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Insight Wealth Partners, LLC

Q4 2025 13F Holdings

  • Location
    plano, TX
  • Num holdings

    115

  • Value ($000)

    $729,680

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001627003
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$489.35M
67 %

717,600

call
V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$23.11M
3 %

275,950

S
SPXL

DIREXION SHS ETF TR

DRX S&P500BULL
25459W862
$21.88M
3 %

99,158

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$14.88M
2 %

135,050

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$13.57M
2 %

268,202

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$10.95M
2 %

237,809

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$7.45M
1 %

91,789

J
JBND

J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF
46654Q716
$6.6M
1 %

122,056

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$6.43M
1 %

135,743

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$6.29M
1 %

57,225

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