Insight Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$744,805
Net value change ($000)
+31,812 (4.5%)
New positions
23
Sold out positions
6
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 447,732 26430.5%
SPXL 29,847 167.1%
F 8,459 1549.3%
EEM 4,171 NEW
JPLD 2,780 NEW
SNDK 2,637 259.3%
SOXX 2,628 102.1%
AAXJ 1,262 132.1%
CVX 949 219.7%
AVGO 887 37.2%
Top Reduces (Value $000, Stocks/ETFs)
LQD -3,608 -23.7%
FBND -2,633 -22.8%
JPST -1,836 -13.1%
TIP -1,783 -26.6%
GTO -1,742 -26.3%
RTX -1,111 -100.0%
HYG -988 -17.1%
BOND -942 -28.1%
AA -927 -100.0%
EMB -923 -20.9%
Instrument mix + QoQ Δ (ex-options)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type