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: $744.8M135 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$513K	0.1%Prev: 0.2%	2,038 SH	Decreased-1,173 SH
ADVANCED MICRO DEVICES INC	COM	$436K	0.1%	751 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.2%Prev: 0.1%	3,434 SH	Increased+2,233 SH
ALPHABET INC	CAP STK CL C	$367K	0.0%	1,037 SH	New
ALTRIA GROUP INC	COM	$212K	0.0%	2,947 SH	New
AMAZON COM INC	COM	$2.6M	0.3%Prev: 0.9%	10,828 SH	Increased+273 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.5M	0.2%Prev: 0.3%	19,843 SH	Increased+8,130 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.3M	0.3%Prev: 0.7%	22,551 SH	Increased+1,220 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$733K	0.1%	8,038 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$2.4M	0.3%Prev: 0.6%	19,384 SH	Increased+2,182 SH
APPLE INC	COM	$3.0M	0.4%Prev: 0.8%	10,293 SH	Increased+272 SH
BROADCOM INC	COM	$3.3M	0.4%Prev: 0.8%	8,666 SH	Increased+1,154 SH
CALLAWAY GOLF CO	COM	$611K	0.1%	32,511 SH	New
CAMTEK LTD	ORD	$312K	0.0%	1,911 SH	New
CAPITOL SER TR	FAIR TA SECT ETF	$2.0M	0.3%	63,671 SH	New
CATERPILLAR INC	COM	$429K	0.1%	403 SH	New
CHEVRON CORPORATION	COM	$1.4M	0.2%	8,330 SH	New
CISCO SYS INC	COM	$1.8M	0.2%Prev: 0.5%	15,539 SH	Increased-1,747 SH
CITIGROUP INC	COM NEW	$349K	0.0%	2,491 SH	New
COCA COLA CO	COM	$296K	0.0%Prev: 0.1%	3,636 SH	Increased+256 SH
COLGATE PALMOLIVE CO	COM	$224K	0.0%Prev: 0.2%	2,439 SH	Decreased-2,329 SH
CONOCOPHILLIPS	COM	$317K	0.0%Prev: 0.1%	3,050 SH	Increased+81 SH
COSTCO WHOLESALE CORPORATION	COM	$268K	0.0%	287 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.9M	0.3%Prev: 0.3%	34,329 SH	Increased+14,190 SH
DBX ETF TR	XTRACKRS S&P 500	$3.7M	0.5%Prev: 1.1%	54,015 SH	Increased+3,628 SH
DEERE & CO	COM	$297K	0.0%Prev: 0.1%	468 SH	Increased-27 SH
DELL TECHNOLOGIES INC	CL C	$539K	0.1%	1,249 SH	New
DESIGNER BRANDS INC	CL A	$68K	0.0%	11,625 SH	New
DIAMONDBACK ENERGY INC	COM	$1.7M	0.2%Prev: 0.5%	9,472 SH	Increased-64 SH
DIREXION SHARES ETF TRUST	DA 500 BU 3X ETF	$47.7M	6.4%	176,249 SH	New
DIREXION SHARES ETF TRUST	DAILY 500 2X ETF	$1.0M	0.1%	4,676 SH	New
DUKE ENERGY CORP NEW	COM NEW	$609K	0.1%	4,813 SH	New
EA SERIES TRUST	TBG DIVID FO ETF	$2.4M	0.3%	65,119 SH	New
ECOLAB INC	COM	$442K	0.1%Prev: 0.2%	1,587 SH	Decreased-295 SH
ELI LILLY & CO	COM	$306K	0.0%Prev: 0.1%	255 SH	Increased-133 SH
ENBRIDGE INC	COM	$355K	0.0%	6,542 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$299K	0.0%Prev: 0.1%	8,145 SH	Increased+1,581 SH
ETF SER SOLUTIONS	CLEARSHS ULTRA	$939K	0.1%Prev: 0.4%	9,385 SH	Decreased-1,468 SH
ETF SER SOLUTIONS	VIDEN EQUIT ETF	$358K	0.0%	9,174 SH	New
ETF SER SOLUTIONS	VIDENT US BOND	$988K	0.1%Prev: 0.2%	22,653 SH	Increased+11,397 SH
EVERCORE INC	CLASS A	$418K	0.1%Prev: 0.1%	1,223 SH	Increased
EXXON MOBIL CORP	COM	$1.5M	0.2%Prev: 0.4%	10,901 SH	Increased+1,542 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$8.9M	1.2%Prev: 3.4%	195,769 SH	Increased+2,820 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.7M	0.4%Prev: 0.5%	20,058 SH	Increased+5,677 SH
FORD MTR CO	COM	$9.0M	1.2%Prev: 0.2%	647,831 SH	Increased+601,082 SH
HEWLETT PACKARD ENTERPRISE C	COM	$299K	0.0%	6,634 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 APRI	$328K	0.0%	12,311 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI SEPT	$287K	0.0%	10,414 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$975K	0.1%	34,836 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$273K	0.0%	10,487 SH	New
INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$1.5M	0.2%Prev: 0.1%	45,284 SH	Increased+34,229 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$602K	0.1%	12,163 SH	New
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$4.9M	0.7%Prev: 1.9%	104,378 SH	Increased+1,503 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$233K	0.0%Prev: 0.1%	10,443 SH	Decreased-3,630 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$551K	0.1%Prev: 0.2%	29,677 SH	Increased+1,577 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$332K	0.0%Prev: 0.4%	16,989 SH	Decreased-30,167 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$579K	0.1%Prev: 0.4%	29,533 SH	Decreased-17,179 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.3M	0.3%Prev: 0.9%	103,724 SH	Increased-1,486 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$312K	0.0%Prev: 0.1%	18,747 SH	Increased+3,224 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$292K	0.0%Prev: 0.2%	12,701 SH	Decreased-11,885 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$915K	0.1%Prev: 0.4%	44,927 SH	Decreased-902 SH
ISHARES GOLD TR	ISHARES NEW	$4.0M	0.5%Prev: 2.2%	53,352 SH	Decreased-36,124 SH
ISHARES TR	0-5YR HI YL CP	$202K	0.0%Prev: 0.1%	4,764 SH	Decreased-1,287 SH
ISHARES TR	1 3 YR TREAS BD	$207K	0.0%Prev: 0.1%	2,516 SH	Decreased-557 SH
ISHARES TR	7-10 YR TRSY BD	$6.4M	0.9%	68,061 SH	New
ISHARES TR	BBB RATED CORP	$2.6M	0.4%Prev: 0.9%	30,240 SH	Increased+4,646 SH
ISHARES TR	CMBS ETF	$2.6M	0.3%Prev: 1.0%	52,683 SH	Decreased-890 SH
ISHARES TR	CORE 30 70 ETF	$390K	0.1%	9,401 SH	New
ISHARES TR	CORE 60 BALA ETF	$234K	0.0%	3,370 SH	New
ISHARES TR	CORE 80 20 ETF	$422K	0.1%	4,320 SH	New
ISHARES TR	CORE DIV GRWTH	$401K	0.1%Prev: 0.1%	5,292 SH	Increased-253 SH
ISHARES TR	CORE S&P500 ETF	$934K	0.1%Prev: 0.2%	1,247 SH	Increased+553 SH
ISHARES TR	CORE UNIVRSL USD	$634K	0.1%	13,747 SH	New
ISHARES TR	CORE US AGGBD ET	$427K	0.1%Prev: 0.2%	4,315 SH	Increased+100 SH
ISHARES TR	FALN ANGLS USD	$4.3M	0.6%Prev: 1.4%	156,998 SH	Increased+22,982 SH
ISHARES TR	IBOXX HI YD ETF	$4.8M	0.6%Prev: 1.6%	59,809 SH	Increased+7,343 SH
ISHARES TR	IBOXX INV CP ETF	$11.6M	1.6%Prev: 4.5%	106,526 SH	Decreased-413 SH
ISHARES TR	ISHARES SEMICDTR	$5.2M	0.7%Prev: 0.7%	8,117 SH	Increased+151 SH
ISHARES TR	ISHS 1-5YR INVS	$266K	0.0%Prev: 0.1%	5,072 SH	Increased+59 SH
ISHARES TR	JPMORGAN USD EMG	$3.5M	0.5%Prev: 1.3%	36,230 SH	Increased-849 SH
ISHARES TR	MSCI AC ASIA ETF	$2.2M	0.3%	18,578 SH	New
ISHARES TR	MSCI ACWI EX US	$212K	0.0%	2,784 SH	New
ISHARES TR	MSCI EMG MKT ETF	$4.2M	0.6%	60,971 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.8M	0.4%Prev: 1.1%	25,935 SH	Increased-552 SH
ISHARES TR	PFD AND INCM SEC	$214K	0.0%Prev: 0.1%	7,035 SH	Decreased-405 SH
ISHARES TR	RUSSELL 2000 ETF	$266K	0.0%	885 SH	New
ISHARES TR	S&P MC 400GR ETF	$200K	0.0%	1,706 SH	New
ISHARES TR	TIPS BD ETF	$4.9M	0.7%Prev: 2.0%	44,849 SH	Decreased-1,790 SH
ISHARES TR	TRUST ISHARE 0-1	$620K	0.1%	5,616 SH	New
ISHARES TR	US INFRASTRUC	$1.0M	0.1%Prev: 0.2%	16,453 SH	Increased+3,926 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$7.3M	1.0%Prev: 2.0%	136,459 SH	Increased+42,023 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$2.8M	0.4%	53,268 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.1M	1.6%Prev: 6.1%	240,079 SH	Decreased-70,222 SH
JPMORGAN CHASE & CO	COM	$912K	0.1%	2,785 SH	New
META PLATFORMS INC	CL A	$552K	0.1%Prev: 0.3%	979 SH	Decreased-154 SH
MICRON TECHNOLOGY INC	COM	$358K	0.0%	310 SH	New
MICROSOFT CORP	COM	$866K	0.1%Prev: 0.5%	2,320 SH	Decreased-144 SH
MIRUM PHARMACEUTICALS INC	COM	$395K	0.1%	3,374 SH	New
NVIDIA CORPORATION	COM	$5.7M	0.8%Prev: 1.7%	28,500 SH	Increased+108 SH
PACCAR INC	COM	$909K	0.1%Prev: 0.3%	7,564 SH	Increased-212 SH
PACER FDS TR	US CASH COWS 100	$1.2M	0.2%Prev: 0.5%	18,536 SH	Decreased-4,551 SH
PALANTIR TECHNOLOGIES INC	CL A	$564K	0.1%Prev: 0.2%	4,837 SH	Increased+1,608 SH
PALO ALTO NETWORKS INC	COM	$272K	0.0%	799 SH	New
PEPSICO INC	COM	$309K	0.0%Prev: 0.1%	2,281 SH	Increased+28 SH
PGIM ETF TR	PGIM ULTRA SH BD	$940K	0.1%Prev: 0.4%	18,974 SH	Decreased-1,520 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.4M	0.3%Prev: 0.9%	26,129 SH	Increased+1 SH
PRINCIPAL EXCHANGE TRADED FD	PRNC INVT GRAD	$5.3M	0.7%Prev: 1.5%	256,849 SH	Increased+72,755 SH
PUTNAM ETF TRUST	FOCUSED LAR CAP	$378K	0.1%	7,411 SH	New
RBB FD INC	US TREASY 2 YR	$3.5M	0.5%	73,213 SH	New
SANDISK CORP	COM	$3.7M	0.5%	1,607 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	0.2%Prev: 0.4%	36,710 SH	Increased+826 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	0.2%Prev: 0.5%	39,603 SH	Increased-1,605 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$306K	0.0%	317 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$809K	0.1%	5,101 SH	New
SPDR GOLD TR	GOLD SHS	$1.7M	0.2%Prev: 0.5%	4,543 SH	Increased-95 SH
SPDR SERIES TRUST	ST STR SP AERO	$370K	0.0%	1,305 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.6M	0.2%	54,476 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$449.4M	60.3%	601,827 SH	New
TEEKAY TANKERS LTD	CL A	$258K	0.0%	3,973 SH	New
TESLA INC	COM	$1.1M	0.1%Prev: 0.3%	2,605 SH	Increased+366 SH
TEXAS INSTRS INC	COM	$1.6M	0.2%Prev: 0.4%	5,469 SH	Increased+529 SH
TEXAS PACIFIC LAND CORPORATI	COM	$275K	0.0%Prev: 0.1%	629 SH	Increased+421 SH
THORNBURG ETF TR	MULTI SECTOR BD	$778K	0.1%	30,679 SH	New
TJX COS INC NEW	COM	$663K	0.1%	4,377 SH	New
UNISYS CORP	COM NEW	$120K	0.0%Prev: 0.1%	32,859 SH	Decreased-4,000 SH
USCF ETF TR	MIDS ENE INC ETF	$3.4M	0.5%	57,492 SH	New
VALMONT INDS INC	COM	$801K	0.1%	1,387 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$744K	0.1%	9,859 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$22.9M	3.1%	277,432 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.7M	0.2%Prev: 0.8%	21,892 SH	Decreased-4,058 SH
VERTIV HOLDINGS CO	COM CL A	$1.7M	0.2%Prev: 0.2%	5,206 SH	Increased+905 SH
VICTORY PORTFOLIOS II	CORE BD ETF	$7.1M	1.0%	152,068 SH	New
VIRTUIX HOLDINGS INC.	COM CL A	$147K	0.0%	48,298 SH	New
WESTERN ASSET PREMIER BD FD	SHS BEN INT	$851K	0.1%Prev: 0.4%	79,951 SH	Decreased-11,562 SH
WP CAREY INC	COM	$277K	0.0%Prev: 0.1%	3,878 SH	Increased+22 SH

Sold (vs prior filing)

ABBOTT LABS — $280K
ACCENTURE PLC IRELAND — $732K
BERKSHIRE HATHAWAY INC DEL — $212K
CAPITOL SER TR — $1.6M
CHEVRON CORP NEW — $399K
COSTCO WHSL CORP NEW — $279K
DIREXION SHS ETF TR — $20.1M
EA SERIES TRUST — $624K
HOME DEPOT INC — $746K
INNOVATOR ETFS TRUST — $616K
INNOVATOR ETFS TRUST — $342K
INTERNATIONAL BUSINESS MACHS — $203K
ISHARES TR — $367K
ISHARES TR — $216K
ISHARES TR — $583K
ISHARES TR — $834K
ISHARES TR — $235K
JPMORGAN CHASE & CO. — $683K
KAYNE ANDERSON BDC INC — $329K
NASDAQ INC — $626K
… and 10 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