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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
68
+10 vs. Q1 2023
Portfolio value
$120.4M
+$9.49M (+8.6%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Insight Wealth Partners, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26600,427$13.7M11.4%+16,118+2.8%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF214,965$10.8M9.0%+177,790+478.3%Added–
TPLTexas Pacific Land CorpStock8,130$10.7M8.9%00.0%UnchangedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF87,135$9.42M7.8%−3,073−3.4%Reduced–
IAUiShares Gold TrustETF150,391$5.47M4.5%−19,665−11.6%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF117,015$5.31M4.4%−7,150−5.8%Reduced–
iShares Tips Bond ETF464287176ETF39,951$4.30M3.6%−11,486−22.3%Reduced–
Invesco Exch TRD SLF Idx FD46138J445INVSC 30 MUNI BD190,366$4.18M3.5%−4,888−2.5%Reduced–
Invesco Actively Managed Exc46090A804TOTAL RETURN66,740$3.10M2.6%−31,156−31.8%Reduced–
iShares Tr464288281JPMORGAN USD EMG33,439$2.89M2.4%−8,578−20.4%Reduced–
iShares Tr464288513IBOXX HI YD ETF34,397$2.58M2.1%−6,169−15.2%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR168,512$2.51M2.1%−8,431−4.8%ReducedHistory
iShares Tr46435G474FALN ANGLS USD94,153$2.39M2.0%−21,860−18.8%Reduced–
iShares Tr464288414NATIONAL MUN ETF21,019$2.24M1.9%−2,478−10.5%Reduced–
Direxion Shs ETF Tr25459W862DRX S&P500BULL22,035$1.98M1.6%+1,256+6.0%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD39,680$1.96M1.6%+39,680New–
ETF Ser Solutions26922A453CLEARSHS ULTRA19,490$1.95M1.6%+19,490New–
TXNTexas Instruments IncStock9,626$1.73M1.4%00.0%UnchangedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF18,750$1.72M1.4%−4,648−19.9%Reduced–
iShares Tr46429B366CMBS ETF34,914$1.60M1.3%−9,940−22.2%Reduced–
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY58,775$1.32M1.1%+32,012+119.6%Added–
AAPLApple Inc.Stock6,801$1.32M1.1%+1,242+22.3%AddedHistory
FANGDiamondback Energy, Inc.Stock9,536$1.25M1.0%+65+0.7%AddedHistory
ACNAccenture plcStock3,926$1.21M1.0%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF15,058$1.13M0.9%−2,831−15.8%Reduced–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB50,407$1.01M0.8%+35,228+232.1%Added–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB44,914$950.8K0.8%00.0%Unchanged–
Capitol Ser Tr14064D550FAIRLEAD TACTICA39,549$940.3K0.8%+39,549New–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY41,324$931.9K0.8%+31,972+341.9%Added–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB45,252$930.8K0.8%00.0%Unchanged–
Principal Exchange Traded FD74255Y821PRNC INVT GRAD43,028$885.1K0.7%+2,361+5.8%Added–
WEAWestern Asset Premier Bond FundSHS BEN INT86,728$883.8K0.7%+8,487+10.8%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD11,331$857.3K0.7%−4,899−30.2%Reduced–
CSCOCisco Systems, Inc.Stock16,483$852.8K0.7%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM7,582$813.2K0.7%+30.0%AddedHistory
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB38,777$734.6K0.6%+38,777New–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB38,454$731.6K0.6%+38,454New–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2836,952$729.6K0.6%+36,952New–
NVDANVIDIA CorpStock1,686$713.2K0.6%+38+2.3%AddedHistory
RTXRTX CorpStock7,207$706.0K0.6%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock5,162$695.5K0.6%−600−10.4%ReducedHistory
PCARPaccar IncCOM7,601$635.9K0.5%+31+0.4%AddedHistory
WPCW. P. Carey Inc.COM9,242$624.4K0.5%00.0%UnchangedHistory
FFord Motor CoStock41,236$623.9K0.5%+455+1.1%AddedHistory
DBX ETF Tr233051143XTRACKRS S&P 50015,167$615.9K0.5%+400+2.7%Added–
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY25,691$604.0K0.5%00.0%Unchanged–
AMZNAmazon Com IncStock4,199$547.4K0.5%+635+17.8%AddedHistory
American Centy ETF Tr025072877US SML CP VALU6,633$514.8K0.4%+3,438+107.6%Added–
SPYSPDR S&P 500 ETF TrustETF1,154$511.5K0.4%−171−12.9%ReducedHistory
ABTAbbott LaboratoriesStock4,488$489.2K0.4%−798−15.1%ReducedHistory
MSFTMicrosoft CorpStock1,143$389.4K0.3%+268+30.6%AddedHistory
CLColgate Palmolive CoStock4,754$366.2K0.3%00.0%UnchangedHistory
iShares Core Dividend Growth ETF46434V621ETF6,759$348.3K0.3%00.0%Unchanged–
Schwab US Dividend Equity ETF808524797ETF4,780$347.1K0.3%00.0%Unchanged–
iShares Tr464288687PFD AND INCM SEC10,737$332.1K0.3%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF694$309.3K0.3%+694New–
American Centy ETF Tr025072802INTL SMCP VLU5,341$307.4K0.3%+5,341New–
COPConocoPhillipsStock2,775$287.5K0.2%+29+1.1%AddedHistory
CVXChevron CorpStock1,776$279.5K0.2%00.0%UnchangedHistory
American Centy ETF Tr025072364INTERNATIONAL LR5,600$272.3K0.2%+5,600New–
iShares Semiconductor ETF464287523ETF511$259.2K0.2%+511New–
HOMBHome Bancshares IncCOM11,018$251.2K0.2%+87+0.8%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD5,451$247.9K0.2%−489−8.2%Reduced–
iShares Tr464289883CORE 30 70 ETF6,470$228.0K0.2%00.0%Unchanged–
AVGOBroadcom Inc.Stock259$224.7K0.2%+259NewHistory
BPBP PLCADR6,287$221.9K0.2%00.0%UnchangedHistory
iShares Tr464287341GLOBAL ENERG ETF5,617$209.1K0.2%+5,617New–
iShares Tr46435G672CORE INTL AGGR4,128$203.5K0.2%−874−17.5%Reduced–

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Insight Wealth Partners, LLC in Q2 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$306.0M
iShares Tr464287234MSCI EMG MKT ETF–$2.48M
iShares MSCI Eafe ETF464287465ETF–$2.46M

Sold out since Q1 2023 (2)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Insight Wealth Partners, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ETF Ser Solutions26922A404VIDENT INTL EQ9,820$224.4K0.2%–
iShares Tr4642874571 3 YR TREAS BD2,453$201.5K0.2%–