Insight Wealth Partners, LLC
Long book
$247.4M
Q1 2026
Positions
118
Top-10 weight
46%
concentration
Last quarter
+6.8%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsInsight Wealth Partners, LLC is a wealth-management firm allocating client money, running a $247.4M US long book across 118 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD INT-TERM CORPORATE, DIREXION DAILY S&P 500 BULL, ISHR IBX USD INVGD CB ETF-UI, JPMORGAN ULTRA-SHORT INCOME, FIDELITY TOTAL BOND ETF.
Over the last 9 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.5%
Q2 2024
+4.9%
Q3 2024
-0.3%
Q4 2024
+0.5%
Q1 2025
+5.1%
Q2 2025
+7.1%
Q3 2025
+2.3%
Q4 2025
-1.0%
Q1 2026
+6.8%
Sector allocation
Technology 51%
Industrials 14%
Energy 12%
Consumer discretionary 10%
Financials 5%
Other 3%
Healthcare 2%
Consumer staples 2%
Long book by quarter
What does Insight Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 27.8K | $4.9M | 2.0% | +2.0% |
| AAPL APPLE INC | Technology | 9.8K | $2.5M | 1.0% | +0.2% |
| AVGO BROADCOM INC | Technology | 7.7K | $2.4M | 1.0% | +0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.9K | $2.3M | 0.9% | +1.5% |
| FANG DIAMONDBACK ENERGY INC | Energy | 9.5K | $1.9M | 0.8% | -0.7% |
| XOM EXXON MOBIL CORP | Energy | 9.4K | $1.6M | 0.6% | +2.6% |
| VRT VERTIV HOLDINGS CO-A | Technology | 5.3K | $1.3M | 0.5% | +0.1% |
| CSCO CISCO SYSTEMS INC | Technology | 15.8K | $1.2M | 0.5% | -3.6% |
| RTX RTX CORP | Industrials | 5.8K | $1.1M | 0.4% | +1.6% |
| TXN TEXAS INSTRUMENTS INC | Technology | 5.7K | $1.1M | 0.4% | +21.5% |
| SNDK SANDISK CORP | Technology | 1.6K | $1.0M | 0.4% | New |
| GOOGL ALPHABET INC-CL A | Technology | 3.5K | $1000K | 0.4% | -2.3% |
| TSLA TESLA INC | Industrials | 2.5K | $942K | 0.4% | +16.8% |
| AA ALCOA CORP | Industrials | 14.0K | $927K | 0.4% | New |
| PCAR PACCAR INC | Industrials | 7.6K | $874K | 0.4% | -3.0% |
| MSFT MICROSOFT CORP | Technology | 2.3K | $861K | 0.3% | -1.4% |
| JPM JPMORGAN CHASE & CO | Financials | 2.9K | $851K | 0.3% | +2.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 4.9K | $710K | 0.3% | -7.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 4.4K | $710K | 0.3% | New |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $623K | 0.3% | +0.3% |
| F FORD MOTOR CO | Industrials | 47.3K | $546K | 0.2% | +0.7% |
| ABBV ABBVIE INC | Healthcare | 2.5K | $541K | 0.2% | -8.3% |
| WMT WALMART INC | Consumer discretionary | 3.9K | $482K | 0.2% | New |
| CALY CALLAWAY GOLF COMPANY | Other | 32.6K | $453K | 0.2% | +8.2% |
| ECL ECOLAB INC | Other | 1.7K | $448K | 0.2% | -4.5% |
| CVX CHEVRON CORP | Energy | 2.1K | $432K | 0.2% | -1.2% |
| COP CONOCOPHILLIPS | Energy | 3.0K | $399K | 0.2% | Held |
| EVR EVERCORE INC - A | Financials | 1.3K | $374K | 0.2% | Held |
| PEP PEPSICO INC | Consumer staples | 2.3K | $351K | 0.1% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 8.6K | $327K | 0.1% | +5.9% |
| VTIX VIRTUIX HOLDINGS INC-CL A | Technology | 48.3K | $327K | 0.1% | New |
| TPL TEXAS PACIFIC LAND CORP | Financials | 629 | $298K | 0.1% | New |
| TNK TEEKAY TANKERS LTD-CLASS A | Industrials | 4.0K | $295K | 0.1% | New |
| LLY ELI LILLY & CO | Healthcare | 307 | $283K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 120 | $713.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 115 | $729.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 115 | $328.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 108 | $257.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 108 | $600.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 95 | $730.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 100 | $506.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 91 | $578.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 88 | $580.8M | canonical | SEC ↗ |