Insight Wealth Partners, LLC: 13F holdings
CIK 16270032026Q2
| Positions | 135 |
|---|---|
| Reported value | $744.8m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 601,827 | $449.4m | 60.3% |
| SPXL DIREXION SHARES ETF TRUST | 176,249 | $47.7m | 6.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 277,432 | $22.9m | 3.1% |
| JPST J P MORGAN EXCHANGE TRADED F | 240,079 | $12.1m | 1.6% |
| LQD ISHARES TR | 106,526 | $11.6m | 1.6% |
| F FORD MTR CO | 647,831 | $9.0m | 1.2% |
| FBND FIDELITY MERRIMACK STR TR | 195,769 | $8.9m | 1.2% |
| J P MORGAN EXCHANGE TRADED F | 136,459 | $7.3m | 1.0% |
| UITB VICTORY PORTFOLIOS II | 152,068 | $7.1m | 1.0% |
| IEF ISHARES TR | 68,061 | $6.4m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1627003")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.