Fund HoldingsInsight Wealth Partners, LLC

Total Portfolio Value
$744.81M
Total Bought
$555.48M
Total Sold
$525.68M
Net Transaction
+$29.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)0601,827+601,8270449,42660.34%+449,426
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
0176,249+176,249047,7056.41%+47,705
FORD MTR CO(F)47,335647,831+600,4965469,0051.21%+8,459
VICTORY PORTFOLIOS II
CORE BD ETF
0152,068+152,06807,1230.96%+7,123
ISHARES TR060,971+60,97104,1710.56%+4,171
USCF ETF TR
MIDS ENE INC ETF
057,492+57,49203,3830.45%+3,383
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
053,268+53,26802,7800.37%+2,780
SANDISK CORP(SNDK)1,6001,607+71,0173,6540.49%+2,637
ISHARES TR7,8288,117+2892,5735,2010.70%+2,629
EA SERIES TRUST
TBG DIVID FO ETF
065,119+65,11902,3740.32%+2,374
CAPITOL SER TR
FAIR TA SECT ETF
063,671+63,67102,0140.27%+2,014
ISHARES TR9,91418,578+8,6649552,2170.30%+1,262
DIREXION SHARES ETF TRUST
DAILY 500 2X ETF
04,676+4,67601,0080.14%+1,008
CHEVRON CORPORATION(CVX)2,0868,330+6,2444321,3810.19%+949
BROADCOM INC(AVGO)08,666+8,66603,2740.44%+3,274
NVIDIA CORPORATION(NVDA)028,500+28,50005,7030.77%+5,703
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,101+5,10108090.11%+809
VALMONT INDS INC(VMI)01,387+1,38708010.11%+801
THORNBURG ETF TR
MULTI SECTOR BD
030,679+30,67907780.10%+778
AMERICAN CENTY ETF TR08,038+8,03807330.10%+733
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
17,52920,058+2,5291,9422,6730.36%+731
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
122,574136,459+13,8856,5917,3010.98%+710
DBX ETF TR054,015+54,01503,7190.50%+3,719
RBB FD INC
US TREASY 2 YR
58,90873,213+14,3052,8443,5110.47%+667
PRINCIPAL EXCHANGE TRADED FD
PRNC INVT GRAD
226,628256,849+30,2214,6775,3080.71%+630
DUKE ENERGY CORP NEW(DUK)04,813+4,81306090.08%+609
CISCO SYS INC(CSCO)15,83915,539-3001,2291,8250.25%+596
DELL TECHNOLOGIES INC(DELL)01,249+1,24905390.07%+539
TEXAS INSTRS INC(TXN)5,6875,469-2181,1041,6300.22%+526
APPLE INC(AAPL)010,293+10,29302,9780.40%+2,978
DBX ETF TR28,22234,329+6,1071,3941,8750.25%+481
ADVANCED MICRO DEVICES INC(AMD)0751+75104360.06%+436
CATERPILLAR INC(CAT)0403+40304290.06%+429
VERTIV HOLDINGS CO(VRT)5,2605,206-541,3181,7430.23%+425
ISHARES TR04,320+4,32004220.06%+422
MIRUM PHARMACEUTICALS INC(MIRM)03,374+3,37403950.05%+395
AMERICAN CENTY ETF TR18,32419,384+1,0602,0242,4180.32%+394
ISHARES TR09,401+9,40103900.05%+390
PUTNAM ETF TRUST07,411+7,41103780.05%+378
SPDR SERIES TRUST
ST STR SP AERO
01,305+1,30503700.05%+370
ETF SER SOLUTIONS
VIDEN EQUIT ETF
09,174+9,17403580.05%+358
MICRON TECHNOLOGY INC(MU)0310+31003580.05%+358
ENBRIDGE INC(ENB)06,542+6,54203550.05%+355
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0277,432+277,432022,9303.08%+22,930
CITIGROUP INC(C)02,491+2,49103490.05%+349
INNOVATOR ETFS TRUST
EQUI DEFI 1 APRI
012,311+12,31103280.04%+328
AMAZON COM INC(AMZN)010,828+10,82802,5810.35%+2,581
CAMTEK LTD(CAMT)01,911+1,91103120.04%+312
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0317+31703060.04%+306
HEWLETT PACKARD ENTERPRISE C(HPE)06,634+6,63402990.04%+299
AMERICAN CENTY ETF TR16,56019,843+3,2831,2391,5360.21%+297
ISHARES TR26,94130,240+3,2992,3262,6150.35%+289
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
010,414+10,41402870.04%+287
PALO ALTO NETWORKS INC(PANW)0799+79902720.04%+272
ISHARES TR03,370+3,37002340.03%+234
ISHARES TR1,0801,247+1677059340.13%+229
ALPHABET INC(GOOG)03,434+3,43401,2270.16%+1,227
ALTRIA GROUP INC(MO)02,947+2,94702120.03%+212
ISHARES TR02,784+2,78402120.03%+212
ISHARES TR01,706+1,70602000.03%+200
SCHWAB STRATEGIC TR039,603+39,60301,3400.18%+1,340
ISHARES TR
US INFRASTRUC
15,23116,453+1,2228711,0370.14%+166
ALPHABET INC(GOOG)7251,037+3122083670.05%+158
CALLAWAY GOLF CO(CALY)32,63232,511-1214536110.08%+158
TESLA INC(TSLA)2,5352,605+709421,0960.15%+153
ETF SER SOLUTIONS
VIDENT US BOND
20,40022,653+2,2538859880.13%+103
AMERICAN CENTY ETF TR22,27122,551+2802,2242,3240.31%+100
DESIGNER BRANDS INC011,625+11,6250680.01%+68
JPMORGAN CHASE & CO(JPM)2,8942,785-1098519120.12%+60
UNISYS CORP32,85932,8590681200.02%+52
ISHARES TR88588502192660.04%+46
EVERCORE INC(EVR)1,2541,223-313744180.06%+43
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
16,11718,747+2,6302693120.04%+43
ISHARES TR05,616+5,61606200.08%+620
PACCAR INC(PCAR)7,5647,56408749090.12%+35
DEERE & CO(DE)46846802642970.04%+33
COCA COLA CO(KO)3,4523,636+1842632960.04%+33
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
43,26444,927+1,6638849150.12%+31
INNOVATOR ETFS TRUST
EQUITY 1YR JANUA
34,83634,83609509750.13%+26
ELI LILLY & CO(LLY)307255-522833060.04%+23
SCHWAB STRATEGIC TR37,21736,710-5071,1421,1640.16%+22
COLGATE PALMOLIVE CO(CL)2,4392,43902082240.03%+16
WP CAREY INC(WPC)3,8783,87802642770.04%+14
ISHARES TR
CORE DIV GRWTH
5,5295,292-2373884010.05%+13
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
28,87529,677+8025395510.07%+12
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
103,724103,72402,2632,2730.31%+11
INNOVATOR ETFS TRUST
US EQTY PWR BUF
12,86612,163-7035946020.08%+8
COSTCO WHOLESALE CORPORATION(COST)263287+242622680.04%+6
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
10,48710,48702662730.04%+6
MICROSOFT CORP(MSFT)02,320+2,32008660.12%+866
ISHARES TR7,0357,03502132140.03%+1
ISHARES TR5,0595,072+132662660.04%-0
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
12,78612,701-852962920.04%-5
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
29,78929,533-2565855790.08%-5
ECOLAB INC(ECL)1,6841,587-974484420.06%-6
ISHARES TR2,6372,516-1212182070.03%-11
ISHARES TR
0-5YR HI YL CP
04,764+4,76402020.03%+202
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
11,19610,443-7532502330.03%-17
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
17,87016,989-8813493320.04%-17
TEXAS PACIFIC LAND CORPORATI(TPL)62962902982750.04%-23
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