13F HOLDINGS REPORT

Insight Wealth Partners, LLC

Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001172661-25-002834

Total Value

$257.7M

Positions

108

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (108)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR S&P 500 ETF TR	SPY	743,300	$77.4M	30.02%
2	DIREXION SHS ETF TR	25459W862	115,614	$20.1M	7.79%
3	J P MORGAN EXCHANGE TRADED F	46641Q837	310,301	$15.7M	6.10%
4	ISHARES TR	464287242	106,939	$11.7M	4.55%
5	FIDELITY MERRIMACK STR TR	316188309	192,949	$8.8M	3.43%
6	ISHARES GOLD TR	IAU	89,476	$5.6M	2.17%
7	ISHARES TR	464287176	46,639	$5.1M	1.99%
8	J P MORGAN EXCHANGE TRADED F	46654Q716	94,436	$5.1M	1.96%
9	VICTORY PORTFOLIOS II	92647N527	103,599	$4.9M	1.89%
10	INVESCO ACTIVELY MANAGED EXC	IVZ	102,875	$4.8M	1.87%
11	NVIDIA CORPORATION	NVDA	28,392	$4.5M	1.74%
12	ISHARES TR	464288513	52,466	$4.2M	1.64%
13	PRINCIPAL EXCHANGE TRADED FD	74255Y821	184,094	$3.8M	1.49%
14	ISHARES TR	46435G474	134,016	$3.6M	1.41%
15	ISHARES TR	464288281	37,079	$3.4M	1.33%
16	DBX ETF TR	233051143	50,387	$2.8M	1.08%
17	ISHARES TR	464288414	26,487	$2.8M	1.07%
18	ISHARES TR	46429B366	53,573	$2.6M	1.01%
19	PIMCO ETF TR	72201R775	26,128	$2.4M	0.93%
20	AMAZON COM INC	AMZN	10,555	$2.3M	0.90%
21	INVESCO EXCH TRD SLF IDX FD	IVZ	105,210	$2.3M	0.88%
22	ISHARES TR	46436E494	25,594	$2.2M	0.86%
23	USCF ETF TR	90290T882	42,006	$2.1M	0.83%
24	BROADCOM INC	AVGO	7,512	$2.1M	0.80%
25	VANGUARD SCOTTSDALE FDS	92206C409	25,950	$2.1M	0.80%
26	APPLE INC	AAPL	10,021	$2.1M	0.80%
27	ISHARES TR	464287523	7,966	$1.9M	0.74%
28	SPROTT PHYSICAL GOLD TR	SII	74,065	$1.9M	0.73%
29	AMERICAN CENTY ETF TR	025072802	21,331	$1.7M	0.66%
30	CAPITOL SER TR	14064D550	58,043	$1.6M	0.64%
31	AMERICAN CENTY ETF TR	025072877	17,202	$1.6M	0.61%
32	SPDR GOLD TR	GLD	4,638	$1.4M	0.55%
33	DIAMONDBACK ENERGY INC	FANG	9,536	$1.3M	0.51%
34	PACER FDS TR	69374H881	23,087	$1.3M	0.49%
35	MICROSOFT CORP	MSFT	2,464	$1.2M	0.48%
36	SCHWAB STRATEGIC TR	808524300	41,208	$1.2M	0.47%
37	CISCO SYS INC	CSCO	17,286	$1.2M	0.47%
38	FIRST TR EXCHANGE TRADED FD	33738R704	14,381	$1.2M	0.45%
39	ETF SER SOLUTIONS	26922A453	10,853	$1.1M	0.42%
40	TEXAS INSTRS INC	882508104	4,940	$1.0M	0.40%
41	PGIM ETF TR	69344A107	20,494	$1.0M	0.40%
42	EXXON MOBIL CORP	XOM	9,359	$1.0M	0.39%
43	WESTERN ASSET PREMIER BD FD	957664105	91,513	$992,921	0.39%
44	SCHWAB STRATEGIC TR	808524797	35,884	$950,926	0.37%
45	INVESCO EXCH TRD SLF IDX FD	IVZ	45,829	$939,036	0.36%
46	INVESCO EXCH TRD SLF IDX FD	IVZ	47,156	$920,485	0.36%
47	INVESCO EXCH TRD SLF IDX FD	IVZ	46,712	$917,891	0.36%
48	DBX ETF TR	233051200	20,139	$881,086	0.34%
49	META PLATFORMS INC	META	1,133	$836,281	0.32%
50	ISHARES TR	464288679	7,552	$833,892	0.32%
51	RTX CORPORATION	RTX	5,676	$828,810	0.32%
52	SPDR S&P 500 ETF TR	SPY	1,330	$821,540	0.32%
53	HOME DEPOT INC	HD	2,035	$746,036	0.29%
54	PACCAR INC	PCAR	7,776	$739,175	0.29%
55	ACCENTURE PLC IRELAND	ACN	2,450	$732,281	0.28%
56	AMERICAN CENTY ETF TR	025072364	11,713	$728,941	0.28%
57	TESLA INC	TSLA	2,239	$711,241	0.28%
58	JPMORGAN CHASE & CO.	VYLD	2,356	$683,025	0.27%
59	SELECT SECTOR SPDR TR	81369Y209	4,825	$650,361	0.25%
60	NASDAQ INC	NDAQ	6,999	$625,851	0.24%
61	EA SERIES TRUST	02072L375	19,398	$624,228	0.24%
62	ISHARES TR	46435U713	12,527	$616,190	0.24%
63	INNOVATOR ETFS TRUST	INHD	19,207	$616,161	0.24%
64	ABBVIE INC	ABBV	3,211	$596,026	0.23%
65	ISHARES TR	46434V613	12,603	$582,615	0.23%
66	INVESCO EXCH TRD SLF IDX FD	IVZ	24,586	$573,591	0.22%
67	VERTIV HOLDINGS CO	VRT	4,301	$552,293	0.21%
68	INVESCO EXCH TRD SLF IDX FD	IVZ	28,100	$525,470	0.20%
69	FORD MTR CO	345370860	46,749	$507,223	0.20%
70	ECOLAB INC	ECL	1,882	$507,086	0.20%
71	ETF SER SOLUTIONS	26922A602	11,256	$490,895	0.19%
72	PALANTIR TECHNOLOGIES INC	PLTR	3,229	$440,177	0.17%
73	COLGATE PALMOLIVE CO	CL	4,768	$433,411	0.17%
74	ISHARES TR	464287200	694	$430,905	0.17%
75	ISHARES TR	464287226	4,215	$418,128	0.16%
76	CHEVRON CORP NEW	CVX	2,788	$399,275	0.15%
77	SERVICENOW INC	NOW	359	$369,081	0.14%
78	ISHARES TR	464289883	9,401	$367,297	0.14%
79	ISHARES TR	46434V621	5,545	$354,547	0.14%
80	TEXAS ROADHOUSE INC	TXRH	1,855	$347,646	0.13%
81	INNOVATOR ETFS TRUST	INHD	12,150	$342,266	0.13%
82	INNOVATOR ETFS TRUST	INHD	11,055	$340,494	0.13%
83	EVERCORE INC	EVR	1,223	$330,234	0.13%
84	KAYNE ANDERSON BDC INC	KBDC	21,559	$328,990	0.13%
85	INVESCO EXCH TRD SLF IDX FD	IVZ	14,073	$319,528	0.12%
86	ELI LILLY & CO	LLY	388	$302,281	0.12%
87	VANGUARD BD INDEX FDS	921937835	4,073	$299,864	0.12%
88	PEPSICO INC	PEP	2,253	$297,486	0.12%
89	ABBOTT LABS	ABLZF	2,056	$279,637	0.11%
90	COSTCO WHSL CORP NEW	22160K105	282	$279,163	0.11%
91	CONOCOPHILLIPS	COP	2,969	$266,395	0.10%
92	ISHARES TR	464288646	5,013	$264,486	0.10%
93	ISHARES TR	46434V407	6,051	$261,040	0.10%
94	INVESCO EXCH TRD SLF IDX FD	IVZ	15,523	$260,476	0.10%
95	ISHARES TR	464287457	3,073	$254,629	0.10%
96	DEERE & CO	DE	495	$251,703	0.10%
97	WP CAREY INC	92936U109	3,856	$240,537	0.09%
98	COCA COLA CO	KO	3,380	$239,121	0.09%
99	ISHARES TR	46438G570	8,615	$235,103	0.09%
100	ISHARES TR	464288687	7,440	$228,259	0.09%
101	TEXAS PACIFIC LAND CORPORATI	TPL	208	$219,729	0.09%
102	ISHARES TR	464289867	3,502	$215,618	0.08%
103	ORACLE CORP	ORCL-PD	986	$215,569	0.08%
104	BERKSHIRE HATHAWAY INC DEL	BRK-A	437	$212,282	0.08%
105	ALPHABET INC	GOOG	1,201	$211,671	0.08%
106	ENTERPRISE PRODS PARTNERS L	293792107	6,564	$203,550	0.08%
107	INTERNATIONAL BUSINESS MACHS	INTR	690	$203,398	0.08%
108	UNISYS CORP	UIS	36,859	$166,971	0.06%