Insight Wealth Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Insight Wealth Partners, LLC reported 114 stock positions worth $226.3 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 10.4% of the portfolio, followed by Direxion Daily S&P 500 Bull (SPXL, 9.5%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 6.0%). Compared with Q2 2025, it opened 11 new positions, sold out of 4, added to 62 and reduced 28. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −16%).

Most Recent 13F
Q2 2026
Location
Plano, TX
CIK
0001627003
Portfolio Value
$226.3M (Q3 2025)
SEC Filing
0001172661-25-004687 ↗ filed Nov 12, 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 Q2 2025 Q3 2025: $226.3M $226.3M Q3 2025 Q4 2025: $240.3M Q4 2025 Q1 2026: $247.4M Q1 2026 Q2 2026: $744.8M Q2 2026

Holdings 114 stocks · $226.3M
VCIT Vanguard Int-Term Corporate 10.37% 279,065 $23.5M New
SPXL Direxion Daily S&P 500 Bull 9.50% 101,417 $21.5M Reduce -12.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 6.00% 121,766 $13.6M Add +13.9%
JPST JPMorgan Ultra-Short Income 5.85% 260,982 $13.2M Reduce -15.9%
FBND Fidelity Total Bond ETF 4.63% 226,771 $10.5M Add +17.5%
IAU iShares Gold Trust 2.87% 89,243 $6.5M Reduce -0.3%
JBND JPMorgan Active Bond ETF 2.75% 114,961 $6.2M Add +21.7%
TIP iShares Tips Bond ETF 2.68% 54,443 $6.1M Add +16.7%
UITB Victoryshares Core Intermedi 2.66% 126,716 $6.0M Add +22.3%
GTO Invesco Total Return Bond Et 2.62% 124,604 $5.9M Add +21.1%
NVDA Nvidia Corp. 2.37% 28,731 $5.4M Add +1.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 2.24% 62,373 $5.1M Add +18.9%
FALN iShares Fallen Angels ETF 1.91% 155,856 $4.3M Add +16.3%
IG Prin Invest Grad Corp. ETF-Ui 1.82% 194,883 $4.1M Add +5.9%
EMB iShares JP Morgan Usd Emergi 1.75% 41,671 $4.0M Add +12.4%
MUB iShares National Muni Bond E 1.49% 31,580 $3.4M Add +19.2%
CMBS iShares CMBS ETF 1.37% 63,291 $3.1M Add +18.1%
SNPE Xtrckr S&P 500 Scor&scrn ETF 1.35% 50,926 $3.1M Add +1.1%
BOND PIMCO Active Bond Exchange-T 1.32% 31,882 $3.0M Add +22.0%
VCSH Vanguard S/T Corp. Bond ETF 1.15% 32,614 $2.6M Add +25.7%
AAPL Apple Inc. 1.14% 10,092 $2.6M Add +0.7%
AVGO Broadcom Inc. 1.12% 7,667 $2.5M Add +2.1%
AMZN Amazon.com Inc. 1.03% 10,664 $2.3M Add +1.0%
LQDB iShares BBB Rate Corp. Bond 1.02% 26,293 $2.3M Add +2.7%
UMI Uscf Midstream Energy Income 1.01% 44,719 $2.3M Add +6.5%
BSMU Invesco Bulletshares 2030 MB 1.00% 103,724 $2.3M Reduce -1.4%
PHYS Sprott Physical Gold Trust 0.97% 74,065 $2.2M No change
SOXX iShares Semiconductor ETF 0.96% 8,008 $2.2M Add +0.5%
AVDV Avantis Intl S/C Value ETF 0.87% 22,017 $2.0M Add +3.2%
TACK Fairlead Tactical Sector ETF 0.81% 61,152 $1.8M Add +5.4%
AVUV Avantis US Small Cap Value 0.78% 17,799 $1.8M Add +3.5%
AIRR First Trust Rba American Ind 0.67% 15,780 $1.5M Add +9.7%
GLD SPDR Gold Shares 0.66% 4,210 $1.5M Reduce -9.2%
COWZ Pacer US Cash Cows 100 ETF 0.66% 25,861 $1.5M Add +12.0%
FANG Diamondback Energy Inc. 0.60% 9,536 $1.4M No change
SCHG Schwab US Large-Cap Growth 0.60% 42,567 $1.4M Add +3.3%
TBG TBG Dividend Focus ETF 0.58% 39,357 $1.3M Add +102.9%
MSFT Microsoft Corp. 0.57% 2,498 $1.3M Add +1.4%
CSCO Cisco Systems Inc. 0.52% 17,279 $1.2M Reduce -0.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.51% 25,001 $1.2M Add +24.1%
XOM Exxon Mobil Corp. 0.49% 9,929 $1.1M Add +6.1%
OPER Clearshares Ultra-Short Matu 0.48% 10,753 $1.1M Reduce -0.9%
WEA Western Asset Premier Bond 0.47% 94,387 $1.1M Add +3.1%
SCHD Schwab US DVD Equity ETF 0.45% 37,287 $1.0M Add +3.9%
PULS Pgim Ultra Short Bond ETF 0.44% 20,023 $998K Reduce -2.3%
AVIV Avantis Intl LRG Cap Val ETF 0.43% 14,416 $972K Add +23.1%
TSLA Tesla Inc. 0.43% 2,178 $969K Reduce -2.7%
RTX RTX Corp. 0.42% 5,667 $948K Reduce -0.2%
PLTR Palantir Technologies Inc. Class A 0.41% 5,146 $939K Add +59.4%
BSCS Invesco Bulletshares 2028 CB 0.41% 45,236 $931K Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 1,389 $925K Add +4.4%
ZALT Innovator US Eq 10 Buffer 0.41% 28,990 $924K Add +162.2%
BSCQ Invesco Bulletshares 2026 CB 0.41% 47,054 $920K Reduce -0.2%
TXN Texas Instruments Inc. 0.40% 4,939 $907K Reduce -0.0%
SHV iShares 0-1 Year Treasury Bo 0.40% 8,163 $902K Add +8.1%
BSCR Invesco Bulletshares 2027 CB 0.39% 44,775 $883K Reduce -4.2%
JPM JPMorgan Chase & Co. 0.37% 2,680 $845K Add +13.8%
META Meta Platforms Inc. Class A 0.37% 1,143 $839K Add +0.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.36% 17,375 $812K Add +37.9%
BALT Inn Defined Wealth Shield 0.36% 24,662 $809K Add +28.4%
HD Home Depot Inc. 0.36% 1,990 $806K Reduce -2.2%
IFRA iShares US Infrastructure 0.35% 15,129 $799K Add +20.8%
PCAR Paccar Inc. 0.34% 7,787 $766K Add +0.1%
ABBV Abbvie Inc. 0.33% 3,206 $742K Reduce -0.2%
XLV SS Health Care Select Sector 0.32% 5,122 $713K Add +6.2%
VRT Vertiv Holdings Co. Class A 0.29% 4,347 $656K Add +1.1%
NDAQ Nasdaq Inc. 0.27% 6,999 $619K No change
BSJQ Invesco Bulletshares 2026 HY 0.26% 24,797 $580K Add +0.9%
F Ford Motor Co. filed as FORD MTR CO 0.25% 47,316 $566K Add +1.2%
BSCT Invesco Bulletshares 2029 CB 0.24% 29,426 $554K Add +4.7%
ECL Ecolab Inc. 0.22% 1,789 $490K Reduce -4.9%
VBND Vident US Bond Strat ETF 0.21% 10,860 $481K Reduce -3.5%
IVV iShares Core S&P 500 ETF 0.21% 694 $464K No change
ACN Accenture PLC Class A 0.19% 1,746 $431K Reduce -28.7%
EVR Evercore Inc. Class A 0.19% 1,254 $423K Add +2.5%
CVX Chevron Corp. 0.18% 2,689 $418K Reduce -3.5%
AGG iShares Core U.S. Aggregate 0.18% 4,120 $413K Reduce -2.3%
CL Colgate-Palmolive Co. 0.17% 4,777 $382K Add +0.2%
AOK iShares Core 30/70 Conservat 0.17% 9,401 $378K No change
TOPT iShares Top 20 US Stocks ETF 0.16% 12,081 $368K Add +40.2%
DGRO iShares Core Dividend Growth 0.16% 5,229 $356K Reduce -5.7%
SHYG iShares 0-5 YR HY Corp. Bond 0.15% 8,045 $348K Add +33.0%
NOW ServiceNow Inc. 0.15% 368 $339K Add +2.5%
GDX Vaneck Gold Miners ETF 0.14% 4,287 $328K New
BSJR Invesco Bulletshares 2027 HY 0.14% 14,073 $320K No change
SHY iShares 1-3 Year Treasury Bo 0.14% 3,819 $317K Add +24.3%
PEP Pepsico Inc. 0.14% 2,253 $316K No change
TXRH Texas Roadhouse Inc. 0.14% 1,855 $308K No change
CVNA Carvana Co. 0.13% 804 $303K New
ZSEP Innovator Edp ETF - 1 YR Sep 0.13% 11,132 $295K New
ZAUG Innov Eq Protect ETF - 1 Aug 0.13% 11,082 $293K New
GOOGL Alphabet Inc. Class A 0.13% 1,201 $292K No change
PFF iShares Preferred & Income S 0.13% 9,187 $290K Add +23.5%
COP Conocophillips 0.13% 2,992 $283K Add +0.8%
ABT Abbott Laboratories 0.12% 2,057 $276K Add +0.1%
ORCL Oracle Corp. 0.12% 974 $274K Reduce -1.2%
BSCU Invesco Bulletshares 2030 CB 0.12% 15,818 $267K Add +1.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.12% 5,022 $266K Add +0.2%
WPC WP Carey Inc. 0.12% 3,856 $261K No change
DASH DoorDash Inc. Class A 0.11% 952 $259K New

Show all 114 holdings

Options reported separately and not counted above: SPY calls ($102.1M).

Portfolio Sells Q2 2025 → Q3 2025
JPST JPMorgan Ultra-Short Income Reduce -15.9% 5.85% −2.87
SPXL Direxion Daily S&P 500 Bull Reduce -12.3% 9.50% −1.63
BSMU Invesco Bulletshares 2030 MB Reduce -1.4% 1.00% −0.25
IAU iShares Gold Trust Reduce -0.3% 2.87% −0.22
ACN Accenture PLC Class A Reduce -28.7% 0.19% −0.22
JAJL Innovator Edp ETF - 6M Ja Sold out 0.00% −0.19
KBDC Kayne Anderson BDC Inc. Sold out 0.00% −0.18
TXN Texas Instruments Inc. Reduce -0.0% 0.40% −0.17
CSCO Cisco Systems Inc. Reduce -0.0% 0.52% −0.14
OPER Clearshares Ultra-Short Matu Reduce -0.9% 0.48% −0.13
PULS Pgim Ultra Short Bond ETF Reduce -2.3% 0.44% −0.12
GLD SPDR Gold Shares Reduce -9.2% 0.66% −0.12
TPL Texas Pacific Land Corp. Sold out 0.00% −0.12
BSCR Invesco Bulletshares 2027 CB Reduce -4.2% 0.39% −0.12
IBM Intl Business Machines Corp. Sold out 0.00% −0.11
BSCS Invesco Bulletshares 2028 CB Reduce -1.3% 0.41% −0.11
BSCQ Invesco Bulletshares 2026 CB Reduce -0.2% 0.41% −0.10
LLY Eli Lilly & Co. Reduce -24.2% 0.10% −0.07
ECL Ecolab Inc. Reduce -4.9% 0.22% −0.06
VBND Vident US Bond Strat ETF Reduce -3.5% 0.21% −0.06
HD Home Depot Inc. Reduce -2.2% 0.36% −0.06
BND Vanguard Total Bond Market Reduce -15.7% 0.11% −0.05
AGG iShares Core U.S. Aggregate Reduce -2.3% 0.18% −0.05
COST Costco Wholesale Corp. Reduce -4.6% 0.11% −0.04
RTX RTX Corp. Reduce -0.2% 0.42% −0.04
DGRO iShares Core Dividend Growth Reduce -5.7% 0.16% −0.04
CVX Chevron Corp. Reduce -3.5% 0.18% −0.04
KO The Coca-Cola Co. Reduce -0.7% 0.10% −0.03
AOR iShares Core 60/40 Balanced Reduce -1.0% 0.10% −0.02
ABBV Abbvie Inc. Reduce -0.2% 0.33% −0.00
ORCL Oracle Corp. Reduce -1.2% 0.12% +0.00
TSLA Tesla Inc. Reduce -2.7% 0.43% +0.03

Portfolio Buys Q2 2025 → Q3 2025
VCIT Vanguard Int-Term Corporate New 10.37% +10.37
TBG TBG Dividend Focus ETF Add +102.9% 0.58% +0.23
ZALT Innovator US Eq 10 Buffer Add +162.2% 0.41% +0.22
PLTR Palantir Technologies Inc. Class A Add +59.4% 0.41% +0.17
GDX Vaneck Gold Miners ETF New 0.14% +0.14
CVNA Carvana Co. New 0.13% +0.13
ZSEP Innovator Edp ETF - 1 YR Sep New 0.13% +0.13
ZAUG Innov Eq Protect ETF - 1 Aug New 0.13% +0.13
DASH DoorDash Inc. Class A New 0.11% +0.11
XTOC Innovator US Eqy Accel PL-Oc New 0.10% +0.10
DDFL Invtr Eq D Di 15 B ETF - Jul New 0.10% +0.10
BP BP PLC-Spons ADR New 0.10% +0.10
AOA iShares Core 80/20 Aggressiv New 0.09% +0.09
VIDI Vident Intl Eqty Strat ETF New 0.09% +0.09
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +37.9% 0.36% +0.04
TOPT iShares Top 20 US Stocks ETF Add +40.2% 0.16% +0.03
AVIV Avantis Intl LRG Cap Val ETF Add +23.1% 0.43% +0.03
AIRR First Trust Rba American Ind Add +9.7% 0.67% +0.03
DBEF Xtrackers MSCI Eafe Hedged E Add +24.1% 0.51% +0.02
BALT Inn Defined Wealth Shield Add +28.4% 0.36% +0.02
IFRA iShares US Infrastructure Add +20.8% 0.35% +0.01
SHYG iShares 0-5 YR HY Corp. Bond Add +33.0% 0.15% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +25.7% 1.15% +0.01
EVR Evercore Inc. Class A Add +2.5% 0.19% +0.00
PFF iShares Preferred & Income S Add +23.5% 0.13% +0.00
SHY iShares 1-3 Year Treasury Bo Add +24.3% 0.14% −0.00
AAPL Apple Inc. Add +0.7% 1.14% −0.00
JPM JPMorgan Chase & Co. Add +13.8% 0.37% −0.01
EPD Enterprise Products Partners Add +17.5% 0.11% −0.01
VRT Vertiv Holdings Co. Class A Add +1.1% 0.29% −0.02
BOND PIMCO Active Bond Exchange-T Add +22.0% 1.32% −0.02
COP Conocophillips Add +0.8% 0.13% −0.02
BSCU Invesco Bulletshares 2030 CB Add +1.9% 0.12% −0.03
IGSB iShares 1-5Y Inv Grade Corp. Add +0.2% 0.12% −0.03
AVGO Broadcom Inc. Add +2.1% 1.12% −0.03
F Ford Motor Co. Add +1.2% 0.25% −0.03
ABT Abbott Laboratories Add +0.1% 0.12% −0.03
UITB Victoryshares Core Intermedi Add +22.3% 2.66% −0.04
XLV SS Health Care Select Sector Add +6.2% 0.32% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +4.4% 0.41% −0.05
BSCT Invesco Bulletshares 2029 CB Add +4.7% 0.24% −0.05
MUB iShares National Muni Bond E Add +19.2% 1.49% −0.05
COWZ Pacer US Cash Cows 100 ETF Add +12.0% 0.66% −0.05
NOW ServiceNow Inc. Add +2.5% 0.15% −0.06
JBND JPMorgan Active Bond ETF Add +21.7% 2.75% −0.06
GTO Invesco Total Return Bond Et Add +21.1% 2.62% −0.06
BSJQ Invesco Bulletshares 2026 HY Add +0.9% 0.26% −0.06
SHV iShares 0-1 Year Treasury Bo Add +8.1% 0.40% −0.06
XOM Exxon Mobil Corp. Add +6.1% 0.49% −0.06
SCHG Schwab US Large-Cap Growth Add +3.3% 0.60% −0.07

Options Activity Q2 2025 → Q3 2025
SPY SS SPDR S&P 500 ETF Trust-US call Reduce -3.6% 716,800 $102.1M

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