Insight Wealth Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$729.7M
Holdings
114
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 720,334 | $491.2M | 67.32% | Call |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 275,950 | $23.1M | 3.17% | |
| 3 | SPXLDIREXION SHS ETF TR | 99,158 | $21.9M | 3.00% | |
| 4 | LQDISHARES TR | 135,050 | $14.9M | 2.04% | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 268,202 | $13.6M | 1.86% | |
| 6 | FBNDFIDELITY MERRIMACK STR TR | 237,809 | $10.9M | 1.50% | |
| 7 | IAU*ISHARES GOLD TR | 91,789 | $7.5M | 1.02% | |
| 8 | JBNDJ P MORGAN EXCHANGE TRADED F | 122,056 | $6.6M | 0.90% | |
| 9 | UITBVICTORY PORTFOLIOS II | 135,743 | $6.4M | 0.88% | |
| 10 | TIPISHARES TR | 57,225 | $6.3M | 0.86% | |
| 11 | GTOINVESCO ACTIVELY MANAGED EXC | 132,028 | $6.3M | 0.86% | |
| 12 | HYGISHARES TR | 68,284 | $5.5M | 0.75% | |
| 13 | NVDANVIDIA CORPORATION | 27,268 | $5.1M | 0.70% | |
| 14 | FALNISHARES TR | 174,199 | $4.8M | 0.65% | |
| 15 | PIEQPRINCIPAL EXCHANGE TRADED FD | 220,590 | $4.6M | 0.63% | |
| 16 | EMBISHARES TR | 45,131 | $4.3M | 0.60% | |
| 17 | MUBISHARES TR | 33,015 | $3.5M | 0.48% | |
| 18 | IEFISHARES TR | 35,139 | $3.4M | 0.46% | |
| 19 | CMBSISHARES TR | 66,397 | $3.3M | 0.45% | |
| 20 | BONDPIMCO ETF TR | 33,750 | $3.1M | 0.43% | |
| 21 | SNPEDBX ETF TR | 50,193 | $3.1M | 0.43% | |
| 22 | AVGOBROADCOM INC | 7,670 | $2.7M | 0.36% | |
| 23 | AAPLAPPLE INC | 9,746 | $2.6M | 0.36% | |
| 24 | VCSHVANGUARD SCOTTSDALE FDS | 32,436 | $2.6M | 0.35% | |
| 25 | AMZNAMAZON COM INC | 10,715 | $2.5M | 0.34% | |
| 26 | PHYS/USPROTT ASSET MANAGEMENT LP | 73,374 | $2.4M | 0.33% | |
| 27 | UMIUSCF ETF TR | 49,112 | $2.4M | 0.33% | |
| 28 | LQDBISHARES TR | 27,405 | $2.4M | 0.33% | |
| 29 | SOXXISHARES TR | 7,718 | $2.3M | 0.32% | |
| 30 | BSMUINVESCO EXCH TRD SLF IDX FD | 103,724 | $2.3M | 0.31% | |
| 31 | AVDVAMERICAN CENTY ETF TR | 22,053 | $2.1M | 0.28% | |
| 32 | TACKCAPITOL SER TR | 62,450 | $1.9M | 0.26% | |
| 33 | AVUVAMERICAN CENTY ETF TR | 17,825 | $1.8M | 0.25% | |
| 34 | TBGEA SERIES TRUST | 54,095 | $1.8M | 0.25% | |
| 35 | GQ9SPDR GOLD TR | 4,268 | $1.7M | 0.23% | |
| 36 | AIRRFIRST TR EXCHANGE TRADED FD | 16,137 | $1.6M | 0.22% | |
| 37 | COWZPACER FDS TR | 25,342 | $1.5M | 0.21% | |
| 38 | FANGDIAMONDBACK ENERGY INC | 9,536 | $1.4M | 0.20% | |
| 39 | SCHGSCHWAB STRATEGIC TR | 40,755 | $1.3M | 0.18% | |
| 40 | CSCOCISCO SYS INC | 16,432 | $1.3M | 0.17% | |
| 41 | DBEFDBX ETF TR | 24,742 | $1.2M | 0.16% | |
| 42 | MSFTMICROSOFT CORP | 2,359 | $1.1M | 0.16% | |
| 43 | GOOGLALPHABET INC | 3,557 | $1.1M | 0.15% | |
| 44 | XOMEXXON MOBIL CORP | 9,176 | $1.1M | 0.15% | |
| 45 | WEAWESTERN ASSET PREMIER BD FD | 94,848 | $1.0M | 0.14% | |
| 46 | RTXRTX CORPORATION | 5,667 | $1.0M | 0.14% | |
| 47 | SCHDSCHWAB STRATEGIC TR | 37,823 | $1.0M | 0.14% | |
| 48 | AQLTISHARES TR | 33,189 | $1.0M | 0.14% | |
| 49 | AVIVAMERICAN CENTY ETF TR | 14,504 | $1.0M | 0.14% | |
| 50 | OPERETF SER SOLUTIONS | 9,986 | $998K | 0.14% | |
| 51 | TSLATESLA INC | 2,170 | $975K | 0.13% | |
| 52 | PULSPGIM ETF TR | 19,632 | $973K | 0.13% | |
| 53 | PLTRPALANTIR TECHNOLOGIES INC | 5,223 | $928K | 0.13% | |
| 54 | SPUUDIREXION SHS ETF TR | 4,986 | $917K | 0.13% | |
| 55 | CVNACARVANA CO | 2,165 | $913K | 0.13% | |
| 56 | BSCSINVESCO EXCH TRD SLF IDX FD | 44,013 | $906K | 0.12% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,814 | $906K | 0.12% | |
| 58 | VBNDETF SER SOLUTIONS | 19,859 | $877K | 0.12% | |
| 59 | IUSBISHARES TR | 18,706 | $870K | 0.12% | |
| 60 | PCARPACCAR INC | 7,799 | $854K | 0.12% | |
| 61 | VRTVERTIV HOLDINGS CO | 5,254 | $851K | 0.12% | |
| 62 | 6RJ0ROCKET LAB CORP | 11,949 | $833K | 0.11% | |
| 63 | TXNTEXAS INSTRS INC | 4,682 | $812K | 0.11% | |
| 64 | SHVISHARES TR | 7,286 | $802K | 0.11% | |
| 65 | GDXVANECK ETF TRUST | 9,175 | $786K | 0.11% | |
| 66 | XLVSELECT SECTOR SPDR TR | 5,032 | $778K | 0.11% | |
| 67 | IFRAISHARES TR | 14,700 | $773K | 0.11% | |
| 68 | ZALTINNOVATOR ETFS TRUST | 23,136 | $753K | 0.10% | |
| 69 | METAMETA PLATFORMS INC | 1,086 | $716K | 0.10% | |
| 70 | BROSDUTCH BROS INC | 11,657 | $713K | 0.10% | |
| 71 | ABBVABBVIE INC | 2,713 | $619K | 0.08% | |
| 72 | FFORD MTR CO | 47,016 | $616K | 0.08% | |
| 73 | BSCRINVESCO EXCH TRD SLF IDX FD | 29,535 | $583K | 0.08% | |
| 74 | BSCTINVESCO EXCH TRD SLF IDX FD | 28,607 | $538K | 0.07% | |
| 75 | DDTOINNOVATOR ETFS TRUST | 14,433 | $483K | 0.07% | |
| 76 | IVVISHARES TR | 694 | $475K | 0.07% | |
| 77 | ECLECOLAB INC | 1,764 | $463K | 0.06% | |
| 78 | EVREVERCORE INC | 1,254 | $426K | 0.06% | |
| 79 | AGGISHARES TR | 4,120 | $411K | 0.06% | |
| 80 | AOKISHARES TR | 9,401 | $377K | 0.05% | |
| 81 | KEKIMBALL ELECTRONICS INC | 13,259 | $368K | 0.05% | |
| 82 | DGROISHARES TR | 5,229 | $362K | 0.05% | |
| 83 | CALYTOPGOLF CALLAWAY BRANDS CORP | 30,165 | $352K | 0.05% | |
| 84 | BSCQINVESCO EXCH TRD SLF IDX FD | 17,870 | $349K | 0.05% | |
| 85 | LLYELI LILLY & CO | 307 | $329K | 0.05% | |
| 86 | PEPPEPSICO INC | 2,262 | $324K | 0.04% | |
| 87 | CVXCHEVRON CORP NEW | 2,111 | $321K | 0.04% | |
| 88 | SHYGISHARES TR | 7,431 | $318K | 0.04% | |
| 89 | BSJQINVESCO EXCH TRD SLF IDX FD | 12,786 | $298K | 0.04% | |
| 90 | SHYISHARES TR | 3,506 | $290K | 0.04% | |
| 91 | PFFISHARES TR | 9,187 | $284K | 0.04% | |
| 92 | COPCONOCOPHILLIPS | 3,020 | $282K | 0.04% | |
| 93 | ZSEPINNOVATOR ETFS TRUST | 10,484 | $280K | 0.04% | |
| 94 | BSCUINVESCO EXCH TRD SLF IDX FD | 15,818 | $267K | 0.04% | |
| 95 | IGSBISHARES TR | 5,016 | $265K | 0.04% | |
| 96 | ABTABBOTT LABS | 2,117 | $265K | 0.04% | |
| 97 | APPAPPLOVIN CORP | 392 | $264K | 0.04% | |
| 98 | EPDENTERPRISE PRODS PARTNERS L | 8,164 | $261K | 0.04% | |
| 99 | HOODROBINHOOD MKTS INC | 2,316 | $261K | 0.04% | |
| 100 | WPCWP CAREY INC | 3,870 | $249K | 0.03% |
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