Insight Wealth Partners, LLC

CIK 0001627003 · Q2 2026

13F Equity AUM

$744.8M

+4.5% QoQ

Positions

135

+17 QoQ

AUM Rank

#3,977

Top 32%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,963 · Top 60%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 73.0%Top 10: 78.2%Top 20: 84.5%

SPY60.3%

SPXL6.4%

VCIT3.1%

JPST1.6%

LQD1.6%

F1.2%

FBND1.2%

JBND1.0%

UITB1.0%

IEF0.9%

Others (125)21.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services91.8%

Technology3.1%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 135Median: 0.11%Avg: 0.74%

0–0.5%

116(16.0%)

0.5–1%

12(8.6%)

1–3%

4(5.6%)

3–5%

1(3.1%)

5%+

2(66.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 135vs 20 funds

0%Low

135

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New23Increased47Decreased50Exited6

New Positions

EEM0.6%

+61K

JPLD0.4%

+53K

VMI0.1%

+1K

TMB0.1%

+31K

AVLV0.1%

+8K

DUK0.1%

+5K

DELL0.1%

+1K

CAT0.1%

+403

AMD0.1%

+751

MU0.1%

+310

Increased

F1.2%

+600K(+1269%)

SPXL6.4%

+78K(+79%)

IG0.7%

+30K(+13%)

UITB1.0%

+16K(+11%)

UTWO0.5%

+14K(+24%)

JBND1.0%

+14K(+11%)

AAXJ0.3%

+9K(+87%)

CHV0.2%

+6K(+299%)

DBEF0.3%

+6K(+22%)

UMI0.5%

+5K(+9%)

Decreased

SPY60.3%

-116,078(-16%)

FBND1.2%

-57,170(-23%)

GTO0.7%

-37,292(-26%)

JPST1.6%

-36,099(-13%)

LQD1.6%

-33,182(-24%)

FALN0.6%

-27,140(-15%)

CMBS0.3%

-18,170(-26%)

TIP0.7%

-15,783(-26%)

HYG0.6%

-12,722(-18%)

EMB0.5%

-10,791(-23%)

Exited

RTX

-5,757

-13,981

TOPT

-27,469

WMT

-3,875

-5,566

-240

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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