Insight Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Insight Wealth Partners, LLC reported 114 stock positions worth $240.3 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 9.6% of the portfolio, followed by Direxion Daily S&P 500 Bull (SPXL, 9.1%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 6.2%). Compared with Q3 2025, it opened 12 new positions, sold out of 12, added to 47 and reduced 45. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $240.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000970 ↗ filed Feb 17, 2026
Holdings Value
Holdings 114 stocks · $240.3M
| VCIT Vanguard Int-Term Corporate | 9.62% | 275,950 | $23.1M | Reduce -1.1% |
| SPXL Direxion Daily S&P 500 Bull | 9.10% | 99,158 | $21.9M | Reduce -2.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 6.19% | 135,050 | $14.9M | Add +10.9% |
| JPST JPMorgan Ultra-Short Income | 5.65% | 268,202 | $13.6M | Add +2.8% |
| FBND Fidelity Total Bond ETF | 4.56% | 237,809 | $10.9M | Add +4.9% |
| IAU iShares Gold Trust | 3.10% | 91,789 | $7.5M | Add +2.9% |
| JBND JPMorgan Active Bond ETF | 2.75% | 122,056 | $6.6M | Add +6.2% |
| UITB Victoryshares Core Intermedi | 2.67% | 135,743 | $6.4M | Add +7.1% |
| TIP iShares Tips Bond ETF | 2.62% | 57,225 | $6.3M | Add +5.1% |
| GTO Invesco Total Return Bond Et | 2.60% | 132,028 | $6.3M | Add +6.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.29% | 68,284 | $5.5M | Add +9.5% |
| NVDA Nvidia Corp. | 2.12% | 27,268 | $5.1M | Reduce -5.1% |
| FALN iShares Fallen Angels ETF | 1.98% | 174,199 | $4.8M | Add +11.8% |
| IG Prin Invest Grad Corp. ETF-Ui | 1.92% | 220,590 | $4.6M | Add +13.2% |
| EMB iShares JP Morgan Usd Emergi | 1.81% | 45,131 | $4.3M | Add +8.3% |
| MUB iShares National Muni Bond E | 1.47% | 33,015 | $3.5M | Add +4.5% |
| IEF iShares 7-10 Year Treasury B | 1.41% | 35,139 | $3.4M | New |
| CMBS iShares CMBS ETF | 1.36% | 66,397 | $3.3M | Add +4.9% |
| BOND PIMCO Active Bond Exchange-T | 1.31% | 33,750 | $3.1M | Add +5.9% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.30% | 50,193 | $3.1M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.10% | 7,670 | $2.7M | Add +0.0% |
| AAPL Apple Inc. | 1.10% | 9,746 | $2.6M | Reduce -3.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.08% | 32,436 | $2.6M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.03% | 10,715 | $2.5M | Add +0.5% |
| PHYS Sprott Physical Gold Trust | 1.01% | 73,374 | $2.4M | Reduce -0.9% |
| UMI Uscf Midstream Energy Income | 1.00% | 49,112 | $2.4M | Add +9.8% |
| LQDB iShares BBB Rate Corp. Bond | 0.99% | 27,405 | $2.4M | Add +4.2% |
| SOXX iShares Semiconductor ETF | 0.97% | 7,718 | $2.3M | Reduce -3.6% |
| BSMU Invesco Bulletshares 2030 MB | 0.95% | 103,724 | $2.3M | No change |
| AVDV Avantis Intl S/C Value ETF | 0.86% | 22,053 | $2.1M | Add +0.2% |
| TACK Fairlead Tactical Sector ETF | 0.78% | 62,450 | $1.9M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 2,734 | $1.9M | Add +96.8% |
| AVUV Avantis US Small Cap Value | 0.76% | 17,825 | $1.8M | Add +0.1% |
| TBG TBG Dividend Focus ETF | 0.75% | 54,095 | $1.8M | Add +37.5% |
| GLD SPDR Gold Shares | 0.70% | 4,268 | $1.7M | Add +1.4% |
| AIRR First Trust Rba American Ind | 0.66% | 16,137 | $1.6M | Add +2.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.63% | 25,342 | $1.5M | Reduce -2.0% |
| FANG Diamondback Energy Inc. | 0.60% | 9,536 | $1.4M | No change |
| SCHG Schwab US Large-Cap Growth | 0.55% | 40,755 | $1.3M | Reduce -4.3% |
| CSCO Cisco Systems Inc. | 0.53% | 16,432 | $1.3M | Reduce -4.9% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.50% | 24,742 | $1.2M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.47% | 2,359 | $1.1M | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 0.46% | 3,557 | $1.1M | Add +196.2% |
| XOM Exxon Mobil Corp. | 0.46% | 9,176 | $1.1M | Reduce -7.6% |
| WEA Western Asset Premier Bond | 0.44% | 94,848 | $1.0M | Add +0.5% |
| RTX RTX Corp. | 0.43% | 5,667 | $1.0M | No change |
| SCHD Schwab US DVD Equity ETF | 0.43% | 37,823 | $1.0M | Add +1.4% |
| TOPT iShares Top 20 US Stocks ETF | 0.43% | 33,189 | $1.0M | Add +174.7% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.43% | 14,504 | $1.0M | Add +0.6% |
| OPER Clearshares Ultra-Short Matu | 0.42% | 9,986 | $999K | Reduce -7.1% |
| TSLA Tesla Inc. | 0.41% | 2,170 | $976K | Reduce -0.4% |
| PULS Pgim Ultra Short Bond ETF | 0.41% | 19,632 | $974K | Reduce -1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 5,223 | $928K | Add +1.5% |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | 0.38% | 4,986 | $918K | New |
| CVNA Carvana Co. | 0.38% | 2,165 | $914K | Add +169.3% |
| JPM JPMorgan Chase & Co. | 0.38% | 2,814 | $907K | Add +5.0% |
| BSCS Invesco Bulletshares 2028 CB | 0.38% | 44,013 | $907K | Reduce -2.7% |
| VBND Vident US Bond Strat ETF | 0.36% | 19,859 | $877K | Add +82.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 18,706 | $871K | Add +7.7% |
| PCAR Paccar Inc. | 0.36% | 7,799 | $854K | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 0.35% | 5,254 | $851K | Add +20.9% |
| RKLB Rocket Lab Corp. | 0.35% | 11,949 | $834K | New |
| TXN Texas Instruments Inc. | 0.34% | 4,682 | $812K | Reduce -5.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.33% | 7,286 | $803K | Reduce -10.7% |
| GDX Vaneck Gold Miners ETF | 0.33% | 9,175 | $787K | Add +114.0% |
| XLV SS Health Care Select Sector | 0.32% | 5,032 | $779K | Reduce -1.8% |
| IFRA iShares US Infrastructure | 0.32% | 14,700 | $774K | Reduce -2.8% |
| ZALT Innovator US Eq 10 Buffer | 0.31% | 23,136 | $754K | Reduce -20.2% |
| META Meta Platforms Inc. Class A | 0.30% | 1,086 | $717K | Reduce -5.0% |
| BROS Dutch Bros Inc. Class A | 0.30% | 11,657 | $714K | New |
| ABBV Abbvie Inc. | 0.26% | 2,713 | $620K | Reduce -15.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.26% | 47,016 | $617K | Reduce -0.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.24% | 29,535 | $583K | Reduce -34.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.22% | 28,607 | $539K | Reduce -2.8% |
| BALT Inn Defined Wealth Shield | 0.20% | 14,433 | $484K | Reduce -41.5% |
| IVV iShares Core S&P 500 ETF | 0.20% | 694 | $475K | No change |
| ECL Ecolab Inc. | 0.19% | 1,764 | $463K | Reduce -1.4% |
| EVR Evercore Inc. Class A | 0.18% | 1,254 | $427K | No change |
| AGG iShares Core U.S. Aggregate | 0.17% | 4,120 | $412K | No change |
| AOK iShares Core 30/70 Conservat | 0.16% | 9,401 | $377K | No change |
| KE Kimball Electronics Inc. | 0.15% | 13,259 | $369K | New |
| DGRO iShares Core Dividend Growth | 0.15% | 5,229 | $363K | No change |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.15% | 30,165 | $352K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.15% | 17,870 | $350K | Reduce -62.0% |
| LLY Eli Lilly & Co. | 0.14% | 307 | $330K | Add +4.4% |
| PEP Pepsico Inc. | 0.14% | 2,262 | $325K | Add +0.4% |
| CVX Chevron Corp. | 0.13% | 2,111 | $322K | Reduce -21.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.13% | 7,431 | $319K | Reduce -7.6% |
| BSJQ Invesco Bulletshares 2026 HY | 0.12% | 12,786 | $298K | Reduce -48.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.12% | 3,506 | $290K | Reduce -8.2% |
| PFF iShares Preferred & Income S | 0.12% | 9,187 | $284K | No change |
| COP Conocophillips | 0.12% | 3,020 | $283K | Add +0.9% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.12% | 10,484 | $281K | Reduce -5.8% |
| BSCU Invesco Bulletshares 2030 CB | 0.11% | 15,818 | $268K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.11% | 5,016 | $265K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.11% | 2,117 | $265K | Add +2.9% |
| APP AppLovin Corp. Class A | 0.11% | 392 | $264K | New |
| HOOD Robinhood Markets Inc. Class A | 0.11% | 2,316 | $262K | New |
| EPD Enterprise Products Partners | 0.11% | 8,164 | $262K | Add +5.8% |
| WPC WP Carey Inc. | 0.10% | 3,870 | $249K | Add +0.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.10% | 10,972 | $248K | Reduce -22.0% |
| KO The Coca-Cola Co. | 0.10% | 3,448 | $241K | Add +2.8% |
| BND Vanguard Total Bond Market | 0.10% | 3,249 | $241K | Reduce -5.4% |
| QBTS D-Wave Quantum Inc. | 0.10% | 9,196 | $240K | New |
| AOA iShares Core 80/20 Aggressiv | 0.10% | 2,645 | $237K | Add +10.7% |
| CL Colgate-Palmolive Co. | 0.09% | 2,853 | $225K | Reduce -40.3% |
| COST Costco Wholesale Corp. | 0.09% | 258 | $222K | Reduce -4.1% |
| AOR iShares Core 60/40 Balanced | 0.09% | 3,387 | $220K | Reduce -2.3% |
| DE Deere & Co. | 0.09% | 468 | $218K | Reduce -5.5% |
| IWM iShares Russell 2000 ETF | 0.09% | 885 | $218K | New |
| GOOG Alphabet Inc. Class C | 0.09% | 693 | $218K | New |
| VIDI Vident Intl Eqty Strat ETF | 0.09% | 6,168 | $208K | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 685 | $203K | New |
| UIS Unisys Corp. | 0.04% | 32,859 | $91K | Reduce -10.8% |
Options reported separately and not counted above: SPY calls ($489.3M).
Portfolio Sells Q3 2025 → Q4 2025
| VCIT Vanguard Int-Term Corporate | Reduce -1.1% | 9.62% | −0.76 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -2.2% | 9.10% | −0.40 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.36 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.27 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -62.0% | 0.15% | −0.26 |
| NVDA Nvidia Corp. | Reduce -5.1% | 2.12% | −0.25 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.19 |
| BALT Inn Defined Wealth Shield | Reduce -41.5% | 0.20% | −0.16 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.15 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -34.0% | 0.24% | −0.15 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −0.14 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -48.4% | 0.12% | −0.13 |
| ZAUG Innov Eq Protect ETF - 1 Aug | Sold out | 0.00% | −0.13 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.12 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.11 |
| XTOC Innovator US Eqy Accel PL-Oc | Sold out | 0.00% | −0.10 |
| DDFL Invtr Eq D Di 15 B ETF - Jul | Sold out | 0.00% | −0.10 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -5.6% | 0.47% | −0.10 |
| ZALT Innovator US Eq 10 Buffer | Reduce -20.2% | 0.31% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.6% | 1.08% | −0.08 |
| CL Colgate-Palmolive Co. | Reduce -40.3% | 0.09% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -5.0% | 0.30% | −0.07 |
| ABBV Abbvie Inc. | Reduce -15.4% | 0.26% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -10.7% | 0.33% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -5.2% | 0.34% | −0.06 |
| OPER Clearshares Ultra-Short Matu | Reduce -7.1% | 0.42% | −0.06 |
| CVX Chevron Corp. | Reduce -21.5% | 0.13% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.3% | 0.55% | −0.05 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Reduce -1.4% | 1.30% | −0.05 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -22.0% | 0.10% | −0.04 |
| PULS Pgim Ultra Short Bond ETF | Reduce -1.9% | 0.41% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -7.6% | 0.46% | −0.04 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -2.7% | 0.38% | −0.03 |
| AAPL Apple Inc. | Reduce -3.4% | 1.10% | −0.03 |
| IFRA iShares US Infrastructure | Reduce -2.8% | 0.32% | −0.03 |
| UIS Unisys Corp. | Reduce -10.8% | 0.04% | −0.03 |
| ECL Ecolab Inc. | Reduce -1.4% | 0.19% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.0% | 0.63% | −0.02 |
| TSLA Tesla Inc. | Reduce -0.4% | 0.41% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -7.6% | 0.13% | −0.02 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -2.8% | 0.22% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -8.2% | 0.12% | −0.02 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -1.0% | 0.50% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 0.09% | −0.02 |
| ZSEP Innovator Edp ETF - 1 YR Sep | Reduce -5.8% | 0.12% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -5.4% | 0.10% | −0.01 |
| DE Deere & Co. | Reduce -5.5% | 0.09% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.1% | 0.11% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IEF iShares 7-10 Year Treasury B | New | 1.41% | +1.41 |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | New | 0.38% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +96.8% | 0.78% | +0.37 |
| RKLB Rocket Lab Corp. | New | 0.35% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +196.2% | 0.46% | +0.33 |
| BROS Dutch Bros Inc. Class A | New | 0.30% | +0.30 |
| TOPT iShares Top 20 US Stocks ETF | Add +174.7% | 0.43% | +0.27 |
| CVNA Carvana Co. | Add +169.3% | 0.38% | +0.25 |
| IAU iShares Gold Trust | Add +2.9% | 3.10% | +0.23 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +10.9% | 6.19% | +0.19 |
| GDX Vaneck Gold Miners ETF | Add +114.0% | 0.33% | +0.18 |
| TBG TBG Dividend Focus ETF | Add +37.5% | 0.75% | +0.18 |
| KE Kimball Electronics Inc. | New | 0.15% | +0.15 |
| VBND Vident US Bond Strat ETF | Add +82.9% | 0.36% | +0.15 |
| CALY Callaway Golf Company | New | 0.15% | +0.15 |
| APP AppLovin Corp. Class A | New | 0.11% | +0.11 |
| HOOD Robinhood Markets Inc. Class A | New | 0.11% | +0.11 |
| QBTS D-Wave Quantum Inc. | New | 0.10% | +0.10 |
| IG Prin Invest Grad Corp. ETF-Ui | Add +13.2% | 1.92% | +0.10 |
| IWM iShares Russell 2000 ETF | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | New | 0.09% | +0.09 |
| IBM Intl Business Machines Corp. | New | 0.08% | +0.08 |
| FALN iShares Fallen Angels ETF | Add +11.8% | 1.98% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +20.9% | 0.35% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +8.3% | 1.81% | +0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.5% | 2.29% | +0.05 |
| GLD SPDR Gold Shares | Add +1.4% | 0.70% | +0.04 |
| LLY Eli Lilly & Co. | Add +4.4% | 0.14% | +0.04 |
| PCAR Paccar Inc. | Add +0.1% | 0.36% | +0.02 |
| UITB Victoryshares Core Intermedi | Add +7.1% | 2.67% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +10.7% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.0% | 0.38% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.7% | 0.36% | +0.00 |
| EPD Enterprise Products Partners | Add +5.8% | 0.11% | +0.00 |
| KO The Coca-Cola Co. | Add +2.8% | 0.10% | +0.00 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +0.6% | 0.43% | +0.00 |
| AVDV Avantis Intl S/C Value ETF | Add +0.2% | 0.86% | −0.00 |
| PEP Pepsico Inc. | Add +0.4% | 0.14% | −0.00 |
| JBND JPMorgan Active Bond ETF | Add +6.2% | 2.75% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.03% | −0.01 |
| COP Conocophillips | Add +0.9% | 0.12% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Add +5.9% | 1.31% | −0.01 |
| GTO Invesco Total Return Bond Et | Add +6.0% | 2.60% | −0.01 |
| ABT Abbott Laboratories | Add +2.9% | 0.11% | −0.01 |
| WPC WP Carey Inc. | Add +0.4% | 0.10% | −0.01 |
| UMI Uscf Midstream Energy Income | Add +9.8% | 1.00% | −0.01 |
| AVGO Broadcom Inc. | Add +0.0% | 1.10% | −0.01 |
| AIRR First Trust Rba American Ind | Add +2.3% | 0.66% | −0.01 |
| MUB iShares National Muni Bond E | Add +4.5% | 1.47% | −0.01 |
| CMBS iShares CMBS ETF | Add +4.9% | 1.36% | −0.02 |
Options Activity Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +0.1% | 717,600 | $489.3M |
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 |