Insight Wealth Partners, LLC
Q1 2026 13F Holdings
- Locationplano, TX
- Num holdings
120
- Value ($000)
$712,993
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0001627003
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $465.19M | 65 % | 715,300 | call | |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $22.58M | 3 % | 272,811 | ||
DIREXION SHARES ETF TRUST | DAILY S&P 500 BU | 25459W862 | $17.86M | 3 % | 96,589 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $15.23M | 2 % | 139,708 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $13.98M | 2 % | 276,178 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $11.54M | 2 % | 252,939 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $6.92M | 1 % | 72,511 | ||
ISHARES TR | TIPS BD ETF | 464287176 | $6.69M | 1 % | 60,632 | ||
INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $6.63M | 1 % | 141,670 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $6.59M | 1 % | 122,574 |
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