INSIGHT WEALTH PARTNERS, LLC

Filed: 2/17/2026ACC: 0001172661-26-000970

📋 What this filing means

INSIGHT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $729.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

114

Positions

$729.68M

Total AUM (reported)

4.45M

Total Shares

Allocation by class

TR UNIT$491.21M67.3%

COM$29.04M4.0%

INT-TERM CORP$23.11M3.2%

DRX S&P500BULL$21.88M3.0%

IBOXX INV CP ETF$14.88M2.0%

ULTRA SHRT ETF$13.57M1.9%

TOTAL BD ETF$10.95M1.5%

Portfolio Concentration

Top 3$536.20M73.5%

4–10$66.17M9.1%

11–25$57.37M7.9%

Rest$69.94M9.6%

Top 3 weight

73.5%

Top 10 weight

82.6%

Voting Authority Distribution

Total shares with voting rights: 4.45M

Sole

Full voting authority

29.89K

% of voting shares0.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.42M

% of voting shares99.3%

Investment Discretion (by position count)

Sole114

Shared0

Other0

Dominant voting typeNone · 99.3% of voting shares

Institutional Holdings114

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares720.33K

TypeSH

Market value$491.21M

67.32%

Sole

1.90K

Shared

0.00

None

718.43K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares275.95K

TypeSH

Market value$23.11M

3.17%

Sole

0.00

Shared

0.00

None

275.95K

DIREXION SHS ETF TR

SOLE

DRX S&P500BULL

Shares99.16K

TypeSH

Market value$21.88M

3.00%

Sole

2.13K

Shared

0.00

None

97.03K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares135.05K

TypeSH

Market value$14.88M

2.04%

Sole

3.58K

Shared

0.00

None

131.47K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares268.20K

TypeSH

Market value$13.57M

1.86%

Sole

0.00

Shared

0.00

None

268.20K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares237.81K

TypeSH

Market value$10.95M

1.50%

Sole

6.87K

Shared

0.00

None

230.94K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares91.79K

TypeSH

Market value$7.45M

1.02%

Sole

0.00

Shared

0.00

None

91.79K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares122.06K

TypeSH

Market value$6.60M

0.90%

Sole

0.00

Shared

0.00

None

122.06K

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares135.74K

TypeSH

Market value$6.43M

0.88%

Sole

0.00

Shared

0.00

None

135.74K

ISHARES TR

SOLE

TIPS BD ETF

Shares57.23K

TypeSH

Market value$6.29M

0.86%

Sole

1.44K

Shared

0.00

None

55.78K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares132.03K

TypeSH

Market value$6.26M

0.86%

Sole

3.45K

Shared

0.00

None

128.58K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares68.28K

TypeSH

Market value$5.51M

0.75%

Sole

2.10K

Shared

0.00

None

66.18K

NVIDIA CORPORATION

SOLE

COM

Shares27.27K

TypeSH

Market value$5.09M

0.70%

Sole

0.00

Shared

0.00

None

27.27K

ISHARES TR

SOLE

FALN ANGLS USD

Shares174.20K

TypeSH

Market value$4.76M

0.65%

Sole

3.65K

Shared

0.00

None

170.55K

PRINCIPAL EXCHANGE TRADED FD

SOLE

PRNC INVT GRAD

Shares220.59K

TypeSH

Market value$4.61M

0.63%

Sole

1.03K

Shared

0.00

None

219.56K

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares45.13K

TypeSH

Market value$4.35M

0.60%

Sole

884.00

Shared

0.00

None

44.25K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares33.02K

TypeSH

Market value$3.54M

0.48%

Sole

206.00

Shared

0.00

None

32.81K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares35.14K

TypeSH

Market value$3.38M

0.46%

Sole

0.00

Shared

0.00

None

35.14K

ISHARES TR

SOLE

CMBS ETF

Shares66.40K

TypeSH

Market value$3.26M

0.45%

Sole

1.66K

Shared

0.00

None

64.74K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares33.75K

TypeSH

Market value$3.14M

0.43%

Sole

854.00

Shared

0.00

None

32.90K

DBX ETF TR

SOLE

XTRACKRS S&P 500

Shares50.19K

TypeSH

Market value$3.13M

0.43%

Sole

0.00

Shared

0.00

None

50.19K

BROADCOM INC

SOLE

COM

Shares7.67K

TypeSH

Market value$2.65M

0.36%

Sole

0.00

Shared

0.00

None

7.67K

APPLE INC

SOLE

COM

Shares9.75K

TypeSH

Market value$2.65M

0.36%

Sole

0.00

Shared

0.00

None

9.75K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares32.44K

TypeSH

Market value$2.59M

0.35%

Sole

135.00

Shared

0.00

None

32.30K

AMAZON COM INC

SOLE

COM

Shares10.71K

TypeSH

Market value$2.47M

0.34%

Sole

0.00

Shared

0.00

None

10.71K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	720.33K	SH	$491.21M 67.32%	1.90K	718.43K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	275.95K	SH	$23.11M 3.17%	0.00	275.95K
DIREXION SHS ETF TRSOLE	DRX S&P500BULL	99.16K	SH	$21.88M 3.00%	2.13K	97.03K
ISHARES TRSOLE	IBOXX INV CP ETF	135.05K	SH	$14.88M 2.04%	3.58K	131.47K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	268.20K	SH	$13.57M 1.86%	0.00	268.20K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	237.81K	SH	$10.95M 1.50%	6.87K	230.94K
ISHARES GOLD TRSOLE	ISHARES NEW	91.79K	SH	$7.45M 1.02%	0.00	91.79K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	122.06K	SH	$6.60M 0.90%	0.00	122.06K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	135.74K	SH	$6.43M 0.88%	0.00	135.74K
ISHARES TRSOLE	TIPS BD ETF	57.23K	SH	$6.29M 0.86%	1.44K	55.78K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	132.03K	SH	$6.26M 0.86%	3.45K	128.58K
ISHARES TRSOLE	IBOXX HI YD ETF	68.28K	SH	$5.51M 0.75%	2.10K	66.18K
NVIDIA CORPORATIONSOLE	COM	27.27K	SH	$5.09M 0.70%	0.00	27.27K
ISHARES TRSOLE	FALN ANGLS USD	174.20K	SH	$4.76M 0.65%	3.65K	170.55K
PRINCIPAL EXCHANGE TRADED FDSOLE	PRNC INVT GRAD	220.59K	SH	$4.61M 0.63%	1.03K	219.56K
ISHARES TRSOLE	JPMORGAN USD EMG	45.13K	SH	$4.35M 0.60%	884.00	44.25K
ISHARES TRSOLE	NATIONAL MUN ETF	33.02K	SH	$3.54M 0.48%	206.00	32.81K
ISHARES TRSOLE	7-10 YR TRSY BD	35.14K	SH	$3.38M 0.46%	0.00	35.14K
ISHARES TRSOLE	CMBS ETF	66.40K	SH	$3.26M 0.45%	1.66K	64.74K
PIMCO ETF TRSOLE	ACTIVE BD ETF	33.75K	SH	$3.14M 0.43%	854.00	32.90K
DBX ETF TRSOLE	XTRACKRS S&P 500	50.19K	SH	$3.13M 0.43%	0.00	50.19K
BROADCOM INCSOLE	COM	7.67K	SH	$2.65M 0.36%	0.00	7.67K
APPLE INCSOLE	COM	9.75K	SH	$2.65M 0.36%	0.00	9.75K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	32.44K	SH	$2.59M 0.35%	135.00	32.30K
AMAZON COM INCSOLE	COM	10.71K	SH	$2.47M 0.34%	0.00	10.71K

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