Insight Wealth Partners, LLC

CIK

1627003

Location

Plano, TX

Portfolio Value

Small $512,384,088

Diversification

Highly concentrated

Filing Date

Global Rank

#2,282 / 8,232 ▲ 62

Top Industry

Semiconductors 21.4%

3Y Alpha vs SPY

+4.1%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+95.1%

SPY

+76.3%

Annualised alpha

+4.1%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

91.1%

+0.0 pts

Top 5

93.9%

−0.5 pts

Top 10

95.8%

−0.3 pts

HHI

8,306

Highly concentrated+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.4%	$473,461,071	3
Technology	2.9%	$15,030,907	10
Energy	1.1%	$5,483,432	8
Consumer Cyclical	1.0%	$4,917,087	5
Financial Services	0.8%	$4,275,248	5
Industrials	0.7%	$3,565,841	4
Communication Services	0.3%	$1,622,607	2
Consumer Defensive	0.3%	$1,565,310	5
Basic Materials	0.3%	$1,375,336	2
Healthcare	0.2%	$823,701	2
Real Estate	0.1%	$263,548	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
CALY	Callaway Golf Co	+2,467	32,632	$452,932
TXN	Texas Instruments Inc	+1,005	5,687	$1,104,074
NVDA	Nvidia Corp	+545	27,813	$4,850,587
EPD	Enterprise Products Partners L.P.	+481	8,645	$327,126
TSLA	Tesla, Inc.	+365	2,535	$942,386
F	Ford Motor Co	+319	47,335	$546,245
XOM	Exxon Mobil Corp	+240	9,416	$1,597,518
GLD	Spdr Gold Trust	+214	4,482	$1,928,559
AMZN	Amazon Com Inc	+165	10,880	$2,265,977
RTX	RTX Corp	+90	5,757	$1,110,525
JPM	Jpmorgan Chase & Co	+80	2,894	$851,299
AVGO	Broadcom Inc.	+42	7,712	$2,386,941
AAPL	Apple Inc.	+15	9,761	$2,477,244
WPC	W. P. Carey Inc.	+8	3,878	$263,548
VRT	Vertiv Holdings Co	+6	5,260	$1,318,050
COST	Costco Wholesale Corp /New	+5	263	$262,061
KO	Coca Cola Co	+4	3,452	$262,524
META	Meta Platforms, Inc.	+3	1,089	$623,049
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−39,042	52,747	$4,650,175
PHYS	Sprott Physical Gold Trust	−18,898	54,476	$1,930,629
WEA	Western Asset Premier Bond Fund	−8,274	86,574	$915,952
SPY	Spdr S&P 500 ETF Trust	−2,429	717,905	$466,882,337
CSCO	Cisco Systems, Inc.	−593	15,839	$1,228,948
CL	Colgate Palmolive Co	−414	2,439	$207,875
PLTR	Palantir Technologies Inc.	−368	4,855	$710,189
PCAR	Paccar Inc	−235	7,564	$873,642
ABBV	AbbVie Inc.	−224	2,489	$541,332
GOOGL	Alphabet Inc.	−81	3,476	$999,558
ECL	Ecolab Inc.	−80	1,684	$447,977
FANG	Diamondback Energy, Inc.	−65	9,471	$1,873,269
MSFT	Microsoft Corp	−32	2,327	$861,385
CVX	Chevron Corp	−25	2,086	$431,593
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	1,600	$1,016,544
AA	Alcoa Corp	13,981	$927,359
TJX	Tjx Companies Inc /De/	4,443	$709,547
WMT	Walmart Inc.	3,875	$481,585
VTIX	Virtuix Holdings Inc.	48,298	$326,977
TPL	Texas Pacific Land Corp	629	$298,498
TNK	Teekay Tankers Ltd.	4,026	$295,186
BP	Bp PLC	5,566	$261,602
GS	Goldman Sachs Group Inc	240	$203,037
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CVNA	Carvana Co.	2,165	$913,673
RKLB	Rocket Lab Corp	11,949	$833,562
BROS	Dutch Bros Inc.	11,657	$713,641
KE	Kimball Electronics, Inc.	13,259	$368,865
ABT	Abbott Laboratories	2,117	$265,238
APP	AppLovin Corp	392	$264,137
HOOD	Robinhood Markets, Inc.	2,316	$261,939
QBTS	D-Wave Quantum Inc.	9,196	$240,475
IBM	International Business Machines Corp	685	$202,903
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $512,384,088 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	717,905	-2,429	$466,882,337	−5.0%	91.12%
NVDA	Nvidia Corp Technology	Added	27,813	+545	$4,850,587	−4.6%	0.95%
IAU	Ishares Gold Trust	Reduced	52,747	-39,042	$4,650,175	−37.6%	0.91%
AAPL	Apple Inc. Technology	Added	9,761	+15	$2,477,244	−6.5%	0.48%
AVGO	Broadcom Inc. Technology	Added	7,712	+42	$2,386,941	−10.1%	0.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,880	+165	$2,265,977	−8.4%	0.44%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	54,476	-18,898	$1,930,629	−20.3%	0.38%
GLD	Spdr Gold Trust	Added	4,482	+214	$1,928,559	+14.0%	0.38%
FANG	Diamondback Energy, Inc. Energy	Reduced	9,471	-65	$1,873,269	+30.7%	0.37%
XOM	Exxon Mobil Corp Energy	Added	9,416	+240	$1,597,518	+44.7%	0.31%
VRT	Vertiv Holdings Co Industrials	Added	5,260	+6	$1,318,050	+54.8%	0.26%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,839	-593	$1,228,948	−2.9%	0.24%
RTX	RTX Corp Industrials	Added	5,757	+90	$1,110,525	+6.9%	0.22%
TXN	Texas Instruments Inc Technology	Added	5,687	+1,005	$1,104,074	+35.9%	0.22%
SNDK	Sandisk Corp Technology	NEW	1,600	NEW	$1,016,544	NEW	0.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,476	-81	$999,558	−10.2%	0.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,535	+365	$942,386	−3.4%	0.18%
AA	Alcoa Corp Basic Materials	NEW	13,981	NEW	$927,359	NEW	0.18%
WEA	Western Asset Premier Bond Fund Financial Services	Reduced	86,574	-8,274	$915,952	−12.4%	0.18%
PCAR	Paccar Inc Industrials	Reduced	7,564	-235	$873,642	+2.3%	0.17%
MSFT	Microsoft Corp Technology	Reduced	2,327	-32	$861,385	−24.5%	0.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,894	+80	$851,299	−6.1%	0.17%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,855	-368	$710,189	−23.5%	0.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	4,443	NEW	$709,547	NEW	0.14%
META	Meta Platforms, Inc. Communication Services	Added	1,089	+3	$623,049	−13.1%	0.12%
F	Ford Motor Co Consumer Cyclical	Added	47,335	+319	$546,245	−11.4%	0.11%
ABBV	AbbVie Inc. Healthcare	Reduced	2,489	-224	$541,332	−12.7%	0.11%
WMT	Walmart Inc. Consumer Defensive	NEW	3,875	NEW	$481,585	NEW	0.09%
CALY	Callaway Golf Co Consumer Cyclical	Added	32,632	+2,467	$452,932	+28.7%	0.09%
ECL	Ecolab Inc. Basic Materials	Reduced	1,684	-80	$447,977	−3.3%	0.09%
CVX	Chevron Corp Energy	Reduced	2,086	-25	$431,593	+34.1%	0.08%
COP	Conocophillips Energy	Held	3,020	0	$398,640	+41.0%	0.08%
EVR	Evercore Inc. Financial Services	Held	1,254	0	$374,331	−12.3%	0.07%
PEP	Pepsico Inc Consumer Defensive	Held	2,262	0	$351,265	+8.2%	0.07%
EPD	Enterprise Products Partners L.P. Energy	Added	8,645	+481	$327,126	+25.0%	0.06%
VTIX	Virtuix Holdings Inc. Technology	NEW	48,298	NEW	$326,977	NEW	0.06%
TPL	Texas Pacific Land Corp Energy	NEW	629	NEW	$298,498	NEW	0.06%
TNK	Teekay Tankers Ltd. Energy	NEW	4,026	NEW	$295,186	NEW	0.06%
LLY	ELI LILLY & Co Healthcare	Held	307	0	$282,369	−14.4%	0.06%
DE	Deere & Co Industrials	Held	468	0	$263,624	+21.0%	0.05%
WPC	W. P. Carey Inc. Real Estate	Added	3,878	+8	$263,548	+5.8%	0.05%
KO	Coca Cola Co Consumer Defensive	Added	3,452	+4	$262,524	+8.9%	0.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	263	+5	$262,061	+17.8%	0.05%
BP	Bp PLC Energy	NEW	5,566	NEW	$261,602	NEW	0.05%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	2,439	-414	$207,875	−7.8%	0.04%
GS	Goldman Sachs Group Inc Financial Services	NEW	240	NEW	$203,037	NEW	0.04%
UIS	Unisys Corp Technology	Held	32,859	0	$68,018	−25.0%	0.01%