INSIGHT WEALTH PARTNERS, LLC

Filed: 11/12/2025ACC: 0001172661-25-004687

📋 What this filing means

INSIGHT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $328.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

114

Positions

$328.33M

Total AUM (reported)

4.30M

Total Shares

Allocation by class

TR UNIT$102.98M31.4%

COM$29.44M9.0%

INT-TERM CORP$23.47M7.1%

DRX S&P500BULL$21.49M6.5%

IBOXX INV CP ETF$13.57M4.1%

ULTRA SHRT ETF$13.24M4.0%

TOTAL BD ETF$10.49M3.2%

Portfolio Concentration

Top 3$147.94M45.1%

4–10$62.10M18.9%

11–25$53.62M16.3%

Rest$64.68M19.7%

Top 3 weight

45.1%

Top 10 weight

64.0%

Voting Authority Distribution

Total shares with voting rights: 4.30M

Sole

Full voting authority

29.05K

% of voting shares0.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.27M

% of voting shares99.3%

Investment Discretion (by position count)

Sole114

Shared0

Other0

Dominant voting typeNone · 99.3% of voting shares

Institutional Holdings114

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares718.19K

TypeSH

Market value$102.98M

31.36%

Sole

1.90K

Shared

0.00

None

716.29K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares279.06K

TypeSH

Market value$23.47M

7.15%

Sole

0.00

Shared

0.00

None

279.06K

DIREXION SHS ETF TR

SOLE

DRX S&P500BULL

Shares101.42K

TypeSH

Market value$21.49M

6.55%

Sole

2.09K

Shared

0.00

None

99.33K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares121.77K

TypeSH

Market value$13.57M

4.13%

Sole

2.84K

Shared

0.00

None

118.93K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares260.98K

TypeSH

Market value$13.24M

4.03%

Sole

0.00

Shared

0.00

None

260.98K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares226.77K

TypeSH

Market value$10.49M

3.19%

Sole

6.82K

Shared

0.00

None

219.96K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares89.24K

TypeSH

Market value$6.49M

1.98%

Sole

0.00

Shared

0.00

None

89.24K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares114.96K

TypeSH

Market value$6.23M

1.90%

Sole

0.00

Shared

0.00

None

114.96K

ISHARES TR

SOLE

TIPS BD ETF

Shares54.44K

TypeSH

Market value$6.06M

1.84%

Sole

1.43K

Shared

0.00

None

53.02K

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares126.72K

TypeSH

Market value$6.02M

1.83%

Sole

0.00

Shared

0.00

None

126.72K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares124.60K

TypeSH

Market value$5.92M

1.80%

Sole

3.44K

Shared

0.00

None

121.17K

NVIDIA CORPORATION

SOLE

COM

Shares28.73K

TypeSH

Market value$5.36M

1.63%

Sole

0.00

Shared

0.00

None

28.73K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares62.37K

TypeSH

Market value$5.06M

1.54%

Sole

2.09K

Shared

0.00

None

60.28K

ISHARES TR

SOLE

FALN ANGLS USD

Shares155.86K

TypeSH

Market value$4.33M

1.32%

Sole

3.63K

Shared

0.00

None

152.22K

PRINCIPAL EXCHANGE TRADED FD

SOLE

PRNC INVT GRAD

Shares194.88K

TypeSH

Market value$4.11M

1.25%

Sole

1.07K

Shared

0.00

None

193.81K

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares41.67K

TypeSH

Market value$3.97M

1.21%

Sole

882.00

Shared

0.00

None

40.79K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares31.58K

TypeSH

Market value$3.36M

1.02%

Sole

206.00

Shared

0.00

None

31.37K

ISHARES TR

SOLE

CMBS ETF

Shares63.29K

TypeSH

Market value$3.11M

0.95%

Sole

1.65K

Shared

0.00

None

61.64K

DBX ETF TR

SOLE

XTRACKRS S&P 500

Shares50.93K

TypeSH

Market value$3.06M

0.93%

Sole

0.00

Shared

0.00

None

50.93K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares31.88K

TypeSH

Market value$2.98M

0.91%

Sole

852.00

Shared

0.00

None

31.03K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares32.61K

TypeSH

Market value$2.61M

0.79%

Sole

135.00

Shared

0.00

None

32.48K

APPLE INC

SOLE

COM

Shares10.09K

TypeSH

Market value$2.57M

0.78%

Sole

0.00

Shared

0.00

None

10.09K

BROADCOM INC

SOLE

COM

Shares7.67K

TypeSH

Market value$2.53M

0.77%

Sole

0.00

Shared

0.00

None

7.67K

AMAZON COM INC

SOLE

COM

Shares10.66K

TypeSH

Market value$2.34M

0.71%

Sole

0.00

Shared

0.00

None

10.66K

ISHARES TR

SOLE

BBB RATED CORP

Shares26.29K

TypeSH

Market value$2.31M

0.70%

Sole

0.00

Shared

0.00

None

26.29K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	718.19K	SH	$102.98M 31.36%	1.90K	716.29K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	279.06K	SH	$23.47M 7.15%	0.00	279.06K
DIREXION SHS ETF TRSOLE	DRX S&P500BULL	101.42K	SH	$21.49M 6.55%	2.09K	99.33K
ISHARES TRSOLE	IBOXX INV CP ETF	121.77K	SH	$13.57M 4.13%	2.84K	118.93K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	260.98K	SH	$13.24M 4.03%	0.00	260.98K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	226.77K	SH	$10.49M 3.19%	6.82K	219.96K
ISHARES GOLD TRSOLE	ISHARES NEW	89.24K	SH	$6.49M 1.98%	0.00	89.24K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	114.96K	SH	$6.23M 1.90%	0.00	114.96K
ISHARES TRSOLE	TIPS BD ETF	54.44K	SH	$6.06M 1.84%	1.43K	53.02K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	126.72K	SH	$6.02M 1.83%	0.00	126.72K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	124.60K	SH	$5.92M 1.80%	3.44K	121.17K
NVIDIA CORPORATIONSOLE	COM	28.73K	SH	$5.36M 1.63%	0.00	28.73K
ISHARES TRSOLE	IBOXX HI YD ETF	62.37K	SH	$5.06M 1.54%	2.09K	60.28K
ISHARES TRSOLE	FALN ANGLS USD	155.86K	SH	$4.33M 1.32%	3.63K	152.22K
PRINCIPAL EXCHANGE TRADED FDSOLE	PRNC INVT GRAD	194.88K	SH	$4.11M 1.25%	1.07K	193.81K
ISHARES TRSOLE	JPMORGAN USD EMG	41.67K	SH	$3.97M 1.21%	882.00	40.79K
ISHARES TRSOLE	NATIONAL MUN ETF	31.58K	SH	$3.36M 1.02%	206.00	31.37K
ISHARES TRSOLE	CMBS ETF	63.29K	SH	$3.11M 0.95%	1.65K	61.64K
DBX ETF TRSOLE	XTRACKRS S&P 500	50.93K	SH	$3.06M 0.93%	0.00	50.93K
PIMCO ETF TRSOLE	ACTIVE BD ETF	31.88K	SH	$2.98M 0.91%	852.00	31.03K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	32.61K	SH	$2.61M 0.79%	135.00	32.48K
APPLE INCSOLE	COM	10.09K	SH	$2.57M 0.78%	0.00	10.09K
BROADCOM INCSOLE	COM	7.67K	SH	$2.53M 0.77%	0.00	7.67K
AMAZON COM INCSOLE	COM	10.66K	SH	$2.34M 0.71%	0.00	10.66K
ISHARES TRSOLE	BBB RATED CORP	26.29K	SH	$2.31M 0.70%	0.00	26.29K

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