§ 13F · FUND PROFILE
Insight Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328M (13F)Positions · 115Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 715K | $465M | 65.2% | ±0% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 273K | $23M | 3.2% | −1% |
| 3 | SPXL | DIREXION SHARES ETF TRUST | 97K | $18M | 2.5% | −1% |
| 4 | LQD | ISHARES TR | 140K | $15M | 2.1% | +3% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 276K | $14M | 2.0% | +3% |
| 6 | FBND | FIDELITY MERRIMACK STR TR | 253K | $12M | 1.6% | +6% |
| 7 | IEF | ISHARES TR | 73K | $7M | 1.0% | +106% |
| 8 | TIP | ISHARES TR | 61K | $7M | 0.9% | +6% |
| 9 | GTO | INVESCO ACTIVELY MANAGED EXC | 142K | $7M | 0.9% | +7% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 123K | $7M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSIGHT SIGNAL
AC read
Insight Wealth Partners, LLC is a Other fund managing $328 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed