13F Insight
DOSSIER · 13F-HR · Q1 2026

Insight Wealth Partners, LLC

$713M in tracked AUM across 120 positions as of Q1 2026.

IW
CIK 0001627003 · last filed Mar 31, 2026
Total AUM
$713M
as of Q1 2026
Holdings
120
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Insight Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$467M718K65.5%02
VCIT
VANGUARD SCOTTSDALE FDS
$23M273K3.2%03
SPXL
DIREXION SHARES ETF TRUST
$18M99K2.6%04
LQD
ISHARES TR
$15M140K2.1%05
JPST
J P MORGAN EXCHANGE TRADED F
$14M276K2.0%06
FBND
FIDELITY MERRIMACK STR TR
$12M253K1.6%07
IEF
ISHARES TR
$7M73K1.0%08
TIP
ISHARES TR
$7M61K0.9%09
GTO
INVESCO ACTIVELY MANAGED EXC
$7M142K0.9%10
JBND
J P MORGAN EXCHANGE TRADED F
$7M123K0.9%

Filing history

2026Q1Mar 31
$713M▼ 2.3%
120 positionsView →2025Q4Dec 31
$730M▲ 122.2%
115 positionsView →2025Q3Sep 30
$328M▲ 27.4%
115 positionsView →2025Q2Jun 30
$258M▼ 57.1%
108 positionsLocked2025Q1Mar 31
$601M▼ 17.7%
108 positionsLocked2024Q4Dec 31
$730M▲ 44.2%
95 positionsLocked2024Q3Sep 30
$506M▼ 12.4%
100 positionsLocked2024Q2Jun 30
$578M▼ 0.5%
91 positionsLocked2024Q1Mar 31
$581M▲ 0.7%
88 positionsLocked2023Q4Dec 31
$577M▲ 11.6%
77 positionsLocked2023Q3Sep 30
$517M▲ 19.8%
69 positionsLocked2023Q2Jun 30
$431M▼ 3.2%
71 positionsLocked
Showing 12 of 26