Insight Wealth Partners, LLC holds a concentrated book of 135 stocks worth $744.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Msci Emerging Market and trimmed JPMorgan Ultra-Short Income. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 60% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Insight Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $414.1B |
| ENVESTNET ASSET MANAGEMENT INC | 74 / 80 | $69.9B |
| LPL Financial LLC | 74 / 80 | $65.3B |
| OSAIC HOLDINGS, INC. | 74 / 80 | $13.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 73 / 80 | $14.5B |
| JPMORGAN CHASE & CO | 72 / 80 | $382.1B |
| ROYAL BANK OF CANADA | 72 / 80 | $121.0B |
| UBS Group AG | 72 / 80 | $108.2B |
Ranked by how many of Insight Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $449.4M | 601.8K | 60.3% | ▲231× Added · +599K sh | |
| 2 | Direxion Shares ETF Trust DA 500 BU 3X ETF | $47.7M | 176.2K | 6.4% | ▲+82% Added · +80K sh | |
| 3 | Vanguard Scottsdale FDS INT-TERM CORP | $22.9M | 277.4K | 3.1% | ▲+1.7% Added · +5K sh | |
| 4 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $12.1M | 240.1K | 1.6% | ▼−13% Reduced · −36K sh | |
| 5 | Ishares TR IBOXX INV CP ETF | $11.6M | 106.5K | 1.6% | ▼−24% Reduced · −33K sh | |
| 6 | Ford MTR Co COM | $9.0M | 647.8K | 1.2% | ▲14× Added · +600K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $8.9M | 195.8K | 1.2% | ▼−23% Reduced · −57K sh | |
| 8 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $7.3M | 136.5K | 1.0% | ▲+11% Added · +14K sh | |
| 9 | Victory Portfolios II CORE BD ETF | $7.1M | 152.1K | 1.0% | ▲+11% Added · +16K sh | |
| 10 | Ishares TR 7-10 YR TRSY BD | $6.4M | 68.1K | 0.9% | ▼−6.1% Reduced · −4K sh | |
| 11 | Nvidia Corporation COM | $5.7M | 28.5K | 0.8% | ▲+2.5% Added · +687 sh | |
| 12 | Principal Exchange Traded FD PRNC INVT GRAD | $5.3M | 256.8K | 0.7% | ▲+13% Added · +30K sh | |
| 13 | Ishares TR ISHARES SEMICDTR | $5.2M | 8.1K | 0.7% | ▲+3.7% Added · +289 sh | |
| 14 | Ishares TR TIPS BD ETF | $4.9M | 44.8K | 0.7% | ▼−26% Reduced · −16K sh | |
| 15 | Invesco Actively Managed Exc TOTAL RETURN | $4.9M | 104.4K | 0.7% | ▼−26% Reduced · −37K sh | |
| 16 | Ishares TR IBOXX HI YD ETF | $4.8M | 59.8K | 0.6% | ▼−18% Reduced · −13K sh | |
| 17 | Ishares TR FALN ANGLS USD | $4.3M | 157.0K | 0.6% | ▼−15% Reduced · −27K sh | |
| 18 | Ishares TR MSCI EMG MKT ETF | $4.2M | 61.0K | 0.6% | ▲New New position | |
| 19 | Ishares Gold TR ISHARES NEW | $4.0M | 53.4K | 0.5% | ▲+1.1% Added · +605 sh | |
| 20 | DBX ETF TR XTRACKRS S&P 500 | $3.7M | 54.0K | 0.5% | ▲+5.5% Added · +3K sh | |
| 21 | Sandisk Corp COM | $3.7M | 1.6K | 0.5% | ▲+0.4% Added · +7 sh | |
| 22 | RBB FD Inc US TREASY 2 YR | $3.5M | 73.2K | 0.5% | ▲+24% Added · +14K sh | |
| 23 | Ishares TR JPMORGAN USD EMG | $3.5M | 36.2K | 0.5% | ▼−23% Reduced · −11K sh | |
| 24 | Uscf ETF TR MIDS ENE INC ETF | $3.4M | 57.5K | 0.5% | ▲+8.9% Added · +5K sh | |
| 25 | Broadcom Inc COM | $3.3M | 8.7K | 0.4% | ▲+12% Added · +954 sh | |
| 26 | Apple Inc COM | $3.0M | 10.3K | 0.4% | ▲+5.5% Added · +532 sh | |
| 27 | Ishares TR NATIONAL MUN ETF | $2.8M | 25.9K | 0.4% | ▼−23% Reduced · −8K sh | |
| 28 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $2.8M | 53.3K | 0.4% | ▲New New position | |
| 29 | First TR Exchange Traded FD RBA INDL ETF | $2.7M | 20.1K | 0.4% | ▲+14% Added · +3K sh | |
| 30 | Ishares TR BBB RATED CORP | $2.6M | 30.2K | 0.4% | ▲+12% Added · +3K sh | |
| 31 | Amazon Com Inc COM | $2.6M | 10.8K | 0.3% | ▼−0.5% Reduced · −52 sh | |
| 32 | Ishares TR CMBS ETF | $2.6M | 52.7K | 0.3% | ▼−26% Reduced · −18K sh | |
| 33 | American Centy ETF TR US SML CP VALU | $2.4M | 19.4K | 0.3% | ▲+5.8% Added · +1K sh | |
| 34 | Pimco ETF TR ACTIVE BD ETF | $2.4M | 26.1K | 0.3% | ▼−28% Reduced · −10K sh | |
| 35 | Ea Series Trust TBG DIVID FO ETF | $2.4M | 65.1K | 0.3% | ▲+7.6% Added · +5K sh | |
| 36 | American Centy ETF TR INTL SMCP VLU | $2.3M | 22.6K | 0.3% | ▲+1.3% Added · +280 sh | |
| 37 | Invesco Exch TRD SLF Idx FD INVSC 30 MUNI BD | $2.3M | 103.7K | 0.3% | —Held | |
| 38 | Ishares TR MSCI AC ASIA ETF | $2.2M | 18.6K | 0.3% | ▲+87% Added · +9K sh | |
| 39 | Capitol Ser TR FAIR TA SECT ETF | $2.0M | 63.7K | 0.3% | ▲+3.4% Added · +2K sh | |
| 40 | DBX ETF TR XTRACK MSCI EAFE | $1.9M | 34.3K | 0.3% | ▲+22% Added · +6K sh | |
| 41 | Cisco Sys Inc COM | $1.8M | 15.5K | 0.2% | ▼−1.9% Reduced · −300 sh | |
| 42 | Vertiv Holdings Co COM CL A | $1.7M | 5.2K | 0.2% | ▼−1.0% Reduced · −54 sh | |
| 43 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.7M | 21.9K | 0.2% | ▼−26% Reduced · −7K sh | |
| 44 | SPDR Gold TR GOLD SHS | $1.7M | 4.5K | 0.2% | ▲+1.4% Added · +61 sh | |
| 45 | Diamondback Energy Inc COM | $1.7M | 9.5K | 0.2% | ▲~0% Added · +1 sh | |
| 46 | Sprott Asset Management LP PHYSICAL GOLD TR | $1.6M | 54.5K | 0.2% | —Held | |
| 47 | Texas Instrs Inc COM | $1.6M | 5.5K | 0.2% | ▼−3.8% Reduced · −218 sh | |
| 48 | American Centy ETF TR INTERNATIONAL LR | $1.5M | 19.8K | 0.2% | ▲+20% Added · +3K sh | |
| 49 | Innovator Etfs Trust U S EQ 10 BUFFER | $1.5M | 45.3K | 0.2% | ▼−8.2% Reduced · −4K sh | |
| 50 | Exxon Mobil Corp COM | $1.5M | 10.9K | 0.2% | ▲+16% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1627003/holdings"
Use Arkolith to show Insight Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.