Insight Wealth Partners, LLC
119 holdingsFiling period: 2026-03-31Current AUM: $798.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 717.9K | $466.9M | $536.3M | 67.20% | -2,429 | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 272.8K | $22.6M | $22.2M | 2.78% | -3,139 | 2026-03-31 |
| 3 | SPXL | DIREXION SHARES ETF TRUST | 98.6K | $18.2M | $26.4M | 3.31% | -569 | 2026-03-31 |
| 4 | LQD | ISHARES TR | 139.7K | $15.2M | $14.8M | 1.86% | +4.7K | 2026-03-31 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 276.2K | $14.0M | $14.0M | 1.75% | +8.0K | 2026-03-31 |
| 6 | FBND | FIDELITY MERRIMACK STR TR | 252.9K | $11.5M | $11.3M | 1.42% | +15.1K | 2026-03-31 |
| 7 | IEF | ISHARES TR | 72.5K | $6.9M | $6.7M | 0.84% | +37.4K | 2026-03-31 |
| 8 | TIP | ISHARES TR | 60.6K | $6.7M | $6.5M | 0.82% | +3.4K | 2026-03-31 |
| 9 | GTO | INVESCO ACTIVELY MANAGED EXC | 141.7K | $6.6M | $6.5M | 0.82% | +9.6K | 2026-03-31 |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 122.6K | $6.6M | $6.5M | 0.81% | +518 | 2026-03-31 |
| 11 | UITB | VICTORY PORTFOLIOS II | 136.4K | $6.4M | $6.3M | 0.79% | +669 | 2026-03-31 |
| 12 | HYG | ISHARES TR | 72.5K | $5.8M | $5.8M | 0.72% | +4.2K | 2026-03-31 |
| 13 | FALN | ISHARES TR | 184.1K | $4.9M | $5.0M | 0.62% | +9.9K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 27.8K | $4.8M | $5.6M | 0.70% | +545 | 2026-03-31 |
| 15 | IG | PRINCIPAL EXCHANGE TRADED FD | 226.6K | $4.7M | $4.6M | 0.57% | +6.0K | 2026-03-31 |
| 16 | IAU | ISHARES GOLD TR | 52.7K | $4.7M | $4.0M | 0.50% | -39,042 | 2026-03-31 |
| 17 | EMB | ISHARES TR | 47.0K | $4.4M | $4.5M | 0.56% | +1.9K | 2026-03-31 |
| 18 | MUB | ISHARES TR | 33.6K | $3.6M | $3.5M | 0.44% | +564 | 2026-03-31 |
| 19 | CMBS | ISHARES TR | 70.9K | $3.5M | $3.4M | 0.43% | +4.5K | 2026-03-31 |
| 20 | BOND | PIMCO ETF TR | 36.3K | $3.4M | $3.3M | 0.41% | +2.6K | 2026-03-31 |
| 21 | UMI | USCF ETF TR | 52.8K | $3.1M | $3.2M | 0.40% | +3.7K | 2026-03-31 |
| 22 | SNPE | DBX ETF TR | 51.2K | $3.0M | $3.5M | 0.44% | +1.0K | 2026-03-31 |
| 23 | UTWO | RBB FD INC | 58.9K | $2.8M | $2.8M | 0.35% | -- | 2026-03-31 |
| 24 | SOXX | ISHARES TR | 7.8K | $2.6M | $4.0M | 0.50% | +110 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 0.38% | +15 | 2026-03-31 |
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