INSIGHT WEALTH PARTNERS, LLC

Filed: 7/31/2025ACC: 0001172661-25-002834

📋 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 $257.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$257.67M

Total AUM (reported)

3.80M

Total Shares

Allocation by class

TR UNIT$78.19M30.3%

COM$27.19M10.6%

DRX S&P500BULL$20.06M7.8%

ULTRA SHRT ETF$15.73M6.1%

IBOXX INV CP ETF$11.72M4.5%

TOTAL BD ETF$8.83M3.4%

ISHARES NEW$5.58M2.2%

Portfolio Concentration

Top 3$113.97M44.2%

4–10$46.02M17.9%

11–25$43.27M16.8%

Rest$54.41M21.1%

Top 3 weight

44.2%

Top 10 weight

62.1%

Voting Authority Distribution

Total shares with voting rights: 3.80M

Sole

Full voting authority

27.65K

% of voting shares0.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.77M

% of voting shares99.3%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeNone · 99.3% of voting shares

Institutional Holdings107

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares744.63K

TypeSH

Market value$78.19M

30.34%

Sole

1.90K

Shared

0.00

None

742.73K

DIREXION SHS ETF TR

SOLE

DRX S&P500BULL

Shares115.61K

TypeSH

Market value$20.06M

7.79%

Sole

2.09K

Shared

0.00

None

113.53K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares310.30K

TypeSH

Market value$15.73M

6.10%

Sole

0.00

Shared

0.00

None

310.30K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares106.94K

TypeSH

Market value$11.72M

4.55%

Sole

2.69K

Shared

0.00

None

104.25K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares192.95K

TypeSH

Market value$8.83M

3.43%

Sole

6.29K

Shared

0.00

None

186.66K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares89.48K

TypeSH

Market value$5.58M

2.17%

Sole

0.00

Shared

0.00

None

89.48K

ISHARES TR

SOLE

TIPS BD ETF

Shares46.64K

TypeSH

Market value$5.13M

1.99%

Sole

1.33K

Shared

0.00

None

45.30K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares94.44K

TypeSH

Market value$5.06M

1.96%

Sole

0.00

Shared

0.00

None

94.44K

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares103.60K

TypeSH

Market value$4.88M

1.89%

Sole

0.00

Shared

0.00

None

103.60K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares102.88K

TypeSH

Market value$4.82M

1.87%

Sole

3.38K

Shared

0.00

None

99.49K

NVIDIA CORPORATION

SOLE

COM

Shares28.39K

TypeSH

Market value$4.49M

1.74%

Sole

0.00

Shared

0.00

None

28.39K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares52.47K

TypeSH

Market value$4.23M

1.64%

Sole

1.94K

Shared

0.00

None

50.53K

PRINCIPAL EXCHANGE TRADED FD

SOLE

PRNC INVT GRAD

Shares184.09K

TypeSH

Market value$3.83M

1.49%

Sole

668.00

Shared

0.00

None

183.43K

ISHARES TR

SOLE

FALN ANGLS USD

Shares134.02K

TypeSH

Market value$3.64M

1.41%

Sole

3.58K

Shared

0.00

None

130.44K

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares37.08K

TypeSH

Market value$3.43M

1.33%

Sole

878.00

Shared

0.00

None

36.20K

DBX ETF TR

SOLE

XTRACKRS S&P 500

Shares50.39K

TypeSH

Market value$2.79M

1.08%

Sole

0.00

Shared

0.00

None

50.39K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares26.49K

TypeSH

Market value$2.77M

1.07%

Sole

293.00

Shared

0.00

None

26.19K

ISHARES TR

SOLE

CMBS ETF

Shares53.57K

TypeSH

Market value$2.61M

1.01%

Sole

1.58K

Shared

0.00

None

51.99K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares26.13K

TypeSH

Market value$2.41M

0.93%

Sole

821.00

Shared

0.00

None

25.31K

AMAZON COM INC

SOLE

COM

Shares10.55K

TypeSH

Market value$2.32M

0.90%

Sole

0.00

Shared

0.00

None

10.55K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSC 30 MUNI BD

Shares105.21K

TypeSH

Market value$2.26M

0.88%

Sole

0.00

Shared

0.00

None

105.21K

ISHARES TR

SOLE

BBB RATED CORP

Shares25.59K

TypeSH

Market value$2.22M

0.86%

Sole

0.00

Shared

0.00

None

25.59K

USCF ETF TR

SOLE

MIDSTREAM ENERGY

Shares42.01K

TypeSH

Market value$2.14M

0.83%

Sole

0.00

Shared

0.00

None

42.01K

BROADCOM INC

SOLE

COM

Shares7.51K

TypeSH

Market value$2.07M

0.80%

Sole

0.00

Shared

0.00

None

7.51K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares25.95K

TypeSH

Market value$2.06M

0.80%

Sole

172.00

Shared

0.00

None

25.78K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	744.63K	SH	$78.19M 30.34%	1.90K	742.73K
DIREXION SHS ETF TRSOLE	DRX S&P500BULL	115.61K	SH	$20.06M 7.79%	2.09K	113.53K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	310.30K	SH	$15.73M 6.10%	0.00	310.30K
ISHARES TRSOLE	IBOXX INV CP ETF	106.94K	SH	$11.72M 4.55%	2.69K	104.25K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	192.95K	SH	$8.83M 3.43%	6.29K	186.66K
ISHARES GOLD TRSOLE	ISHARES NEW	89.48K	SH	$5.58M 2.17%	0.00	89.48K
ISHARES TRSOLE	TIPS BD ETF	46.64K	SH	$5.13M 1.99%	1.33K	45.30K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	94.44K	SH	$5.06M 1.96%	0.00	94.44K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	103.60K	SH	$4.88M 1.89%	0.00	103.60K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	102.88K	SH	$4.82M 1.87%	3.38K	99.49K
NVIDIA CORPORATIONSOLE	COM	28.39K	SH	$4.49M 1.74%	0.00	28.39K
ISHARES TRSOLE	IBOXX HI YD ETF	52.47K	SH	$4.23M 1.64%	1.94K	50.53K
PRINCIPAL EXCHANGE TRADED FDSOLE	PRNC INVT GRAD	184.09K	SH	$3.83M 1.49%	668.00	183.43K
ISHARES TRSOLE	FALN ANGLS USD	134.02K	SH	$3.64M 1.41%	3.58K	130.44K
ISHARES TRSOLE	JPMORGAN USD EMG	37.08K	SH	$3.43M 1.33%	878.00	36.20K
DBX ETF TRSOLE	XTRACKRS S&P 500	50.39K	SH	$2.79M 1.08%	0.00	50.39K
ISHARES TRSOLE	NATIONAL MUN ETF	26.49K	SH	$2.77M 1.07%	293.00	26.19K
ISHARES TRSOLE	CMBS ETF	53.57K	SH	$2.61M 1.01%	1.58K	51.99K
PIMCO ETF TRSOLE	ACTIVE BD ETF	26.13K	SH	$2.41M 0.93%	821.00	25.31K
AMAZON COM INCSOLE	COM	10.55K	SH	$2.32M 0.90%	0.00	10.55K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSC 30 MUNI BD	105.21K	SH	$2.26M 0.88%	0.00	105.21K
ISHARES TRSOLE	BBB RATED CORP	25.59K	SH	$2.22M 0.86%	0.00	25.59K
USCF ETF TRSOLE	MIDSTREAM ENERGY	42.01K	SH	$2.14M 0.83%	0.00	42.01K
BROADCOM INCSOLE	COM	7.51K	SH	$2.07M 0.80%	0.00	7.51K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	25.95K	SH	$2.06M 0.80%	172.00	25.78K

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