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Latest Insight Wealth Partners, LLC Stock Portfolio

$744Million | No. of Holdings #134

Insight Wealth Partners, LLC Performance

2026 Q2+7.27%
YTD+6.05%
2025+11.33%

About Insight Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

Insight Wealth Partners, LLC is a hedge fund based in Plano, TX. On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Wealth Partners, LLC reported an equity portfolio of $744.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Insight Wealth Partners, LLC are SPY, DRN, BNDW. The fund has invested 60.3% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 6.4% of portfolio in DIREXION SHARES ETF TRUST. <br><br> The fund managers got completely rid off RTX CORPORATION (RTX), ALCOA CORP (AA) and ISHARES TR stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), PIMCO ETF TR (BOND) and INVESCO ACTIVELY MANAGED EXC (GSY). Insight Wealth Partners, LLC opened new stock positions in ISHARES TR (IJR), J P MORGAN EXCHANGE TRADED F and VALMONT INDS INC (VMI). The fund showed a lot of confidence in some stocks as they added substantially to STATE STR SPDR S&P 500 ETF T (SPY), FORD MTR CO (F) and CHEVRON CORPORATION (CVX).
Insight Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$744Million
  as of Aug 06, 2026

Insight Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Wealth Partners, LLC made a return of 7.27% in the last quarter. In trailing 12 months, it's portfolio return was 13.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr4,171,030
j p morgan exchange traded f2,780,060
valmont inds inc801,131
thornburg etf tr777,713
american centy etf tr733,184
duke energy corp new609,230
dell technologies inc538,894
advanced micro devices inc436,263
New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker% Inc.
state str spdr s&p 500 etf t23,002
ford mtr co1,268
chevron corporation299
ishares tr87.39
direxion shares etf trust82.47
etf ser solutions47.07
alphabet inc43.03
spdr series trust27.94
Additions to existing portfolio by Insight Wealth Partners, LLC

Reductions

Ticker% Reduced
ishares tr-31.99
pimco etf tr-28.05
invesco actively managed exc-26.32
ishares tr-26.03
ishares tr-25.64
vanguard scottsdale fds-25.5
ishares tr-23.75
pacer fds tr-23.36
Insight Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-786,163
alcoa corp-927,360
rtx corporation-1,110,520
bp plc-261,602
walmart inc-481,585
goldman sachs group inc-203,038
Insight Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Partners, LLC has about 92.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
Sector%
Others92.9
Technology2.6
Consumer Cyclical1.8

Market Cap. Distribution

Insight Wealth Partners, LLC has about 6.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED92.9
MEGA-CAP4.4
LARGE-CAP2.5

Stocks belong to which Index?

About 6% of the stocks held by Insight Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.5
S&P 5006
Top 5 Winners (%)%
sandisk corp
255.9 %
IJR
ishares tr
91.7 %
UIS
unisys corp
76.8 %
TXN
texas instrs inc
52.5 %
CSCO
cisco sys inc
50.9 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
29.1 M
DRN
direxion shares etf trust
11.7 M
sandisk corp
2.6 M
IJR
ishares tr
2.5 M
F
ford mtr co
0.8 M
Top 5 Losers (%)%
virtuix holdings inc.
-55.0 %
COP
conocophillips
-21.2 %
PLTR
palantir technologies inc
-20.2 %
XOM
exxon mobil corp
-18.3 %
AFK
vaneck etf trust
-17.8 %
Top 5 Losers ($)$
IAU
ishares gold tr
-0.7 M
XOM
exxon mobil corp
-0.3 M
PHYS
sprott asset management lp
-0.3 M
GLD
spdr gold tr
-0.3 M
CVX
chevron corporation
-0.2 M

Insight Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Wealth Partners, LLC

Insight Wealth Partners, LLC has 134 stocks in it's portfolio. About 78.2% of the portfolio is in top 10 stocks. IAU proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Insight Wealth Partners, LLC last quarter.

$744.80MTotal Value
141Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Wealth Partners, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.64%59,809
$4.78M
0.64%
decreased 17.54 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.47%36,230
$3.49M
0.47%
decreased 22.95 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.38%25,935
$2.79M
0.38%
decreased 22.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.3%18,578
$2.22M
0.3%
increased 87.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.08%5,616
$619.7K
0.08%
increased 6.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.04%5,072
$265.8K
0.04%
increased 0.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%7,035
$214.5K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%2,784
$211.9K
0.03%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.13%22,653
$988.3K
0.13%
increased 11.04 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.13%9,385
$939.2K
0.13%
decreased 6.02 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.05%9,174
$357.9K
0.05%
increased 47.07 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Insight Wealth Partners, LLC's holding in Dbx Etf Tr over time
0.5%54,015
$3.72M
0.5%
increased 5.5 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Insight Wealth Partners, LLC's holding in Dbx Etf Tr over time
0.25%34,329
$1.88M
0.25%
increased 21.64 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.09%13,747
$634.4K
0.09%
decreased 31.99 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.05%5,292
$401.1K
0.05%
decreased 4.29 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%4,764
$202.0K
0.03%
decreased 7.13 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Wealth Partners, LLC's holding in American Centy Etf Tr over time
0.32%19,384
$2.42M
0.32%
increased 5.78 percentadded