Insight Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Insight Wealth Partners, LLC held in its portfolio 114 assets valued at $729,680,028 (i.e. $729.68M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($491.21M), VANGUARD SCOTTSDALE FDS ($23.11M), and DIREXION SHS ETF TR ($21.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Insight Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 720334 | 491209996 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 275950 | 23110807 | INT-TERM CORP |
| DIREXION SHS ETF TR | 99158 | 21875397 | DRX S&P500BULL |
| ISHARES TR | 135050 | 14881142 | IBOXX INV CP ETF |
| J P MORGAN EXCHANGE TRADED F | 268202 | 13568357 | ULTRA SHRT ETF |
| FIDELITY MERRIMACK STR TR | 237809 | 10948708 | TOTAL BD ETF |
| ISHARES GOLD TR | 91789 | 7450513 | ISHARES NEW |
| J P MORGAN EXCHANGE TRADED F | 122056 | 6599562 | ACTIVE BOND ETF |
| VICTORY PORTFOLIOS II | 135743 | 6428069 | CORE INTERMEDIAT |
| ISHARES TR | 57225 | 6289603 | TIPS BD ETF |
| INVESCO ACTIVELY MANAGED EXC | 132028 | 6260754 | TOTAL RETURN |
| ISHARES TR | 68284 | 5505724 | IBOXX HI YD ETF |
| NVIDIA CORPORATION | 27268 | 5085553 | COM |
| ISHARES TR | 174199 | 4755625 | FALN ANGLS USD |
| PRINCIPAL EXCHANGE TRADED FD | 220590 | 4608128 | PRNC INVT GRAD |
| ISHARES TR | 45131 | 4345210 | JPMORGAN USD EMG |
| ISHARES TR | 33015 | 3536195 | NATIONAL MUN ETF |
| ISHARES TR | 35139 | 3378996 | 7-10 YR TRSY BD |
| ISHARES TR | 66397 | 3258779 | CMBS ETF |
| PIMCO ETF TR | 33750 | 3141413 | ACTIVE BD ETF |
| DBX ETF TR | 50193 | 3134582 | XTRACKRS S&P 500 |
| BROADCOM INC | 7670 | 2654691 | COM |
| APPLE INC | 9746 | 2649568 | COM |
| VANGUARD SCOTTSDALE FDS | 32436 | 2586115 | SHRT TRM CORP BD |
| AMAZON COM INC | 10715 | 2473236 | COM |
| SPROTT ASSET MANAGEMENT LP | 73374 | 2422809 | PHYSICAL GOLD TR |
| USCF ETF TR | 49112 | 2410418 | MIDSTREAM ENERGY |
| ISHARES TR | 27405 | 2387250 | BBB RATED CORP |
| ISHARES TR | 7718 | 2324255 | ISHARES SEMICDTR |
| INVESCO EXCH TRD SLF IDX FD | 103724 | 2284521 | INVSC 30 MUNI BD |
| AMERICAN CENTY ETF TR | 22053 | 2072298 | INTL SMCP VLU |
| CAPITOL SER TR | 62450 | 1871641 | FAIRLEAD TACTICA |
| AMERICAN CENTY ETF TR | 17825 | 1817767 | US SML CP VALU |
| EA SERIES TRUST | 54095 | 1806232 | TBG DIVIDEND FOC |
| SPDR GOLD TR | 4268 | 1691451 | GOLD SHS |
| FIRST TR EXCHANGE TRADED FD | 16137 | 1586544 | RBA INDL ETF |
| PACER FDS TR | 25342 | 1524827 | US CASH COWS 100 |
| DIAMONDBACK ENERGY INC | 9536 | 1433547 | COM |
| SCHWAB STRATEGIC TR | 40755 | 1329428 | US LCAP GR ETF |
| CISCO SYS INC | 16432 | 1265757 | COM |
| DBX ETF TR | 24742 | 1190343 | XTRACK MSCI EAFE |
| MICROSOFT CORP | 2359 | 1141034 | COM |
| ALPHABET INC | 3557 | 1113383 | CAP STK CL A |
| EXXON MOBIL CORP | 9176 | 1104300 | COM |
| WESTERN ASSET PREMIER BD FD | 94848 | 1046176 | SHS BEN INT |
| RTX CORPORATION | 5667 | 1039328 | COM |
| SCHWAB STRATEGIC TR | 37823 | 1037485 | US DIVIDEND EQ |
| ISHARES TR | 33189 | 1036492 | TOP 20 U S STOCK |
| AMERICAN CENTY ETF TR | 14504 | 1033145 | INTERNATIONAL LR |
| ETF SER SOLUTIONS | 9986 | 998900 | CLEARSHS ULTRA |
| TESLA INC | 2170 | 975892 | COM |
| PGIM ETF TR | 19632 | 973551 | PGIM ULTRA SH BD |
| PALANTIR TECHNOLOGIES INC | 5223 | 928388 | CL A |
| DIREXION SHS ETF TR | 4986 | 917923 | DLY S&P500 2XS |
| CARVANA CO | 2165 | 913673 | CL A |
| JPMORGAN CHASE & CO. | 2814 | 906717 | COM |
| INVESCO EXCH TRD SLF IDX FD | 44013 | 906668 | INVSCO BLSH 28 |
| ETF SER SOLUTIONS | 19859 | 877161 | VIDENT US BOND |
| ISHARES TR | 18706 | 870554 | CORE UNIVRSL USD |
| PACCAR INC | 7799 | 854019 | COM |
| VERTIV HOLDINGS CO | 5254 | 851205 | COM CL A |
| ROCKET LAB CORP | 11949 | 833562 | COM |
| TEXAS INSTRS INC | 4682 | 812280 | COM |
| ISHARES TR | 7286 | 802553 | TRUST ISHARE 0-1 |
| VANECK ETF TRUST | 9175 | 786932 | GOLD MINERS ETF |
| SELECT SECTOR SPDR TR | 5032 | 778890 | STATE STREET HEA |
| ISHARES TR | 14700 | 773512 | US INFRASTRUC |
| INNOVATOR ETFS TRUST | 23136 | 753540 | U S EQ 10 BUFFER |
| META PLATFORMS INC | 1086 | 716890 | CL A |
| DUTCH BROS INC | 11657 | 713642 | CL A |
| ABBVIE INC | 2713 | 619893 | COM |
| FORD MTR CO | 47016 | 616854 | COM |
| INVESCO EXCH TRD SLF IDX FD | 29535 | 583021 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 28607 | 538813 | BULETSHS 2029 |
| INNOVATOR ETFS TRUST | 14433 | 483650 | DEFINED WLT SHLD |
| ISHARES TR | 694 | 475348 | CORE S&P500 ETF |
| ECOLAB INC | 1764 | 463085 | COM |
| EVERCORE INC | 1254 | 426674 | CLASS A |
| ISHARES TR | 4120 | 411506 | CORE US AGGBD ET |
| ISHARES TR | 9401 | 377262 | CORE 30/70 CONSE |
| KIMBALL ELECTRONICS INC | 13259 | 368865 | COM |
| ISHARES TR | 5229 | 362997 | CORE DIV GRWTH |
| TOPGOLF CALLAWAY BRANDS CORP | 30165 | 352026 | COM |
| INVESCO EXCH TRD SLF IDX FD | 17870 | 349805 | BULSHS 2026 CB |
| ELI LILLY & CO | 307 | 329831 | COM |
| PEPSICO INC | 2262 | 324642 | COM |
| CHEVRON CORP NEW | 2111 | 321755 | COM |
| ISHARES TR | 7431 | 318567 | 0-5YR HI YL CP |
| INVESCO EXCH TRD SLF IDX FD | 12786 | 298425 | INVSCO BLSH 26 |
| ISHARES TR | 3506 | 290367 | 1 3 YR TREAS BD |
| ISHARES TR | 9187 | 284430 | PFD AND INCM SEC |
| CONOCOPHILLIPS | 3020 | 282689 | COM |
| INNOVATOR ETFS TRUST | 10484 | 280762 | EQUITY DEFINED P |
| INVESCO EXCH TRD SLF IDX FD | 15818 | 267641 | INVSCO 30 CORP |
| ISHARES TR | 5016 | 265246 | ISHS 1-5YR INVS |
| ABBOTT LABS | 2117 | 265239 | COM |
| APPLOVIN CORP | 392 | 264137 | COM CL A |
| ROBINHOOD MKTS INC | 2316 | 261940 | COM CL A |
| ENTERPRISE PRODS PARTNERS L | 8164 | 261738 | COM |
| WP CAREY INC | 3870 | 249073 | COM |
| INVESCO EXCH TRD SLF IDX FD | 10972 | 248127 | BULETSHS 2027 |
| COCA COLA CO | 3448 | 241065 | COM |
| VANGUARD BD INDEX FDS | 3249 | 240635 | TOTAL BND MRKT |
| D-WAVE QUANTUM INC | 9196 | 240475 | COM |
| ISHARES TR | 2645 | 236904 | CORE 80/20 AGGRE |
| COLGATE PALMOLIVE CO | 2853 | 225444 | COM |
| COSTCO WHSL CORP NEW | 258 | 222484 | COM |
| ISHARES TR | 3387 | 220189 | CORE 60/40 BALAN |
| DEERE & CO | 468 | 217887 | COM |
| ISHARES TR | 885 | 217852 | RUSSELL 2000 ETF |
| ALPHABET INC | 693 | 217561 | CAP STK CL C |
| ETF SER SOLUTIONS | 6168 | 207923 | VIDENT INTERNATI |
| INTERNATIONAL BUSINESS MACHS | 685 | 202904 | COM |
| UNISYS CORP | 32859 | 90691 | COM NEW |
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