13F Insight
DOSSIER · 13F-HR · Q2 2026

Insight Wealth Partners, LLC

$745M in tracked AUM across 135 positions as of Q2 2026.

IW
CIK 0001627003 · last filed Jun 30, 2026
Total AUM
$745M
as of Q2 2026
Holdings
135
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Insight Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$449M602K60.3%02
SPXL
DIREXION SHARES ETF TRUST
$48M176K6.4%03
VCIT
VANGUARD SCOTTSDALE FDS
$23M277K3.1%04
JPST
J P MORGAN EXCHANGE TRADED F
$12M240K1.6%05
LQD
ISHARES TR
$12M107K1.6%06
F
FORD MTR CO
$9M648K1.2%07
FBND
FIDELITY MERRIMACK STR TR
$9M196K1.2%08
JBND
J P MORGAN EXCHANGE TRADED F
$7M136K1.0%09
UITB
VICTORY PORTFOLIOS II
$7M152K1.0%10
IEF
ISHARES TR
$6M68K0.9%

Filing history

2026Q2Jun 30
$745M▲ 4.5%
135 positionsView →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 positionsLocked
Showing 12 of 27