Insight Wealth Partners

$745M 13F equity value
141 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Insight Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
SPYSTATE STR SPDR S&P 500 ETF T601,827$449M60.3%
SPXLDIREXION SHARES ETF TRUST176,249$48M6.4%
VCITVANGUARD SCOTTSDALE FDS277,432$23M3.1%
JPSTJ P MORGAN EXCHANGE TRADED F240,079$12M1.6%
LQDISHARES TR106,526$12M1.6%
FFORD MTR CO647,831$9M1.2%
FBNDFIDELITY MERRIMACK STR TR195,769$9M1.2%
JBNDJ P MORGAN EXCHANGE TRADED F136,459$7M1.0%
UITBVICTORY PORTFOLIOS II152,068$7M1.0%
IEFISHARES TR68,061$6M0.9%

Track Insight Wealth Partners's 13F portfolio: $745M in reported holdings, 141 positions. Top holdings and quarterly changes on SentiSense.

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