Insight Wealth Partners, LLC

CIK

1627003

Location

Plano, TX

Portfolio Value

Small $695,714,205

Diversification

Highly concentrated

Filing Date

Global Rank

#3,155 / 8,794 ▼ 281 · as of Jun 2026

Top Industry

Semiconductors 19.8%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

64.6%

−9.2 pts

Top 5

80.8%

−3.2 pts

Top 10

85.7%

−2.5 pts

HHI

4,274

Highly concentrated−1,217

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.7%	$638,019,924	33
Technology	3.3%	$23,283,420	17
Consumer Cyclical	2.0%	$14,023,027	6
Energy	0.9%	$6,040,284	8
Industrials	0.6%	$4,178,810	5
Financial Services	0.6%	$4,172,853	5
Communication Services	0.3%	$2,145,071	2
Consumer Defensive	0.2%	$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	0.0%	$277,277	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+600,496	647,831	$9,004,850
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	+77,596	180,925	$0
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+31,054	429,806	$22,221,407
BCHP	Principal Focused Blue Chip ETF	+30,221	256,849	$5,307,784
ABI	VictoryShares Pioneer Asset-Based Income ETF	+15,656	152,068	$7,122,560
DYTA	SGI Dynamic Tactical ETF	+14,305	73,213	$3,511,295
ACSG	American Century Small Cap Growth Insights ETF	+12,661	69,816	$7,011,617
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+8,925	88,344	$5,594,865
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+8,197	113,332	$3,396,470
CVX	Chevron Corp	+6,244	8,330	$1,380,780
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	+4,726	57,492	$3,382,829
AAAA	Amplius Aggressive Asset Allocation ETF	+4,609	65,119	$2,374,238
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+3,120	266,741	$5,487,953
ABUF	Aptus Laddered Buffer ETF	+2,936	9,174	$357,877
AIRR	First Trust RBA American Industrial Renaissance ETF	+2,529	20,058	$2,672,728
NITE	The Nightview Fund	+2,088	63,671	$2,013,850
—		+1,652	32,038	$1,927,553
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
—		+594	17,091	$1,045,800
AAPL	Apple Inc.	+532	10,293	$2,978,382
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+285	1,305	$370,345
GOOGL	Alphabet Inc.	+270	4,471	$1,593,611
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−146,394	679,458	$56,524,078
SPY	Spdr S&P 500 ETF Trust	−116,078	601,827	$449,426,348
FAAA	Fidelity AAA CLO ETF	−57,170	195,769	$8,905,531
DVVY	Invesco Diversified Dividend Opportunities ETF	−37,292	104,378	$4,892,196
BILZ	PIMCO Ultra Short Government Active ETF	−10,186	26,129	$2,409,355
WEA	Western Asset Premier Bond Fund	−6,623	79,951	$851,478
AAAP	Pacer Barings CLO Market Flex ETF	−5,650	18,536	$1,152,939
BNDW	Vanguard Total World Bond ETF	−2,873	299,324	$24,659,878
BAPR	Innovator U.S. Equity Buffer ETF - April	−703	12,163	$601,946
AAAD	PGIM AAA CLO Aggregate Duration ETF	−658	18,974	$940,161
FNDA	Schwab Fundamental U.S. Small Company ETF	−587	76,313	$2,504,239
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
AMZN	Amazon Com Inc	−52	10,828	$2,580,745
LLY	ELI LILLY & Co	−52	255	$305,854
EVR	Evercore Inc.	−31	1,223	$417,581
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
BKF	iShares MSCI BIC ETF	60,971	$4,171,026
VMI	Valmont Industries Inc	1,387	$801,131
THOR	Thornburg Premium Income Builder ETF	30,679	$777,712
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

5 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	5,757	$1,110,525
AA	Alcoa Corp	13,981	$927,359
WMT	Walmart Inc.	3,875	$481,585
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

87 tracked positions · $695,714,205 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 87 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%	64.60%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	679,458	-146,394	$56,524,078	+5821.1%	8.12%
BNDW	Vanguard Total World Bond ETF	Reduced	299,324	-2,873	$24,659,878	−1.0%	3.54%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	429,806	+31,054	$22,221,407	+8.0%	3.19%
F	Ford Motor Co Consumer Cyclical	Added	647,831	+600,496	$9,004,850	+1548.5%	1.29%
FAAA	Fidelity AAA CLO ETF	Reduced	195,769	-57,170	$8,905,531	−22.8%	1.28%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	152,068	+15,656	$7,122,560	+11.1%	1.02%
ACSG	American Century Small Cap Growth Insights ETF	Added	69,816	+12,661	$7,011,617	+27.8%	1.01%
NVDA	Nvidia Corp Technology	Added	28,500	+687	$5,702,565	+17.6%	0.82%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	88,344	+8,925	$5,594,865	+25.9%	0.80%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	266,741	+3,120	$5,487,953	+1.0%	0.79%
BCHP	Principal Focused Blue Chip ETF	Added	256,849	+30,221	$5,307,784	+13.5%	0.76%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	104,378	-37,292	$4,892,196	−26.3%	0.70%
BKF	iShares MSCI BIC ETF	NEW	60,971	NEW	$4,171,026	NEW	0.60%
IAU	Ishares Gold Trust	Added	53,352	+605	$4,028,609	−13.4%	0.58%
SNDK	Sandisk Corp Technology	Added	1,607	+7	$3,653,884	+259.4%	0.53%
DYTA	SGI Dynamic Tactical ETF	Added	73,213	+14,305	$3,511,295	+23.5%	0.50%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	113,332	+8,197	$3,396,470	+9.7%	0.49%
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	Added	57,492	+4,726	$3,382,829	+9.4%	0.49%
AVGO	Broadcom Inc. Technology	Added	8,666	+954	$3,273,581	+37.1%	0.47%
AAPL	Apple Inc. Technology	Added	10,293	+532	$2,978,382	+20.2%	0.43%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	20,058	+2,529	$2,672,728	+37.6%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,828	-52	$2,580,745	+13.9%	0.37%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	76,313	-587	$2,504,239	+9.0%	0.36%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	26,129	-10,186	$2,409,355	−28.1%	0.35%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	65,119	+4,609	$2,374,238	+12.6%	0.34%
NITE	The Nightview Fund	Added	63,671	+2,088	$2,013,850	+7.6%	0.29%
		Added	32,038	+1,652	$1,927,553	+2.3%	0.28%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,539	-300	$1,825,210	+48.5%	0.26%
VRT	Vertiv Holdings Co Industrials	Reduced	5,206	-54	$1,743,072	+32.2%	0.25%
GLD	Spdr Gold Trust	Added	4,543	+61	$1,673,550	−13.2%	0.24%
FANG	Diamondback Energy, Inc. Energy	Added	9,472	+1	$1,664,988	−11.1%	0.24%
PHYS	Sprott Physical Gold Trust Financial Services	Held	54,476	0	$1,643,540	−14.9%	0.24%
TXN	Texas Instruments Inc Technology	Reduced	5,469	-218	$1,630,144	+47.6%	0.23%
GOOGL	Alphabet Inc. Communication Services	Added	4,471	+270	$1,593,611	+32.0%	0.23%
XOM	ExxonMobil Holdings Corp Energy	Added	10,901	+1,485	$1,490,384	−6.7%	0.21%
CVX	Chevron Corp Energy	Added	8,330	+6,244	$1,380,780	+219.9%	0.20%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	18,536	-5,650	$1,152,939	−23.8%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,605	+70	$1,095,663	+16.3%	0.16%
		Added	17,091	+594	$1,045,800	+13.5%	0.15%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	18,974	-658	$940,161	−3.3%	0.14%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,785	-109	$911,614	+7.1%	0.13%
PCAR	Paccar Inc Industrials	Held	7,564	0	$908,587	+4.0%	0.13%
MSFT	Microsoft Corp Technology	Reduced	2,320	-7	$865,406	+0.5%	0.12%
WEA	Western Asset Premier Bond Fund Financial Services	Reduced	79,951	-6,623	$851,478	−7.0%	0.12%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	5,101	+105	$809,324	+10.5%	0.12%
VMI	Valmont Industries Inc Industrials	NEW	1,387	NEW	$801,131	NEW	0.12%
THOR	Thornburg Premium Income Builder ETF	NEW	30,679	NEW	$777,712	NEW	0.11%
AFK	VanEck Africa Index ETF	Added	9,859	+50	$743,861	−17.4%	0.11%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,377	-66	$663,115	−6.5%	0.10%

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.