Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 58
- +2 vs. Q4 2022
- Portfolio value
- $110.9M
- +$3.81M (+3.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 8,130 | $13.8M | 12.5% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 584,309 | $13.4M | 12.0% | +101,603+21.0% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 90,208 | $9.89M | 8.9% | +21,916+32.1% | Added | – |
| IAUiShares Gold Trust | ETF | 170,056 | $6.35M | 5.7% | −1,326−0.8% | Reduced | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 124,165 | $5.71M | 5.2% | +2,178+1.8% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 51,437 | $5.67M | 5.1% | −694−1.3% | Reduced | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 97,896 | $4.62M | 4.2% | +1,568+1.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 195,254 | $4.34M | 3.9% | +348+0.2% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 42,017 | $3.63M | 3.3% | −782−1.8% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 40,566 | $3.06M | 2.8% | +1,102+2.8% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 116,013 | $2.93M | 2.6% | +703+0.6% | Added | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 176,943 | $2.74M | 2.5% | −2,733−1.5% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,497 | $2.53M | 2.3% | +151+0.6% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 23,398 | $2.17M | 2.0% | −959−3.9% | Reduced | – |
| iShares Tr46429B366 | CMBS ETF | 44,854 | $2.07M | 1.9% | +130+0.3% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 37,175 | $1.87M | 1.7% | +37,175 | New | – |
| TXNTexas Instruments Inc | Stock | 9,626 | $1.79M | 1.6% | +989+11.5% | Added | History |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 20,779 | $1.52M | 1.4% | +1,138+5.8% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 17,889 | $1.37M | 1.2% | −35,435−66.5% | Reduced | – |
| FANGDiamondback Energy, Inc. | Stock | 9,471 | $1.28M | 1.2% | −30.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,230 | $1.24M | 1.1% | +113+0.7% | Added | – |
| ACNAccenture plc | Stock | 3,926 | $1.12M | 1.0% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 44,914 | $946.8K | 0.9% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 45,252 | $931.7K | 0.8% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 5,762 | $918.3K | 0.8% | +5,762 | New | History |
| AAPLApple Inc. | Stock | 5,559 | $916.6K | 0.8% | +462+9.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 16,483 | $861.6K | 0.8% | 00.0% | Unchanged | History |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 40,667 | $853.6K | 0.8% | +7,301+21.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 7,579 | $831.2K | 0.7% | +30.0% | Added | History |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 78,241 | $798.1K | 0.7% | +2,739+3.6% | Added | History |
| WPCW. P. Carey Inc. | COM | 9,242 | $715.8K | 0.6% | −590−6.0% | Reduced | History |
| RTXRTX Corp | Stock | 7,207 | $705.8K | 0.6% | +283+4.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 25,691 | $605.2K | 0.5% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 26,763 | $600.9K | 0.5% | 00.0% | Unchanged | – |
| PCARPaccar Inc | COM | 7,570 | $554.1K | 0.5% | +2,530+50.2% | Added | History |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 14,767 | $549.2K | 0.5% | +480+3.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,325 | $542.4K | 0.5% | +325+32.5% | Added | History |
| ABTAbbott Laboratories | Stock | 5,286 | $535.3K | 0.5% | +5,286 | New | History |
| FFord Motor Co | Stock | 40,781 | $513.8K | 0.5% | +2,404+6.3% | Added | History |
| NVDANVIDIA Corp | Stock | 1,648 | $457.8K | 0.4% | −15−0.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,564 | $368.1K | 0.3% | +1,060+42.3% | Added | History |
| CLColgate Palmolive Co | Stock | 4,754 | $357.3K | 0.3% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,780 | $349.7K | 0.3% | 00.0% | Unchanged | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $337.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,737 | $335.2K | 0.3% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 15,179 | $307.8K | 0.3% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 1,776 | $289.8K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,940 | $274.1K | 0.2% | +451+8.2% | Added | – |
| COPConocoPhillips | Stock | 2,746 | $272.4K | 0.2% | +22+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 875 | $252.4K | 0.2% | +875 | New | History |
| iShares Tr46435G672 | CORE INTL AGGR | 5,002 | $244.8K | 0.2% | −5−0.1% | Reduced | – |
| BPBP PLC | ADR | 6,287 | $238.5K | 0.2% | +254+4.2% | Added | History |
| HOMBHome Bancshares Inc | COM | 10,931 | $237.3K | 0.2% | +81+0.7% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,195 | $236.6K | 0.2% | +145+4.8% | Added | – |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $226.2K | 0.2% | 00.0% | Unchanged | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 9,820 | $224.4K | 0.2% | −1,844−15.8% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 9,352 | $210.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,453 | $201.5K | 0.2% | −1,343−35.4% | Reduced | – |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $329.6M |
| iShares MSCI Eafe ETF464287465 | ETF | – | $2.55M |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $2.52M |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.