# Insight Wealth Partners, LLC: Form 13F holdings

An institutional investment manager in Plano, TX. SEC CIK 1627003.

- Quarter ended: 2026-06-30
- Filed: 2026-08-06
- Reported value: $744.8m
- Positions: 135 (135 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1627003/000117266126003122/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $449.4m | 60.3% | 601,827 |  | Added +599,222 |
| DIREXION SHARES ETF TRUST | DA 500 BU 3X ETF | $47.7m | 6.4% | 176,249 |  | Added +79,660 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $22.9m | 3.1% | 277,432 |  | Added +4,621 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $12.1m | 1.6% | 240,079 |  | Reduced −36,099 |
| ISHARES TR | IBOXX INV CP ETF | $11.6m | 1.6% | 106,526 |  | Reduced −33,182 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $9.0m | 1.2% | 647,831 |  | Added +600,496 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $8.9m | 1.2% | 195,769 |  | Reduced −57,170 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $7.3m | 1.0% | 136,459 |  | Added +13,885 |
| VICTORY PORTFOLIOS II | CORE BD ETF | $7.1m | 1.0% | 152,068 |  | Added +15,656 |
| ISHARES TR | 7-10 YR TRSY BD | $6.4m | 0.9% | 68,061 |  | Reduced −4,450 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $5.7m | 0.8% | 28,500 |  | Added +687 |
| PRINCIPAL EXCHANGE TRADED FD | PRNC INVT GRAD | $5.3m | 0.7% | 256,849 |  | Added +30,221 |
| ISHARES TR | ISHARES SEMICDTR | $5.2m | 0.7% | 8,117 |  | Added +289 |
| ISHARES TR | TIPS BD ETF | $4.9m | 0.7% | 44,849 |  | Reduced −15,783 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $4.9m | 0.7% | 104,378 |  | Reduced −37,292 |
| ISHARES TR | IBOXX HI YD ETF | $4.8m | 0.6% | 59,809 |  | Reduced −12,722 |
| ISHARES TR | FALN ANGLS USD | $4.3m | 0.6% | 156,998 |  | Reduced −27,140 |
| ISHARES TR | MSCI EMG MKT ETF | $4.2m | 0.6% | 60,971 |  | New +60,971 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $4.0m | 0.5% | 53,352 |  | Added +605 |
| DBX ETF TR | XTRACKRS S&P 500 | $3.7m | 0.5% | 54,015 |  | Added +2,818 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $3.7m | 0.5% | 1,607 |  | Added +7 |
| RBB FD INC | US TREASY 2 YR | $3.5m | 0.5% | 73,213 |  | Added +14,305 |
| ISHARES TR | JPMORGAN USD EMG | $3.5m | 0.5% | 36,230 |  | Reduced −10,791 |
| USCF ETF TR | MIDS ENE INC ETF | $3.4m | 0.5% | 57,492 |  | Added +4,726 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $3.3m | 0.4% | 8,666 |  | Added +954 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $3.0m | 0.4% | 10,293 |  | Added +532 |
| ISHARES TR | NATIONAL MUN ETF | $2.8m | 0.4% | 25,935 |  | Reduced −7,644 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $2.8m | 0.4% | 53,268 |  | New +53,268 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $2.7m | 0.4% | 20,058 |  | Added +2,529 |
| ISHARES TR | BBB RATED CORP | $2.6m | 0.4% | 30,240 |  | Added +3,299 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $2.6m | 0.3% | 10,828 |  | Reduced −52 |
| ISHARES TR | CMBS ETF | $2.6m | 0.3% | 52,683 |  | Reduced −18,170 |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.4m | 0.3% | 19,384 |  | Added +1,060 |
| PIMCO ETF TR | ACTIVE BD ETF | $2.4m | 0.3% | 26,129 |  | Reduced −10,186 |
| EA SERIES TRUST | TBG DIVID FO ETF | $2.4m | 0.3% | 65,119 |  | Added +4,609 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.3m | 0.3% | 22,551 |  | Added +280 |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $2.3m | 0.3% | 103,724 |  | Unchanged |
| ISHARES TR | MSCI AC ASIA ETF | $2.2m | 0.3% | 18,578 |  | Added +8,664 |
| CAPITOL SER TR | FAIR TA SECT ETF | $2.0m | 0.3% | 63,671 |  | Added +2,088 |
| DBX ETF TR | XTRACK MSCI EAFE | $1.9m | 0.3% | 34,329 |  | Added +6,107 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $1.8m | 0.2% | 15,539 |  | Reduced −300 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $1.7m | 0.2% | 5,206 |  | Reduced −54 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.7m | 0.2% | 21,892 |  | Reduced −7,494 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $1.7m | 0.2% | 4,543 |  | Added +61 |
| [DIAMONDBACK ENERGY INC (FANG)](/companies/fang.md) | COM | $1.7m | 0.2% | 9,472 |  | Added +1 |
| [SPROTT ASSET MANAGEMENT LP (PHYS)](/companies/phys.md) | PHYSICAL GOLD TR | $1.6m | 0.2% | 54,476 |  | Unchanged |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $1.6m | 0.2% | 5,469 |  | Reduced −218 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.5m | 0.2% | 19,843 |  | Added +3,283 |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $1.5m | 0.2% | 45,284 |  | Reduced −4,044 |
| EXXON MOBIL CORP | COM | $1.5m | 0.2% | 10,901 |  | Added +1,485 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $1.4m | 0.2% | 8,330 |  | Added +6,244 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.3m | 0.2% | 39,603 |  | Reduced −80 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $1.2m | 0.2% | 3,434 |  | Reduced −42 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.2m | 0.2% | 36,710 |  | Reduced −507 |
| PACER FDS TR | US CASH COWS 100 | $1.2m | 0.2% | 18,536 |  | Reduced −5,650 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $1.1m | 0.1% | 2,605 |  | Added +70 |
| ISHARES TR | US INFRASTRUC | $1.0m | 0.1% | 16,453 |  | Added +1,222 |
| DIREXION SHARES ETF TRUST | DAILY 500 2X ETF | $1.0m | 0.1% | 4,676 |  | Reduced −64 |
| ETF SER SOLUTIONS | VIDENT US BOND | $988.3k | 0.1% | 22,653 |  | Added +2,253 |
| INNOVATOR ETFS TRUST | EQUITY 1YR JANUA | $975.2k | 0.1% | 34,836 |  | Unchanged |
| PGIM ETF TR | PGIM ULTRA SH BD | $940.2k | 0.1% | 18,974 |  | Reduced −658 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | $939.2k | 0.1% | 9,385 |  | Reduced −601 |
| ISHARES TR | CORE S&P500 ETF | $934.0k | 0.1% | 1,247 |  | Added +167 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $914.9k | 0.1% | 44,927 |  | Added +1,663 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $911.8k | 0.1% | 2,785 |  | Reduced −109 |
| [PACCAR INC (PCAR)](/companies/pcar.md) | COM | $908.6k | 0.1% | 7,564 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $865.5k | 0.1% | 2,320 |  | Reduced −7 |
| [WESTERN ASSET PREMIER BD FD (WEA)](/companies/wea.md) | SHS BEN INT | $851.5k | 0.1% | 79,951 |  | Reduced −6,623 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $809.3k | 0.1% | 5,101 |  | Added +105 |
| [VALMONT INDS INC (VMI)](/companies/vmi.md) | COM | $801.1k | 0.1% | 1,387 |  | New +1,387 |
| THORNBURG ETF TR | MULTI SECTOR BD | $777.7k | 0.1% | 30,679 |  | New +30,679 |
| VANECK ETF TRUST | GOLD MINERS ETF | $743.9k | <0.1% | 9,859 |  | Added +50 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $733.2k | <0.1% | 8,038 |  | New +8,038 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $663.1k | <0.1% | 4,377 |  | Reduced −66 |
| ISHARES TR | CORE UNIVRSL USD | $634.4k | <0.1% | 13,747 |  | Reduced −6,465 |
| ISHARES TR | TRUST ISHARE 0-1 | $619.7k | <0.1% | 5,616 |  | Added +355 |
| [CALLAWAY GOLF CO (CALY)](/companies/caly.md) | COM | $610.9k | <0.1% | 32,511 |  | Reduced −121 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $609.2k | <0.1% | 4,813 |  | New +4,813 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $601.9k | <0.1% | 12,163 |  | Reduced −703 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $579.3k | <0.1% | 29,533 |  | Reduced −256 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $564.3k | <0.1% | 4,837 |  | Reduced −18 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $551.5k | <0.1% | 979 |  | Reduced −110 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $551.3k | <0.1% | 29,677 |  | Added +802 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $538.9k | <0.1% | 1,249 |  | New +1,249 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $512.8k | <0.1% | 2,038 |  | Reduced −451 |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $442.2k | <0.1% | 1,587 |  | Reduced −97 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $436.3k | <0.1% | 751 |  | New +751 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $429.2k | <0.1% | 403 |  | New +403 |
| ISHARES TR | CORE US AGGBD ET | $427.1k | <0.1% | 4,315 |  | Reduced −353 |
| ISHARES TR | CORE 80 20 ETF | $421.6k | <0.1% | 4,320 |  | Added +594 |
| [EVERCORE INC (EVR)](/companies/evr.md) | CLASS A | $417.6k | <0.1% | 1,223 |  | Reduced −31 |
| ISHARES TR | CORE DIV GRWTH | $401.1k | <0.1% | 5,292 |  | Reduced −237 |
| [MIRUM PHARMACEUTICALS INC (MIRM)](/companies/mirm.md) | COM | $395.0k | <0.1% | 3,374 |  | New +3,374 |
| ISHARES TR | CORE 30 70 ETF | $390.0k | <0.1% | 9,401 |  | Unchanged |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $377.6k | <0.1% | 7,411 |  | New +7,411 |
| SPDR SERIES TRUST | ST STR SP AERO | $370.2k | <0.1% | 1,305 |  | Added +285 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $366.6k | <0.1% | 1,037 |  | Added +312 |
| ETF SER SOLUTIONS | VIDEN EQUIT ETF | $357.9k | <0.1% | 9,174 |  | Added +2,936 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $357.8k | <0.1% | 310 |  | New +310 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $354.6k | <0.1% | 6,542 |  | New +6,542 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $348.6k | <0.1% | 2,491 |  | New +2,491 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $331.7k | <0.1% | 16,989 |  | Reduced −881 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 APRI | $328.0k | <0.1% | 12,311 |  | New +12,311 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $317.0k | <0.1% | 3,050 |  | Added +30 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $312.0k | <0.1% | 18,747 |  | Added +2,630 |
| CAMTEK LTD | ORD | $311.7k | <0.1% | 1,911 |  | New +1,911 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $308.8k | <0.1% | 2,281 |  | Added +19 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $305.9k | <0.1% | 317 |  | New +317 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $305.8k | <0.1% | 255 |  | Reduced −52 |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $299.4k | <0.1% | 8,145 |  | Reduced −500 |
| [HEWLETT PACKARD ENTERPRISE C (HPE)](/companies/hpe.md) | COM | $299.3k | <0.1% | 6,634 |  | New +6,634 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $296.9k | <0.1% | 468 |  | Unchanged |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $295.5k | <0.1% | 3,636 |  | Added +184 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $291.6k | <0.1% | 12,701 |  | Reduced −85 |
| INNOVATOR ETFS TRUST | EQUI DEFI SEPT | $287.0k | <0.1% | 10,414 |  | Reduced −70 |
| [WP CAREY INC (WPC)](/companies/wpc.md) | COM | $277.3k | <0.1% | 3,878 |  | Unchanged |
| [TEXAS PACIFIC LAND CORPORATI (TPL)](/companies/tpl.md) | COM | $275.3k | <0.1% | 629 |  | Unchanged |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $272.5k | <0.1% | 10,487 |  | Unchanged |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $272.5k | <0.1% | 799 |  | New +799 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $268.5k | <0.1% | 287 |  | Added +24 |
| ISHARES TR | RUSSELL 2000 ETF | $265.9k | <0.1% | 885 |  | Unchanged |
| ISHARES TR | ISHS 1-5YR INVS | $265.8k | <0.1% | 5,072 |  | Added +13 |
| TEEKAY TANKERS LTD | CL A | $257.7k | <0.1% | 3,973 |  | Reduced −53 |
| ISHARES TR | CORE 60 BALA ETF | $234.2k | <0.1% | 3,370 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $233.4k | <0.1% | 10,443 |  | Reduced −753 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $223.6k | <0.1% | 2,439 |  | Unchanged |
| ISHARES TR | PFD AND INCM SEC | $214.5k | <0.1% | 7,035 |  | Unchanged |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $212.0k | <0.1% | 2,947 |  | New +2,947 |
| ISHARES TR | MSCI ACWI EX US | $211.9k | <0.1% | 2,784 |  | New +2,784 |
| ISHARES TR | 1 3 YR TREAS BD | $206.6k | <0.1% | 2,516 |  | Reduced −121 |
| ISHARES TR | 0-5YR HI YL CP | $202.0k | <0.1% | 4,764 |  | Reduced −366 |
| ISHARES TR | S&P MC 400GR ETF | $200.5k | <0.1% | 1,706 |  | New +1,706 |
| [VIRTUIX HOLDINGS INC. (VTIX)](/companies/vtix.md) | COM CL A | $147.3k | <0.1% | 48,298 |  | Unchanged |
| [UNISYS CORP (UIS)](/companies/uis.md) | COM NEW | $120.3k | <0.1% | 32,859 |  | Unchanged |
| [DESIGNER BRANDS INC (DBI)](/companies/dbi.md) | CL A | $67.8k | <0.1% | 11,625 |  | New +11,625 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALCOA CORP (AA)](/companies/aa.md) | COM | $0 | 0.0% | 0 |  | Sold out −13,981 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −5,566 |
| DIREXION SHARES ETF TRUST | DAILY S&P 500 BU | $0 | 0.0% | 0 | Call | Sold out −2,000 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $0 | 0.0% | 0 |  | Sold out −240 |
| ISHARES TR | TOP 20 U S STOCK | $0 | 0.0% | 0 |  | Sold out −27,469 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,757 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $0 | 0.0% | 0 | Call | Sold out −715,300 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,875 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003122. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.