Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 105
- +14 vs. Q4 2024
- Portfolio value
- $166.3M
- +$8.33M (+5.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 571,705 | $13.3M | 8.0% | +6,194+1.1% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 121,581 | $13.2M | 7.9% | +8,686+7.7% | Added | – |
| IAUiShares Gold Trust | ETF | 159,906 | $9.43M | 5.7% | −9,894−5.8% | Reduced | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 187,361 | $8.55M | 5.1% | +2,966+1.6% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 168,211 | $8.52M | 5.1% | +6,292+3.9% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 46,209 | $5.13M | 3.1% | +78+0.2% | Added | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 101,293 | $4.75M | 2.9% | +1,575+1.6% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 87,936 | $4.71M | 2.8% | −632−0.7% | Reduced | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 96,070 | $4.51M | 2.7% | −649−0.7% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 50,210 | $3.96M | 2.4% | +2,177+4.5% | Added | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 25,897 | $3.64M | 2.2% | −357−1.4% | Reduced | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 173,087 | $3.58M | 2.2% | +14,786+9.3% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 128,461 | $3.44M | 2.1% | +5,248+4.3% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 36,780 | $3.33M | 2.0% | +410+1.1% | Added | – |
| NVDANVIDIA Corp | Stock | 28,175 | $3.05M | 1.8% | −2,084−6.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 132,397 | $2.86M | 1.7% | −1,353−1.0% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,154 | $2.76M | 1.7% | −202−0.8% | Reduced | – |
| iShares Tr46429B366 | CMBS ETF | 52,073 | $2.50M | 1.5% | +313+0.6% | Added | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 48,345 | $2.44M | 1.5% | +1,813+3.9% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 25,791 | $2.38M | 1.4% | +242+0.9% | Added | – |
| AAPLApple Inc. | Stock | 10,060 | $2.23M | 1.3% | +329+3.4% | Added | History |
| iShares Tr46436E494 | BBB RATED CORP | 25,628 | $2.20M | 1.3% | −23−0.1% | Reduced | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 84,029 | $2.02M | 1.2% | −18,789−18.3% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 25,560 | $2.02M | 1.2% | +9,488+59.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 10,288 | $1.96M | 1.2% | +157+1.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 9,411 | $1.69M | 1.0% | +551+6.2% | Added | History |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 56,872 | $1.55M | 0.9% | +5,029+9.7% | Added | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $1.52M | 0.9% | 00.0% | Unchanged | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,865 | $1.46M | 0.9% | −247−1.2% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,621 | $1.45M | 0.9% | −71−0.4% | Reduced | – |
| iShares Semiconductor ETF464287523 | ETF | 7,670 | $1.44M | 0.9% | +288+3.9% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 22,208 | $1.22M | 0.7% | −135−0.6% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 7,180 | $1.20M | 0.7% | −106−1.5% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 4,029 | $1.16M | 0.7% | +616+18.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 9,204 | $1.09M | 0.7% | +43+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 17,161 | $1.06M | 0.6% | −168−1.0% | Reduced | History |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 10,454 | $1.05M | 0.6% | +3,609+52.7% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 41,803 | $1.05M | 0.6% | −2,634−5.9% | Reduced | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 90,763 | $1.02M | 0.6% | +1,999+2.3% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,664 | $977.9K | 0.6% | +8,049+69.3% | Added | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 13,327 | $909.0K | 0.5% | +578+4.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 43,855 | $892.4K | 0.5% | +5,706+15.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 45,151 | $879.5K | 0.5% | +3,573+8.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 44,711 | $875.9K | 0.5% | +5,967+15.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 30,478 | $852.2K | 0.5% | −2,014−6.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,250 | $844.6K | 0.5% | −585−20.6% | Reduced | History |
| RTXRTX Corp | Stock | 6,159 | $815.8K | 0.5% | −510−7.6% | Reduced | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,354 | $812.3K | 0.5% | +7,354 | New | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 34,896 | $804.4K | 0.5% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 2,136 | $782.9K | 0.5% | +279+15.0% | Added | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 17,763 | $769.1K | 0.5% | −318−1.8% | Reduced | – |
| ACNAccenture plc | Stock | 2,434 | $759.5K | 0.5% | −5−0.2% | Reduced | History |
| PCARPaccar Inc | COM | 7,700 | $749.8K | 0.5% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 3,515 | $736.5K | 0.4% | −344−8.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,612 | $715.8K | 0.4% | −294−0.8% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,862 | $709.9K | 0.4% | −264−5.2% | Reduced | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 13,474 | $700.6K | 0.4% | +13,474 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,131 | $632.7K | 0.4% | +99+9.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,079 | $621.9K | 0.4% | −62−5.4% | Reduced | History |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 10,803 | $612.3K | 0.4% | −264−2.4% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,573 | $579.4K | 0.3% | +136+1.1% | Added | – |
| CVXChevron Corp | Stock | 3,233 | $540.8K | 0.3% | +847+35.5% | Added | History |
| TSLATesla, Inc. | Stock | 2,061 | $534.1K | 0.3% | +601+41.2% | Added | History |
| NDAQNasdaq, Inc. | COM | 6,999 | $530.9K | 0.3% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 1,982 | $502.5K | 0.3% | −100−4.8% | Reduced | History |
| iShares Tr46435U713 | US INFRASTRUC | 11,121 | $501.2K | 0.3% | +708+6.8% | Added | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 11,300 | $494.2K | 0.3% | −480−4.1% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 2,008 | $492.5K | 0.3% | −97−4.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 25,929 | $480.5K | 0.3% | +25,929 | New | – |
| Innovator ETFs Trust45783Y475 | INNOVATOR US EQ | 15,381 | $472.9K | 0.3% | +15,381 | New | – |
| FFord Motor Co | Stock | 46,113 | $462.5K | 0.3% | +1,342+3.0% | Added | History |
| CLColgate Palmolive Co | Stock | 4,884 | $457.6K | 0.3% | −26−0.5% | Reduced | History |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 13,369 | $437.8K | 0.3% | +13,369 | New | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,787 | $425.1K | 0.3% | +5,787 | New | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $390.0K | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 12,372 | $388.2K | 0.2% | +12,372 | New | – |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $353.8K | 0.2% | 00.0% | Unchanged | – |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 21,559 | $349.7K | 0.2% | +21,559 | New | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,545 | $342.6K | 0.2% | 00.0% | Unchanged | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 12,520 | $340.2K | 0.2% | +12,520 | New | – |
| PEPPepsiCo Inc | Stock | 2,253 | $337.8K | 0.2% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 11,055 | $329.1K | 0.2% | +11,055 | New | – |
| LLYEli Lilly & Co | Stock | 391 | $323.0K | 0.2% | −19−4.6% | Reduced | History |
| COPConocoPhillips | Stock | 2,951 | $309.9K | 0.2% | −88−2.9% | Reduced | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,779 | $296.4K | 0.2% | −43−2.4% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 13,168 | $295.0K | 0.2% | +13,168 | New | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,868 | $283.7K | 0.2% | −1,898−39.8% | Reduced | – |
| ABTAbbott Laboratories | Stock | 2,044 | $271.1K | 0.2% | +27+1.3% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,991 | $261.4K | 0.2% | −45−0.9% | Reduced | – |
| TPLTexas Pacific Land Corp | Stock | 197 | $261.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,046 | $252.0K | 0.2% | +3,046 | New | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,796 | $246.4K | 0.1% | +5,796 | New | – |
| EVREvercore Inc. | CLASS A | 1,223 | $244.3K | 0.1% | 00.0% | Unchanged | History |
| WPCW. P. Carey Inc. | COM | 3,856 | $243.4K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 14,309 | $237.4K | 0.1% | +14,309 | New | – |
| NOWServiceNow, Inc. | Stock | 297 | $236.5K | 0.1% | +3+1.0% | Added | History |
| DEDeere & Co | Stock | 495 | $232.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288687 | PFD AND INCM SEC | 7,440 | $228.6K | 0.1% | 00.0% | Unchanged | – |
| VRTVertiv Holdings Co | COM CL A | 3,121 | $225.3K | 0.1% | +26+0.8% | Added | History |
| BPBP PLC | ADR | 6,643 | $224.5K | 0.1% | +6,643 | New | History |
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 | – | $427.8M |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $3.69M |
| iShares MSCI Eafe ETF464287465 | ETF | – | $2.87M |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.