INSIGHT WEALTH PARTNERS, LLC

Filed: 2/14/2025ACC: 0001172661-25-001086

📋 What this filing means

INSIGHT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $729.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$729.98M

Total AUM (reported)

4.48M

Total Shares

Allocation by class

TR UNIT$556.56M76.2%

COM$26.11M3.6%

INVSCO BLSH 26$13.16M1.8%

IBOXX INV CP ETF$12.06M1.7%

ISHARES NEW$8.41M1.2%

TOTAL BD ETF$8.27M1.1%

ULTRA SHRT ETF$8.16M1.1%

Portfolio Concentration

Top 3$581.78M79.7%

4–10$47.71M6.5%

11–25$49.21M6.7%

Rest$51.27M7.0%

Top 3 weight

79.7%

Top 10 weight

86.2%

Voting Authority Distribution

Total shares with voting rights: 4.48M

Sole

Full voting authority

22.92K

% of voting shares0.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.46M

% of voting shares99.5%

Investment Discretion (by position count)

Sole94

Shared0

Other0

Dominant voting typeNone · 99.5% of voting shares

Institutional Holdings94

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares949.63K

TypeSH

Market value$556.56M

76.24%

Sole

2.60K

Shared

0.00

None

947.03K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO BLSH 26

Shares565.51K

TypeSH

Market value$13.16M

1.80%

Sole

0.00

Shared

0.00

None

565.51K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares112.89K

TypeSH

Market value$12.06M

1.65%

Sole

2.16K

Shared

0.00

None

110.73K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares169.80K

TypeSH

Market value$8.41M

1.15%

Sole

0.00

Shared

0.00

None

169.80K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares184.40K

TypeSH

Market value$8.27M

1.13%

Sole

5.03K

Shared

0.00

None

179.37K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares161.92K

TypeSH

Market value$8.16M

1.12%

Sole

0.00

Shared

0.00

None

161.92K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares185.80K

TypeSH

Market value$7.77M

1.06%

Sole

0.00

Shared

0.00

None

185.80K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares73.50K

TypeSH

Market value$5.56M

0.76%

Sole

0.00

Shared

0.00

None

73.50K

ISHARES TR

SOLE

TIPS BD ETF

Shares46.13K

TypeSH

Market value$4.92M

0.67%

Sole

1.11K

Shared

0.00

None

45.02K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares88.57K

TypeSH

Market value$4.63M

0.63%

Sole

0.00

Shared

0.00

None

88.57K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares99.72K

TypeSH

Market value$4.63M

0.63%

Sole

2.76K

Shared

0.00

None

96.95K

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares96.72K

TypeSH

Market value$4.45M

0.61%

Sole

0.00

Shared

0.00

None

96.72K

DIREXION SHS ETF TR

SOLE

DRX S&P500BULL

Shares26.25K

TypeSH

Market value$4.43M

0.61%

Sole

1.26K

Shared

0.00

None

25K

NVIDIA CORPORATION

SOLE

COM

Shares30.26K

TypeSH

Market value$4.06M

0.56%

Sole

0.00

Shared

0.00

None

30.26K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares48.03K

TypeSH

Market value$3.78M

0.52%

Sole

1.46K

Shared

0.00

None

46.57K

ISHARES TR

SOLE

FALN ANGLS USD

Shares123.21K

TypeSH

Market value$3.29M

0.45%

Sole

2.73K

Shared

0.00

None

120.48K

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares36.37K

TypeSH

Market value$3.24M

0.44%

Sole

747.00

Shared

0.00

None

35.62K

PRINCIPAL EXCHANGE TRADED FD

SOLE

PRNC INVT GRAD

Shares158.30K

TypeSH

Market value$3.22M

0.44%

Sole

642.00

Shared

0.00

None

157.66K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSC 30 MUNI BD

Shares133.75K

TypeSH

Market value$2.91M

0.40%

Sole

0.00

Shared

0.00

None

133.75K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares26.36K

TypeSH

Market value$2.81M

0.38%

Sole

293.00

Shared

0.00

None

26.06K

ARK ETF TR

SOLE

INNOVATION ETF

Shares48.20K

TypeSH

Market value$2.74M

0.37%

Sole

0.00

Shared

0.00

None

48.20K

DBX ETF TR

SOLE

XTRACKERS S&P

Shares46.53K

TypeSH

Market value$2.48M

0.34%

Sole

0.00

Shared

0.00

None

46.53K

ISHARES TR

SOLE

CMBS ETF

Shares51.76K

TypeSH

Market value$2.44M

0.33%

Sole

1.29K

Shared

0.00

None

50.47K

APPLE INC

SOLE

COM

Shares9.73K

TypeSH

Market value$2.44M

0.33%

Sole

0.00

Shared

0.00

None

9.73K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares25.55K

TypeSH

Market value$2.31M

0.32%

Sole

646.00

Shared

0.00

None

24.90K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	949.63K	SH	$556.56M 76.24%	2.60K	947.03K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO BLSH 26	565.51K	SH	$13.16M 1.80%	0.00	565.51K
ISHARES TRSOLE	IBOXX INV CP ETF	112.89K	SH	$12.06M 1.65%	2.16K	110.73K
ISHARES GOLD TRSOLE	ISHARES NEW	169.80K	SH	$8.41M 1.15%	0.00	169.80K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	184.40K	SH	$8.27M 1.13%	5.03K	179.37K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	161.92K	SH	$8.16M 1.12%	0.00	161.92K
ISHARES TRSOLE	MSCI EMG MKT ETF	185.80K	SH	$7.77M 1.06%	0.00	185.80K
ISHARES TRSOLE	MSCI EAFE ETF	73.50K	SH	$5.56M 0.76%	0.00	73.50K
ISHARES TRSOLE	TIPS BD ETF	46.13K	SH	$4.92M 0.67%	1.11K	45.02K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	88.57K	SH	$4.63M 0.63%	0.00	88.57K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	99.72K	SH	$4.63M 0.63%	2.76K	96.95K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	96.72K	SH	$4.45M 0.61%	0.00	96.72K
DIREXION SHS ETF TRSOLE	DRX S&P500BULL	26.25K	SH	$4.43M 0.61%	1.26K	25K
NVIDIA CORPORATIONSOLE	COM	30.26K	SH	$4.06M 0.56%	0.00	30.26K
ISHARES TRSOLE	IBOXX HI YD ETF	48.03K	SH	$3.78M 0.52%	1.46K	46.57K
ISHARES TRSOLE	FALN ANGLS USD	123.21K	SH	$3.29M 0.45%	2.73K	120.48K
ISHARES TRSOLE	JPMORGAN USD EMG	36.37K	SH	$3.24M 0.44%	747.00	35.62K
PRINCIPAL EXCHANGE TRADED FDSOLE	PRNC INVT GRAD	158.30K	SH	$3.22M 0.44%	642.00	157.66K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSC 30 MUNI BD	133.75K	SH	$2.91M 0.40%	0.00	133.75K
ISHARES TRSOLE	NATIONAL MUN ETF	26.36K	SH	$2.81M 0.38%	293.00	26.06K
ARK ETF TRSOLE	INNOVATION ETF	48.20K	SH	$2.74M 0.37%	0.00	48.20K
DBX ETF TRSOLE	XTRACKERS S&P	46.53K	SH	$2.48M 0.34%	0.00	46.53K
ISHARES TRSOLE	CMBS ETF	51.76K	SH	$2.44M 0.33%	1.29K	50.47K
APPLE INCSOLE	COM	9.73K	SH	$2.44M 0.33%	0.00	9.73K
PIMCO ETF TRSOLE	ACTIVE BD ETF	25.55K	SH	$2.31M 0.32%	646.00	24.90K

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