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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) |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | CALL | 602,500 shares | $459,484,575 |
| DIREXION SHARES ETF TRUST | DA 500 BU 3X ETF | 25459W862 | CALL | 146,800 shares | $41,265,480 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 258,777 shares | $20,264,845 |
| DIREXION SHARES ETF TRUST | DA 500 BU 3X ETF | 25459W862 | — | 60,783 shares | $17,086,083 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 220,989 shares | $11,131,191 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 108,790 shares | $11,116,079 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 208,317 shares | $9,020,113 |
| FORD MTR CO | COM | 345370860 | — | 648,230 shares | $7,817,651 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 140,784 shares | $7,196,878 |
| VICTORY PORTFOLIOS II | CORE BD ETF | 92647N527 | — | 156,939 shares | $7,006,322 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 66,811 shares | $5,966,914 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 25,549 shares | $5,834,976 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | — | 110,184 shares | $4,913,124 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 47,197 shares | $4,910,384 |
| PRINCIPAL EXCHANGE TRADED FD | PRNC INVT GRAD | 74255Y821 | — | 250,580 shares | $4,901,372 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 59,516 shares | $4,595,197 |
| ISHARES TR | FALN ANGLS USD | 46435G474 | — | 166,181 shares | $4,309,078 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 53,007 shares | $4,139,811 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 7,039 shares | $4,002,676 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | CALL | 58,600 shares | $3,913,894 |
| USCF ETF TR | MIDS ENE INC ETF | 90290T882 | — | 67,365 shares | $3,810,824 |
| RBB FD INC | US TREASY 2 YR | 74933W486 | — | 73,402 shares | $3,474,835 |
| DBX ETF TR | XTRACKRS S&P 500 | 233051143 | — | 48,122 shares | $3,365,174 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 46654Q773 | — | 64,488 shares | $3,315,312 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 35,862 shares | $3,257,672 |
| APPLE INC | COM | 037833100 | — | 9,616 shares | $3,202,158 |
| BROADCOM INC | COM | 11135F101 | — | 8,133 shares | $2,856,322 |
| EA SERIES TRUST | TBG DIVID FO ETF | 02072L375 | — | 76,358 shares | $2,756,535 |
| SANDISK CORP | COM | 80004C200 | — | 1,523 shares | $2,649,852 |
| AMAZON COM INC | COM | 023135106 | — | 10,607 shares | $2,642,734 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 26,091 shares | $2,637,800 |
| ISHARES TR | CMBS ETF | 46429B366 | — | 54,816 shares | $2,591,692 |
| ISHARES TR | BBB RATED CORP | 46436E494 | — | 29,241 shares | $2,405,157 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 27,303 shares | $2,375,126 |
| ISHARES TR | MSCI AC ASIA ETF | 464288182 | — | 19,305 shares | $2,247,814 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 20,343 shares | $2,225,156 |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 46138J445 | — | 102,392 shares | $2,139,389 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 17,720 shares | $2,086,839 |
| CAPITOL SER TR | FAIR TA SECT ETF | 14064D550 | — | 64,913 shares | $2,036,330 |
| TEXAS INSTRS INC | COM | 882508104 | — | 6,977 shares | $1,954,188 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,465 shares | $1,879,923 |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 | — | 53,064 shares | $1,832,831 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 11,179 shares | $1,819,397 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 17,617 shares | $1,818,798 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 32,448 shares | $1,783,000 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 9,472 shares | $1,741,048 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 54,476 shares | $1,703,465 |
| CHEVRON CORPORATION | COM | 166764100 | — | 8,303 shares | $1,695,563 |
| CISCO SYS INC | COM | 17275R102 | — | 15,531 shares | $1,671,602 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 21,494 shares | $1,660,448 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 18,693 shares | $1,488,548 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,818 shares | $1,454,047 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 40,075 shares | $1,439,913 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 37,788 shares | $1,229,228 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 AUG | 45783Y111 | — | 43,313 shares | $1,207,696 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 17,968 shares | $1,199,529 |
| MICROSOFT CORP | COM | 594918104 | — | 2,231 shares | $1,144,272 |
| THORNBURG ETF TR | MULTI SECTOR BD | 88521L207 | — | 44,802 shares | $1,100,937 |
| RTX CORPORATION | COM | 75513E101 | — | 5,756 shares | $1,068,601 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 4,284 shares | $1,033,786 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,975 shares | $1,023,703 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 1,094 shares | $1,009,040 |
| DIREXION SHARES ETF TRUST | DAILY 500 2X ETF | 25459Y165 | — | 4,526 shares | $1,003,007 |
| INNOVATOR ETFS TRUST | EQUITY 1YR JANUA | 45784N817 | — | 34,836 shares | $990,367 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 26922A453 | — | 9,835 shares | $984,484 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 19,174 shares | $948,346 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 45,535 shares | $916,392 |
| ETF SER SOLUTIONS | VIDENT US BOND | 26922A602 | — | 21,671 shares | $900,231 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 5,154 shares | $868,003 |
| ISHARES TR | US INFRASTRUC | 46435U713 | — | 15,589 shares | $857,882 |
| TESLA INC | COM | 88160R101 | — | 2,394 shares | $849,415 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,464 shares | $834,991 |
| PACCAR INC | COM | 693718108 | — | 7,564 shares | $830,603 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,487 shares | $822,738 |
| WESTERN ASSET PREMIER BD FD | SHS BEN INT | 957664105 | — | 80,469 shares | $801,472 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 1,308 shares | $703,639 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 7,600 shares | $687,304 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 14,690 shares | $647,670 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 | — | 12,163 shares | $616,907 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 782 shares | $599,119 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 30,154 shares | $589,360 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 31,181 shares | $567,494 |
| META PLATFORMS INC | CL A | 30303M102 | — | 778 shares | $564,256 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 4,763 shares | $543,030 |
| ABBVIE INC | COM | 00287Y109 | — | 2,049 shares | $536,012 |
| INNOVATOR ETFS TRUST | EQUI DEFI SEPT | 45784N106 | — | 17,591 shares | $489,733 |
| VALMONT INDS INC | COM | 920253101 | — | 973 shares | $450,480 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 3,941 shares | $434,771 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 4,449 shares | $432,777 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 6,634 shares | $423,846 |
| TEEKAY TANKERS LTD | CL A | G8726X106 | — | 4,338 shares | $421,046 |
| ECOLAB INC | COM | 278865100 | — | 1,490 shares | $409,124 |
| ISHARES TR | CORE 30 70 ETF | 464289883 | — | 9,886 shares | $398,702 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 5,273 shares | $397,531 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 3,078 shares | $385,201 |
| SCHWAB STRATEGIC TR | HIGH YIEL BD ETF | 808524631 | — | 15,195 shares | $383,515 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 27,175 shares | $382,896 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 3,864 shares | $365,303 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | — | 22,569 shares | $364,264 |
| ETF SER SOLUTIONS | VIDEN EQUIT ETF | 26922A404 | — | 9,197 shares | $364,175 |