account_balance
Investment manager · 13F filer · SEC CIK 1627003
Insight Wealth Partners, LLC
Reported value$254Mas of Sep 30, 2026
Positions137 9 new, 7 sold out
Top 10 weight40.3%VCIT alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCITVanguard Scottsdale FDS
8.0%Trimmed −7%
SPXLDirexion Shares ETF Trust
6.7%Trimmed −66%
JPSTJ P Morgan Exchange Traded F
4.4%Trimmed −8%
LQDiShares Tr
4.4%Added +2%
FBNDFidelity Merrimack STR Tr
3.5%Added +6%
FFord Motor Co
3.1%
JBNDJ P Morgan Exchange Traded F
2.8%Added +3%
UITBVictory Portfolios II
2.8%Added +3%
IEFiShares Tr
2.3%
NVDANVIDIA Corp
2.3%−10%
GTOInvesco Actively Managed Exc
1.9%+6%
TIPiShares Tr
1.9%+5%
VCITVanguard Scottsdale FDS
8.0%Trimmed −7%
SPXLDirexion Shares ETF Trust
6.7%Trimmed −66%
JPSTJ P Morgan Exchange Traded F
4.4%
LQDiShares Tr
4.4%
FBNDFidelity Merrimack STR Tr
3.5%+6%
FFord Motor Co
3.1%
JBNDJ P Morgan Exchange Traded F
2.8%
UITBVictory Portfolios II
2.8%
IEF2.3%
NVDA2.3%GTO1.9%
TIP1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCIT Vanguard Scottsdale FDS 8.0% Trimmed −7%
SPXL Direxion Shares ETF Trust 6.7% Trimmed −66%
JPST J P Morgan Exchange Traded F 4.4% Trimmed −8%
LQD iShares Tr 4.4% Added +2%
FBND Fidelity Merrimack STR Tr 3.5% Added +6%
F Ford Motor Co 3.1% HeldJBND J P Morgan Exchange Traded F 2.8% Added +3%
UITB Victory Portfolios II 2.8% Added +3%
IEF iShares Tr 2.3% Held
NVDA NVIDIA Corp 2.3% Trimmed −10%GTO Invesco Actively Managed Exc 1.9% Added +6%
TIP iShares Tr 1.9% Added +5%
What changed
Biggest moves since Jun 30, 2026
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