Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 114
- +7 vs. Q2 2025
- Portfolio value
- $226.3M
- +$46.0M (+25.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 279,065 | $23.5M | 10.4% | +279,065 | New | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 101,417 | $21.5M | 9.5% | −14,197−12.3% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 121,766 | $13.6M | 6.0% | +14,827+13.9% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 260,982 | $13.2M | 5.9% | −49,319−15.9% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 226,771 | $10.5M | 4.6% | +33,822+17.5% | Added | – |
| IAUiShares Gold Trust | ETF | 89,243 | $6.49M | 2.9% | −233−0.3% | Reduced | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 114,961 | $6.23M | 2.8% | +20,525+21.7% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 54,443 | $6.06M | 2.7% | +7,804+16.7% | Added | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 126,716 | $6.02M | 2.7% | +23,117+22.3% | Added | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 124,604 | $5.92M | 2.6% | +21,729+21.1% | Added | – |
| NVDANVIDIA Corp | Stock | 28,731 | $5.36M | 2.4% | +339+1.2% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 62,373 | $5.06M | 2.2% | +9,907+18.9% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 155,856 | $4.33M | 1.9% | +21,840+16.3% | Added | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 194,883 | $4.11M | 1.8% | +10,789+5.9% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 41,671 | $3.97M | 1.8% | +4,592+12.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 31,580 | $3.36M | 1.5% | +5,093+19.2% | Added | – |
| iShares Tr46429B366 | CMBS ETF | 63,291 | $3.11M | 1.4% | +9,718+18.1% | Added | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 50,926 | $3.06M | 1.4% | +539+1.1% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 31,882 | $2.98M | 1.3% | +5,754+22.0% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,614 | $2.61M | 1.2% | +6,664+25.7% | Added | – |
| AAPLApple Inc. | Stock | 10,092 | $2.57M | 1.1% | +71+0.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 7,667 | $2.53M | 1.1% | +155+2.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 10,664 | $2.34M | 1.0% | +109+1.0% | Added | History |
| iShares Tr46436E494 | BBB RATED CORP | 26,293 | $2.31M | 1.0% | +699+2.7% | Added | – |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 44,719 | $2.30M | 1.0% | +2,713+6.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $2.27M | 1.0% | −1,486−1.4% | Reduced | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 74,065 | $2.19M | 1.0% | 00.0% | Unchanged | History |
| iShares Semiconductor ETF464287523 | ETF | 8,008 | $2.17M | 1.0% | +42+0.5% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,017 | $1.96M | 0.9% | +686+3.2% | Added | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 61,152 | $1.84M | 0.8% | +3,109+5.4% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,799 | $1.77M | 0.8% | +597+3.5% | Added | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 15,780 | $1.53M | 0.7% | +1,399+9.7% | Added | – |
| GLDSPDR Gold Trust | ETF | 4,210 | $1.50M | 0.7% | −428−9.2% | Reduced | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 25,861 | $1.49M | 0.7% | +2,774+12.0% | Added | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $1.36M | 0.6% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,567 | $1.36M | 0.6% | +1,359+3.3% | Added | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 39,357 | $1.30M | 0.6% | +19,959+102.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,498 | $1.29M | 0.6% | +34+1.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 17,279 | $1.18M | 0.5% | −70.0% | Reduced | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 25,001 | $1.16M | 0.5% | +4,862+24.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 9,929 | $1.12M | 0.5% | +570+6.1% | Added | History |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 10,753 | $1.08M | 0.5% | −100−0.9% | Reduced | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 94,387 | $1.06M | 0.5% | +2,874+3.1% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,287 | $1.02M | 0.4% | +1,403+3.9% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 20,023 | $997.7K | 0.4% | −471−2.3% | Reduced | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 14,416 | $972.2K | 0.4% | +2,703+23.1% | Added | – |
| TSLATesla, Inc. | Stock | 2,178 | $968.6K | 0.4% | −61−2.7% | Reduced | History |
| RTXRTX Corp | Stock | 5,667 | $948.3K | 0.4% | −9−0.2% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 5,146 | $938.7K | 0.4% | +1,917+59.4% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 45,236 | $930.5K | 0.4% | −593−1.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,389 | $925.4K | 0.4% | +59+4.4% | Added | History |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 28,990 | $924.2K | 0.4% | +17,935+162.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 47,054 | $920.4K | 0.4% | −102−0.2% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 4,939 | $907.4K | 0.4% | −10.0% | Reduced | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,163 | $901.9K | 0.4% | +611+8.1% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 44,775 | $882.5K | 0.4% | −1,937−4.1% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 2,680 | $845.4K | 0.4% | +324+13.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,143 | $839.4K | 0.4% | +10+0.9% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 17,375 | $811.6K | 0.4% | +4,772+37.9% | Added | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 24,662 | $809.4K | 0.4% | +5,455+28.4% | Added | – |
| HDHome Depot, Inc. | Stock | 1,990 | $806.3K | 0.4% | −45−2.2% | Reduced | History |
| iShares Tr46435U713 | US INFRASTRUC | 15,129 | $799.1K | 0.4% | +2,602+20.8% | Added | – |
| PCARPaccar Inc | COM | 7,787 | $765.7K | 0.3% | +11+0.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,206 | $742.3K | 0.3% | −5−0.2% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,122 | $712.8K | 0.3% | +297+6.2% | Added | – |
| VRTVertiv Holdings Co | COM CL A | 4,347 | $655.8K | 0.3% | +46+1.1% | Added | History |
| NDAQNasdaq, Inc. | COM | 6,999 | $619.1K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 24,797 | $580.4K | 0.3% | +211+0.9% | Added | – |
| FFord Motor Co | Stock | 47,316 | $565.9K | 0.3% | +567+1.2% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 29,426 | $553.5K | 0.2% | +1,326+4.7% | Added | – |
| ECLEcolab Inc. | Stock | 1,789 | $489.9K | 0.2% | −93−4.9% | Reduced | History |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 10,860 | $480.7K | 0.2% | −396−3.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $464.5K | 0.2% | 00.0% | Unchanged | – |
| ACNAccenture plc | Stock | 1,746 | $430.6K | 0.2% | −704−28.7% | Reduced | History |
| EVREvercore Inc. | CLASS A | 1,254 | $423.0K | 0.2% | +31+2.5% | Added | History |
| CVXChevron Corp | Stock | 2,689 | $417.6K | 0.2% | −99−3.6% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,120 | $413.0K | 0.2% | −95−2.3% | Reduced | – |
| CLColgate Palmolive Co | Stock | 4,777 | $381.9K | 0.2% | +9+0.2% | Added | History |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $377.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46438G570 | TOP 20 U S ETF | 12,081 | $368.0K | 0.2% | +3,466+40.2% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,229 | $356.0K | 0.2% | −316−5.7% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,045 | $348.3K | 0.2% | +1,994+33.0% | Added | – |
| NOWServiceNow, Inc. | Stock | 368 | $338.7K | 0.1% | +9+2.5% | Added | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,287 | $327.5K | 0.1% | +4,287 | New | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 14,073 | $320.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,819 | $316.8K | 0.1% | +746+24.3% | Added | – |
| PEPPepsiCo Inc | Stock | 2,253 | $316.4K | 0.1% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,855 | $308.2K | 0.1% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 804 | $303.3K | 0.1% | +804 | New | History |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 11,132 | $294.9K | 0.1% | +11,132 | New | – |
| Innovator ETFs Trust45783Y111 | EQUI DEFI 1 AUG | 11,082 | $293.2K | 0.1% | +11,082 | New | – |
| GOOGLAlphabet Inc. | Stock | 1,201 | $292.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288687 | PFD AND INCM SEC | 9,187 | $290.5K | 0.1% | +1,747+23.5% | Added | – |
| COPConocoPhillips | Stock | 2,992 | $283.0K | 0.1% | +23+0.8% | Added | History |
| ABTAbbott Laboratories | Stock | 2,057 | $275.5K | 0.1% | +10.0% | Added | History |
| ORCLOracle Corp | Stock | 974 | $273.9K | 0.1% | −12−1.2% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 15,818 | $267.3K | 0.1% | +295+1.9% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,022 | $266.3K | 0.1% | +9+0.2% | Added | – |
| WPCW. P. Carey Inc. | COM | 3,856 | $260.6K | 0.1% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 952 | $258.9K | 0.1% | +952 | New | History |
Options (1)
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 | – | $102.1M |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 12,150 | $342.3K | 0.2% | – |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 21,559 | $329.0K | 0.2% | History |
| TPLTexas Pacific Land Corp | Stock | 208 | $219.7K | 0.1% | History |
| IBMInternational Business Machines Corp | Stock | 690 | $203.4K | 0.1% | History |