StockDriftsStockDriftsTop 50 Insight Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 60.34% | 601.8K | $449.4M | +23002.76%(+599.22K) | $688.85(+12.56%) | 2026-06-30 | |
| SPXL | DIREXION SHARES ETF TRUST | 6.41% | 176.2K | $47.7M | +82.47%(+79.66K) | $177.61(+68.52%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.08% | 277.4K | $22.9M | +1.69%(+4.62K) | $83.50(-2.81%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.63% | 240.1K | $12.1M | -13.07%(-36.10K) | $50.48(+0.06%) | 2026-06-30 | |
| LQD | ISHARES TR | 1.56% | 106.5K | $11.6M | -23.75%(-33.18K) | $113.82(-7.23%) | 2026-06-30 | |
| F | FORD MTR CO | 1.21% | 647.8K | $9.0M | +1268.61%(+600.50K) | $12.91(+9.93%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.2% | 195.8K | $8.9M | -22.60%(-57.17K) | $47.81(-6.14%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 0.98% | 136.5K | $7.3M | +11.33%(+13.88K) | $53.57(-1.81%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 0.96% | 152.1K | $7.1M | +11.48%(+15.66K) | $47.04(-1.72%) | 2026-06-30 | |
| IEF | ISHARES TR | 0.86% | 68.1K | $6.4M | -6.14%(-4.45K) | $96.05(-3.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.28% | +1.93% | +10.05% |
| Top 20 Holdings Unweighted | +7.62% | +24.65% | +1.73% | +8.96% |
Insight Wealth Partners, LLC reports $744.81M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are SPY (60.3%), SPXL (6.4%) and VCIT (3.1%). The top 20 holdings account for 84.54% of reported assets. Its disclosed equity book has returned +30.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Insight Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1627003). View Insight Wealth Partners, LLC’s 13F filings on SEC