Insight Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Insight Wealth Partners, LLC reported 105 stock positions worth $166.3 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 8.0% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 7.9%) and iShares Gold Trust (IAU, 5.7%). Compared with Q4 2024, it opened 17 new positions, sold out of 3, added to 38 and reduced 35. The biggest buy was a new position in iShares 0-1 Year Treasury Bo (SHV) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $166.3M (Q1 2025)
- SEC Filing
- 0001172661-25-002108 ↗ filed May 15, 2025
Holdings Value
Holdings 105 stocks · $166.3M
| BSJQ Invesco Bulletshares 2026 HY | 7.97% | 571,705 | $13.3M | Add +1.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 7.95% | 121,581 | $13.2M | Add +7.7% |
| IAU iShares Gold Trust | 5.67% | 159,906 | $9.4M | Reduce -5.8% |
| FBND Fidelity Total Bond ETF | 5.14% | 187,361 | $8.6M | Add +1.6% |
| JPST JPMorgan Ultra-Short Income | 5.12% | 168,211 | $8.5M | Add +3.9% |
| TIP iShares Tips Bond ETF | 3.09% | 46,209 | $5.1M | Add +0.2% |
| GTO Invesco Total Return Bond Et | 2.86% | 101,293 | $4.8M | Add +1.6% |
| JBND JPMorgan Active Bond ETF | 2.83% | 87,936 | $4.7M | Reduce -0.7% |
| UITB Victoryshares Core Intermedi | 2.71% | 96,070 | $4.5M | Reduce -0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.38% | 50,210 | $4.0M | Add +4.5% |
| SPXL Direxion Daily S&P 500 Bull | 2.19% | 25,897 | $3.6M | Reduce -1.4% |
| IG Prin Invest Grad Corp. ETF-Ui | 2.15% | 173,087 | $3.6M | Add +9.3% |
| FALN iShares Fallen Angels ETF | 2.07% | 128,461 | $3.4M | Add +4.3% |
| EMB iShares JP Morgan Usd Emergi | 2.00% | 36,780 | $3.3M | Add +1.1% |
| NVDA Nvidia Corp. | 1.84% | 28,175 | $3.1M | Reduce -6.9% |
| BSMU Invesco Bulletshares 2030 MB | 1.72% | 132,397 | $2.9M | Reduce -1.0% |
| MUB iShares National Muni Bond E | 1.66% | 26,154 | $2.8M | Reduce -0.8% |
| CMBS iShares CMBS ETF | 1.50% | 52,073 | $2.5M | Add +0.6% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.47% | 48,345 | $2.4M | Add +3.9% |
| BOND PIMCO Active Bond Exchange-T | 1.43% | 25,791 | $2.4M | Add +0.9% |
| AAPL Apple Inc. | 1.34% | 10,060 | $2.2M | Add +3.4% |
| LQDB iShares BBB Rate Corp. Bond | 1.33% | 25,628 | $2.2M | Reduce -0.1% |
| PHYS Sprott Physical Gold Trust | 1.22% | 84,029 | $2.0M | Reduce -18.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.21% | 25,560 | $2.0M | Add +59.0% |
| AMZN Amazon.com Inc. | 1.18% | 10,288 | $2.0M | Add +1.6% |
| TXN Texas Instruments Inc. | 1.02% | 9,411 | $1.7M | Add +6.2% |
| TACK Fairlead Tactical Sector ETF | 0.93% | 56,872 | $1.5M | Add +9.7% |
| FANG Diamondback Energy Inc. | 0.92% | 9,536 | $1.5M | No change |
| AVDV Avantis Intl S/C Value ETF | 0.88% | 20,865 | $1.5M | Reduce -1.2% |
| AVUV Avantis US Small Cap Value | 0.87% | 16,621 | $1.4M | Reduce -0.4% |
| SOXX iShares Semiconductor ETF | 0.87% | 7,670 | $1.4M | Add +3.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.73% | 22,208 | $1.2M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.72% | 7,180 | $1.2M | Reduce -1.4% |
| GLD SPDR Gold Shares | 0.70% | 4,029 | $1.2M | Add +18.1% |
| XOM Exxon Mobil Corp. | 0.66% | 9,204 | $1.1M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.64% | 17,161 | $1.1M | Reduce -1.0% |
| OPER Clearshares Ultra-Short Matu | 0.63% | 10,454 | $1.0M | Add +52.7% |
| SCHG Schwab US Large-Cap Growth | 0.63% | 41,803 | $1.0M | Reduce -5.9% |
| WEA Western Asset Premier Bond | 0.61% | 90,763 | $1.0M | Add +2.3% |
| PULS Pgim Ultra Short Bond ETF | 0.59% | 19,664 | $978K | Add +69.3% |
| AIRR First Trust Rba American Ind | 0.55% | 13,327 | $909K | Add +4.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.54% | 43,855 | $892K | Add +15.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.53% | 45,151 | $880K | Add +8.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.53% | 44,711 | $876K | Add +15.4% |
| SCHD Schwab US DVD Equity ETF | 0.51% | 30,478 | $852K | Reduce -6.2% |
| MSFT Microsoft Corp. | 0.51% | 2,250 | $845K | Reduce -20.6% |
| RTX RTX Corp. | 0.49% | 6,159 | $816K | Reduce -7.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.49% | 7,354 | $812K | New |
| BSJP Invesco Bulletshares 2025 HY | 0.48% | 34,896 | $804K | No change |
| HD Home Depot Inc. | 0.47% | 2,136 | $783K | Add +15.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.46% | 17,763 | $769K | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.46% | 2,434 | $760K | Reduce -0.2% |
| PCAR Paccar Inc. | 0.45% | 7,700 | $750K | No change |
| ABBV Abbvie Inc. | 0.44% | 3,515 | $736K | Reduce -8.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.43% | 34,612 | $716K | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.43% | 4,862 | $710K | Reduce -5.2% |
| UMI Uscf Midstream Energy Income | 0.42% | 13,474 | $701K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,131 | $633K | Add +9.6% |
| META Meta Platforms Inc. Class A | 0.37% | 1,079 | $622K | Reduce -5.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.37% | 10,803 | $612K | Reduce -2.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.35% | 12,573 | $579K | Add +1.1% |
| CVX Chevron Corp. | 0.33% | 3,233 | $541K | Add +35.5% |
| TSLA Tesla Inc. | 0.32% | 2,061 | $534K | Add +41.2% |
| NDAQ Nasdaq Inc. | 0.32% | 6,999 | $531K | No change |
| ECL Ecolab Inc. | 0.30% | 1,982 | $502K | Reduce -4.8% |
| IFRA iShares US Infrastructure | 0.30% | 11,121 | $501K | Add +6.8% |
| VBND Vident US Bond Strat ETF | 0.30% | 11,300 | $494K | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 0.30% | 2,008 | $492K | Reduce -4.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.29% | 25,929 | $480K | New |
| EALT Innovator US Eqty 5TO15 Buff | 0.28% | 15,381 | $473K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 46,113 | $463K | Add +3.0% |
| CL Colgate-Palmolive Co. | 0.28% | 4,884 | $458K | Reduce -0.5% |
| TBG TBG Dividend Focus ETF | 0.26% | 13,369 | $438K | New |
| BND Vanguard Total Bond Market | 0.26% | 5,787 | $425K | New |
| IVV iShares Core S&P 500 ETF | 0.23% | 694 | $390K | No change |
| BALT Inn Defined Wealth Shield | 0.23% | 12,372 | $388K | New |
| AOK iShares Core 30/70 Conservat | 0.21% | 9,401 | $354K | No change |
| KBDC Kayne Anderson BDC Inc. | 0.21% | 21,559 | $350K | New |
| DGRO iShares Core Dividend Growth | 0.21% | 5,545 | $343K | No change |
| JAJL Innovator Edp ETF - 6M Ja | 0.20% | 12,520 | $340K | New |
| PEP Pepsico Inc. | 0.20% | 2,253 | $338K | No change |
| ZALT Innovator US Eq 10 Buffer | 0.20% | 11,055 | $329K | New |
| LLY Eli Lilly & Co. | 0.19% | 391 | $323K | Reduce -4.6% |
| COP Conocophillips | 0.19% | 2,951 | $310K | Reduce -2.9% |
| TXRH Texas Roadhouse Inc. | 0.18% | 1,779 | $296K | Reduce -2.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.18% | 13,168 | $295K | New |
| AGG iShares Core U.S. Aggregate | 0.17% | 2,868 | $284K | Reduce -39.8% |
| ABT Abbott Laboratories | 0.16% | 2,044 | $271K | Add +1.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 4,991 | $261K | Reduce -0.9% |
| TPL Texas Pacific Land Corp. | 0.16% | 197 | $261K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 3,046 | $252K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.15% | 5,796 | $246K | New |
| EVR Evercore Inc. Class A | 0.15% | 1,223 | $244K | No change |
| WPC WP Carey Inc. | 0.15% | 3,856 | $243K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.14% | 14,309 | $237K | New |
| NOW ServiceNow Inc. | 0.14% | 297 | $236K | Add +1.0% |
| DE Deere & Co. | 0.14% | 495 | $232K | No change |
| PFF iShares Preferred & Income S | 0.14% | 7,440 | $229K | No change |
| VRT Vertiv Holdings Co. Class A | 0.14% | 3,121 | $225K | Add +0.8% |
| BP BP PLC-Spons ADR | 0.14% | 6,643 | $224K | New |
Options reported separately and not counted above: SPY calls ($427.8M), EEM calls ($3.7M), EFA calls ($2.9M).
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -6.9% | 1.84% | −0.74 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -1.4% | 2.19% | −0.62 |
| AVGO Broadcom Inc. | Reduce -1.4% | 0.72% | −0.35 |
| MSFT Microsoft Corp. | Reduce -20.6% | 0.51% | −0.25 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.24 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.9% | 0.63% | −0.15 |
| AVUV Avantis US Small Cap Value | Reduce -0.4% | 0.87% | −0.15 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.15 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.13 |
| AGG iShares Core U.S. Aggregate | Reduce -39.8% | 0.17% | −0.12 |
| BSMU Invesco Bulletshares 2030 MB | Reduce -1.0% | 1.72% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -0.8% | 1.66% | −0.12 |
| UITB Victoryshares Core Intermedi | Reduce -0.7% | 2.71% | −0.10 |
| JBND JPMorgan Active Bond ETF | Reduce -0.7% | 2.83% | −0.10 |
| PHYS Sprott Physical Gold Trust | Reduce -18.3% | 1.22% | −0.10 |
| ACN Accenture PLC Class A | Reduce -0.2% | 0.46% | −0.09 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.6% | 0.73% | −0.07 |
| LQDB iShares BBB Rate Corp. Bond | Reduce -0.1% | 1.33% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.2% | 0.51% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 0.37% | −0.05 |
| TXRH Texas Roadhouse Inc. | Reduce -2.4% | 0.18% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -16.4% | 0.13% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -0.8% | 0.43% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 0.30% | −0.02 |
| VBND Vident US Bond Strat ETF | Reduce -4.1% | 0.30% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -5.2% | 0.43% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 0.64% | −0.01 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -1.8% | 0.46% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.9% | 0.16% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.5% | 0.28% | −0.01 |
| ECL Ecolab Inc. | Reduce -4.8% | 0.30% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -4.6% | 0.19% | −0.01 |
| COP Conocophillips | Reduce -2.9% | 0.19% | −0.00 |
| RTX RTX Corp. | Reduce -7.7% | 0.49% | +0.00 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -2.4% | 0.37% | +0.00 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.2% | 0.88% | +0.01 |
| ABBV Abbvie Inc. | Reduce -8.9% | 0.44% | +0.01 |
| IAU iShares Gold Trust | Reduce -5.8% | 5.67% | +0.35 |
Portfolio Buys Q4 2024 → Q1 2025
| SHV iShares 0-1 Year Treasury Bo | New | 0.49% | +0.49 |
| UMI Uscf Midstream Energy Income | New | 0.42% | +0.42 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +59.0% | 1.21% | +0.42 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +7.7% | 7.95% | +0.31 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.29% | +0.29 |
| EALT Innovator US Eqty 5TO15 Buff | New | 0.28% | +0.28 |
| TBG TBG Dividend Focus ETF | New | 0.26% | +0.26 |
| BND Vanguard Total Bond Market | New | 0.26% | +0.26 |
| BALT Inn Defined Wealth Shield | New | 0.23% | +0.23 |
| PULS Pgim Ultra Short Bond ETF | Add +69.3% | 0.59% | +0.22 |
| KBDC Kayne Anderson BDC Inc. | New | 0.21% | +0.21 |
| JAJL Innovator Edp ETF - 6M Ja | New | 0.20% | +0.20 |
| ZALT Innovator US Eq 10 Buffer | New | 0.20% | +0.20 |
| OPER Clearshares Ultra-Short Matu | Add +52.7% | 0.63% | +0.20 |
| BSJR Invesco Bulletshares 2027 HY | New | 0.18% | +0.18 |
| GLD SPDR Gold Shares | Add +18.1% | 0.70% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.15% | +0.15 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.15% | +0.15 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.14% | +0.14 |
| BP BP PLC-Spons ADR | New | 0.14% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| TOPT iShares Top 20 US Stocks ETF | New | 0.12% | +0.12 |
| IG Prin Invest Grad Corp. ETF-Ui | Add +9.3% | 2.15% | +0.11 |
| CVX Chevron Corp. | Add +35.5% | 0.33% | +0.11 |
| BSCS Invesco Bulletshares 2028 CB | Add +15.0% | 0.54% | +0.05 |
| BSCR Invesco Bulletshares 2027 CB | Add +15.4% | 0.53% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.66% | +0.03 |
| TACK Fairlead Tactical Sector ETF | Add +9.7% | 0.93% | +0.03 |
| ABT Abbott Laboratories | Add +1.3% | 0.16% | +0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Add +8.6% | 0.53% | +0.02 |
| HD Home Depot Inc. | Add +15.0% | 0.47% | +0.01 |
| WEA Western Asset Premier Bond | Add +2.3% | 0.61% | +0.01 |
| F Ford Motor Co. | Add +3.0% | 0.28% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.6% | 0.38% | −0.00 |
| IFRA iShares US Infrastructure | Add +6.8% | 0.30% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1.1% | 0.35% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +4.5% | 2.38% | −0.01 |
| FALN iShares Fallen Angels ETF | Add +4.3% | 2.07% | −0.01 |
| TIP iShares Tips Bond ETF | Add +0.2% | 3.09% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Add +0.9% | 1.43% | −0.03 |
| TXN Texas Instruments Inc. | Add +6.2% | 1.02% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Add +3.9% | 5.12% | −0.04 |
| CMBS iShares CMBS ETF | Add +0.6% | 1.50% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +1.1% | 2.00% | −0.05 |
| TSLA Tesla Inc. | Add +41.2% | 0.32% | −0.05 |
| NOW ServiceNow Inc. | Add +1.0% | 0.14% | −0.06 |
| GTO Invesco Total Return Bond Et | Add +1.6% | 2.86% | −0.07 |
| AIRR First Trust Rba American Ind | Add +4.5% | 0.55% | −0.08 |
| VRT Vertiv Holdings Co. Class A | Add +0.8% | 0.14% | −0.09 |
| FBND Fidelity Total Bond ETF | Add +1.6% | 5.14% | −0.09 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -19.4% | 764,800 | $427.8M |
| EEM iShares MSCI Emerging Market | call | Reduce -54.6% | 84,400 | $3.7M |
| EFA iShares MSCI Eafe ETF | call | Reduce -52.2% | 35,100 | $2.9M |
| ARKK ARK Innovation ETF | call | Sold out | 48,200 | $2.7Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $744.8M | SPY, SPXL, VCIT, JPST, LQD |
| Q1 2026 | 118 | $247.4M | VCIT, SPXL, LQD, JPST, FBND |
| Q4 2025 | 114 | $240.3M | VCIT, SPXL, LQD, JPST, FBND |
| Q3 2025 | 114 | $226.3M | VCIT, SPXL, LQD, JPST, FBND |
| Q2 2025 | 107 | $180.3M | SPXL, JPST, LQD, FBND, IAU |
| Q1 2025 | 105 | $166.3M | BSJQ, LQD, IAU, FBND, JPST |
| Q4 2024 | 91 | $158.0M | BSJQ, LQD, IAU, FBND, JPST |
| Q3 2024 | 96 | $163.8M | BSJQ, LQD, JPST, IAU, FBND |
| Q2 2024 | 87 | $154.3M | JPST, BSJQ, LQD, FBND, IAU |
| Q1 2024 | 84 | $153.9M | JPST, TPL, BSJQ, LQD, FBND |