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CIK: 0001627003
Total reported value
$744.8M
$744.8M
114 檔
23.5%
At the close of Q3 2025, Insight Wealth Partners, LLC disclosed equity holdings valued at approximately $744.8M, spread across 114 reported holdings.
In Q3 2025, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 1 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 31.36% | -5.14% | -3.55% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.15% | -0.09% | — | |
| 3 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 6.55% | +3.85% | -12.28% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.13% | -0.58% | +13.86% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.03% | -0.33% | -15.89% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.19% | -0.42% | +17.53% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.98% | -0.11% | -0.26% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.90% | +0.06% | +21.73% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.84% | -0.28% | +16.73% | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.83% | +0.06% | +22.31% | |
| 11 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.80% | -0.27% | +21.12% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | +0.09% | +1.19% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.54% | -0.17% | +18.88% | |
| 14 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.32% | -0.12% | +16.30% | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 1.25% | +0.05% | +5.86% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.21% | -0.15% | +12.38% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.02% | -0.13% | +19.23% | |
| 18 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.95% | -0.14% | +18.14% | |
| 19 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | +1.07% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.91% | -0.15% | +22.02% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.79% | -0.10% | +25.68% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.05% | +0.71% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.11% | +2.06% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.03% | +1.03% | |
| 25 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.70% | +0.02% | +2.73% | |
| 26 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.70% | +0.02% | +6.46% | |
| 27 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.69% | -0.01% | -1.41% | |
| 28 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.67% | -0.05% | — | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.66% | +0.34% | +0.53% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.60% | — | +3.22% | |
| 31 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.56% | +0.01% | +5.36% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.54% | +0.04% | +3.47% | |
| 33 | AIRR | First Trust Rba American Ind | ETF-Other | 0.46% | +0.09% | +9.73% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.05% | -9.23% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.45% | -0.06% | +12.02% | |
| 36 | FANG | Diamondback Energy Inc | Stock-Energy | 0.42% | -0.04% | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.41% | +0.02% | +3.30% | |
| 38 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.40% | +0.02% | +102.89% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | — | +1.38% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.08% | -0.04% | |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.35% | +0.05% | +24.14% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.02% | +6.09% | |
| 43 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.33% | -0.01% | -0.92% | |
| 44 | WEA | Western Asset Premier Bond | Stock-Other | 0.32% | -0.02% | +3.14% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | — | +3.91% | |
| 46 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.30% | -0.01% | -2.30% | |
| 47 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.30% | +0.04% | +23.08% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.02% | -2.72% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.16% | EXIT | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.29% | -0.02% | +59.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPXL | Direxion Daily S&p 500 Bull | +5.9% | -12.28% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +2.6% | -15.89% | Add |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.9% | +13.86% | Add |
| 4 | FBND | Fidelity Total Bond ETF | +1.8% | +17.53% | Add |
| 5 | NVDA | Nvidia CORP | +1.1% | +1.19% | Add |
| 6 | JBND | Jpmorgan Active Bond ETF | +1.1% | +21.73% | Add |
| 7 | UITB | Victoryshares Core Intermedi | +1.1% | +22.31% | Add |
| 8 | GTO | Invesco Total Return Bond Et | +1% | +21.12% | Add |
| 9 | TIP | Ishares Tips Bond ETF | +1% | +16.73% | Add |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.9% | +18.88% | Add |
| 11 | FALN | Ishares Fallen Angels ETF | +0.8% | +16.30% | Add |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | +0.7% | +12.38% | Add |
| 13 | IG | Prin Invest Grad CORP Etf-ui | +0.7% | +5.86% | Add |
| 14 | UMI | Uscf Midstream Energy Income | +0.6% | +6.46% | Add |
| 15 | AVGO | Broadcom Inc | +0.6% | +2.06% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.6% | +19.23% | Add |
| 17 | CMBS | Ishares Cmbs ETF | +0.5% | +18.14% | Add |
| 18 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | +0.5% | +1.07% | Add |
| 19 | BOND | Pimco Active Bond Exchange-t | +0.5% | +22.02% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +25.68% | Add |
| 21 | SOXX | Ishares Semiconductor ETF | +0.4% | +0.53% | Add |
| 22 | IAU | Ishares Gold Trust | +0.4% | -0.26% | Trim |
| 23 | AAPL | Apple Inc | +0.4% | +0.71% | Add |
| 24 | AMZN | Amazon.com Inc | +0.4% | +1.03% | Add |
| 25 | AVDV | Avantis Intl S/c Value ETF | +0.4% | +3.22% | Add |
| 26 | TBG | Tbg Dividend Focus ETF | +0.3% | +102.89% | Add |
| 27 | AIRR | First Trust Rba American Ind | +0.3% | +9.73% | Add |
| 28 | GLD | Spdr Gold Shares | +0.3% | -9.23% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | +0.3% | +59.37% | Add |
| 30 | MSFT | Microsoft CORP | +0.3% | +1.38% | Add |
| 31 | ZALT | Innovator US Eq 10 Buffer | +0.2% | +162.23% | Add |
| 32 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +24.14% | Add |
| 33 | BSMU | Invesco Bulletshares 2030 Mb | +0.2% | -1.41% | Trim |
| 34 | TSLA | Tesla Inc | +0.2% | -2.72% | Add |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | +0.2% | +23.08% | Add |
| 36 | BALT | Inn Defined Wealth Shield | +0.2% | +28.40% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.2% | +13.75% | Add |
| 38 | VRT | Vertiv Holdings Co-a | +0.2% | +1.07% | Add |
| 39 | TXN | Texas Instruments Inc | — | -0.02% | Trim |
| 40 | ACN | Accenture plc | — | -28.73% | Trim |
| 41 | BSJQ | Invesco Bulletshares 2026 Hy | -2% | +0.86% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -40% | -3.55% | Trim |
| 43 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 44 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 45 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 46 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | Sold out |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 48 | EALT | Innovator US Eqty 5to15 Buff | — | EXIT | Sold out |
| 49 | KBDC | Kayne Anderson Bdc Inc | — | EXIT | Sold out |
| 50 | JAJL | Innovator Edp ETF - 6m Ja/jy | — | EXIT | Sold out |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $744.8M across 114 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VCIT, SPXL) accounted for 23.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCIT
市值: $23.5M
Top Position Liquidated / Trimmed
EEM
前期市值: $3.7M
During Q3 2025, Insight Wealth Partners, LLC's top holdings by market value included SPY (31.4%)、VCIT (7.2%)、SPXL (6.5%). The largest single position, SPY, represented 31.4% of total portfolio value.
In Q3 2025, Insight Wealth Partners, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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