Insight Wealth Partners, LLC

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

Import this data to Google Sheets with:

=jivedata("insight-wealth-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $328.3M113 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$276K	0.1%	2,057 SH	New
ABBVIE INC	COM	$742K	0.2%Prev: 0.1%	3,206 SH	Increased+1,168 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$431K	0.1%	1,746 SH	New
ALPHABET INC	CAP STK CL A	$292K	0.1%Prev: 0.2%	1,201 SH	Decreased-2,233 SH
AMAZON COM INC	COM	$2.3M	0.7%Prev: 0.3%	10,664 SH	Decreased-164 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$972K	0.3%Prev: 0.2%	14,416 SH	Decreased-5,427 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.0M	0.6%Prev: 0.3%	22,017 SH	Decreased-534 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.8M	0.5%Prev: 0.3%	17,799 SH	Decreased-1,585 SH
APPLE INC	COM	$2.6M	0.8%Prev: 0.4%	10,092 SH	Decreased-201 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$220K	0.1%	437 SH	New
BP PLC	SPONSORED ADR	$221K	0.1%	6,410 SH	New
BROADCOM INC	COM	$2.5M	0.8%Prev: 0.4%	7,667 SH	Decreased-999 SH
CAPITOL SER TR	FAIRLEAD TACTICA	$1.8M	0.6%	61,152 SH	New
CARVANA CO	CL A	$303K	0.1%	804 SH	New
CHEVRON CORP NEW	COM	$418K	0.1%	2,689 SH	New
CISCO SYS INC	COM	$1.2M	0.4%Prev: 0.2%	17,279 SH	Decreased+1,740 SH
COCA COLA CO	COM	$222K	0.1%Prev: 0.0%	3,355 SH	Decreased-281 SH
COLGATE PALMOLIVE CO	COM	$382K	0.1%Prev: 0.0%	4,777 SH	Increased+2,338 SH
CONOCOPHILLIPS	COM	$283K	0.1%Prev: 0.0%	2,992 SH	Decreased-58 SH
COSTCO WHSL CORP NEW	COM	$249K	0.1%	269 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.2M	0.4%Prev: 0.3%	25,001 SH	Decreased-9,328 SH
DBX ETF TR	XTRACKRS S&P 500	$3.1M	0.9%Prev: 0.5%	50,926 SH	Decreased-3,089 SH
DEERE & CO	COM	$226K	0.1%Prev: 0.0%	495 SH	Decreased+27 SH
DIAMONDBACK ENERGY INC	COM	$1.4M	0.4%Prev: 0.2%	9,536 SH	Decreased+64 SH
DIREXION SHS ETF TR	DRX S&P500BULL	$21.5M	6.5%	101,417 SH	New
DOORDASH INC	CL A	$259K	0.1%	952 SH	New
EA SERIES TRUST	TBG DIVIDEND FOC	$1.3M	0.4%	39,357 SH	New
ECOLAB INC	COM	$490K	0.1%Prev: 0.1%	1,789 SH	Increased+202 SH
ELI LILLY & CO	COM	$224K	0.1%Prev: 0.0%	294 SH	Decreased+39 SH
ENTERPRISE PRODS PARTNERS L	COM	$241K	0.1%Prev: 0.0%	7,714 SH	Decreased-431 SH
ETF SER SOLUTIONS	CLEARSHS ULTRA	$1.1M	0.3%Prev: 0.1%	10,753 SH	Increased+1,368 SH
ETF SER SOLUTIONS	VIDENT INTERNATI	$204K	0.1%	6,366 SH	New
ETF SER SOLUTIONS	VIDENT US BOND	$481K	0.1%Prev: 0.1%	10,860 SH	Decreased-11,793 SH
EVERCORE INC	CLASS A	$423K	0.1%Prev: 0.1%	1,254 SH	Increased+31 SH
EXXON MOBIL CORP	COM	$1.1M	0.3%Prev: 0.2%	9,929 SH	Decreased-972 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$10.5M	3.2%Prev: 1.2%	226,771 SH	Increased+31,002 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.5M	0.5%Prev: 0.4%	15,780 SH	Decreased-4,278 SH
FORD MTR CO	COM	$566K	0.2%Prev: 1.2%	47,316 SH	Decreased-600,515 SH
HOME DEPOT INC	COM	$806K	0.2%	1,990 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$809K	0.2%	24,662 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$588K	0.2%	22,214 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$224K	0.1%	11,110 SH	New
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$924K	0.3%Prev: 0.2%	28,990 SH	Decreased-16,294 SH
INNOVATOR ETFS TRUST	US EQTY ACCELRTD	$231K	0.1%	7,090 SH	New
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$5.9M	1.8%Prev: 0.7%	124,604 SH	Increased+20,226 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$320K	0.1%Prev: 0.0%	14,073 SH	Increased+3,630 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$554K	0.2%Prev: 0.1%	29,426 SH	Increased-251 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$920K	0.3%Prev: 0.0%	47,054 SH	Increased+30,065 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$883K	0.3%Prev: 0.1%	44,775 SH	Increased+15,242 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.3M	0.7%Prev: 0.3%	103,724 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$267K	0.1%Prev: 0.0%	15,818 SH	Decreased-2,929 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$580K	0.2%Prev: 0.0%	24,797 SH	Increased+12,096 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$931K	0.3%Prev: 0.1%	45,236 SH	Increased+309 SH
ISHARES GOLD TR	ISHARES NEW	$6.5M	2.0%Prev: 0.5%	89,243 SH	Increased+35,891 SH
ISHARES TR	0-5YR HI YL CP	$348K	0.1%Prev: 0.0%	8,045 SH	Increased+3,281 SH
ISHARES TR	1 3 YR TREAS BD	$317K	0.1%Prev: 0.0%	3,819 SH	Increased+1,303 SH
ISHARES TR	BBB RATED CORP	$2.3M	0.7%Prev: 0.4%	26,293 SH	Decreased-3,947 SH
ISHARES TR	CMBS ETF	$3.1M	0.9%Prev: 0.3%	63,291 SH	Increased+10,608 SH
ISHARES TR	CORE 30/70 CONSE	$378K	0.1%	9,401 SH	New
ISHARES TR	CORE 60/40 BALAN	$223K	0.1%	3,467 SH	New
ISHARES TR	CORE 80/20 AGGRE	$211K	0.1%	2,390 SH	New
ISHARES TR	CORE DIV GRWTH	$356K	0.1%Prev: 0.1%	5,229 SH	Decreased-63 SH
ISHARES TR	CORE S&P500 ETF	$464K	0.1%Prev: 0.1%	694 SH	Decreased-553 SH
ISHARES TR	CORE TOTAL USD	$812K	0.2%	17,375 SH	New
ISHARES TR	CORE US AGGBD ET	$413K	0.1%Prev: 0.1%	4,120 SH	Decreased-195 SH
ISHARES TR	FALN ANGLS USD	$4.3M	1.3%Prev: 0.6%	155,856 SH	Increased-1,142 SH
ISHARES TR	IBOXX HI YD ETF	$5.1M	1.5%Prev: 0.6%	62,373 SH	Increased+2,564 SH
ISHARES TR	IBOXX INV CP ETF	$13.6M	4.1%Prev: 1.6%	121,766 SH	Increased+15,240 SH
ISHARES TR	ISHARES SEMICDTR	$2.2M	0.7%Prev: 0.7%	8,008 SH	Decreased-109 SH
ISHARES TR	ISHS 1-5YR INVS	$266K	0.1%Prev: 0.0%	5,022 SH	Increased-50 SH
ISHARES TR	JPMORGAN USD EMG	$4.0M	1.2%Prev: 0.5%	41,671 SH	Increased+5,441 SH
ISHARES TR	NATIONAL MUN ETF	$3.4M	1.0%Prev: 0.4%	31,580 SH	Increased+5,645 SH
ISHARES TR	PFD AND INCM SEC	$290K	0.1%Prev: 0.0%	9,187 SH	Increased+2,152 SH
ISHARES TR	SHORT TREAS BD	$902K	0.3%	8,163 SH	New
ISHARES TR	TIPS BD ETF	$6.1M	1.8%Prev: 0.7%	54,443 SH	Increased+9,594 SH
ISHARES TR	TOP 20 U S STOCK	$368K	0.1%	12,081 SH	New
ISHARES TR	US INFRASTRUC	$799K	0.2%Prev: 0.1%	15,129 SH	Decreased-1,324 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$6.2M	1.9%Prev: 1.0%	114,961 SH	Decreased-21,498 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.2M	4.0%Prev: 1.6%	260,982 SH	Increased+20,903 SH
JPMORGAN CHASE & CO.	COM	$845K	0.3%	2,680 SH	New
META PLATFORMS INC	CL A	$839K	0.3%Prev: 0.1%	1,143 SH	Increased+164 SH
MICROSOFT CORP	COM	$1.3M	0.4%Prev: 0.1%	2,498 SH	Increased+178 SH
NASDAQ INC	COM	$619K	0.2%	6,999 SH	New
NVIDIA CORPORATION	COM	$5.4M	1.6%Prev: 0.8%	28,731 SH	Decreased+231 SH
ORACLE CORP	COM	$274K	0.1%	974 SH	New
PACCAR INC	COM	$766K	0.2%Prev: 0.1%	7,787 SH	Decreased+223 SH
PACER FDS TR	US CASH COWS 100	$1.5M	0.5%Prev: 0.2%	25,861 SH	Increased+7,325 SH
PALANTIR TECHNOLOGIES INC	CL A	$939K	0.3%Prev: 0.1%	5,146 SH	Increased+309 SH
PEPSICO INC	COM	$316K	0.1%Prev: 0.0%	2,253 SH	Increased-28 SH
PGIM ETF TR	PGIM ULTRA SH BD	$998K	0.3%Prev: 0.1%	20,023 SH	Increased+1,049 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.0M	0.9%Prev: 0.3%	31,882 SH	Increased+5,753 SH
PRINCIPAL EXCHANGE TRADED FD	PRNC INVT GRAD	$4.1M	1.3%Prev: 0.7%	194,883 SH	Decreased-61,966 SH
RTX CORPORATION	COM	$948K	0.3%	5,667 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.3%Prev: 0.2%	37,287 SH	Decreased+577 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.4M	0.4%Prev: 0.2%	42,567 SH	Increased+2,964 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$713K	0.2%	5,122 SH	New
SERVICENOW INC	COM	$339K	0.1%	368 SH	New
SPDR GOLD TR	GOLD SHS	$1.5M	0.5%Prev: 0.2%	4,210 SH	Decreased-333 SH
SPDR S&P 500 ETF TR	TR UNIT	$103.0M	31.4%	718,189 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$2.2M	0.7%Prev: 0.2%	74,065 SH	Increased+19,589 SH
TESLA INC	COM	$969K	0.3%Prev: 0.1%	2,178 SH	Decreased-427 SH
TEXAS INSTRS INC	COM	$907K	0.3%Prev: 0.2%	4,939 SH	Decreased-530 SH
TEXAS ROADHOUSE INC	COM	$308K	0.1%	1,855 SH	New
UNISYS CORP	COM NEW	$144K	0.0%Prev: 0.0%	36,859 SH	Increased+4,000 SH
USCF ETF TR	MIDSTREAM ENERGY	$2.3M	0.7%	44,719 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$328K	0.1%Prev: 0.1%	4,287 SH	Decreased-5,572 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$255K	0.1%	3,435 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$23.5M	7.1%Prev: 3.1%	279,065 SH	Increased+1,633 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.6M	0.8%Prev: 0.2%	32,614 SH	Increased+10,722 SH
VERTIV HOLDINGS CO	COM CL A	$656K	0.2%Prev: 0.2%	4,347 SH	Decreased-859 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$6.0M	1.8%	126,716 SH	New
WESTERN ASSET PREMIER BD FD	SHS BEN INT	$1.1M	0.3%Prev: 0.1%	94,387 SH	Increased+14,436 SH
WP CAREY INC	COM	$261K	0.1%Prev: 0.0%	3,856 SH	Decreased-22 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $436K
ALPHABET INC — $367K
ALTRIA GROUP INC — $212K
AMERICAN CENTY ETF TR — $733K
CALLAWAY GOLF CO — $611K
CAMTEK LTD — $312K
CAPITOL SER TR — $2.0M
CATERPILLAR INC — $429K
CHEVRON CORPORATION — $1.4M
CITIGROUP INC — $349K
COSTCO WHOLESALE CORPORATION — $268K
DELL TECHNOLOGIES INC — $539K
DESIGNER BRANDS INC — $68K
DIREXION SHARES ETF TRUST — $47.7M
DIREXION SHARES ETF TRUST — $1.0M
DUKE ENERGY CORP NEW — $609K
EA SERIES TRUST — $2.4M
ENBRIDGE INC — $355K
ETF SER SOLUTIONS — $358K
HEWLETT PACKARD ENTERPRISE C — $299K
… and 36 more

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