Insight Wealth Partners, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$328.3M
Holdings
114
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 718,189 | $103.0M | 31.36% | Call |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 279,065 | $23.5M | 7.15% | |
| 3 | SPXLDIREXION SHS ETF TR | 101,417 | $21.5M | 6.55% | |
| 4 | LQDISHARES TR | 121,766 | $13.6M | 4.13% | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 260,982 | $13.2M | 4.03% | |
| 6 | FBNDFIDELITY MERRIMACK STR TR | 226,771 | $10.5M | 3.19% | |
| 7 | IAU*ISHARES GOLD TR | 89,243 | $6.5M | 1.98% | |
| 8 | JBNDJ P MORGAN EXCHANGE TRADED F | 114,961 | $6.2M | 1.90% | |
| 9 | TIPISHARES TR | 54,443 | $6.1M | 1.84% | |
| 10 | UITBVICTORY PORTFOLIOS II | 126,716 | $6.0M | 1.83% | |
| 11 | GTOINVESCO ACTIVELY MANAGED EXC | 124,604 | $5.9M | 1.80% | |
| 12 | NVDANVIDIA CORPORATION | 28,731 | $5.4M | 1.63% | |
| 13 | HYGISHARES TR | 62,373 | $5.1M | 1.54% | |
| 14 | FALNISHARES TR | 155,856 | $4.3M | 1.32% | |
| 15 | PIEQPRINCIPAL EXCHANGE TRADED FD | 194,883 | $4.1M | 1.25% | |
| 16 | EMBISHARES TR | 41,671 | $4.0M | 1.21% | |
| 17 | MUBISHARES TR | 31,580 | $3.4M | 1.02% | |
| 18 | CMBSISHARES TR | 63,291 | $3.1M | 0.95% | |
| 19 | SNPEDBX ETF TR | 50,926 | $3.1M | 0.93% | |
| 20 | BONDPIMCO ETF TR | 31,882 | $3.0M | 0.91% | |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 32,614 | $2.6M | 0.79% | |
| 22 | AAPLAPPLE INC | 10,092 | $2.6M | 0.78% | |
| 23 | AVGOBROADCOM INC | 7,667 | $2.5M | 0.77% | |
| 24 | AMZNAMAZON COM INC | 10,664 | $2.3M | 0.71% | |
| 25 | LQDBISHARES TR | 26,293 | $2.3M | 0.70% | |
| 26 | UMIUSCF ETF TR | 44,719 | $2.3M | 0.70% | |
| 27 | BSMUINVESCO EXCH TRD SLF IDX FD | 103,724 | $2.3M | 0.69% | |
| 28 | PHYS/USPROTT ASSET MANAGEMENT LP | 74,065 | $2.2M | 0.67% | |
| 29 | SOXXISHARES TR | 8,008 | $2.2M | 0.66% | |
| 30 | AVDVAMERICAN CENTY ETF TR | 22,017 | $2.0M | 0.60% | |
| 31 | TACKCAPITOL SER TR | 61,152 | $1.8M | 0.56% | |
| 32 | AVUVAMERICAN CENTY ETF TR | 17,799 | $1.8M | 0.54% | |
| 33 | AIRRFIRST TR EXCHANGE TRADED FD | 15,780 | $1.5M | 0.46% | |
| 34 | GQ9SPDR GOLD TR | 4,210 | $1.5M | 0.46% | |
| 35 | COWZPACER FDS TR | 25,861 | $1.5M | 0.45% | |
| 36 | FANGDIAMONDBACK ENERGY INC | 9,536 | $1.4M | 0.42% | |
| 37 | SCHGSCHWAB STRATEGIC TR | 42,567 | $1.4M | 0.41% | |
| 38 | TBGEA SERIES TRUST | 39,357 | $1.3M | 0.40% | |
| 39 | MSFTMICROSOFT CORP | 2,498 | $1.3M | 0.39% | |
| 40 | CSCOCISCO SYS INC | 17,279 | $1.2M | 0.36% | |
| 41 | DBEFDBX ETF TR | 25,001 | $1.2M | 0.35% | |
| 42 | XOMEXXON MOBIL CORP | 9,929 | $1.1M | 0.34% | |
| 43 | OPERETF SER SOLUTIONS | 10,753 | $1.1M | 0.33% | |
| 44 | WEAWESTERN ASSET PREMIER BD FD | 94,387 | $1.1M | 0.32% | |
| 45 | SCHDSCHWAB STRATEGIC TR | 37,287 | $1.0M | 0.31% | |
| 46 | PULSPGIM ETF TR | 20,023 | $997K | 0.30% | |
| 47 | AVIVAMERICAN CENTY ETF TR | 14,416 | $972K | 0.30% | |
| 48 | TSLATESLA INC | 2,178 | $968K | 0.29% | |
| 49 | RTXRTX CORPORATION | 5,667 | $948K | 0.29% | |
| 50 | PLTRPALANTIR TECHNOLOGIES INC | 5,146 | $938K | 0.29% | |
| 51 | BSCSINVESCO EXCH TRD SLF IDX FD | 45,236 | $930K | 0.28% | |
| 52 | ZALTINNOVATOR ETFS TRUST | 28,990 | $924K | 0.28% | |
| 53 | BSCQINVESCO EXCH TRD SLF IDX FD | 47,054 | $920K | 0.28% | |
| 54 | TXNTEXAS INSTRS INC | 4,939 | $907K | 0.28% | |
| 55 | SHVISHARES TR | 8,163 | $901K | 0.27% | |
| 56 | BSCRINVESCO EXCH TRD SLF IDX FD | 44,775 | $882K | 0.27% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,680 | $845K | 0.26% | |
| 58 | METAMETA PLATFORMS INC | 1,143 | $839K | 0.26% | |
| 59 | IUSBISHARES TR | 17,375 | $811K | 0.25% | |
| 60 | DDTOINNOVATOR ETFS TRUST | 24,662 | $809K | 0.25% | |
| 61 | HDHOME DEPOT INC | 1,990 | $806K | 0.25% | |
| 62 | IFRAISHARES TR | 15,129 | $799K | 0.24% | |
| 63 | PCARPACCAR INC | 7,787 | $765K | 0.23% | |
| 64 | ABBVABBVIE INC | 3,206 | $742K | 0.23% | |
| 65 | XLVSELECT SECTOR SPDR TR | 5,122 | $712K | 0.22% | |
| 66 | VRTVERTIV HOLDINGS CO | 4,347 | $655K | 0.20% | |
| 67 | NDAQNASDAQ INC | 6,999 | $619K | 0.19% | |
| 68 | BSJQINVESCO EXCH TRD SLF IDX FD | 24,797 | $580K | 0.18% | |
| 69 | FFORD MTR CO | 47,316 | $565K | 0.17% | |
| 70 | BSCTINVESCO EXCH TRD SLF IDX FD | 29,426 | $553K | 0.17% | |
| 71 | ECLECOLAB INC | 1,789 | $489K | 0.15% | |
| 72 | VBNDETF SER SOLUTIONS | 10,860 | $480K | 0.15% | |
| 73 | IVVISHARES TR | 694 | $464K | 0.14% | |
| 74 | ACNACCENTURE PLC IRELAND | 1,746 | $430K | 0.13% | |
| 75 | EVREVERCORE INC | 1,254 | $422K | 0.13% | |
| 76 | CVXCHEVRON CORP NEW | 2,689 | $417K | 0.13% | |
| 77 | AGGISHARES TR | 4,120 | $413K | 0.13% | |
| 78 | CLCOLGATE PALMOLIVE CO | 4,777 | $381K | 0.12% | |
| 79 | AOKISHARES TR | 9,401 | $377K | 0.11% | |
| 80 | AQLTISHARES TR | 12,081 | $367K | 0.11% | |
| 81 | DGROISHARES TR | 5,229 | $355K | 0.11% | |
| 82 | SHYGISHARES TR | 8,045 | $348K | 0.11% | |
| 83 | NOWSERVICENOW INC | 368 | $338K | 0.10% | |
| 84 | GDXVANECK ETF TRUST | 4,287 | $327K | 0.10% | |
| 85 | BSJRINVESCO EXCH TRD SLF IDX FD | 14,073 | $320K | 0.10% | |
| 86 | SHYISHARES TR | 3,819 | $316K | 0.10% | |
| 87 | PEPPEPSICO INC | 2,253 | $316K | 0.10% | |
| 88 | TXRHTEXAS ROADHOUSE INC | 1,855 | $308K | 0.09% | |
| 89 | CVNACARVANA CO | 804 | $303K | 0.09% | |
| 90 | ZSEPINNOVATOR ETFS TRUST | 11,132 | $294K | 0.09% | |
| 91 | ZAUGINNOVATOR ETFS TRUST | 11,082 | $293K | 0.09% | |
| 92 | GOOGLALPHABET INC | 1,201 | $291K | 0.09% | |
| 93 | PFFISHARES TR | 9,187 | $290K | 0.09% | |
| 94 | COPCONOCOPHILLIPS | 2,992 | $282K | 0.09% | |
| 95 | ABTABBOTT LABS | 2,057 | $275K | 0.08% | |
| 96 | ORCLORACLE CORP | 974 | $273K | 0.08% | |
| 97 | BSCUINVESCO EXCH TRD SLF IDX FD | 15,818 | $267K | 0.08% | |
| 98 | IGSBISHARES TR | 5,022 | $266K | 0.08% | |
| 99 | WPCWP CAREY INC | 3,856 | $260K | 0.08% | |
| 100 | DASHDOORDASH INC | 952 | $258K | 0.08% |
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