Insight Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Insight Wealth Partners, LLC reported 118 stock positions worth $247.4 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 9.1% of the portfolio, followed by Direxion Daily S&P 500 Bull (SPXL, 7.2%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 6.2%). Compared with Q4 2025, it opened 15 new positions, sold out of 11, added to 58 and reduced 31. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +106%) and the biggest sale Direxion Daily S&P 500 Bull (SPXL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $247.4M (Q1 2026)
- SEC Filing
- 0001172661-26-001843 ↗ filed May 14, 2026
Holdings Value
Holdings 118 stocks · $247.4M
| VCIT Vanguard Int-Term Corporate | 9.12% | 272,811 | $22.6M | Reduce -1.1% |
| SPXL Direxion Daily S&P 500 Bull | 7.22% | 96,589 | $17.9M | Reduce -2.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 6.15% | 139,708 | $15.2M | Add +3.5% |
| JPST JPMorgan Ultra-Short Income | 5.65% | 276,178 | $14.0M | Add +3.0% |
| FBND Fidelity Total Bond ETF | 4.66% | 252,939 | $11.5M | Add +6.4% |
| IEF iShares 7-10 Year Treasury B | 2.80% | 72,511 | $6.9M | Add +106.3% |
| TIP iShares Tips Bond ETF | 2.70% | 60,632 | $6.7M | Add +6.0% |
| GTO Invesco Total Return Bond Et | 2.68% | 141,670 | $6.6M | Add +7.3% |
| JBND JPMorgan Active Bond ETF | 2.66% | 122,574 | $6.6M | Add +0.4% |
| UITB Victoryshares Core Intermedi | 2.59% | 136,412 | $6.4M | Add +0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.33% | 72,531 | $5.8M | Add +6.2% |
| FALN iShares Fallen Angels ETF | 1.99% | 184,138 | $4.9M | Add +5.7% |
| NVDA Nvidia Corp. | 1.96% | 27,813 | $4.9M | Add +2.0% |
| IG Prin Invest Grad Corp. ETF-Ui | 1.89% | 226,628 | $4.7M | Add +2.7% |
| IAU iShares Gold Trust | 1.88% | 52,747 | $4.7M | Reduce -42.5% |
| EMB iShares JP Morgan Usd Emergi | 1.78% | 47,021 | $4.4M | Add +4.2% |
| MUB iShares National Muni Bond E | 1.44% | 33,579 | $3.6M | Add +1.7% |
| CMBS iShares CMBS ETF | 1.40% | 70,853 | $3.5M | Add +6.7% |
| BOND PIMCO Active Bond Exchange-T | 1.35% | 36,315 | $3.4M | Add +7.6% |
| UMI Uscf Midstream Energy Income | 1.25% | 52,766 | $3.1M | Add +7.4% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.23% | 51,197 | $3.0M | Add +2.0% |
| UTWO F/M US Treasury 2 Year Note | 1.15% | 58,908 | $2.8M | New |
| SOXX iShares Semiconductor ETF | 1.04% | 7,828 | $2.6M | Add +1.4% |
| AAPL Apple Inc. | 1.00% | 9,761 | $2.5M | Add +0.1% |
| AVGO Broadcom Inc. | 0.96% | 7,712 | $2.4M | Add +0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.94% | 29,386 | $2.3M | Reduce -9.4% |
| LQDB iShares BBB Rate Corp. Bond | 0.94% | 26,941 | $2.3M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.92% | 10,880 | $2.3M | Add +1.5% |
| BSMU Invesco Bulletshares 2030 MB | 0.91% | 103,724 | $2.3M | No change |
| AVDV Avantis Intl S/C Value ETF | 0.90% | 22,271 | $2.2M | Add +1.0% |
| TBG TBG Dividend Focus ETF | 0.85% | 60,510 | $2.1M | Add +11.9% |
| AVUV Avantis US Small Cap Value | 0.82% | 18,324 | $2.0M | Add +2.8% |
| AIRR First Trust Rba American Ind | 0.78% | 17,529 | $1.9M | Add +8.6% |
| PHYS Sprott Physical Gold Trust | 0.78% | 54,476 | $1.9M | Reduce -25.8% |
| GLD SPDR Gold Shares | 0.78% | 4,482 | $1.9M | Add +5.0% |
| FANG Diamondback Energy Inc. | 0.76% | 9,471 | $1.9M | Reduce -0.7% |
| TACK Fairlead Tactical Sector ETF | 0.76% | 61,583 | $1.9M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 2,605 | $1.7M | Reduce -4.7% |
| ZALT Innovator US Eq 10 Buffer | 0.65% | 49,328 | $1.6M | Add +113.2% |
| XOM Exxon Mobil Corp. | 0.65% | 9,416 | $1.6M | Add +2.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.61% | 24,186 | $1.5M | Reduce -4.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.56% | 28,222 | $1.4M | Add +14.1% |
| VRT Vertiv Holdings Co. Class A | 0.53% | 5,260 | $1.3M | Add +0.1% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.50% | 16,560 | $1.2M | Add +14.2% |
| CSCO Cisco Systems Inc. | 0.50% | 15,839 | $1.2M | Reduce -3.6% |
| SCHG Schwab US Large-Cap Growth | 0.47% | 39,683 | $1.2M | Reduce -2.6% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 37,217 | $1.1M | Reduce -1.6% |
| RTX RTX Corp. | 0.45% | 5,757 | $1.1M | Add +1.6% |
| TXN Texas Instruments Inc. | 0.45% | 5,687 | $1.1M | Add +21.5% |
| SNDK Sandisk Corp. | 0.41% | 1,600 | $1.0M | New |
| GOOGL Alphabet Inc. Class A | 0.40% | 3,476 | $1000K | Reduce -2.3% |
| OPER Clearshares Ultra-Short Matu | 0.40% | 9,986 | $999K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.39% | 19,632 | $972K | No change |
| AAXJ iShares MSCI All Country Asi | 0.39% | 9,914 | $955K | New |
| ZJAN Innovator Edp ETF - 1Y Jan | 0.38% | 34,836 | $950K | New |
| TSLA Tesla Inc. | 0.38% | 2,535 | $942K | Add +16.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 20,212 | $934K | Add +8.1% |
| AA Alcoa Corp. | 0.37% | 13,981 | $927K | New |
| WEA Western Asset Premier Bond | 0.37% | 86,574 | $916K | Reduce -8.7% |
| GDX Vaneck Gold Miners ETF | 0.36% | 9,809 | $900K | Add +6.9% |
| VBND Vident US Bond Strat ETF | 0.36% | 20,400 | $885K | Add +2.7% |
| BSCS Invesco Bulletshares 2028 CB | 0.36% | 43,264 | $884K | Reduce -1.7% |
| PCAR Paccar Inc. | 0.35% | 7,564 | $874K | Reduce -3.0% |
| IFRA iShares US Infrastructure | 0.35% | 15,231 | $871K | Add +3.6% |
| MSFT Microsoft Corp. | 0.35% | 2,327 | $861K | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.34% | 2,894 | $851K | Add +2.8% |
| TOPT iShares Top 20 US Stocks ETF | 0.32% | 27,469 | $786K | Reduce -17.2% |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | 0.32% | 4,740 | $784K | Reduce -4.9% |
| XLV SS Health Care Select Sector | 0.30% | 4,996 | $732K | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 4,855 | $710K | Reduce -7.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 4,443 | $710K | New |
| IVV iShares Core S&P 500 ETF | 0.29% | 1,080 | $705K | Add +55.6% |
| META Meta Platforms Inc. Class A | 0.25% | 1,089 | $623K | Add +0.3% |
| PJAN Innovator U.S. Equity Power | 0.24% | 12,866 | $594K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.24% | 29,789 | $585K | Add +0.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.23% | 5,261 | $581K | Reduce -27.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.22% | 47,335 | $546K | Add +0.7% |
| ABBV Abbvie Inc. | 0.22% | 2,489 | $541K | Reduce -8.3% |
| BSCT Invesco Bulletshares 2029 CB | 0.22% | 28,875 | $539K | Add +0.9% |
| WMT Walmart Inc. | 0.19% | 3,875 | $482K | New |
| AGG iShares Core U.S. Aggregate | 0.19% | 4,668 | $463K | Add +13.3% |
| CALY Callaway Golf Company | 0.18% | 32,632 | $453K | Add +8.2% |
| ECL Ecolab Inc. | 0.18% | 1,684 | $448K | Reduce -4.5% |
| CVX Chevron Corp. | 0.17% | 2,086 | $432K | Reduce -1.2% |
| COP Conocophillips | 0.16% | 3,020 | $399K | No change |
| DGRO iShares Core Dividend Growth | 0.16% | 5,529 | $388K | Add +5.7% |
| AOK iShares Core 30/70 Conservat | 0.15% | 9,401 | $375K | No change |
| EVR Evercore Inc. Class A | 0.15% | 1,254 | $374K | No change |
| PEP Pepsico Inc. | 0.14% | 2,262 | $351K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.14% | 17,870 | $349K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 3,726 | $330K | Add +40.9% |
| EPD Enterprise Products Partners | 0.13% | 8,645 | $327K | Add +5.9% |
| VTIX Virtuix Holdings Inc. Class A | 0.13% | 48,298 | $327K | New |
| TPL Texas Pacific Land Corp. | 0.12% | 629 | $298K | New |
| BSJQ Invesco Bulletshares 2026 HY | 0.12% | 12,786 | $296K | No change |
| TNK Teekay Tankers Ltd. Class A | 0.12% | 4,026 | $295K | New |
| LLY Eli Lilly & Co. | 0.11% | 307 | $283K | No change |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.11% | 10,484 | $280K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.11% | 16,117 | $269K | Add +1.9% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.11% | 10,487 | $266K | New |
Options reported separately and not counted above: SPY calls ($465.2M), SPXL calls ($370K).
Portfolio Sells Q4 2025 → Q1 2026
| SPXL Direxion Daily S&P 500 Bull | Reduce -2.6% | 7.22% | −1.88 |
| IAU iShares Gold Trust | Reduce -42.5% | 1.88% | −1.22 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.1% | 9.12% | −0.49 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.38 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.35 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.30 |
| PHYS Sprott Physical Gold Trust | Reduce -25.8% | 0.78% | −0.23 |
| BALT Inn Defined Wealth Shield | Sold out | 0.00% | −0.20 |
| KE Kimball Electronics Inc. | Sold out | 0.00% | −0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.4% | 0.94% | −0.13 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.35% | −0.13 |
| TOPT iShares Top 20 US Stocks ETF | Reduce -17.2% | 0.32% | −0.11 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.11 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.11 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.11 |
| QBTS D-Wave Quantum Inc. | Sold out | 0.00% | −0.10 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.0% | 0.29% | −0.10 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -27.8% | 0.23% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 0.68% | −0.09 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.6% | 0.47% | −0.09 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.08 |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | Reduce -4.9% | 0.32% | −0.07 |
| WEA Western Asset Premier Bond | Reduce -8.7% | 0.37% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 0.40% | −0.06 |
| LQDB iShares BBB Rate Corp. Bond | Reduce -1.7% | 0.94% | −0.05 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -31.0% | 0.09% | −0.04 |
| ABBV Abbvie Inc. | Reduce -8.3% | 0.22% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -24.8% | 0.09% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -23.4% | 0.09% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -3.6% | 0.50% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -0.7% | 0.30% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.6% | 0.61% | −0.02 |
| TACK Fairlead Tactical Sector ETF | Reduce -1.4% | 0.76% | −0.02 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -1.7% | 0.36% | −0.02 |
| ECL Ecolab Inc. | Reduce -4.5% | 0.18% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -14.5% | 0.08% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -0.5% | 0.09% | −0.00 |
| PCAR Paccar Inc. | Reduce -3.0% | 0.35% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 0.46% | +0.03 |
| CVX Chevron Corp. | Reduce -1.2% | 0.17% | +0.04 |
| FANG Diamondback Energy Inc. | Reduce -0.7% | 0.76% | +0.16 |
Portfolio Buys Q4 2025 → Q1 2026
| IEF iShares 7-10 Year Treasury B | Add +106.3% | 2.80% | +1.39 |
| UTWO F/M US Treasury 2 Year Note | New | 1.15% | +1.15 |
| SNDK Sandisk Corp. | New | 0.41% | +0.41 |
| AAXJ iShares MSCI All Country Asi | New | 0.39% | +0.39 |
| ZJAN Innovator Edp ETF - 1Y Jan | New | 0.38% | +0.38 |
| AA Alcoa Corp. | New | 0.37% | +0.37 |
| ZALT Innovator US Eq 10 Buffer | Add +113.2% | 0.65% | +0.33 |
| TJX TJX Companies Inc. | New | 0.29% | +0.29 |
| UMI Uscf Midstream Energy Income | Add +7.4% | 1.25% | +0.25 |
| PJAN Innovator U.S. Equity Power | New | 0.24% | +0.24 |
| WMT Walmart Inc. | New | 0.19% | +0.19 |
| XOM Exxon Mobil Corp. | Add +2.6% | 0.65% | +0.19 |
| VRT Vertiv Holdings Co. Class A | Add +0.1% | 0.53% | +0.18 |
| VTIX Virtuix Holdings Inc. Class A | New | 0.13% | +0.13 |
| AIRR First Trust Rba American Ind | Add +8.6% | 0.78% | +0.12 |
| TPL Texas Pacific Land Corp. | New | 0.12% | +0.12 |
| TNK Teekay Tankers Ltd. Class A | New | 0.12% | +0.12 |
| TXN Texas Instruments Inc. | Add +21.5% | 0.45% | +0.11 |
| FBND Fidelity Total Bond ETF | Add +6.4% | 4.66% | +0.11 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.11% | +0.11 |
| BP BP PLC-Spons ADR | New | 0.11% | +0.11 |
| XAR SS SPDR S&P Aerospace Def | New | 0.10% | +0.10 |
| TBG TBG Dividend Focus ETF | Add +11.9% | 0.85% | +0.10 |
| TIP iShares Tips Bond ETF | Add +6.0% | 2.70% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +55.6% | 0.29% | +0.09 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| GTO Invesco Total Return Bond Et | Add +7.3% | 2.68% | +0.08 |
| GLD SPDR Gold Shares | Add +5.0% | 0.78% | +0.08 |
| SOXX iShares Semiconductor ETF | Add +1.4% | 1.04% | +0.07 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +14.2% | 0.50% | +0.07 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +14.1% | 0.56% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +2.8% | 0.82% | +0.06 |
| BOND PIMCO Active Bond Exchange-T | Add +7.6% | 1.35% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +6.2% | 2.33% | +0.04 |
| CMBS iShares CMBS ETF | Add +6.7% | 1.40% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +1.0% | 0.90% | +0.04 |
| CALY Callaway Golf Company | Add +8.2% | 0.18% | +0.04 |
| GDX Vaneck Gold Miners ETF | Add +6.9% | 0.36% | +0.04 |
| AOA iShares Core 80/20 Aggressiv | Add +40.9% | 0.13% | +0.03 |
| IFRA iShares US Infrastructure | Add +3.6% | 0.35% | +0.03 |
| EPD Enterprise Products Partners | Add +5.9% | 0.13% | +0.02 |
| RTX RTX Corp. | Add +1.6% | 0.45% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +13.3% | 0.19% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +8.1% | 0.38% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.11% | +0.01 |
| FALN iShares Fallen Angels ETF | Add +5.7% | 1.99% | +0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.11% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +5.7% | 0.16% | +0.01 |
| VIDI Vident Intl Eqty Strat ETF | Add +1.1% | 0.09% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +3.0% | 5.65% | +0.00 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -0.3% | 715,300 | $465.2M |
| SPXL Direxion Daily S&P 500 Bull | call | New | 2,000 | $370K |
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 |