Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

$630 Million
Q2 2025

Insight Wealth Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $630 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Direxion Daily S&P 500 Bull 3 X with a value of $20.1M, Jp Morgan ETF Tr Ultra Short I with a value of $15.7M, Ishares Iboxx $ Investment Gra with a value of $11.7M, Fidelity Merrimack Str Tr Tota with a value of $8.83M, and Ishares Gold Trust with a value of $5.58M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $592M to 630M.

Below you can find more details about Insight Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $630 Million

ETFs: $595 Million

Technology: $14.1 Million

Financial Services: $4.72 Million

Consumer Cyclical: $4.63 Million

Energy: $3.41 Million

Industrials: $2.19 Million

Consumer Defensive: $1.25 Million

Healthcare: $1.18 Million

Other: $1.79 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$20.1 Million 3.18% of portfolio	115,614	Q2 2025 Added 346.44%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$15.7 Million 2.5% of portfolio	310,301	Q2 2025 Added 84.47%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$11.7 Million 1.86% of portfolio	106,939	Q2 2025 Reduced 12.04%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$8.83 Million 1.4% of portfolio	192,949	Q2 2025 Added 2.98%
IAU Ishares Gold Trust ETFs	$55.2B	$5.58 Million 0.89% of portfolio	89,476	Q2 2025 Reduced 44.04%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$5.13 Million 0.81% of portfolio	46,639	Q2 2025 Added 0.93%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$4.88 Million 0.77% of portfolio	103,599	Q2 2025 Added 7.84%
GTO Invesco Actively Managed ETF T ETFs	$0	$4.82 Million 0.77% of portfolio	102,875	Q2 2025 Added 1.56%
NVDA Nvidia Corp Technology	$434B	$4.49 Million 0.71% of portfolio	28,392	Q2 2025 Added 0.77%
HYG Ishares Tr ETFs	$0	$4.23 Million 0.67% of portfolio	52,466	Q2 2025 Added 4.49%
IG Principal Fds Principal Invt G ETFs	$0	$3.83 Million 0.61% of portfolio	184,094	Q2 2025 Added 6.36%
FALN Ishares Tr Fallen Angels Usd B ETFs	$0	$3.64 Million 0.58% of portfolio	134,016	Q2 2025 Added 4.32%
EMB Ishares Tr ETFs	$0	$3.43 Million 0.54% of portfolio	37,079	Q2 2025 Added 0.81%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.77 Million 0.44% of portfolio	26,487	Q2 2025 Added 1.27%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$2.79 Million 0.44% of portfolio	50,387	Q2 2025 Added 4.22%
CMBS Ishares Cmbs ETF ETFs	$0	$2.61 Million 0.41% of portfolio	53,573	Q2 2025 Added 2.88%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$2.41 Million 0.38% of portfolio	26,128	Q2 2025 Added 1.31%
AMZN Amazon Com Inc Consumer Cyclical	$2.33T	$2.32 Million 0.37% of portfolio	10,555	Q2 2025 Added 2.6%
BSMU Invesco Exchange Self Ind Tr ETFs	$0	$2.26 Million 0.36% of portfolio	105,210	Q2 2025 Reduced 20.53%
UMI Uscf ETF Tr Uscf Midstream Ene ETFs	$0	$2.14 Million 0.34% of portfolio	42,006	Q2 2025 Added 211.76%
AAPL Apple Inc. Technology	$3.73T	$2.06 Million 0.33% of portfolio	10,021	Q2 2025 Reduced 0.39%
AVGO Broadcom Inc. Technology	$120B	$2.07 Million 0.33% of portfolio	7,512	Q2 2025 Added 4.62%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.06 Million 0.33% of portfolio	25,950	Q2 2025 Added 1.53%
SOXX Ishares Semiconductor ETF ETFs	$0	$1.9 Million 0.3% of portfolio	7,966	Q2 2025 Added 3.86%
PHYS Sprott Physical Gold Trust Financial Services	$0	$1.88 Million 0.3% of portfolio	74,065	Q2 2025 Reduced 11.86%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.69 Million 0.27% of portfolio	21,331	Q2 2025 Added 2.23%
TACK Capitol Ser Tr Fairlead Tactic ETFs	$0	$1.64 Million 0.26% of portfolio	58,043	Q2 2025 Added 2.06%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.57 Million 0.25% of portfolio	17,202	Q2 2025 Added 3.5%
GLD Spdr Gold Trust ETFs	$110B	$1.41 Million 0.22% of portfolio	4,638	Q2 2025 Added 15.12%
FANG Diamondback Energy, Inc. Energy	$26.4B	$1.31 Million 0.21% of portfolio	9,536	Q4 2024 Reduced 0.03%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.27 Million 0.2% of portfolio	23,087	Q2 2025 Added 3.96%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$1.2 Million 0.19% of portfolio	41,208	Q2 2025 Reduced 1.42%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$1.17 Million 0.19% of portfolio	14,381	Q2 2025 Added 7.91%
MSFT Microsoft Corp Technology	$3.78T	$1.23 Million 0.19% of portfolio	2,464	Q2 2025 Added 9.51%
CSCO Cisco Systems, Inc. Technology	$284B	$1.2 Million 0.19% of portfolio	17,286	Q2 2025 Added 0.73%
OPER ETF Ser Solutions Clearshares ETFs	$0	$1.09 Million 0.17% of portfolio	10,853	Q2 2025 Added 3.82%
PULS Pgim ETF Tr ETFs	$0	$1.02 Million 0.16% of portfolio	20,494	Q2 2025 Added 4.22%
WEA Western Asset Premier Bond Fund Financial Services	$0	$992,000 0.16% of portfolio	91,513	Q2 2025 Added 0.83%
XOM Exxon Mobil Corp Energy	$476B	$1.01 Million 0.16% of portfolio	9,359	Q2 2025 Added 1.68%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$917,000 0.15% of portfolio	46,712	Q2 2025 Added 4.48%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$939,000 0.15% of portfolio	45,829	Q2 2025 Added 4.5%
TXN Texas Instruments Inc Technology	$177B	$961,000 0.15% of portfolio	4,940	Q2 2025 Reduced 47.51%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$920,000 0.15% of portfolio	47,156	Q2 2025 Added 4.44%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$950,000 0.15% of portfolio	35,884	Q2 2025 Added 17.74%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$881,000 0.14% of portfolio	20,139	Q2 2025 Added 13.38%
RTX Raytheon Technologies Corp Industrials	$233B	$828,000 0.13% of portfolio	5,676	Q2 2025 Reduced 7.84%
META Meta Platforms, Inc. Communication Services	$1.66T	$836,000 0.13% of portfolio	1,133	Q2 2025 Added 5.0%
SHV Ishares Tr ETFs	$0	$833,000 0.13% of portfolio	7,552	Q2 2025 Added 2.69%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$821,000 0.13% of portfolio	1,330	Q2 2025 Added 17.6%
ACN Accenture PLC Technology	$164B	$732,000 0.12% of portfolio	2,450	Q2 2025 Added 0.66%

Summary

Portfolio
No. of Stocks 108
Current Value $630 Million
Prior Value $592 Million
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 6 stocks
Additional Purchases 66 stocks
Sold out of 0 stocks
Reduced holdings in 20 stocks

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Insight Wealth Partners, LLC Portfolio Holdings