Institutional Fund
Insight Wealth Partners, LLC
Plano, TXCIK 16270035 filings on record
Portfolio Value
$247.43M
Q1 2026
Holdings
118
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+3.0%
from $240.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds9.1%
- Direxion Shs ETF Tr7.2%
- Ishares Tr6.2%
- J P Morgan Exchange Traded F5.6%
- Fidelity Merrimack Str Tr4.7%
- Ishares Tr2.8%
- Other64.4%
Portfolio Holdings
118 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 272.8K | $22.58M | 9.1% | −3.1K | Reduced |
| 2 | Direxion Shs ETF Tr | 96.6K | $17.86M | 7.2% | −2.6K | Reduced |
| 3 | Ishares Tr | 139.7K | $15.23M | 6.2% | +4.7K | Added |
| 4 | J P Morgan Exchange Traded F | 276.2K | $13.98M | 5.6% | +8.0K | Added |
| 5 | Fidelity Merrimack Str Tr | 252.9K | $11.54M | 4.7% | +15.1K | Added |
| 6 | Ishares Tr | 72.5K | $6.92M | 2.8% | +37.4K | Added |
| 7 | Ishares Tr | 60.6K | $6.69M | 2.7% | +3.4K | Added |
| 8 | Invesco Actively Managed Exc | 141.7K | $6.63M | 2.7% | +9.6K | Added |
| 9 | J P Morgan Exchange Traded F | 122.6K | $6.59M | 2.7% | +518 | Added |
| 10 | Victory Portfolios II | 136.4K | $6.41M | 2.6% | +669 | Added |
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