Insight Wealth Partners, LLC ETF holdings
Plano, TX
Reported $687.1M in 80 ETFs in its Form 13F for June 30, 2026.
ETF value
$687.1M
ETFs held
80
Change from prior quarter
+229.9%
With price moves
ETFs as a share of its 13F
92.3%
of $744.8M
Top 10 of 80 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $449.4M | 601,827 | +599,222 shares |
| SPXL | Direxion Daily S&P500 Bull 3X Shares | $47.7M | 176,249 | +79,660 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $22.9M | 277,432 | +4,621 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $12.1M | 240,079 | −36,099 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $11.6M | 106,526 | −33,182 shares |
| FBND | Fidelity Total Bond ETF | $8.9M | 195,769 | −57,170 shares |
| JBND | Jpmorgan Active Bond ETF | $7.3M | 136,459 | +13,885 shares |
| UITB | VictoryShares Core Intermediate Bond ETF | $7.1M | 152,068 | +15,656 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $6.4M | 68,061 | −4,450 shares |
| IG | Principal Investment Grade Corporate ETF | $5.3M | 256,849 | +30,221 shares |
70 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001627003. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Insight Wealth Partners, LLC own?
Insight Wealth Partners, LLC reported 80 ETF positions worth $687.1M in its Form 13F for June 30, 2026. The largest was SPY, at $449.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.