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%

Performance for 2026 Q1 is -1.14%, and YTD is -1.14%, and 2025 is 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.

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.

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

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 inc	2,844,230
sandisk corp	1,016,540
ishares tr	954,571
innovator etfs trust	949,629
alcoa corp	927,360
tjx cos inc new	709,547
innovator etfs trust	593,509
walmart inc	481,585

New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker	% Inc.
innovator etfs trust	113
ishares tr	106
ishares tr	55.62
ishares tr	40.87
texas instrs inc	21.47
tesla inc	16.82
american centy etf tr	14.18
dbx etf tr	14.07

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	%
Others	85
Technology	5.5
Energy	1.9
Consumer Cyclical	1.8
Utilities	1.4
Industrials	1.4

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	%
UNALLOCATED	85
MEGA-CAP	10.1
LARGE-CAP	3.1
MID-CAP	1.8

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	%
Others	86.4
S&P 500	12
RUSSELL 2000	1.6

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.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.13	13,981	927,360	new

AAPL	apple inc	0.35	9,761	2,477,250	added	0.15

AAXJ	ishares tr	0.81	72,531	5,770,600	added	6.22

AAXJ	ishares tr	0.62	47,021	4,416,660	added	4.19

AAXJ	ishares tr	0.50	33,579	3,564,410	added	1.71

AAXJ	ishares tr	0.13	9,914	954,571	new

AAXJ	ishares tr	0.08	5,261	580,762	reduced	-27.79

AAXJ	ishares tr	0.04	5,059	265,901	added	0.86

AAXJ	ishares tr	0.03	7,035	213,301	reduced	-23.42

ABBV	abbvie inc	0.08	2,489	541,333	reduced	-8.26

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACIO	etf ser solutions	0.14	9,986	999,399	unchanged	0.00

ACIO	etf ser solutions	0.12	20,400	885,085	added	2.72

ACIO	etf ser solutions	0.03	6,238	225,317	added	1.13

ACSG	dbx etf tr	0.43	51,197	3,048,760	added	2.00

ACSG	dbx etf tr	0.20	28,222	1,394,170	added	14.07

ACWF	ishares tr	0.13	20,212	933,588	added	8.05

ACWF	ishares tr	0.05	5,529	388,025	added	5.74

ACWF	ishares tr	0.03	5,130	217,050	reduced	-30.96

AEMB	american centy etf tr	0.31	22,271	2,224,000	added	0.99