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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $153.9M Q1 2024 Q2 2024: $154.3M Q2 2024 Q3 2024: $163.8M Q3 2024 Q4 2024: $158.0M Q4 2024 Q1 2025: $166.3M Q1 2025 Q2 2025: $180.3M Q2 2025 Q3 2025: $226.3M Q3 2025 Q4 2025: $240.3M Q4 2025 Q1 2026: $247.4M Q1 2026 Q2 2026: $744.8M $744.8M Q2 2026

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
C Citigroup Inc. 0.05% 2,491 $349K New
BSCQ Invesco Bulletshares 2026 CB 0.04% 16,989 $332K Reduce -4.9%
ZAPR Intr Eqt Def Pro ETF - 1 Y A 0.04% 12,311 $328K New
COP Conocophillips 0.04% 3,050 $317K Add +1.0%
BSCU Invesco Bulletshares 2030 CB 0.04% 18,747 $312K Add +16.3%
CAMT Camtek Ltd. 0.04% 1,911 $312K New
PEP Pepsico Inc. 0.04% 2,281 $309K Add +0.8%
STX Seagate Technology Holdings 0.04% 317 $306K New
LLY Eli Lilly & Co. 0.04% 255 $306K Reduce -16.9%
EPD Enterprise Products Partners 0.04% 8,145 $299K Reduce -5.8%
HPE Hewlett Packard Enterprise 0.04% 6,634 $299K New
DE Deere & Co. 0.04% 468 $297K No change
KO The Coca-Cola Co. 0.04% 3,636 $296K Add +5.3%
BSJQ Invesco Bulletshares 2026 HY 0.04% 12,701 $292K Reduce -0.7%
ZSEP Innovator Edp ETF - 1 YR Sep 0.04% 10,414 $287K Reduce -0.7%
WPC WP Carey Inc. 0.04% 3,878 $277K No change
TPL Texas Pacific Land Corp. 0.04% 629 $275K No change
ZFEB Inotr Eq Def PR ETF - 1 YR F 0.04% 10,487 $273K No change
PANW Palo Alto Networks Inc. 0.04% 799 $272K New
COST Costco Wholesale Corp. 0.04% 287 $268K Add +9.1%
IWM iShares Russell 2000 ETF 0.04% 885 $266K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.04% 5,072 $266K Add +0.3%
TNK Teekay Tankers Ltd. Class A 0.03% 3,973 $258K Reduce -1.3%
AOR iShares Core 60/40 Balanced 0.03% 3,370 $234K No change
BSJR Invesco Bulletshares 2027 HY 0.03% 10,443 $233K Reduce -6.7%
CL Colgate-Palmolive Co. 0.03% 2,439 $224K No change
PFF iShares Preferred & Income S 0.03% 7,035 $214K No change
MO Altria Group Inc. 0.03% 2,947 $212K New
ACWX iShares MSCI Acwi Ex US ETF 0.03% 2,784 $212K New
SHY iShares 1-3 Year Treasury Bo 0.03% 2,516 $207K Reduce -4.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.03% 4,764 $202K Reduce -7.1%
IJK iShares S&P Mid-Cap 400 Grow 0.03% 1,706 $200K New
VTIX Virtuix Holdings Inc. Class A 0.02% 48,298 $147K No change
UIS Unisys Corp. 0.02% 32,859 $120K No change
DBI Designer Brands Inc. Class A 0.01% 11,625 $68K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 135$744.8MSPY, SPXL, VCIT, JPST, LQD
Q1 2026 118$247.4MVCIT, SPXL, LQD, JPST, FBND
Q4 2025 114$240.3MVCIT, SPXL, LQD, JPST, FBND
Q3 2025 114$226.3MVCIT, SPXL, LQD, JPST, FBND
Q2 2025 107$180.3MSPXL, JPST, LQD, FBND, IAU
Q1 2025 105$166.3MBSJQ, LQD, IAU, FBND, JPST
Q4 2024 91$158.0MBSJQ, LQD, IAU, FBND, JPST
Q3 2024 96$163.8MBSJQ, LQD, JPST, IAU, FBND
Q2 2024 87$154.3MJPST, BSJQ, LQD, FBND, IAU
Q1 2024 84$153.9MJPST, TPL, BSJQ, LQD, FBND