Insight Wealth Partners, LLC

Name: Insight Wealth Partners, LLC 13F holdings, Q1 2026
Creator: Insight Wealth Partners, LLC
Published: 2026-05-14

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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
IGSB iShares 1-5Y Inv Grade Corp.	0.11%	5,059	$266K	Add +0.9%
DE Deere & Co.	0.11%	468	$264K	No change
WPC WP Carey Inc.	0.11%	3,878	$264K	Add +0.2%
KO The Coca-Cola Co.	0.11%	3,452	$263K	Add +0.1%
COST Costco Wholesale Corp.	0.11%	263	$262K	Add +1.9%
BP BP PLC-Spons ADR	0.11%	5,566	$262K	New
XAR SS SPDR S&P Aerospace Def	0.10%	1,020	$259K	New
BSJR Invesco Bulletshares 2027 HY	0.10%	11,196	$250K	Add +2.0%
VIDI Vident Intl Eqty Strat ETF	0.09%	6,238	$225K	Add +1.1%
IWM iShares Russell 2000 ETF	0.09%	885	$219K	No change
SHY iShares 1-3 Year Treasury Bo	0.09%	2,637	$218K	Reduce -24.8%
SHYG iShares 0-5 YR HY Corp. Bond	0.09%	5,130	$217K	Reduce -31.0%
AOR iShares Core 60/40 Balanced	0.09%	3,370	$217K	Reduce -0.5%
PFF iShares Preferred & Income S	0.09%	7,035	$213K	Reduce -23.4%
GOOG Alphabet Inc. Class C	0.08%	725	$208K	Add +4.6%
CL Colgate-Palmolive Co.	0.08%	2,439	$208K	Reduce -14.5%
GS Goldman Sachs Group Inc.	0.08%	240	$203K	New
UIS Unisys Corp.	0.03%	32,859	$68K	No change

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