INSIGHT WEALTH PARTNERS, LLC

Filed: 5/15/2025ACC: 0001172661-25-002108

📋 What this filing means

INSIGHT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $600.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$600.67M

Total AUM (reported)

4.34M

Total Shares

Allocation by class

TR UNIT$428.45M71.3%

COM$24.00M4.0%

INVSCO BLSH 26$13.26M2.2%

IBOXX INV CP ETF$13.21M2.2%

ISHARES NEW$9.43M1.6%

TOTAL BD ETF$8.55M1.4%

ULTRA SHRT ETF$8.52M1.4%

Portfolio Concentration

Top 3$454.93M75.7%

4–10$45.60M7.6%

11–25$44.93M7.5%

Rest$55.20M9.2%

Top 3 weight

75.7%

Top 10 weight

83.3%

Voting Authority Distribution

Total shares with voting rights: 4.34M

Sole

Full voting authority

26.59K

% of voting shares0.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.32M

% of voting shares99.4%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeNone · 99.4% of voting shares

Institutional Holdings107

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares765.93K

TypeSH

Market value$428.45M

71.33%

Sole

1.70K

Shared

0.00

None

764.23K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO BLSH 26

Shares571.71K

TypeSH

Market value$13.26M

2.21%

Sole

0.00

Shared

0.00

None

571.71K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares121.58K

TypeSH

Market value$13.21M

2.20%

Sole

2.67K

Shared

0.00

None

118.91K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares159.91K

TypeSH

Market value$9.43M

1.57%

Sole

0.00

Shared

0.00

None

159.91K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares187.36K

TypeSH

Market value$8.55M

1.42%

Sole

6.25K

Shared

0.00

None

181.11K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares168.21K

TypeSH

Market value$8.52M

1.42%

Sole

0.00

Shared

0.00

None

168.21K

ISHARES TR

SOLE

TIPS BD ETF

Shares46.21K

TypeSH

Market value$5.13M

0.85%

Sole

1.36K

Shared

0.00

None

44.85K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares101.29K

TypeSH

Market value$4.75M

0.79%

Sole

3.35K

Shared

0.00

None

97.94K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares87.94K

TypeSH

Market value$4.71M

0.78%

Sole

0.00

Shared

0.00

None

87.94K

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares96.07K

TypeSH

Market value$4.51M

0.75%

Sole

0.00

Shared

0.00

None

96.07K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares50.21K

TypeSH

Market value$3.96M

0.66%

Sole

1.90K

Shared

0.00

None

48.31K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares84.40K

TypeSH

Market value$3.69M

0.61%

Sole

0.00

Shared

0.00

None

84.40K

DIREXION SHS ETF TR

SOLE

DRX S&P500BULL

Shares25.90K

TypeSH

Market value$3.64M

0.61%

Sole

1.40K

Shared

0.00

None

24.50K

PRINCIPAL EXCHANGE TRADED FD

SOLE

PRNC INVT GRAD

Shares173.09K

TypeSH

Market value$3.58M

0.60%

Sole

651.00

Shared

0.00

None

172.44K

ISHARES TR

SOLE

FALN ANGLS USD

Shares128.46K

TypeSH

Market value$3.44M

0.57%

Sole

3.54K

Shared

0.00

None

124.92K

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares36.78K

TypeSH

Market value$3.33M

0.55%

Sole

897.00

Shared

0.00

None

35.88K

NVIDIA CORPORATION

SOLE

COM

Shares28.18K

TypeSH

Market value$3.05M

0.51%

Sole

0.00

Shared

0.00

None

28.18K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares35.10K

TypeSH

Market value$2.87M

0.48%

Sole

0.00

Shared

0.00

None

35.10K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSC 30 MUNI BD

Shares132.40K

TypeSH

Market value$2.86M

0.48%

Sole

0.00

Shared

0.00

None

132.40K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares26.15K

TypeSH

Market value$2.76M

0.46%

Sole

293.00

Shared

0.00

None

25.86K

ISHARES TR

SOLE

CMBS ETF

Shares52.07K

TypeSH

Market value$2.50M

0.42%

Sole

1.57K

Shared

0.00

None

50.50K

DBX ETF TR

SOLE

XTRACKRS S&P 500

Shares48.34K

TypeSH

Market value$2.44M

0.41%

Sole

0.00

Shared

0.00

None

48.34K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares25.79K

TypeSH

Market value$2.38M

0.40%

Sole

800.00

Shared

0.00

None

24.99K

APPLE INC

SOLE

COM

Shares10.06K

TypeSH

Market value$2.23M

0.37%

Sole

0.00

Shared

0.00

None

10.06K

ISHARES TR

SOLE

BBB RATED CORP

Shares25.63K

TypeSH

Market value$2.20M

0.37%

Sole

0.00

Shared

0.00

None

25.63K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	765.93K	SH	$428.45M 71.33%	1.70K	764.23K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO BLSH 26	571.71K	SH	$13.26M 2.21%	0.00	571.71K
ISHARES TRSOLE	IBOXX INV CP ETF	121.58K	SH	$13.21M 2.20%	2.67K	118.91K
ISHARES GOLD TRSOLE	ISHARES NEW	159.91K	SH	$9.43M 1.57%	0.00	159.91K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	187.36K	SH	$8.55M 1.42%	6.25K	181.11K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	168.21K	SH	$8.52M 1.42%	0.00	168.21K
ISHARES TRSOLE	TIPS BD ETF	46.21K	SH	$5.13M 0.85%	1.36K	44.85K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	101.29K	SH	$4.75M 0.79%	3.35K	97.94K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	87.94K	SH	$4.71M 0.78%	0.00	87.94K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	96.07K	SH	$4.51M 0.75%	0.00	96.07K
ISHARES TRSOLE	IBOXX HI YD ETF	50.21K	SH	$3.96M 0.66%	1.90K	48.31K
ISHARES TRSOLE	MSCI EMG MKT ETF	84.40K	SH	$3.69M 0.61%	0.00	84.40K
DIREXION SHS ETF TRSOLE	DRX S&P500BULL	25.90K	SH	$3.64M 0.61%	1.40K	24.50K
PRINCIPAL EXCHANGE TRADED FDSOLE	PRNC INVT GRAD	173.09K	SH	$3.58M 0.60%	651.00	172.44K
ISHARES TRSOLE	FALN ANGLS USD	128.46K	SH	$3.44M 0.57%	3.54K	124.92K
ISHARES TRSOLE	JPMORGAN USD EMG	36.78K	SH	$3.33M 0.55%	897.00	35.88K
NVIDIA CORPORATIONSOLE	COM	28.18K	SH	$3.05M 0.51%	0.00	28.18K
ISHARES TRSOLE	MSCI EAFE ETF	35.10K	SH	$2.87M 0.48%	0.00	35.10K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSC 30 MUNI BD	132.40K	SH	$2.86M 0.48%	0.00	132.40K
ISHARES TRSOLE	NATIONAL MUN ETF	26.15K	SH	$2.76M 0.46%	293.00	25.86K
ISHARES TRSOLE	CMBS ETF	52.07K	SH	$2.50M 0.42%	1.57K	50.50K
DBX ETF TRSOLE	XTRACKRS S&P 500	48.34K	SH	$2.44M 0.41%	0.00	48.34K
PIMCO ETF TRSOLE	ACTIVE BD ETF	25.79K	SH	$2.38M 0.40%	800.00	24.99K
APPLE INCSOLE	COM	10.06K	SH	$2.23M 0.37%	0.00	10.06K
ISHARES TRSOLE	BBB RATED CORP	25.63K	SH	$2.20M 0.37%	0.00	25.63K

Page 1 of 5

…