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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 30, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
65
−3 vs. Q2 2023
Portfolio value
$119.1M
−$1.34M (−1.1%) vs. Q2 2023
Filed
Oct 30, 2023
SEC
Holdings of Insight Wealth Partners, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TPLTexas Pacific Land CorpStock8,130$14.8M12.5%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26592,571$13.4M11.3%−7,856−1.3%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF212,850$10.7M9.0%−2,115−1.0%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF86,264$8.80M7.4%−871−1.0%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF120,886$5.27M4.4%+3,871+3.3%Added–
IAUiShares Gold TrustETF148,923$5.21M4.4%−1,468−1.0%ReducedHistory
iShares Tips Bond ETF464287176ETF38,480$3.99M3.4%−1,471−3.7%Reduced–
Invesco Exch TRD SLF Idx FD46138J445INVSC 30 MUNI BD171,495$3.58M3.0%−18,871−9.9%Reduced–
Invesco Actively Managed Exc46090A804TOTAL RETURN67,182$3.00M2.5%+442+0.7%Added–
iShares Tr464288281JPMORGAN USD EMG33,376$2.75M2.3%−63−0.2%Reduced–
Direxion Shs ETF Tr25459W862DRX S&P500BULL33,104$2.59M2.2%+11,069+50.2%Added–
iShares Tr464288513IBOXX HI YD ETF34,357$2.53M2.1%−40−0.1%Reduced–
iShares Tr46435G474FALN ANGLS USD93,989$2.33M2.0%−164−0.2%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR161,551$2.31M1.9%−6,961−4.1%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF20,707$2.12M1.8%−312−1.5%Reduced–
ETF Ser Solutions26922A453CLEARSHS ULTRA18,654$1.87M1.6%−836−4.3%Reduced–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF19,265$1.69M1.4%+515+2.7%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD32,557$1.61M1.4%−7,123−18.0%Reduced–
iShares Tr46429B366CMBS ETF35,718$1.61M1.4%+804+2.3%Added–
TXNTexas Instruments IncStock9,511$1.51M1.3%−115−1.2%ReducedHistory
FANGDiamondback Energy, Inc.Stock9,536$1.48M1.2%00.0%UnchangedHistory
ACNAccenture plcStock3,926$1.21M1.0%00.0%UnchangedHistory
AAPLApple Inc.Stock6,969$1.19M1.0%+168+2.5%AddedHistory
Principal Exchange Traded FD74255Y821PRNC INVT GRAD56,216$1.11M0.9%+13,188+30.6%Added–
Capitol Ser Tr14064D550FAIRLEAD TACTICA42,141$954.9K0.8%+2,592+6.6%Added–
XOMExxonMobil Holdings CorpCOM7,585$891.9K0.7%+30.0%AddedHistory
WEAWestern Asset Premier Bond FundSHS BEN INT88,129$889.2K0.7%+1,401+1.6%AddedHistory
CSCOCisco Systems, Inc.Stock16,483$886.1K0.7%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB40,985$870.1K0.7%−3,929−8.7%Reduced–
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY36,400$818.4K0.7%−22,375−38.1%Reduced–
DBX ETF Tr233051143XTRACKRS S&P 50020,805$814.9K0.7%+5,638+37.2%Added–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY36,055$810.5K0.7%−5,269−12.8%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD9,936$746.7K0.6%−1,395−12.3%Reduced–
NVDANVIDIA CorpStock1,698$738.6K0.6%+12+0.7%AddedHistory
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB36,631$736.6K0.6%−13,776−27.3%Reduced–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB38,726$727.5K0.6%−51−0.1%Reduced–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB38,403$719.5K0.6%−51−0.1%Reduced–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2836,805$712.7K0.6%−147−0.4%Reduced–
ABBVAbbVie Inc.Stock4,750$708.0K0.6%−412−8.0%ReducedHistory
American Centy ETF Tr025072877US SML CP VALU8,793$685.4K0.6%+2,160+32.6%Added–
AMZNAmazon Com IncStock5,086$646.5K0.5%+887+21.1%AddedHistory
PCARPaccar IncCOM7,563$643.0K0.5%−38−0.5%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY25,691$603.9K0.5%00.0%Unchanged–
RTXRTX CorpStock7,207$518.7K0.4%00.0%UnchangedHistory
FFord Motor CoStock41,718$518.1K0.4%+482+1.2%AddedHistory
American Centy ETF Tr025072802INTL SMCP VLU8,773$507.5K0.4%+3,432+64.3%Added–
WPCW. P. Carey Inc.COM9,242$499.8K0.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,158$495.0K0.4%+4+0.3%AddedHistory
iShares Semiconductor ETF464287523ETF881$417.3K0.4%+370+72.4%Added–
MSFTMicrosoft CorpStock1,267$400.2K0.3%+124+10.8%AddedHistory
American Centy ETF Tr025072364INTERNATIONAL LR7,773$374.2K0.3%+2,173+38.8%Added–
Schwab US Dividend Equity ETF808524797ETF4,780$338.2K0.3%00.0%Unchanged–
CLColgate Palmolive CoStock4,754$338.1K0.3%00.0%UnchangedHistory
COPConocoPhillipsStock2,811$336.8K0.3%+36+1.3%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF6,759$334.8K0.3%00.0%Unchanged–
ABTAbbott LaboratoriesStock3,377$327.1K0.3%−1,111−24.8%ReducedHistory
iShares Tr464288687PFD AND INCM SEC10,386$313.1K0.3%−351−3.3%Reduced–
CVXChevron CorpStock1,776$299.5K0.3%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF694$298.0K0.3%00.0%Unchanged–
iShares Tr464287341GLOBAL ENERG ETF7,001$288.9K0.2%+1,384+24.6%Added–
iShares Tr46434V613CORE UNIVRSL USD5,715$249.8K0.2%+264+4.8%Added–
BPBP PLCADR6,267$242.7K0.2%−20−0.3%ReducedHistory
HOMBHome Bancshares IncCOM11,105$232.5K0.2%+87+0.8%AddedHistory
iShares Tr464289883CORE 30 70 ETF6,470$219.7K0.2%00.0%Unchanged–
AVGOBroadcom Inc.Stock260$216.0K0.2%+1+0.4%AddedHistory

Options (4)

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 Q3 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$391.2M
iShares Tr464287234MSCI EMG MKT ETF–$2.31M
iShares MSCI Eafe ETF464287465ETF–$2.29M
ARK Innovation ETF00214Q104ETF–$1.91M

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Insight Wealth Partners, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
Vanguard Intermediate-Term Bond ETF921937819ETF15,058$1.13M0.9%–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB45,252$930.8K0.8%–
iShares Tr46435G672CORE INTL AGGR4,128$203.5K0.2%–