Insight Wealth Partners, LLC
CIK 1627003
13F filing for Q2 2026・No. 3,089
- Holdings
- US$744.81M
- Quarter change
- +US$31.81M
- Entries
- 135
- Net bought (estimate)
- +US$478.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 6
- Cut 49
- Added 48
- Corporate actions 0
- Unchanged 15
Largest holdings
135 stocks worth US$744.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 601,827 | US$449.43M | 60.34% |
| DIREXION SHARES ETF TRUSTDA 500 BU 3X ETF | Added | 176,249 | US$47.71M | 6.41% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 277,432 | US$22.93M | 3.08% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Cut | 240,079 | US$12.14M | 1.63% |
| LQDISHARES TRIBOXX INV CP ETF | Cut | 106,526 | US$11.62M | 1.56% |
| FFORD MTR COCOM | Added | 647,831 | US$9M | 1.21% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Cut | 195,769 | US$8.91M | 1.20% |
| J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | Added | 136,459 | US$7.3M | 0.98% |
| VICTORY PORTFOLIOS IICORE BD ETF | Added | 152,068 | US$7.12M | 0.96% |
| IEFISHARES TR7-10 YR TRSY BD | Cut | 68,061 | US$6.44M | 0.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.