Insight Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$712,993
Net value change ($000)
-16,687 (-2.3%)
New positions
15
Sold out positions
11
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEF 3,541 104.8%
UTWO 2,844 NEW
SNDK 1,017 NEW
AAXJ 955 NEW
ZJAN 950 NEW
AA 927 NEW
ZALT 847 112.3%
TJX 710 NEW
UMI 682 28.3%
PJAN 594 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPXL -4,017 -18.4%
IAU -2,801 -37.6%
CVNA -914 -100.0%
RKLB -834 -100.0%
BROS -714 -100.0%
VCIT -536 -2.3%
PHYS -492 -20.3%
BALT -484 -100.0%
KE -369 -100.0%
MSFT -280 -24.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 465,558 (65.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type