Filed: 10/26/2026ACC: 0001172661-26-004705
📋 What this filing means
INSIGHT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $759.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$759.11M
Total AUM (reported)
5.52M
Total Shares
Allocation by class
TR UNIT$461.36M60.8%
DA 500 BU 3X ETF$58.35M7.7%
COM$43.50M5.7%
INT-TERM CORP$20.26M2.7%
ULTRA SHRT ETF$11.13M1.5%
IBOXX INV CP ETF$11.12M1.5%
TOTAL BD ETF$9.02M1.2%
Portfolio Concentration
Top 3$539.98M71.1%
4–10$59.26M7.8%
11–25$62.07M8.2%
Rest$97.80M12.9%
Top 3 weight
71.1%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 5.52M
Sole
Full voting authority
37.19K
shares
% of voting shares0.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.48M
shares
% of voting shares99.3%
Investment Discretion (by position count)
Sole137
Shared0
Other0
Dominant voting typeNone · 99.3% of voting shares
Institutional Holdings137
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares604.97K
TypeSH
Market value$461.36M
60.78%
Sole
3.80K
Shared
0.00
None
601.16K
DIREXION SHARES ETF TRUST
SOLEShares207.58K
TypeSH
Market value$58.35M
7.69%
Sole
2.42K
Shared
0.00
None
205.16K
VANGUARD SCOTTSDALE FDS
SOLEShares258.78K
TypeSH
Market value$20.26M
2.67%
Sole
0.00
Shared
0.00
None
258.78K
J P MORGAN EXCHANGE TRADED F
SOLEShares220.99K
TypeSH
Market value$11.13M
1.47%
Sole
0.00
Shared
0.00
None
220.99K
ISHARES TR
SOLEShares108.79K
TypeSH
Market value$11.12M
1.46%
Sole
4.20K
Shared
0.00
None
104.59K
FIDELITY MERRIMACK STR TR
SOLEShares208.32K
TypeSH
Market value$9.02M
1.19%
Sole
8.38K
Shared
0.00
None
199.94K
FORD MTR CO
SOLEShares648.23K
TypeSH
Market value$7.82M
1.03%
Sole
0.00
Shared
0.00
None
648.23K
J P MORGAN EXCHANGE TRADED F
SOLEShares140.78K
TypeSH
Market value$7.20M
0.95%
Sole
0.00
Shared
0.00
None
140.78K
VICTORY PORTFOLIOS II
SOLEShares156.94K
TypeSH
Market value$7.01M
0.92%
Sole
0.00
Shared
0.00
None
156.94K
ISHARES TR
SOLEShares66.81K
TypeSH
Market value$5.97M
0.79%
Sole
0.00
Shared
0.00
None
66.81K
NVIDIA CORPORATION
SOLEShares25.55K
TypeSH
Market value$5.83M
0.77%
Sole
0.00
Shared
0.00
None
25.55K
INVESCO ACTIVELY MANAGED EXC
SOLEShares110.18K
TypeSH
Market value$4.91M
0.65%
Sole
4.07K
Shared
0.00
None
106.11K
ISHARES TR
SOLEShares47.20K
TypeSH
Market value$4.91M
0.65%
Sole
1.71K
Shared
0.00
None
45.49K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares250.58K
TypeSH
Market value$4.90M
0.65%
Sole
1.40K
Shared
0.00
None
249.18K
ISHARES TR
SOLEShares59.52K
TypeSH
Market value$4.60M
0.61%
Sole
2.52K
Shared
0.00
None
57K
ISHARES TR
SOLEShares166.18K
TypeSH
Market value$4.31M
0.57%
Sole
4.37K
Shared
0.00
None
161.81K
ISHARES GOLD TR
SOLEShares53.01K
TypeSH
Market value$4.14M
0.55%
Sole
0.00
Shared
0.00
None
53.01K
ISHARES TR
SOLEShares60.47K
TypeSH
Market value$4.04M
0.53%
Sole
0.00
Shared
0.00
None
60.47K
ISHARES TR
SOLEShares7.04K
TypeSH
Market value$4.00M
0.53%
Sole
0.00
Shared
0.00
None
7.04K
USCF ETF TR
SOLEShares67.36K
TypeSH
Market value$3.81M
0.50%
Sole
0.00
Shared
0.00
None
67.36K
RBB FD INC
SOLEShares73.40K
TypeSH
Market value$3.47M
0.46%
Sole
0.00
Shared
0.00
None
73.40K
DBX ETF TR
SOLEShares48.12K
TypeSH
Market value$3.37M
0.44%
Sole
0.00
Shared
0.00
None
48.12K
J P MORGAN EXCHANGE TRADED F
SOLEShares64.49K
TypeSH
Market value$3.32M
0.44%
Sole
0.00
Shared
0.00
None
64.49K
ISHARES TR
SOLEShares35.86K
TypeSH
Market value$3.26M
0.43%
Sole
1.05K
Shared
0.00
None
34.81K
APPLE INC
SOLEShares9.62K
TypeSH
Market value$3.20M
0.42%
Sole
0.00
Shared
0.00
None
9.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 604.97K | SH | $461.36M 60.78% | 3.80K | 0.00 | 601.16K |
DIREXION SHARES ETF TRUSTSOLE | DA 500 BU 3X ETF | 207.58K | SH | $58.35M 7.69% | 2.42K | 0.00 | 205.16K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 258.78K | SH | $20.26M 2.67% | 0.00 | 0.00 | 258.78K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 220.99K | SH | $11.13M 1.47% | 0.00 | 0.00 | 220.99K |
ISHARES TRSOLE | IBOXX INV CP ETF | 108.79K | SH | $11.12M 1.46% | 4.20K | 0.00 | 104.59K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 208.32K | SH | $9.02M 1.19% | 8.38K | 0.00 | 199.94K |
FORD MTR COSOLE | COM | 648.23K | SH | $7.82M 1.03% | 0.00 | 0.00 | 648.23K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 140.78K | SH | $7.20M 0.95% | 0.00 | 0.00 | 140.78K |
VICTORY PORTFOLIOS IISOLE | CORE BD ETF | 156.94K | SH | $7.01M 0.92% | 0.00 | 0.00 | 156.94K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 66.81K | SH | $5.97M 0.79% | 0.00 | 0.00 | 66.81K |
NVIDIA CORPORATIONSOLE | COM | 25.55K | SH | $5.83M 0.77% | 0.00 | 0.00 | 25.55K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 110.18K | SH | $4.91M 0.65% | 4.07K | 0.00 | 106.11K |
ISHARES TRSOLE | TIPS BD ETF | 47.20K | SH | $4.91M 0.65% | 1.71K | 0.00 | 45.49K |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRNC INVT GRAD | 250.58K | SH | $4.90M 0.65% | 1.40K | 0.00 | 249.18K |
ISHARES TRSOLE | IBOXX HI YD ETF | 59.52K | SH | $4.60M 0.61% | 2.52K | 0.00 | 57K |
ISHARES TRSOLE | FALN ANGLS USD | 166.18K | SH | $4.31M 0.57% | 4.37K | 0.00 | 161.81K |
ISHARES GOLD TRSOLE | ISHARES NEW | 53.01K | SH | $4.14M 0.55% | 0.00 | 0.00 | 53.01K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 60.47K | SH | $4.04M 0.53% | 0.00 | 0.00 | 60.47K |
ISHARES TRSOLE | ISHARES SEMICDTR | 7.04K | SH | $4.00M 0.53% | 0.00 | 0.00 | 7.04K |
USCF ETF TRSOLE | MIDS ENE INC ETF | 67.36K | SH | $3.81M 0.50% | 0.00 | 0.00 | 67.36K |
RBB FD INCSOLE | US TREASY 2 YR | 73.40K | SH | $3.47M 0.46% | 0.00 | 0.00 | 73.40K |
DBX ETF TRSOLE | XTRACKRS S&P 500 | 48.12K | SH | $3.37M 0.44% | 0.00 | 0.00 | 48.12K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 64.49K | SH | $3.32M 0.44% | 0.00 | 0.00 | 64.49K |
ISHARES TRSOLE | JPMORGAN USD EMG | 35.86K | SH | $3.26M 0.43% | 1.05K | 0.00 | 34.81K |
APPLE INCSOLE | COM | 9.62K | SH | $3.20M 0.42% | 0.00 | 0.00 | 9.62K |
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