Insight Wealth Partners
Insight Wealth Partners reported 137 stocks worth $254M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VCIT (8.0%), SPXL (6.7%) and JPST (4.4%). Compared with Q2 2026, the fund opened new positions in XOM, ZAUG and RTX, added to LQD, FBND and JBND, trimmed VCIT, SPXL and JPST and sold out of XOM, GDX and TJX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $20.3M | 8.0% | 259K | −19K (−7%) | 5 of 8 | |
| 2 |  SPXL Direxion Shs ETF TR | $17.1M | 6.7% | 61K | −115K (−66%) | 8 of 8 | |
| 3 |  JPST J P Morgan Exchange Traded F | $11.1M | 4.4% | 221K | −19K (−8%) | 8 of 8 | |
| 4 |  LQD Ishares Iboxx Invt Grade | $11.1M | 4.4% | 109K | +2,264 (+2%) | 8 of 8 | |
| 5 |  FBND Fidelity Total Bond ETF | $9M | 3.5% | 208K | +13K (+6%) | 8 of 8 | |
| 6 |  F Ford Mtr Co Del | $7.8M | 3.1% | 648K | No change | 8 of 8 | |
| 7 |  JBND J P Morgan Exchange Traded F | $7.2M | 2.8% | 141K | +4,325 (+3%) | 8 of 8 | |
| 8 |  UITB Victoryshares Core | $7M | 2.8% | 157K | +4,871 (+3%) | 8 of 8 | |
| 9 |  IEF Ishares TR | $6M | 2.4% | 67K | −1,250 (−2%) | 4 of 8 | |
| 10 |  NVDA Nvidia Corporation | $5.8M | 2.3% | 26K | −2,951 (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.5M | 11K |
 GDX Vaneck ETF Trust | $744K | 9,859 |
 TJX Tjx Cos Inc New | $663K | 4,377 |
 MO Altria Group Inc | $212K | 2,947 |
 SHY Ishares 1-3 Year Treasry | $207K | 2,516 |
🔒 Free account: see all 8.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Insight Wealth Partners 13F FAQ
What does Insight Wealth Partners own?
Insight Wealth Partners reported 137 stocks worth $254M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VCIT (8.0%), SPXL (6.7%) and JPST (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Insight Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 46 added to, 64 trimmed and 8 sold out. New positions include XOM, ZAUG and RTX. It sold all of XOM, GDX and TJX.
When will Insight Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Insight Wealth Partners's portfolio worth?
The Q3 2026 filing reports $254M in US stocks ($759M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.