1y return+12.9%S&P 500 +20.9%
3y return+36.6%S&P 500 +68.5%
5y return+17.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $131 against $232 in the S&P 500.2
Insight Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $449.4M | 60.3% | +23002.8% |
| SPXLDirexion Shares Etf Trust | $47.7M | 6.4% | +82.5% |
| VCITVanguard Scottsdale Fds | $22.9M | 3.1% | +1.7% |
| JPSTJ P Morgan Exchange Traded F | $12.1M | 1.6% | −13.1% |
| LQDIshares Tr | $11.6M | 1.6% | −23.8% |
| FFord Mtr Co | $9.0M | 1.2% | +1268.6% |
| FBNDFidelity Merrimack Str Tr | $8.9M | 1.2% | −22.6% |
| JBNDJ P Morgan Exchange Traded F | $7.3M | 1.0% | +11.3% |
| UITBVictory Portfolios II | $7.1M | 1.0% | +11.5% |
| IEFIshares Tr | $6.4M | 0.9% | −6.1% |
| NVDANvidia Corporation | $5.7M | 0.8% | +2.5% |
| IGPrincipal Exchange Traded Fd | $5.3M | 0.7% | +13.3% |
| SOXXIshares Tr | $5.2M | 0.7% | +3.7% |
| TIPIshares Tr | $4.9M | 0.7% | −26.0% |
| GTOInvesco Actively Managed Exc | $4.9M | 0.7% | −26.3% |
| HYGIshares Tr | $4.8M | 0.6% | −17.5% |
| FALNIshares Tr | $4.3M | 0.6% | −14.7% |
| EEMIshares Tr | $4.2M | 0.6% | New |
| IAUIshares Gold Tr | $4.0M | 0.5% | +1.1% |
| SNPEDbx Etf Tr | $3.7M | 0.5% | +5.5% |
| SNDKSandisk Corp | $3.7M | 0.5% | |
| UTWORbb Fd Inc | $3.5M | 0.5% | +24.3% |
| EMBIshares Tr | $3.5M | 0.5% | −22.9% |
| UMIUscf Etf Tr | $3.4M | 0.5% | +9.0% |
| AVGOBroadcom Inc | $3.3M | 0.4% | +12.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $5.7M |
| SPXLDirexion Shares Etf Trust | June 30, 2020 | +547.4% | $47.7M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $3.3M |
| SOXXIshares Tr | June 30, 2023 | +279.0% | $5.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.0M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $449.4M |
| AIRRFirst Tr Exchange Traded Fd | December 31, 2023 | +130.4% | $2.7M |
| IAUIshares Gold Tr | June 30, 2021 | +124.0% | $4.0M |
| SNPEDbx Etf Tr | December 31, 2020 | +109.7% | $3.7M |
| AVDVAmerican Centy Etf Tr | June 30, 2023 | +79.0% | $2.3M |
Sold off last quarter
- RTXRtx Corporation was $1.1M
- AAAlcoa Corp was $927K
- TOPTIshares Tr was $786K
- WMTWalmart Inc was $482K
- BPBp PLC was $262K
- GSGoldman Sachs Group Inc was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +4.2% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +3.6% | +11.2% |
| September 30, 2023 | +0.9% | −3.6% |
| June 30, 2023 | −2.7% | +8.3% |
| March 31, 2023 | −2.1% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −7.6% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +0.6% | +10.7% |
| September 30, 2021 | −2.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Insight Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1627003&type=13F-HR&dateb=&owner=include&count=40CIK 1627003
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1627003/000117266126003122/Filed August 6, 2026 · accession 0001172661-26-003122