Institutional Manager · CIK 0001627003
Insight Wealth Partners, LLC
PLANO, TX · File #028-20201
Latest AUM
$729.7M
Positions
115
Top-10 Concentration
86.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025115 pos · $729.7M
- 13F HOLDINGS REPORTQ/E Sep 2025115 pos · $328.3M
- 13F HOLDINGS REPORTQ/E Jun 2025108 pos · $257.7M
- 13F HOLDINGS REPORTQ/E Mar 2025108 pos · $600.7M
- 13F HOLDINGS REPORTQ/E Dec 202495 pos · $730.0M
- 13F HOLDINGS REPORTQ/E Sep 2024100 pos · $506.3M
- 13F HOLDINGS REPORTQ/E Jun 202491 pos · $578.1M
- 13F HOLDINGS REPORTQ/E Mar 202488 pos · $580.8M
- 13F HOLDINGS REPORTQ/E Dec 202369 pos · $516.8M
- 13F HOLDINGS REPORTQ/E Sep 202371 pos · $431.4M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $445.6M
- 13F HOLDINGS REPORTQ/E Mar 202359 pos · $133.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 717,600 | $489.3M | 70.14% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C870 | 275,950 | $23.1M | 3.31% |
| 3 | DIREXION SHS ETF TR | 25459W862 | 99,158 | $21.9M | 3.14% |
| 4 | ISHARES TR | 464287242 | 135,050 | $14.9M | 2.13% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 268,202 | $13.6M | 1.94% |
| 6 | FIDELITY MERRIMACK STR TR | 316188309 | 237,809 | $10.9M | 1.57% |
| 7 | ISHARES GOLD TR | IAU | 91,789 | $7.5M | 1.07% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 122,056 | $6.6M | 0.95% |
| 9 | VICTORY PORTFOLIOS II | 92647N527 | 135,743 | $6.4M | 0.92% |
| 10 | ISHARES TR | 464287176 | 57,225 | $6.3M | 0.90% |
| 11 | INVESCO ACTIVELY MANAGED EXC | IVZ | 132,028 | $6.3M | 0.90% |
| 12 | ISHARES TR | 464288513 | 68,284 | $5.5M | 0.79% |
| 13 | NVIDIA CORPORATION | NVDA | 27,268 | $5.1M | 0.73% |
| 14 | ISHARES TR | 46435G474 | 174,199 | $4.8M | 0.68% |
| 15 | PRINCIPAL EXCHANGE TRADED FD | 74255Y821 | 220,590 | $4.6M | 0.66% |
| 16 | ISHARES TR | 464288281 | 45,131 | $4.3M | 0.62% |
| 17 | ISHARES TR | 464288414 | 33,015 | $3.5M | 0.51% |
| 18 | ISHARES TR | 464287440 | 35,139 | $3.4M | 0.48% |
| 19 | ISHARES TR | 46429B366 | 66,397 | $3.3M | 0.47% |
| 20 | PIMCO ETF TR | 72201R775 | 33,750 | $3.1M | 0.45% |