Insight Wealth Partners

Insight Wealth Partners as of Sept. 30, 2025

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