13F HOLDINGS REPORT

Insight Wealth Partners, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004687

Total Value

$328.3M

Positions

115

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (115)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR S&P 500 ETF TR	SPY	716,800	$102.1M	31.08%
2	VANGUARD SCOTTSDALE FDS	92206C870	279,065	$23.5M	7.15%
3	DIREXION SHS ETF TR	25459W862	101,417	$21.5M	6.55%
4	ISHARES TR	464287242	121,766	$13.6M	4.13%
5	J P MORGAN EXCHANGE TRADED F	46641Q837	260,982	$13.2M	4.03%
6	FIDELITY MERRIMACK STR TR	316188309	226,771	$10.5M	3.19%
7	ISHARES GOLD TR	IAU	89,243	$6.5M	1.98%
8	J P MORGAN EXCHANGE TRADED F	46654Q716	114,961	$6.2M	1.90%
9	ISHARES TR	464287176	54,443	$6.1M	1.84%
10	VICTORY PORTFOLIOS II	92647N527	126,716	$6.0M	1.83%
11	INVESCO ACTIVELY MANAGED EXC	IVZ	124,604	$5.9M	1.80%
12	NVIDIA CORPORATION	NVDA	28,731	$5.4M	1.63%
13	ISHARES TR	464288513	62,373	$5.1M	1.54%
14	ISHARES TR	46435G474	155,856	$4.3M	1.32%
15	PRINCIPAL EXCHANGE TRADED FD	74255Y821	194,883	$4.1M	1.25%
16	ISHARES TR	464288281	41,671	$4.0M	1.21%
17	ISHARES TR	464288414	31,580	$3.4M	1.02%
18	ISHARES TR	46429B366	63,291	$3.1M	0.95%
19	DBX ETF TR	233051143	50,926	$3.1M	0.93%
20	PIMCO ETF TR	72201R775	31,882	$3.0M	0.91%
21	VANGUARD SCOTTSDALE FDS	92206C409	32,614	$2.6M	0.79%
22	APPLE INC	AAPL	10,092	$2.6M	0.78%
23	BROADCOM INC	AVGO	7,667	$2.5M	0.77%
24	AMAZON COM INC	AMZN	10,664	$2.3M	0.71%
25	ISHARES TR	46436E494	26,293	$2.3M	0.70%
26	USCF ETF TR	90290T882	44,719	$2.3M	0.70%
27	INVESCO EXCH TRD SLF IDX FD	IVZ	103,724	$2.3M	0.69%
28	SPROTT ASSET MANAGEMENT LP	SII	74,065	$2.2M	0.67%
29	ISHARES TR	464287523	8,008	$2.2M	0.66%
30	AMERICAN CENTY ETF TR	025072802	22,017	$2.0M	0.60%
31	CAPITOL SER TR	14064D550	61,152	$1.8M	0.56%
32	AMERICAN CENTY ETF TR	025072877	17,799	$1.8M	0.54%
33	FIRST TR EXCHANGE TRADED FD	33738R704	15,780	$1.5M	0.46%
34	SPDR GOLD TR	GLD	4,210	$1.5M	0.46%
35	PACER FDS TR	69374H881	25,861	$1.5M	0.45%
36	DIAMONDBACK ENERGY INC	FANG	9,536	$1.4M	0.42%
37	SCHWAB STRATEGIC TR	808524300	42,567	$1.4M	0.41%
38	EA SERIES TRUST	02072L375	39,357	$1.3M	0.40%
39	MICROSOFT CORP	MSFT	2,498	$1.3M	0.39%
40	CISCO SYS INC	CSCO	17,279	$1.2M	0.36%
41	DBX ETF TR	233051200	25,001	$1.2M	0.35%
42	EXXON MOBIL CORP	XOM	9,929	$1.1M	0.34%
43	ETF SER SOLUTIONS	26922A453	10,753	$1.1M	0.33%
44	WESTERN ASSET PREMIER BD FD	957664105	94,387	$1.1M	0.32%
45	SCHWAB STRATEGIC TR	808524797	37,287	$1.0M	0.31%
46	PGIM ETF TR	69344A107	20,023	$997,746	0.30%
47	AMERICAN CENTY ETF TR	025072364	14,416	$972,196	0.30%
48	TESLA INC	TSLA	2,178	$968,600	0.30%
49	RTX CORPORATION	RTX	5,667	$948,259	0.29%
50	PALANTIR TECHNOLOGIES INC	PLTR	5,146	$938,733	0.29%
51	INVESCO EXCH TRD SLF IDX FD	IVZ	45,236	$930,505	0.28%
52	SPDR S&P 500 ETF TR	SPY	1,389	$925,434	0.28%
53	INNOVATOR ETFS TRUST	INHD	28,990	$924,201	0.28%
54	INVESCO EXCH TRD SLF IDX FD	IVZ	47,054	$920,376	0.28%
55	TEXAS INSTRS INC	882508104	4,939	$907,442	0.28%
56	ISHARES TR	464288679	8,163	$901,930	0.27%
57	INVESCO EXCH TRD SLF IDX FD	IVZ	44,775	$882,515	0.27%
58	JPMORGAN CHASE & CO.	VYLD	2,680	$845,385	0.26%
59	META PLATFORMS INC	META	1,143	$839,426	0.26%
60	ISHARES TR	46434V613	17,375	$811,608	0.25%
61	INNOVATOR ETFS TRUST	INHD	24,662	$809,407	0.25%
62	HOME DEPOT INC	HD	1,990	$806,347	0.25%
63	ISHARES TR	46435U713	15,129	$799,104	0.24%
64	PACCAR INC	PCAR	7,787	$765,651	0.23%
65	ABBVIE INC	ABBV	3,206	$742,317	0.23%
66	SELECT SECTOR SPDR TR	81369Y209	5,122	$712,843	0.22%
67	VERTIV HOLDINGS CO	VRT	4,347	$655,791	0.20%
68	NASDAQ INC	NDAQ	6,999	$619,062	0.19%
69	INVESCO EXCH TRD SLF IDX FD	IVZ	24,797	$580,374	0.18%
70	FORD MTR CO	345370860	47,316	$565,898	0.17%
71	INVESCO EXCH TRD SLF IDX FD	IVZ	29,426	$553,503	0.17%
72	ECOLAB INC	ECL	1,789	$489,936	0.15%
73	ETF SER SOLUTIONS	26922A602	10,860	$480,659	0.15%
74	ISHARES TR	464287200	694	$464,494	0.14%
75	ACCENTURE PLC IRELAND	ACN	1,746	$430,564	0.13%
76	EVERCORE INC	EVR	1,254	$422,999	0.13%
77	CHEVRON CORP NEW	CVX	2,689	$417,573	0.13%
78	ISHARES TR	464287226	4,120	$413,030	0.13%
79	COLGATE PALMOLIVE CO	CL	4,777	$381,873	0.12%
80	ISHARES TR	464289883	9,401	$377,544	0.11%
81	ISHARES TR	46438G570	12,081	$367,987	0.11%
82	ISHARES TR	46434V621	5,229	$355,990	0.11%
83	ISHARES TR	46434V407	8,045	$348,349	0.11%
84	SERVICENOW INC	NOW	368	$338,663	0.10%
85	VANECK ETF TRUST	92189F106	4,287	$327,527	0.10%
86	INVESCO EXCH TRD SLF IDX FD	IVZ	14,073	$320,020	0.10%
87	ISHARES TR	464287457	3,819	$316,824	0.10%
88	PEPSICO INC	PEP	2,253	$316,411	0.10%
89	TEXAS ROADHOUSE INC	TXRH	1,855	$308,208	0.09%
90	CARVANA CO	CVNA	804	$303,301	0.09%
91	INNOVATOR ETFS TRUST	INHD	11,132	$294,893	0.09%
92	INNOVATOR ETFS TRUST	INHD	11,082	$293,230	0.09%
93	ALPHABET INC	GOOG	1,201	$291,992	0.09%
94	ISHARES TR	464288687	9,187	$290,493	0.09%
95	CONOCOPHILLIPS	COP	2,992	$282,991	0.09%
96	ABBOTT LABS	ABLZF	2,057	$275,515	0.08%
97	ORACLE CORP	ORCL-PD	974	$273,928	0.08%
98	INVESCO EXCH TRD SLF IDX FD	IVZ	15,818	$267,324	0.08%
99	ISHARES TR	464288646	5,022	$266,317	0.08%
100	WP CAREY INC	92936U109	3,856	$260,550	0.08%
101	DOORDASH INC	DASH	952	$258,934	0.08%
102	VANGUARD BD INDEX FDS	921937835	3,435	$255,448	0.08%
103	COSTCO WHSL CORP NEW	22160K105	269	$248,994	0.08%
104	ENTERPRISE PRODS PARTNERS L	293792107	7,714	$241,217	0.07%
105	INNOVATOR ETFS TRUST	INHD	7,090	$231,262	0.07%
106	DEERE & CO	DE	495	$226,344	0.07%
107	INNOVATOR ETFS TRUST	INHD	11,110	$224,366	0.07%
108	ELI LILLY & CO	LLY	294	$223,963	0.07%
109	ISHARES TR	464289867	3,467	$223,205	0.07%
110	COCA COLA CO	KO	3,355	$222,498	0.07%
111	BP PLC	BPPFF	6,410	$220,889	0.07%
112	BERKSHIRE HATHAWAY INC DEL	BRK-A	437	$219,698	0.07%
113	ISHARES TR	464289859	2,390	$210,618	0.06%
114	ETF SER SOLUTIONS	26922A404	6,366	$204,285	0.06%
115	UNISYS CORP	UIS	36,859	$143,750	0.04%