Insight Wealth Partners, LLC
CIK: 0001627003Latest portfolio: $729.7M · Q4 2025
Holdings
114
Total Value
$729.7M
New Positions
12
Closed Positions
12
Top Holdings
View All 114 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 720,334 | $491.2M | 67.32% | +2K | Call |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 275,950 | $23.1M | 3.17% | -3,115 | |
| 3 | SPXLDIREXION SHS ETF TR | 99,158 | $21.9M | 3.00% | -2,259 | |
| 4 | LQDISHARES TR | 135,050 | $14.9M | 2.04% | +13K | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 268,202 | $13.6M | 1.86% | +7K | |
| 6 | FBNDFIDELITY MERRIMACK STR TR | 237,809 | $10.9M | 1.50% | +11K | |
| 7 | IAU*ISHARES GOLD TR | 91,789 | $7.5M | 1.02% | +3K | |
| 8 | JBNDJ P MORGAN EXCHANGE TRADED F | 122,056 | $6.6M | 0.90% | +7K | |
| 9 | UITBVICTORY PORTFOLIOS II | 135,743 | $6.4M | 0.88% | +9K | |
| 10 | TIPISHARES TR | 57,225 | $6.3M | 0.86% | +3K | |
| 11 | GTOINVESCO ACTIVELY MANAGED EXC | 132,028 | $6.3M | 0.86% | +7K | |
| 12 | HYGISHARES TR | 68,284 | $5.5M | 0.75% | +6K | |
| 13 | NVDANVIDIA CORPORATION | 27,268 | $5.1M | 0.70% | -1,463 | |
| 14 | FALNISHARES TR | 174,199 | $4.8M | 0.65% | +18K | |
| 15 | PIEQPRINCIPAL EXCHANGE TRADED FD | 220,590 | $4.6M | 0.63% | +26K | |
| 16 | EMBISHARES TR | 45,131 | $4.3M | 0.60% | +3K | |
| 17 | MUBISHARES TR | 33,015 | $3.5M | 0.48% | +1K | |
| 18 | IEFISHARES TR | 35,139 | $3.4M | 0.46% | NEW | |
| 19 | CMBSISHARES TR | 66,397 | $3.3M | 0.45% | +3K | |
| 20 | BONDPIMCO ETF TR | 33,750 | $3.1M | 0.43% | +2K | |
| 21 | SNPEDBX ETF TR | 50,193 | $3.1M | 0.43% | -733 | |
| 22 | AVGOBROADCOM INC | 7,670 | $2.7M | 0.36% | +3 | |
| 23 | AAPLAPPLE INC | 9,746 | $2.6M | 0.36% | -346 | |
| 24 | VCSHVANGUARD SCOTTSDALE FDS | 32,436 | $2.6M | 0.35% | -178 | |
| 25 | AMZNAMAZON COM INC | 10,715 | $2.5M | 0.34% | +51 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($4.9120923110218756e+228T)
Technology0.0% ($5.085265426491265e+31T)
Unknown0.0% ($74504608242216910848.0T)
Consumer Cyclical0.0% ($2473975913.7T)
Energy0.0% ($14331104.3T)
Industrials0.0% ($1039854.9T)
Consumer Defensive0.0% ($324.2T)
Communication Services0.0% ($1.1T)
Healthcare0.0% ($619.3B)
Basic Materials0.0% ($463K)
Real Estate0.0% ($249K)
Filing History
Fund Information
Insight Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $729.7M across 114 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 67.3% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.