Funds › Insight Wealth Partners, LLC
Insight Wealth Partners, LLC
13F for Q3 2026, filed Oct 26, 2026. 137 positions worth $759.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 26, 2026
Reported value
$759.1M
+$14.3M (1.9%) vs Q2 2026
Positions
137
135 in Q2 2026
Top 10 share
13.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Insight Wealth Partners, LLC in the latest 13F quarter?
Using 13F.ai, how has Insight Wealth Partners, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Insight Wealth Partners, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds INT-TERM Corp | 258,777 | $20.3M | 2.7% | -6.7% | 13F ↗ |
| 2 | Direxion Shares ETF Trust Etf | 60,783 | $17.1M | 2.3% | -65.5% | 13F ↗ |
| 3 | J P Morgan Exchange Traded F Ultra Shrt Etf | 220,989 | $11.1M | 1.5% | -8.0% | 13F ↗ |
| 4 | iShares Tr Etf | 108,790 | $11.1M | 1.5% | +2.1% | 13F ↗ |
| 5 | Fidelity Merrimack Str Tr Total Bd Etf | 208,317 | $9.0M | 1.2% | +6.4% | 13F ↗ |
| 6 | F Ford Motor Company | 648,230 | $7.8M | 1.0% | +0.1% | 13F ↗ |
| 7 | J P Morgan Exchange Traded F Active Bond Etf | 140,784 | $7.2M | 0.9% | +3.2% | 13F ↗ |
| 8 | Victory Portfolios II Core Bd Etf | 156,939 | $7.0M | 0.9% | +3.2% | 13F ↗ |
| 9 | iShares Tr 7-10 Yr Trsy Bd | 66,811 | $6.0M | 0.8% | -1.8% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 25,549 | $5.8M | 0.8% | -10.4% | 13F ↗ |
| 11 | Invesco Actively Managed Exc Total Return | 110,184 | $4.9M | 0.6% | +5.6% | 13F ↗ |
| 12 | iShares Tr Bond Etf | 47,197 | $4.9M | 0.6% | +5.2% | 13F ↗ |
| 13 | Principal Exchange Traded Fd | 250,580 | $4.9M | 0.6% | -2.4% | 13F ↗ |
| 14 | iShares Tr Etf | 59,516 | $4.6M | 0.6% | -0.5% | 13F ↗ |
| 15 | iShares Tr Faln Angls Usd | 166,181 | $4.3M | 0.6% | +5.8% | 13F ↗ |
| 16 | IAU iShares Gold Trust · Ishares New | 53,007 | $4.1M | 0.5% | -0.6% | 13F ↗ |
| 17 | iShares Tr Ishares Semicdtr | 7,039 | $4.0M | 0.5% | -13.3% | 13F ↗ |
| 18 | Uscf ETF Tr Mids Ene Inc Etf | 67,365 | $3.8M | 0.5% | +17.2% | 13F ↗ |
| 19 | Rbb Fd Inc Us Treasy 2 Yr | 73,402 | $3.5M | 0.5% | +0.3% | 13F ↗ |
| 20 | Dbx ETF Tr Xtrackrs S&P 500 | 48,122 | $3.4M | 0.4% | -10.9% | 13F ↗ |
| 21 | J P Morgan Exchange Traded F Jpmorgam Ltd Dur | 64,488 | $3.3M | 0.4% | +21.1% | 13F ↗ |
| 22 | iShares Tr Jpmorgan Usd Emg | 35,862 | $3.3M | 0.4% | -1.0% | 13F ↗ |
| 23 | AAPL Apple Inc. | 9,616 | $3.2M | 0.4% | -6.6% | 13F ↗ |
| 24 | AVGO Broadcom Inc. | 8,133 | $2.9M | 0.4% | -6.2% | 13F ↗ |
| 25 | Ea Series Trust Tbg Dividend Foc | 76,358 | $2.8M | 0.4% | +17.3% | 13F ↗ |
| 26 | SNDK Sandisk Corporation | 1,523 | $2.6M | 0.3% | -5.2% | 13F ↗ |
| 27 | AMZN Amazon.com, Inc. | 10,607 | $2.6M | 0.3% | -2.0% | 13F ↗ |
| 28 | iShares Tr National Mun Etf | 26,091 | $2.6M | 0.3% | +0.6% | 13F ↗ |
| 29 | iShares Tr Cmbs Etf | 54,816 | $2.6M | 0.3% | +4.0% | 13F ↗ |
| 30 | iShares Tr | 29,241 | $2.4M | 0.3% | -3.3% | 13F ↗ |
| 31 | Pimco ETF Tr Active Bd Etf | 27,303 | $2.4M | 0.3% | +4.5% | 13F ↗ |
| 32 | iShares Tr Msci Ac Asia Etf | 19,305 | $2.2M | 0.3% | +3.9% | 13F ↗ |
| 33 | American Centy ETF Tr Intl Smcp Vlu | 20,343 | $2.2M | 0.3% | -9.8% | 13F ↗ |
| 34 | Invesco Exch Trd Slf Idx Fd Invsc 30 Muni Bd | 102,392 | $2.1M | 0.3% | -1.3% | 13F ↗ |
| 35 | American Centy ETF Tr Us Sml Cp Valu | 17,720 | $2.1M | 0.3% | -8.6% | 13F ↗ |
| 36 | Capitol Ser Tr Fairlead Tactica | 64,913 | $2.0M | 0.3% | +2.0% | 13F ↗ |
| 37 | TXN Texas Instruments Incorporated | 6,977 | $2.0M | 0.3% | +27.6% | 13F ↗ |
| 38 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,465 | $1.9M | 0.2% | -99.6% | 13F ↗ |
| 39 | Innovator Etfs Trust U S Eq 10 Buffer | 53,064 | $1.8M | 0.2% | +17.2% | 13F ↗ |
| 40 | XOM ExxonMobil Holdings Corporation | 11,179 | $1.8M | 0.2% | New | 13F ↗ |
| 41 | First Tr Exchange Traded Fd Rba Indl Etf | 17,617 | $1.8M | 0.2% | -12.2% | 13F ↗ |
| 42 | Dbx ETF Tr Xtrack Msci Eafe | 32,448 | $1.8M | 0.2% | -5.5% | 13F ↗ |
| 43 | FANG Diamondback Energy, Inc. | 9,472 | $1.7M | 0.2% | Unchanged | 13F ↗ |
| 44 | PHYS Sprott Physical Gold Trust ETV · Physical Gold Tr | 54,476 | $1.7M | 0.2% | Unchanged | 13F ↗ |
| 45 | CVX Chevron Corporation | 8,303 | $1.7M | 0.2% | -0.3% | 13F ↗ |
| 46 | CSCO Cisco Systems, Inc. | 15,531 | $1.7M | 0.2% | -0.1% | 13F ↗ |
| 47 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 21,494 | $1.7M | 0.2% | -1.8% | 13F ↗ |
| 48 | American Centy ETF Tr International Lr | 18,693 | $1.5M | 0.2% | -5.8% | 13F ↗ |
| 49 | GLD SPDR Gold Shares · Gold Shs | 3,818 | $1.5M | 0.2% | -16.0% | 13F ↗ |
| 50 | Schwab Strategic Tr Us Lcap Gr Etf | 40,075 | $1.4M | 0.2% | +1.2% | 13F ↗ |
Showing the top 50 of 137 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
10 new, 47 added to, 65 trimmed, 8 exited, 15 unchanged. By estimated dollars.
New positions (10)
| XOM ExxonMobil Holdings Corporation | 11,179 | New | $1.8M |
| Innovator Etfs Trust Etf | 43,313 | New | $1.2M |
| RTX RTX Corporation | 5,756 | New | $1.1M |
| Schwab Strategic Tr Uie | 15,195 | New | $383.5K |
| Innovator Etfs Trust Defined Wlt Shld | 10,342 | New | $361.5K |
| Innovator Etfs Trust Etf | 8,974 | New | $271.5K |
| Vanguard Bd Index Fds Total Bnd Mrkt | 3,572 | New | $250.6K |
| Vaneck ETF Trust Jp Mrgan Em Loc | 9,950 | New | $247.1K |
| Touchstone ETF Trust Strat Incom Etf | 8,917 | New | $219.3K |
| Invesco Exch Trd Slf Idx Fd Buletshs 2031 Cp | 11,617 | New | $183.2K |
Added to (47)
| STX Seagate Technology Holdings PLC | 1,094 | +245% | $716.7K |
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur | 64,488 | +21.1% | $576.8K |
| Uscf ETF Tr Mids Ene Inc Etf | 67,365 | +17.2% | $558.5K |
| Fidelity Merrimack Str Tr Total Bd Etf | 208,317 | +6.4% | $543.3K |
| TXN Texas Instruments Incorporated | 6,977 | +27.6% | $422.4K |
| Ea Series Trust Tbg Dividend Foc | 76,358 | +17.3% | $405.7K |
| Thornburg ETF Tr Etf | 44,802 | +46.0% | $347.0K |
| Innovator Etfs Trust U S Eq 10 Buffer | 53,064 | +17.2% | $268.7K |
| Invesco Actively Managed Exc Total Return | 110,184 | +5.6% | $258.9K |
| iShares Tr Bond Etf | 47,197 | +5.2% | $244.3K |
Trimmed (65)
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,465 | -99.6% | -$457.1M |
| Direxion Shares ETF Trust Etf | 60,783 | -65.5% | -$32.5M |
| iShares Tr Msci Emg Mkt Etf | 1,871 | -96.9% | -$3.9M |
| Vanguard Scottsdale Fds INT-TERM Corp | 258,777 | -6.7% | -$1.5M |
| J P Morgan Exchange Traded F Ultra Shrt Etf | 220,989 | -8.0% | -$961.6K |
| NVDA NVIDIA Corporation | 25,549 | -10.4% | -$674.0K |
| iShares Tr Ishares Semicdtr | 7,039 | -13.3% | -$613.0K |
| Dbx ETF Tr Xtrackrs S&P 500 | 48,122 | -10.9% | -$412.1K |
| iShares Tr Core S&P500 Etf | 782 | -37.3% | -$356.3K |
| GLD SPDR Gold Shares · Gold Shs | 3,818 | -16.0% | -$276.1K |
Exited (8)
| Exxon Mobil Corp | 10,901 | Exited | -$1.5M |
| Vaneck ETF Trust Gold Miners Etf | 9,859 | Exited | -$743.9K |
| TJX TJX Companies, Inc. | 4,377 | Exited | -$663.1K |
| MO Altria Group, Inc. | 2,947 | Exited | -$212.0K |
| iShares Tr Etf | 2,516 | Exited | -$206.6K |
| iShares Tr 0-5YR Hi Yl Cp | 4,764 | Exited | -$202.0K |
| iShares Tr S&P Mc 400GR Etf | 1,706 | Exited | -$200.5K |
| DBI Designer Brands Inc. | 11,625 | Exited | -$67.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 26, 2026 | 13F-HR | 141 | $759.1M | Current | SEC ↗ |
| Q2 2026 | Aug 6, 2026 | 13F-HR | 135 | $744.8M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 120 | $713.0M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 115 | $729.7M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 115 | $328.3M | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 108 | $257.7M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 108 | $600.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer