2026 Q3 Portfolio Activity
In 2026 Q3, Insight Wealth Partners, LLC maintained a portfolio of 148 distinct positions. The most significant new addition was INNOVATOR ETFS TRUST, now representing 0.16% of the total fund value. They heavily accumulated shares in SEAGATE TECHNOLOGY HLDNGS PL, increasing the position by 245.1%. Conversely, Insight Wealth Partners, LLC completely exited their position in STATE STR SPDR S&P 500 ETF T.
Position History
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Total Positions
148
Quarter
2026 Q3
Top Holding
SPY (60.5%)
Top 10 Concentration
77.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 148
Insight Wealth Partners, LLC Full Holdings List — 2026 Q3
| 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
CALL
STATE STR SPDR ...
|
CALL Option | 60.53% | — |
#1
Prev: #—
|
9.5 |
—
|
602,500 | — |
NEW
|
602,500 | $459,484,575 |
$427.51
+76.5%
|
2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
SPXL
CALL
DIREXION SHARES...
|
CALL Option | 5.44% | — |
#2
Prev: #—
|
7.2 |
—
|
146,800 | — |
NEW
|
146,800 | $41,265,480 |
$92.28
+187.3%
|
2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.67% | 3.08% |
#3
Prev: #3
|
2.6 |
—
|
-18,655 | -6.7% |
P
S
|
258,777 | $20,264,845 |
$84.09
-6.5%
|
2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
SPXL
DIREXION SHARES...
|
ETF | 2.25% | 6.41% |
#4
2
Prev: #2
|
1.4 |
—
|
-115,466 | -65.5% |
P
S
|
60,783 | $17,086,083 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.47% | 1.63% |
#5
1
Prev: #4
|
1.6 |
—
|
-19,090 | -8.0% |
P
S
|
220,989 | $11,131,191 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
LQD
ISHARES TR
|
ETF | 1.46% | 1.56% |
#6
1
Prev: #5
|
1.1 |
—
|
2,264 | 2.1% |
P
S
|
108,790 | $11,116,079 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.19% | 1.20% |
#7
Prev: #7
|
2.5 |
—
|
12,548 | 6.4% |
P
S
|
208,317 | $9,020,113 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
F
FORD MTR CO
|
Consumer Cyclical | 1.03% | 1.21% |
#8
2
Prev: #6
|
0.9 |
—
|
399 | 0.1% |
P
S
|
648,230 | $7,817,651 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 0.95% | 0.98% |
#9
1
Prev: #8
|
0.9 |
—
|
4,325 | 3.2% |
P
S
|
140,784 | $7,196,878 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
UITB
VICTORY PORTFOL...
|
ETF | 0.92% | 0.96% |
#10
1
Prev: #9
|
0.9 |
—
|
4,871 | 3.2% |
P
S
|
156,939 | $7,006,322 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IEF
ISHARES TR
|
ETF | 0.79% | 0.86% |
#11
1
Prev: #10
|
0.8 |
—
|
-1,250 | -1.8% |
P
S
|
66,811 | $5,966,914 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.77% | 0.77% |
#12
1
Prev: #11
|
0.8 |
—
|
-2,951 | -10.4% |
P
S
|
25,549 | $5,834,976 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
GTO
INVESCO ACTIVEL...
|
ETF | 0.65% | 0.66% |
#13
2
Prev: #15
|
2.3 |
—
|
5,806 | 5.6% |
P
S
|
110,184 | $4,913,124 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
TIP
ISHARES TR
|
ETF | 0.65% | 0.66% |
#14
Prev: #14
|
2.3 |
—
|
2,348 | 5.2% |
P
S
|
47,197 | $4,910,384 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IG
PRINCIPAL EXCHA...
|
ETF | 0.65% | 0.71% |
#15
3
Prev: #12
|
0.8 |
—
|
-6,269 | -2.4% |
P
S
|
250,580 | $4,901,372 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
HYG
ISHARES TR
|
ETF | 0.61% | 0.64% |
#16
Prev: #16
|
0.7 |
—
|
-293 | -0.5% |
P
S
|
59,516 | $4,595,197 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
FALN
ISHARES TR
|
ETF | 0.57% | 0.57% |
#17
Prev: #17
|
2.2 |
—
|
9,183 | 5.8% |
P
S
|
166,181 | $4,309,078 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.55% | 0.54% |
#18
1
Prev: #19
|
0.7 |
—
|
-345 | -0.6% |
P
S
|
53,007 | $4,139,811 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SOXX
ISHARES TR
|
ETF | 0.53% | 0.70% |
#19
6
Prev: #13
|
0.7 |
—
|
-1,078 | -13.3% |
P
S
|
7,039 | $4,002,676 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
EEM
CALL
ISHARES TR
|
CALL Option | 0.52% | — |
#20
Prev: #—
|
3.7 |
—
|
58,600 | — |
NEW
|
58,600 | $3,913,894 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
UMI
USCF ETF TR
|
ETF | 0.50% | 0.45% |
#21
3
Prev: #24
|
2.2 |
—
|
9,873 | 17.2% |
P
S
|
67,365 | $3,810,824 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
UTWO
RBB FD INC
|
Unknown | 0.46% | 0.47% |
#22
Prev: #22
|
0.7 |
—
|
189 | 0.3% |
P
S
|
73,402 | $3,474,835 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SNPE
DBX ETF TR
|
ETF | 0.44% | 0.50% |
#23
3
Prev: #20
|
0.7 |
—
|
-5,893 | -10.9% |
P
S
|
48,122 | $3,365,174 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
JPLD
J P MORGAN EXCH...
|
Unknown | 0.44% | 0.37% |
#24
4
Prev: #28
|
2.7 |
—
|
11,220 | 21.1% |
P
S
|
64,488 | $3,315,312 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
EMB
ISHARES TR
|
ETF | 0.43% | 0.47% |
#25
2
Prev: #23
|
0.7 |
—
|
-368 | -1.0% |
P
S
|
35,862 | $3,257,672 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AAPL
APPLE INC
|
Technology | 0.42% | 0.40% |
#26
Prev: #26
|
0.7 |
—
|
-677 | -6.6% |
P
S
|
9,616 | $3,202,158 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.38% | 0.44% |
#27
2
Prev: #25
|
0.7 |
—
|
-533 | -6.2% |
P
S
|
8,133 | $2,856,322 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
TBG
EA SERIES TRUST
|
ETF | 0.36% | 0.32% |
#28
7
Prev: #35
|
2.1 |
—
|
11,239 | 17.3% |
P
S
|
76,358 | $2,756,535 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SNDK
SANDISK CORP
|
Technology | 0.35% | 0.49% |
#29
8
Prev: #21
|
0.6 |
—
|
-84 | -5.2% |
P
S
|
1,523 | $2,649,852 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.35% | 0.35% |
#30
1
Prev: #31
|
0.6 |
—
|
-221 | -2.0% |
P
S
|
10,607 | $2,642,734 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MUB
ISHARES TR
|
ETF | 0.35% | 0.37% |
#31
4
Prev: #27
|
0.6 |
—
|
156 | 0.6% |
P
S
|
26,091 | $2,637,800 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CMBS
ISHARES TR
|
ETF | 0.34% | 0.34% |
#32
Prev: #32
|
0.6 |
—
|
2,133 | 4.0% |
P
S
|
54,816 | $2,591,692 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
LQDB
ISHARES TR
|
ETF | 0.32% | 0.35% |
#33
3
Prev: #30
|
0.6 |
—
|
-999 | -3.3% |
P
S
|
29,241 | $2,405,157 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.31% | 0.32% |
#34
Prev: #34
|
0.6 |
—
|
1,174 | 4.5% |
P
S
|
27,303 | $2,375,126 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AAXJ
ISHARES TR
|
ETF | 0.30% | 0.30% |
#35
3
Prev: #38
|
0.6 |
—
|
727 | 3.9% |
P
S
|
19,305 | $2,247,814 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.29% | 0.31% |
#36
Prev: #36
|
0.6 |
—
|
-2,208 | -9.8% |
P
S
|
20,343 | $2,225,156 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
BSMU
INVESCO EXCH TR...
|
ETF | 0.28% | 0.31% |
#37
Prev: #37
|
0.6 |
—
|
-1,332 | -1.3% |
P
S
|
102,392 | $2,139,389 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.27% | 0.32% |
#38
5
Prev: #33
|
0.6 |
—
|
-1,664 | -8.6% |
P
S
|
17,720 | $2,086,839 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
TACK
CAPITOL SER TR
|
ETF | 0.27% | 0.27% |
#39
Prev: #39
|
0.6 |
—
|
1,242 | 2.0% |
P
S
|
64,913 | $2,036,330 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.26% | 0.22% |
#40
7
Prev: #47
|
2.6 |
—
|
1,508 | 27.6% |
P
S
|
6,977 | $1,954,188 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.25% | 60.34% |
#41
40
Prev: #1
|
0.1 |
—
|
-599,362 | -99.6% |
P
S
|
2,465 | $1,879,923 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ZALT
INNOVATOR ETFS ...
|
ETF | 0.24% | 0.21% |
#42
7
Prev: #49
|
2.1 |
—
|
7,780 | 17.2% |
P
S
|
53,064 | $1,832,831 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.24% | 0.20% |
#43
7
Prev: #50
|
0.6 |
—
|
278 | 2.6% |
P
S
|
11,179 | $1,819,397 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 0.24% | 0.36% |
#44
15
Prev: #29
|
0.6 |
—
|
-2,441 | -12.2% |
P
S
|
17,617 | $1,818,798 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
DBEF
DBX ETF TR
|
ETF | 0.23% | 0.25% |
#45
5
Prev: #40
|
0.6 |
—
|
-1,881 | -5.5% |
P
S
|
32,448 | $1,783,000 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.23% | 0.22% |
#46
1
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
9,472 | $1,741,048 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 0.22% | 0.22% |
#47
1
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
54,476 | $1,703,465 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.22% | 0.19% |
#48
3
Prev: #51
|
0.6 |
—
|
-27 | -0.3% |
P
S
|
8,303 | $1,695,563 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.22% | 0.25% |
#49
8
Prev: #41
|
0.6 |
—
|
-8 | -0.1% |
P
S
|
15,531 | $1,671,602 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.22% | 0.23% |
#50
7
Prev: #43
|
0.6 |
—
|
-398 | -1.8% |
P
S
|
21,494 | $1,660,448 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 |
Showing 1-50 of 148 holdings