Insight Wealth Partners, LLC

13F filer · CIK 0001627003

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$745MU.S. long equity reported on 13F

Positions6115 new · 5 closed

Net flow last quarter+$461MBuys minus sells

Top 10 positions weight65.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202661 positions
SPYSPDR S&P 500 ETF Trust	$449M	60.34%	Not reported	+23002.8%	Q4 2019
FFord Motor Co	$9M	1.21%	0.02%	+1268.6%	Q1 2022
NVDANvidia Corp	$5.7M	0.77%	0.00%	+2.5%	Q4 2021
IGTeligent, Inc.	$5.31M	0.71%	0.28%	+13.3%	Q4 2022
IAUIshares Gold Trust	$4.03M	0.54%	0.01%	+1.2%	Q4 2019
SNDKSandisk Corp	$3.65M	0.49%	0.00%	+0.4%	Q1 2026
AVGOBroadcom Inc.	$3.27M	0.44%	0.00%	+12.4%	Q4 2021
AAPLApple Inc.	$2.98M	0.40%	0.00%	+5.5%	Q4 2019
AMZNAmazon Com Inc	$2.58M	0.35%	0.00%	-0.5%	Q3 2020
CSCOCisco Systems, Inc.	$1.83M	0.25%	0.00%	-1.9%	Q4 2019
VRTVertiv Holdings Co	$1.74M	0.23%	0.00%	-1.0%	Q2 2024
GLDSPDR Gold Trust	$1.67M	0.22%	0.00%	+1.4%	Q4 2023
FANGDiamondback Energy, Inc.	$1.66M	0.22%	0.00%	0.0%	Q1 2021
PHYSSprott Physical Gold Trust	$1.64M	0.22%	0.01%	Not reported	Q2 2020
TXNTexas Instruments Inc	$1.63M	0.22%	0.00%	-3.8%	Q4 2019
AVIVAviv REIT, Inc.	$1.54M	0.21%	0.04%	+19.8%	Q2 2023
XOMExxonMobil Holdings Corp	$1.49M	0.20%	0.00%	+15.8%	Q4 2019
CVXChevron Corp	$1.38M	0.19%	0.00%	+299.3%	Q4 2019
GOOGLAlphabet Inc.	$1.23M	0.16%	0.00%	-1.2%	Q4 2021
TSLATesla, Inc.	$1.1M	0.15%	0.00%	+2.8%	Q2 2024
PULSPulse Electronics Corp	$940K	0.13%	0.11%	-3.4%	Q2 2023
JPMJPMorgan Chase & Co	$912K	0.12%	0.00%	-3.8%	Q4 2021
PCARPaccar Inc	$909K	0.12%	0.00%	Not reported	Q4 2019
MSFTMicrosoft Corp	$866K	0.12%	0.00%	-0.3%	Q3 2020
WEAWestern Asset Premier Bond Fund	$851K	0.11%	Not reported	-7.7%	Q2 2021
VMIValmont Industries Inc	$801K	0.11%	0.01%	New	Q2 2026
TJXTJX Companies Inc	$663K	0.09%	0.00%	-1.5%	Q1 2026
CALYCallaway Golf Co	$611K	0.08%	0.02%	-0.4%	Q4 2025
DUKDuke Energy CORP	$609K	0.08%	0.00%	New	Q2 2026
PLTRPalantir Technologies Inc.	$564K	0.08%	0.00%	-0.4%	Q1 2025
METAMeta Platforms, Inc.	$552K	0.07%	Not reported	-10.1%	Q1 2024
DELLDell Technologies Inc.	$539K	0.07%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$513K	0.07%	0.00%	-18.1%	Q1 2023
ECLEcolab Inc.	$442K	0.06%	0.00%	-5.8%	Q4 2023
AMDAdvanced Micro Devices Inc	$436K	0.06%	0.00%	New	Q2 2026
CATCaterpillar Inc	$429K	0.06%	0.00%	New	Q2 2026
EVREvercore Inc.	$418K	0.06%	Not reported	-2.5%	Q2 2024
MIRMMirum Pharmaceuticals, Inc.	$395K	0.05%	0.01%	New	Q2 2026
GOOGAlphabet Inc.	$367K	0.05%	Not reported	+43.0%	Q4 2025
MUMicron Technology Inc	$358K	0.05%	0.00%	New	Q2 2026
ENBEnbridge Inc	$355K	0.05%	0.00%	New	Q2 2026
CCitigroup Inc	$349K	0.05%	0.00%	New	Q2 2026
COPConocophillips	$317K	0.04%	0.00%	+1.0%	Q4 2021
CAMTCamtek Ltd	$312K	0.04%	0.00%	New	Q2 2026
PEPPepsico Inc	$309K	0.04%	0.00%	+0.8%	Q4 2023
STXSeagate Technology Holdings plc	$306K	0.04%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$306K	0.04%	0.00%	-16.9%	Q1 2024
EPDEnterprise Products Partners L.P.	$299K	0.04%	0.00%	-5.8%	Q2 2025
HPEHewlett Packard Enterprise Co	$299K	0.04%	0.00%	New	Q2 2026
DEDeere & Co	$297K	0.04%	0.00%	Not reported	Q4 2022

Q1 2026Reported May 14, 202651 positions
NVDANvidia Corp	$4.85M	0.68%	0.00%	+2.0%	Q4 2021
IGTeligent, Inc.	$4.68M	0.66%	0.24%	+2.7%	Q4 2022
IAUIshares Gold Trust	$4.65M	0.65%	0.01%	-42.5%	Q4 2019
AAPLApple Inc.	$2.48M	0.35%	0.00%	+0.2%	Q4 2019
AVGOBroadcom Inc.	$2.39M	0.33%	0.00%	+0.6%	Q4 2021
AMZNAmazon Com Inc	$2.27M	0.32%	0.00%	+1.5%	Q3 2020
PHYSSprott Physical Gold Trust	$1.93M	0.27%	0.01%	-25.8%	Q2 2020
GLDSPDR Gold Trust	$1.93M	0.27%	0.00%	+5.0%	Q4 2023
FANGDiamondback Energy, Inc.	$1.87M	0.26%	0.00%	-0.7%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.69M	0.24%	Not reported	-4.7%	Q4 2019
XOMExxonMobil Holdings Corp	$1.6M	0.22%	0.00%	+2.6%	Q4 2019
VRTVertiv Holdings Co	$1.32M	0.18%	0.00%	+0.1%	Q2 2024
AVIVAviv REIT, Inc.	$1.24M	0.17%	0.03%	+14.2%	Q2 2023
CSCOCisco Systems, Inc.	$1.23M	0.17%	0.00%	-3.6%	Q4 2019
RTXRTX Corp	$1.11M	0.16%	0.00%	+1.6%	Q2 2020
TXNTexas Instruments Inc	$1.1M	0.15%	0.00%	+21.5%	Q4 2019
SNDKSandisk Corp	$1.02M	0.14%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$1M	0.14%	0.00%	-2.3%	Q4 2021
PULSPulse Electronics Corp	$972K	0.14%	0.11%	Not reported	Q2 2023
TSLATesla, Inc.	$942K	0.13%	0.00%	+16.8%	Q2 2024
AAAlcoa Corp	$927K	0.13%	0.01%	New	Q1 2026
WEAWestern Asset Premier Bond Fund	$916K	0.13%	Not reported	-8.7%	Q2 2021
PCARPaccar Inc	$874K	0.12%	0.00%	-3.0%	Q4 2019
MSFTMicrosoft Corp	$861K	0.12%	0.00%	-1.4%	Q3 2020
JPMJPMorgan Chase & Co	$851K	0.12%	0.00%	+2.8%	Q4 2021
PLTRPalantir Technologies Inc.	$710K	0.10%	0.00%	-7.1%	Q1 2025
TJXTJX Companies Inc	$710K	0.10%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$623K	0.09%	Not reported	+0.3%	Q1 2024
FFord Motor Co	$546K	0.08%	0.00%	+0.7%	Q1 2022
ABBVAbbVie Inc.	$541K	0.08%	0.00%	-8.3%	Q1 2023
WMTWalmart Inc.	$482K	0.07%	0.00%	New	Q1 2026
CALYCallaway Golf Co	$453K	0.06%	0.02%	+8.2%	Q4 2025
ECLEcolab Inc.	$448K	0.06%	0.00%	-4.5%	Q4 2023
CVXChevron Corp	$432K	0.06%	0.00%	-1.2%	Q4 2019
COPConocophillips	$399K	0.06%	0.00%	Not reported	Q4 2021
EVREvercore Inc.	$374K	0.05%	Not reported	Not reported	Q2 2024
PEPPepsico Inc	$351K	0.05%	0.00%	Not reported	Q4 2023
EPDEnterprise Products Partners L.P.	$327K	0.05%	0.00%	+5.9%	Q2 2025
VTIXVirtuix Holdings Inc.	$327K	0.05%	0.58%	New	Q1 2026
TPLTexas Pacific Land Corp	$298K	0.04%	0.00%	Not reported	Q4 2019
TNKTeekay Tankers Ltd.	$295K	0.04%	0.04%	New	Q1 2026
LLYELI LILLY & Co	$283K	0.04%	0.00%	Not reported	Q1 2024
DEDeere & Co	$264K	0.04%	0.00%	Not reported	Q4 2022
WPCW. P. Carey Inc.	$264K	0.04%	0.00%	+0.2%	Q4 2019
KOCoca Cola Co	$263K	0.04%	0.00%	+0.1%	Q2 2025
COSTCostco Wholesale Corp	$262K	0.04%	0.00%	+1.9%	Q4 2021
BPBP PLC	$262K	0.04%	Not reported	Not reported	Q2 2022
GOOGAlphabet Inc.	$208K	0.03%	Not reported	+4.6%	Q4 2025
CLColgate Palmolive Co	$208K	0.03%	0.00%	-14.5%	Q4 2021
GSGoldman Sachs Group Inc	$203K	0.03%	0.00%	New	Q1 2026

Q4 2025Reported Feb 17, 202652 positions
IAUIshares Gold Trust	$7.45M	1.02%	0.01%	+2.9%	Q4 2019
NVDANvidia Corp	$5.09M	0.70%	0.00%	-5.1%	Q4 2021
IGTeligent, Inc.	$4.61M	0.63%	0.24%	+13.2%	Q4 2022
AVGOBroadcom Inc.	$2.65M	0.36%	0.00%	0.0%	Q4 2021
AAPLApple Inc.	$2.65M	0.36%	0.00%	-3.4%	Q4 2019
AMZNAmazon Com Inc	$2.47M	0.34%	0.00%	+0.5%	Q3 2020
PHYSSprott Physical Gold Trust	$2.42M	0.33%	0.02%	-0.9%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$1.86M	0.26%	Not reported	+96.8%	Q4 2019
GLDSPDR Gold Trust	$1.69M	0.23%	0.00%	+1.4%	Q4 2023
FANGDiamondback Energy, Inc.	$1.43M	0.20%	0.00%	Not reported	Q1 2021
CSCOCisco Systems, Inc.	$1.27M	0.17%	0.00%	-4.9%	Q4 2019
MSFTMicrosoft Corp	$1.14M	0.16%	0.00%	-5.6%	Q3 2020
GOOGLAlphabet Inc.	$1.11M	0.15%	0.00%	+196.2%	Q4 2021
XOMExxonMobil Holdings Corp	$1.1M	0.15%	0.00%	-7.6%	Q4 2019
WEAWestern Asset Premier Bond Fund	$1.05M	0.14%	Not reported	+0.5%	Q2 2021
RTXRTX Corp	$1.04M	0.14%	0.00%	Not reported	Q2 2020
AVIVAviv REIT, Inc.	$1.03M	0.14%	0.03%	+0.6%	Q2 2023
TSLATesla, Inc.	$976K	0.13%	0.00%	-0.4%	Q2 2024
PULSPulse Electronics Corp	$974K	0.13%	0.11%	-2.0%	Q2 2023
PLTRPalantir Technologies Inc.	$928K	0.13%	0.00%	+1.5%	Q1 2025
CVNACarvana Co.	$914K	0.13%	Not reported	+169.3%	Q3 2025
JPMJPMorgan Chase & Co	$907K	0.12%	0.00%	+5.0%	Q4 2021
PCARPaccar Inc	$854K	0.12%	0.00%	+0.2%	Q4 2019
VRTVertiv Holdings Co	$851K	0.12%	0.00%	+20.9%	Q2 2024
RKLBRocket Lab Corp	$834K	0.11%	0.00%	New	Q4 2025
TXNTexas Instruments Inc	$812K	0.11%	0.00%	-5.2%	Q4 2019
METAMeta Platforms, Inc.	$717K	0.10%	Not reported	-5.0%	Q1 2024
BROSDutch Bros Inc.	$714K	0.10%	0.01%	New	Q4 2025
ABBVAbbVie Inc.	$620K	0.08%	0.00%	-15.4%	Q1 2023
FFord Motor Co	$617K	0.08%	0.00%	-0.6%	Q1 2022
BALTBaltic Trading Ltd	$484K	0.07%	Not reported	-41.5%	Q1 2025
ECLEcolab Inc.	$463K	0.06%	0.00%	-1.4%	Q4 2023
EVREvercore Inc.	$427K	0.06%	Not reported	Not reported	Q2 2024
KEKimball Electronics, Inc.	$369K	0.05%	0.05%	New	Q4 2025
CALYCallaway Golf Co	$352K	0.05%	0.02%	New	Q4 2025
LLYELI LILLY & Co	$330K	0.05%	0.00%	+4.4%	Q1 2024
PEPPepsico Inc	$325K	0.04%	0.00%	+0.4%	Q4 2023
CVXChevron Corp	$322K	0.04%	0.00%	-21.5%	Q4 2019
COPConocophillips	$283K	0.04%	0.00%	+0.9%	Q4 2021
ABTAbbott Laboratories	$265K	0.04%	0.00%	+2.9%	Q4 2021
APPAppLovin Corp	$264K	0.04%	0.00%	New	Q4 2025
HOODRobinhood Markets, Inc.	$262K	0.04%	0.00%	New	Q4 2025
EPDEnterprise Products Partners L.P.	$262K	0.04%	0.00%	+5.8%	Q2 2025
WPCW. P. Carey Inc.	$249K	0.03%	0.00%	+0.4%	Q4 2019
KOCoca Cola Co	$241K	0.03%	0.00%	+2.8%	Q2 2025
QBTSD-Wave Quantum Inc.	$240K	0.03%	0.00%	New	Q4 2025
CLColgate Palmolive Co	$225K	0.03%	0.00%	-40.3%	Q4 2021
COSTCostco Wholesale Corp	$222K	0.03%	0.00%	-4.1%	Q4 2021
DEDeere & Co	$218K	0.03%	0.00%	-5.5%	Q4 2022
GOOGAlphabet Inc.	$218K	0.03%	Not reported	New	Q4 2025

Q3 2025Reported Nov 12, 202552 positions
IAUIshares Gold Trust	$6.49M	1.98%	0.01%	-0.3%	Q4 2019
NVDANvidia Corp	$5.36M	1.63%	0.00%	+1.2%	Q4 2021
IGTeligent, Inc.	$4.11M	1.25%	0.21%	+5.9%	Q4 2022
AAPLApple Inc.	$2.57M	0.78%	0.00%	+0.7%	Q4 2019
AVGOBroadcom Inc.	$2.53M	0.77%	0.00%	+2.1%	Q4 2021
AMZNAmazon Com Inc	$2.34M	0.71%	0.00%	+1.0%	Q3 2020
PHYSSprott Physical Gold Trust	$2.19M	0.67%	0.02%	Not reported	Q2 2020
GLDSPDR Gold Trust	$1.5M	0.46%	0.00%	-9.2%	Q4 2023
FANGDiamondback Energy, Inc.	$1.36M	0.42%	0.00%	Not reported	Q1 2021
MSFTMicrosoft Corp	$1.29M	0.39%	0.00%	+1.4%	Q3 2020
CSCOCisco Systems, Inc.	$1.18M	0.36%	0.00%	0.0%	Q4 2019
XOMExxonMobil Holdings Corp	$1.12M	0.34%	0.00%	+6.1%	Q4 2019
WEAWestern Asset Premier Bond Fund	$1.06M	0.32%	Not reported	+3.1%	Q2 2021
PULSPulse Electronics Corp	$998K	0.30%	0.11%	-2.3%	Q2 2023
AVIVAviv REIT, Inc.	$972K	0.30%	0.03%	+23.1%	Q2 2023
TSLATesla, Inc.	$969K	0.30%	0.00%	-2.7%	Q2 2024
RTXRTX Corp	$948K	0.29%	0.00%	-0.2%	Q2 2020
PLTRPalantir Technologies Inc.	$939K	0.29%	0.00%	+59.4%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$925K	0.28%	Not reported	+4.4%	Q4 2019
TXNTexas Instruments Inc	$907K	0.28%	0.00%	0.0%	Q4 2019
JPMJPMorgan Chase & Co	$845K	0.26%	0.00%	+13.8%	Q4 2021
METAMeta Platforms, Inc.	$839K	0.26%	Not reported	+0.9%	Q1 2024
BALTBaltic Trading Ltd	$809K	0.25%	Not reported	+28.4%	Q1 2025
HDHome Depot, Inc.	$806K	0.25%	0.00%	-2.2%	Q4 2021
PCARPaccar Inc	$766K	0.23%	0.00%	+0.1%	Q4 2019
ABBVAbbVie Inc.	$742K	0.23%	0.00%	-0.2%	Q1 2023
VRTVertiv Holdings Co	$656K	0.20%	0.00%	+1.1%	Q2 2024
NDAQNasdaq, Inc.	$619K	0.19%	0.00%	Not reported	Q4 2021
FFord Motor Co	$566K	0.17%	0.00%	+1.2%	Q1 2022
ECLEcolab Inc.	$490K	0.15%	0.00%	-4.9%	Q4 2023
ACNAccenture plc	$431K	0.13%	0.00%	-28.7%	Q4 2019
EVREvercore Inc.	$423K	0.13%	Not reported	+2.5%	Q2 2024
CVXChevron Corp	$418K	0.13%	0.00%	-3.6%	Q4 2019
CLColgate Palmolive Co	$382K	0.12%	0.00%	+0.2%	Q4 2021
NOWServiceNow, Inc.	$339K	0.10%	0.00%	+2.5%	Q2 2024
PEPPepsico Inc	$316K	0.10%	0.00%	Not reported	Q4 2023
TXRHTexas Roadhouse, Inc.	$308K	0.09%	0.00%	Not reported	Q1 2024
CVNACarvana Co.	$303K	0.09%	Not reported	New	Q3 2025
GOOGLAlphabet Inc.	$292K	0.09%	0.00%	Not reported	Q4 2021
COPConocophillips	$283K	0.09%	0.00%	+0.8%	Q4 2021
ABTAbbott Laboratories	$276K	0.08%	0.00%	+0.1%	Q4 2021
ORCLOracle Corp	$274K	0.08%	0.00%	-1.2%	Q1 2024
WPCW. P. Carey Inc.	$261K	0.08%	0.00%	Not reported	Q4 2019
DASHDoorDash, Inc.	$259K	0.08%	Not reported	New	Q3 2025
COSTCostco Wholesale Corp	$249K	0.08%	0.00%	-4.6%	Q4 2021
EPDEnterprise Products Partners L.P.	$241K	0.07%	0.00%	+17.5%	Q2 2025
DEDeere & Co	$226K	0.07%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$224K	0.07%	0.00%	-24.2%	Q1 2024
KOCoca Cola Co	$222K	0.07%	0.00%	-0.7%	Q2 2025
BPBP PLC	$221K	0.07%	Not reported	Not reported	Q2 2022

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