Back to funds
View filing
Insight Wealth Partners, LLC
hedge fundUpdated 10 days agoManaged by Insight Wealth Partners, Llc • Latest filing Q3 2026
Portfolio value
$759.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
33.5%
Weight of largest holdings
Annualized return
131.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $328.3M |
| Q4 2025 | $729.7M |
| Q1 2026 | $713M |
| Q2 2026 | $744.8M |
| Q3 2026 | $759.1M |
Top holdings
141 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $459.5M | 602.5K | 60.53% | Added(+0.1%) | |
| 2 | ? N/A DIREXION SHARES ETF TRUST | $41.3M | 146.8K | 5.44% | Trimmed(-16.7%) |
| 3 | $20.3M | 258.8K | 2.67% | Trimmed(-6.7%) | |
| 4 | ? N/A DIREXION SHARES ETF TRUST | $17.1M | 60.8K | 2.25% | Trimmed(-65.5%) |
| 5 | $11.1M | 221.0K | 1.47% | Trimmed(-8.0%) | |
| 6 | $11.1M | 108.8K | 1.46% | Added(+2.1%) | |
| 7 | $9M | 208.3K | 1.19% | Added(+6.4%) | |
| 8 | $7.8M | 648.2K | 1.03% | Added(+0.1%) | |
| 9 | ? N/A J P MORGAN EXCHANGE TRADED F | $7.2M | 140.8K | 0.95% | Added(+3.2%) |
| 10 | ? N/A VICTORY PORTFOLIOS II | $7M | 156.9K | 0.92% | Added(+3.2%) |
| 11 | $6M | 66.8K | 0.79% | Trimmed(-1.8%) | |
| 12 | $5.8M | 25.5K | 0.77% | Trimmed(-10.3%) | |
| 13 | $4.9M | 110.2K | 0.65% | Added(+5.6%) | |
| 14 | $4.9M | 47.2K | 0.65% | Added(+5.2%) | |
| 15 | ? N/A PRINCIPAL EXCHANGE TRADED FD | $4.9M | 250.6K | 0.65% | Trimmed(-2.4%) |
| 16 | $4.6M | 59.5K | 0.61% | Trimmed(-0.5%) | |
| 17 | $4.3M | 166.2K | 0.57% | Added(+5.8%) | |
| 18 | $4.1M | 53.0K | 0.55% | Trimmed(-0.7%) | |
| 19 | $4M | 7.0K | 0.53% | Trimmed(-13.3%) | |
| 20 | $3.9M | 58.6K | 0.52% | Trimmed(-3.9%) |