Latest Insight Wealth Partners, LLC Stock Portfolio

Insight Wealth Partners, LLC Performance:

2025 Q4: 1.63%YTD: 11.33%2024: -6.45%

Performance for 2025 Q4 is 1.63%, and YTD is 11.33%, and 2024 is -6.45%.

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

Insight Wealth Partners, LLC is a hedge fund based in Plano, TX. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Wealth Partners, LLC reported an equity portfolio of $729.7 Millions as of 31 Dec, 2025.

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 3% of portfolio in DIREXION SHS ETF TR.

The fund managers got completely rid off HOME DEPOT INC (HD), NASDAQ INC (NDAQ) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), SELECT SECTOR SPDR TR (XLB) and INNOVATOR ETFS TRUST (BALT). Insight Wealth Partners, LLC opened new stock positions in ISHARES TR (IJR), DIREXION SHS ETF TR (BRZU) and ROCKET LAB CORP. The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), ISHARES TR and CARVANA CO (CVNA).

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

Our best estimate is that Insight Wealth Partners, LLC made a return of 1.63% in the last quarter. In trailing 12 months, it's portfolio return was 11.33%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,379,000
direxion shs etf tr	917,923
rocket lab corp	833,562
dutch bros inc	713,642
kimball electronics inc	368,865
topgolf callaway brands corp	352,026
applovin corp	264,137
robinhood mkts inc	261,940

New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker	% Inc.
alphabet inc	196
ishares tr	174
carvana co	169
vaneck etf trust	114
spdr s&p 500 etf tr	96.83
etf ser solutions	82.86
ea series trust	37.45
vertiv holdings co	20.86

Additions to existing portfolio by Insight Wealth Partners, LLC

Reductions

Ticker	% Reduced
invesco exch trd slf idx fd	-62.02
select sector spdr tr	-50.88
invesco exch trd slf idx fd	-48.44
innovator etfs trust	-41.48
colgate palmolive co	-40.28
invesco exch trd slf idx fd	-34.04
invesco exch trd slf idx fd	-22.04
chevron corp new	-21.49

Insight Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
innovator etfs trust	-224,366
innovator etfs trust	-293,230
innovator etfs trust	-231,262
nasdaq inc	-619,062
bp plc	-220,889
home depot inc	-806,347
texas roadhouse inc	-308,208
servicenow inc	-338,663

Insight Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Partners, LLC has about 84.3% of it's holdings in Others sector.

Sector	%
Others	84.3
Technology	6.5
Consumer Cyclical	2.4
Utilities	1.4
Industrials	1.4
Energy	1.4

Market Cap. Distribution

Insight Wealth Partners, LLC has about 13.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.3
MEGA-CAP	10.6
LARGE-CAP	3.2
MID-CAP	1.8

Stocks belong to which Index?

About 14.1% of the stocks held by Insight Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.9
S&P 500	12
RUSSELL 2000	2.1

Top 5 Winners (%)		%
XLB	select sector spdr tr	91.3 %
LLY	eli lilly & co	39.8 %
GOOG	alphabet inc	17.6 %
CSCO	cisco sys inc	12.3 %
PHYS	sprott asset management lp	11.4 %

Top 5 Winners ($)		$
DRN	direxion shs etf tr	0.9 M
IAU	ishares gold tr	0.8 M
XLB	select sector spdr tr	0.7 M
PHYS	sprott asset management lp	0.3 M
IJR	ishares tr	0.2 M

Top 5 Losers (%)		%
UIS	unisys corp	-27.6 %
META	meta platforms inc	-9.9 %
COST	costco whsl corp new	-6.7 %
MSFT	microsoft corp	-6.4 %
ABT	abbott labs	-6.4 %

Top 5 Losers ($)		$
IJR	ishares tr	-0.2 M
BUY	uscf etf tr	-0.1 M
BNDW	vanguard scottsdale fds	-0.1 M
MSFT	microsoft corp	-0.1 M
META	meta platforms inc	-0.1 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 113 stocks in it's portfolio. About 16.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. DRN was the most profitable stock for Insight Wealth Partners, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.36	9,746	2,649,570	reduced	-3.43

AAXJ	ishares tr	0.76	68,284	5,505,720	added	9.48

AAXJ	ishares tr	0.60	45,131	4,345,210	added	8.3

AAXJ	ishares tr	0.48	33,015	3,536,200	added	4.54

AAXJ	ishares tr	0.11	7,286	802,553	reduced	-10.74

AAXJ	ishares tr	0.04	9,187	284,430	unchanged	0.00

AAXJ	ishares tr	0.04	5,016	265,246	reduced	-0.12

ABBV	abbvie inc	0.09	2,713	619,893	reduced	-15.38

ABT	abbott labs	0.04	2,117	265,239	added	2.92

ACIO	etf ser solutions	0.14	9,986	998,900	reduced	-7.13

ACIO	etf ser solutions	0.12	19,859	877,161	added	82.86

ACIO	etf ser solutions	0.03	6,168	207,923	reduced	-3.11

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACSG	dbx etf tr	0.43	50,193	3,134,580	reduced	-1.44

ACSG	dbx etf tr	0.16	24,742	1,190,340	reduced	-1.04

ACWF	ishares tr	0.12	18,706	870,554	added	7.66

ACWF	ishares tr	0.05	5,229	362,997	unchanged	0.00

ACWF	ishares tr	0.04	7,431	318,567	reduced	-7.63

AEMB	american centy etf tr	0.28	22,053	2,072,300	added	0.16

AEMB	american centy etf tr	0.25	17,825	1,817,770	added	0.15