Insight Wealth Partners, LLC
Insight Wealth Partners, LLC reported 137 US-listed holdings worth $254.4 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: Vanguard Intermediate-Term Corp. (8.0%), Direxion Daily S&P 500 Bull 3X Shares (6.7%) and JP Morgan Ultra Short Income Et (4.4%). Against the quarter before, it opened 10 positions, added to 46, trimmed 64 and sold out of 8.
Reported holdings$254.4M-65.8% on Q2 2026
Positions137+2 on Q2 2026
The largest ten40.3%of its reported holdings
Latest 13FQ3 2026filed 26 October 2026
Added toHeldTrimmed
The 14 largest of its 137 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +17.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 10Added 46Held 17Trimmed 64Sold out 8
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 10
- ExxonMobil Holdings Corp. XOM$1.8 million
- Innovator Etfs Trust ZAUG$1.2 million
- RTX Corp. RTX$1.1 million
- Schwab Strategic Trust SCYB$383,515
- Innovator Etfs Trust BALT$361,453
- Innovator Etfs Trust ZJUL$271,499
- Vanguard Total Bond Market ETF BND$250,564
- Vaneck ETF Trust EMLC$247,071
and 2 more in the table below
Added to 46
- Seagate Technology Holdings plc STX+777 shares · +245%
- J P Morgan Exchange Traded F JPLD+11,220 shares · +21%
- Uscf ETF Trust UMI+9,873 shares · +17%
- Fidelity Merrimack STR Trust FBND+12,548 shares · +6%
- Texas Instruments Inc. TXN+1,508 shares · +28%
- Ea Series Trust TBG+11,239 shares · +17%
- Thornburg ETF Trust TMB+14,123 shares · +46%
- Innovator U.s. Equity 10 Buffer ETF - Quarterly ZALT+7,780 shares · +17%
and 38 more in the table below
Trimmed 64
- SPDR S&P 500 SPY-599,362 shares · -100%
- Direxion Daily S&P 500 Bull 3X Shares SPXL-115,466 shares · -66%
- iShares Trust EEM-59,100 shares · -97%
- Vanguard Intermediate-Term Corp. VCIT-18,655 shares · -7%
- JP Morgan Ultra Short Income Et JPST-19,090 shares · -8%
- NVIDIA Corp. NVDA-2,951 shares · -10%
- iShares Trust SOXX-1,078 shares · -13%
- DBX ETF Trust SNPE-5,893 shares · -11%
and 56 more in the table below
Sold out of 8
- ExxonMobil Holdings Corp. XOM$1.5 million last quarter
- Vaneck ETF Trust GDX$743,855 last quarter
- TJX Companies Inc. TJX$663,116 last quarter
- Altria Group, Inc. MO$212,037 last quarter
- iShares Trust SHY$206,589 last quarter
- iShares Trust SHYG$202,028 last quarter
- iShares Trust IJK$200,455 last quarter
- Designer Brands Inc. DBI$67,774 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Vanguard Intermediate-Term Corp. VCIT | 258.8K | $20.3 million | 7.97% | -18.7K |
| Direxion Daily S&P 500 Bull 3X Shares SPXL | 60.8K | $17.1 million | 6.72% | -115.5K |
| JP Morgan Ultra Short Income Et JPST | 221.0K | $11.1 million | 4.38% | -19.1K |
| iShares Trust LQD | 108.8K | $11.1 million | 4.37% | +2.3K |
| Fidelity Merrimack STR Trust FBND | 208.3K | $9.0 million | 3.55% | +12.5K |
| Ford Motor Co. F | 648.2K | $7.8 million | 3.07% | +399 |
| J P Morgan Exchange Traded F JBND | 140.8K | $7.2 million | 2.83% | +4.3K |
| Victory Portfolios II UITB | 156.9K | $7.0 million | 2.75% | +4.9K |
| iShares Trust IEF | 66.8K | $6.0 million | 2.35% | -1.2K |
| NVIDIA Corp. NVDA | 25.5K | $5.8 million | 2.29% | -3.0K |
| Invesco Actively Managed Exc GTO | 110.2K | $4.9 million | 1.93% | +5.8K |
| iShares Barclays Tips Bond TIP | 47.2K | $4.9 million | 1.93% | +2.3K |
| Principal Investment Grade Corporate Active ETF IG | 250.6K | $4.9 million | 1.93% | -6.3K |
| iShares Trust HYG | 59.5K | $4.6 million | 1.81% | -293 |
| iShares ETFs FALN | 166.2K | $4.3 million | 1.69% | +9.2K |
| iShares Gold Trust IAU | 53.0K | $4.1 million | 1.63% | -345 |
| iShares Trust SOXX | 7.0K | $4.0 million | 1.57% | -1.1K |
| Uscf ETF Trust UMI | 67.4K | $3.8 million | 1.50% | +9.9K |
| RBB FD Inc. UTWO | 73.4K | $3.5 million | 1.37% | +189 |
| DBX ETF Trust SNPE | 48.1K | $3.4 million | 1.32% | -5.9K |
| J P Morgan Exchange Traded F JPLD | 64.5K | $3.3 million | 1.30% | +11.2K |
| iShares Trust EMB | 35.9K | $3.3 million | 1.28% | -368 |
| Apple Inc. AAPL | 9.6K | $3.2 million | 1.26% | -677 |
| Broadcom Inc. AVGO | 8.1K | $2.9 million | 1.12% | -533 |
| Ea Series Trust TBG | 76.4K | $2.8 million | 1.08% | +11.2K |
| Sandisk Corp. SNDK | 1.5K | $2.6 million | 1.04% | -84 |
| Amazon.com Inc. AMZN | 10.6K | $2.6 million | 1.04% | -221 |
| iShares Trust MUB | 26.1K | $2.6 million | 1.04% | +156 |
| iShares Trust CMBS | 54.8K | $2.6 million | 1.02% | +2.1K |
| iShares Trust LQDB | 29.2K | $2.4 million | 0.95% | -999 |
| PIMCO ETF Trust BOND | 27.3K | $2.4 million | 0.93% | +1.2K |
| iShares Trust AAXJ | 19.3K | $2.2 million | 0.88% | +727 |
| American Century ETF Trust AVDV | 20.3K | $2.2 million | 0.87% | -2.2K |
| Invesco Exch TRD SLF Idx FD BSMU | 102.4K | $2.1 million | 0.84% | -1.3K |
| American Centy ETF Trust AVUV | 17.7K | $2.1 million | 0.82% | -1.7K |
| Capitol Ser Trust TACK | 64.9K | $2.0 million | 0.80% | +1.2K |
| Texas Instruments Inc. TXN | 7.0K | $2.0 million | 0.77% | +1.5K |
| SPDR S&P 500 SPY | 2.5K | $1.9 million | 0.74% | -599.4K |
| Innovator U.s. Equity 10 Buffer ETF - Quarterly ZALT | 53.1K | $1.8 million | 0.72% | +7.8K |
| ExxonMobil Holdings Corp. XOM | 11.2K | $1.8 million | 0.72% | new |
| First Trust Exchange-Traded FD AIRR | 17.6K | $1.8 million | 0.71% | -2.4K |
| DBX ETF Trust DBEF | 32.4K | $1.8 million | 0.70% | -1.9K |
| Diamondback Energy, Inc. FANG | 9.5K | $1.7 million | 0.68% | no change |
| Sprott Asset Management LP PHYS | 54.5K | $1.7 million | 0.67% | no change |
| Chevron Corp. CVX | 8.3K | $1.7 million | 0.67% | -27 |
| Cisco Systems, Inc. CSCO | 15.5K | $1.7 million | 0.66% | -8 |
| Vanguard Short-Term Corp. BD Idx VCSH | 21.5K | $1.7 million | 0.65% | -398 |
| American Centy ETF Trust AVIV | 18.7K | $1.5 million | 0.59% | -1.1K |
| SPDR Gold Trust GLD | 3.8K | $1.5 million | 0.57% | -725 |
| Schwab Strategic Trust SCHG | 40.1K | $1.4 million | 0.57% | +472 |
| Schwab Strategic Trust SCHD | 37.8K | $1.2 million | 0.48% | +1.1K |
| Innovator Etfs Trust ZAUG | 43.3K | $1.2 million | 0.47% | new |
| Pacer FDS Trust COWZ | 18.0K | $1.2 million | 0.47% | -568 |
| Microsoft Corp. MSFT | 2.2K | $1.1 million | 0.45% | -89 |
| Thornburg ETF Trust TMB | 44.8K | $1.1 million | 0.43% | +14.1K |
| RTX Corp. RTX | 5.8K | $1.1 million | 0.42% | new |
| Vertiv Holdings Co. VRT | 4.3K | $1.0 million | 0.41% | -922 |
| Alphabet Inc. GOOGL | 3.0K | $1.0 million | 0.40% | -459 |
| Seagate Technology Holdings plc STX | 1.1K | $1.0 million | 0.40% | +777 |
| Direxion SHS ETF Trust SPUU | 4.5K | $1.0 million | 0.39% | -150 |
| Innovator Edp ETF - 1Y Jan ZJAN | 34.8K | $990,367 | 0.39% | no change |
| ETF Ser Solutions OPER | 9.8K | $984,484 | 0.39% | +450 |
| Pgim ETF Trust PULS | 19.2K | $948,346 | 0.37% | +200 |
| Invesco Exch TRD SLF Idx FD BSCS | 45.5K | $916,392 | 0.36% | +608 |
| ETF Ser Solutions VBND | 21.7K | $900,231 | 0.35% | -982 |
| Select Sector SPDR Trust XLV | 5.2K | $868,003 | 0.34% | +53 |
| iShares ETFs IFRA | 15.6K | $857,882 | 0.34% | -864 |
| Tesla, Inc. TSLA | 2.4K | $849,415 | 0.33% | -211 |
| Palantir Technologies Inc. PLTR | 4.5K | $834,991 | 0.33% | -373 |
| Paccar Inc. PCAR | 7.6K | $830,603 | 0.33% | no change |
| JPMorgan Chase & Co. JPM | 2.5K | $822,738 | 0.32% | -298 |
| Western Asset Premier BD FD WEA | 80.5K | $801,472 | 0.32% | +518 |
| Dell Technologies Inc. DELL | 1.3K | $703,639 | 0.28% | +59 |
| American Centy ETF Trust AVLV | 7.6K | $687,304 | 0.27% | -438 |
| iShares Core Total USD Bond Market ETF IUSB | 14.7K | $647,670 | 0.25% | +943 |
| Innovator Etfs Trust PJAN | 12.2K | $616,907 | 0.24% | no change |
| iShares Core S&P 500 ETF IVV | 782 | $599,119 | 0.24% | -465 |
| Invesco ETFs BSCR | 30.2K | $589,360 | 0.23% | +621 |
| Invesco Exch TRD SLF Idx FD BSCT | 31.2K | $567,494 | 0.22% | +1.5K |
| Meta Platforms, Inc. META | 778 | $564,256 | 0.22% | -201 |
| Duke Energy Corp. DUK | 4.8K | $543,030 | 0.21% | -50 |
| AbbVie Inc. ABBV | 2.0K | $536,012 | 0.21% | +11 |
| Innovator Etfs Trust ZSEP | 17.6K | $489,733 | 0.19% | +7.2K |
| Valmont Industries Inc. VMI | 973 | $450,480 | 0.18% | -414 |
| iShares SHV | 3.9K | $434,771 | 0.17% | -1.7K |
| iShares Trust AOA | 4.4K | $432,777 | 0.17% | +129 |
| Hewlett Packard Enterprise Co. HPE | 6.6K | $423,846 | 0.17% | no change |
| Teekay Tankers Ltd - US TNK | 4.3K | $421,046 | 0.17% | +365 |
| Ecolab Inc. ECL | 1.5K | $409,124 | 0.16% | -97 |
| iShares Core Conservative Allocation ETF AOK | 9.9K | $398,702 | 0.16% | +485 |
| iShares Core Dividend Growth DGRO | 5.3K | $397,531 | 0.16% | -19 |
| ConocoPhillips COP | 3.1K | $385,201 | 0.15% | +28 |
| Schwab Strategic Trust SCYB | 15.2K | $383,515 | 0.15% | new |
| Callaway Golf Co. CALY | 27.2K | $382,896 | 0.15% | -5.3K |
| iShares Trust AGG | 3.9K | $365,303 | 0.14% | -451 |
| Invesco Exch TRD SLF Idx FD BSCU | 22.6K | $364,264 | 0.14% | +3.8K |
| ETF Ser Solutions VIDI | 9.2K | $364,175 | 0.14% | +23 |
| Innovator Etfs Trust BALT | 10.3K | $361,453 | 0.14% | new |
| Alphabet Inc. GOOG | 1.0K | $348,461 | 0.14% | -14 |
| Deere & Co. DE | 515 | $345,848 | 0.14% | +47 |
| Micron Technology Inc. MU | 320 | $340,835 | 0.13% | +10 |
| Intr Eqt Def Pro ETF - 1 Y A ZAPR | 12.3K | $331,829 | 0.13% | -41 |
| Enterprise Products Partners LP EPD | 8.9K | $316,751 | 0.12% | +750 |
| Evercore Inc. EVR | 1.2K | $312,348 | 0.12% | -10 |
| Coca-Cola Co. KO | 3.6K | $305,782 | 0.12% | -84 |
| Enbridge Inc ENB | 6.5K | $304,138 | 0.12% | no change |
| Invesco Exch TRD SLF Idx FD BSCQ | 15.2K | $297,582 | 0.12% | -1.7K |
| Advanced Micro Devices Inc. AMD | 474 | $289,974 | 0.11% | -277 |
| Invesco Bulletshares 2026 High Yield Corp. Bond ETF BSJQ | 12.7K | $289,900 | 0.11% | no change |
| iShares Trust IGSB | 5.6K | $288,374 | 0.11% | +557 |
| PepsiCo Inc. PEP | 2.3K | $286,514 | 0.11% | -20 |
| Putnam ETF Trust PVAL | 5.4K | $285,391 | 0.11% | -2.0K |
| Innovator Etfs Trust ZFEB | 10.5K | $276,594 | 0.11% | no change |
| Invesco Bulletshares 2027 High Yield Corporate Bond ETF BSJR | 12.5K | $275,252 | 0.11% | +2.0K |
| Mirum Pharmaceuticals Inc. MIRM | 3.2K | $274,647 | 0.11% | -161 |
| Innovator Etfs Trust ZJUL | 9.0K | $271,499 | 0.11% | new |
| Caterpillar Inc. CAT | 330 | $267,561 | 0.11% | -73 |
| Palo Alto Networks Inc. PANW | 639 | $253,881 | 0.10% | -160 |
| Costco Wholesale Corp. COST | 278 | $253,075 | 0.10% | -9 |
| Vanguard Total Bond Market ETF BND | 3.6K | $250,564 | 0.10% | new |
| W. P. Carey Inc. WPC | 3.9K | $250,118 | 0.10% | -8 |
| Vaneck ETF Trust EMLC | 9.9K | $247,071 | 0.10% | new |
| iShares Russell 2000 ETF IWM | 885 | $245,933 | 0.10% | no change |
| Citigroup Inc. C | 1.8K | $237,855 | 0.09% | -654 |
| Virtuix Holdings Inc. VTIX | 193.2K | $237,643 | 0.09% | +144.9K |
| iShares Trust AOR | 3.5K | $236,942 | 0.09% | +88 |
| Eli Lilly & Co. LLY | 199 | $230,539 | 0.09% | -56 |
| Camtek Ltd CAMT | 1.4K | $222,318 | 0.09% | -479 |
| SPDR Ser Trust XAR | 959 | $221,846 | 0.09% | -346 |
| Touchstone ETF Trust SIO | 8.9K | $219,264 | 0.09% | new |
| iShares Trust ACWX | 2.8K | $210,526 | 0.08% | no change |
| Colgate-Palmolive Co. CL | 2.4K | $208,095 | 0.08% | no change |
| iShares Trust PFF | 7.0K | $207,533 | 0.08% | no change |
| Texas Pacific Land Corp. TPL | 629 | $204,947 | 0.08% | no change |
| Invesco Exch TRD SLF Idx FD BSCV | 11.6K | $183,200 | 0.07% | new |
| iShares Trust EEM | 1.9K | $124,964 | 0.05% | -59.1K |
| Unisys Corp. UIS | 32.9K | $75,904 | 0.03% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| SPDR S&P 500 SPY | Calls | 602.5K | $459.5 million |
| Direxion Daily S&P 500 Bull 3X Shares SPXL | Calls | 146.8K | $41.3 million |
| iShares Trust EEM | Calls | 58.6K | $3.9 million |
| Alphabet Inc. GOOGL | Calls | 100 | $34,408 |
4 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.