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Latest Insight Wealth Partners, LLC Stock Portfolio

$712Million | No. of Holdings #117

Insight Wealth Partners, LLC Performance

2026 Q1-1.14%
YTD-1.14%
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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Wealth Partners, LLC reported an equity portfolio of $713 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Insight Wealth Partners, LLC are BNDW, DRN, IJR. The fund has invested 3.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 2.5% of portfolio in DIREXION SHARES ETF TRUST. <br><br> The fund managers got completely rid off CARVANA CO (CVNA), ROCKET LAB CORP and DUTCH BROS INC (BROS) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), ISHARES TR (ACWF) and ISHARES TR (AAXJ). Insight Wealth Partners, LLC opened new stock positions in RBB FD INC (EERN), SANDISK CORP and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), ISHARES TR (IJR) and ISHARES TR (AOA).
Insight Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$712Million
  as of May 14, 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 -1.14% in the last quarter. In trailing 12 months, it's portfolio return was 10.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rbb fd inc2,844,230
sandisk corp1,016,540
ishares tr954,571
innovator etfs trust949,629
alcoa corp927,360
tjx cos inc new709,547
innovator etfs trust593,509
walmart inc481,585
New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker% Inc.
innovator etfs trust113
ishares tr106
ishares tr55.62
ishares tr40.87
texas instrs inc21.47
tesla inc16.82
american centy etf tr14.18
dbx etf tr14.07
Additions to existing portfolio by Insight Wealth Partners, LLC

Reductions

Ticker% Reduced
ishares gold tr-42.53
ishares tr-30.96
ishares tr-27.79
sprott asset management lp-25.76
ishares tr-24.79
ishares tr-23.42
ishares tr-17.23
colgate palmolive co-14.51
Insight Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-483,650
kimball electronics inc-368,865
rocket lab corp-833,562
dutch bros inc-713,642
d-wave quantum inc-240,475
vanguard bd index fds-240,635
robinhood mkts inc-261,940
carvana co-913,673
Insight Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Partners, LLC has about 85% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Consumer Cyclical
  • Utilities
  • Industrials
Sector%
Others85
Technology5.5
Energy1.9
Consumer Cyclical1.8
Utilities1.4
Industrials1.4

Market Cap. Distribution

Insight Wealth Partners, LLC has about 13.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED85
MEGA-CAP10.1
LARGE-CAP3.1
MID-CAP1.8

Stocks belong to which Index?

About 13.6% of the stocks held by Insight Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others86.4
S&P 50012
RUSSELL 20001.6
Top 5 Winners (%)%
VRT
vertiv holdings co
54.6 %
COP
conocophillips
41.0 %
XOM
exxon mobil corp
40.3 %
CVX
chevron corporation
35.5 %
FANG
diamondback energy inc
31.5 %
Top 5 Winners ($)$
IAU
ishares gold tr
0.5 M
BUY
uscf etf tr
0.5 M
VRT
vertiv holdings co
0.5 M
XOM
exxon mobil corp
0.5 M
FANG
diamondback energy inc
0.5 M
Top 5 Losers (%)%
UIS
unisys corp
-25.0 %
MSFT
microsoft corp
-23.3 %
PLTR
palantir technologies inc
-17.1 %
TSLA
tesla inc
-16.3 %
DRN
direxion shares etf trust
-16.0 %
Top 5 Losers ($)$
DRN
direxion shares etf trust
-3.5 M
NVDA
nvidia corporation
-0.3 M
AVGO
broadcom inc
-0.3 M
BNDW
vanguard scottsdale fds
-0.3 M
MSFT
microsoft corp
-0.3 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 117 stocks in it's portfolio. About 16% of the portfolio is in top 10 stocks. DRN proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Insight Wealth Partners, LLC last quarter.

$247.43MTotal Value
129Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Wealth Partners, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.81%72,531
$5.77M
0.81%
increased 6.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.62%47,021
$4.42M
0.62%
increased 4.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.5%33,579
$3.56M
0.5%
increased 1.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.13%9,914
$954.6K
0.13%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.08%5,261
$580.8K
0.08%
decreased 27.79 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.04%5,059
$265.9K
0.04%
increased 0.86 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%7,035
$213.3K
0.03%
decreased 23.42 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.14%9,986
$999.4K
0.14%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.12%20,400
$885.1K
0.12%
increased 2.72 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.03%6,238
$225.3K
0.03%
increased 1.13 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Insight Wealth Partners, LLC's holding in Dbx Etf Tr over time
0.43%51,197
$3.05M
0.43%
increased 2 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Insight Wealth Partners, LLC's holding in Dbx Etf Tr over time
0.2%28,222
$1.39M
0.2%
increased 14.07 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.13%20,212
$933.6K
0.13%
increased 8.05 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.05%5,529
$388.0K
0.05%
increased 5.74 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%5,130
$217.1K
0.03%
decreased 30.96 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Wealth Partners, LLC's holding in American Centy Etf Tr over time
0.31%22,271
$2.22M
0.31%
increased 0.99 percentadded