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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
NEW	ISHARES TR	464287440	+35,139	+$3.4M	$0
ADD	ISHARES TR	464287242	+13,284	+$1.5M	-$155,909
NEW	DIREXION SHS ETF TR	25459Y165	+4,986	+$917,923	$0
NEW	ROCKET LAB CORP	RKLB	+11,949	+$833,562	$0
EXITED	HOME DEPOT INC	437076102	-1,990	-$806,347	$0
ADD	ALPHABET INC	GOOG	+2,356	+$737,456	+$83,935
NEW	DUTCH BROS INC	BROS	+11,657	+$713,642	$0
ADD	ISHARES TR	46438G570	+21,108	+$659,203	+$9,302
EXITED	NASDAQ INC	631103108	-6,999	-$619,062	$0
ADD	CARVANA CO	CVNA	+1,361	+$574,369	+$36,003

Sector Allocation

Financials

2.0%$14.8M

Technology

1.9%$14.1M

Consumer Discretionary

0.7%$5.1M

Industrials

0.6%$4.2M

Energy

0.4%$3.1M

Materials

0.3%$2.0M

Communication Services

0.1%$981,027

Healthcare

0.1%$949,724

Consumer Staples

0.1%$791,151

Filing History

Feb 17, 202613F HOLDINGS REPORTQ/E Dec 2025115 pos · $729.7M
Nov 12, 202513F HOLDINGS REPORTQ/E Sep 2025115 pos · $328.3M
Jul 31, 202513F HOLDINGS REPORTQ/E Jun 2025108 pos · $257.7M
May 15, 202513F HOLDINGS REPORTQ/E Mar 2025108 pos · $600.7M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 202495 pos · $730.0M
Nov 13, 202413F HOLDINGS REPORTQ/E Sep 2024100 pos · $506.3M
Jul 18, 202413F HOLDINGS REPORTQ/E Jun 202491 pos · $578.1M
May 10, 202413F HOLDINGS REPORTQ/E Mar 202488 pos · $580.8M
Oct 30, 202313F HOLDINGS REPORTQ/E Dec 202369 pos · $516.8M

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%