Insight Wealth Partners

Insight Wealth Partners as of Dec. 31, 2025

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