Holders — by stockHoldings — by fund
Insight Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001627003
$744.8M
disclosed book value
135
positions
60.3%
largest position share
Positions, as of 2026-06-30
top 100 of 135 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 601,827 | $449.4M | 60.3% |
| 2 | SPXLDIREXION SHARES ETF TRUST | 176,249 | $47.7M | 6.4% |
| 3 | VCITVANGUARD SCOTTSDALE FDS | 277,432 | $22.9M | 3.1% |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 240,079 | $12.1M | 1.6% |
| 5 | LQDISHARES TR | 106,526 | $11.6M | 1.6% |
| 6 | FFORD MTR CO | 647,831 | $9.0M | 1.2% |
| 7 | FBNDFIDELITY MERRIMACK STR TR | 195,769 | $8.9M | 1.2% |
| 8 | JBNDJ P MORGAN EXCHANGE TRADED F | 136,459 | $7.3M | 1% |
| 9 | UITBVICTORY PORTFOLIOS II | 152,068 | $7.1M | 1% |
| 10 | IEFISHARES TR | 68,061 | $6.4M | 0.9% |
| 11 | NVDANVIDIA CORPORATION | 28,500 | $5.7M | 0.8% |
| 12 | IGPRINCIPAL EXCHANGE TRADED FD | 256,849 | $5.3M | 0.7% |
| 13 | SOXXISHARES TR | 8,117 | $5.2M | 0.7% |
| 14 | TIPISHARES TR | 44,849 | $4.9M | 0.7% |
| 15 | GTOINVESCO ACTIVELY MANAGED EXC | 104,378 | $4.9M | 0.7% |
| 16 | HYGISHARES TR | 59,809 | $4.8M | 0.6% |
| 17 | FALNISHARES TR | 156,998 | $4.3M | 0.6% |
| 18 | EEMISHARES TR | 60,971 | $4.2M | 0.6% |
| 19 | IAUISHARES GOLD TR | 53,352 | $4.0M | 0.5% |
| 20 | SNPEDBX ETF TR | 54,015 | $3.7M | 0.5% |
| 21 | SNDKSANDISK CORP | 1,607 | $3.7M | 0.5% |
| 22 | UTWORBB FD INC | 73,213 | $3.5M | 0.5% |
| 23 | EMBISHARES TR | 36,230 | $3.5M | 0.5% |
| 24 | UMIUSCF ETF TR | 57,492 | $3.4M | 0.5% |
| 25 | AVGOBROADCOM INC | 8,666 | $3.3M | 0.4% |
| 26 | AAPLAPPLE INC | 10,293 | $3.0M | 0.4% |
| 27 | MUBISHARES TR | 25,935 | $2.8M | 0.4% |
| 28 | JPLDJ P MORGAN EXCHANGE TRADED F | 53,268 | $2.8M | 0.4% |
| 29 | AIRRFIRST TR EXCHANGE TRADED FD | 20,058 | $2.7M | 0.4% |
| 30 | LQDBISHARES TR | 30,240 | $2.6M | 0.4% |
| 31 | AMZNAMAZON COM INC | 10,828 | $2.6M | 0.3% |
| 32 | CMBSISHARES TR | 52,683 | $2.6M | 0.3% |
| 33 | AVUVAMERICAN CENTY ETF TR | 19,384 | $2.4M | 0.3% |
| 34 | BONDPIMCO ETF TR | 26,129 | $2.4M | 0.3% |
| 35 | TBGEA SERIES TRUST | 65,119 | $2.4M | 0.3% |
| 36 | AVDVAMERICAN CENTY ETF TR | 22,551 | $2.3M | 0.3% |
| 37 | BSMUINVESCO EXCH TRD SLF IDX FD | 103,724 | $2.3M | 0.3% |
| 38 | AAXJISHARES TR | 18,578 | $2.2M | 0.3% |
| 39 | TACKCAPITOL SER TR | 63,671 | $2.0M | 0.3% |
| 40 | DBEFDBX ETF TR | 34,329 | $1.9M | 0.3% |
| 41 | CSCOCISCO SYS INC | 15,539 | $1.8M | 0.2% |
| 42 | VRTVERTIV HOLDINGS CO | 5,206 | $1.7M | 0.2% |
| 43 | VCSHVANGUARD SCOTTSDALE FDS | 21,892 | $1.7M | 0.2% |
| 44 | GLDSPDR GOLD TR | 4,543 | $1.7M | 0.2% |
| 45 | FANGDIAMONDBACK ENERGY INC | 9,472 | $1.7M | 0.2% |
| 46 | PHYSSPROTT ASSET MANAGEMENT LP | 54,476 | $1.6M | 0.2% |
| 47 | TXNTEXAS INSTRS INC | 5,469 | $1.6M | 0.2% |
| 48 | AVIVAMERICAN CENTY ETF TR | 19,843 | $1.5M | 0.2% |
| 49 | ZALTINNOVATOR ETFS TRUST | 45,284 | $1.5M | 0.2% |
| 50 | EXMOCEXXON MOBIL CORP | 10,901 | $1.5M | 0.2% |
| 51 | CVXCHEVRON CORPORATION | 8,330 | $1.4M | 0.2% |
| 52 | SCHGSCHWAB STRATEGIC TR | 39,603 | $1.3M | 0.2% |
| 53 | GOOGLALPHABET INC | 3,434 | $1.2M | 0.2% |
| 54 | SCHDSCHWAB STRATEGIC TR | 36,710 | $1.2M | 0.2% |
| 55 | COWZPACER FDS TR | 18,536 | $1.2M | 0.2% |
| 56 | TSLATESLA INC | 2,605 | $1.1M | 0.1% |
| 57 | IFRAISHARES TR | 16,453 | $1.0M | 0.1% |
| 58 | SPUUDIREXION SHARES ETF TRUST | 4,676 | $1.0M | 0.1% |
| 59 | VBNDETF SER SOLUTIONS | 22,653 | $988,338 | 0.1% |
| 60 | ZJANINNOVATOR ETFS TRUST | 34,836 | $975,220 | 0.1% |
| 61 | PULSPGIM ETF TR | 18,974 | $940,162 | 0.1% |
| 62 | OPERETF SER SOLUTIONS | 9,385 | $939,204 | 0.1% |
| 63 | IVVISHARES TR | 1,247 | $934,003 | 0.1% |
| 64 | BSCSINVESCO EXCH TRD SLF IDX FD | 44,927 | $914,939 | 0.1% |
| 65 | JPMJPMORGAN CHASE & CO | 2,785 | $911,755 | 0.1% |
| 66 | PCARPACCAR INC | 7,564 | $908,588 | 0.1% |
| 67 | MSFTMICROSOFT CORP | 2,320 | $865,504 | 0.1% |
| 68 | WEAWESTERN ASSET PREMIER BD FD | 79,951 | $851,480 | 0.1% |
| 69 | XLVSELECT SECTOR SPDR TR | 5,101 | $809,271 | 0.1% |
| 70 | VMIVALMONT INDS INC | 1,387 | $801,131 | 0.1% |
| 71 | TMBTHORNBURG ETF TR | 30,679 | $777,713 | 0.1% |
| 72 | GDXVANECK ETF TRUST | 9,859 | $743,855 | 0.1% |
| 73 | AVLVAMERICAN CENTY ETF TR | 8,038 | $733,184 | 0.1% |
| 74 | TJXTJX COS INC NEW | 4,377 | $663,116 | 0.1% |
| 75 | IUSBISHARES TR | 13,747 | $634,411 | 0.1% |
| 76 | SHVISHARES TR | 5,616 | $619,726 | 0.1% |
| 77 | CALYCALLAWAY GOLF CO | 32,511 | $610,882 | 0.1% |
| 78 | DUKDUKE ENERGY CORP NEW | 4,813 | $609,230 | 0.1% |
| 79 | PJANINNOVATOR ETFS TRUST | 12,163 | $601,947 | 0.1% |
| 80 | BSCRINVESCO EXCH TRD SLF IDX FD | 29,533 | $579,290 | 0.1% |
| 81 | PLTRPALANTIR TECHNOLOGIES INC | 4,837 | $564,333 | 0.1% |
| 82 | METAMETA PLATFORMS INC | 979 | $551,504 | 0.1% |
| 83 | BSCTINVESCO EXCH TRD SLF IDX FD | 29,677 | $551,250 | 0.1% |
| 84 | DELLDELL TECHNOLOGIES INC | 1,249 | $538,894 | 0.1% |
| 85 | ABBVABBVIE INC | 2,038 | $512,842 | 0.1% |
| 86 | ECLECOLAB INC | 1,587 | $442,154 | 0.1% |
| 87 | AMDADVANCED MICRO DEVICES INC | 751 | $436,263 | 0.1% |
| 88 | CATCATERPILLAR INC | 403 | $429,155 | 0.1% |
| 89 | AGGISHARES TR | 4,315 | $427,099 | 0.1% |
| 90 | AOAISHARES TR | 4,320 | $421,643 | 0.1% |
| 91 | EVREVERCORE INC | 1,223 | $417,581 | 0.1% |
| 92 | DGROISHARES TR | 5,292 | $401,081 | 0.1% |
| 93 | MIRMMIRUM PHARMACEUTICALS INC | 3,374 | $394,994 | 0.1% |
| 94 | AOKISHARES TR | 9,401 | $389,953 | 0.1% |
| 95 | PVALPUTNAM ETF TRUST | 7,411 | $377,565 | 0.1% |
| 96 | XARSPDR SERIES TRUST | 1,305 | $370,244 | 0% |
| 97 | GOOGALPHABET INC | 1,037 | $366,560 | 0% |
| 98 | VIDIETF SER SOLUTIONS | 9,174 | $357,878 | 0% |
| 99 | MUMICRON TECHNOLOGY INC | 310 | $357,830 | 0% |
| 100 | ENBENBRIDGE INC | 6,542 | $354,642 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.