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☆Insight Wealth Partners, LLC

CIK 0001627003 · holdings for 2026Q2 (change vs 2026Q1) turnover_too_high from universe
Quality Q
0.000
AUM ($M)
745
Positions
135
Turnover
0.63
Top-10 wt
78%
Herfindahl
0.371
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 141 positions · portfolio value $745M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 60.3% +59.7% 449.4 601,827 +599,222 0 —
☆SPXL funds › DIREXION SHARES ETF TRUST ADD — 6.4% -0.8% 47.7 176,249 +79,660 0 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 3.1% -6.0% 22.9 277,432 +4,621 0 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.6% -4.0% 12.1 240,079 -36,099 0 —
☆LQD funds › ISHARES TR TRIM — 1.6% -4.6% 11.6 106,526 -33,182 0 —
☆F funds › FORD MTR CO ADD — 1.2% +1.0% 9.0 647,831 +600,496 0 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 1.2% -3.5% 8.9 195,769 -57,170 0 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 1.0% -1.7% 7.3 136,459 +13,885 0 —
☆UITB funds › VICTORY PORTFOLIOS II ADD — 1.0% -1.6% 7.1 152,068 +15,656 0 —
☆IEF funds › ISHARES TR TRIM — 0.9% -1.9% 6.4 68,061 -4,450 0 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.8% -1.2% 5.7 28,500 +687 0 —
☆IG funds › PRINCIPAL EXCHANGE TRADED FD ADD — 0.7% -1.2% 5.3 256,849 +30,221 0 —
☆SOXX funds › ISHARES TR ADD — 0.7% -0.3% 5.2 8,117 +289 0 —
☆TIP funds › ISHARES TR TRIM — 0.7% -2.0% 4.9 44,849 -15,783 0 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.7% -2.0% 4.9 104,378 -37,292 0 —
☆HYG funds › ISHARES TR TRIM — 0.6% -1.7% 4.8 59,809 -12,722 0 —
☆FALN funds › ISHARES TR TRIM — 0.6% -1.4% 4.3 156,998 -27,140 0 —
☆EEM funds › ISHARES TR NEW — 0.6% +0.6% 4.2 60,971 +60,971 0 —
☆IAU funds › ISHARES GOLD TR ADD — 0.5% -1.3% 4.0 53,352 +605 0 —
☆SNPE funds › DBX ETF TR ADD — 0.5% -0.7% 3.7 54,015 +2,818 0 —
☆SNDK funds › SANDISK CORP ADD — 0.5% +0.1% 3.7 1,607 +7 0 —
☆UTWO funds › RBB FD INC ADD — 0.5% -0.7% 3.5 73,213 +14,305 0 —
☆EMB funds › ISHARES TR TRIM — 0.5% -1.3% 3.5 36,230 -10,791 0 —
☆UMI funds › USCF ETF TR ADD — 0.5% -0.8% 3.4 57,492 +4,726 0 —
☆AVGO funds › BROADCOM INC ADD — 0.4% -0.5% 3.3 8,666 +954 0 —
☆AAPL funds › APPLE INC ADD — 0.4% -0.6% 3.0 10,293 +532 0 —
☆MUB funds › ISHARES TR TRIM — 0.4% -1.1% 2.8 25,935 -7,644 0 —
☆JPLD funds › J P MORGAN EXCHANGE TRADED F NEW — 0.4% +0.4% 2.8 53,268 +53,268 0 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.4% -0.4% 2.7 20,058 +2,529 0 —
☆LQDB funds › ISHARES TR ADD — 0.4% -0.6% 2.6 30,240 +3,299 0 —
☆AMZN funds › AMAZON COM INC TRIM — 0.3% -0.6% 2.6 10,828 -52 0 —
☆CMBS funds › ISHARES TR TRIM — 0.3% -1.1% 2.6 52,683 -18,170 0 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.5% 2.4 19,384 +1,060 0 —
☆BOND funds › PIMCO ETF TR TRIM — 0.3% -1.0% 2.4 26,129 -10,186 0 —
☆TBG funds › EA SERIES TRUST ADD — 0.3% -0.5% 2.4 65,119 +4,609 0 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.6% 2.3 22,551 +280 0 —
☆BSMU funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.3% -0.6% 2.3 103,724 +0 0 —
☆AAXJ funds › ISHARES TR ADD — 0.3% -0.1% 2.2 18,578 +8,664 0 —
☆TACK funds › CAPITOL SER TR ADD — 0.3% -0.5% 2.0 63,671 +2,088 0 —
☆DBEF funds › DBX ETF TR ADD — 0.3% -0.3% 1.9 34,329 +6,107 0 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% -0.3% 1.8 15,539 -300 0 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.2% -0.3% 1.7 5,206 -54 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.7% 1.7 21,892 -7,494 0 —
☆GLD funds › SPDR GOLD TR ADD — 0.2% -0.6% 1.7 4,543 +61 0 —
☆FANG funds › DIAMONDBACK ENERGY INC ADD — 0.2% -0.5% 1.7 9,472 +1 0 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD — 0.2% -0.6% 1.6 54,476 +0 0 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.2% -0.2% 1.6 5,469 -218 0 —
☆AVIV funds › AMERICAN CENTY ETF TR ADD — 0.2% -0.3% 1.5 19,843 +3,283 0 —
☆ZALT funds › INNOVATOR ETFS TRUST TRIM — 0.2% -0.4% 1.5 45,284 -4,044 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% -0.4% 1.5 10,901 +1,485 0 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% +0.0% 1.4 8,330 +6,244 0 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.3% 1.3 39,603 -80 0 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% -0.2% 1.2 3,434 -42 0 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.3% 1.2 36,710 -507 0 —
☆COWZ funds › PACER FDS TR TRIM — 0.2% -0.5% 1.2 18,536 -5,650 0 —
☆TSLA funds › TESLA INC ADD — 0.1% -0.2% 1.1 2,605 +70 0 —
☆IFRA funds › ISHARES TR ADD — 0.1% -0.2% 1.0 16,453 +1,222 0 —
☆SPUU funds › DIREXION SHARES ETF TRUST TRIM — 0.1% -0.2% 1.0 4,676 -64 0 —
☆VBND funds › ETF SER SOLUTIONS ADD — 0.1% -0.2% 1.0 22,653 +2,253 0 —
☆CUSIP:45784N817 funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.3% 1.0 34,836 +0 0 —
☆PULS funds › PGIM ETF TR TRIM — 0.1% -0.3% 0.9 18,974 -658 0 —
☆OPER funds › ETF SER SOLUTIONS TRIM — 0.1% -0.3% 0.9 9,385 -601 0 —
☆IVV funds › ISHARES TR ADD — 0.1% -0.2% 0.9 1,247 +167 0 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.2% 0.9 44,927 +1,663 0 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.1% -0.2% 0.9 2,785 -109 0 —
☆PCAR funds › PACCAR INC HOLD — 0.1% -0.2% 0.9 7,564 +0 0 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.1% -0.2% 0.9 2,320 -7 0 —
☆WEA funds › WESTERN ASSET PREMIER BD FD TRIM — 0.1% -0.3% 0.9 79,951 -6,623 0 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.2% 0.8 5,101 +105 0 —
☆CUSIP:920253101 funds › VALMONT INDS INC NEW — 0.1% +0.1% 0.8 1,387 +1,387 0 —
☆TMB funds › THORNBURG ETF TR NEW — 0.1% +0.1% 0.8 30,679 +30,679 0 —
☆GDX funds › VANECK ETF TRUST ADD — 0.1% -0.3% 0.7 9,859 +50 0 —
☆AVLV funds › AMERICAN CENTY ETF TR NEW — 0.1% +0.1% 0.7 8,038 +8,038 0 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.2% 0.7 4,377 -66 0 —
☆IUSB funds › ISHARES TR TRIM — 0.1% -0.3% 0.6 13,747 -6,465 0 —
☆SHV funds › ISHARES TR ADD — 0.1% -0.2% 0.6 5,616 +355 0 —
☆CALY funds › CALLAWAY GOLF CO TRIM — 0.1% -0.1% 0.6 32,511 -121 0 —
☆DUK funds › DUKE ENERGY CORP NEW NEW — 0.1% +0.1% 0.6 4,813 +4,813 0 —
☆PJAN funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.2% 0.6 12,163 -703 0 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.2% 0.6 29,533 -256 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.2% 0.6 4,837 -18 0 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.2% 0.6 979 -110 0 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.1% 0.6 29,677 +802 0 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.5 1,249 +1,249 0 —
☆ABBV funds › ABBVIE INC TRIM — 0.1% -0.1% 0.5 2,038 -451 0 —
☆ECL funds › ECOLAB INC TRIM — 0.1% -0.1% 0.4 1,587 -97 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.4 751 +751 0 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.4 403 +403 0 —
☆AGG funds › ISHARES TR TRIM — 0.1% -0.1% 0.4 4,315 -353 0 —
☆AOA funds › ISHARES TR ADD — 0.1% -0.1% 0.4 4,320 +594 0 —
☆EVR funds › EVERCORE INC TRIM — 0.1% -0.1% 0.4 1,223 -31 0 —
☆DGRO funds › ISHARES TR TRIM — 0.1% -0.1% 0.4 5,292 -237 0 —
☆MIRM funds › MIRUM PHARMACEUTICALS INC NEW — 0.1% +0.1% 0.4 3,374 +3,374 0 —
☆AOK funds › ISHARES TR HOLD — 0.1% -0.1% 0.4 9,401 +0 0 —
☆PVAL funds › PUTNAM ETF TRUST NEW — 0.1% +0.1% 0.4 7,411 +7,411 0 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% -0.1% 0.4 1,305 +285 0 —
☆GOOG funds › ALPHABET INC ADD — 0.0% -0.0% 0.4 1,037 +312 0 —
☆VIDI funds › ETF SER SOLUTIONS ADD — 0.0% -0.0% 0.4 9,174 +2,936 0 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.0% +0.0% 0.4 310 +310 0 —
☆ENB funds › ENBRIDGE INC NEW — 0.0% +0.0% 0.4 6,542 +6,542 0 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.3 2,491 +2,491 0 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.1% 0.3 16,989 -881 0 —
☆ZAPR funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.3 12,311 +12,311 0 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.1% 0.3 3,050 +30 0 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.1% 0.3 18,747 +2,630 0 —
☆CAMT funds › CAMTEK LTD NEW — 0.0% +0.0% 0.3 1,911 +1,911 0 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.1% 0.3 2,281 +19 0 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.3 317 +317 0 —
☆LLY funds › ELI LILLY & CO TRIM — 0.0% -0.1% 0.3 255 -52 0 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.0% -0.1% 0.3 8,145 -500 0 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C NEW — 0.0% +0.0% 0.3 6,634 +6,634 0 —
☆DE funds › DEERE & CO HOLD — 0.0% -0.1% 0.3 468 +0 0 —
☆KO funds › COCA COLA CO ADD — 0.0% -0.1% 0.3 3,636 +184 0 —
☆BSJQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.1% 0.3 12,701 -85 0 —
☆CUSIP:45784N106 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.1% 0.3 10,414 -70 0 —
☆WPC funds › WP CAREY INC HOLD — 0.0% -0.1% 0.3 3,878 +0 0 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD — 0.0% -0.1% 0.3 629 +0 0 —
☆ZFEB funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.1% 0.3 10,487 +0 0 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.0% +0.0% 0.3 799 +799 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.0% -0.1% 0.3 287 +24 0 —
☆IWM funds › ISHARES TR HOLD — 0.0% -0.1% 0.3 885 +0 0 —
☆IGSB funds › ISHARES TR ADD — 0.0% -0.1% 0.3 5,072 +13 0 —
☆TNK funds › TEEKAY TANKERS LTD TRIM — 0.0% -0.1% 0.3 3,973 -53 0 —
☆AOR funds › ISHARES TR HOLD — 0.0% -0.1% 0.2 3,370 +0 0 —
☆BSJR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.1% 0.2 10,443 -753 0 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.0% -0.1% 0.2 2,439 +0 0 —
☆PFF funds › ISHARES TR HOLD — 0.0% -0.1% 0.2 7,035 +0 0 —
☆MO funds › ALTRIA GROUP INC NEW — 0.0% +0.0% 0.2 2,947 +2,947 0 —
☆ACWX funds › ISHARES TR NEW — 0.0% +0.0% 0.2 2,784 +2,784 0 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.1% 0.2 2,516 -121 0 —
☆SHYG funds › ISHARES TR TRIM — 0.0% -0.1% 0.2 4,764 -366 0 —
☆IJK funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,706 +1,706 0 —
☆VTIX funds › VIRTUIX HOLDINGS INC. HOLD — 0.0% -0.1% 0.1 48,298 +0 0 —
☆UIS funds › UNISYS CORP HOLD — 0.0% -0.0% 0.1 32,859 +0 0 —
☆DBI funds › DESIGNER BRANDS INC NEW — 0.0% +0.0% 0.1 11,625 +11,625 0 —
☆TOPT funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -27,469 0 —
☆BP funds › BP PLC EXIT — 0.0% -0.1% 0.0 0 -5,566 0 —
☆GS funds › GOLDMAN SACHS GROUP INC EXIT — 0.0% -0.1% 0.0 0 -240 0 —
☆WMT funds › WALMART INC EXIT — 0.0% -0.2% 0.0 0 -3,875 0 —
☆AA funds › ALCOA CORP EXIT — 0.0% -0.4% 0.0 0 -13,981 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.4% 0.0 0 -5,757 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 745 135 0.63 78% 0.371 0.000 — left
2026Q1 247 118 0.08 46% 0.032 0.377 — in
2025Q4 240 114 0.06 49% 0.035 0.395 — in
2025Q3 226 114 0.12 50% 0.038 0.283 — in
2025Q2 180 107 0.17 48% 0.036 0.200 — entered
2025Q1 166 105 0.00 46% 0.031 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status