2026 Q2 Portfolio Activity
In 2026 Q2, Insight Wealth Partners, LLC maintained a portfolio of 143 distinct positions. The most significant new addition was ISHARES TR, now representing 0.56% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 23002.8%. The fund also reduced its exposure to ISHARES TR by 23.8%.
Position History
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Total Positions
143
Quarter
2026 Q2
Top Holding
SPY (60.3%)
Top 10 Concentration
78.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 143
Insight Wealth Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 60.34% | 0.24% |
#1
38
Prev: #39
|
9.0 |
—
|
599,222 | 23002.8% |
P
S
|
601,827 | $449,426,317 |
$447.44
+73.5%
|
2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | ||
|
SPXL
DIREXION SHARES...
|
ETF | 6.41% | 2.50% |
#2
1
Prev: #3
|
7.1 |
—
|
79,660 | 82.5% |
P
S
|
176,249 | $47,705,206 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 3.08% | 3.17% |
#3
1
Prev: #2
|
2.7 |
—
|
4,621 | 1.7% |
P
S
|
277,432 | $22,929,741 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.63% | 1.96% |
#4
1
Prev: #5
|
1.7 |
—
|
-36,099 | -13.1% |
P
S
|
240,079 | $12,140,815 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
LQD
ISHARES TR
|
ETF | 1.56% | 2.14% |
#5
1
Prev: #4
|
1.1 |
—
|
-33,182 | -23.8% |
P
S
|
106,526 | $11,618,820 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
F
FORD MTR CO
|
Consumer Cyclical | 1.21% | 0.08% |
#6
72
Prev: #78
|
3.5 |
—
|
600,496 | 1268.6% |
P
S
|
647,831 | $9,004,847 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.20% | 1.62% |
#7
1
Prev: #6
|
0.5 |
—
|
-57,170 | -22.6% |
P
S
|
195,769 | $8,905,525 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 0.98% | 0.92% |
#8
2
Prev: #10
|
2.4 |
—
|
13,885 | 11.3% |
P
S
|
136,459 | $7,300,556 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
UITB
VICTORY PORTFOL...
|
ETF | 0.96% | 0.90% |
#9
2
Prev: #11
|
2.4 |
—
|
15,656 | 11.5% |
P
S
|
152,068 | $7,122,561 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IEF
ISHARES TR
|
ETF | 0.86% | 0.97% |
#10
3
Prev: #7
|
0.8 |
—
|
-4,450 | -6.1% |
P
S
|
68,061 | $6,436,510 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.77% | 0.68% |
#11
3
Prev: #14
|
0.8 |
—
|
687 | 2.5% |
P
S
|
28,500 | $5,702,665 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IG
PRINCIPAL EXCHA...
|
ETF | 0.71% | 0.66% |
#12
3
Prev: #15
|
2.3 |
—
|
30,221 | 13.3% |
P
S
|
256,849 | $5,307,777 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SOXX
ISHARES TR
|
ETF | 0.70% | 0.36% |
#13
11
Prev: #24
|
0.8 |
—
|
289 | 3.7% |
P
S
|
8,117 | $5,201,204 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TIP
ISHARES TR
|
ETF | 0.66% | 0.94% |
#14
6
Prev: #8
|
0.3 |
—
|
-15,783 | -26.0% |
P
S
|
44,849 | $4,907,780 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GTO
INVESCO ACTIVEL...
|
ETF | 0.66% | 0.93% |
#15
6
Prev: #9
|
0.3 |
—
|
-37,292 | -26.3% |
P
S
|
104,378 | $4,892,218 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
HYG
ISHARES TR
|
ETF | 0.64% | 0.81% |
#16
4
Prev: #12
|
0.8 |
—
|
-12,722 | -17.5% |
P
S
|
59,809 | $4,782,966 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FALN
ISHARES TR
|
ETF | 0.57% | 0.69% |
#17
4
Prev: #13
|
0.7 |
—
|
-27,140 | -14.7% |
P
S
|
156,998 | $4,276,612 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
EEM
ISHARES TR
|
ETF | 0.56% | — |
#18
Prev: #—
|
3.7 |
—
|
60,971 | — |
NEW
|
60,971 | $4,171,026 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.54% | 0.65% |
#19
3
Prev: #16
|
0.7 |
—
|
605 | 1.1% |
P
S
|
53,352 | $4,028,610 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SNPE
DBX ETF TR
|
ETF | 0.50% | 0.43% |
#20
2
Prev: #22
|
2.2 |
—
|
2,818 | 5.5% |
P
S
|
54,015 | $3,719,461 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SNDK
SANDISK CORP
|
Technology | 0.49% | 0.14% |
#21
30
Prev: #51
|
0.7 |
—
|
7 | 0.4% |
P
S
|
1,607 | $3,653,884 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
UTWO
RBB FD INC
|
Unknown | 0.47% | 0.40% |
#22
1
Prev: #23
|
2.7 |
—
|
14,305 | 24.3% |
P
S
|
73,213 | $3,511,303 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
EMB
ISHARES TR
|
ETF | 0.47% | 0.62% |
#23
6
Prev: #17
|
0.2 |
—
|
-10,791 | -22.9% |
P
S
|
36,230 | $3,493,988 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
UMI
USCF ETF TR
|
ETF | 0.45% | 0.43% |
#24
3
Prev: #21
|
2.2 |
—
|
4,726 | 9.0% |
P
S
|
57,492 | $3,382,811 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.44% | 0.33% |
#25
1
Prev: #26
|
2.2 |
—
|
954 | 12.4% |
P
S
|
8,666 | $3,273,530 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AAPL
APPLE INC
|
Technology | 0.40% | 0.35% |
#26
1
Prev: #25
|
2.2 |
—
|
532 | 5.5% |
P
S
|
10,293 | $2,978,327 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MUB
ISHARES TR
|
ETF | 0.37% | 0.50% |
#27
9
Prev: #18
|
0.1 |
—
|
-7,644 | -22.8% |
P
S
|
25,935 | $2,791,125 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JPLD
J P MORGAN EXCH...
|
Unknown | 0.37% | — |
#28
Prev: #—
|
3.6 |
—
|
53,268 | — |
NEW
|
53,268 | $2,780,057 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 0.36% | 0.27% |
#29
5
Prev: #34
|
2.1 |
—
|
2,529 | 14.4% |
P
S
|
20,058 | $2,672,752 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
LQDB
ISHARES TR
|
ETF | 0.35% | 0.33% |
#30
2
Prev: #28
|
2.1 |
—
|
3,299 | 12.2% |
P
S
|
30,240 | $2,614,668 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.35% | 0.32% |
#31
2
Prev: #29
|
0.6 |
—
|
-52 | -0.5% |
P
S
|
10,828 | $2,580,746 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CMBS
ISHARES TR
|
ETF | 0.34% | 0.48% |
#32
13
Prev: #19
|
0.1 |
—
|
-18,170 | -25.6% |
P
S
|
52,683 | $2,563,033 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.32% | 0.28% |
#33
Prev: #33
|
2.1 |
—
|
1,060 | 5.8% |
P
S
|
19,384 | $2,418,302 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.32% | 0.47% |
#34
14
Prev: #20
|
0.1 |
—
|
-10,186 | -28.0% |
P
S
|
26,129 | $2,409,316 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TBG
EA SERIES TRUST
|
ETF | 0.32% | 0.30% |
#35
3
Prev: #32
|
2.1 |
—
|
4,609 | 7.6% |
P
S
|
65,119 | $2,374,239 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.31% | 0.31% |
#36
5
Prev: #31
|
0.6 |
—
|
280 | 1.3% |
P
S
|
22,551 | $2,323,908 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BSMU
INVESCO EXCH TR...
|
ETF | 0.31% | 0.32% |
#37
7
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
103,724 | $2,273,474 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AAXJ
ISHARES TR
|
ETF | 0.30% | 0.13% |
#38
17
Prev: #55
|
3.1 |
—
|
8,664 | 87.4% |
P
S
|
18,578 | $2,216,902 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TACK
CAPITOL SER TR
|
ETF | 0.27% | 0.26% |
#39
1
Prev: #38
|
0.6 |
—
|
2,088 | 3.4% |
P
S
|
63,671 | $2,013,858 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DBEF
DBX ETF TR
|
ETF | 0.25% | 0.20% |
#40
3
Prev: #43
|
2.6 |
—
|
6,107 | 21.6% |
P
S
|
34,329 | $1,875,400 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.25% | 0.17% |
#41
5
Prev: #46
|
0.6 |
—
|
-300 | -1.9% |
P
S
|
15,539 | $1,825,211 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.23% | 0.18% |
#42
2
Prev: #44
|
0.6 |
—
|
-54 | -1.0% |
P
S
|
5,206 | $1,743,087 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.23% | 0.33% |
#43
16
Prev: #27
|
0.1 |
—
|
-7,494 | -25.5% |
P
S
|
21,892 | $1,730,091 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.22% | 0.27% |
#44
8
Prev: #36
|
0.6 |
—
|
61 | 1.4% |
P
S
|
4,543 | $1,673,550 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.22% | 0.26% |
#45
8
Prev: #37
|
0.6 |
—
|
1 | 0.0% |
P
S
|
9,472 | $1,664,988 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 0.22% | 0.27% |
#46
11
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
54,476 | $1,643,541 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.22% | 0.15% |
#47
3
Prev: #50
|
0.6 |
—
|
-218 | -3.8% |
P
S
|
5,469 | $1,630,145 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.21% | 0.17% |
#48
3
Prev: #45
|
2.1 |
—
|
3,283 | 19.8% |
P
S
|
19,843 | $1,536,214 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ZALT
INNOVATOR ETFS ...
|
ETF | 0.21% | 0.22% |
#49
9
Prev: #40
|
0.6 |
—
|
-4,044 | -8.2% |
P
S
|
45,284 | $1,533,769 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.20% | 0.22% |
#50
9
Prev: #41
|
2.1 |
—
|
1,485 | 15.8% |
P
S
|
10,901 | $1,490,397 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-50 of 143 holdings