Insight Wealth Partners, LLC
CIK 0001627003
Annualised vol
1.155686%
Beta
0.053566
HHI
3710.044987
Top-10 weight
78.220564%
VaR 95%
0.10906%
VaR 99%
0.199302%
Max drawdown
1.962949%
Matched value
5.186195%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| NVDA | ADDED | 28,500 | 27,813 | 2.47% | 5,702,665 |
| SNDK | ADDED | 1,607 | 1,600 | 0.44% | 3,653,884 |
| AVGO | ADDED | 8,666 | 7,712 | 12.37% | 3,273,530 |
| AAPL | ADDED | 10,293 | 9,761 | 5.45% | 2,978,327 |
| AMZN | REDUCED | 10,828 | 10,880 | -0.48% | 2,580,746 |
| VRT | REDUCED | 5,206 | 5,260 | -1.03% | 1,743,087 |
| FANG | ADDED | 9,472 | 9,471 | 0.01% | 1,664,988 |
| GOOGL | ADDED | 4,471 | 4,201 | 6.43% | 1,593,824 |
| CVX | ADDED | 8,330 | 2,086 | 299.33% | 1,380,850 |
| TSLA | ADDED | 2,605 | 2,535 | 2.76% | 1,095,663 |
| JPM | REDUCED | 2,785 | 2,894 | -3.77% | 911,755 |
| PCAR | UNCHANGED | 7,564 | 7,564 | 0.0% | 908,588 |
| MSFT | REDUCED | 2,320 | 2,327 | -0.3% | 865,504 |
| CALY | REDUCED | 32,511 | 32,632 | -0.37% | 610,882 |
| DUK | NEW | 4,813 | - | - | 609,230 |
| PLTR | REDUCED | 4,837 | 4,855 | -0.37% | 564,333 |
| META | REDUCED | 979 | 1,089 | -10.1% | 551,504 |
| DELL | NEW | 1,249 | - | - | 538,894 |
| ABBV | REDUCED | 2,038 | 2,489 | -18.12% | 512,842 |
| ECL | REDUCED | 1,587 | 1,684 | -5.76% | 442,154 |
| AMD | NEW | 751 | - | - | 436,263 |
| CAT | NEW | 403 | - | - | 429,155 |
| EVR | REDUCED | 1,223 | 1,254 | -2.47% | 417,581 |
| MIRM | NEW | 3,374 | - | - | 394,994 |
| MU | NEW | 310 | - | - | 357,830 |
| ENB | NEW | 6,542 | - | - | 354,642 |
| C | NEW | 2,491 | - | - | 348,640 |
| COP | ADDED | 3,050 | 3,020 | 0.99% | 317,036 |
| CAMT | NEW | 1,911 | - | - | 311,722 |
| PEP | ADDED | 2,281 | 2,262 | 0.84% | 308,847 |
| LLY | REDUCED | 255 | 307 | -16.94% | 305,779 |
| HPE | NEW | 6,634 | - | - | 299,260 |
| DE | UNCHANGED | 468 | 468 | 0.0% | 296,866 |
| KO | ADDED | 3,636 | 3,452 | 5.33% | 295,510 |
| PANW | NEW | 799 | - | - | 272,475 |
| COST | ADDED | 287 | 263 | 9.13% | 268,480 |
| TNK | REDUCED | 3,973 | 4,026 | -1.32% | 257,729 |
| CL | UNCHANGED | 2,439 | 2,439 | 0.0% | 223,608 |
| MO | NEW | 2,947 | - | - | 212,037 |
| VTIX | UNCHANGED | 48,298 | 48,298 | 0.0% | 147,309 |
| UIS | UNCHANGED | 32,859 | 32,859 | 0.0% | 120,264 |
| DBI | NEW | 11,625 | - | - | 67,774 |
| AA | CLOSED OUT | 0 | 13,981 | -100.0% | 0 |
| RTX | CLOSED OUT | 0 | 5,757 | -100.0% | 0 |
| BP | CLOSED OUT | 0 | 5,566 | -100.0% | 0 |
| WMT | CLOSED OUT | 0 | 3,875 | -100.0% | 0 |
| GS | CLOSED OUT | 0 | 240 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 449,426,317 | 60.34 | 601827.0 | |
| - | DIREXION SHARES ETF TRUST | DA 500 BU 3X ETF | 25459W862 | 47,705,206 | 6.41 | 176249.0 | |
| - | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 22,929,741 | 3.08 | 277432.0 | |
| - | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | 12,140,815 | 1.63 | 240079.0 | |
| - | ISHARES TR | IBOXX INV CP ETF | 464287242 | 11,618,820 | 1.56 | 106526.0 | |
| - | FORD MTR CO | COM | 345370860 | 9,004,847 | 1.21 | 647831.0 | |
| - | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 8,905,525 | 1.2 | 195769.0 | |
| - | J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | 7,300,556 | 0.98 | 136459.0 | |
| - | VICTORY PORTFOLIOS II | CORE BD ETF | 92647N527 | 7,122,561 | 0.96 | 152068.0 | |
| - | ISHARES TR | 7-10 YR TRSY BD | 464287440 | 6,436,510 | 0.86 | 68061.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 5,702,665 | 0.77 | 28500.0 |
| - | PRINCIPAL EXCHANGE TRADED FD | PRNC INVT GRAD | 74255Y821 | 5,307,777 | 0.71 | 256849.0 | |
| - | ISHARES TR | ISHARES SEMICDTR | 464287523 | 5,201,204 | 0.7 | 8117.0 | |
| - | ISHARES TR | TIPS BD ETF | 464287176 | 4,907,780 | 0.66 | 44849.0 | |
| - | INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | 4,892,218 | 0.66 | 104378.0 | |
| - | ISHARES TR | IBOXX HI YD ETF | 464288513 | 4,782,966 | 0.64 | 59809.0 | |
| - | ISHARES TR | FALN ANGLS USD | 46435G474 | 4,276,612 | 0.57 | 156998.0 | |
| - | ISHARES TR | MSCI EMG MKT ETF | 464287234 | 4,171,026 | 0.56 | 60971.0 | |
| - | ISHARES GOLD TR | ISHARES NEW | 464285204 | 4,028,610 | 0.54 | 53352.0 | |
| - | DBX ETF TR | XTRACKRS S&P 500 | 233051143 | 3,719,461 | 0.5 | 54015.0 | |
| SNDK | ADDED | SANDISK CORP | COM | 80004C200 | 3,653,884 | 0.49 | 1607.0 |
| - | RBB FD INC | US TREASY 2 YR | 74933W486 | 3,511,303 | 0.47 | 73213.0 | |
| - | ISHARES TR | JPMORGAN USD EMG | 464288281 | 3,493,988 | 0.47 | 36230.0 | |
| - | USCF ETF TR | MIDS ENE INC ETF | 90290T882 | 3,382,811 | 0.45 | 57492.0 | |
| AVGO | ADDED | BROADCOM INC | COM | 11135F101 | 3,273,530 | 0.44 | 8666.0 |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 2,978,327 | 0.4 | 10293.0 |
| - | ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,791,125 | 0.37 | 25935.0 | |
| - | J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 46654Q773 | 2,780,057 | 0.37 | 53268.0 | |
| - | FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | 2,672,752 | 0.36 | 20058.0 | |
| - | ISHARES TR | BBB RATED CORP | 46436E494 | 2,614,668 | 0.35 | 30240.0 | |
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 2,580,746 | 0.35 | 10828.0 |
| - | ISHARES TR | CMBS ETF | 46429B366 | 2,563,033 | 0.34 | 52683.0 | |
| - | AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 2,418,302 | 0.32 | 19384.0 | |
| - | PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 2,409,316 | 0.32 | 26129.0 | |
| - | EA SERIES TRUST | TBG DIVID FO ETF | 02072L375 | 2,374,239 | 0.32 | 65119.0 | |
| - | AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 2,323,908 | 0.31 | 22551.0 | |
| - | INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 46138J445 | 2,273,474 | 0.31 | 103724.0 | |
| - | ISHARES TR | MSCI AC ASIA ETF | 464288182 | 2,216,902 | 0.3 | 18578.0 | |
| - | CAPITOL SER TR | FAIR TA SECT ETF | 14064D550 | 2,013,858 | 0.27 | 63671.0 | |
| - | DBX ETF TR | XTRACK MSCI EAFE | 233051200 | 1,875,400 | 0.25 | 34329.0 | |
| - | CISCO SYS INC | COM | 17275R102 | 1,825,211 | 0.25 | 15539.0 | |
| VRT | REDUCED | VERTIV HOLDINGS CO | COM CL A | 92537N108 | 1,743,087 | 0.23 | 5206.0 |
| - | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 1,730,091 | 0.23 | 21892.0 | |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 1,673,550 | 0.22 | 4543.0 | |
| FANG | ADDED | DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,664,988 | 0.22 | 9472.0 |
| - | SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | 1,643,541 | 0.22 | 54476.0 | |
| - | TEXAS INSTRS INC | COM | 882508104 | 1,630,145 | 0.22 | 5469.0 | |
| - | AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | 1,536,214 | 0.21 | 19843.0 | |
| - | INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 | 1,533,769 | 0.21 | 45284.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 1,490,397 | 0.2 | 10901.0 | |
| CVX | ADDED | CHEVRON CORPORATION | COM | 166764100 | 1,380,850 | 0.19 | 8330.0 |
| - | SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,340,166 | 0.18 | 39603.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 1,227,264 | 0.16 | 3434.0 |
| - | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 1,164,074 | 0.16 | 36710.0 | |
| - | PACER FDS TR | US CASH COWS 100 | 69374H881 | 1,152,911 | 0.15 | 18536.0 | |
| TSLA | ADDED | TESLA INC | COM | 88160R101 | 1,095,663 | 0.15 | 2605.0 |
| - | ISHARES TR | US INFRASTRUC | 46435U713 | 1,037,181 | 0.14 | 16453.0 | |
| - | DIREXION SHARES ETF TRUST | DAILY 500 2X ETF | 25459Y165 | 1,008,196 | 0.14 | 4676.0 | |
| - | ETF SER SOLUTIONS | VIDENT US BOND | 26922A602 | 988,338 | 0.13 | 22653.0 | |
| - | INNOVATOR ETFS TRUST | EQUITY 1YR JANUA | 45784N817 | 975,220 | 0.13 | 34836.0 | |
| - | PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | 940,162 | 0.13 | 18974.0 | |
| - | ETF SER SOLUTIONS | CLEARSHS ULTRA | 26922A453 | 939,204 | 0.13 | 9385.0 | |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 934,003 | 0.13 | 1247.0 | |
| - | INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | 914,939 | 0.12 | 44927.0 | |
| JPM | REDUCED | JPMORGAN CHASE & CO | COM | 46625H100 | 911,755 | 0.12 | 2785.0 |
| PCAR | UNCHANGED | PACCAR INC | COM | 693718108 | 908,588 | 0.12 | 7564.0 |
| MSFT | REDUCED | MICROSOFT CORP | COM | 594918104 | 865,504 | 0.12 | 2320.0 |
| - | WESTERN ASSET PREMIER BD FD | SHS BEN INT | 957664105 | 851,480 | 0.11 | 79951.0 | |
| - | SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | 809,271 | 0.11 | 5101.0 | |
| - | VALMONT INDS INC | COM | 920253101 | 801,131 | 0.11 | 1387.0 | |
| - | THORNBURG ETF TR | MULTI SECTOR BD | 88521L207 | 777,713 | 0.1 | 30679.0 | |
| - | VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 743,855 | 0.1 | 9859.0 | |
| - | AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 733,184 | 0.1 | 8038.0 | |
| - | TJX COS INC NEW | COM | 872540109 | 663,116 | 0.09 | 4377.0 | |
| - | ISHARES TR | CORE UNIVRSL USD | 46434V613 | 634,411 | 0.09 | 13747.0 | |
| - | ISHARES TR | TRUST ISHARE 0-1 | 464288679 | 619,726 | 0.08 | 5616.0 | |
| CALY | REDUCED | CALLAWAY GOLF CO | COM | 131193104 | 610,882 | 0.08 | 32511.0 |
| DUK | NEW | DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 609,230 | 0.08 | 4813.0 |
| - | INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 | 601,947 | 0.08 | 12163.0 | |
| - | INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | 579,290 | 0.08 | 29533.0 | |
| PLTR | REDUCED | PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 564,333 | 0.08 | 4837.0 |
| META | REDUCED | META PLATFORMS INC | CL A | 30303M102 | 551,504 | 0.07 | 979.0 |
| - | INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | 551,250 | 0.07 | 29677.0 | |
| DELL | NEW | DELL TECHNOLOGIES INC | CL C | 24703L202 | 538,894 | 0.07 | 1249.0 |
| ABBV | REDUCED | ABBVIE INC | COM | 00287Y109 | 512,842 | 0.07 | 2038.0 |
| ECL | REDUCED | ECOLAB INC | COM | 278865100 | 442,154 | 0.06 | 1587.0 |
| AMD | NEW | ADVANCED MICRO DEVICES INC | COM | 007903107 | 436,263 | 0.06 | 751.0 |
| CAT | NEW | CATERPILLAR INC | COM | 149123101 | 429,155 | 0.06 | 403.0 |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 427,099 | 0.06 | 4315.0 | |
| - | ISHARES TR | CORE 80 20 ETF | 464289859 | 421,643 | 0.06 | 4320.0 | |
| EVR | REDUCED | EVERCORE INC | CLASS A | 29977A105 | 417,581 | 0.06 | 1223.0 |
| - | ISHARES TR | CORE DIV GRWTH | 46434V621 | 401,081 | 0.05 | 5292.0 | |
| MIRM | NEW | MIRUM PHARMACEUTICALS INC | COM | 604749101 | 394,994 | 0.05 | 3374.0 |
| - | ISHARES TR | CORE 30 70 ETF | 464289883 | 389,953 | 0.05 | 9401.0 | |
| - | PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | 377,565 | 0.05 | 7411.0 | |
| - | SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | 370,244 | 0.05 | 1305.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 366,560 | 0.05 | 1037.0 |
| - | ETF SER SOLUTIONS | VIDEN EQUIT ETF | 26922A404 | 357,878 | 0.05 | 9174.0 | |
| MU | NEW | MICRON TECHNOLOGY INC | COM | 595112103 | 357,830 | 0.05 | 310.0 |
| ENB | NEW | ENBRIDGE INC | COM | 29250N105 | 354,642 | 0.05 | 6542.0 |
| C | NEW | CITIGROUP INC | COM NEW | 172967424 | 348,640 | 0.05 | 2491.0 |
| - | INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | 331,710 | 0.04 | 16989.0 | |
| - | INNOVATOR ETFS TRUST | EQUI DEFI 1 APRI | 45784N726 | 327,965 | 0.04 | 12311.0 | |
| COP | ADDED | CONOCOPHILLIPS | COM | 20825C104 | 317,036 | 0.04 | 3050.0 |
| - | INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | 312,044 | 0.04 | 18747.0 | |
| CAMT | NEW | CAMTEK LTD | ORD | M20791105 | 311,722 | 0.04 | 1911.0 |
| PEP | ADDED | PEPSICO INC | COM | 713448108 | 308,847 | 0.04 | 2281.0 |
| - | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 305,905 | 0.04 | 317.0 | |
| LLY | REDUCED | ELI LILLY & CO | COM | 532457108 | 305,779 | 0.04 | 255.0 |
| - | ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 299,410 | 0.04 | 8145.0 | |
| HPE | NEW | HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 299,260 | 0.04 | 6634.0 |
| DE | UNCHANGED | DEERE & CO | COM | 244199105 | 296,866 | 0.04 | 468.0 |
| KO | ADDED | COCA COLA CO | COM | 191216100 | 295,510 | 0.04 | 3636.0 |
| - | INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | 291,552 | 0.04 | 12701.0 | |
| - | INNOVATOR ETFS TRUST | EQUI DEFI SEPT | 45784N106 | 287,002 | 0.04 | 10414.0 | |
| - | WP CAREY INC | COM | 92936U109 | 277,277 | 0.04 | 3878.0 | |
| - | TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 275,276 | 0.04 | 629.0 | |
| - | INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 45784N775 | 272,505 | 0.04 | 10487.0 | |
| PANW | NEW | PALO ALTO NETWORKS INC | COM | 697435105 | 272,475 | 0.04 | 799.0 |
| COST | ADDED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 268,480 | 0.04 | 287.0 |
| - | ISHARES TR | RUSSELL 2000 ETF | 464287655 | 265,898 | 0.04 | 885.0 | |
| - | ISHARES TR | ISHS 1-5YR INVS | 464288646 | 265,824 | 0.04 | 5072.0 | |
| TNK | REDUCED | TEEKAY TANKERS LTD | CL A | G8726X106 | 257,729 | 0.03 | 3973.0 |
| - | ISHARES TR | CORE 60 BALA ETF | 464289867 | 234,215 | 0.03 | 3370.0 | |
| - | INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 | 233,355 | 0.03 | 10443.0 | |
| CL | UNCHANGED | COLGATE PALMOLIVE CO | COM | 194162103 | 223,608 | 0.03 | 2439.0 |
| - | ISHARES TR | PFD AND INCM SEC | 464288687 | 214,497 | 0.03 | 7035.0 | |
| MO | NEW | ALTRIA GROUP INC | COM | 02209S103 | 212,037 | 0.03 | 2947.0 |
| - | ISHARES TR | MSCI ACWI EX US | 464288240 | 211,890 | 0.03 | 2784.0 | |
| - | ISHARES TR | 1 3 YR TREAS BD | 464287457 | 206,589 | 0.03 | 2516.0 | |
| - | ISHARES TR | 0-5YR HI YL CP | 46434V407 | 202,028 | 0.03 | 4764.0 | |
| - | ISHARES TR | S&P MC 400GR ETF | 464287606 | 200,455 | 0.03 | 1706.0 | |
| VTIX | UNCHANGED | VIRTUIX HOLDINGS INC. | COM CL A | 92835U101 | 147,309 | 0.02 | 48298.0 |
| UIS | UNCHANGED | UNISYS CORP | COM NEW | 909214306 | 120,264 | 0.02 | 32859.0 |
| DBI | NEW | DESIGNER BRANDS INC | CL A | 250565108 | 67,774 | 0.01 | 11625.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | 744,805,285 | 135 | 1.155686 | 0.053566 | 1.962949 |
| 2026-03-31 | 2026-05-14 | 712,992,621 | 120 | 0.976339 | 0.046295 | 1.814189 |
| 2025-12-31 | 2026-02-17 | 729,680,028 | 115 | 1.027184 | 0.04858 | 1.737462 |
| 2025-09-30 | 2025-11-12 | 328,330,029 | 115 | 2.150111 | 0.103321 | 3.609039 |
| 2025-03-31 | 2025-05-15 | 600,666,079 | 108 | 0.762964 | 0.03718 | 1.440426 |
| 2024-12-31 | 2025-02-14 | 729,975,438 | 95 | 0.745339 | 0.036198 | 1.339342 |