Filed: 8/6/2026ACC: 0001172661-26-003122
📋 What this filing means
INSIGHT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $744.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$744.81M
Total AUM (reported)
5.22M
Total Shares
Allocation by class
TR UNIT$449.43M60.3%
DA 500 BU 3X ETF$47.71M6.4%
COM$47.62M6.4%
INT-TERM CORP$22.93M3.1%
ULTRA SHRT ETF$12.14M1.6%
IBOXX INV CP ETF$11.62M1.6%
TOTAL BD ETF$8.91M1.2%
Portfolio Concentration
Top 3$520.06M69.8%
4–10$62.53M8.4%
11–25$64.31M8.6%
Rest$97.91M13.1%
Top 3 weight
69.8%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 5.22M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole135
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings135
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares601.83K
TypeSH
Market value$449.43M
60.34%
Sole
0.00
Shared
0.00
None
601.83K
DIREXION SHARES ETF TRUST
SOLEShares176.25K
TypeSH
Market value$47.71M
6.41%
Sole
0.00
Shared
0.00
None
176.25K
VANGUARD SCOTTSDALE FDS
SOLEShares277.43K
TypeSH
Market value$22.93M
3.08%
Sole
0.00
Shared
0.00
None
277.43K
J P MORGAN EXCHANGE TRADED F
SOLEShares240.08K
TypeSH
Market value$12.14M
1.63%
Sole
0.00
Shared
0.00
None
240.08K
ISHARES TR
SOLEShares106.53K
TypeSH
Market value$11.62M
1.56%
Sole
0.00
Shared
0.00
None
106.53K
FORD MTR CO
SOLEShares647.83K
TypeSH
Market value$9.00M
1.21%
Sole
0.00
Shared
0.00
None
647.83K
FIDELITY MERRIMACK STR TR
SOLEShares195.77K
TypeSH
Market value$8.91M
1.20%
Sole
0.00
Shared
0.00
None
195.77K
J P MORGAN EXCHANGE TRADED F
SOLEShares136.46K
TypeSH
Market value$7.30M
0.98%
Sole
0.00
Shared
0.00
None
136.46K
VICTORY PORTFOLIOS II
SOLEShares152.07K
TypeSH
Market value$7.12M
0.96%
Sole
0.00
Shared
0.00
None
152.07K
ISHARES TR
SOLEShares68.06K
TypeSH
Market value$6.44M
0.86%
Sole
0.00
Shared
0.00
None
68.06K
NVIDIA CORPORATION
SOLEShares28.50K
TypeSH
Market value$5.70M
0.77%
Sole
0.00
Shared
0.00
None
28.50K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares256.85K
TypeSH
Market value$5.31M
0.71%
Sole
0.00
Shared
0.00
None
256.85K
ISHARES TR
SOLEShares8.12K
TypeSH
Market value$5.20M
0.70%
Sole
0.00
Shared
0.00
None
8.12K
ISHARES TR
SOLEShares44.85K
TypeSH
Market value$4.91M
0.66%
Sole
0.00
Shared
0.00
None
44.85K
INVESCO ACTIVELY MANAGED EXC
SOLEShares104.38K
TypeSH
Market value$4.89M
0.66%
Sole
0.00
Shared
0.00
None
104.38K
ISHARES TR
SOLEShares59.81K
TypeSH
Market value$4.78M
0.64%
Sole
0.00
Shared
0.00
None
59.81K
ISHARES TR
SOLEShares157K
TypeSH
Market value$4.28M
0.57%
Sole
0.00
Shared
0.00
None
157K
ISHARES TR
SOLEShares60.97K
TypeSH
Market value$4.17M
0.56%
Sole
0.00
Shared
0.00
None
60.97K
ISHARES GOLD TR
SOLEShares53.35K
TypeSH
Market value$4.03M
0.54%
Sole
0.00
Shared
0.00
None
53.35K
DBX ETF TR
SOLEShares54.02K
TypeSH
Market value$3.72M
0.50%
Sole
0.00
Shared
0.00
None
54.02K
SANDISK CORP
SOLEShares1.61K
TypeSH
Market value$3.65M
0.49%
Sole
0.00
Shared
0.00
None
1.61K
RBB FD INC
SOLEShares73.21K
TypeSH
Market value$3.51M
0.47%
Sole
0.00
Shared
0.00
None
73.21K
ISHARES TR
SOLEShares36.23K
TypeSH
Market value$3.49M
0.47%
Sole
0.00
Shared
0.00
None
36.23K
USCF ETF TR
SOLEShares57.49K
TypeSH
Market value$3.38M
0.45%
Sole
0.00
Shared
0.00
None
57.49K
BROADCOM INC
SOLEShares8.67K
TypeSH
Market value$3.27M
0.44%
Sole
0.00
Shared
0.00
None
8.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 601.83K | SH | $449.43M 60.34% | 0.00 | 0.00 | 601.83K |
DIREXION SHARES ETF TRUSTSOLE | DA 500 BU 3X ETF | 176.25K | SH | $47.71M 6.41% | 0.00 | 0.00 | 176.25K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 277.43K | SH | $22.93M 3.08% | 0.00 | 0.00 | 277.43K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 240.08K | SH | $12.14M 1.63% | 0.00 | 0.00 | 240.08K |
ISHARES TRSOLE | IBOXX INV CP ETF | 106.53K | SH | $11.62M 1.56% | 0.00 | 0.00 | 106.53K |
FORD MTR COSOLE | COM | 647.83K | SH | $9.00M 1.21% | 0.00 | 0.00 | 647.83K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 195.77K | SH | $8.91M 1.20% | 0.00 | 0.00 | 195.77K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 136.46K | SH | $7.30M 0.98% | 0.00 | 0.00 | 136.46K |
VICTORY PORTFOLIOS IISOLE | CORE BD ETF | 152.07K | SH | $7.12M 0.96% | 0.00 | 0.00 | 152.07K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 68.06K | SH | $6.44M 0.86% | 0.00 | 0.00 | 68.06K |
NVIDIA CORPORATIONSOLE | COM | 28.50K | SH | $5.70M 0.77% | 0.00 | 0.00 | 28.50K |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRNC INVT GRAD | 256.85K | SH | $5.31M 0.71% | 0.00 | 0.00 | 256.85K |
ISHARES TRSOLE | ISHARES SEMICDTR | 8.12K | SH | $5.20M 0.70% | 0.00 | 0.00 | 8.12K |
ISHARES TRSOLE | TIPS BD ETF | 44.85K | SH | $4.91M 0.66% | 0.00 | 0.00 | 44.85K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 104.38K | SH | $4.89M 0.66% | 0.00 | 0.00 | 104.38K |
ISHARES TRSOLE | IBOXX HI YD ETF | 59.81K | SH | $4.78M 0.64% | 0.00 | 0.00 | 59.81K |
ISHARES TRSOLE | FALN ANGLS USD | 157K | SH | $4.28M 0.57% | 0.00 | 0.00 | 157K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 60.97K | SH | $4.17M 0.56% | 0.00 | 0.00 | 60.97K |
ISHARES GOLD TRSOLE | ISHARES NEW | 53.35K | SH | $4.03M 0.54% | 0.00 | 0.00 | 53.35K |
DBX ETF TRSOLE | XTRACKRS S&P 500 | 54.02K | SH | $3.72M 0.50% | 0.00 | 0.00 | 54.02K |
SANDISK CORPSOLE | COM | 1.61K | SH | $3.65M 0.49% | 0.00 | 0.00 | 1.61K |
RBB FD INCSOLE | US TREASY 2 YR | 73.21K | SH | $3.51M 0.47% | 0.00 | 0.00 | 73.21K |
ISHARES TRSOLE | JPMORGAN USD EMG | 36.23K | SH | $3.49M 0.47% | 0.00 | 0.00 | 36.23K |
USCF ETF TRSOLE | MIDS ENE INC ETF | 57.49K | SH | $3.38M 0.45% | 0.00 | 0.00 | 57.49K |
BROADCOM INCSOLE | COM | 8.67K | SH | $3.27M 0.44% | 0.00 | 0.00 | 8.67K |
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