Insight Wealth Partners, LLC
CIK: 0001627003SEC EDGAR →
Portfolio Value
$730K
Holdings
114
As of
Q4 2025
New Positions
11
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 275,950 | $23.1M | 3167.14% |
| 2 | DIREXION SHS ETF TR | 99,158 | $21.9M | 2997.89% |
| 3 | ISHARES TR | 135,050 | $14.9M | 2039.39% |
| 4 | J P MORGAN EXCHANGE TRADED F | 268,202 | $13.6M | 1859.45% |
| 5 | FIDELITY MERRIMACK STR TR | 237,809 | $10.9M | 1500.38% |
| 6 | ISHARES GOLD TR | 91,789 | $7.5M | 1021.00% |
| 7 | J P MORGAN EXCHANGE TRADED F | 122,056 | $6.6M | 904.37% |
| 8 | VICTORY PORTFOLIOS II | 135,743 | $6.4M | 880.93% |
| 9 | ISHARES TR | 57,225 | $6.3M | 861.88% |
| 10 | INVESCO ACTIVELY MANAGED EXC | 132,028 | $6.3M | 857.91% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $185.5M | 78.3% |
| Unknown | 8 | $18.8M | 7.9% |
| Technology | 12 | $16.1M | 6.8% |
| Consumer Cyclical | 6 | $6.0M | 2.6% |
| Energy | 5 | $3.4M | 1.4% |
| Industrials | 5 | $3.3M | 1.4% |
| Communication Services | 3 | $1.3M | 0.6% |
| Healthcare | 3 | $884K | 0.4% |
| Consumer Defensive | 4 | $790K | 0.3% |
| Basic Materials | 1 | $463K | 0.2% |
| Real Estate | 1 | $249K | 0.1% |