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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 78.18% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$24M), LQD, FBND, JBND, UITB, GTO, TIP, HYG, TBG, FALN.
Started 11 new stock positions in GDX, ZSEP, AOA, ZAUG, XTOC, DDFL, BP, DASH, CVNA, VIDI. VCIT.
Reduced shares in these 10 stocks: SPY (-$18M), SPXL, JPST, JAJL, KBDC, TPL, IBM, ACN, GLD, LLY.
Sold out of its positions in JAJL, IBM, KBDC, TPL.
Insight Wealth Partners was a net buyer of stock by $17M.
Insight Wealth Partners has $704M in assets under management (AUM), dropping by 173.88%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 114 positions in its portfolio as reported in the September 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)	68.0	$479M	-3%	718k	666.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.3	$24M	NEW	279k	84.11	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	3.1	$22M	-12%	101k	211.90	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.9	$14M	+13%	122k	111.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.9	$13M	-15%	261k	50.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$11M	+17%	227k	46.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$6.5M		89k	72.77	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$6.2M	+21%	115k	54.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$6.1M	+16%	54k	111.22	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.9	$6.0M	+22%	127k	47.52	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.8	$5.9M	+21%	125k	47.51	View chart
NVIDIA Corporation (NVDA)	0.8	$5.4M		29k	186.58	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$5.1M	+18%	62k	81.19	View chart
Ishares Tr Faln Angls Usd (FALN)	0.6	$4.3M	+16%	156k	27.78	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.6	$4.1M	+5%	195k	21.10	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$4.0M	+12%	42k	95.19	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.4M	+19%	32k	106.49	View chart
Ishares Tr Cmbs Etf (CMBS)	0.4	$3.1M	+18%	63k	49.07	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.4	$3.1M		51k	60.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$3.0M	+22%	32k	93.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.6M	+25%	33k	79.93	View chart
Apple (AAPL)	0.4	$2.6M		10k	254.63	View chart
Broadcom (AVGO)	0.4	$2.5M	+2%	7.7k	329.90	View chart
Amazon (AMZN)	0.3	$2.3M		11k	219.57	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.3	$2.3M	+2%	26k	87.96	View chart
Uscf Etf Tr Midstream Energy (UMI)	0.3	$2.3M	+6%	45k	51.35	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$2.3M		104k	21.92	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$2.2M		74k	29.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$2.2M		8.0k	271.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.0M	+3%	22k	89.03	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$1.8M	+5%	61k	30.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.8M	+3%	18k	99.53	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.5M	+9%	16k	96.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.5M	-9%	4.2k	355.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.5M	+12%	26k	57.47	View chart
Diamondback Energy (FANG)	0.2	$1.4M		9.5k	143.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.4M	+3%	43k	31.91	View chart
Ea Series Trust Tbg Dividend Foc (TBG)	0.2	$1.3M	+102%	39k	33.07	View chart
Microsoft Corporation (MSFT)	0.2	$1.3M		2.5k	517.95	View chart
Cisco Systems (CSCO)	0.2	$1.2M		17k	68.42	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.2M	+24%	25k	46.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	+6%	9.9k	112.75	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$1.1M		11k	100.04	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.2	$1.1M	+3%	94k	11.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.0M	+3%	37k	27.30	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$998k	-2%	20k	49.83	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$972k	+23%	14k	67.44	View chart
Tesla Motors (TSLA)	0.1	$969k	-2%	2.2k	444.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$948k		5.7k	167.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$939k	+59%	5.1k	182.42	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$931k		45k	20.57	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$924k	+162%	29k	31.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$920k		47k	19.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$907k		4.9k	183.73	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$902k	+8%	8.2k	110.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$883k	-4%	45k	19.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$845k	+13%	2.7k	315.44	View chart
Meta Platforms Cl A (META)	0.1	$839k		1.1k	734.41	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$812k	+37%	17k	46.71	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$809k	+28%	25k	32.82	View chart
Home Depot (HD)	0.1	$806k	-2%	2.0k	405.20	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$799k	+20%	15k	52.82	View chart
Paccar (PCAR)	0.1	$766k		7.8k	98.32	View chart
Abbvie (ABBV)	0.1	$742k		3.2k	231.54	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$713k	+6%	5.1k	139.17	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$656k		4.3k	150.86	View chart
Nasdaq Omx (NDAQ)	0.1	$619k		7.0k	88.45	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$580k		25k	23.41	View chart
Ford Motor Company (F)	0.1	$566k		47k	11.96	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$554k	+4%	29k	18.81	View chart
Ecolab (ECL)	0.1	$490k	-4%	1.8k	273.86	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$481k	-3%	11k	44.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$465k		694.00	669.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$431k	-28%	1.7k	246.60	View chart
Evercore Class A (EVR)	0.1	$423k	+2%	1.3k	337.32	View chart
Chevron Corporation (CVX)	0.1	$418k	-3%	2.7k	155.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$413k	-2%	4.1k	100.25	View chart
Colgate-Palmolive Company (CL)	0.1	$382k		4.8k	79.94	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$378k		9.4k	40.16	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.1	$368k	+40%	12k	30.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$356k	-5%	5.2k	68.08	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$348k	+32%	8.0k	43.30	View chart
Servicenow (NOW)	0.0	$339k	+2%	368.00	920.28	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$328k	NEW	4.3k	76.40	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$320k		14k	22.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$317k	+24%	3.8k	82.96	View chart
Pepsi (PEP)	0.0	$316k		2.3k	140.44	View chart
Texas Roadhouse (TXRH)	0.0	$308k		1.9k	166.15	View chart
Carvana Cl A (CVNA)	0.0	$303k	NEW	804.00	377.24	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$295k	NEW	11k	26.49	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.0	$293k	NEW	11k	26.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$292k		1.2k	243.12	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$291k	+23%	9.2k	31.62	View chart
ConocoPhillips (COP)	0.0	$283k		3.0k	94.58	View chart
Abbott Laboratories (ABT)	0.0	$276k		2.1k	133.94	View chart
Oracle Corporation (ORCL)	0.0	$274k		974.00	281.24	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$267k		16k	16.90	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$266k		5.0k	53.03	View chart
Wp Carey (WPC)	0.0	$261k		3.9k	67.57	View chart
Doordash Cl A (DASH)	0.0	$259k	NEW	952.00	271.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$255k	-15%	3.4k	74.37	View chart
Costco Wholesale Corporation (COST)	0.0	$249k	-4%	269.00	925.63	View chart
Enterprise Products Partners (EPD)	0.0	$241k	+17%	7.7k	31.27	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	0.0	$231k	NEW	7.1k	32.62	View chart
Deere & Company (DE)	0.0	$226k		495.00	457.26	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$224k	NEW	11k	20.20	View chart
Eli Lilly & Co. (LLY)	0.0	$224k	-24%	294.00	761.78	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$223k		3.5k	64.38	View chart
Coca-Cola Company (KO)	0.0	$223k		3.4k	66.32	View chart
BP Sponsored Adr (BP)	0.0	$221k	NEW	6.4k	34.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$220k		437.00	502.74	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$211k	NEW	2.4k	88.12	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.0	$204k	NEW	6.4k	32.09	View chart
Unisys Corp Com New (UIS)	0.0	$144k		37k	3.90	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 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
Insight Wealth Partners 2021 Q2 filed July 14, 2021

View all past filings

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