Q3 2026 13F · SEC CIK 1627003

Insight Wealth Partners, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $254.4M
Reported positions: 137
Top holdings a year, 3 yrs: +9.2%
Assets under management: $1.1B

Insight Wealth Partners, LLC is a wealth manager that reported 137 positions worth $254.4M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Scottsdale Fds (VCIT, 8.0%), Direxion Shares ETF Trust (SPXL, 6.7%), J P Morgan Exchange Traded F (JPST, 4.4%). A portfolio copying its top holdings returned 9.2% a year over the last 3 years, against 20.4% for the S&P 500.

Insight Wealth Partners, LLC holdings largest 50 of 137 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insight Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VCITVanguard Scottsdale Fds	8.0%	3.1%	258,777	-6.7%	$20.3M
SPXLDirexion Shares ETF Trust	6.7%	6.4%	60,783	-65.5%	$17.1M
JPSTJ P Morgan Exchange Traded F	4.4%	1.6%	220,989	-8.0%	$11.1M
LQDIshares Tr	4.4%	1.6%	108,790	+2.1%	$11.1M
FBNDFidelity Merrimack Str Tr	3.5%	1.2%	208,317	+6.4%	$9.0M
FFord Mtr Co	3.1%	1.2%	648,230	+0.1%	$7.8M
JBNDJ P Morgan Exchange Traded F	2.8%	1.0%	140,784	+3.2%	$7.2M
UITBVictory Portfolios II	2.8%	1.0%	156,939	+3.2%	$7.0M
IEFIshares Tr	2.3%	0.9%	66,811	-1.8%	$6.0M
NVDANvidia Corporation	2.3%	0.8%	25,549	-10.4%	$5.8M
46090A804Invesco Actively Managed Exc	1.9%	0.7%	110,184	+5.6%	$4.9M
TIPIshares Tr	1.9%	0.7%	47,197	+5.2%	$4.9M
IGPrincipal Exchange Traded Fd	1.9%	0.7%	250,580	-2.4%	$4.9M
HYGIshares Tr	1.8%	0.6%	59,516	-0.5%	$4.6M
FALNIshares Tr	1.7%	0.6%	166,181	+5.8%	$4.3M
IAUIshares Gold Tr	1.6%	0.5%	53,007	-0.6%	$4.1M
SOXXIshares Tr	1.6%	0.7%	7,039	-13.3%	$4.0M
UMIUscf ETF Tr	1.5%	0.5%	67,365	+17.2%	$3.8M
UTWORbb Fd Inc	1.4%	0.5%	73,402	+0.3%	$3.5M
SNPEDbx ETF Tr	1.3%	0.5%	48,122	-10.9%	$3.4M
JPLDJ P Morgan Exchange Traded F	1.3%	0.4%	64,488	+21.1%	$3.3M
EMBIshares Tr	1.3%	0.5%	35,862	-1.0%	$3.3M
AAPLApple Inc	1.3%	0.4%	9,616	-6.6%	$3.2M
AVGOBroadcom Inc	1.1%	0.4%	8,133	-6.2%	$2.9M
TBGEa Series Trust	1.1%	0.3%	76,358	+17.3%	$2.8M
SNDKSandisk Corp	1.0%	0.5%	1,523	-5.2%	$2.6M
AMZNAmazon Com Inc	1.0%	0.3%	10,607	-2.0%	$2.6M
MUBIshares Tr	1.0%	0.4%	26,091	+0.6%	$2.6M
CMBSIshares Tr	1.0%	0.3%	54,816	+4.0%	$2.6M
LQDBIshares Tr	0.9%	0.4%	29,241	-3.3%	$2.4M
BONDPimco ETF Tr	0.9%	0.3%	27,303	+4.5%	$2.4M
AAXJIshares Tr Msci Ac Asia ETF	0.9%	0.3%	19,305	+3.9%	$2.2M
AVDVAmerican Centy ETF Tr	0.9%	0.3%	20,343	-9.8%	$2.2M
BSMUInvesco Exch Trd Slf Idx Fd	0.8%	0.3%	102,392	-1.3%	$2.1M
AVUVAmerican Centy ETF Tr	0.8%	0.3%	17,720	-8.6%	$2.1M
TACKCapitol Ser Tr	0.8%	0.3%	64,913	+2.0%	$2.0M
TXNTexas Instrs Inc	0.8%	0.2%	6,977	+27.6%	$2.0M
SPYState Str Spdr S&p 500 ETF T	0.7%	60.3%	2,465	-99.6%	$1.9M
ZALTInnovator Etfs Trust	0.7%	0.2%	53,064	+17.2%	$1.8M
XOMExxonmobil Holdings Corp	0.7%	—	11,179	—	$1.8M
AIRRFirst Tr Exchange Traded Fd	0.7%	0.4%	17,617	-12.2%	$1.8M
DBEFDbx ETF Tr	0.7%	0.3%	32,448	-5.5%	$1.8M
FANGDiamondback Energy Inc	0.7%	0.2%	9,472	+0.0%	$1.7M
PHYSSprott Asset Management LP	0.7%	0.2%	54,476	+0.0%	$1.7M
CVXChevron Corporation	0.7%	—	8,303	—	$1.7M
CSCOCisco Sys Inc	0.7%	0.2%	15,531	-0.1%	$1.7M
VCSHVanguard Scottsdale Fds	0.7%	0.2%	21,494	-1.8%	$1.7M
AVIVAmerican Centy ETF Tr	0.6%	0.2%	18,693	-5.8%	$1.5M
GLDSpdr Gold Tr	0.6%	0.2%	3,818	-16.0%	$1.5M
SCHGSchwab Strategic Tr	0.6%	—	40,075	—	$1.4M

What Insight Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

TXN Texas Instrs Inc+27.6% shares
JPLD J P Morgan Exchange Traded F+21.1% shares
TBG Ea Series Trust+17.3% shares
ZALT Innovator Etfs Trust+17.2% shares
UMI Uscf ETF Tr+17.2% shares
FBND Fidelity Merrimack Str Tr+6.4% shares
FALN Ishares Tr+5.8% shares
Invesco Actively Managed Exc+5.6% shares

Reduced

SPY State Str Spdr S&p 500 ETF T-99.6% shares
SPXL Direxion Shares ETF Trust-65.5% shares
GLD Spdr Gold Tr-16.0% shares
SOXX Ishares Tr-13.3% shares
AIRR First Tr Exchange Traded Fd-12.2% shares
SNPE Dbx ETF Tr-10.9% shares
NVDA Nvidia Corporation-10.4% shares
AVDV American Centy ETF Tr-9.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.4% /yr; S&P 500 +20.1%
3 years: +9.2% /yr; S&P 500 +20.4%
5 years: +3.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$254.4M	137
Q2 2026	$744.8M	135
Q1 2026	$247.4M	118
Q4 2025	$240.3M	114
Q3 2025	$226.3M	114
Q2 2025	$180.3M	107
Q1 2025	$166.3M	105
Q4 2024	$158.0M	91
Q3 2024	$163.8M	96
Q2 2024	$154.3M	87
Q1 2024	$153.9M	84
Q4 2023	$132.5M	73

Questions about Insight Wealth Partners, LLC's portfolio

What stocks does Insight Wealth Partners, LLC own?

Insight Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 137 positions worth $254.4M. The largest are Vanguard Scottsdale Fds (VCIT) at 8.0%, Direxion Shares ETF Trust (SPXL) at 6.7%, J P Morgan Exchange Traded F (JPST) at 4.4%, Ishares Tr (LQD) at 4.4% and Fidelity Merrimack Str Tr (FBND) at 3.5%.

What did Insight Wealth Partners, LLC buy last quarter?

In Q3 2026, Insight Wealth Partners, LLC added Texas Instrs Inc (TXN) (+27.6% shares), J P Morgan Exchange Traded F (JPLD) (+21.1% shares) and Ea Series Trust (TBG) (+17.3% shares), compared with its Q2 2026 filing.

What did Insight Wealth Partners, LLC sell last quarter?

In Q3 2026, Insight Wealth Partners, LLC cut from its top 50 Ishares Tr (EEM), cut from its top 50 Vertiv Holdings Co (VRT), cut from its top 50 Exxon Mobil Corp (XOM), State Str Spdr S&p 500 ETF T (SPY) (-99.6% shares), Direxion Shares ETF Trust (SPXL) (-65.5% shares) and Spdr Gold Tr (GLD) (-16.0% shares), compared with its Q2 2026 filing.

How has Insight Wealth Partners, LLC's portfolio performed?

A portfolio copying Insight Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.4% against +20.1%. Over 5 years: +3.5% a year against +11.6%.

When is Insight Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Insight Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Insight Wealth Partners, LLC manage?

Insight Wealth Partners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $254.4M.