Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Insight Wealth Partners

Latest statistics and disclosures from Insight Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VCIT, SPXL, LQD, JPST, and represent 77.38% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IEF, LQD, SPY, SPUU, RKLB, GOOGL, BROS, TOPT, CVNA, IG.
Started 12 new stock positions in QBTS, RKLB, CALY, KE, IWM, HOOD, BROS, SPUU, IBM, GOOG. APP, IEF.
Reduced shares in these 10 stocks: HD, NDAQ, BSCQ, SPXL, , BALT, , TXRH, BSCR, ZAUG.
Sold out of its positions in BP, BRK.B, DASH, HD, ZAUG, XTOC, DDFL, NDAQ, ORCL, NOW. TXRH, ACN.
Insight Wealth Partners was a net buyer of stock by $11M.
Insight Wealth Partners has $730M in assets under management (AUM), dropping by 3.66%.
Central Index Key (CIK): 0001627003

Tip: Access up to 7 years of quarterly data

Positions held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 114 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	67.3	$491M		720k	681.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.2	$23M		276k	83.75	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	3.0	$22M	-2%	99k	220.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.0	$15M	+10%	135k	110.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.9	$14M	+2%	268k	50.59	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$11M	+4%	238k	46.04	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$7.5M	+2%	92k	81.17	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$6.6M	+6%	122k	54.07	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.9	$6.4M	+7%	136k	47.35	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$6.3M	+5%	57k	109.91	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$6.3M	+5%	132k	47.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.8	$5.5M	+9%	68k	80.63	View chart
NVIDIA Corporation (NVDA)	0.7	$5.1M	-5%	27k	186.50	View chart
Ishares Tr Faln Angls Usd (FALN)	0.7	$4.8M	+11%	174k	27.30	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.6	$4.6M	+13%	221k	20.89	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$4.3M	+8%	45k	96.28	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.5M	+4%	33k	107.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$3.4M	NEW	35k	96.16	View chart
Ishares Tr Cmbs Etf (CMBS)	0.4	$3.3M	+4%	66k	49.08	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$3.1M	+5%	34k	93.08	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.4	$3.1M		50k	62.45	View chart
Broadcom (AVGO)	0.4	$2.7M		7.7k	346.11	View chart
Apple (AAPL)	0.4	$2.6M	-3%	9.7k	271.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.6M		32k	79.73	View chart
Amazon (AMZN)	0.3	$2.5M		11k	230.82	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$2.4M		73k	33.02	View chart
Uscf Etf Tr Midstream Energy (UMI)	0.3	$2.4M	+9%	49k	49.08	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.3	$2.4M	+4%	27k	87.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$2.3M	-3%	7.7k	301.15	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$2.3M		104k	22.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.1M		22k	93.97	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$1.9M	+2%	63k	29.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.8M		18k	101.98	View chart
Ea Series Trust Tbg Dividend Foc (TBG)	0.2	$1.8M	+37%	54k	33.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.7M		4.3k	396.31	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.6M	+2%	16k	98.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.5M	-2%	25k	60.17	View chart
Diamondback Energy (FANG)	0.2	$1.4M		9.5k	150.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.3M	-4%	41k	32.62	View chart
Cisco Systems (CSCO)	0.2	$1.3M	-4%	16k	77.03	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.2M		25k	48.11	View chart
Microsoft Corporation (MSFT)	0.2	$1.1M	-5%	2.4k	483.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M	+196%	3.6k	313.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	-7%	9.2k	120.35	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.1	$1.0M		95k	11.03	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M		5.7k	183.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.0M		38k	27.43	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.1	$1.0M	+174%	33k	31.23	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$1.0M		15k	71.23	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$999k	-7%	10k	100.03	View chart
Tesla Motors (TSLA)	0.1	$976k		2.2k	449.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$974k		20k	49.59	View chart
Palantir Technologies Cl A (PLTR)	0.1	$928k		5.2k	177.75	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.1	$918k	NEW	5.0k	184.10	View chart
Carvana Cl A (CVNA)	0.1	$914k	+169%	2.2k	422.02	View chart
JPMorgan Chase & Co. (JPM)	0.1	$907k	+5%	2.8k	322.22	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$907k	-2%	44k	20.60	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$877k	+82%	20k	44.17	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$871k	+7%	19k	46.54	View chart
Paccar (PCAR)	0.1	$854k		7.8k	109.50	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$851k	+20%	5.3k	162.01	View chart
Rocket Lab Corp (RKLB)	0.1	$834k	NEW	12k	69.76	View chart
Texas Instruments Incorporated (TXN)	0.1	$812k	-5%	4.7k	173.49	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$803k	-10%	7.3k	110.15	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$787k	+114%	9.2k	85.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$779k		5.0k	154.79	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$774k	-2%	15k	52.62	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$754k	-20%	23k	32.57	View chart
Meta Platforms Cl A (META)	0.1	$717k	-4%	1.1k	660.12	View chart
Dutch Bros Cl A (BROS)	0.1	$714k	NEW	12k	61.22	View chart
Abbvie (ABBV)	0.1	$620k	-15%	2.7k	228.49	View chart
Ford Motor Company (F)	0.1	$617k		47k	13.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$583k	-34%	30k	19.74	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$539k	-2%	29k	18.84	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$484k	-41%	14k	33.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$475k		694.00	684.94	View chart
Ecolab (ECL)	0.1	$463k		1.8k	262.52	View chart
Evercore Class A (EVR)	0.1	$427k		1.3k	340.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$412k		4.1k	99.88	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$377k		9.4k	40.13	View chart
Kimball Electronics (KE)	0.1	$369k	NEW	13k	27.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$363k		5.2k	69.42	View chart
Callaway Golf Company (CALY)	0.0	$352k	NEW	30k	11.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$350k	-62%	18k	19.57	View chart
Eli Lilly & Co. (LLY)	0.0	$330k	+4%	307.00	1074.37	View chart
Pepsi (PEP)	0.0	$325k		2.3k	143.52	View chart
Chevron Corporation (CVX)	0.0	$322k	-21%	2.1k	152.42	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$319k	-7%	7.4k	42.87	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$298k	-48%	13k	23.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$290k	-8%	3.5k	82.82	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$284k		9.2k	30.96	View chart
ConocoPhillips (COP)	0.0	$283k		3.0k	93.61	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$281k	-5%	11k	26.78	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$268k		16k	16.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$265k		5.0k	52.88	View chart
Abbott Laboratories (ABT)	0.0	$265k	+2%	2.1k	125.29	View chart
Applovin Corp Com Cl A (APP)	0.0	$264k	NEW	392.00	673.82	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$262k	NEW	2.3k	113.10	View chart
Enterprise Products Partners (EPD)	0.0	$262k	+5%	8.2k	32.06	View chart
Wp Carey (WPC)	0.0	$249k		3.9k	64.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$248k	-22%	11k	22.61	View chart
Coca-Cola Company (KO)	0.0	$241k	+2%	3.4k	69.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$241k	-5%	3.2k	74.06	View chart
D-wave Quantum (QBTS)	0.0	$241k	NEW	9.2k	26.15	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$237k	+10%	2.6k	89.57	View chart
Colgate-Palmolive Company (CL)	0.0	$225k	-40%	2.9k	79.02	View chart
Costco Wholesale Corporation (COST)	0.0	$223k	-4%	258.00	862.34	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$220k	-2%	3.4k	65.01	View chart
Deere & Company (DE)	0.0	$218k	-5%	468.00	465.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$218k	NEW	885.00	246.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$218k	NEW	693.00	313.94	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.0	$208k	-3%	6.2k	33.71	View chart
International Business Machines (IBM)	0.0	$203k	NEW	685.00	296.21	View chart
Unisys Corp Com New (UIS)	0.0	$91k	-10%	33k	2.76	View chart

Past Filings by Insight Wealth Partners

SEC 13F filings are viewable for Insight Wealth Partners going back to 2019

Insight Wealth Partners 2025 Q4 filed Feb. 17, 2026
Insight Wealth Partners 2025 Q3 filed Nov. 12, 2025
Insight Wealth Partners 2025 Q2 filed July 31, 2025
Insight Wealth Partners 2024 Q4 filed Feb. 14, 2025
Insight Wealth Partners 2024 Q3 filed Nov. 13, 2024
Insight Wealth Partners 2024 Q2 filed July 18, 2024
Insight Wealth Partners 2024 Q1 filed May 10, 2024
Insight Wealth Partners 2023 Q3 filed Oct. 30, 2023
Insight Wealth Partners 2023 Q2 filed Aug. 11, 2023
Insight Wealth Partners 2023 Q1 filed May 12, 2023
Insight Wealth Partners 2022 Q4 filed Feb. 1, 2023
Insight Wealth Partners 2022 Q3 filed Dec. 1, 2022
Insight Wealth Partners 2022 Q2 filed July 13, 2022
Insight Wealth Partners 2022 Q1 filed May 2, 2022
Insight Wealth Partners 2021 Q4 filed Feb. 4, 2022
Insight Wealth Partners 2021 Q3 filed Nov. 5, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z