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Latest Insight Wealth Partners, LLC Stock Portfolio

$759Million | No. of Holdings #136

Insight Wealth Partners, LLC Performance

2026 Q3-0.26%
YTD+5.77%
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 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Insight Wealth Partners, LLC reported an equity portfolio of $759.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Insight Wealth Partners, LLC are BNDW, DRN, BBAX. The fund has invested 2.7% of it's portfolio in VANGUARD SCOTTSDALE FDS and 2.2% of portfolio in DIREXION SHARES ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), VANECK ETF TRUST (AFK) and TJX COS INC NEW (TJX) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P 500 ETF T (SPY), ISHARES TR (IJR) and DIREXION SHARES ETF TRUST (DRN). Insight Wealth Partners, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, INNOVATOR ETFS TRUST (BALT) and RTX CORPORATION (RTX). The fund showed a lot of confidence in some stocks as they added substantially to VIRTUIX HOLDINGS INC., SEAGATE TECHNOLOGY HLDNGS PL (STX) and TEXAS INSTRS INC (TXN).
Insight Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$759Million
  as of Oct 26, 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 -0.26% in the last quarter. In trailing 12 months, it's portfolio return was 7.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,819,400
innovator etfs trust1,207,700
rtx corporation1,068,600
schwab strategic tr383,515
innovator etfs trust361,453
innovator etfs trust271,499
vanguard bd index fds250,564
vaneck etf trust247,071
New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker% Inc.
virtuix holdings inc.300
seagate technology hldngs pl245
innovator etfs trust68.92
thornburg etf tr46.03
texas instrs inc27.57
j p morgan exchange traded f21.06
invesco exch trd slf idx fd20.39
invesco exch trd slf idx fd19.24
Additions to existing portfolio by Insight Wealth Partners, LLC

Reductions

Ticker% Reduced
state str spdr s&p 500 etf t-99.59
ishares tr-96.93
direxion shares etf trust-65.51
ishares tr-37.29
advanced micro devices inc-36.88
valmont inds inc-29.85
ishares tr-29.83
putnam etf trust-26.81
Insight Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
designer brands inc-67,774
exxon mobil corp-1,490,400
vaneck etf trust-743,855
ishares tr-202,028
tjx cos inc new-663,116
altria group inc-212,037
ishares tr-206,589
ishares tr-200,455
Insight Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Partners, LLC has about 80.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Energy
  • Industrials
  • Utilities
Sector%
Others80.5
Technology8.1
Consumer Cyclical4.4
Energy1.7
Industrials1.6
Utilities1.2

Market Cap. Distribution

Insight Wealth Partners, LLC has about 19.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.5
MEGA-CAP12.8
LARGE-CAP6.4

Stocks belong to which Index?

About 18% 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%
Others82
S&P 50016.7
RUSSELL 20001.3
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.0 %
teekay tankers ltd
46.6 %
HPE
hewlett packard enterprise c
41.6 %
MSFT
microsoft corp
36.8 %
META
meta platforms inc
25.8 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
4.8 M
DRN
direxion shares etf trust
1.2 M
NVDA
nvidia corporation
0.8 M
AAPL
apple inc
0.4 M
PLTR
palantir technologies inc
0.3 M
Top 5 Losers (%)%
virtuix holdings inc.
-48.0 %
UIS
unisys corp
-36.9 %
MIRM
mirum pharmaceuticals inc
-26.3 %
TPL
texas pacific land corporati
-25.6 %
VRT
vertiv holdings co
-25.4 %
Top 5 Losers ($)$
F
ford mtr co
-1.2 M
BNDW
vanguard scottsdale fds
-1.2 M
sandisk corp
-0.8 M
IJR
ishares tr
-0.7 M
AIRR
first tr exchange traded fd
-0.6 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 136 stocks in it's portfolio. About 13.5% of the portfolio is in top 10 stocks. F proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Insight Wealth Partners, LLC last quarter.

$254.41MTotal Value
145Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Insight Wealth Partners, LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.6%59,516
$4.60M
0.6%
decreased 0.49 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.43%35,862
$3.26M
0.43%
decreased 1.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.35%26,091
$2.64M
0.35%
increased 0.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.3%19,305
$2.25M
0.3%
increased 3.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.06%3,941
$434.8K
0.06%
decreased 29.83 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.04%5,629
$288.4K
0.04%
increased 10.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%2,784
$210.5K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.03%7,035
$207.5K
0.03%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.13%9,835
$984.5K
0.13%
increased 4.79 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.12%21,671
$900.2K
0.12%
decreased 4.33 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Insight Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.05%9,197
$364.2K
0.05%
increased 0.25 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Insight Wealth Partners, LLC's holding in Dbx Etf Tr over time
0.44%48,122
$3.37M
0.44%
decreased 10.91 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Insight Wealth Partners, LLC's holding in Dbx Etf Tr over time
0.23%32,448
$1.78M
0.23%
decreased 5.48 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.09%14,690
$647.7K
0.09%
increased 6.86 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0.05%5,273
$397.5K
0.05%
decreased 0.36 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Insight Wealth Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Wealth Partners, LLC's holding in American Centy Etf Tr over time
0.29%20,343
$2.23M
0.29%
decreased 9.79 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Insight Wealth Partners, LLC's holding in American Centy Etf Tr over time
0.28%17,720
$2.09M
0.28%
decreased 8.58 percentreduced