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: $713.0M117 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$541K	0.1%Prev: 0.1%	2,489 SH	Decreased-1,026 SH
ALCOA CORP	COM	$927K	0.1%	13,981 SH	New
ALPHABET INC	CAP STK CL A	$1000K	0.1%	3,476 SH	New
ALPHABET INC	CAP STK CL C	$208K	0.0%	725 SH	New
AMAZON COM INC	COM	$2.3M	0.3%Prev: 0.3%	10,880 SH	Increased+592 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.2M	0.2%Prev: 0.1%	16,560 SH	Increased+5,757 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.2M	0.3%Prev: 0.2%	22,271 SH	Increased+1,406 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.0M	0.3%Prev: 0.2%	18,324 SH	Increased+1,703 SH
APPLE INC	COM	$2.5M	0.3%Prev: 0.4%	9,761 SH	Increased-299 SH
BP PLC	SPONSORED ADR	$262K	0.0%Prev: 0.0%	5,566 SH	Increased-1,077 SH
BROADCOM INC	COM	$2.4M	0.3%Prev: 0.2%	7,712 SH	Increased+532 SH
CALLAWAY GOLF CO	COM	$453K	0.1%	32,632 SH	New
CAPITOL SER TR	FAIRLEAD TACTICA	$1.9M	0.3%Prev: 0.3%	61,583 SH	Increased+4,711 SH
CHEVRON CORPORATION	COM	$432K	0.1%	2,086 SH	New
CISCO SYS INC	COM	$1.2M	0.2%Prev: 0.2%	15,839 SH	Increased-1,322 SH
COCA COLA CO	COM	$263K	0.0%	3,452 SH	New
COLGATE PALMOLIVE CO	COM	$208K	0.0%Prev: 0.1%	2,439 SH	Decreased-2,445 SH
CONOCOPHILLIPS	COM	$399K	0.1%Prev: 0.1%	3,020 SH	Increased+69 SH
COSTCO WHOLESALE CORPORATION	COM	$262K	0.0%	263 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.4M	0.2%Prev: 0.1%	28,222 SH	Increased+10,459 SH
DBX ETF TR	XTRACKRS S&P 500	$3.0M	0.4%Prev: 0.4%	51,197 SH	Increased+2,852 SH
DEERE & CO	COM	$264K	0.0%Prev: 0.0%	468 SH	Increased-27 SH
DIAMONDBACK ENERGY INC	COM	$1.9M	0.3%Prev: 0.3%	9,471 SH	Increased-65 SH
DIREXION SHARES ETF TRUST	DAILY S&P 500 BU	$19.0M	2.7%	103,329 SH	New
EA SERIES TRUST	TBG DIVIDEND FOC	$2.1M	0.3%Prev: 0.1%	60,510 SH	Increased+47,141 SH
ECOLAB INC	COM	$448K	0.1%Prev: 0.1%	1,684 SH	Decreased-298 SH
ELI LILLY & CO	COM	$283K	0.0%Prev: 0.1%	307 SH	Decreased-84 SH
ENTERPRISE PRODS PARTNERS L	COM	$327K	0.0%	8,645 SH	New
ETF SER SOLUTIONS	CLEARSHS ULTRA	$999K	0.1%Prev: 0.2%	9,986 SH	Decreased-468 SH
ETF SER SOLUTIONS	VIDENT INTERNATI	$225K	0.0%	6,238 SH	New
ETF SER SOLUTIONS	VIDENT US BOND	$885K	0.1%Prev: 0.1%	20,400 SH	Increased+9,100 SH
EVERCORE INC	CLASS A	$374K	0.1%Prev: 0.0%	1,254 SH	Increased+31 SH
EXXON MOBIL CORP	COM	$1.6M	0.2%Prev: 0.2%	9,416 SH	Increased+212 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.5M	1.6%Prev: 1.4%	252,939 SH	Increased+65,578 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.9M	0.3%Prev: 0.2%	17,529 SH	Increased+4,202 SH
FORD MTR CO	COM	$546K	0.1%Prev: 0.1%	47,335 SH	Increased+1,222 SH
GOLDMAN SACHS GROUP INC	COM	$203K	0.0%	240 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$950K	0.1%	34,836 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$266K	0.0%	10,487 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$280K	0.0%Prev: 0.1%	10,484 SH	Decreased-2,036 SH
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.6M	0.2%Prev: 0.1%	49,328 SH	Increased+38,273 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$594K	0.1%	12,866 SH	New
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$6.6M	0.9%Prev: 0.8%	141,670 SH	Increased+40,377 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$250K	0.0%Prev: 0.0%	11,196 SH	Decreased-1,972 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$539K	0.1%Prev: 0.1%	28,875 SH	Increased+2,946 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$349K	0.0%Prev: 0.1%	17,870 SH	Decreased-27,281 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$585K	0.1%Prev: 0.1%	29,789 SH	Decreased-14,922 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.3M	0.3%Prev: 0.5%	103,724 SH	Decreased-28,673 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$269K	0.0%Prev: 0.0%	16,117 SH	Increased+1,808 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$296K	0.0%Prev: 2.2%	12,786 SH	Decreased-558,919 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$884K	0.1%Prev: 0.1%	43,264 SH	Decreased-591 SH
ISHARES GOLD TR	ISHARES NEW	$4.7M	0.7%Prev: 1.6%	52,747 SH	Decreased-107,159 SH
ISHARES TR	0-5YR HI YL CP	$217K	0.0%Prev: 0.0%	5,130 SH	Decreased-666 SH
ISHARES TR	1 3 YR TREAS BD	$218K	0.0%Prev: 0.0%	2,637 SH	Decreased-409 SH
ISHARES TR	7-10 YR TRSY BD	$6.9M	1.0%	72,511 SH	New
ISHARES TR	BBB RATED CORP	$2.3M	0.3%Prev: 0.4%	26,941 SH	Increased+1,313 SH
ISHARES TR	CMBS ETF	$3.5M	0.5%Prev: 0.4%	70,853 SH	Increased+18,780 SH
ISHARES TR	CORE 30/70 CONSE	$375K	0.1%Prev: 0.1%	9,401 SH	Increased
ISHARES TR	CORE 60/40 BALAN	$217K	0.0%Prev: 0.0%	3,370 SH	Increased-132 SH
ISHARES TR	CORE 80/20 AGGRE	$330K	0.0%	3,726 SH	New
ISHARES TR	CORE DIV GRWTH	$388K	0.1%Prev: 0.1%	5,529 SH	Increased-16 SH
ISHARES TR	CORE S&P500 ETF	$705K	0.1%Prev: 0.1%	1,080 SH	Increased+386 SH
ISHARES TR	CORE UNIVRSL USD	$934K	0.1%	20,212 SH	New
ISHARES TR	CORE US AGGBD ET	$463K	0.1%Prev: 0.0%	4,668 SH	Increased+1,800 SH
ISHARES TR	FALN ANGLS USD	$4.9M	0.7%Prev: 0.6%	184,138 SH	Increased+55,677 SH
ISHARES TR	IBOXX HI YD ETF	$5.8M	0.8%Prev: 0.7%	72,531 SH	Increased+22,321 SH
ISHARES TR	IBOXX INV CP ETF	$15.2M	2.1%Prev: 2.2%	139,708 SH	Increased+18,127 SH
ISHARES TR	ISHARES SEMICDTR	$2.6M	0.4%Prev: 0.2%	7,828 SH	Increased+158 SH
ISHARES TR	ISHS 1-5YR INVS	$266K	0.0%Prev: 0.0%	5,059 SH	Increased+68 SH
ISHARES TR	JPMORGAN USD EMG	$4.4M	0.6%Prev: 0.6%	47,021 SH	Increased+10,241 SH
ISHARES TR	MSCI AC ASIA ETF	$955K	0.1%	9,914 SH	New
ISHARES TR	NATIONAL MUN ETF	$3.6M	0.5%Prev: 0.5%	33,579 SH	Increased+7,425 SH
ISHARES TR	PFD AND INCM SEC	$213K	0.0%Prev: 0.0%	7,035 SH	Decreased-405 SH
ISHARES TR	RUSSELL 2000 ETF	$219K	0.0%	885 SH	New
ISHARES TR	TIPS BD ETF	$6.7M	0.9%Prev: 0.9%	60,632 SH	Increased+14,423 SH
ISHARES TR	TOP 20 U S STOCK	$786K	0.1%Prev: 0.0%	27,469 SH	Increased+18,854 SH
ISHARES TR	TRUST ISHARE 0-1	$581K	0.1%	5,261 SH	New
ISHARES TR	US INFRASTRUC	$871K	0.1%Prev: 0.1%	15,231 SH	Increased+4,110 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$6.6M	0.9%Prev: 0.8%	122,574 SH	Increased+34,638 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$14.0M	2.0%Prev: 1.4%	276,178 SH	Increased+107,967 SH
JPMORGAN CHASE & CO	COM	$851K	0.1%	2,894 SH	New
META PLATFORMS INC	CL A	$623K	0.1%Prev: 0.1%	1,089 SH	Increased+10 SH
MICROSOFT CORP	COM	$861K	0.1%Prev: 0.1%	2,327 SH	Increased+77 SH
NVIDIA CORPORATION	COM	$4.9M	0.7%Prev: 0.5%	27,813 SH	Increased-362 SH
PACCAR INC	COM	$874K	0.1%Prev: 0.1%	7,564 SH	Increased-136 SH
PACER FDS TR	US CASH COWS 100	$1.5M	0.2%Prev: 0.2%	24,186 SH	Increased+1,978 SH
PALANTIR TECHNOLOGIES INC	CL A	$710K	0.1%Prev: 0.0%	4,855 SH	Increased+2,269 SH
PEPSICO INC	COM	$351K	0.0%Prev: 0.1%	2,262 SH	Increased+9 SH
PGIM ETF TR	PGIM ULTRA SH BD	$972K	0.1%Prev: 0.2%	19,632 SH	Decreased-32 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.4M	0.5%Prev: 0.4%	36,315 SH	Increased+10,524 SH
PRINCIPAL EXCHANGE TRADED FD	PRNC INVT GRAD	$4.7M	0.7%Prev: 0.6%	226,628 SH	Increased+53,541 SH
RBB FD INC	US TREASY 2 YR	$2.8M	0.4%	58,908 SH	New
RTX CORPORATION	COM	$1.1M	0.2%Prev: 0.1%	5,757 SH	Increased-402 SH
SANDISK CORP	COM	$1.0M	0.1%	1,600 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.2%Prev: 0.1%	37,217 SH	Increased+6,739 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	0.2%Prev: 0.2%	39,683 SH	Increased-2,120 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$732K	0.1%	4,996 SH	New
SPDR GOLD TR	GOLD SHS	$1.9M	0.3%Prev: 0.2%	4,482 SH	Increased+453 SH
SPDR SERIES TRUST	STATE STREET SPD	$259K	0.0%	1,020 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.9M	0.3%	54,476 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$466.9M	65.5%	717,905 SH	New
TEEKAY TANKERS LTD	CL A	$295K	0.0%	4,026 SH	New
TESLA INC	COM	$942K	0.1%Prev: 0.1%	2,535 SH	Increased+474 SH
TEXAS INSTRS INC	COM	$1.1M	0.2%Prev: 0.3%	5,687 SH	Decreased-3,724 SH
TEXAS PACIFIC LAND CORPORATI	COM	$298K	0.0%Prev: 0.0%	629 SH	Increased+432 SH
TJX COS INC NEW	COM	$710K	0.1%	4,443 SH	New
UNISYS CORP	COM NEW	$68K	0.0%Prev: 0.0%	32,859 SH	Decreased-4,000 SH
USCF ETF TR	MIDSTREAM ENERGY	$3.1M	0.4%Prev: 0.1%	52,766 SH	Increased+39,292 SH
VANECK ETF TRUST	GOLD MINERS ETF	$900K	0.1%	9,809 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$22.6M	3.2%	272,811 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.3M	0.3%Prev: 0.3%	29,386 SH	Increased+3,826 SH
VERTIV HOLDINGS CO	COM CL A	$1.3M	0.2%Prev: 0.0%	5,260 SH	Increased+2,139 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$6.4M	0.9%Prev: 0.8%	136,412 SH	Increased+40,342 SH
VIRTUIX HOLDINGS INC.	COM CL A	$327K	0.0%	48,298 SH	New
WALMART INC	COM	$482K	0.1%	3,875 SH	New
WESTERN ASSET PREMIER BD FD	SHS BEN INT	$916K	0.1%Prev: 0.2%	86,574 SH	Decreased-4,189 SH
WP CAREY INC	COM	$264K	0.0%Prev: 0.0%	3,878 SH	Increased+22 SH

Sold (vs prior filing)

ABBOTT LABS — $271K
ACCENTURE PLC IRELAND — $760K
CHEVRON CORP NEW — $541K
COSTCO WHSL CORP NEW — $221K
DIREXION SHS ETF TR — $3.6M
HOME DEPOT INC — $783K
INNOVATOR ETFS TRUST — $388K
INNOVATOR ETFS TRUST — $473K
INVESCO EXCH TRD SLF IDX FD — $716K
INVESCO EXCH TRD SLF IDX FD — $804K
ISHARES TR — $579K
ISHARES TR — $2.9M
ISHARES TR — $3.7M
ISHARES TR — $812K
JPMORGAN CHASE & CO. — $492K
KAYNE ANDERSON BDC INC — $350K
NASDAQ INC — $531K
SELECT SECTOR SPDR TR — $710K
SERVICENOW INC — $236K
SPDR S&P 500 ETF TR — $428.5M
… and 3 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