Insight Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationplano, TX
- Num holdings
108
- Value ($000)
$257,673
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001627003
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $77.36 M | 30 % | 743,300 | call | |
SPXL DIREXION SHS ETF TR | DRX S&P500BULL | 25459W862 | $20.06 M | 8 % | 115,614 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $15.73 M | 6 % | 310,301 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $11.72 M | 5 % | 106,939 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $8.83 M | 3 % | 192,949 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.58 M | 2 % | 89,476 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $5.13 M | 2 % | 46,639 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $5.06 M | 2 % | 94,436 | ||
UITB VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 | $4.88 M | 2 % | 103,599 | ||
GTO INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $4.82 M | 2 % | 102,875 |
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