Insight Wealth Partners

Plano, TXfiles as Insight Wealth Partners, LLC

$745m in 135 US stocks at the end of 30 June 2026. The top 10 are 78.2% of the money. It changed about 62.8% of the portfolio this quarter.

Value

$745m

Stocks

135

Top 10 share

78.2%

Turnover

62.8%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TREEM
0.6% of the fund
J P Morgan Exchange Traded FJPLD
0.4% of the fund
Valmont IndustriesVMI
0.1% of the fund
Thornburg ETF TRTMB
0.1% of the fund
American Centy ETF TRAVLV
<0.1% of the fund
Duke EnergyDUK
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
CaterpillarCAT
<0.1% of the fund
Mirum PharmaceuticalsMIRM
<0.1% of the fund
Putnam ETF TrustPVAL
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
EnbridgeENB
<0.1% of the fund
CitigroupC
<0.1% of the fund
Innovator Etfs TrustZAPR
<0.1% of the fund
CamtekCAMT
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Hewlett Packard EnterpriseHPE
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Altria GroupMO
<0.1% of the fund
Ishares TRACWX
<0.1% of the fund
Ishares TRIJK
<0.1% of the fund
Designer BrandsDBI
<0.1% of the fund

Added

Bought more of a stock they already held.

State STR Spdr S&P 500 ETF TSPY
60.3% of the fund
+23003%
Direxion Shares ETF TrustSPXL
6.4% of the fund
+82%
Ford MotorF
1.2% of the fund
+1269%
J P Morgan Exchange Traded FJBND
1.0% of the fund
+11%
Victory Portfolios IIUITB
1.0% of the fund
+11%
NvidiaNVDA
0.8% of the fund
+2%
Principal Exchange Traded FDIG
0.7% of the fund
+13%
Ishares TRSOXX
0.7% of the fund
+4%
DBX ETF TRSNPE
0.5% of the fund
+6%
RBB FDUTWO
0.5% of the fund
+24%
Uscf ETF TRUMI
0.5% of the fund
+9%
BroadcomAVGO
0.4% of the fund
+12%
AppleAAPL
0.4% of the fund
+5%
First TR Exchange Traded FDAIRR
0.4% of the fund
+14%
Ishares TRLQDB
0.4% of the fund
+12%
American Centy ETF TRAVUV
0.3% of the fund
+6%
EA Series TrustTBG
0.3% of the fund
+8%
Ishares TRAAXJ
0.3% of the fund
+87%
Capitol SER TRTACK
0.3% of the fund
+3%
DBX ETF TRDBEF
0.3% of the fund
+22%
American Centy ETF TRAVIV
0.2% of the fund
+20%
ExxonMobil HoldingsXOM
0.2% of the fund
+16%
ChevronCVX
0.2% of the fund
+299%
TeslaTSLA
0.1% of the fund
+3%
Ishares TRIFRA
0.1% of the fund
+8%

Cut

Sold some of their stake.

J P Morgan Exchange Traded FJPST
1.6% of the fund
-13%
Ishares TRLQD
1.6% of the fund
-24%
Fidelity Merrimack STR TRFBND
1.2% of the fund
-23%
Ishares TRIEF
0.9% of the fund
-6%
Ishares TRTIP
0.7% of the fund
-26%
Invesco Actively Managed EXCGTO
0.7% of the fund
-26%
Ishares TRHYG
0.6% of the fund
-18%
Ishares TRFALN
0.6% of the fund
-15%
Ishares TREMB
0.5% of the fund
-23%
Ishares TRMUB
0.4% of the fund
-23%
Ishares TRCMBS
0.3% of the fund
-26%
Pimco ETF TRBOND
0.3% of the fund
-28%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
-26%
Texas InstrumentsTXN
0.2% of the fund
-4%
Innovator Etfs TrustZALT
0.2% of the fund
-8%
Pacer FDS TRCOWZ
0.2% of the fund
-23%
Pgim ETF TRPULS
0.1% of the fund
-3%
ETF SER SolutionsOPER
0.1% of the fund
-6%
JPMorgan ChaseJPM
0.1% of the fund
-4%
Western Asset Premier Bond FundWEA
0.1% of the fund
-8%
Ishares TRIUSB
<0.1% of the fund
-32%
Innovator Etfs TrustPJAN
<0.1% of the fund
-5%
Meta PlatformsMETA
<0.1% of the fund
-10%
AbbVieABBV
<0.1% of the fund
-18%
EcolabECL
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

RTXRTX
-100%
AlcoaAA
-100%
Ishares TRTOPT
-100%
WalmartWMT
-100%
BPBP
-100%
Goldman Sachs GroupGS
-100%

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
60.3%
Value
$449m
Shares
601,827
+23003%
Direxion Shares ETF TrustSPXL
Share
6.4%
Value
$48m
Shares
176,249
+82%
Vanguard Scottsdale FDSVCIT
Share
3.1%
Value
$23m
Shares
277,432
Held
J P Morgan Exchange Traded FJPST
Share
1.6%
Value
$12m
Shares
240,079
-13%
Ishares TRLQD
Share
1.6%
Value
$12m
Shares
106,526
-24%
Ford MotorF
Share
1.2%
Value
$9m
Shares
647,831
+1269%
Fidelity Merrimack STR TRFBND
Share
1.2%
Value
$9m
Shares
195,769
-23%
J P Morgan Exchange Traded FJBND
Share
1.0%
Value
$7m
Shares
136,459
+11%
Victory Portfolios IIUITB
Share
1.0%
Value
$7m
Shares
152,068
+11%
Ishares TRIEF
Share
0.9%
Value
$6m
Shares
68,061
-6%
NvidiaNVDA
Share
0.8%
Value
$6m
Shares
28,500
+2%
Principal Exchange Traded FDIG
Share
0.7%
Value
$5m
Shares
256,849
+13%
Ishares TRSOXX
Share
0.7%
Value
$5m
Shares
8,117
+4%
Ishares TRTIP
Share
0.7%
Value
$5m
Shares
44,849
-26%
Invesco Actively Managed EXCGTO
Share
0.7%
Value
$5m
Shares
104,378
-26%
Ishares TRHYG
Share
0.6%
Value
$5m
Shares
59,809
-18%
Ishares TRFALN
Share
0.6%
Value
$4m
Shares
156,998
-15%
Ishares TREEM
Share
0.6%
Value
$4m
Shares
60,971
New
Ishares Gold TRIAU
Share
0.5%
Value
$4m
Shares
53,352
Held
DBX ETF TRSNPE
Share
0.5%
Value
$4m
Shares
54,015
+6%
SandiskSNDK
Share
0.5%
Value
$4m
Shares
1,607
Held
RBB FDUTWO
Share
0.5%
Value
$4m
Shares
73,213
+24%
Ishares TREMB
Share
0.5%
Value
$3m
Shares
36,230
-23%
Uscf ETF TRUMI
Share
0.5%
Value
$3m
Shares
57,492
+9%
BroadcomAVGO
Share
0.4%
Value
$3m
Shares
8,666
+12%
AppleAAPL
Share
0.4%
Value
$3m
Shares
10,293
+5%
Ishares TRMUB
Share
0.4%
Value
$3m
Shares
25,935
-23%
J P Morgan Exchange Traded FJPLD
Share
0.4%
Value
$3m
Shares
53,268
New
First TR Exchange Traded FDAIRR
Share
0.4%
Value
$3m
Shares
20,058
+14%
Ishares TRLQDB
Share
0.4%
Value
$3m
Shares
30,240
+12%
Amazon.comAMZN
Share
0.3%
Value
$3m
Shares
10,828
Held
Ishares TRCMBS
Share
0.3%
Value
$3m
Shares
52,683
-26%
American Centy ETF TRAVUV
Share
0.3%
Value
$2m
Shares
19,384
+6%
Pimco ETF TRBOND
Share
0.3%
Value
$2m
Shares
26,129
-28%
EA Series TrustTBG
Share
0.3%
Value
$2m
Shares
65,119
+8%
American Centy ETF TRAVDV
Share
0.3%
Value
$2m
Shares
22,551
Held
Invesco Exch TRD SLF IDX FDBSMU
Share
0.3%
Value
$2m
Shares
103,724
Held
Ishares TRAAXJ
Share
0.3%
Value
$2m
Shares
18,578
+87%
Capitol SER TRTACK
Share
0.3%
Value
$2m
Shares
63,671
+3%
DBX ETF TRDBEF
Share
0.3%
Value
$2m
Shares
34,329
+22%
Cisco SystemsCSCO
Share
0.2%
Value
$2m
Shares
15,539
Held
Vertiv HoldingsVRT
Share
0.2%
Value
$2m
Shares
5,206
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$2m
Shares
21,892
-26%
Spdr Gold TRGLD
Share
0.2%
Value
$2m
Shares
4,543
Held
Diamondback EnergyFANG
Share
0.2%
Value
$2m
Shares
9,472
Held
Sprott Asset Management LPPHYS
Share
0.2%
Value
$2m
Shares
54,476
Held
Texas InstrumentsTXN
Share
0.2%
Value
$2m
Shares
5,469
-4%
American Centy ETF TRAVIV
Share
0.2%
Value
$2m
Shares
19,843
+20%
Innovator Etfs TrustZALT
Share
0.2%
Value
$2m
Shares
45,284
-8%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$1m
Shares
10,901
+16%
ChevronCVX
Share
0.2%
Value
$1m
Shares
8,330
+299%
Schwab Strategic TRSCHG
Share
0.2%
Value
$1m
Shares
39,603
Held
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
3,434
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$1m
Shares
36,710
Held
Pacer FDS TRCOWZ
Share
0.2%
Value
$1m
Shares
18,536
-23%
TeslaTSLA
Share
0.1%
Value
$1m
Shares
2,605
+3%
Ishares TRIFRA
Share
0.1%
Value
$1m
Shares
16,453
+8%
Direxion Shares ETF TrustSPUU
Share
0.1%
Value
$1m
Shares
4,676
Held
ETF SER SolutionsVBND
Share
0.1%
Value
$988,338
Shares
22,653
+11%
Innovator Etfs TrustZJAN
Share
0.1%
Value
$975,220
Shares
34,836
Held
Pgim ETF TRPULS
Share
0.1%
Value
$940,162
Shares
18,974
-3%
ETF SER SolutionsOPER
Share
0.1%
Value
$939,204
Shares
9,385
-6%
Ishares TRIVV
Share
0.1%
Value
$934,003
Shares
1,247
+15%
Invesco Exch TRD SLF IDX FDBSCS
Share
0.1%
Value
$914,939
Shares
44,927
+4%
JPMorgan ChaseJPM
Share
0.1%
Value
$911,755
Shares
2,785
-4%
PaccarPCAR
Share
0.1%
Value
$908,588
Shares
7,564
Held
MicrosoftMSFT
Share
0.1%
Value
$865,504
Shares
2,320
Held
Western Asset Premier Bond FundWEA
Share
0.1%
Value
$851,480
Shares
79,951
-8%
Select Sector Spdr TRXLV
Share
0.1%
Value
$809,271
Shares
5,101
+2%
Valmont IndustriesVMI
Share
0.1%
Value
$801,131
Shares
1,387
New
Thornburg ETF TRTMB
Share
0.1%
Value
$777,713
Shares
30,679
New
Vaneck ETF TrustGDX
Share
<0.1%
Value
$743,855
Shares
9,859
Held
American Centy ETF TRAVLV
Share
<0.1%
Value
$733,184
Shares
8,038
New
TJX CompaniesTJX
Share
<0.1%
Value
$663,116
Shares
4,377
Held
Ishares TRIUSB
Share
<0.1%
Value
$634,411
Shares
13,747
-32%
Ishares TRSHV
Share
<0.1%
Value
$619,726
Shares
5,616
+7%
Callaway GolfCALY
Share
<0.1%
Value
$610,882
Shares
32,511
Held
Duke EnergyDUK
Share
<0.1%
Value
$609,230
Shares
4,813
New
Innovator Etfs TrustPJAN
Share
<0.1%
Value
$601,947
Shares
12,163
-5%
Invesco Exch TRD SLF IDX FDBSCR
Share
<0.1%
Value
$579,290
Shares
29,533
Held
Palantir TechnologiesPLTR
Share
<0.1%
Value
$564,333
Shares
4,837
Held
Meta PlatformsMETA
Share
<0.1%
Value
$551,504
Shares
979
-10%
Invesco Exch TRD SLF IDX FDBSCT
Share
<0.1%
Value
$551,250
Shares
29,677
+3%
Dell TechnologiesDELL
Share
<0.1%
Value
$538,894
Shares
1,249
New
AbbVieABBV
Share
<0.1%
Value
$512,842
Shares
2,038
-18%
EcolabECL
Share
<0.1%
Value
$442,154
Shares
1,587
-6%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$436,263
Shares
751
New
CaterpillarCAT
Share
<0.1%
Value
$429,155
Shares
403
New
Ishares TRAGG
Share
<0.1%
Value
$427,099
Shares
4,315
-8%
Ishares TRAOA
Share
<0.1%
Value
$421,643
Shares
4,320
+16%
EvercoreEVR
Share
<0.1%
Value
$417,581
Shares
1,223
-2%
Ishares TRDGRO
Share
<0.1%
Value
$401,081
Shares
5,292
-4%
Mirum PharmaceuticalsMIRM
Share
<0.1%
Value
$394,994
Shares
3,374
New
Ishares Core 30/70AOK
Share
<0.1%
Value
$389,953
Shares
9,401
Held
Putnam ETF TrustPVAL
Share
<0.1%
Value
$377,565
Shares
7,411
New
Spdr Series TrustXAR
Share
<0.1%
Value
$370,244
Shares
1,305
+28%
AlphabetGOOG
Share
<0.1%
Value
$366,560
Shares
1,037
+43%
ETF SER SolutionsVIDI
Share
<0.1%
Value
$357,878
Shares
9,174
+47%
Micron TechnologyMU
Share
<0.1%
Value
$357,830
Shares
310
New
EnbridgeENB
Share
<0.1%
Value
$354,642
Shares
6,542
New

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	60.3%	$449m	601,827	+23003%
Direxion Shares ETF TrustSPXL	6.4%	$48m	176,249	+82%
Vanguard Scottsdale FDSVCIT	3.1%	$23m	277,432	Held
J P Morgan Exchange Traded FJPST	1.6%	$12m	240,079	-13%
Ishares TRLQD	1.6%	$12m	106,526	-24%
Ford MotorF	1.2%	$9m	647,831	+1269%
Fidelity Merrimack STR TRFBND	1.2%	$9m	195,769	-23%
J P Morgan Exchange Traded FJBND	1.0%	$7m	136,459	+11%
Victory Portfolios IIUITB	1.0%	$7m	152,068	+11%
Ishares TRIEF	0.9%	$6m	68,061	-6%
NvidiaNVDA	0.8%	$6m	28,500	+2%
Principal Exchange Traded FDIG	0.7%	$5m	256,849	+13%
Ishares TRSOXX	0.7%	$5m	8,117	+4%
Ishares TRTIP	0.7%	$5m	44,849	-26%
Invesco Actively Managed EXCGTO	0.7%	$5m	104,378	-26%
Ishares TRHYG	0.6%	$5m	59,809	-18%
Ishares TRFALN	0.6%	$4m	156,998	-15%
Ishares TREEM	0.6%	$4m	60,971	New
Ishares Gold TRIAU	0.5%	$4m	53,352	Held
DBX ETF TRSNPE	0.5%	$4m	54,015	+6%
SandiskSNDK	0.5%	$4m	1,607	Held
RBB FDUTWO	0.5%	$4m	73,213	+24%
Ishares TREMB	0.5%	$3m	36,230	-23%
Uscf ETF TRUMI	0.5%	$3m	57,492	+9%
BroadcomAVGO	0.4%	$3m	8,666	+12%
AppleAAPL	0.4%	$3m	10,293	+5%
Ishares TRMUB	0.4%	$3m	25,935	-23%
J P Morgan Exchange Traded FJPLD	0.4%	$3m	53,268	New
First TR Exchange Traded FDAIRR	0.4%	$3m	20,058	+14%
Ishares TRLQDB	0.4%	$3m	30,240	+12%
Amazon.comAMZN	0.3%	$3m	10,828	Held
Ishares TRCMBS	0.3%	$3m	52,683	-26%
American Centy ETF TRAVUV	0.3%	$2m	19,384	+6%
Pimco ETF TRBOND	0.3%	$2m	26,129	-28%
EA Series TrustTBG	0.3%	$2m	65,119	+8%
American Centy ETF TRAVDV	0.3%	$2m	22,551	Held
Invesco Exch TRD SLF IDX FDBSMU	0.3%	$2m	103,724	Held
Ishares TRAAXJ	0.3%	$2m	18,578	+87%
Capitol SER TRTACK	0.3%	$2m	63,671	+3%
DBX ETF TRDBEF	0.3%	$2m	34,329	+22%
Cisco SystemsCSCO	0.2%	$2m	15,539	Held
Vertiv HoldingsVRT	0.2%	$2m	5,206	Held
Vanguard Scottsdale FDSVCSH	0.2%	$2m	21,892	-26%
Spdr Gold TRGLD	0.2%	$2m	4,543	Held
Diamondback EnergyFANG	0.2%	$2m	9,472	Held
Sprott Asset Management LPPHYS	0.2%	$2m	54,476	Held
Texas InstrumentsTXN	0.2%	$2m	5,469	-4%
American Centy ETF TRAVIV	0.2%	$2m	19,843	+20%
Innovator Etfs TrustZALT	0.2%	$2m	45,284	-8%
ExxonMobil HoldingsXOM	0.2%	$1m	10,901	+16%
ChevronCVX	0.2%	$1m	8,330	+299%
Schwab Strategic TRSCHG	0.2%	$1m	39,603	Held
AlphabetGOOGL	0.2%	$1m	3,434	Held
Schwab Strategic TRSCHD	0.2%	$1m	36,710	Held
Pacer FDS TRCOWZ	0.2%	$1m	18,536	-23%
TeslaTSLA	0.1%	$1m	2,605	+3%
Ishares TRIFRA	0.1%	$1m	16,453	+8%
Direxion Shares ETF TrustSPUU	0.1%	$1m	4,676	Held
ETF SER SolutionsVBND	0.1%	$988,338	22,653	+11%
Innovator Etfs TrustZJAN	0.1%	$975,220	34,836	Held
Pgim ETF TRPULS	0.1%	$940,162	18,974	-3%
ETF SER SolutionsOPER	0.1%	$939,204	9,385	-6%
Ishares TRIVV	0.1%	$934,003	1,247	+15%
Invesco Exch TRD SLF IDX FDBSCS	0.1%	$914,939	44,927	+4%
JPMorgan ChaseJPM	0.1%	$911,755	2,785	-4%
PaccarPCAR	0.1%	$908,588	7,564	Held
MicrosoftMSFT	0.1%	$865,504	2,320	Held
Western Asset Premier Bond FundWEA	0.1%	$851,480	79,951	-8%
Select Sector Spdr TRXLV	0.1%	$809,271	5,101	+2%
Valmont IndustriesVMI	0.1%	$801,131	1,387	New
Thornburg ETF TRTMB	0.1%	$777,713	30,679	New
Vaneck ETF TrustGDX	<0.1%	$743,855	9,859	Held
American Centy ETF TRAVLV	<0.1%	$733,184	8,038	New
TJX CompaniesTJX	<0.1%	$663,116	4,377	Held
Ishares TRIUSB	<0.1%	$634,411	13,747	-32%
Ishares TRSHV	<0.1%	$619,726	5,616	+7%
Callaway GolfCALY	<0.1%	$610,882	32,511	Held
Duke EnergyDUK	<0.1%	$609,230	4,813	New
Innovator Etfs TrustPJAN	<0.1%	$601,947	12,163	-5%
Invesco Exch TRD SLF IDX FDBSCR	<0.1%	$579,290	29,533	Held
Palantir TechnologiesPLTR	<0.1%	$564,333	4,837	Held
Meta PlatformsMETA	<0.1%	$551,504	979	-10%
Invesco Exch TRD SLF IDX FDBSCT	<0.1%	$551,250	29,677	+3%
Dell TechnologiesDELL	<0.1%	$538,894	1,249	New
AbbVieABBV	<0.1%	$512,842	2,038	-18%
EcolabECL	<0.1%	$442,154	1,587	-6%
Advanced Micro DevicesAMD	<0.1%	$436,263	751	New
CaterpillarCAT	<0.1%	$429,155	403	New
Ishares TRAGG	<0.1%	$427,099	4,315	-8%
Ishares TRAOA	<0.1%	$421,643	4,320	+16%
EvercoreEVR	<0.1%	$417,581	1,223	-2%
Ishares TRDGRO	<0.1%	$401,081	5,292	-4%
Mirum PharmaceuticalsMIRM	<0.1%	$394,994	3,374	New
Ishares Core 30/70AOK	<0.1%	$389,953	9,401	Held
Putnam ETF TrustPVAL	<0.1%	$377,565	7,411	New
Spdr Series TrustXAR	<0.1%	$370,244	1,305	+28%
AlphabetGOOG	<0.1%	$366,560	1,037	+43%
ETF SER SolutionsVIDI	<0.1%	$357,878	9,174	+47%
Micron TechnologyMU	<0.1%	$357,830	310	New
EnbridgeENB	<0.1%	$354,642	6,542	New

Showing the largest 100 of 135.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 313.1% since 30 June 2025.

Where the money is

Technology3.1%

Retail & consumer1.9%

Energy0.7%

Industrials0.6%

Media & telecom0.3%

Financial services0.2%

Everyday goods0.2%

Health care0.2%

Utilities0.1%

Materials0.1%

Real estate0.0%

Other92.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.