Insight Wealth Partners, LLC

CIK

1627003

Location

Plano, TX

Portfolio Value

Small $512,822,788

Diversification

Highly concentrated

Filing Date

Global Rank

#2,741 / 8,517 ▼ 86

Top Industry

Semiconductors 19.8%

3Y Alpha vs SPY

+61.1%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Not a measure of this manager's performance. Most of Insight Wealth Partners, LLC's reported book is option positions, which a stock-only clone cannot replicate. The figures below are the return of the 18% that is ordinary stock — as little as 7% in one quarter — so a manager whose options thesis lost money can still show a large gain here.

Cloned portfolio

+503.3%

SPY

+75.3%

Annualised alpha

+61.5%

Max drawdown

−15.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 18% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

87.6%

−3.2 pts

Top 5

92.0%

−1.6 pts

Top 10

94.4%

−1.1 pts

HHI

7,688

Highly concentrated−570

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.7%	$455,128,507	3
Technology	4.5%	$23,283,420	17
Consumer Cyclical	2.7%	$14,023,027	6
Energy	1.2%	$6,040,284	8
Industrials	0.8%	$4,178,810	5
Financial Services	0.8%	$4,172,853	5
Communication Services	0.4%	$2,145,071	2
Consumer Defensive	0.3%	$1,308,466	5
Healthcare	0.2%	$1,213,690	3
Utilities	0.1%	$609,229	1
Basic Materials	0.1%	$442,154	1
Real Estate	0.1%	$277,277	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+600,496	647,831	$9,004,850
CVX	Chevron Corp	+6,244	8,330	$1,380,780
XOM	ExxonMobil Holdings Corp	+1,485	10,901	$1,490,384
AVGO	Broadcom Inc.	+954	8,666	$3,273,581
NVDA	Nvidia Corp	+687	28,500	$5,702,565
IAU	Ishares Gold Trust	+605	53,352	$4,028,609
AAPL	Apple Inc.	+532	10,293	$2,978,382
GOOGL	Alphabet Inc.	+270	4,471	$1,593,611
KO	Coca Cola Co	+184	3,636	$295,497
TSLA	Tesla, Inc.	+70	2,605	$1,095,663
GLD	Spdr Gold Trust	+61	4,543	$1,673,550
COP	Conocophillips	+30	3,050	$317,078
COST	Costco Wholesale Corp /New	+24	287	$268,479
PEP	Pepsico Inc	+19	2,281	$308,847
SNDK	Sandisk Corp	+7	1,607	$3,653,884
FANG	Diamondback Energy, Inc.	+1	9,472	$1,664,988
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−116,078	601,827	$449,426,348
WEA	Western Asset Premier Bond Fund	−6,623	79,951	$851,478
EPD	Enterprise Products Partners L.P.	−500	8,145	$299,410
ABBV	AbbVie Inc.	−451	2,038	$512,842
CSCO	Cisco Systems, Inc.	−300	15,539	$1,825,210
TXN	Texas Instruments Inc	−218	5,469	$1,630,144
CALY	Callaway Golf Co	−121	32,511	$610,881
META	Meta Platforms, Inc.	−110	979	$551,460
JPM	Jpmorgan Chase & Co	−109	2,785	$911,614
ECL	Ecolab Inc.	−97	1,587	$442,154
TJX	Tjx Companies Inc /De/	−66	4,377	$663,115
VRT	Vertiv Holdings Co	−54	5,206	$1,743,072
TNK	Teekay Tankers Ltd.	−53	3,973	$257,728
LLY	ELI LILLY & Co	−52	255	$305,854
AMZN	Amazon Com Inc	−52	10,828	$2,580,745
EVR	Evercore Inc.	−31	1,223	$417,581
PLTR	Palantir Technologies Inc.	−18	4,837	$564,332
MSFT	Microsoft Corp	−7	2,320	$865,406
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
VMI	Valmont Industries Inc	1,387	$801,131
DUK	Duke Energy CORP	4,813	$609,229
DELL	Dell Technologies Inc.	1,249	$538,893
AMD	Advanced Micro Devices Inc	751	$436,263
CAT	Caterpillar Inc	403	$429,154
MIRM	Mirum Pharmaceuticals, Inc.	3,374	$394,994
MU	Micron Technology Inc	310	$357,829
ENB	Enbridge Inc	6,542	$354,641
C	Citigroup Inc	2,491	$348,640
CAMT	Camtek Ltd	1,911	$311,722
STX	Seagate Technology Holdings plc	317	$305,905
HPE	Hewlett Packard Enterprise Co	6,634	$299,259
PANW	Palo Alto Networks Inc	799	$272,474
MO	Altria Group, Inc.	2,947	$212,036
DBI	Designer Brands Inc.	11,625	$67,773
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	5,757	$1,110,525
AAXJ	iShares MSCI All Country Asia ex Japan ETF	9,914	$954,619
AA	Alcoa Corp	13,981	$927,359
WMT	Walmart Inc.	3,875	$481,585
AOA	iShares Core 80/20 Aggressive Allocation ETF	3,726	$329,713
BP	Bp PLC	5,566	$261,602
GS	Goldman Sachs Group Inc	240	$203,037
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $512,822,788 total · filing declares 135 positions · $744,805,285 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	601,827	-116,078	$449,426,348	−3.7%	87.64%
F	Ford Motor Co Consumer Cyclical	Added	647,831	+600,496	$9,004,850	+1548.5%	1.76%
NVDA	Nvidia Corp Technology	Added	28,500	+687	$5,702,565	+17.6%	1.11%
IAU	Ishares Gold Trust	Added	53,352	+605	$4,028,609	−13.4%	0.79%
SNDK	Sandisk Corp Technology	Added	1,607	+7	$3,653,884	+259.4%	0.71%
AVGO	Broadcom Inc. Technology	Added	8,666	+954	$3,273,581	+37.1%	0.64%
AAPL	Apple Inc. Technology	Added	10,293	+532	$2,978,382	+20.2%	0.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,828	-52	$2,580,745	+13.9%	0.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,539	-300	$1,825,210	+48.5%	0.36%
VRT	Vertiv Holdings Co Industrials	Reduced	5,206	-54	$1,743,072	+32.2%	0.34%
GLD	Spdr Gold Trust	Added	4,543	+61	$1,673,550	−13.2%	0.33%
FANG	Diamondback Energy, Inc. Energy	Added	9,472	+1	$1,664,988	−11.1%	0.32%
PHYS	Sprott Physical Gold Trust Financial Services	Held	54,476	0	$1,643,540	−14.9%	0.32%
TXN	Texas Instruments Inc Technology	Reduced	5,469	-218	$1,630,144	+47.6%	0.32%
GOOGL	Alphabet Inc. Communication Services	Added	4,471	+270	$1,593,611	+32.0%	0.31%
XOM	ExxonMobil Holdings Corp Energy	Added	10,901	+1,485	$1,490,384	−6.7%	0.29%
CVX	Chevron Corp Energy	Added	8,330	+6,244	$1,380,780	+219.9%	0.27%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,605	+70	$1,095,663	+16.3%	0.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,785	-109	$911,614	+7.1%	0.18%
PCAR	Paccar Inc Industrials	Held	7,564	0	$908,587	+4.0%	0.18%
MSFT	Microsoft Corp Technology	Reduced	2,320	-7	$865,406	+0.5%	0.17%
WEA	Western Asset Premier Bond Fund Financial Services	Reduced	79,951	-6,623	$851,478	−7.0%	0.17%
VMI	Valmont Industries Inc Industrials	NEW	1,387	NEW	$801,131	NEW	0.16%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,377	-66	$663,115	−6.5%	0.13%
CALY	Callaway Golf Co Consumer Cyclical	Reduced	32,511	-121	$610,881	+34.9%	0.12%
DUK	Duke Energy CORP Utilities	NEW	4,813	NEW	$609,229	NEW	0.12%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,837	-18	$564,332	−20.5%	0.11%
META	Meta Platforms, Inc. Communication Services	Reduced	979	-110	$551,460	−11.5%	0.11%
DELL	Dell Technologies Inc. Technology	NEW	1,249	NEW	$538,893	NEW	0.11%
ABBV	AbbVie Inc. Healthcare	Reduced	2,038	-451	$512,842	−5.3%	0.10%
ECL	Ecolab Inc. Basic Materials	Reduced	1,587	-97	$442,154	−1.3%	0.09%
AMD	Advanced Micro Devices Inc Technology	NEW	751	NEW	$436,263	NEW	0.09%
CAT	Caterpillar Inc Industrials	NEW	403	NEW	$429,154	NEW	0.08%
EVR	Evercore Inc. Financial Services	Reduced	1,223	-31	$417,581	+11.6%	0.08%
MIRM	Mirum Pharmaceuticals, Inc. Healthcare	NEW	3,374	NEW	$394,994	NEW	0.08%
MU	Micron Technology Inc Technology	NEW	310	NEW	$357,829	NEW	0.07%
ENB	Enbridge Inc Energy	NEW	6,542	NEW	$354,641	NEW	0.07%
C	Citigroup Inc Financial Services	NEW	2,491	NEW	$348,640	NEW	0.07%
COP	Conocophillips Energy	Added	3,050	+30	$317,078	−20.5%	0.06%
CAMT	Camtek Ltd Technology	NEW	1,911	NEW	$311,722	NEW	0.06%
PEP	Pepsico Inc Consumer Defensive	Added	2,281	+19	$308,847	−12.1%	0.06%
STX	Seagate Technology Holdings plc Technology	NEW	317	NEW	$305,905	NEW	0.06%
LLY	ELI LILLY & Co Healthcare	Reduced	255	-52	$305,854	+8.3%	0.06%
EPD	Enterprise Products Partners L.P. Energy	Reduced	8,145	-500	$299,410	−8.5%	0.06%
HPE	Hewlett Packard Enterprise Co Technology	NEW	6,634	NEW	$299,259	NEW	0.06%
DE	Deere & Co Industrials	Held	468	0	$296,866	+12.6%	0.06%
KO	Coca Cola Co Consumer Defensive	Added	3,636	+184	$295,497	+12.6%	0.06%
WPC	W. P. Carey Inc. Real Estate	Held	3,878	0	$277,277	+5.2%	0.05%
TPL	Texas Pacific Land Corp Energy	Held	629	0	$275,275	−7.8%	0.05%
PANW	Palo Alto Networks Inc Technology	NEW	799	NEW	$272,474	NEW	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.