Q1 2026 · 13F-HR
Insight Wealth Partners, LLCholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001843
$713.0M
Reported value
120
Positions
2026-03-31
Period end
The Brief · Insight Wealth Partners, LLC · Q1 2026
AI · grounded in 13F
Insight Wealth Partners, LLC established a new position in UTWO valued at $2.84M. The fund also opened new stakes in SNDK for $1.02M and AAXJ for $954,571. On the sell side, the manager closed positions in CVNA and RKLB, while reducing its holding in IAU by 42.53%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $465.2M | 65.2% | 715,300 | CALL | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $22.6M | 3.17% | 272,811 | Common | NONE |
| 25459W862 | SPXL | DIREXION SHARES ETF TRUST | $17.9M | 2.50% | 96,589 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $15.2M | 2.14% | 139,708 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $14.0M | 1.96% | 276,178 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $11.5M | 1.62% | 252,939 | Common | NONE |
| 464287440 | IEF | ISHARES TR | $6.9M | 0.97% | 72,511 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $6.7M | 0.94% | 60,632 | Common | NONE |
| 46090A804 | GTO | INVESCO ACTIVELY MANAGED EXC | $6.6M | 0.93% | 141,670 | Common | NONE |
| 46654Q716 | JBND | J P MORGAN EXCHANGE TRADED F | $6.6M | 0.92% | 122,574 | Common | NONE |
| 92647N527 | UITB | VICTORY PORTFOLIOS II | $6.4M | 0.90% | 136,412 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $5.8M | 0.81% | 72,531 | Common | NONE |
| 46435G474 | FALN | ISHARES TR | $4.9M | 0.69% | 184,138 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.9M | 0.68% | 27,813 | Common | NONE |
| 74255Y821 | IG | PRINCIPAL EXCHANGE TRADED FD | $4.7M | 0.66% | 226,628 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $4.7M | 0.65% | 52,747 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $4.4M | 0.62% | 47,021 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $3.6M | 0.50% | 33,579 | Common | NONE |
| 46429B366 | CMBS | ISHARES TR | $3.5M | 0.48% | 70,853 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $3.4M | 0.47% | 36,315 | Common | NONE |
| 90290T882 | UMI | USCF ETF TR | $3.1M | 0.43% | 52,766 | Common | NONE |
| 233051143 | SNPE | DBX ETF TR | $3.0M | 0.43% | 51,197 | Common | NONE |
| 74933W486 | UTWO | RBB FD INC | $2.8M | 0.40% | 58,908 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $2.6M | 0.36% | 7,828 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.5M | 0.35% | 9,761 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.4M | 0.33% | 7,712 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 0.33% | 29,386 | Common | NONE |
| 46436E494 | LQDB | ISHARES TR | $2.3M | 0.33% | 26,941 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.3M | 0.32% | 10,880 | Common | NONE |
| 46138J445 | BSMU | INVESCO EXCH TRD SLF IDX FD | $2.3M | 0.32% | 103,724 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 0.31% | 22,271 | Common | NONE |
| 02072L375 | TBG | EA SERIES TRUST | $2.1M | 0.30% | 60,510 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $2.0M | 0.28% | 18,324 | Common | NONE |
| 33738R704 | AIRR | FIRST TR EXCHANGE TRADED FD | $1.9M | 0.27% | 17,529 | Common | NONE |
| 85207H104 | PHYS | SPROTT ASSET MANAGEMENT LP | $1.9M | 0.27% | 54,476 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $1.9M | 0.27% | 4,482 | Common | NONE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $1.9M | 0.26% | 9,471 | Common | NONE |
| 14064D550 | TACK | CAPITOL SER TR | $1.9M | 0.26% | 61,583 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $1.7M | 0.24% | 2,605 | Common | NONE |
| 45783Y442 | ZALT | INNOVATOR ETFS TRUST | $1.6M | 0.22% | 49,328 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.6M | 0.22% | 9,416 | Common | NONE |
| 69374H881 | COWZ | PACER FDS TR | $1.5M | 0.21% | 24,186 | Common | NONE |
| 233051200 | DBEF | DBX ETF TR | $1.4M | 0.20% | 28,222 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.3M | 0.18% | 5,260 | Common | NONE |
| 025072364 | AVIV | AMERICAN CENTY ETF TR | $1.2M | 0.17% | 16,560 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.2M | 0.17% | 15,839 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $1.2M | 0.16% | 39,683 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.1M | 0.16% | 37,217 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $1.1M | 0.16% | 5,757 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.1M | 0.15% | 5,687 | Common | NONE |
| 80004C200 | SNDK | SANDISK CORP | $1.0M | 0.14% | 1,600 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $999,600 | 0.14% | 3,476 | Common | NONE |
| 26922A453 | OPER | ETF SER SOLUTIONS | $999,399 | 0.14% | 9,986 | Common | NONE |
| 69344A107 | PULS | PGIM ETF TR | $971,784 | 0.14% | 19,632 | Common | NONE |
| 464288182 | AAXJ | ISHARES TR | $954,571 | 0.13% | 9,914 | Common | NONE |
| 45784N817 | ZJAN | INNOVATOR ETFS TRUST | $949,629 | 0.13% | 34,836 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $942,386 | 0.13% | 2,535 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $933,588 | 0.13% | 20,212 | Common | NONE |
| 013872106 | AA | ALCOA CORP | $927,360 | 0.13% | 13,981 | Common | NONE |
| 957664105 | WEA | WESTERN ASSET PREMIER BD FD | $915,957 | 0.13% | 86,574 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $900,163 | 0.13% | 9,809 | Common | NONE |
| 26922A602 | VBND | ETF SER SOLUTIONS | $885,085 | 0.12% | 20,400 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $883,581 | 0.12% | 43,264 | Common | NONE |
| 693718108 | PCAR | PACCAR INC | $873,642 | 0.12% | 7,564 | Common | NONE |
| 46435U713 | IFRA | ISHARES TR | $871,239 | 0.12% | 15,231 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $861,449 | 0.12% | 2,327 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $851,321 | 0.12% | 2,894 | Common | NONE |
| 46438G570 | TOPT | ISHARES TR | $786,163 | 0.11% | 27,469 | Common | NONE |
| 25459Y165 | SPUU | DIREXION SHARES ETF TRUST | $783,759 | 0.11% | 4,740 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $732,413 | 0.10% | 4,996 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $710,189 | 0.10% | 4,855 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $709,547 | 0.10% | 4,443 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $705,467 | 0.10% | 1,080 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $623,083 | 0.09% | 1,089 | Common | NONE |
| 45782C508 | PJAN | INNOVATOR ETFS TRUST | $593,509 | 0.08% | 12,866 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $584,609 | 0.08% | 29,789 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $580,762 | 0.08% | 5,261 | Common | NONE |
| 345370860 | F | FORD MTR CO | $546,242 | 0.08% | 47,335 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $541,333 | 0.08% | 2,489 | Common | NONE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $538,819 | 0.08% | 28,875 | Common | NONE |
| 931142103 | WMT | WALMART INC | $481,585 | 0.07% | 3,875 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $463,392 | 0.06% | 4,668 | Common | NONE |
| 131193104 | CALY | CALLAWAY GOLF CO | $452,932 | 0.06% | 32,632 | Common | NONE |
| 278865100 | ECL | ECOLAB INC | $447,978 | 0.06% | 1,684 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $431,654 | 0.06% | 2,086 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $398,679 | 0.06% | 3,020 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $388,025 | 0.05% | 5,529 | Common | NONE |
| 464289883 | AOK | ISHARES TR | $375,006 | 0.05% | 9,401 | Common | NONE |
| 29977A105 | EVR | EVERCORE INC | $374,332 | 0.05% | 1,254 | Common | NONE |
| 25459W862 | SPXL | DIREXION SHARES ETF TRUST | $369,780 | 0.05% | 2,000 | CALL | NONE |
| 713448108 | PEP | PEPSICO INC | $351,266 | 0.05% | 2,262 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $349,001 | 0.05% | 17,870 | Common | NONE |
| 464289859 | AOA | ISHARES TR | $329,732 | 0.05% | 3,726 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $327,127 | 0.05% | 8,645 | Common | NONE |
| 92835U101 | VTIX | VIRTUIX HOLDINGS INC. | $326,977 | 0.05% | 48,298 | Common | NONE |
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $298,498 | 0.04% | 629 | Common | NONE |
| 46138J635 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $296,316 | 0.04% | 12,786 | Common | NONE |
| G8726X106 | TNK | TEEKAY TANKERS LTD | $295,186 | 0.04% | 4,026 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $282,688 | 0.04% | 307 | Common | NONE |
| 45784N106 | ZSEP | INNOVATOR ETFS TRUST | $280,153 | 0.04% | 10,484 | Common | NONE |
| 46138J460 | BSCU | INVESCO EXCH TRD SLF IDX FD | $269,462 | 0.04% | 16,117 | Common | NONE |
| 45784N775 | ZFEB | INNOVATOR ETFS TRUST | $266,265 | 0.04% | 10,487 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $265,901 | 0.04% | 5,059 | Common | NONE |
| 244199105 | DE | DEERE & CO | $263,624 | 0.04% | 468 | Common | NONE |
| 92936U109 | WPC | WP CAREY INC | $263,549 | 0.04% | 3,878 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $262,541 | 0.04% | 3,452 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $262,061 | 0.04% | 263 | Common | NONE |
| 055622104 | BP | BP PLC | $261,602 | 0.04% | 5,566 | Common | NONE |
| 78464A631 | XAR | SPDR SERIES TRUST | $259,153 | 0.04% | 1,020 | Common | NONE |
| 46138J585 | BSJR | INVESCO EXCH TRD SLF IDX FD | $250,399 | 0.04% | 11,196 | Common | NONE |
| 26922A404 | VIDI | ETF SER SOLUTIONS | $225,317 | 0.03% | 6,238 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $219,480 | 0.03% | 885 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $217,737 | 0.03% | 2,637 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $217,050 | 0.03% | 5,130 | Common | NONE |
| 464289867 | AOR | ISHARES TR | $216,860 | 0.03% | 3,370 | Common | NONE |
| 464288687 | PFF | ISHARES TR | $213,301 | 0.03% | 7,035 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $208,072 | 0.03% | 725 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $207,876 | 0.03% | 2,439 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $203,038 | 0.03% | 240 | Common | NONE |
| 909214306 | UIS | UNISYS CORP | $68,018 | 0.01% | 32,859 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.