Insight Wealth Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Insight Wealth Partners, LLC reported 107 stock positions worth $180.3 million. Its top holding was Direxion Daily S&P 500 Bull (SPXL) at 11.1% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 8.7%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 6.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 4, added to 66 and reduced 20. The biggest buy was Direxion Daily S&P 500 Bull (SPXL, shares +346%) and the biggest sale Invesco Bulletshares 2026 HY (BSJQ, shares −96%).

Most Recent 13F
Q2 2026
Location
Plano, TX
CIK
0001627003
Portfolio Value
$180.3M (Q2 2025)
SEC Filing
0001172661-25-002834 ↗ filed Jul 31, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $153.9M Q1 2024 Q2 2024: $154.3M Q2 2024 Q3 2024: $163.8M Q3 2024 Q4 2024: $158.0M Q4 2024 Q1 2025: $166.3M Q1 2025 Q2 2025: $180.3M $180.3M Q2 2025 Q3 2025: $226.3M Q3 2025 Q4 2025: $240.3M Q4 2025 Q1 2026: $247.4M Q1 2026 Q2 2026: $744.8M Q2 2026

Holdings 107 stocks · $180.3M
SPXL Direxion Daily S&P 500 Bull 11.13% 115,614 $20.1M Add +346.4%
JPST JPMorgan Ultra-Short Income 8.72% 310,301 $15.7M Add +84.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 6.50% 106,939 $11.7M Reduce -12.0%
FBND Fidelity Total Bond ETF 4.90% 192,949 $8.8M Add +3.0%
IAU iShares Gold Trust 3.09% 89,476 $5.6M Reduce -44.0%
TIP iShares Tips Bond ETF 2.85% 46,639 $5.1M Add +0.9%
JBND JPMorgan Active Bond ETF 2.81% 94,436 $5.1M Add +7.4%
UITB Victoryshares Core Intermedi 2.70% 103,599 $4.9M Add +7.8%
GTO Invesco Total Return Bond Et 2.68% 102,875 $4.8M Add +1.6%
NVDA Nvidia Corp. 2.49% 28,392 $4.5M Add +0.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 2.35% 52,466 $4.2M Add +4.5%
IG Prin Invest Grad Corp. ETF-Ui 2.12% 184,094 $3.8M Add +6.4%
FALN iShares Fallen Angels ETF 2.02% 134,016 $3.6M Add +4.3%
EMB iShares JP Morgan Usd Emergi 1.90% 37,079 $3.4M Add +0.8%
SNPE Xtrckr S&P 500 Scor&scrn ETF 1.55% 50,387 $2.8M Add +4.2%
MUB iShares National Muni Bond E 1.53% 26,487 $2.8M Add +1.3%
CMBS iShares CMBS ETF 1.45% 53,573 $2.6M Add +2.9%
BOND PIMCO Active Bond Exchange-T 1.34% 26,128 $2.4M Add +1.3%
AMZN Amazon.com Inc. 1.28% 10,555 $2.3M Add +2.6%
BSMU Invesco Bulletshares 2030 MB 1.25% 105,210 $2.3M Reduce -20.5%
LQDB iShares BBB Rate Corp. Bond 1.23% 25,594 $2.2M Reduce -0.1%
UMI Uscf Midstream Energy Income 1.19% 42,006 $2.1M Add +211.8%
AVGO Broadcom Inc. 1.15% 7,512 $2.1M Add +4.6%
VCSH Vanguard S/T Corp. Bond ETF 1.14% 25,950 $2.1M Add +1.5%
AAPL Apple Inc. 1.14% 10,021 $2.1M Reduce -0.4%
SOXX iShares Semiconductor ETF 1.05% 7,966 $1.9M Add +3.9%
PHYS Sprott Physical Gold Trust 1.04% 74,065 $1.9M Reduce -11.9%
AVDV Avantis Intl S/C Value ETF 0.94% 21,331 $1.7M Add +2.2%
TACK Fairlead Tactical Sector ETF 0.91% 58,043 $1.6M Add +2.1%
AVUV Avantis US Small Cap Value 0.87% 17,202 $1.6M Add +3.5%
GLD SPDR Gold Shares 0.78% 4,638 $1.4M Add +15.1%
FANG Diamondback Energy Inc. 0.73% 9,536 $1.3M No change
COWZ Pacer US Cash Cows 100 ETF 0.71% 23,087 $1.3M Add +4.0%
MSFT Microsoft Corp. 0.68% 2,464 $1.2M Add +9.5%
SCHG Schwab US Large-Cap Growth 0.67% 41,208 $1.2M Reduce -1.4%
CSCO Cisco Systems Inc. 0.67% 17,286 $1.2M Add +0.7%
AIRR First Trust Rba American Ind 0.65% 14,381 $1.2M Add +7.9%
OPER Clearshares Ultra-Short Matu 0.60% 10,853 $1.1M Add +3.8%
TXN Texas Instruments Inc. 0.57% 4,940 $1.0M Reduce -47.5%
PULS Pgim Ultra Short Bond ETF 0.57% 20,494 $1.0M Add +4.2%
XOM Exxon Mobil Corp. 0.56% 9,359 $1.0M Add +1.7%
WEA Western Asset Premier Bond 0.55% 91,513 $993K Add +0.8%
SCHD Schwab US DVD Equity ETF 0.53% 35,884 $951K Add +17.7%
BSCS Invesco Bulletshares 2028 CB 0.52% 45,829 $939K Add +4.5%
BSCQ Invesco Bulletshares 2026 CB 0.51% 47,156 $920K Add +4.4%
BSCR Invesco Bulletshares 2027 CB 0.51% 46,712 $918K Add +4.5%
DBEF Xtrackers MSCI Eafe Hedged E 0.49% 20,139 $881K Add +13.4%
META Meta Platforms Inc. Class A 0.46% 1,133 $836K Add +5.0%
SHV iShares 0-1 Year Treasury Bo 0.46% 7,552 $834K Add +2.7%
RTX RTX Corp. 0.46% 5,676 $829K Reduce -7.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.46% 1,330 $822K Add +17.6%
HD Home Depot Inc. 0.41% 2,035 $746K Reduce -4.7%
PCAR Paccar Inc. 0.41% 7,776 $739K Add +1.0%
ACN Accenture PLC Class A 0.41% 2,450 $732K Add +0.7%
AVIV Avantis Intl LRG Cap Val ETF 0.40% 11,713 $729K Add +8.4%
TSLA Tesla Inc. 0.39% 2,239 $711K Add +8.6%
JPM JPMorgan Chase & Co. 0.38% 2,356 $683K Add +17.3%
XLV SS Health Care Select Sector 0.36% 4,825 $650K Reduce -0.8%
NDAQ Nasdaq Inc. 0.35% 6,999 $626K No change
TBG TBG Dividend Focus ETF 0.35% 19,398 $624K Add +45.1%
IFRA iShares US Infrastructure 0.34% 12,527 $616K Add +12.6%
BALT Inn Defined Wealth Shield 0.34% 19,207 $616K Add +55.3%
ABBV Abbvie Inc. 0.33% 3,211 $596K Reduce -8.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.32% 12,603 $583K Add +0.2%
BSJQ Invesco Bulletshares 2026 HY 0.32% 24,586 $574K Reduce -95.7%
VRT Vertiv Holdings Co. Class A 0.31% 4,301 $552K Add +37.8%
BSCT Invesco Bulletshares 2029 CB 0.29% 28,100 $525K Add +8.4%
F Ford Motor Co. filed as FORD MTR CO 0.28% 46,749 $507K Add +1.4%
ECL Ecolab Inc. 0.28% 1,882 $507K Reduce -5.0%
VBND Vident US Bond Strat ETF 0.27% 11,256 $491K Reduce -0.4%
PLTR Palantir Technologies Inc. Class A 0.24% 3,229 $440K Add +24.9%
CL Colgate-Palmolive Co. 0.24% 4,768 $433K Reduce -2.4%
IVV iShares Core S&P 500 ETF 0.24% 694 $431K No change
AGG iShares Core U.S. Aggregate 0.23% 4,215 $418K Add +47.0%
CVX Chevron Corp. 0.22% 2,788 $399K Reduce -13.8%
NOW ServiceNow Inc. 0.20% 359 $369K Add +20.9%
AOK iShares Core 30/70 Conservat 0.20% 9,401 $367K No change
DGRO iShares Core Dividend Growth 0.20% 5,545 $355K No change
TXRH Texas Roadhouse Inc. 0.19% 1,855 $348K Add +4.3%
JAJL Innovator Edp ETF - 6M Ja 0.19% 12,150 $342K Reduce -3.0%
ZALT Innovator US Eq 10 Buffer 0.19% 11,055 $340K No change
EVR Evercore Inc. Class A 0.18% 1,223 $330K No change
KBDC Kayne Anderson BDC Inc. 0.18% 21,559 $329K No change
BSJR Invesco Bulletshares 2027 HY 0.18% 14,073 $320K Add +6.9%
LLY Eli Lilly & Co. 0.17% 388 $302K Reduce -0.8%
BND Vanguard Total Bond Market 0.17% 4,073 $300K Reduce -29.6%
PEP Pepsico Inc. 0.17% 2,253 $297K No change
ABT Abbott Laboratories 0.16% 2,056 $280K Add +0.6%
COST Costco Wholesale Corp. 0.15% 282 $279K Add +20.5%
COP Conocophillips 0.15% 2,969 $266K Add +0.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.15% 5,013 $264K Add +0.4%
SHYG iShares 0-5 YR HY Corp. Bond 0.14% 6,051 $261K Add +4.4%
BSCU Invesco Bulletshares 2030 CB 0.14% 15,523 $260K Add +8.5%
SHY iShares 1-3 Year Treasury Bo 0.14% 3,073 $255K Add +0.9%
DE Deere & Co. 0.14% 495 $252K No change
WPC WP Carey Inc. 0.13% 3,856 $241K No change
KO The Coca-Cola Co. 0.13% 3,380 $239K New
TOPT iShares Top 20 US Stocks ETF 0.13% 8,615 $235K No change
PFF iShares Preferred & Income S 0.13% 7,440 $228K No change
TPL Texas Pacific Land Corp. 0.12% 208 $220K Add +5.6%

Show all 107 holdings

Options reported separately and not counted above: SPY calls ($77.4M).

Portfolio Sells Q1 2025 → Q2 2025
BSJQ Invesco Bulletshares 2026 HY Reduce -95.7% 0.32% −7.65
IAU iShares Gold Trust Reduce -44.0% 3.09% −2.58
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -12.0% 6.50% −1.45
BSJP Invesco Bulletshares 2025 HY Sold out 0.00% −0.48
BSMU Invesco Bulletshares 2030 MB Reduce -20.5% 1.25% −0.46
TXN Texas Instruments Inc. Reduce -47.5% 0.57% −0.45
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.43
EALT Innovator US Eqty 5TO15 Buff Sold out 0.00% −0.28
AAPL Apple Inc. Reduce -0.4% 1.14% −0.20
PHYS Sprott Physical Gold Trust Reduce -11.9% 1.04% −0.17
BP BP PLC-Spons ADR Sold out 0.00% −0.14
ABBV Abbvie Inc. Reduce -8.7% 0.33% −0.11
CVX Chevron Corp. Reduce -13.8% 0.22% −0.10
LQDB iShares BBB Rate Corp. Bond Reduce -0.1% 1.23% −0.09
BND Vanguard Total Bond Market Reduce -29.6% 0.17% −0.09
XLV SS Health Care Select Sector Reduce -0.8% 0.36% −0.07
HD Home Depot Inc. Reduce -4.7% 0.41% −0.06
CL Colgate-Palmolive Co. Reduce -2.4% 0.24% −0.03
RTX RTX Corp. Reduce -7.8% 0.46% −0.03
LLY Eli Lilly & Co. Reduce -0.8% 0.17% −0.03
VBND Vident US Bond Strat ETF Reduce -0.4% 0.27% −0.02
ECL Ecolab Inc. Reduce -5.0% 0.28% −0.02
JAJL Innovator Edp ETF - 6M Ja Reduce -3.0% 0.19% −0.01
SCHG Schwab US Large-Cap Growth Reduce -1.4% 0.67% +0.04

Portfolio Buys Q1 2025 → Q2 2025
SPXL Direxion Daily S&P 500 Bull Add +346.4% 11.13% +8.94
JPST JPMorgan Ultra-Short Income Add +84.5% 8.72% +3.60
UMI Uscf Midstream Energy Income Add +211.8% 1.19% +0.77
NVDA Nvidia Corp. Add +0.8% 2.49% +0.65
AVGO Broadcom Inc. Add +4.6% 1.15% +0.43
SOXX iShares Semiconductor ETF Add +3.9% 1.05% +0.19
MSFT Microsoft Corp. Add +9.5% 0.68% +0.17
VRT Vertiv Holdings Co. Class A Add +37.8% 0.31% +0.17
KO The Coca-Cola Co. New 0.13% +0.13
ORCL Oracle Corp. New 0.12% +0.12
BRK.B Berkshire Hathaway Inc. Class B New 0.12% +0.12
GOOGL Alphabet Inc. Class A New 0.12% +0.12
EPD Enterprise Products Partners New 0.11% +0.11
PLTR Palantir Technologies Inc. Class A Add +24.9% 0.24% +0.11
IBM Intl Business Machines Corp. New 0.11% +0.11
BALT Inn Defined Wealth Shield Add +55.3% 0.34% +0.11
AMZN Amazon.com Inc. Add +2.6% 1.28% +0.11
AIRR First Trust Rba American Ind Add +7.9% 0.65% +0.10
META Meta Platforms Inc. Class A Add +5.0% 0.46% +0.09
GLD SPDR Gold Shares Add +15.1% 0.78% +0.09
TBG TBG Dividend Focus ETF Add +45.1% 0.35% +0.08
JPM JPMorgan Chase & Co. Add +17.3% 0.38% +0.08
SNPE Xtrckr S&P 500 Scor&scrn ETF Add +4.2% 1.55% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +17.6% 0.46% +0.08
TSLA Tesla Inc. Add +8.6% 0.39% +0.07
AVDV Avantis Intl S/C Value ETF Add +2.2% 0.94% +0.06
NOW ServiceNow Inc. Add +20.9% 0.20% +0.06
AGG iShares Core U.S. Aggregate Add +47.0% 0.23% +0.06
IFRA iShares US Infrastructure Add +12.6% 0.34% +0.04
AVIV Avantis Intl LRG Cap Val ETF Add +8.4% 0.40% +0.04
CSCO Cisco Systems Inc. Add +0.7% 0.67% +0.03
DBEF Xtrackers MSCI Eafe Hedged E Add +13.4% 0.49% +0.03
COST Costco Wholesale Corp. Add +20.5% 0.15% +0.02
SCHD Schwab US DVD Equity ETF Add +17.7% 0.53% +0.01
TXRH Texas Roadhouse Inc. Add +4.3% 0.19% +0.01
F Ford Motor Co. Add +1.4% 0.28% +0.00
BSCT Invesco Bulletshares 2029 CB Add +8.4% 0.29% +0.00
BSCU Invesco Bulletshares 2030 CB Add +8.5% 0.14% +0.00
BSJR Invesco Bulletshares 2027 HY Add +6.9% 0.18% −0.00
AVUV Avantis US Small Cap Value Add +3.5% 0.87% −0.00
SHYG iShares 0-5 YR HY Corp. Bond Add +4.4% 0.14% −0.00
UITB Victoryshares Core Intermedi Add +7.8% 2.70% −0.01
ABT Abbott Laboratories Add +0.6% 0.16% −0.01
SHY iShares 1-3 Year Treasury Bo Add +0.9% 0.14% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +0.4% 0.15% −0.01
BSCS Invesco Bulletshares 2028 CB Add +4.5% 0.52% −0.02
BSCR Invesco Bulletshares 2027 CB Add +4.5% 0.51% −0.02
BSCQ Invesco Bulletshares 2026 CB Add +4.4% 0.51% −0.02
TACK Fairlead Tactical Sector ETF Add +2.1% 0.91% −0.02
PULS Pgim Ultra Short Bond ETF Add +4.2% 0.57% −0.02

Options Activity Q1 2025 → Q2 2025
SPY SS SPDR S&P 500 ETF Trust-US call Reduce -2.8% 743,300 $77.4M
EEM iShares MSCI Emerging Market call Sold out 84,400 $3.7Mbefore exit
EFA iShares MSCI Eafe ETF call Sold out 35,100 $2.9Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 135$744.8MSPY, SPXL, VCIT, JPST, LQD
Q1 2026 118$247.4MVCIT, SPXL, LQD, JPST, FBND
Q4 2025 114$240.3MVCIT, SPXL, LQD, JPST, FBND
Q3 2025 114$226.3MVCIT, SPXL, LQD, JPST, FBND
Q2 2025 107$180.3MSPXL, JPST, LQD, FBND, IAU
Q1 2025 105$166.3MBSJQ, LQD, IAU, FBND, JPST
Q4 2024 91$158.0MBSJQ, LQD, IAU, FBND, JPST
Q3 2024 96$163.8MBSJQ, LQD, JPST, IAU, FBND
Q2 2024 87$154.3MJPST, BSJQ, LQD, FBND, IAU
Q1 2024 84$153.9MJPST, TPL, BSJQ, LQD, FBND