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 ETFs Only

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	$53.5B	$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%
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%
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%
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%
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	$106B	$1.41 Million 0.22% of portfolio	4,638	Q2 2025 Added 15.12%
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%
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%
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%
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%
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%
AVIV American Centy ETF Tr Avantis	$0	$729,000 0.12% of portfolio	11,713	Q2 2025 Added 8.42%
IFRA Ishares Tr ETFs	$0	$616,000 0.1% of portfolio	12,527	Q2 2025 Added 12.64%
XLV Select Sector Spdr Fund Health ETFs	$0	$650,000 0.1% of portfolio	4,825	Q2 2025 Reduced 0.76%
BALT Innovator Etfs Tr	$0	$616,000 0.1% of portfolio	19,207	Q2 2025 Added 55.25%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$582,000 0.09% of portfolio	12,603	Q2 2025 Added 0.24%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$573,000 0.09% of portfolio	24,586	Q2 2025 Reduced 95.7%
VBND ETF Ser Solutions Vident Core ETFs	$0	$490,000 0.08% of portfolio	11,256	Q2 2025 Reduced 0.39%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$525,000 0.08% of portfolio	28,100	Q2 2025 Added 8.37%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$418,000 0.07% of portfolio	4,215	Q2 2025 Added 46.97%
IVV Ishares Core S&P 500 ETF ETFs	$0	$430,000 0.07% of portfolio	694	Q2 2023 New
AOK Ishares Tr Core Conservative A ETFs	$0	$367,000 0.06% of portfolio	9,401	Q3 2024 Added 45.3%
DGRO Ishares Core Dividend Growth E ETFs	$0	$354,000 0.06% of portfolio	5,545	Q4 2024 Reduced 17.96%
BSJR Invesco Indx Tr ETFs	$0	$319,000 0.05% of portfolio	14,073	Q2 2025 Added 6.87%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$299,000 0.05% of portfolio	4,073	Q2 2025 Reduced 29.62%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Portfolio Holdings