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Insight Wealth Partners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $759,106,372
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares · CALL: $459,484,575
- DIREXION SHARES ETF TRUST · DA 500 BU 3X ETF · 25459W862 · shares · CALL: $41,265,480
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $20,264,845
- DIREXION SHARES ETF TRUST · DA 500 BU 3X ETF · 25459W862 · shares: $17,086,083
- J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF · 46641Q837 · shares: $11,131,191
- ISHARES TR · IBOXX INV CP ETF · 464287242 · shares: $11,116,079
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $9,020,113
- FORD MTR CO · COM · 345370860 · shares: $7,817,651
- J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF · 46654Q716 · shares: $7,196,878
- VICTORY PORTFOLIOS II · CORE BD ETF · 92647N527 · shares: $7,006,322
Reported holdings
141 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | — | 10,342 shares | $361,453 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,023 shares | $348,461 |
| DEERE & CO | COM | 244199105 | — | 515 shares | $345,848 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 320 shares | $340,835 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 APRI | 45784N726 | — | 12,270 shares | $331,829 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 8,895 shares | $316,751 |
| EVERCORE INC | CLASS A | 29977A105 | — | 1,213 shares | $312,348 |
| COCA COLA CO | COM | 191216100 | — | 3,552 shares | $305,782 |
| ENBRIDGE INC | COM | 29250N105 | — | 6,542 shares | $304,138 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | — | 15,245 shares | $297,582 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 474 shares | $289,974 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | — | 12,701 shares | $289,900 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 5,629 shares | $288,374 |
| PEPSICO INC | COM | 713448108 | — | 2,261 shares | $286,514 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | — | 5,424 shares | $285,391 |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 45784N775 | — | 10,487 shares | $276,594 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 | — | 12,452 shares | $275,252 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 3,213 shares | $274,647 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 JULY | 45783Y251 | — | 8,974 shares | $271,499 |
| CATERPILLAR INC | COM | 149123101 | — | 330 shares | $267,561 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 639 shares | $253,881 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 278 shares | $253,075 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 3,572 shares | $250,564 |
| WP CAREY INC | COM | 92936U109 | — | 3,870 shares | $250,118 |
| VANECK ETF TRUST | JP MRGAN EM LOC | 92189H300 | — | 9,950 shares | $247,071 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 885 shares | $245,933 |
| CITIGROUP INC | COM NEW | 172967424 | — | 1,837 shares | $237,855 |
| VIRTUIX HOLDINGS INC. | COM CL A | 92835U101 | — | 193,206 shares | $237,643 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 3,458 shares | $236,942 |
| ELI LILLY & CO | COM | 532457108 | — | 199 shares | $230,539 |
| CAMTEK LTD | ORD | M20791105 | — | 1,432 shares | $222,318 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 959 shares | $221,846 |
| TOUCHSTONE ETF TRUST | STRAT INCOM ETF | 89157W202 | — | 8,917 shares | $219,264 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 2,784 shares | $210,526 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,439 shares | $208,095 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 7,035 shares | $207,533 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 629 shares | $204,947 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 | — | 11,617 shares | $183,200 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 1,871 shares | $124,964 |
| UNISYS CORP | COM NEW | 909214306 | — | 32,859 shares | $75,904 |
| ALPHABET INC | CAP STK CL A | 02079K305 | CALL | 100 shares | $34,408 |