Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 114
- 0 vs. Q3 2025
- Portfolio value
- $240.3M
- +$14.1M (+6.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 275,950 | $23.1M | 9.6% | −3,115−1.1% | Reduced | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 99,158 | $21.9M | 9.1% | −2,259−2.2% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 135,050 | $14.9M | 6.2% | +13,284+10.9% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 268,202 | $13.6M | 5.6% | +7,220+2.8% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 237,809 | $10.9M | 4.6% | +11,038+4.9% | Added | – |
| IAUiShares Gold Trust | ETF | 91,789 | $7.45M | 3.1% | +2,546+2.9% | Added | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 122,056 | $6.60M | 2.7% | +7,095+6.2% | Added | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 135,743 | $6.43M | 2.7% | +9,027+7.1% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 57,225 | $6.29M | 2.6% | +2,782+5.1% | Added | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 132,028 | $6.26M | 2.6% | +7,424+6.0% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 68,284 | $5.51M | 2.3% | +5,911+9.5% | Added | – |
| NVDANVIDIA Corp | Stock | 27,268 | $5.09M | 2.1% | −1,463−5.1% | Reduced | History |
| iShares Tr46435G474 | FALN ANGLS USD | 174,199 | $4.76M | 2.0% | +18,343+11.8% | Added | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 220,590 | $4.61M | 1.9% | +25,707+13.2% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 45,131 | $4.35M | 1.8% | +3,460+8.3% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 33,015 | $3.54M | 1.5% | +1,435+4.5% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 35,139 | $3.38M | 1.4% | +35,139 | New | – |
| iShares Tr46429B366 | CMBS ETF | 66,397 | $3.26M | 1.4% | +3,106+4.9% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 33,750 | $3.14M | 1.3% | +1,868+5.9% | Added | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 50,193 | $3.13M | 1.3% | −733−1.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 7,670 | $2.65M | 1.1% | +30.0% | Added | History |
| AAPLApple Inc. | Stock | 9,746 | $2.65M | 1.1% | −346−3.4% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,436 | $2.59M | 1.1% | −178−0.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 10,715 | $2.47M | 1.0% | +51+0.5% | Added | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 73,374 | $2.42M | 1.0% | −691−0.9% | Reduced | History |
| Uscf ETF Tr90290T882 | MIDS ENE INC ETF | 49,112 | $2.41M | 1.0% | +4,393+9.8% | Added | – |
| iShares Tr46436E494 | BBB RATED CORP | 27,405 | $2.39M | 1.0% | +1,112+4.2% | Added | – |
| iShares Semiconductor ETF464287523 | ETF | 7,718 | $2.32M | 1.0% | −290−3.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 103,724 | $2.28M | 1.0% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,053 | $2.07M | 0.9% | +36+0.2% | Added | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 62,450 | $1.87M | 0.8% | +1,298+2.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,734 | $1.86M | 0.8% | +1,345+96.8% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,825 | $1.82M | 0.8% | +26+0.1% | Added | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 54,095 | $1.81M | 0.8% | +14,738+37.4% | Added | – |
| GLDSPDR Gold Trust | ETF | 4,268 | $1.69M | 0.7% | +58+1.4% | Added | History |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 16,137 | $1.59M | 0.7% | +357+2.3% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 25,342 | $1.52M | 0.6% | −519−2.0% | Reduced | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $1.43M | 0.6% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 40,755 | $1.33M | 0.6% | −1,812−4.3% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 16,432 | $1.27M | 0.5% | −847−4.9% | Reduced | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 24,742 | $1.19M | 0.5% | −259−1.0% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,359 | $1.14M | 0.5% | −139−5.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,557 | $1.11M | 0.5% | +2,356+196.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 9,176 | $1.10M | 0.5% | −753−7.6% | Reduced | History |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 94,848 | $1.05M | 0.4% | +461+0.5% | Added | History |
| RTXRTX Corp | Stock | 5,667 | $1.04M | 0.4% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,823 | $1.04M | 0.4% | +536+1.4% | Added | – |
| iShares Tr46438G570 | TOP 20 U S ETF | 33,189 | $1.04M | 0.4% | +21,108+174.7% | Added | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 14,504 | $1.03M | 0.4% | +88+0.6% | Added | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,986 | $998.9K | 0.4% | −767−7.1% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,170 | $975.9K | 0.4% | −8−0.4% | Reduced | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,632 | $973.6K | 0.4% | −391−2.0% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 5,223 | $928.4K | 0.4% | +77+1.5% | Added | History |
| Direxion Shs ETF Tr25459Y165 | DLY S&P500 2XS | 4,986 | $917.9K | 0.4% | +4,986 | New | – |
| CVNACarvana Co. | CL A | 2,165 | $913.7K | 0.4% | +1,361+169.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,814 | $906.7K | 0.4% | +134+5.0% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 44,013 | $906.7K | 0.4% | −1,223−2.7% | Reduced | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 19,859 | $877.2K | 0.4% | +8,999+82.9% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 18,706 | $870.6K | 0.4% | +1,331+7.7% | Added | – |
| PCARPaccar Inc | COM | 7,799 | $854.0K | 0.4% | +12+0.2% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 5,254 | $851.2K | 0.4% | +907+20.9% | Added | History |
| RKLBRocket Lab Corp | COM | 11,949 | $833.6K | 0.3% | +11,949 | New | History |
| TXNTexas Instruments Inc | Stock | 4,682 | $812.3K | 0.3% | −257−5.2% | Reduced | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,286 | $802.6K | 0.3% | −877−10.7% | Reduced | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,175 | $786.9K | 0.3% | +4,888+114.0% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,032 | $778.9K | 0.3% | −90−1.8% | Reduced | – |
| iShares Tr46435U713 | US INFRASTRUC | 14,700 | $773.5K | 0.3% | −429−2.8% | Reduced | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 23,136 | $753.5K | 0.3% | −5,854−20.2% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,086 | $716.9K | 0.3% | −57−5.0% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 11,657 | $713.6K | 0.3% | +11,657 | New | History |
| ABBVAbbVie Inc. | Stock | 2,713 | $619.9K | 0.3% | −493−15.4% | Reduced | History |
| FFord Motor Co | Stock | 47,016 | $616.9K | 0.3% | −300−0.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 29,535 | $583.0K | 0.2% | −15,240−34.0% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 28,607 | $538.8K | 0.2% | −819−2.8% | Reduced | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 14,433 | $483.6K | 0.2% | −10,229−41.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $475.3K | 0.2% | 00.0% | Unchanged | – |
| ECLEcolab Inc. | Stock | 1,764 | $463.1K | 0.2% | −25−1.4% | Reduced | History |
| EVREvercore Inc. | CLASS A | 1,254 | $426.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,120 | $411.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $377.3K | 0.2% | 00.0% | Unchanged | – |
| KEKimball Electronics, Inc. | Stock | 13,259 | $368.9K | 0.2% | +13,259 | New | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,229 | $363.0K | 0.2% | 00.0% | Unchanged | – |
| CALYCallaway Golf Co | COM | 30,165 | $352.0K | 0.1% | +30,165 | New | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 17,870 | $349.8K | 0.1% | −29,184−62.0% | Reduced | – |
| LLYEli Lilly & Co | Stock | 307 | $329.8K | 0.1% | +13+4.4% | Added | History |
| PEPPepsiCo Inc | Stock | 2,262 | $324.6K | 0.1% | +9+0.4% | Added | History |
| CVXChevron Corp | Stock | 2,111 | $321.8K | 0.1% | −578−21.5% | Reduced | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 7,431 | $318.6K | 0.1% | −614−7.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 12,786 | $298.4K | 0.1% | −12,011−48.4% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,506 | $290.4K | 0.1% | −313−8.2% | Reduced | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,187 | $284.4K | 0.1% | 00.0% | Unchanged | – |
| COPConocoPhillips | Stock | 3,020 | $282.7K | 0.1% | +28+0.9% | Added | History |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 10,484 | $280.8K | 0.1% | −648−5.8% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 15,818 | $267.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,016 | $265.2K | 0.1% | −6−0.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 2,117 | $265.2K | 0.1% | +60+2.9% | Added | History |
| APPAppLovin Corp | COM CL A | 392 | $264.1K | 0.1% | +392 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 2,316 | $261.9K | 0.1% | +2,316 | New | History |
| EPDEnterprise Products Partners L.P. | Stock | 8,164 | $261.7K | 0.1% | +450+5.8% | Added | History |
| WPCW. P. Carey Inc. | COM | 3,870 | $249.1K | 0.1% | +14+0.4% | Added | 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 | – | $489.3M |
Sold out since Q3 2025 (12)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 1,990 | $806.3K | 0.4% | History |
| NDAQNasdaq, Inc. | COM | 6,999 | $619.1K | 0.3% | History |
| ACNAccenture plc | Stock | 1,746 | $430.6K | 0.2% | History |
| NOWServiceNow, Inc. | Stock | 368 | $338.7K | 0.1% | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,855 | $308.2K | 0.1% | History |
| Innovator ETFs Trust45783Y111 | EQUI DEFI 1 AUG | 11,082 | $293.2K | 0.1% | – |
| ORCLOracle Corp | Stock | 974 | $273.9K | 0.1% | History |
| DASHDoorDash, Inc. | Stock | 952 | $258.9K | 0.1% | History |
| Innovator ETFs Tr45783Y830 | US EQTY ACCELRTD | 7,090 | $231.3K | 0.1% | – |
| Innovator ETFs Trust45784N536 | EQUITY DUAL DIRT | 11,110 | $224.4K | 0.1% | – |
| BPBP PLC | ADR | 6,410 | $220.9K | 0.1% | History |
| BRK.BBerkshire Hathaway Inc | Stock | 437 | $219.7K | 0.1% | History |