Insight Wealth Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIREXION SHARES ETF TRUST DA 500 BU 3X ETF | 0 | 96,589 | +96,589 | 0 | 17,858,329 | 7.22% | +17,858,329 |
| ISHARES TR | 35,139 | 72,511 | +37,372 | 3,378,996 | 6,920,467 | 2.80% | +3,541,471 |
| RBB FD INC US TREASY 2 YR | 0 | 58,908 | +58,908 | 0 | 2,844,232 | 1.15% | +2,844,232 |
| SANDISK CORP(SNDK) | 0 | 1,600 | +1,600 | 0 | 1,016,544 | 0.41% | +1,016,544 |
| ISHARES TR | 0 | 9,914 | +9,914 | 0 | 954,571 | 0.39% | +954,571 |
| INNOVATOR ETFS TRUST EQUITY 1YR JANUA | 0 | 34,836 | +34,836 | 0 | 949,629 | 0.38% | +949,629 |
| ALCOA CORP(AA) | 0 | 13,981 | +13,981 | 0 | 927,360 | 0.37% | +927,360 |
| INNOVATOR ETFS TRUST U S EQ 10 BUFFER | 23,136 | 49,328 | +26,192 | 753,540 | 1,601,187 | 0.65% | +847,647 |
| DIREXION SHARES ETF TRUST DAILY 500 2X ETF | 0 | 4,740 | +4,740 | 0 | 783,759 | 0.32% | +783,759 |
| TJX COS INC NEW(TJX) | 0 | 4,443 | +4,443 | 0 | 709,547 | 0.29% | +709,547 |
| USCF ETF TR MIDS ENE INC ETF | 49,112 | 52,766 | +3,654 | 2,410,418 | 3,091,580 | 1.25% | +681,162 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 0 | 12,866 | +12,866 | 0 | 593,509 | 0.24% | +593,509 |
| FIDELITY MERRIMACK STR TR | 237,809 | 252,939 | +15,130 | 10,948,708 | 11,539,091 | 4.66% | +590,383 |
| EXXON MOBIL CORP | 9,176 | 9,416 | +240 | 1,104,300 | 1,597,562 | 0.65% | +493,262 |
| WALMART INC(WMT) | 0 | 3,875 | +3,875 | 0 | 481,585 | 0.19% | +481,585 |
| VERTIV HOLDINGS CO(VRT) | 5,254 | 5,260 | +6 | 851,205 | 1,318,060 | 0.53% | +466,855 |
| DIAMONDBACK ENERGY INC(FANG) | 9,536 | 9,471 | -65 | 1,433,547 | 1,873,269 | 0.76% | +439,722 |
| J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | 268,202 | 276,178 | +7,976 | 13,568,357 | 13,977,360 | 5.65% | +409,003 |
| ISHARES TR | 57,225 | 60,632 | +3,407 | 6,289,603 | 6,691,331 | 2.70% | +401,728 |
| INVESCO ACTIVELY MANAGED EXC TOTAL RETURN | 132,028 | 141,670 | +9,642 | 6,260,754 | 6,634,402 | 2.68% | +373,648 |
| DIREXION SHARES ETF TRUST(Call) DA 500 BU 3X ETF | 0 | 2,000 | +2,000 | 0 | 369,780 | — | +369,780 |
| FIRST TR EXCHANGE TRADED FD RBA INDL ETF | 16,137 | 17,529 | +1,392 | 1,586,544 | 1,941,882 | 0.78% | +355,338 |
| ISHARES TR | 135,050 | 139,708 | +4,658 | 14,881,142 | 15,226,769 | 6.15% | +345,627 |
| VIRTUIX HOLDINGS INC. | 0 | 48,298 | +48,298 | 0 | 326,977 | 0.13% | +326,977 |
| EA SERIES TRUST TBG DIVID FO ETF | 54,095 | 60,510 | +6,415 | 1,806,232 | 2,109,379 | 0.85% | +303,147 |
| TEXAS PACIFIC LAND CORPORATI(TPL) | 0 | 629 | +629 | 0 | 298,498 | 0.12% | +298,498 |
| TEEKAY TANKERS LTD(TNK) | 0 | 4,026 | +4,026 | 0 | 295,186 | 0.12% | +295,186 |
| TEXAS INSTRS INC(TXN) | 4,682 | 5,687 | +1,005 | 812,280 | 1,104,074 | 0.45% | +291,794 |
| INNOVATOR ETFS TRUST EQUITY DEF PROTN | 0 | 10,487 | +10,487 | 0 | 266,265 | 0.11% | +266,265 |
| ISHARES TR | 68,284 | 72,531 | +4,247 | 5,505,724 | 5,770,605 | 2.33% | +264,881 |
| BP PLC(BP) | 0 | 5,566 | +5,566 | 0 | 261,602 | 0.11% | +261,602 |
| SPDR SERIES TRUST ST STR SP AERO | 0 | 1,020 | +1,020 | 0 | 259,153 | 0.10% | +259,153 |
| ISHARES TR | 7,718 | 7,828 | +110 | 2,324,255 | 2,572,600 | 1.04% | +248,345 |
| SPDR GOLD TR(GLD) | 4,268 | 4,482 | +214 | 1,691,451 | 1,928,560 | 0.78% | +237,109 |
| ISHARES TR | 694 | 1,080 | +386 | 475,348 | 705,467 | 0.29% | +230,119 |
| PIMCO ETF TR ACTIVE BD ETF | 33,750 | 36,315 | +2,565 | 3,141,413 | 3,351,108 | 1.35% | +209,695 |
| AMERICAN CENTY ETF TR | 17,825 | 18,324 | +499 | 1,817,767 | 2,024,276 | 0.82% | +206,509 |
| AMERICAN CENTY ETF TR | 14,504 | 16,560 | +2,056 | 1,033,145 | 1,239,188 | 0.50% | +206,043 |
| DBX ETF TR | 24,742 | 28,222 | +3,480 | 1,190,343 | 1,394,173 | 0.56% | +203,830 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 240 | +240 | 0 | 203,038 | 0.08% | +203,038 |
| ISHARES TR CMBS ETF | 66,397 | 70,853 | +4,456 | 3,258,779 | 3,452,689 | 1.40% | +193,910 |
| ISHARES TR FALN ANGLS USD | 174,199 | 184,138 | +9,939 | 4,755,625 | 4,920,168 | 1.99% | +164,543 |
| AMERICAN CENTY ETF TR | 22,053 | 22,271 | +218 | 2,072,298 | 2,224,004 | 0.90% | +151,706 |
| CONOCOPHILLIPS(COP) | 3,020 | 3,020 | 0 | 282,689 | 398,679 | 0.16% | +115,990 |
| VANECK ETF TRUST GOLD MINERS ETF | 9,175 | 9,809 | +634 | 786,932 | 900,163 | 0.36% | +113,231 |
| CHEVRON CORPORATION(CVX) | 2,111 | 2,086 | -25 | 321,755 | 431,654 | 0.17% | +109,899 |
| SCHWAB STRATEGIC TR | 37,823 | 37,217 | -606 | 1,037,485 | 1,141,818 | 0.46% | +104,333 |
| CALLAWAY GOLF CO(CALY) | 30,165 | 32,632 | +2,467 | 352,026 | 452,932 | 0.18% | +100,906 |
| ISHARES TR US INFRASTRUC | 14,700 | 15,231 | +531 | 773,512 | 871,239 | 0.35% | +97,727 |
| ISHARES TR | 2,645 | 3,726 | +1,081 | 236,904 | 329,732 | 0.13% | +92,828 |
| ISHARES TR | 45,131 | 47,021 | +1,890 | 4,345,210 | 4,416,665 | 1.78% | +71,455 |
| RTX CORPORATION(RTX) | 5,667 | 5,757 | +90 | 1,039,328 | 1,110,525 | 0.45% | +71,197 |
| PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD | 220,590 | 226,628 | +6,038 | 4,608,128 | 4,677,384 | 1.89% | +69,256 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 8,164 | 8,645 | +481 | 261,738 | 327,127 | 0.13% | +65,389 |
| ISHARES TR CORE UNIVRSL USD | 18,706 | 20,212 | +1,506 | 870,554 | 933,588 | 0.38% | +63,034 |
| ISHARES TR | 4,120 | 4,668 | +548 | 411,506 | 463,392 | 0.19% | +51,886 |
| DEERE & CO(DE) | 468 | 468 | 0 | 217,887 | 263,624 | 0.11% | +45,737 |
| COSTCO WHOLESALE CORPORATION(COST) | 258 | 263 | +5 | 222,484 | 262,061 | 0.11% | +39,577 |
| ISHARES TR | 33,015 | 33,579 | +564 | 3,536,195 | 3,564,411 | 1.44% | +28,216 |
| PEPSICO INC(PEP) | 2,262 | 2,262 | 0 | 324,642 | 351,266 | 0.14% | +26,624 |
| ISHARES TR CORE DIV GRWTH | 5,229 | 5,529 | +300 | 362,997 | 388,025 | 0.16% | +25,028 |
| COCA COLA CO(KO) | 3,448 | 3,452 | +4 | 241,065 | 262,541 | 0.11% | +21,476 |
| PACCAR INC(PCAR) | 7,799 | 7,564 | -235 | 854,019 | 873,642 | 0.35% | +19,623 |
| ETF SER SOLUTIONS VIDEN EQUIT ETF | 6,168 | 6,238 | +70 | 207,923 | 225,317 | 0.09% | +17,394 |
| WP CAREY INC(WPC) | 3,870 | 3,878 | +8 | 249,073 | 263,549 | 0.11% | +14,476 |
| ETF SER SOLUTIONS VIDENT US BOND | 19,859 | 20,400 | +541 | 877,161 | 885,085 | 0.36% | +7,924 |
| INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 | 10,972 | 11,196 | +224 | 248,127 | 250,399 | 0.10% | +2,272 |
| INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP | 15,818 | 16,117 | +299 | 267,641 | 269,462 | 0.11% | +1,821 |
| ISHARES TR | 885 | 885 | 0 | 217,852 | 219,480 | 0.09% | +1,628 |
| INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB | 29,535 | 29,789 | +254 | 583,021 | 584,609 | 0.24% | +1,588 |
| ISHARES TR | 5,016 | 5,059 | +43 | 265,246 | 265,901 | 0.11% | +655 |
| ETF SER SOLUTIONS CLEARSHS ULTRA | 9,986 | 9,986 | 0 | 998,900 | 999,399 | 0.40% | +499 |
| CAPITOL SER TR FAIR TA SECT ETF | 62,450 | 61,583 | -867 | 1,871,641 | 1,872,014 | 0.76% | +373 |
| INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 | 28,607 | 28,875 | +268 | 538,813 | 538,819 | 0.22% | +6 |
| INNOVATOR ETFS TRUST EQUI DEFI SEPT | 10,484 | 10,484 | 0 | 280,762 | 280,153 | 0.11% | -609 |
| INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB | 17,870 | 17,870 | 0 | 349,805 | 349,001 | 0.14% | -804 |
| PGIM ETF TR PGIM ULTRA SH BD | 19,632 | 19,632 | 0 | 973,551 | 971,784 | 0.39% | -1,767 |
| INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 | 12,786 | 12,786 | 0 | 298,425 | 296,316 | 0.12% | -2,109 |
| ISHARES TR | 9,401 | 9,401 | 0 | 377,262 | 375,006 | 0.15% | -2,256 |
| ISHARES TR | 3,387 | 3,370 | -17 | 220,189 | 216,860 | 0.09% | -3,329 |
| J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF | 122,056 | 122,574 | +518 | 6,599,562 | 6,590,821 | 2.66% | -8,741 |
| ALPHABET INC(GOOG) | 693 | 725 | +32 | 217,561 | 208,072 | 0.08% | -9,489 |
| PACER FDS TR US CASH COWS 100 | 25,342 | 24,186 | -1,156 | 1,524,827 | 1,513,054 | 0.61% | -11,773 |
| VICTORY PORTFOLIOS II CORE BD ETF | 135,743 | 136,412 | +669 | 6,428,069 | 6,413,683 | 2.59% | -14,386 |
| ECOLAB INC(ECL) | 1,764 | 1,684 | -80 | 463,085 | 447,978 | 0.18% | -15,107 |
| COLGATE PALMOLIVE CO(CL) | 2,853 | 2,439 | -414 | 225,444 | 207,876 | 0.08% | -17,568 |
| INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD | 103,724 | 103,724 | 0 | 2,284,521 | 2,262,573 | 0.91% | -21,948 |
| UNISYS CORP | 32,859 | 32,859 | 0 | 90,691 | 68,018 | 0.03% | -22,673 |
| INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 | 44,013 | 43,264 | -749 | 906,668 | 883,581 | 0.36% | -23,087 |
| TESLA INC(TSLA) | 2,170 | 2,535 | +365 | 975,892 | 942,386 | 0.38% | -33,506 |
| CISCO SYS INC(CSCO) | 16,432 | 15,839 | -593 | 1,265,757 | 1,228,948 | 0.50% | -36,809 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 5,032 | 4,996 | -36 | 778,890 | 732,413 | 0.30% | -46,477 |
| ELI LILLY & CO(LLY) | 307 | 307 | 0 | 329,831 | 282,688 | 0.11% | -47,143 |
| EVERCORE INC(EVR) | 1,254 | 1,254 | 0 | 426,674 | 374,332 | 0.15% | -52,342 |
| JPMORGAN CHASE & CO(JPM) | 2,814 | 2,894 | +80 | 906,717 | 851,321 | 0.34% | -55,396 |
| ISHARES TR | 27,405 | 26,941 | -464 | 2,387,250 | 2,326,140 | 0.94% | -61,110 |
| FORD MTR CO(F) | 47,016 | 47,335 | +319 | 616,854 | 546,242 | 0.22% | -70,612 |
| ISHARES TR | 9,187 | 7,035 | -2,152 | 284,430 | 213,301 | 0.09% | -71,129 |
| ISHARES TR | 3,506 | 2,637 | -869 | 290,367 | 217,737 | 0.09% | -72,630 |
| ABBVIE INC(ABBV) | 2,713 | 2,489 | -224 | 619,893 | 541,333 | 0.22% | -78,560 |