Insight Wealth Partners, LLC
136 holdingsFiling period: 2026-06-30Current AUM: $743.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 601.8K | $449.4M | $454.8M | 61.14% | -116,078 | 2026-06-30 |
| 2 | SPXL | Direxion Shares ETF Trust | 176.2K | $47.7M | $47.6M | 6.41% | +77.7K | 2026-06-30 |
| 3 | VCIT | Vanguard Scottsdale Fds | 277.4K | $22.9M | $22.1M | 2.97% | +4.6K | 2026-06-30 |
| 4 | JPST | J P Morgan Exchange Traded F | 240.1K | $12.1M | $12.1M | 1.63% | -36,099 | 2026-06-30 |
| 5 | LQD | iShares TR | 106.5K | $11.6M | $11.1M | 1.49% | -33,182 | 2026-06-30 |
| 6 | F | Ford Mtr Co | 647.8K | $9.0M | $7.9M | 1.07% | +600.5K | 2026-06-30 |
| 7 | FBND | Fidelity Merrimack Str TR | 195.8K | $8.9M | $8.6M | 1.16% | -57,170 | 2026-06-30 |
| 8 | JBND | J P Morgan Exchange Traded F | 136.5K | $7.3M | $7.1M | 0.95% | +13.9K | 2026-06-30 |
| 9 | UITB | Victory Portfolios II | 152.1K | $7.1M | $6.9M | 0.93% | +15.7K | 2026-06-30 |
| 10 | IEF | iShares TR | 68.1K | $6.4M | $6.2M | 0.84% | -4,450 | 2026-06-30 |
| 11 | NVDA | NVIDIA Corporation | 28.5K | $5.7M | $5.8M | 0.78% | +687 | 2026-06-30 |
| 12 | IG | Principal Exchange Traded FD | 256.8K | $5.3M | $5.1M | 0.68% | +30.2K | 2026-06-30 |
| 13 | SOXX | iShares TR | 8.1K | $5.2M | $3.8M | 0.51% | +289 | 2026-06-30 |
| 14 | TIP | iShares TR | 44.8K | $4.9M | $4.8M | 0.64% | -15,783 | 2026-06-30 |
| 15 | GTO | Invesco Actively Managed Exc | 104.4K | $4.9M | $4.7M | 0.64% | -37,292 | 2026-06-30 |
| 16 | HYG | iShares TR | 59.8K | $4.8M | $4.6M | 0.62% | -12,722 | 2026-06-30 |
| 17 | FALN | iShares TR | 157.0K | $4.3M | $4.1M | 0.55% | -27,140 | 2026-06-30 |
| 18 | EEM | iShares TR | 61.0K | $4.2M | $3.7M | 0.50% | -- | 2026-06-30 |
| 19 | IAU | iShares Gold TR | 53.4K | $4.0M | $3.9M | 0.52% | +605 | 2026-06-30 |
| 20 | SNPE | Dbx ETF TR | 54.0K | $3.7M | $3.7M | 0.50% | +2.8K | 2026-06-30 |
| 21 | SNDK | Sandisk Corp | 1.6K | $3.7M | $1.8M | 0.25% | +7 | 2026-06-30 |
| 22 | UTWO | Rbb FD Inc | 73.2K | $3.5M | $3.5M | 0.47% | +14.3K | 2026-06-30 |
| 23 | EMB | iShares TR | 36.2K | $3.5M | $3.3M | 0.45% | -10,791 | 2026-06-30 |
| 24 | UMI | Uscf ETF TR | 57.5K | $3.4M | $3.5M | 0.48% | +4.7K | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 8.7K | $3.3M | $2.8M | 0.38% | +954 | 2026-06-30 |
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