Insight Wealth Partners, LLC
CIK: 0001627003SEC EDGAR →
Portfolio Value
$729.7M
Holdings
114
As of
Q4 2025
New Positions
11
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPYCall SPDR S&P 500 ETF TR | 720,334 | $491.2M | 67.32% |
| 2 | VANGUARD SCOTTSDALE FDS | 275,950 | $23.1M | 3.17% |
| 3 | DIREXION SHS ETF TR | 99,158 | $21.9M | 3.00% |
| 4 | ISHARES TR | 135,050 | $14.9M | 2.04% |
| 5 | J P MORGAN EXCHANGE TRADED F | 268,202 | $13.6M | 1.86% |
| 6 | FIDELITY MERRIMACK STR TR | 237,809 | $10.9M | 1.50% |
| 7 | ISHARES GOLD TR | 91,789 | $7.5M | 1.02% |
| 8 | J P MORGAN EXCHANGE TRADED F | 122,056 | $6.6M | 0.90% |
| 9 | VICTORY PORTFOLIOS II | 135,743 | $6.4M | 0.88% |
| 10 | ISHARES TR | 57,225 | $6.3M | 0.86% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $676.7M | 92.7% |
| Unknown | 8 | $18.8M | 2.6% |
| Technology | 12 | $16.4M | 2.2% |
| Consumer Cyclical | 6 | $6.0M | 0.8% |
| Energy | 5 | $3.4M | 0.5% |
| Industrials | 5 | $3.3M | 0.5% |
| Communication Services | 3 | $2.0M | 0.3% |
| Healthcare | 3 | $1.2M | 0.2% |
| Consumer Defensive | 4 | $1.0M | 0.1% |
| Basic Materials | 1 | $463K | 0.1% |
| Real Estate | 1 | $249K | 0.0% |