Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $449M | 60.3% |
| Direxion Shares ETF TrustDA 500 BU 3X ETF | DA 500 BU 3X ETF | $47.7M | 6.4% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $22.9M | 3.1% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $12.1M | 1.6% |
| iShares TRIBOXX INV CP ETF | IBOXX INV CP ETF | $11.6M | 1.6% |
| Ford Mtr COCOM | COM | $9M | 1.2% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $8.91M | 1.2% |
| J P Morgan Exchange Traded FACTIVE BOND ETF | ACTIVE BOND ETF | $7.3M | 1.0% |
| Victory Portfolios IICORE BD ETF | CORE BD ETF | $7.12M | 1.0% |
| iShares TR7-10 YR TRSY BD | 7-10 YR TRSY BD | $6.44M | 0.9% |
| Nvidia CorporationCOM | COM | $5.7M | 0.8% |
| Principal Exchange Traded FDPRNC INVT GRAD | PRNC INVT GRAD | $5.31M | 0.7% |
| iShares TRISHARES SEMICDTR | ISHARES SEMICDTR | $5.2M | 0.7% |
| iShares TRTIPS BD ETF | TIPS BD ETF | $4.91M | 0.7% |
| Invesco Actively Managed ExcTOTAL RETURN | TOTAL RETURN | $4.89M | 0.7% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $4.78M | 0.6% |
| iShares TRFALN ANGLS USD | FALN ANGLS USD | $4.28M | 0.6% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $4.17M | 0.6% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $4.03M | 0.5% |
| Dbx ETF TRXTRACKRS S&P 500 | XTRACKRS S&P 500 | $3.72M | 0.5% |
| Sandisk Corp.COM | COM | $3.65M | 0.5% |
| Rbb FD Inc.US TREASY 2 YR | US TREASY 2 YR | $3.51M | 0.5% |
| iShares TRJPMORGAN USD EMG | JPMORGAN USD EMG | $3.49M | 0.5% |
| Uscf ETF TRMIDS ENE INC ETF | MIDS ENE INC ETF | $3.38M | 0.5% |
| Broadcom Inc.COM | COM | $3.27M | 0.4% |
| Apple Inc.COM | COM | $2.98M | 0.4% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $2.79M | 0.4% |
| J P Morgan Exchange Traded FJPMORGAM LTD DUR | JPMORGAM LTD DUR | $2.78M | 0.4% |
| First TR Exchange Traded FDRBA INDL ETF | RBA INDL ETF | $2.67M | 0.4% |
| iShares TRBBB RATED CORP | BBB RATED CORP | $2.61M | 0.4% |
| Amazon Com Inc.COM | COM | $2.58M | 0.3% |
| iShares TRCMBS ETF | CMBS ETF | $2.56M | 0.3% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $2.42M | 0.3% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $2.41M | 0.3% |
| EA Series TrustTBG DIVID FO ETF | TBG DIVID FO ETF | $2.37M | 0.3% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $2.32M | 0.3% |
| Invesco Exch Trd Slf Idx FDINVSC 30 MUNI BD | INVSC 30 MUNI BD | $2.27M | 0.3% |
| iShares TRMSCI AC ASIA ETF | MSCI AC ASIA ETF | $2.22M | 0.3% |
| Capitol Ser TRFAIR TA SECT ETF | FAIR TA SECT ETF | $2.01M | 0.3% |
| Dbx ETF TRXTRACK MSCI EAFE | XTRACK MSCI EAFE | $1.88M | 0.3% |
| Cisco Sys Inc.COM | COM | $1.83M | 0.2% |
| Vertiv Holdings COCOM CL A | COM CL A | $1.74M | 0.2% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $1.73M | 0.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $1.67M | 0.2% |
| Diamondback Energy Inc.COM | COM | $1.66M | 0.2% |
| Sprott Asset Management LPPHYSICAL GOLD TR | PHYSICAL GOLD TR | $1.64M | 0.2% |
| Texas Instrs Inc.COM | COM | $1.63M | 0.2% |
| American Centy ETF TRINTERNATIONAL LR | INTERNATIONAL LR | $1.54M | 0.2% |
| Innovator ETFS TrustU S EQ 10 BUFFER | U S EQ 10 BUFFER | $1.53M | 0.2% |
| Exxon Mobil Corp.COM | COM | $1.49M | 0.2% |
State Str SPDR S&P 500 ETF TTR UNIT$449M
- Class
- TR UNIT
- Share
- 60.3%
Direxion Shares ETF TrustDA 500 BU 3X ETF$47.7M
- Class
- DA 500 BU 3X ETF
- Share
- 6.4%
Vanguard Scottsdale FdsINT-TERM CORP$22.9M
- Class
- INT-TERM CORP
- Share
- 3.1%
J P Morgan Exchange Traded FULTRA SHRT ETF$12.1M
- Class
- ULTRA SHRT ETF
- Share
- 1.6%
iShares TRIBOXX INV CP ETF$11.6M
- Class
- IBOXX INV CP ETF
- Share
- 1.6%
Ford Mtr COCOM$9M
- Class
- COM
- Share
- 1.2%
Fidelity Merrimack Str TRTOTAL BD ETF$8.91M
- Class
- TOTAL BD ETF
- Share
- 1.2%
J P Morgan Exchange Traded FACTIVE BOND ETF$7.3M
- Class
- ACTIVE BOND ETF
- Share
- 1.0%
Victory Portfolios IICORE BD ETF$7.12M
- Class
- CORE BD ETF
- Share
- 1.0%
iShares TR7-10 YR TRSY BD$6.44M
- Class
- 7-10 YR TRSY BD
- Share
- 0.9%
Nvidia CorporationCOM$5.7M
- Class
- COM
- Share
- 0.8%
Principal Exchange Traded FDPRNC INVT GRAD$5.31M
- Class
- PRNC INVT GRAD
- Share
- 0.7%
iShares TRISHARES SEMICDTR$5.2M
- Class
- ISHARES SEMICDTR
- Share
- 0.7%
iShares TRTIPS BD ETF$4.91M
- Class
- TIPS BD ETF
- Share
- 0.7%
Invesco Actively Managed ExcTOTAL RETURN$4.89M
- Class
- TOTAL RETURN
- Share
- 0.7%
iShares TRIBOXX HI YD ETF$4.78M
- Class
- IBOXX HI YD ETF
- Share
- 0.6%
iShares TRFALN ANGLS USD$4.28M
- Class
- FALN ANGLS USD
- Share
- 0.6%
iShares TRMSCI EMG MKT ETF$4.17M
- Class
- MSCI EMG MKT ETF
- Share
- 0.6%
iShares Gold TRISHARES NEW$4.03M
- Class
- ISHARES NEW
- Share
- 0.5%
Dbx ETF TRXTRACKRS S&P 500$3.72M
- Class
- XTRACKRS S&P 500
- Share
- 0.5%
Sandisk Corp.COM$3.65M
- Class
- COM
- Share
- 0.5%
Rbb FD Inc.US TREASY 2 YR$3.51M
- Class
- US TREASY 2 YR
- Share
- 0.5%
iShares TRJPMORGAN USD EMG$3.49M
- Class
- JPMORGAN USD EMG
- Share
- 0.5%
Uscf ETF TRMIDS ENE INC ETF$3.38M
- Class
- MIDS ENE INC ETF
- Share
- 0.5%
Broadcom Inc.COM$3.27M
- Class
- COM
- Share
- 0.4%
Apple Inc.COM$2.98M
- Class
- COM
- Share
- 0.4%
iShares TRNATIONAL MUN ETF$2.79M
- Class
- NATIONAL MUN ETF
- Share
- 0.4%
J P Morgan Exchange Traded FJPMORGAM LTD DUR$2.78M
- Class
- JPMORGAM LTD DUR
- Share
- 0.4%
First TR Exchange Traded FDRBA INDL ETF$2.67M
- Class
- RBA INDL ETF
- Share
- 0.4%
iShares TRBBB RATED CORP$2.61M
- Class
- BBB RATED CORP
- Share
- 0.4%
Amazon Com Inc.COM$2.58M
- Class
- COM
- Share
- 0.3%
iShares TRCMBS ETF$2.56M
- Class
- CMBS ETF
- Share
- 0.3%
American Centy ETF TRUS SML CP VALU$2.42M
- Class
- US SML CP VALU
- Share
- 0.3%
Pimco ETF TRACTIVE BD ETF$2.41M
- Class
- ACTIVE BD ETF
- Share
- 0.3%
EA Series TrustTBG DIVID FO ETF$2.37M
- Class
- TBG DIVID FO ETF
- Share
- 0.3%
American Centy ETF TRINTL SMCP VLU$2.32M
- Class
- INTL SMCP VLU
- Share
- 0.3%
Invesco Exch Trd Slf Idx FDINVSC 30 MUNI BD$2.27M
- Class
- INVSC 30 MUNI BD
- Share
- 0.3%
iShares TRMSCI AC ASIA ETF$2.22M
- Class
- MSCI AC ASIA ETF
- Share
- 0.3%
Capitol Ser TRFAIR TA SECT ETF$2.01M
- Class
- FAIR TA SECT ETF
- Share
- 0.3%
Dbx ETF TRXTRACK MSCI EAFE$1.88M
- Class
- XTRACK MSCI EAFE
- Share
- 0.3%
Cisco Sys Inc.COM$1.83M
- Class
- COM
- Share
- 0.2%
Vertiv Holdings COCOM CL A$1.74M
- Class
- COM CL A
- Share
- 0.2%
Vanguard Scottsdale FdsSHRT TRM CORP BD$1.73M
- Class
- SHRT TRM CORP BD
- Share
- 0.2%
SPDR Gold TRGOLD SHS$1.67M
- Class
- GOLD SHS
- Share
- 0.2%
Diamondback Energy Inc.COM$1.66M
- Class
- COM
- Share
- 0.2%
Sprott Asset Management LPPHYSICAL GOLD TR$1.64M
- Class
- PHYSICAL GOLD TR
- Share
- 0.2%
Texas Instrs Inc.COM$1.63M
- Class
- COM
- Share
- 0.2%
American Centy ETF TRINTERNATIONAL LR$1.54M
- Class
- INTERNATIONAL LR
- Share
- 0.2%
Innovator ETFS TrustU S EQ 10 BUFFER$1.53M
- Class
- U S EQ 10 BUFFER
- Share
- 0.2%
Exxon Mobil Corp.COM$1.49M
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 135 positions by value, with holdings of the same security combined. The 135 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1627003
- File number
- 028-20201
- Options
- 0 call, 0 put
- In the 25 largest
- 86.9%
- Prior quarter
- $713M at 31 March 2026
- Positions opened
- 23
- Positions closed
- 8
Common questions
What are Insight Wealth Partners’ 13F holdings worth?
$745 million across 135 positions for the quarter ended 30 June 2026.
What is Insight Wealth Partners’ largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $449 million, or 60.3% of reported 13F value, as of 30 June 2026.
How concentrated is Insight Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 78.2% of reported value and the twenty-five largest for 86.9%, across 135 positions as of 30 June 2026.
Does Form 13F show everything Insight Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Insight Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.