Portfolio (Quarterly) Guide ↗

Insight Wealth Partners, LLC

· CIK 0001627003

13F Portfolio $713M AUM 120 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 16 New 51 Added 31 Reduced 11 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	AGG	ISHARES TR	—	4,668.0	$463K	0.07%	+548.0	+13.3%	$99.27	-1.3%
42	CALY	CALLAWAY GOLF CO	Consumer Cyclical	32,632.0	$453K	0.06%	+2K	+8.2%	$13.88	+9.7%
43	DGRO	ISHARES TR	—	5,529.0	$388K	0.05%	+300.0	+5.7%	$70.18	+4.5%
44	AOA	ISHARES TR	—	3,726.0	$330K	0.05%	+1K	+40.9%	$88.49	+8.2%
45	EPD	ENTERPRISE PRODS PARTNERS L	Energy	8,645.0	$327K	0.05%	+481.0	+5.9%	$37.84	+3.7%
46	BSCU	INVESCO EXCH TRD SLF IDX FD	—	16,117.0	$269K	0.04%	+299.0	+1.9%	$16.72	-0.4%
47	IGSB	ISHARES TR	—	5,059.0	$266K	0.04%	+43.0	+0.9%	$52.56	-0.6%
48	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	263.0	$262K	0.04%	+5.0	+1.9%	$996.43	+4.5%
49	BSJR	INVESCO EXCH TRD SLF IDX FD	—	11,196.0	$250K	0.04%	+224.0	+2.0%	$22.37	+0.3%
50	VIDI	ETF SER SOLUTIONS	—	6,238.0	$225K	0.03%	+70.0	+1.1%	$36.12	+9.5%
51	GOOG	ALPHABET INC	Communication Services	725.0	$208K	0.03%	+32.0	+4.6%	$287.00	+38.4%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 30.2%

Financial Services 27.1%

Energy 11.8%

Consumer Cyclical 10.6%

Industrials 7.7%

Communication Services 3.9%

Consumer Defensive 3.4%

Basic Materials 3.0%

Healthcare 1.8%

Real Estate 0.6%