Insight Wealth Partners, LLC

CIK 0001627003 · Q1 2026

13F Equity AUM

$713.0M

-2.3% QoQ

Positions

118

+4 QoQ

AUM Rank

#3,479

Top 28%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #4,645 · Top 57%

vs S&P -6.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 75.3%Top 10: 80.7%Top 20: 87.1%

SPY65.5%

VCIT3.2%

SPXL2.6%

LQD2.1%

JPST2.0%

FBND1.6%

IEF1.0%

TIP0.9%

GTO0.9%

JBND0.9%

Others (108)19.3%

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

Sector Allocation

Financial Services94.0%

Technology2.1%

Other4.0%

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

Position Sizing

Positions: 118Median: 0.13%Avg: 0.85%

0–0.5%

101(14.3%)

0.5–1%

11(8.8%)

1–3%

4(8.3%)

3–5%

1(3.2%)

5%+

1(65.5%)

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

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Portfolio Overlap

Shared: 106Unique: 12vs 20 funds

1.4%Low

118

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.9%

BANK OF AMERICA CORP /DE/

2.1%

1.9%

1.9%

2.6%

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

1.2%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New15Increased58Decreased31Exited11

New Positions

UTWO0.4%

+59K

SNDK0.1%

+2K

AA0.1%

+14K

ZJAN0.1%

+35K

AAXJ0.1%

+10K

TJX0.1%

+4K

PJAN0.1%

+13K

WMT0.1%

+4K

VIRTUIX HOLDINGS INC…0.1%

+48K

XAR0.0%

+1K

Increased

IEF1.0%

+37K(+106%)

ZALT0.2%

+26K(+113%)

FBND1.6%

+15K(+6%)

FALN0.7%

+10K(+6%)

GTO0.9%

+10K(+7%)

JPST2.0%

+8K(+3%)

TBG0.3%

+6K(+12%)

IG0.7%

+6K(+3%)

LQD2.1%

+5K(+3%)

CMBS0.5%

+4K(+7%)

Decreased

IAU*0.7%

-39,042(-43%)

PHYS/U0.3%

-18,898(-26%)

WEA0.1%

-8,274(-9%)

TOPT0.1%

-5,720(-17%)

VCIT3.2%

-3,139(-1%)

VCSH0.3%

-3,050(-9%)

SPY65.5%

-2,429(-0%)

SHYG0.0%

-2,301(-31%)

PFF0.0%

-2,152(-23%)

SHV0.1%

-2,025(-28%)

Exited

-2,165

-11,949

-11,657

-14,433

-13,259

-2,316

-392

-2,117

-685

-3,249

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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