Investor
Insight Wealth Partners, LLC
CIK 0001627003 · filed 2026-05-14 · SEC filing
13F book
$713M
Positions
118
15 new · 11 sold
Largest name
3.2%
Vanguard Scottsdale Fds
Est. mark
−$3.03M
Price effect on 103 names still held. Flow $10.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 272.8K | $22.6M | 3.2% | −$272.8K | Cut−$535.7K |
| Direxion Shs Etf Tr | — | 96.6K | $17.9M | 2.5% | −$3.45M | Cut−$4.02M |
| Ishares Tr | — | 139.7K | $15.2M | 2.1% | −$162K | Added$345.6K |
| J P Morgan Exchange Traded F | — | 276.2K | $14M | 2.0% | $5.34K | Added$409K |
| Fidelity Merrimack Str Tr | — | 252.9K | $11.5M | 1.6% | −$99.8K | Added$590.4K |
| Ishares Tr | — | 72.5K | $6.92M | 1.0% | −$25.3K | Added$3.54M |
| Ishares Tr | — | 60.6K | $6.69M | 0.9% | $25.7K | Added$401.7K |
| Invesco Actively Managed Exc | — | 141.7K | $6.63M | 0.9% | −$77.9K | Added$373.6K |
| J P Morgan Exchange Traded F | — | 122.6K | $6.59M | 0.9% | −$36.6K | Added−$8.74K |
| Victory Portfolios Ii | — | 136.4K | $6.41M | 0.9% | −$45.8K | Added−$14.4K |
| Ishares Tr | — | 72.5K | $5.77M | 0.8% | −$73K | Added$264.9K |
| Ishares Tr | — | 184.1K | $4.92M | 0.7% | −$101K | Added$164.5K |
| Nvidia Corp | NVDA | 27.8K | $4.85M | 0.7% | −$329.9K | Added−$234.9K |
| Principal Exchange Traded Fd | — | 226.6K | $4.68M | 0.7% | −$55.4K | Added$69.3K |
| Ishares Gold Tr | — | 52.7K | $4.65M | 0.7% | $368.7K | Cut−$2.8M |
| Ishares Tr | — | 47K | $4.42M | 0.6% | −$106.1K | Added$71.5K |
| Ishares Tr | — | 33.6K | $3.56M | 0.5% | −$31.7K | Added$28.2K |
| Ishares Tr | — | 70.9K | $3.45M | 0.5% | −$23.2K | Added$193.9K |
| Pimco Etf Tr | — | 36.3K | $3.35M | 0.5% | −$27K | Added$209.7K |
| Uscf Etf Tr | — | 52.8K | $3.09M | 0.4% | $467.1K | Added$681.2K |
| Dbx Etf Tr | — | 51.2K | $3.05M | 0.4% | −$145.6K | Added−$85.8K |
| Rbb Fd Inc | — | 58.9K | $2.84M | 0.4% | — | New |
| Ishares Tr | — | 7.83K | $2.57M | 0.4% | $212.2K | Added$248.3K |
| Apple Inc. | AAPL | 9.76K | $2.48M | 0.3% | −$176.1K | Added−$172.3K |
| Broadcom Inc. | AVGO | 7.71K | $2.39M | 0.3% | −$280.8K | Added−$267.8K |
| Vanguard Scottsdale Fds | — | 29.4K | $2.33M | 0.3% | −$13.5K | Cut−$256.7K |
| Ishares Tr | — | 26.9K | $2.33M | 0.3% | −$20.7K | Cut−$61.1K |
| Amazon Com Inc | AMZN | 10.9K | $2.27M | 0.3% | −$241.6K | Added−$207.3K |
| Invesco Exch Trd Slf Idx Fd | — | 103.7K | $2.26M | 0.3% | −$21.9K | Held |
| American Centy Etf Tr | — | 22.3K | $2.22M | 0.3% | $129.9K | Added$151.7K |
| Ea Series Trust | — | 60.5K | $2.11M | 0.3% | $79.5K | Added$303.1K |
| American Centy Etf Tr | — | 18.3K | $2.02M | 0.3% | $151.4K | Added$206.5K |
| First Tr Exchange Traded Fd | — | 17.5K | $1.94M | 0.3% | $201.1K | Added$355.3K |
| Sprott Asset Management Lp | — | 54.5K | $1.93M | 0.3% | $131.8K | Cut−$492.2K |
| Spdr Gold Tr | — | 4.48K | $1.93M | 0.3% | $145K | Added$237.1K |
| Diamondback Energy, Inc. | FANG | 9.47K | $1.87M | 0.3% | $449.5K | Cut$439.7K |
| Capitol Ser Tr | — | 61.6K | $1.87M | 0.3% | $26.4K | Cut$373 |
| Spdr S&P 500 Etf Tr | — | 2.6K | $1.69M | 0.2% | −$81.9K | Cut−$169.8K |
| Innovator Etfs Trust | — | 49.3K | $1.6M | 0.2% | −$2.55K | Added$847.6K |
| Exxon Mobil Corp | — | 9.42K | $1.6M | 0.2% | $452.5K | Added$493.3K |
| Pacer Fds Tr | — | 24.2K | $1.51M | 0.2% | $57.8K | Cut−$11.8K |
| Dbx Etf Tr | — | 28.2K | $1.39M | 0.2% | $31.9K | Added$203.8K |
| Vertiv Holdings Co | VRT | 5.26K | $1.32M | 0.2% | $465.4K | Added$466.9K |
| American Centy Etf Tr | — | 16.6K | $1.24M | 0.2% | $52.2K | Added$206K |
| Cisco Sys Inc | — | 15.8K | $1.23M | 0.2% | $8.87K | Cut−$36.8K |
| Schwab Strategic Tr | — | 39.7K | $1.16M | 0.2% | −$138.5K | Cut−$173.5K |
| Schwab Strategic Tr | — | 37.2K | $1.14M | 0.2% | $121K | Cut$104.3K |
| RTX Corp | RTX | 5.76K | $1.11M | 0.2% | $53.8K | Added$71.2K |
| Texas Instrs Inc | — | 5.69K | $1.1M | 0.2% | $96.7K | Added$291.8K |
| Sandisk Corp | SNDK | 1.6K | $1.02M | 0.1% | — | New |
| Alphabet Inc | — | 3.48K | $999.6K | 0.1% | −$88.4K | Cut−$113.8K |
| Etf Ser Solutions | — | 9.99K | $999.4K | 0.1% | $499 | Held |
| Pgim Etf Tr | — | 19.6K | $971.8K | 0.1% | −$1.77K | Held |
| Ishares Tr | — | 9.91K | $954.6K | 0.1% | — | New |
| Innovator Etfs Trust | — | 34.8K | $949.6K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 2.54K | $942.4K | 0.1% | −$169.2K | Added−$33.5K |
| Ishares Tr | — | 20.2K | $933.6K | 0.1% | −$6.53K | Added$63K |
| Alcoa Corp | AA | 14K | $927.4K | 0.1% | — | New |
| Western Asset Premier Bd Fd | — | 86.6K | $916K | 0.1% | −$39K | Cut−$130.2K |
| Vaneck Etf Trust | — | 9.81K | $900.2K | 0.1% | $55K | Added$113.2K |
| Etf Ser Solutions | — | 20.4K | $885.1K | 0.1% | −$15.5K | Added$7.92K |
| Invesco Exch Trd Slf Idx Fd | — | 43.3K | $883.6K | 0.1% | −$7.66K | Cut−$23.1K |
| Paccar Inc | PCAR | 7.56K | $873.6K | 0.1% | $45.4K | Cut$19.6K |
| Ishares Tr | — | 15.2K | $871.2K | 0.1% | $67.4K | Added$97.7K |
| Microsoft Corp | MSFT | 2.33K | $861.4K | 0.1% | −$264.1K | Cut−$279.6K |
| Jpmorgan Chase & Co. | — | 2.89K | $851.3K | 0.1% | −$78.9K | Added−$55.4K |
| Ishares Tr | — | 27.5K | $786.2K | 0.1% | −$71.7K | Cut−$250.3K |
| Direxion Shs Etf Tr | — | 4.74K | $783.8K | 0.1% | −$88.9K | Cut−$134.2K |
| Select Sector Spdr Tr | — | 5K | $732.4K | 0.1% | −$40.9K | Cut−$46.5K |
| Palantir Technologies Inc. | PLTR | 4.86K | $710.2K | 0.1% | −$152.8K | Cut−$218.2K |
| Tjx Cos Inc New | — | 4.44K | $709.5K | 0.1% | — | New |
| Ishares Tr | — | 1.08K | $705.5K | 0.1% | −$22K | Added$230.1K |
| Meta Platforms, Inc. | META | 1.09K | $623.1K | 0.1% | −$95.5K | Added−$93.8K |
| Innovator Etfs Trust | — | 12.9K | $593.5K | 0.1% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 29.8K | $584.6K | 0.1% | −$3.4K | Added$1.59K |
| Ishares Tr | — | 5.26K | $580.8K | 0.1% | $1.26K | Cut−$221.8K |
| Ford Mtr Co | — | 47.3K | $546.2K | 0.1% | −$74.3K | Added−$70.6K |
| AbbVie Inc. | ABBV | 2.49K | $541.3K | 0.1% | −$27.4K | Cut−$78.6K |
| Invesco Exch Trd Slf Idx Fd | — | 28.9K | $538.8K | 0.1% | −$4.99K | Added$6 |
| Walmart Inc. | WMT | 3.88K | $481.6K | 0.1% | — | New |
| Ishares Tr | — | 4.67K | $463.4K | 0.1% | −$2.51K | Added$51.9K |
| Topgolf Callaway Brands Corp | CALY | 32.6K | $452.9K | 0.1% | $66.7K | Added$100.9K |
| Ecolab Inc. | ECL | 1.68K | $448K | 0.1% | $5.89K | Cut−$15.1K |
| Chevron Corp New | CVX | 2.09K | $431.7K | 0.1% | $113.7K | Cut$109.9K |
| Conocophillips | COP | 3.02K | $398.7K | 0.1% | $116K | Held |
| Ishares Tr | — | 5.53K | $388K | 0.1% | $3.97K | Added$25K |
| Ishares Core 30 70 Con | — | 9.4K | $375K | 0.1% | −$2.26K | Held |
| Evercore Inc. | EVR | 1.25K | $374.3K | 0.1% | −$52.3K | Held |
| Pepsico Inc | PEP | 2.26K | $351.3K | 0.0% | $26.6K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 17.9K | $349K | 0.0% | −$804 | Held |
| Ishares Tr | — | 3.73K | $329.7K | 0.0% | −$2.83K | Added$92.8K |
| Enterprise Prods Partners L | — | 8.64K | $327.1K | 0.0% | $47.2K | Added$65.4K |
| Virtuix Holdings Inc. | VTIX | 48.3K | $327K | 0.0% | — | New |
| Texas Pacific Land Corporati | — | 629 | $298.5K | 0.0% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 12.8K | $296.3K | 0.0% | −$2.11K | Held |
| Teekay Tankers Ltd. | TNK | 4.03K | $295.2K | 0.0% | — | New |
| Eli Lilly & Co | LLY | 307 | $282.7K | 0.0% | −$47.1K | Held |
| Innovator Etfs Trust | — | 10.5K | $280.2K | 0.0% | −$609 | Held |
| Invesco Exch Trd Slf Idx Fd | — | 16.1K | $269.5K | 0.0% | −$3.18K | Added$1.82K |
| Innovator Etfs Trust | — | 10.5K | $266.3K | 0.0% | — | New |
| Ishares Tr | — | 5.06K | $265.9K | 0.0% | −$1.61K | Added$655 |
| Deere & Co | DE | 468 | $263.6K | 0.0% | $45.7K | Held |
| Wp Carey Inc | — | 3.88K | $263.5K | 0.0% | $13.9K | Added$14.5K |
| Coca Cola Co | KO | 3.45K | $262.5K | 0.0% | $21.2K | Added$21.5K |
| Costco Whsl Corp New | — | 263 | $262.1K | 0.0% | $34.6K | Added$39.6K |
| Bp Plc | — | 5.57K | $261.6K | 0.0% | — | New |
| Spdr Series Trust | — | 1.02K | $259.2K | 0.0% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 11.2K | $250.4K | 0.0% | −$2.74K | Added$2.27K |
| Etf Ser Solutions | — | 6.24K | $225.3K | 0.0% | $14.9K | Added$17.4K |
| Ishares Tr | — | 885 | $219.5K | 0.0% | $1.63K | Held |
| Ishares Tr | — | 2.64K | $217.7K | 0.0% | −$659 | Cut−$72.6K |
| Ishares Tr | — | 5.13K | $217.1K | 0.0% | −$2.87K | Cut−$101.5K |
| Ishares Tr | — | 3.37K | $216.9K | 0.0% | −$2.22K | Cut−$3.33K |
| Ishares Tr | — | 7.04K | $213.3K | 0.0% | −$4.5K | Cut−$71.1K |
| Alphabet Inc | — | 725 | $208.1K | 0.0% | −$18.7K | Added−$9.49K |
| Colgate Palmolive Co | CL | 2.44K | $207.9K | 0.0% | $15.1K | Cut−$17.6K |
| Goldman Sachs Group Inc | — | 240 | $203K | 0.0% | — | New |
| Unisys Corp | UIS | 32.9K | $68K | 0.0% | −$22.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.