Insight Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$759,106
Net value change ($000)
+14,301 (1.9%)
New positions
10
Sold out positions
8
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 1,819 NEW
ZAUG 1,208 NEW
RTX 1,069 NEW
STX 703 229.7%
JPLD 535 19.2%
UMI 428 12.7%
SCYB 384 NEW
TBG 383 16.1%
BALT 361 NEW
TXN 324 19.9%
Top Reduces (Value $000, Stocks/ETFs)
SPY -447,546 -99.6%
SPXL -30,619 -64.2%
EEM -4,046 -97.0%
VCIT -2,665 -11.6%
XOM -1,490 -100.0%
SOXX -1,198 -23.0%
F -1,187 -13.2%
JPST -1,010 -8.3%
SNDK -1,004 -27.5%
AIRR -854 -31.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 504,698 (66.5% 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.
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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