Insight Wealth Partners, LLC — 13F Holdings

2026 Q1  ·  131 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Insight Wealth Partners, LLC maintained a portfolio of 131 distinct positions. The most significant new addition was RBB FD INC, now representing 0.40% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 26063.1%. Conversely, Insight Wealth Partners, LLC completely exited their position in SPDR S&P 500 ETF TR.
Position History hover any row below to update
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Insight Wealth Partners, LLC Elmhurst, IL RIA AUM $246M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
131
Quarter
2026 Q1
Top Holding
SPY (65.2%)
Top 10 Concentration
80.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 131
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STR SPDR ...
CALL
CALL Option 65.24% 67.06% #1
Prev: #1
6.5
—
-2,300 -0.3%
P
S
715,300 $465,188,202
$430.76 +26.8%
$383.40 +42.5%
2019 Q4 13F Filing 2026-03-31 2026-05-14
VCIT
VANGUARD SCOTTS...
Bond/Debt 3.17% 3.17% #2
Prev: #2
3.3
—
-3,139 -1.1%
P
S
272,811 $22,575,130 2025 Q3 13F Filing 2026-03-31 2026-05-14
SPXL
DIREXION SHARES...
ETF 2.50% 3.00% #3
Prev: #3
2.5
—
-2,569 -2.6%
P
S
96,589 $17,858,329 2020 Q1 13F Filing 2026-03-31 2026-05-14
LQD
ISHARES TR
ETF 2.14% 2.04% #4
Prev: #4
1.9
—
4,658 3.4%
P
S
139,708 $15,226,769 2019 Q4 13F Filing 2026-03-31 2026-05-14
JPST
J P MORGAN EXCH...
ETF 1.96% 1.86% #5
Prev: #5
1.8
—
7,976 3.0%
P
S
276,178 $13,977,360 2023 Q1 13F Filing 2026-03-31 2026-05-14
FBND
FIDELITY MERRIM...
ETF 1.62% 1.50% #6
Prev: #6
2.6
—
15,130 6.4%
P
S
252,939 $11,539,091 2019 Q4 13F Filing 2026-03-31 2026-05-14
IEF
ISHARES TR
ETF 0.97% 0.46% #7 11
Prev: #18
3.4
—
37,372 106.4%
P
S
72,511 $6,920,467 2025 Q4 13F Filing 2026-03-31 2026-05-14
TIP
ISHARES TR
ETF 0.94% 0.86% #8 2
Prev: #10
2.4
—
3,407 6.0%
P
S
60,632 $6,691,331 2021 Q1 13F Filing 2026-03-31 2026-05-14
GTO
INVESCO ACTIVEL...
ETF 0.93% 0.86% #9 2
Prev: #11
2.4
—
9,642 7.3%
P
S
141,670 $6,634,402 2020 Q3 13F Filing 2026-03-31 2026-05-14
JBND
J P MORGAN EXCH...
Bond/Debt 0.92% 0.90% #10 2
Prev: #8
0.9
—
518 0.4%
P
S
122,574 $6,590,821 2024 Q3 13F Filing 2026-03-31 2026-05-14
UITB
VICTORY PORTFOL...
Bond/Debt 0.90% 0.88% #11 2
Prev: #9
0.9
—
669 0.5%
P
S
136,412 $6,413,683 2024 Q3 13F Filing 2026-03-31 2026-05-14
HYG
ISHARES TR
ETF 0.81% 0.75% #12
Prev: #12
2.3
—
4,247 6.2%
P
S
72,531 $5,770,605 2019 Q4 13F Filing 2026-03-31 2026-05-14
FALN
ISHARES TR
ETF 0.69% 0.65% #13 1
Prev: #14
2.3
—
9,939 5.7%
P
S
184,138 $4,920,168 2019 Q4 13F Filing 2026-03-31 2026-05-14
NVDA
NVIDIA CORPORAT...
Technology 0.68% 0.70% #14 1
Prev: #13
0.8
—
545 2.0%
P
S
27,813 $4,850,653 2021 Q4 13F Filing 2026-03-31 2026-05-14
IG
PRINCIPAL EXCHA...
ETF 0.66% 0.63% #15
Prev: #15
0.8
—
6,038 2.7%
P
S
226,628 $4,677,384 2022 Q1 13F Filing 2026-03-31 2026-05-14
IAU
ISHARES GOLD TR
ETF 0.65% 1.02% #16 9
Prev: #7
0.3
—
-39,042 -42.5%
P
S
52,747 $4,650,176 2019 Q4 13F Filing 2026-03-31 2026-05-14
EMB
ISHARES TR
ETF 0.62% 0.60% #17 1
Prev: #16
0.7
—
1,890 4.2%
P
S
47,021 $4,416,665 2019 Q4 13F Filing 2026-03-31 2026-05-14
MUB
ISHARES TR
ETF 0.50% 0.48% #18 1
Prev: #17
0.7
—
564 1.7%
P
S
33,579 $3,564,411 2020 Q3 13F Filing 2026-03-31 2026-05-14
CMBS
ISHARES TR
ETF 0.48% 0.45% #19
Prev: #19
2.2
—
4,456 6.7%
P
S
70,853 $3,452,689 2020 Q3 13F Filing 2026-03-31 2026-05-14
BOND
PIMCO ETF TR
ETF 0.47% 0.43% #20
Prev: #20
2.2
—
2,565 7.6%
P
S
36,315 $3,351,108 2020 Q2 13F Filing 2026-03-31 2026-05-14
UMI
USCF ETF TR
ETF 0.43% 0.33% #21 6
Prev: #27
2.2
—
3,654 7.4%
P
S
52,766 $3,091,580 2025 Q1 13F Filing 2026-03-31 2026-05-14
SNPE
DBX ETF TR
ETF 0.43% 0.43% #22 1
Prev: #21
0.7
—
1,004 2.0%
P
S
51,197 $3,048,761 2020 Q4 13F Filing 2026-03-31 2026-05-14
UTWO
RBB FD INC
Unknown 0.40% — #23
Prev: #—
3.7
—
58,908 —
NEW
 58,908 $2,844,232 2026 Q1 13F Filing 2026-03-31 2026-05-14
SOXX
ISHARES TR
ETF 0.36% 0.32% #24 5
Prev: #29
0.6
—
110 1.4%
P
S
7,828 $2,572,600 2023 Q2 13F Filing 2026-03-31 2026-05-14
AAPL
APPLE INC
Technology 0.35% 0.36% #25 2
Prev: #23
0.6
—
15 0.2%
P
S
9,761 $2,477,252 2019 Q4 13F Filing 2026-03-31 2026-05-14
AVGO
BROADCOM INC
Technology 0.33% 0.36% #26 4
Prev: #22
0.6
—
42 0.5%
P
S
7,712 $2,386,893 2021 Q4 13F Filing 2026-03-31 2026-05-14
VCSH
VANGUARD SCOTTS...
ETF 0.33% 0.35% #27 3
Prev: #24
0.6
—
-3,050 -9.4%
P
S
29,386 $2,329,400 2020 Q3 13F Filing 2026-03-31 2026-05-14
LQDB
ISHARES TR
ETF 0.33% 0.33% #28
Prev: #28
0.6
—
-464 -1.7%
P
S
26,941 $2,326,140 2024 Q3 13F Filing 2026-03-31 2026-05-14
AMZN
AMAZON COM INC
Consumer Cyclical 0.32% 0.34% #29 4
Prev: #25
0.6
—
165 1.5%
P
S
10,880 $2,265,978 2020 Q3 13F Filing 2026-03-31 2026-05-14
BSMU
INVESCO EXCH TR...
ETF 0.32% 0.31% #30
Prev: #30
1.1
—
no change no change
P
S
103,724 $2,262,573 2022 Q4 13F Filing 2026-03-31 2026-05-14
AVDV
AMERICAN CENTY ...
Bond/Debt 0.31% 0.28% #31
Prev: #31
0.6
—
218 1.0%
P
S
22,271 $2,224,004 2023 Q2 13F Filing 2026-03-31 2026-05-14
TBG
EA SERIES TRUST
Unknown 0.30% 0.25% #32 3
Prev: #35
2.1
—
6,415 11.9%
P
S
60,510 $2,109,379 2025 Q1 13F Filing 2026-03-31 2026-05-14
AVUV
AMERICAN CENTY ...
ETF 0.28% 0.25% #33 1
Prev: #34
0.6
—
499 2.8%
P
S
18,324 $2,024,276 2022 Q4 13F Filing 2026-03-31 2026-05-14
AIRR
FIRST TR EXCHAN...
ETF 0.27% 0.22% #34 3
Prev: #37
2.1
—
1,392 8.6%
P
S
17,529 $1,941,882 2023 Q4 13F Filing 2026-03-31 2026-05-14
PHYS
SPROTT ASSET MA...
Unknown 0.27% 0.33% #35 9
Prev: #26
0.1
—
-18,898 -25.8%
P
S
54,476 $1,930,629 2020 Q2 13F Filing 2026-03-31 2026-05-14
GLD
SPDR GOLD TR
ETF 0.27% 0.23% #36
Prev: #36
2.1
—
214 5.0%
P
S
4,482 $1,928,560 2023 Q4 13F Filing 2026-03-31 2026-05-14
FANG
DIAMONDBACK ENE...
Energy 0.26% 0.20% #37 2
Prev: #39
0.6
—
-65 -0.7%
P
S
9,471 $1,873,269 2021 Q1 13F Filing 2026-03-31 2026-05-14
TACK
CAPITOL SER TR
Unknown 0.26% 0.26% #38 6
Prev: #32
0.6
—
-867 -1.4%
P
S
61,583 $1,872,014 2023 Q2 13F Filing 2026-03-31 2026-05-14
SPY
STATE STR SPDR ...
ETF 0.24% 0.26% #39 6
Prev: #33
0.6
—
-129 -4.7%
P
S
2,605 $1,694,394 2019 Q4 13F Filing 2026-03-31 2026-05-14
ZALT
INNOVATOR ETFS ...
ETF 0.22% 0.10% #40 29
Prev: #69
3.1
—
26,192 113.2%
P
S
49,328 $1,601,187 2025 Q1 13F Filing 2026-03-31 2026-05-14
XOM
EXXON MOBIL COR...
Energy 0.22% 0.15% #41 4
Prev: #45
0.6
—
240 2.6%
P
S
9,416 $1,597,562 2019 Q4 13F Filing 2026-03-31 2026-05-14
COWZ
PACER FDS TR
ETF 0.21% 0.21% #42 4
Prev: #38
0.6
—
-1,156 -4.6%
P
S
24,186 $1,513,054 2024 Q1 13F Filing 2026-03-31 2026-05-14
DBEF
DBX ETF TR
ETF 0.20% 0.16% #43 1
Prev: #42
2.1
—
3,480 14.1%
P
S
28,222 $1,394,173 2024 Q3 13F Filing 2026-03-31 2026-05-14
VRT
VERTIV HOLDINGS...
Industrials 0.18% 0.12% #44 18
Prev: #62
0.6
—
6 0.1%
P
S
5,260 $1,318,060 2024 Q2 13F Filing 2026-03-31 2026-05-14
AVIV
AMERICAN CENTY ...
Bond/Debt 0.17% 0.14% #45 5
Prev: #50
2.1
—
2,056 14.2%
P
S
16,560 $1,239,188 2023 Q2 13F Filing 2026-03-31 2026-05-14
CSCO
CISCO SYS INC
Technology 0.17% 0.17% #46 5
Prev: #41
0.6
—
-593 -3.6%
P
S
15,839 $1,228,948 2019 Q4 13F Filing 2026-03-31 2026-05-14
SCHG
SCHWAB STRATEGI...
ETF 0.16% 0.18% #47 7
Prev: #40
0.6
—
-1,072 -2.6%
P
S
39,683 $1,155,966 2024 Q1 13F Filing 2026-03-31 2026-05-14
SCHD
SCHWAB STRATEGI...
ETF 0.16% 0.14% #48
Prev: #48
0.6
—
-606 -1.6%
P
S
37,217 $1,141,818 2021 Q1 13F Filing 2026-03-31 2026-05-14
RTX
RTX CORPORATION
Industrials 0.16% 0.14% #49 2
Prev: #47
0.6
—
90 1.6%
P
S
5,757 $1,110,525 2020 Q2 13F Filing 2026-03-31 2026-05-14
TXN
TEXAS INSTRS IN...
Technology 0.15% 0.11% #50 14
Prev: #64
2.6
—
1,005 21.5%
P
S
5,687 $1,104,074 2019 Q4 13F Filing 2026-03-31 2026-05-14
Showing 1-50 of 131 holdings

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