Insight Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Insight Wealth Partners, LLC reported 87 stock positions worth $154.3 million. Its top holding was JPMorgan Ultra-Short Income (JPST) at 19.1% of the portfolio, followed by Invesco Bulletshares 2026 HY (BSJQ, 8.5%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 6.4%). Compared with Q1 2024, it opened 6 new positions, sold out of 3, added to 48 and reduced 24. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +44%) and the biggest sale an exit from Texas Pacific Land (TPL).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $154.3M (Q2 2024)
- SEC Filing
- 0001172661-24-002822 ↗ filed Jul 18, 2024
Holdings Value
Holdings 87 stocks · $154.3M
| JPST JPMorgan Ultra-Short Income | 19.10% | 583,941 | $29.5M | Add +44.4% |
| BSJQ Invesco Bulletshares 2026 HY | 8.48% | 567,162 | $13.1M | Reduce -1.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 6.42% | 92,492 | $9.9M | Reduce -0.3% |
| FBND Fidelity Total Bond ETF | 4.52% | 155,072 | $7.0M | Add +2.6% |
| IAU iShares Gold Trust | 4.51% | 158,355 | $7.0M | Add +1.2% |
| SPXL Direxion Daily S&P 500 Bull | 3.06% | 32,278 | $4.7M | Reduce -0.6% |
| TIP iShares Tips Bond ETF | 2.85% | 41,235 | $4.4M | Reduce -4.0% |
| NVDA Nvidia Corp. | 2.73% | 34,127 | $4.2M | Add +11.9% |
| GTO Invesco Total Return Bond Et filed as POWERSHARES ACTIVELY MANAGED | 2.52% | 83,855 | $3.9M | Reduce -0.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.94% | 38,727 | $3.0M | Add +0.1% |
| BSMU Invesco Bulletshares 2030 MB | 1.92% | 135,972 | $3.0M | Reduce -1.4% |
| EMB iShares JP Morgan Usd Emergi | 1.88% | 32,699 | $2.9M | Reduce -3.9% |
| FALN iShares Fallen Angels ETF | 1.73% | 101,950 | $2.7M | Add +0.5% |
| MUB iShares National Muni Bond E | 1.64% | 23,692 | $2.5M | Reduce -9.3% |
| PHYS Sprott Physical Gold Trust | 1.62% | 138,153 | $2.5M | Reduce -13.4% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.42% | 43,812 | $2.2M | Add +9.8% |
| CMBS iShares CMBS ETF | 1.35% | 44,439 | $2.1M | Reduce -0.9% |
| BOND PIMCO Active Bond Exchange-T | 1.32% | 22,400 | $2.0M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 1.24% | 9,885 | $1.9M | Add +14.9% |
| FANG Diamondback Energy Inc. | 1.24% | 9,536 | $1.9M | No change |
| AAPL Apple Inc. | 1.22% | 8,950 | $1.9M | Reduce -4.7% |
| TXN Texas Instruments Inc. | 1.17% | 9,291 | $1.8M | Reduce -3.4% |
| IG Prin Invest Grad Corp. ETF-Ui | 1.15% | 87,011 | $1.8M | Add +5.9% |
| SOXX iShares Semiconductor ETF | 1.12% | 7,001 | $1.7M | Add +17.9% |
| AVUV Avantis US Small Cap Value | 0.98% | 16,850 | $1.5M | Add +8.0% |
| AVDV Avantis Intl S/C Value ETF | 0.88% | 20,896 | $1.4M | Add +7.0% |
| TACK Fairlead Tactical Sector ETF | 0.87% | 51,526 | $1.3M | Add +7.4% |
| AVGO Broadcom Inc. | 0.76% | 727 | $1.2M | Add +13.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.69% | 13,687 | $1.1M | Reduce -12.9% |
| MSFT Microsoft Corp. | 0.65% | 2,258 | $1.0M | Add +9.6% |
| SILA Sila Realty Trust Inc. | 0.64% | 46,917 | $993K | New |
| XOM Exxon Mobil Corp. | 0.58% | 7,808 | $899K | Add +4.9% |
| WEA Western Asset Premier Bond | 0.56% | 82,844 | $869K | Reduce -2.3% |
| SCHD Schwab US DVD Equity ETF | 0.55% | 10,845 | $843K | Add +14.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.53% | 14,941 | $814K | Add +52.5% |
| ACN Accenture PLC Class A | 0.52% | 2,658 | $806K | Reduce -14.5% |
| AIRR First Trust Rba American Ind | 0.52% | 11,649 | $796K | Add +32.8% |
| CSCO Cisco Systems Inc. | 0.51% | 16,683 | $793K | No change |
| BND Vanguard Total Bond Market | 0.51% | 10,969 | $790K | Add +14.9% |
| PCAR Paccar Inc. | 0.51% | 7,596 | $782K | Add +0.1% |
| BSJP Invesco Bulletshares 2025 HY | 0.50% | 33,558 | $769K | Add +1.3% |
| LLY Eli Lilly & Co. | 0.48% | 810 | $734K | Add +184.2% |
| SCHG Schwab US Large-Cap Growth | 0.47% | 7,201 | $726K | Add +39.0% |
| BSCP Invesco Bulletshares 2025 CB | 0.46% | 34,767 | $711K | Add +1.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.45% | 36,549 | $701K | Add +1.8% |
| OPER Clearshares Ultra-Short Matu | 0.45% | 6,984 | $699K | Reduce -23.1% |
| RTX RTX Corp. | 0.44% | 6,783 | $681K | Add +2.7% |
| ABBV Abbvie Inc. | 0.43% | 3,850 | $660K | No change |
| BSJO Invesco Bulletshares 2024 HY | 0.43% | 29,049 | $660K | Reduce -13.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.42% | 32,833 | $655K | Reduce -0.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.42% | 33,733 | $648K | Add +1.5% |
| HD Home Depot Inc. | 0.41% | 1,827 | $629K | Add +30.9% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.39% | 11,593 | $608K | Add +7.3% |
| GLD SPDR Gold Shares | 0.39% | 2,813 | $605K | Add +48.3% |
| PULS Pgim Ultra Short Bond ETF | 0.38% | 11,858 | $589K | Reduce -22.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,031 | $561K | Add +5.7% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.36% | 44,144 | $554K | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.33% | 1,023 | $516K | Add +38.8% |
| ECL Ecolab Inc. | 0.32% | 2,082 | $496K | No change |
| CL Colgate-Palmolive Co. | 0.31% | 4,879 | $473K | No change |
| IXC iShares Global Energy ETF | 0.30% | 11,050 | $459K | Add +10.1% |
| VBND Vident US Bond Strat ETF | 0.28% | 9,956 | $431K | Add +78.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.27% | 9,339 | $422K | Reduce -3.2% |
| NDAQ Nasdaq Inc. | 0.27% | 6,805 | $410K | Add +8.4% |
| XLV SS Health Care Select Sector | 0.26% | 2,788 | $406K | Add +37.3% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,971 | $399K | Add +3.0% |
| DGRO iShares Core Dividend Growth | 0.25% | 6,759 | $389K | No change |
| PEP Pepsico Inc. | 0.25% | 2,304 | $380K | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 0.25% | 694 | $380K | No change |
| COP Conocophillips | 0.22% | 2,940 | $336K | Add +2.5% |
| IFRA iShares US Infrastructure | 0.22% | 7,881 | $332K | Add +12.9% |
| TXRH Texas Roadhouse Inc. | 0.19% | 1,750 | $300K | Add +34.0% |
| CVX Chevron Corp. | 0.19% | 1,918 | $300K | Add +8.0% |
| WPC WP Carey Inc. | 0.18% | 5,121 | $282K | Reduce -37.4% |
| TSLA Tesla Inc. | 0.18% | 1,374 | $272K | New |
| ABT Abbott Laboratories | 0.17% | 2,564 | $266K | Reduce -7.8% |
| ORCL Oracle Corp. | 0.16% | 1,776 | $251K | Add +8.2% |
| EVR Evercore Inc. Class A | 0.16% | 1,168 | $243K | New |
| BP BP PLC-Spons ADR | 0.16% | 6,656 | $240K | Add +8.1% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 2,773 | $240K | New |
| AOK iShares Core 30/70 Conservat | 0.15% | 6,470 | $239K | No change |
| PFF iShares Preferred & Income S | 0.15% | 7,440 | $235K | Reduce -28.4% |
| XLE SS Energy Select Sector | 0.15% | 2,561 | $233K | Add +12.1% |
| VIDI Vident Intl Eqty Strat ETF | 0.14% | 8,851 | $223K | Add +2.9% |
| NOW ServiceNow Inc. | 0.14% | 273 | $215K | New |
| JPIE JPMorgan Income ETF | 0.13% | 4,471 | $203K | New |
| QRVO Qorvo Inc. | 0.13% | 1,750 | $203K | No change |
Options reported separately and not counted above: SPY calls ($405.4M), EFA calls ($8.4M), EEM calls ($7.8M), ARKK calls ($2.1M).
Portfolio Sells Q1 2024 → Q2 2024
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −9.24 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -1.8% | 8.48% | −0.22 |
| MUB iShares National Muni Bond E | Reduce -9.3% | 1.64% | −0.19 |
| HOMB Home Bancshares Inc. | Sold out | 0.00% | −0.18 |
| ACN Accenture PLC Class A | Reduce -14.5% | 0.52% | −0.18 |
| PHYS Sprott Physical Gold Trust | Reduce -13.4% | 1.62% | −0.18 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.15 |
| TIP iShares Tips Bond ETF | Reduce -4.0% | 2.85% | −0.14 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.3% | 6.42% | −0.14 |
| OPER Clearshares Ultra-Short Matu | Reduce -23.1% | 0.45% | −0.14 |
| WPC WP Carey Inc. | Reduce -37.4% | 0.18% | −0.12 |
| PULS Pgim Ultra Short Bond ETF | Reduce -22.1% | 0.38% | −0.11 |
| EMB iShares JP Morgan Usd Emergi | Reduce -3.9% | 1.88% | −0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -12.9% | 0.69% | −0.10 |
| BSJO Invesco Bulletshares 2024 HY | Reduce -13.3% | 0.43% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -28.4% | 0.15% | −0.07 |
| BSMU Invesco Bulletshares 2030 MB | Reduce -1.4% | 1.92% | −0.06 |
| GTO Invesco Total Return Bond Et | Reduce -0.8% | 2.52% | −0.05 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.8% | 1.32% | −0.04 |
| ABT Abbott Laboratories | Reduce -7.8% | 0.17% | −0.03 |
| WEA Western Asset Premier Bond | Reduce -2.3% | 0.56% | −0.02 |
| CMBS iShares CMBS ETF | Reduce -0.9% | 1.35% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.2% | 0.27% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -0.7% | 0.42% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -3.4% | 1.17% | +0.08 |
| AAPL Apple Inc. | Reduce -4.7% | 1.22% | +0.18 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -0.6% | 3.06% | +0.23 |
Portfolio Buys Q1 2024 → Q2 2024
| JPST JPMorgan Ultra-Short Income | Add +44.4% | 19.10% | +5.84 |
| NVDA Nvidia Corp. | Add +11.9% | 2.73% | +0.94 |
| SILA Sila Realty Trust Inc. | New | 0.64% | +0.64 |
| LLY Eli Lilly & Co. | Add +184.2% | 0.48% | +0.33 |
| SOXX iShares Semiconductor ETF | Add +17.9% | 1.12% | +0.25 |
| IAU iShares Gold Trust | Add +1.2% | 4.51% | +0.24 |
| AMZN Amazon.com Inc. | Add +14.9% | 1.24% | +0.23 |
| AVGO Broadcom Inc. | Add +13.2% | 0.76% | +0.20 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +9.8% | 1.42% | +0.18 |
| TSLA Tesla Inc. | New | 0.18% | +0.18 |
| SCHG Schwab US Large-Cap Growth | Add +39.0% | 0.47% | +0.16 |
| EVR Evercore Inc. Class A | New | 0.16% | +0.16 |
| COWZ Pacer US Cash Cows 100 ETF | Add +52.5% | 0.53% | +0.16 |
| VRT Vertiv Holdings Co. Class A | New | 0.16% | +0.16 |
| NOW ServiceNow Inc. | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | Add +48.3% | 0.39% | +0.14 |
| AIRR First Trust Rba American Ind | Add +32.8% | 0.52% | +0.13 |
| JPIE JPMorgan Income ETF | New | 0.13% | +0.13 |
| VBND Vident US Bond Strat ETF | Add +78.2% | 0.28% | +0.12 |
| META Meta Platforms Inc. Class A | Add +38.8% | 0.33% | +0.10 |
| MSFT Microsoft Corp. | Add +9.6% | 0.65% | +0.09 |
| XLV SS Health Care Select Sector | Add +37.3% | 0.26% | +0.07 |
| FBND Fidelity Total Bond ETF | Add +2.6% | 4.52% | +0.07 |
| TXRH Texas Roadhouse Inc. | Add +34.0% | 0.19% | +0.06 |
| BND Vanguard Total Bond Market | Add +14.9% | 0.51% | +0.06 |
| HD Home Depot Inc. | Add +30.9% | 0.41% | +0.06 |
| IG Prin Invest Grad Corp. ETF-Ui | Add +5.9% | 1.15% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +14.5% | 0.55% | +0.05 |
| AVDV Avantis Intl S/C Value ETF | Add +7.0% | 0.88% | +0.04 |
| TACK Fairlead Tactical Sector ETF | Add +7.4% | 0.87% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 0.36% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +8.0% | 0.98% | +0.03 |
| ORCL Oracle Corp. | Add +8.2% | 0.16% | +0.03 |
| RTX RTX Corp. | Add +2.7% | 0.44% | +0.02 |
| XOM Exxon Mobil Corp. | Add +4.9% | 0.58% | +0.02 |
| IFRA iShares US Infrastructure | Add +12.9% | 0.22% | +0.02 |
| IXC iShares Global Energy ETF | Add +10.1% | 0.30% | +0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +7.3% | 0.39% | +0.01 |
| CVX Chevron Corp. | Add +8.0% | 0.19% | +0.01 |
| XLE SS Energy Select Sector | Add +12.1% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.26% | +0.01 |
| NDAQ Nasdaq Inc. | Add +8.4% | 0.27% | +0.01 |
| BSCP Invesco Bulletshares 2025 CB | Add +1.6% | 0.46% | +0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.8% | 0.45% | +0.01 |
| BP BP PLC-Spons ADR | Add +8.1% | 0.16% | +0.01 |
| VIDI Vident Intl Eqty Strat ETF | Add +2.9% | 0.14% | +0.00 |
| BSJP Invesco Bulletshares 2025 HY | Add +1.3% | 0.50% | +0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +1.5% | 0.42% | +0.00 |
| PEP Pepsico Inc. | Add +5.8% | 0.25% | −0.00 |
| F Ford Motor Co. | Add +1.9% | 0.36% | −0.01 |
Options Activity Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -6.2% | 745,200 | $405.4M |
| EFA iShares MSCI Eafe ETF | call | Add +211.4% | 106,800 | $8.4M |
| EEM iShares MSCI Emerging Market | call | Add +27.7% | 184,300 | $7.8M |
| ARKK ARK Innovation ETF | call | Reduce -0.6% | 48,800 | $2.1M |
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 |