Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025

Insight Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $692 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $23.5M, Direxion Daily S&P 500 Bull 3 X with a value of $21.5M, Ishares Iboxx $ Investment Gra with a value of $13.6M, Jp Morgan ETF Tr Ultra Short I with a value of $13.2M, and Fidelity Merrimack Str Tr Tota with a value of $10.5M.

Examining the 13F form we can see an increase of $61.5M in the current position value, from $630M to 692M.

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

Portfolio value $692 Million
ETFs: $653 Million
Technology: $16 Million
Financial Services: $5.36 Million
Consumer Cyclical: $5.29 Million
Energy: $3.64 Million
Industrials: $2.32 Million
Communication Services: $1.39 Million
Healthcare: $1.24 Million
Other: $1.92 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.5 Million 3.39% of portfolio
279,065
Q3 2025 New
$0
$21.5 Million 3.11% of portfolio
101,417
Q3 2025 Reduced 12.28%
$0
$13.6 Million 1.96% of portfolio
121,766
Q3 2025 Added 13.86%
$0
$13.2 Million 1.91% of portfolio
260,982
Q3 2025 Reduced 15.89%
$0
$10.5 Million 1.52% of portfolio
226,771
Q3 2025 Added 17.53%
$65.3B
$6.49 Million 0.94% of portfolio
89,243
Q3 2025 Reduced 0.26%
$0
$6.06 Million 0.88% of portfolio
54,443
Q3 2025 Added 16.73%
$0
$6.02 Million 0.87% of portfolio
126,716
Q3 2025 Added 22.31%
$0
$5.92 Million 0.86% of portfolio
124,604
Q3 2025 Added 21.12%
$0
$5.06 Million 0.73% of portfolio
62,373
Q3 2025 Added 18.88%
$0
$4.33 Million 0.63% of portfolio
155,856
Q3 2025 Added 16.3%
$0
$4.11 Million 0.59% of portfolio
194,883
Q3 2025 Added 5.86%
$0
$3.97 Million 0.57% of portfolio
41,671
Q3 2025 Added 12.38%
$0
$3.36 Million 0.49% of portfolio
31,580
Q3 2025 Added 19.23%
$0
$3.11 Million 0.45% of portfolio
63,291
Q3 2025 Added 18.14%
$0
$3.06 Million 0.44% of portfolio
50,926
Q3 2025 Added 1.07%
$0
$2.61 Million 0.38% of portfolio
32,614
Q3 2025 Added 25.68%
$0
$2.3 Million 0.33% of portfolio
44,719
Q3 2025 Added 6.46%
$0
$2.27 Million 0.33% of portfolio
103,724
Q3 2025 Reduced 1.41%
$0
$2.17 Million 0.31% of portfolio
8,008
Q3 2025 Added 0.53%
$0
$1.96 Million 0.28% of portfolio
22,017
Q3 2025 Added 3.22%
$0
$1.84 Million 0.27% of portfolio
61,152
Q3 2025 Added 5.36%
$0
$1.77 Million 0.26% of portfolio
17,799
Q3 2025 Added 3.47%
$130B
$1.5 Million 0.22% of portfolio
4,210
Q3 2025 Reduced 9.23%
$0
$1.53 Million 0.22% of portfolio
15,780
Q3 2025 Added 9.73%
$0
$1.49 Million 0.21% of portfolio
25,861
Q3 2025 Added 12.02%
$0
$1.36 Million 0.2% of portfolio
42,567
Q3 2025 Added 3.3%
$0
$1.16 Million 0.17% of portfolio
25,001
Q3 2025 Added 24.14%
$0
$1.08 Million 0.16% of portfolio
10,753
Q3 2025 Reduced 0.92%
$0
$1.02 Million 0.15% of portfolio
37,287
Q3 2025 Added 3.91%
$0
$972,000 0.14% of portfolio
14,416
Q3 2025 Added 23.08%
$0
$997,000 0.14% of portfolio
20,023
Q3 2025 Reduced 2.3%
$0
$920,000 0.13% of portfolio
47,054
Q3 2025 Reduced 0.22%
$0
$925,000 0.13% of portfolio
1,389
Q3 2025 Added 4.44%
$0
$882,000 0.13% of portfolio
44,775
Q3 2025 Reduced 4.15%
$0
$930,000 0.13% of portfolio
45,236
Q3 2025 Reduced 1.29%
$0
$901,000 0.13% of portfolio
8,163
Q3 2025 Added 8.09%
$0
$799,000 0.12% of portfolio
15,129
Q3 2025 Added 20.77%
$0
$811,000 0.12% of portfolio
17,375
Q3 2025 Added 37.86%
$0
$809,000 0.12% of portfolio
24,662
Q3 2025 Added 28.4%
$0
$712,000 0.1% of portfolio
5,122
Q3 2025 Added 6.16%
$0
$553,000 0.08% of portfolio
29,426
Q3 2025 Added 4.72%
$0
$580,000 0.08% of portfolio
24,797
Q3 2025 Added 0.86%
$0
$480,000 0.07% of portfolio
10,860
Q3 2025 Reduced 3.52%
$0
$464,000 0.07% of portfolio
694
Q2 2023 New
$0
$413,000 0.06% of portfolio
4,120
Q3 2025 Reduced 2.25%
$0
$348,000 0.05% of portfolio
8,045
Q3 2025 Added 32.95%
$0
$327,000 0.05% of portfolio
4,287
Q3 2025 New
$0
$320,000 0.05% of portfolio
14,073
Q2 2025 Added 6.87%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $692 Million
  • Prior Value $630 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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