.10 |
| AVDV Avantis Intl S/C Value ETF | Add +23.2% | 0.84% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +21.8% | 0.95% | +0.08 |
| CMBS iShares CMBS ETF | Add +21.8% | 1.37% | +0.07 |
| HD Home Depot Inc. | Add +29.9% | 0.35% | +0.07 |
| IG Prin Invest Grad Corp. ETF-Ui | Add +24.7% | 1.10% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +45.2% | 0.29% | +0.05 |
| BOND PIMCO Active Bond Exchange-T | Add +21.8% | 1.36% | +0.05 |
| PCAR Paccar Inc. | Add +0.1% | 0.61% | +0.05 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +25.2% | 0.38% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +18.1% | 0.25% | +0.04 |
| IFRA iShares US Infrastructure | Add +33.2% | 0.20% | +0.04 |
| TACK Fairlead Tactical Sector ETF | Add +14.0% | 0.82% | +0.04 |
| IXC iShares Global Energy ETF | Add +10.3% | 0.28% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +16.0% | 1.95% | +0.01 |
| MSFT Microsoft Corp. | Add +4.3% | 0.56% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.56% | +0.00 |
| CL Colgate-Palmolive Co. | Add +2.6% | 0.29% | −0.00 |
| COP Conocophillips | Add +0.9% | 0.24% | −0.01 |
| BP BP PLC-Spons ADR | Add +0.7% | 0.15% | −0.01 |
| F Ford Motor Co. | Add +2.5% | 0.37% | −0.01 |
| HOMB Home Bancshares Inc. | Add +0.8% | 0.18% | −0.03 |
| FALN iShares Fallen Angels ETF | Add +10.5% | 1.77% | −0.06 |
| AAPL Apple Inc. | Add +18.9% | 1.05% | −0.10 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -12.8% | 794,800 | $415.7M |
| EEM iShares MSCI Emerging Market | call | Reduce -0.6% | 144,300 | $5.9M |
| EFA iShares MSCI Eafe ETF | call | Reduce -0.6% | 34,300 | $2.7M |
| ARKK ARK Innovation ETF | call | Add +1.0% | 49,100 | $2.5M |
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 |