Universe · entity
Insight Wealth Partners, LLC
Institutional manager (13F) · CIK 1627003
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $213M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $23M | 272,811 |
| 2 | DIREXION SHARES ETF TRUST | $18M | 96,589 |
| 3 | ISHARES TR | $15M | 139,708 |
| 4 | J P MORGAN EXCHANGE TRADED F | $14M | 276,178 |
| 5 | FIDELITY MERRIMACK STR TR | $12M | 252,939 |
| 6 | ISHARES TR | $7M | 72,511 |
| 7 | ISHARES TR | $7M | 60,632 |
| 8 | INVESCO ACTIVELY MANAGED EXC | $7M | 141,670 |
| 9 | J P MORGAN EXCHANGE TRADED F | $7M | 122,574 |
| 10 | VICTORY PORTFOLIOS II | $6M | 136,412 |
| 11 | ISHARES TR | $6M | 72,531 |
| 12 | ISHARES TR | $5M | 184,138 |
| 13 | NVIDIA CORPORATION | $5M | 27,813 |
| 14 | PRINCIPAL EXCHANGE TRADED FD | $5M | 226,628 |
| 15 | ISHARES GOLD TR | $5M | 52,747 |
| 16 | ISHARES TR | $4M | 47,021 |
| 17 | ISHARES TR | $4M | 33,579 |
| 18 | ISHARES TR | $3M | 70,853 |
| 19 | PIMCO ETF TR | $3M | 36,315 |
| 20 | USCF ETF TR | $3M | 52,766 |
| 21 | DBX ETF TR | $3M | 51,197 |
| 22 | RBB FD INC | $3M | 58,908 |
| 23 | ISHARES TR | $3M | 7,828 |
| 24 | APPLE INC | $2M | 9,761 |
| 25 | BROADCOM INC | $2M | 7,712 |
| 26 | VANGUARD SCOTTSDALE FDS | $2M | 29,386 |
| 27 | ISHARES TR | $2M | 26,941 |
| 28 | AMAZON COM INC | $2M | 10,880 |
| 29 | INVESCO EXCH TRD SLF IDX FD | $2M | 103,724 |
| 30 | AMERICAN CENTY ETF TR | $2M | 22,271 |
| 31 | EA SERIES TRUST | $2M | 60,510 |
| 32 | AMERICAN CENTY ETF TR | $2M | 18,324 |
| 33 | FIRST TR EXCHANGE TRADED FD | $2M | 17,529 |
| 34 | SPROTT ASSET MANAGEMENT LP | $2M | 54,476 |
| 35 | SPDR GOLD TR | $2M | 4,482 |
| 36 | DIAMONDBACK ENERGY INC | $2M | 9,471 |
| 37 | CAPITOL SER TR | $2M | 61,583 |
| 38 | STATE STR SPDR S&P 500 ETF T | $2M | 2,605 |
| 39 | INNOVATOR ETFS TRUST | $2M | 49,328 |
| 40 | EXXON MOBIL CORP | $2M | 9,416 |
| 41 | PACER FDS TR | $2M | 24,186 |
| 42 | DBX ETF TR | $1M | 28,222 |
| 43 | VERTIV HOLDINGS CO | $1M | 5,260 |
| 44 | AMERICAN CENTY ETF TR | $1M | 16,560 |
| 45 | CISCO SYS INC | $1M | 15,839 |
| 46 | SCHWAB STRATEGIC TR | $1M | 39,683 |
| 47 | SCHWAB STRATEGIC TR | $1M | 37,217 |
| 48 | RTX CORPORATION | $1M | 5,757 |
| 49 | TEXAS INSTRS INC | $1M | 5,687 |
| 50 | SANDISK CORP | $1M | 1,600 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.