Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

$692 Million
Q3 2025

Insight Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $692 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $23.5M, Direxion Daily S&P 500 Bull 3 X with a value of $21.5M, Ishares Iboxx $ Investment Gra with a value of $13.6M, Jp Morgan ETF Tr Ultra Short I with a value of $13.2M, and Fidelity Merrimack Str Tr Tota with a value of $10.5M.

Examining the 13F form we can see an increase of $61.5M in the current position value, from $630M to 692M.

Below you can find more details about Insight Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $692 Million

ETFs: $653 Million

Technology: $16 Million

Financial Services: $5.36 Million

Consumer Cyclical: $5.29 Million

Energy: $3.64 Million

Industrials: $2.32 Million

Communication Services: $1.39 Million

Healthcare: $1.24 Million

Other: $1.92 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VCIT Vanguard Intermediate Term Cor ETFs	$0	$23.5 Million 3.39% of portfolio	279,065	Q3 2025 New
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$21.5 Million 3.11% of portfolio	101,417	Q3 2025 Reduced 12.28%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$13.6 Million 1.96% of portfolio	121,766	Q3 2025 Added 13.86%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$13.2 Million 1.91% of portfolio	260,982	Q3 2025 Reduced 15.89%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$10.5 Million 1.52% of portfolio	226,771	Q3 2025 Added 17.53%
IAU Ishares Gold Trust ETFs	$65.3B	$6.49 Million 0.94% of portfolio	89,243	Q3 2025 Reduced 0.26%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$6.06 Million 0.88% of portfolio	54,443	Q3 2025 Added 16.73%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$6.02 Million 0.87% of portfolio	126,716	Q3 2025 Added 22.31%
GTO Invesco Actively Managed ETF T ETFs	$0	$5.92 Million 0.86% of portfolio	124,604	Q3 2025 Added 21.12%

NVDA Nvidia Corp Technology	$465B	$5.36 Million 0.78% of portfolio	28,731	Q3 2025 Added 1.19%
HYG Ishares Tr ETFs	$0	$5.06 Million 0.73% of portfolio	62,373	Q3 2025 Added 18.88%
FALN Ishares Tr Fallen Angels Usd B ETFs	$0	$4.33 Million 0.63% of portfolio	155,856	Q3 2025 Added 16.3%
IG Principal Fds Principal Invt G ETFs	$0	$4.11 Million 0.59% of portfolio	194,883	Q3 2025 Added 5.86%
EMB Ishares Tr ETFs	$0	$3.97 Million 0.57% of portfolio	41,671	Q3 2025 Added 12.38%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.36 Million 0.49% of portfolio	31,580	Q3 2025 Added 19.23%
CMBS Ishares Cmbs ETF ETFs	$0	$3.11 Million 0.45% of portfolio	63,291	Q3 2025 Added 18.14%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$3.06 Million 0.44% of portfolio	50,926	Q3 2025 Added 1.07%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$2.98 Million 0.43% of portfolio	31,882	Q3 2025 Added 22.02%

VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.61 Million 0.38% of portfolio	32,614	Q3 2025 Added 25.68%
AVGO Broadcom Inc. Technology	$139B	$2.53 Million 0.37% of portfolio	7,667	Q3 2025 Added 2.06%
AAPL Apple Inc. Technology	$4.3T	$2.57 Million 0.37% of portfolio	10,092	Q3 2025 Added 0.71%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$2.34 Million 0.34% of portfolio	10,664	Q3 2025 Added 1.03%
UMI Uscf ETF Tr Uscf Midstream Ene ETFs	$0	$2.3 Million 0.33% of portfolio	44,719	Q3 2025 Added 6.46%
BSMU Invesco Exchange Self Ind Tr ETFs	$0	$2.27 Million 0.33% of portfolio	103,724	Q3 2025 Reduced 1.41%
PHYS Sprott Physical Gold Trust Financial Services	$0	$2.19 Million 0.32% of portfolio	74,065	Q2 2025 Reduced 11.86%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.17 Million 0.31% of portfolio	8,008	Q3 2025 Added 0.53%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.96 Million 0.28% of portfolio	22,017	Q3 2025 Added 3.22%
TACK Capitol Ser Tr Fairlead Tactic ETFs	$0	$1.84 Million 0.27% of portfolio	61,152	Q3 2025 Added 5.36%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.77 Million 0.26% of portfolio	17,799	Q3 2025 Added 3.47%
GLD Spdr Gold Trust ETFs	$130B	$1.5 Million 0.22% of portfolio	4,210	Q3 2025 Reduced 9.23%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$1.53 Million 0.22% of portfolio	15,780	Q3 2025 Added 9.73%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.49 Million 0.21% of portfolio	25,861	Q3 2025 Added 12.02%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$1.36 Million 0.2% of portfolio	42,567	Q3 2025 Added 3.3%
FANG Diamondback Energy, Inc. Energy	$26.5B	$1.36 Million 0.2% of portfolio	9,536	Q4 2024 Reduced 0.03%
MSFT Microsoft Corp Technology	$3.78T	$1.29 Million 0.19% of portfolio	2,498	Q3 2025 Added 1.38%
CSCO Cisco Systems, Inc. Technology	$319B	$1.18 Million 0.17% of portfolio	17,279	Q3 2025 Reduced 0.04%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$1.16 Million 0.17% of portfolio	25,001	Q3 2025 Added 24.14%
OPER ETF Ser Solutions Clearshares ETFs	$0	$1.08 Million 0.16% of portfolio	10,753	Q3 2025 Reduced 0.92%
XOM Exxon Mobil Corp Energy	$490B	$1.12 Million 0.16% of portfolio	9,929	Q3 2025 Added 6.09%
WEA Western Asset Premier Bond Fund Financial Services	$0	$1.06 Million 0.15% of portfolio	94,387	Q3 2025 Added 3.14%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.02 Million 0.15% of portfolio	37,287	Q3 2025 Added 3.91%
AVIV American Centy ETF Tr Avantis	$0	$972,000 0.14% of portfolio	14,416	Q3 2025 Added 23.08%
RTX Raytheon Technologies Corp Industrials	$258B	$948,000 0.14% of portfolio	5,667	Q3 2025 Reduced 0.16%
PULS Pgim ETF Tr ETFs	$0	$997,000 0.14% of portfolio	20,023	Q3 2025 Reduced 2.3%
TXN Texas Instruments Inc Technology	$177B	$961,000 0.14% of portfolio	4,939	Q3 2025 Reduced 0.02%
PLTR Palantir Technologies Inc. Technology	$342B	$938,000 0.14% of portfolio	5,146	Q3 2025 Added 59.37%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$968,000 0.14% of portfolio	2,178	Q3 2025 Reduced 2.72%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$920,000 0.13% of portfolio	47,054	Q3 2025 Reduced 0.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$925,000 0.13% of portfolio	1,389	Q3 2025 Added 4.44%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$882,000 0.13% of portfolio	44,775	Q3 2025 Reduced 4.15%

Summary

Portfolio
No. of Stocks 115
Current Value $692 Million
Prior Value $630 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 11 stocks
Additional Purchases 62 stocks
Sold out of 0 stocks
Reduced holdings in 28 stocks

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Insight Wealth Partners, LLC Portfolio Holdings