Insight Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Insight Wealth Partners, LLC 13F Holdings
CIK 0001627003 · PLANO, TX
As of Sep 30, 2025, Insight Wealth Partners, LLC reported
114 positions worth $328.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 718,189 |
|
03.0M31.36% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 279,065 | $23.5M | 7.15% |
| DIREXION DAILY S&P 500(R) BULL 3X SHARES | SPXL | — | 101,417 | $21.5M | 6.55% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 121,766 |
3.6M | 4.13% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 260,982 |
3.2M | 4.03% |
| FIDELITY TOTAL BOND ETF | FBND | — | 226,771 |
0.5M | 3.19% |
| ISHARES GOLD TRUST | IAU | — | 89,243 | $6.5M | 1.98% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 114,961 | $6.2M | 1.90% |
| ISHARES TIPS BOND ETF | TIP | — | 54,443 | $6.1M | 1.84% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 126,716 | $6.0M | 1.83% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 124,604 | $5.9M | 1.80% |
| NVIDIA CORP | NVDA | Technology | 28,731 | $5.4M | 1.63% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 62,373 | $5.1M | 1.54% |
| ISHARES FALLEN ANGELS USD BOND ETF | FALN | — | 155,856 | $4.3M | 1.32% |
| PRINCIPAL EXCHANGE TRADED FD | IG | — | 194,883 | $4.1M | 1.25% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 41,671 | $4.0M | 1.21% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 31,580 | $3.4M | 1.02% |
| ISHARES CMBS ETF | CMBS | — | 63,291 | $3.1M | 0.95% |
| XTRACKERS S&P 500 SCORED & SCREENED ETF | SNPE | — | 50,926 | $3.1M | 0.93% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 31,882 | $3.0M | 0.91% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 32,614 | $2.6M | 0.79% |
| APPLE INC | AAPL | Technology | 10,092 | $2.6M | 0.78% |
| BROADCOM INC | AVGO | Technology | 7,667 | $2.5M | 0.77% |
| AMAZON.COM INC | AMZN | Equity | 10,664 | $2.3M | 0.71% |
| ISHARES TR | LQDB | — | 26,293 | $2.3M | 0.70% |