Insight Wealth Partners, LLC

CIK 0001627003 • 6 13F filings • May 15, 2025 – Aug 6, 2026

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Filer information

Filed by: Insight Wealth Partners, LLC, Authorized Signer
Address: 3333 Premier Drive, Suite 800, Plano, TX, 75023
Phone: 310-275-7300
AUM: $729.7M

AUM over time

$744.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $729.7M114 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$265K	0.0%Prev: 0.1%	2,117 SH	Decreased+60 SH
ABBVIE INC	COM	$620K	0.1%Prev: 0.2%	2,713 SH	Decreased-493 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.2%Prev: 0.1%	3,557 SH	Increased+2,356 SH
ALPHABET INC	CAP STK CL C	$218K	0.0%	693 SH	New
AMAZON COM INC	COM	$2.5M	0.3%Prev: 0.7%	10,715 SH	Increased+51 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.0M	0.1%Prev: 0.3%	14,504 SH	Increased+88 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.1M	0.3%Prev: 0.6%	22,053 SH	Increased+36 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.8M	0.2%Prev: 0.5%	17,825 SH	Increased+26 SH
APPLE INC	COM	$2.6M	0.4%Prev: 0.8%	9,746 SH	Increased-346 SH
APPLOVIN CORP	COM CL A	$264K	0.0%	392 SH	New
BROADCOM INC	COM	$2.7M	0.4%Prev: 0.8%	7,670 SH	Increased+3 SH
CAPITOL SER TR	FAIRLEAD TACTICA	$1.9M	0.3%Prev: 0.6%	62,450 SH	Increased+1,298 SH
CARVANA CO	CL A	$914K	0.1%Prev: 0.1%	2,165 SH	Increased+1,361 SH
CHEVRON CORP NEW	COM	$322K	0.0%Prev: 0.1%	2,111 SH	Decreased-578 SH
CISCO SYS INC	COM	$1.3M	0.2%Prev: 0.4%	16,432 SH	Increased-847 SH
COCA COLA CO	COM	$241K	0.0%Prev: 0.1%	3,448 SH	Increased+93 SH
COLGATE PALMOLIVE CO	COM	$225K	0.0%Prev: 0.1%	2,853 SH	Decreased-1,924 SH
CONOCOPHILLIPS	COM	$283K	0.0%Prev: 0.1%	3,020 SH	Decreased+28 SH
COSTCO WHSL CORP NEW	COM	$222K	0.0%Prev: 0.1%	258 SH	Decreased-11 SH
D-WAVE QUANTUM INC	COM	$240K	0.0%	9,196 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.2M	0.2%Prev: 0.4%	24,742 SH	Increased-259 SH
DBX ETF TR	XTRACKRS S&P 500	$3.1M	0.4%Prev: 0.9%	50,193 SH	Increased-733 SH
DEERE & CO	COM	$218K	0.0%Prev: 0.1%	468 SH	Decreased-27 SH
DIAMONDBACK ENERGY INC	COM	$1.4M	0.2%Prev: 0.4%	9,536 SH	Increased
DIREXION SHS ETF TR	DLY S&P500 2XS	$918K	0.1%	4,986 SH	New
DIREXION SHS ETF TR	DRX S&P500BULL	$21.9M	3.0%Prev: 6.5%	99,158 SH	Increased-2,259 SH
DUTCH BROS INC	CL A	$714K	0.1%	11,657 SH	New
EA SERIES TRUST	TBG DIVIDEND FOC	$1.8M	0.2%Prev: 0.4%	54,095 SH	Increased+14,738 SH
ECOLAB INC	COM	$463K	0.1%Prev: 0.1%	1,764 SH	Decreased-25 SH
ELI LILLY & CO	COM	$330K	0.0%Prev: 0.1%	307 SH	Increased+13 SH
ENTERPRISE PRODS PARTNERS L	COM	$262K	0.0%Prev: 0.1%	8,164 SH	Increased+450 SH
ETF SER SOLUTIONS	CLEARSHS ULTRA	$999K	0.1%Prev: 0.3%	9,986 SH	Decreased-767 SH
ETF SER SOLUTIONS	VIDENT INTERNATI	$208K	0.0%Prev: 0.1%	6,168 SH	Increased-198 SH
ETF SER SOLUTIONS	VIDENT US BOND	$877K	0.1%Prev: 0.1%	19,859 SH	Increased+8,999 SH
EVERCORE INC	CLASS A	$427K	0.1%Prev: 0.1%	1,254 SH	Increased
EXXON MOBIL CORP	COM	$1.1M	0.2%Prev: 0.3%	9,176 SH	Decreased-753 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$10.9M	1.5%Prev: 3.2%	237,809 SH	Increased+11,038 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.6M	0.2%Prev: 0.5%	16,137 SH	Increased+357 SH
FORD MTR CO	COM	$617K	0.1%Prev: 0.2%	47,016 SH	Increased-300 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$484K	0.1%Prev: 0.2%	14,433 SH	Decreased-10,229 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$281K	0.0%Prev: 0.2%	10,484 SH	Decreased-11,730 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$754K	0.1%Prev: 0.3%	23,136 SH	Decreased-5,854 SH
INTERNATIONAL BUSINESS MACHS	COM	$203K	0.0%	685 SH	New
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$6.3M	0.9%Prev: 1.8%	132,028 SH	Increased+7,424 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$248K	0.0%Prev: 0.1%	10,972 SH	Decreased-3,101 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$539K	0.1%Prev: 0.2%	28,607 SH	Decreased-819 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$350K	0.0%Prev: 0.3%	17,870 SH	Decreased-29,184 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$583K	0.1%Prev: 0.3%	29,535 SH	Decreased-15,240 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.3M	0.3%Prev: 0.7%	103,724 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$268K	0.0%Prev: 0.1%	15,818 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$298K	0.0%Prev: 0.2%	12,786 SH	Decreased-12,011 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$907K	0.1%Prev: 0.3%	44,013 SH	Decreased-1,223 SH
ISHARES GOLD TR	ISHARES NEW	$7.5M	1.0%Prev: 2.0%	91,789 SH	Increased+2,546 SH
ISHARES TR	0-5YR HI YL CP	$319K	0.0%Prev: 0.1%	7,431 SH	Decreased-614 SH
ISHARES TR	1 3 YR TREAS BD	$290K	0.0%Prev: 0.1%	3,506 SH	Decreased-313 SH
ISHARES TR	7-10 YR TRSY BD	$3.4M	0.5%	35,139 SH	New
ISHARES TR	BBB RATED CORP	$2.4M	0.3%Prev: 0.7%	27,405 SH	Increased+1,112 SH
ISHARES TR	CMBS ETF	$3.3M	0.4%Prev: 0.9%	66,397 SH	Increased+3,106 SH
ISHARES TR	CORE 30/70 CONSE	$377K	0.1%Prev: 0.1%	9,401 SH	Decreased
ISHARES TR	CORE 60/40 BALAN	$220K	0.0%Prev: 0.1%	3,387 SH	Decreased-80 SH
ISHARES TR	CORE 80/20 AGGRE	$237K	0.0%Prev: 0.1%	2,645 SH	Increased+255 SH
ISHARES TR	CORE DIV GRWTH	$363K	0.0%Prev: 0.1%	5,229 SH	Increased
ISHARES TR	CORE S&P500 ETF	$475K	0.1%Prev: 0.1%	694 SH	Increased
ISHARES TR	CORE UNIVRSL USD	$871K	0.1%	18,706 SH	New
ISHARES TR	CORE US AGGBD ET	$412K	0.1%Prev: 0.1%	4,120 SH	Decreased
ISHARES TR	FALN ANGLS USD	$4.8M	0.7%Prev: 1.3%	174,199 SH	Increased+18,343 SH
ISHARES TR	IBOXX HI YD ETF	$5.5M	0.8%Prev: 1.5%	68,284 SH	Increased+5,911 SH
ISHARES TR	IBOXX INV CP ETF	$14.9M	2.0%Prev: 4.1%	135,050 SH	Increased+13,284 SH
ISHARES TR	ISHARES SEMICDTR	$2.3M	0.3%Prev: 0.7%	7,718 SH	Increased-290 SH
ISHARES TR	ISHS 1-5YR INVS	$265K	0.0%Prev: 0.1%	5,016 SH	Decreased-6 SH
ISHARES TR	JPMORGAN USD EMG	$4.3M	0.6%Prev: 1.2%	45,131 SH	Increased+3,460 SH
ISHARES TR	NATIONAL MUN ETF	$3.5M	0.5%Prev: 1.0%	33,015 SH	Increased+1,435 SH
ISHARES TR	PFD AND INCM SEC	$284K	0.0%Prev: 0.1%	9,187 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$218K	0.0%	885 SH	New
ISHARES TR	TIPS BD ETF	$6.3M	0.9%Prev: 1.8%	57,225 SH	Increased+2,782 SH
ISHARES TR	TOP 20 U S STOCK	$1.0M	0.1%Prev: 0.1%	33,189 SH	Increased+21,108 SH
ISHARES TR	TRUST ISHARE 0-1	$803K	0.1%	7,286 SH	New
ISHARES TR	US INFRASTRUC	$774K	0.1%Prev: 0.2%	14,700 SH	Decreased-429 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$6.6M	0.9%Prev: 1.9%	122,056 SH	Increased+7,095 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.6M	1.9%Prev: 4.0%	268,202 SH	Increased+7,220 SH
JPMORGAN CHASE & CO.	COM	$907K	0.1%Prev: 0.3%	2,814 SH	Increased+134 SH
KIMBALL ELECTRONICS INC	COM	$369K	0.1%	13,259 SH	New
META PLATFORMS INC	CL A	$717K	0.1%Prev: 0.3%	1,086 SH	Decreased-57 SH
MICROSOFT CORP	COM	$1.1M	0.2%Prev: 0.4%	2,359 SH	Decreased-139 SH
NVIDIA CORPORATION	COM	$5.1M	0.7%Prev: 1.6%	27,268 SH	Decreased-1,463 SH
PACCAR INC	COM	$854K	0.1%Prev: 0.2%	7,799 SH	Increased+12 SH
PACER FDS TR	US CASH COWS 100	$1.5M	0.2%Prev: 0.5%	25,342 SH	Increased-519 SH
PALANTIR TECHNOLOGIES INC	CL A	$928K	0.1%Prev: 0.3%	5,223 SH	Decreased+77 SH
PEPSICO INC	COM	$325K	0.0%Prev: 0.1%	2,262 SH	Increased+9 SH
PGIM ETF TR	PGIM ULTRA SH BD	$974K	0.1%Prev: 0.3%	19,632 SH	Decreased-391 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.1M	0.4%Prev: 0.9%	33,750 SH	Increased+1,868 SH
PRINCIPAL EXCHANGE TRADED FD	PRNC INVT GRAD	$4.6M	0.6%Prev: 1.3%	220,590 SH	Increased+25,707 SH
ROBINHOOD MKTS INC	COM CL A	$262K	0.0%	2,316 SH	New
ROCKET LAB CORP	COM	$834K	0.1%	11,949 SH	New
RTX CORPORATION	COM	$1.0M	0.1%Prev: 0.3%	5,667 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.1%Prev: 0.3%	37,823 SH	Increased+536 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	0.2%Prev: 0.4%	40,755 SH	Decreased-1,812 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$779K	0.1%	5,032 SH	New
SPDR GOLD TR	GOLD SHS	$1.7M	0.2%Prev: 0.5%	4,268 SH	Increased+58 SH
SPDR S&P 500 ETF TR	TR UNIT	$491.2M	67.3%Prev: 31.4%	720,334 SH	Increased+2,145 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$2.4M	0.3%Prev: 0.7%	73,374 SH	Increased-691 SH
TESLA INC	COM	$976K	0.1%Prev: 0.3%	2,170 SH	Increased-8 SH
TEXAS INSTRS INC	COM	$812K	0.1%Prev: 0.3%	4,682 SH	Decreased-257 SH
TOPGOLF CALLAWAY BRANDS CORP	COM	$352K	0.0%	30,165 SH	New
UNISYS CORP	COM NEW	$91K	0.0%Prev: 0.0%	32,859 SH	Decreased-4,000 SH
USCF ETF TR	MIDSTREAM ENERGY	$2.4M	0.3%Prev: 0.7%	49,112 SH	Increased+4,393 SH
VANECK ETF TRUST	GOLD MINERS ETF	$787K	0.1%Prev: 0.1%	9,175 SH	Increased+4,888 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$241K	0.0%Prev: 0.1%	3,249 SH	Decreased-186 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$23.1M	3.2%Prev: 7.1%	275,950 SH	Decreased-3,115 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.6M	0.4%Prev: 0.8%	32,436 SH	Decreased-178 SH
VERTIV HOLDINGS CO	COM CL A	$851K	0.1%Prev: 0.2%	5,254 SH	Increased+907 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$6.4M	0.9%Prev: 1.8%	135,743 SH	Increased+9,027 SH
WESTERN ASSET PREMIER BD FD	SHS BEN INT	$1.0M	0.1%Prev: 0.3%	94,848 SH	Decreased+461 SH
WP CAREY INC	COM	$249K	0.0%Prev: 0.1%	3,870 SH	Decreased+14 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $431K
BERKSHIRE HATHAWAY INC DEL — $220K
BP PLC — $221K
DOORDASH INC — $259K
HOME DEPOT INC — $806K
INNOVATOR ETFS TRUST — $224K
INNOVATOR ETFS TRUST — $231K
ISHARES TR — $812K
ISHARES TR — $902K
NASDAQ INC — $619K
ORACLE CORP — $274K
SELECT SECTOR SPDR TR — $713K
SERVICENOW INC — $339K
TEXAS ROADHOUSE INC — $308K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000970	$729.7M	View
Nov 12, 2025	Q3 2025	13F-HR	0001172661-25-004687	$328.3M	View
Aug 6, 2026	Q2 2026