Insight Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationplano, TX
- Num holdings
115
- Value ($000)
$328,330
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001627003
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $102.05M | 31 % | 716,800 | call | |
V VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $23.47M | 7 % | 279,065 | ||
S DIREXION SHS ETF TR | DRX S&P500BULL | 25459W862 | $21.49M | 7 % | 101,417 | ||
L ISHARES TR | IBOXX INV CP ETF | 464287242 | $13.57M | 4 % | 121,766 | ||
J J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $13.24M | 4 % | 260,982 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $10.49M | 3 % | 226,771 | ||
I ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.49M | 2 % | 89,243 | ||
J J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $6.23M | 2 % | 114,961 | ||
T ISHARES TR | TIPS BD ETF | 464287176 | $6.06M | 2 % | 54,443 | ||
U VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 | $6.02M | 2 % | 126,716 |
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