Insight Wealth Partners, LLC

Name: Insight Wealth Partners, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in Plano, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 6, 2026. SEC CIK 1627003.

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Reported value$744.8m
Positions135

Holdings: 135 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Insight Wealth Partners, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	449	60.3%	601,827	Added+599,222
Direxion Shares ETF Trust	DA 500 BU 3X ETF	25459W862	47.7	6.4%	176,249	Added+79,660
Vanguard Scottsdale FDS	INT-TERM CORP	92206C870	22.9	3.1%	277,432	Added+4,621
J P Morgan Exchange Traded F	ULTRA SHRT ETF	46641Q837	12.1	1.6%	240,079	Reduced−36,099
Ishares TR	IBOXX INV CP ETF	464287242	11.6	1.6%	106,526	Reduced−33,182
Ford MTR CoF	COM	345370860	9.0	1.2%	647,831	Added+600,496
Fidelity Merrimack STR TR	TOTAL BD ETF	316188309	8.9	1.2%	195,769	Reduced−57,170
J P Morgan Exchange Traded F	ACTIVE BOND ETF	46654Q716	7.3	1.0%	136,459	Added+13,885
Victory Portfolios II	CORE BD ETF	92647N527	7.1	1.0%	152,068	Added+15,656
Ishares TR	7-10 YR TRSY BD	464287440	6.4	0.9%	68,061	Reduced−4,450
Nvidia CorporationNVDA	COM	67066G104	5.7	0.8%	28,500	Added+687
Principal Exchange Traded FD	PRNC INVT GRAD	74255Y821	5.3	0.7%	256,849	Added+30,221
Ishares TR	ISHARES SEMICDTR	464287523	5.2	0.7%	8,117	Added+289
Ishares TR	TIPS BD ETF	464287176	4.9	0.7%	44,849	Reduced−15,783
Invesco Actively Managed Exc	TOTAL RETURN	46090A804	4.9	0.7%	104,378	Reduced−37,292
Ishares TR	IBOXX HI YD ETF	464288513	4.8	0.6%	59,809	Reduced−12,722
Ishares TR	FALN ANGLS USD	46435G474	4.3	0.6%	156,998	Reduced−27,140
Ishares TR	MSCI EMG MKT ETF	464287234	4.2	0.6%	60,971	New+60,971
Ishares Gold TRIAU	ISHARES NEW	464285204	4.0	0.5%	53,352	Added+605
DBX ETF TR	XTRACKRS S&P 500	233051143	3.7	0.5%	54,015	Added+2,818
Sandisk CorpSNDK	COM	80004C200	3.7	0.5%	1,607	Added+7
RBB FD Inc	US TREASY 2 YR	74933W486	3.5	0.5%	73,213	Added+14,305
Ishares TR	JPMORGAN USD EMG	464288281	3.5	0.5%	36,230	Reduced−10,791
Uscf ETF TR	MIDS ENE INC ETF	90290T882	3.4	0.5%	57,492	Added+4,726
Broadcom IncAVGO	COM	11135F101	3.3	0.4%	8,666	Added+954
Apple IncAAPL	COM	037833100	3.0	0.4%	10,293	Added+532
Ishares TR	NATIONAL MUN ETF	464288414	2.8	0.4%	25,935	Reduced−7,644
J P Morgan Exchange Traded F	JPMORGAM LTD DUR	46654Q773	2.8	0.4%	53,268	New+53,268
First TR Exchange Traded FD	RBA INDL ETF	33738R704	2.7	0.4%	20,058	Added+2,529
Ishares TR	BBB RATED CORP	46436E494	2.6	0.4%	30,240	Added+3,299
Amazon Com IncAMZN	COM	023135106	2.6	0.3%	10,828	Reduced−52
Ishares TR	CMBS ETF	46429B366	2.6	0.3%	52,683	Reduced−18,170
American Centy ETF TR	US SML CP VALU	025072877	2.4	0.3%	19,384	Added+1,060
Pimco ETF TR	ACTIVE BD ETF	72201R775	2.4	0.3%	26,129	Reduced−10,186
EA Series Trust	TBG DIVID FO ETF	02072L375	2.4	0.3%	65,119	Added+4,609
American Centy ETF TR	INTL SMCP VLU	025072802	2.3	0.3%	22,551	Added+280
Invesco Exch TRD SLF Idx FD	INVSC 30 MUNI BD	46138J445	2.3	0.3%	103,724	Unchanged
Ishares TR	MSCI AC ASIA ETF	464288182	2.2	0.3%	18,578	Added+8,664
Capitol Ser TR	FAIR TA SECT ETF	14064D550	2.0	0.3%	63,671	Added+2,088
DBX ETF TR	XTRACK MSCI EAFE	233051200	1.9	0.3%	34,329	Added+6,107
Cisco Sys IncCSCO	COM	17275R102	1.8	0.2%	15,539	Reduced−300
Vertiv Holdings CoVRT	COM CL A	92537N108	1.7	0.2%	5,206	Reduced−54
Vanguard Scottsdale FDS	SHRT TRM CORP BD	92206C409	1.7	0.2%	21,892	Reduced−7,494
SPDR Gold TRGLD	GOLD SHS	78463V107	1.7	0.2%	4,543	Added+61
Diamondback Energy IncFANG	COM	25278X109	1.7	0.2%	9,472	Added+1
Sprott Asset Management LPPHYS	PHYSICAL GOLD TR	85207H104	1.6	0.2%	54,476	Unchanged
Texas Instrs IncTXN	COM	882508104	1.6	0.2%	5,469	Reduced−218
American Centy ETF TR	INTERNATIONAL LR	025072364	1.5	0.2%	19,843	Added+3,283
Innovator Etfs Trust	U S EQ 10 BUFFER	45783Y442	1.5	0.2%	45,284	Reduced−4,044
Exxon Mobil Corp	COM	30231G102	1.5	0.2%	10,901	Added+1,485
Chevron CorporationCVX	COM	166764100	1.4	0.2%	8,330	Added+6,244
Schwab Strategic TR	US LCAP GR ETF	808524300	1.3	0.2%	39,603	Reduced−80
Alphabet IncGOOGL	CAP STK CL A	02079K305	1.2	0.2%	3,434	Reduced−42
Schwab Strategic TR	US DIVIDEND EQ	808524797	1.2	0.2%	36,710	Reduced−507
Pacer FDS TR	US CASH COWS 100	69374H881	1.2	0.2%	18,536	Reduced−5,650
Tesla IncTSLA	COM	88160R101	1.1	0.1%	2,605	Added+70
Ishares TR	US INFRASTRUC	46435U713	1.0	0.1%	16,453	Added+1,222
Direxion Shares ETF Trust	DAILY 500 2X ETF	25459Y165	1.0	0.1%	4,676	Reduced−64
ETF Ser Solutions	VIDENT US BOND	26922A602	1.0	0.1%	22,653	Added+2,253
Innovator Etfs Trust	EQUITY 1YR JANUA	45784N817	1.0	0.1%	34,836	Unchanged
Pgim ETF TR	PGIM ULTRA SH BD	69344A107	0.9	0.1%	18,974	Reduced−658
ETF Ser Solutions	CLEARSHS ULTRA	26922A453	0.9	0.1%	9,385	Reduced−601
Ishares TR	CORE S&P500 ETF	464287200	0.9	0.1%	1,247	Added+167
Invesco Exch TRD SLF Idx FD	INVSCO BLSH 28	46138J643	0.9	0.1%	44,927	Added+1,663
Jpmorgan Chase & CoJPM	COM	46625H100	0.9	0.1%	2,785	Reduced−109
Paccar IncPCAR	COM	693718108	0.9	0.1%	7,564	Unchanged
Microsoft CorpMSFT	COM	594918104	0.9	0.1%	2,320	Reduced−7
Western Asset Premier BD FDWEA	SHS BEN INT	957664105	0.9	0.1%	79,951	Reduced−6,623
Select Sector SPDR TR	ST STR CARE ETF	81369Y209	0.8	0.1%	5,101	Added+105
Valmont Inds IncVMI	COM	920253101	0.8	0.1%	1,387	New+1,387
Thornburg ETF TR	MULTI SECTOR BD	88521L207	0.8	0.1%	30,679	New+30,679
Vaneck ETF Trust	GOLD MINERS ETF	92189F106	0.7	<0.1%	9,859	Added+50
American Centy ETF TR	US LARGE CAP VLU	025072349	0.7	<0.1%	8,038	New+8,038
TJX Cos Inc NewTJX	COM	872540109	0.7	<0.1%	4,377	Reduced−66
Ishares TR	CORE UNIVRSL USD	46434V613	0.6	<0.1%	13,747	Reduced−6,465
Ishares TR	TRUST ISHARE 0-1	464288679	0.6	<0.1%	5,616	Added+355
Callaway Golf CoCALY	COM	131193104	0.6	<0.1%	32,511	Reduced−121
Duke Energy Corp NewDUK	COM NEW	26441C204	0.6	<0.1%	4,813	New+4,813
Innovator Etfs Trust	US EQTY PWR BUF	45782C508	0.6	<0.1%	12,163	Reduced−703
Invesco Exch TRD SLF Idx FD	BULSHS 2027 CB	46138J783	0.6	<0.1%	29,533	Reduced−256
Palantir Technologies IncPLTR	CL A	69608A108	0.6	<0.1%	4,837	Reduced−18
Meta Platforms IncMETA	CL A	30303M102	0.6	<0.1%	979	Reduced−110
Invesco Exch TRD SLF Idx FD	BULETSHS 2029	46138J577	0.6	<0.1%	29,677	Added+802
Dell Technologies IncDELL	CL C	24703L202	0.5	<0.1%	1,249	New+1,249
Abbvie IncABBV	COM	00287Y109	0.5	<0.1%	2,038	Reduced−451
Ecolab IncECL	COM	278865100	0.4	<0.1%	1,587	Reduced−97
Advanced Micro Devices IncAMD	COM	007903107	0.4	<0.1%	751	New+751
Caterpillar IncCAT	COM	149123101	0.4	<0.1%	403	New+403
Ishares TR	CORE US AGGBD ET	464287226	0.4	<0.1%	4,315	Reduced−353
Ishares TR	CORE 80 20 ETF	464289859	0.4	<0.1%	4,320	Added+594
Evercore IncEVR	CLASS A	29977A105	0.4	<0.1%	1,223	Reduced−31
Ishares TR	CORE DIV GRWTH	46434V621	0.4	<0.1%	5,292	Reduced−237
Mirum Pharmaceuticals IncMIRM	COM	604749101	0.4	<0.1%	3,374	New+3,374
Ishares TR	CORE 30 70 ETF	464289883	0.4	<0.1%	9,401	Unchanged
Putnam ETF Trust	FOCUSED LAR CAP	746729300	0.4	<0.1%	7,411	New+7,411
SPDR Series Trust	ST STR SP AERO	78464A631	0.4	<0.1%	1,305	Added+285
Alphabet IncGOOGL	CAP STK CL C	02079K107	0.4	<0.1%	1,037	Added+312
ETF Ser Solutions	VIDEN EQUIT ETF	26922A404	0.4	<0.1%	9,174	Added+2,936
Micron Technology IncMU	COM	595112103	0.4	<0.1%	310	New+310
Enbridge IncENB	COM	29250N105	0.4	<0.1%	6,542	New+6,542
Citigroup IncC	COM NEW	172967424	0.3	<0.1%	2,491	New+2,491
Invesco Exch TRD SLF Idx FD	BULSHS 2026 CB	46138J791	0.3	<0.1%	16,989	Reduced−881
Innovator Etfs Trust	EQUI DEFI 1 APRI	45784N726	0.3	<0.1%	12,311	New+12,311
ConocophillipsCOP	COM	20825C104	0.3	<0.1%	3,050	Added+30
Invesco Exch TRD SLF Idx FD	INVSCO 30 CORP	46138J460	0.3	<0.1%	18,747	Added+2,630
Camtek Ltd	ORD	M20791105	0.3	<0.1%	1,911	New+1,911
Pepsico IncPEP	COM	713448108	0.3	<0.1%	2,281	Added+19
Seagate Technology HLDNGS PL	ORD SHS	G7997R103	0.3	<0.1%	317	New+317
ELI Lilly & CoLLY	COM	532457108	0.3	<0.1%	255	Reduced−52
Enterprise Prods Partners LEPD	COM	293792107	0.3	<0.1%	8,145	Reduced−500
Hewlett Packard Enterprise CHPE	COM	42824C109	0.3	<0.1%	6,634	New+6,634
Deere & CoDE	COM	244199105	0.3	<0.1%	468	Unchanged
Coca Cola CoKO	COM	191216100	0.3	<0.1%	3,636	Added+184
Invesco Exch TRD SLF Idx FD	INVSCO BLSH 26	46138J635	0.3	<0.1%	12,701	Reduced−85
Innovator Etfs Trust	EQUI DEFI SEPT	45784N106	0.3	<0.1%	10,414	Reduced−70
WP Carey IncWPC	COM	92936U109	0.3	<0.1%	3,878	Unchanged
Texas Pacific Land CorporatiTPL	COM	88262P102	0.3	<0.1%	629	Unchanged
Innovator Etfs Trust	EQUITY DEF PROTN	45784N775	0.3	<0.1%	10,487	Unchanged
Palo Alto Networks IncPANW	COM	697435105	0.3	<0.1%	799	New+799
Costco Wholesale CorporationCOST	COM	22160K105	0.3	<0.1%	287	Added+24
Ishares TR	RUSSELL 2000 ETF	464287655	0.3	<0.1%	885	Unchanged
Ishares TR	ISHS 1-5YR INVS	464288646	0.3	<0.1%	5,072	Added+13
Teekay Tankers Ltd	CL A	G8726X106	0.3	<0.1%	3,973	Reduced−53
Ishares TR	CORE 60 BALA ETF	464289867	0.2	<0.1%	3,370	Unchanged
Invesco Exch TRD SLF Idx FD	BULETSHS 2027	46138J585	0.2	<0.1%	10,443	Reduced−753
Colgate Palmolive CoCL	COM	194162103	0.2	<0.1%	2,439	Unchanged
Ishares TR	PFD AND INCM SEC	464288687	0.2	<0.1%	7,035	Unchanged
Altria Group IncMO	COM	02209S103	0.2	<0.1%	2,947	New+2,947
Ishares TR	MSCI ACWI EX US	464288240	0.2	<0.1%	2,784	New+2,784
Ishares TR	1 3 YR TREAS BD	464287457	0.2	<0.1%	2,516	Reduced−121
Ishares TR	0-5YR HI YL CP	46434V407	0.2	<0.1%	4,764	Reduced−366
Ishares TR	S&P MC 400GR ETF	464287606	0.2	<0.1%	1,706	New+1,706
Virtuix Holdings Inc.VTIX	COM CL A	92835U101	0.1	<0.1%	48,298	Unchanged
Unisys CorpUIS	COM NEW	909214306	0.1	<0.1%	32,859	Unchanged
Designer Brands IncDBI	CL A	250565108	0.1	<0.1%	11,625	New+11,625

Sold out: 8 positions

Held at the end of the quarter before and not reported this quarter.

Insight Wealth Partners, LLC, positions sold out
Issuer	Class	CUSIP	Weight	Put or call	Change on the quarter before
Alcoa CorpAA	COM	013872106	0.0%		Sold out−13,981
BP plcBP	SPONSORED ADR	055622104	0.0%		Sold out−5,566
Direxion Shares ETF Trust	DAILY S&P 500 BU	25459W862	0.0%	Call	Sold out−2,000
Goldman Sachs Group IncGS	COM	38141G104	0.0%		Sold out−240
Ishares TR	TOP 20 U S STOCK	46438G570	0.0%		Sold out−27,469
RTX CorporationRTX	COM	75513E101	0.0%		Sold out−5,757
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	0.0%	Call	Sold out−715,300
Walmart IncWMT	COM	931142103	0.0%		Sold out−3,875

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003122 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.