EdgeMarket › What Insight Wealth Partners, Llc reported owning
What Insight Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
713.0MPositions
120Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 22.6M | 3.2% | 272.8K | 81.05 | -2.5% |
| SPXL Direxion Daily S&P 500 Bull 3X ETF | 17.9M | 2.5% | 96.6K | 286.64 | +52.9% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 15.2M | 2.1% | 139.7K | 105.92 | -3.5% |
| JPST JPMorgan Ultra-Short Income ETF | 14.0M | 2.0% | 276.2K | 50.53 | -0.3% |
| FBND Fidelity Total Bond ETF | 11.5M | 1.6% | 252.9K | 44.90 | -2.1% |
| IEF iShares 7-10 Year Treasury Bond ETF | 6.9M | 1.0% | 72.5K | 92.82 | -2.8% |
| TIP iShares TIPS Bond ETF | 6.7M | 0.9% | 60.6K | 107.13 | -2.7% |
| GTO Invesco Total Return Bond ETF | 6.6M | 0.9% | 141.7K | 46.21 | -1.4% |
| JBND JPMorgan Active Bond ETF | 6.6M | 0.9% | 122.6K | 52.65 | -1.7% |
| UITB VictoryShares Core Intermediate Bond ETF | 6.4M | 0.9% | 136.4K | 46.05 | -2.0% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 5.8M | 0.8% | 72.5K | 79.61 | -0.9% |
| FALN iShares Fallen Angels USD Bond ETF | 4.9M | 0.7% | 184.1K | 27.00 | -0.5% |
| NVDA NVIDIA CORP | 4.9M | 0.7% | 27.8K | 214.72 | +22.4% |
| IG Principal Investment Grade Corporate Active ET | 4.7M | 0.7% | 226.6K | 20.16 | -3.1% |
| IAU ISHARES GOLD TRUST | 4.7M | 0.7% | 52.7K | 86.79 | +37.5% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 4.4M | 0.6% | 47.0K | 94.72 | +0.9% |
| MUB iShares National Muni Bond ETF | 3.6M | 0.5% | 33.6K | 105.34 | +1.2% |
| CMBS iShares CMBS Bond ETF | 3.5M | 0.5% | 70.9K | 48.33 | -1.0% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 3.4M | 0.5% | 36.3K | 90.50 | -1.7% |
| UMI USCF Midstream Energy Income Fund ETF | 3.1M | 0.4% | 52.8K | 61.07 | +21.1% |
| SNPE Xtrackers S&P 500 Scored & Screened ETF | 3.0M | 0.4% | 51.2K | 70.89 | +23.5% |
| UTWO US Treasury 2 Year Note ETF | 2.8M | 0.4% | 58.9K | 48.01 | -0.9% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 2.6M | 0.4% | 7.8K | 520.05 | +113.4% |
| AAPL Apple Inc. | 2.5M | 0.3% | 9.8K | 309.35 | +36.9% |
| AVGO Broadcom Inc. | 2.4M | 0.3% | 7.7K | 368.45 | +26.5% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 2.3M | 0.3% | 29.4K | 78.59 | -1.3% |
| LQDB iShares BBB Rated Corporate Bond ETF | 2.3M | 0.3% | 26.9K | 84.63 | -2.6% |
| AMZN AMAZON COM INC | 2.3M | 0.3% | 10.9K | 258.63 | +15.6% |
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | 2.3M | 0.3% | 103.7K | 21.77 | +0.5% |
| AVDV Avantis International Small Cap Value ETF | 2.2M | 0.3% | 22.3K | 111.95 | +32.8% |
| TBG TBG Dividend Focus ETF | 2.1M | 0.3% | 60.5K | 39.34 | +18.1% |
| AVUV Avantis U.S. Small Cap Value ETF | 2.0M | 0.3% | 18.3K | 126.45 | +33.2% |
| AIRR First Trust RBA American Industrial Renaissanc | 1.9M | 0.3% | 17.5K | 115.27 | +29.4% |
| PHYS Sprott Physical Gold Trust | 1.9M | 0.3% | 54.5K | 35.00 | +36.2% |
| GLD SPDR GOLD TRUST | 1.9M | 0.3% | 4.5K | 423.36 | +37.3% |
| FANG Diamondback Energy, Inc. | 1.9M | 0.3% | 9.5K | 210.72 | +52.8% |
| TACK Fairlead Tactical Sector ETF | 1.9M | 0.3% | 61.6K | 32.93 | +14.7% |
| SPY SPDR S&P 500 ETF TRUST | 1.7M | 0.2% | 2.6K | 765.72 | +20.0% |
| ZALT Innovator U.S. Equity 10 Buffer ETF - Quarterl | 1.6M | 0.2% | 49.3K | 34.42 | +9.5% |
| XOM ExxonMobil Holdings Corp | 1.6M | 0.2% | 9.4K | 165.11 | +52.1% |
| COWZ Pacer US Cash Cows 100 ETF | 1.5M | 0.2% | 24.2K | 72.02 | +26.3% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 1.4M | 0.2% | 28.2K | 55.82 | +21.1% |
| VRT Vertiv Holdings Co | 1.3M | 0.2% | 5.3K | 261.95 | +105.4% |
| AVIV Avantis International Large Cap Value ETF | 1.2M | 0.2% | 16.6K | 83.50 | +27.1% |
| CSCO CISCO SYSTEMS, INC. | 1.2M | 0.2% | 15.8K | 111.04 | +65.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 1.2M | 0.2% | 39.7K | 35.32 | +17.3% |
| SCHD Schwab US Dividend Equity ETF | 1.1M | 0.2% | 37.2K | 35.11 | +27.6% |
| RTX RTX Corp | 1.1M | 0.2% | 5.8K | 209.91 | +34.1% |
| TXN TEXAS INSTRUMENTS INC | 1.1M | 0.2% | 5.7K | 264.36 | +31.7% |
| SNDK Sandisk Corp | 1.0M | 0.1% | 1.6K | 1,596.08 | +3494.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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