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CIK: 0001627003
Total reported value
$744.8M
$744.8M
114 檔
75.8%
In Q4 2025, Insight Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $744.8M, distributed across 114 disclosed stock positions.
In Q4 2025, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 19 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 | 67.32% | -5.14% | +0.30% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.17% | -0.09% | -1.12% | |
| 3 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 3.00% | +3.85% | -2.23% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.04% | -0.58% | +10.91% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.86% | -0.33% | +2.77% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.50% | -0.42% | +4.87% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.11% | +2.85% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.90% | +0.06% | +6.17% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.88% | +0.06% | +7.12% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.86% | -0.28% | +5.11% | |
| 11 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.86% | -0.27% | +5.96% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.75% | -0.17% | +9.48% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.09% | -5.09% | |
| 14 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.65% | -0.12% | +11.77% | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.63% | +0.05% | +13.19% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.60% | -0.15% | +8.30% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.13% | +4.54% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.11% | — | |
| 19 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.45% | -0.14% | +4.91% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.43% | -0.15% | +5.86% | |
| 21 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.43% | +0.07% | -1.44% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.11% | +0.04% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.05% | -3.43% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.10% | -0.55% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.03% | +0.48% | |
| 26 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.33% | -0.05% | -0.93% | |
| 27 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.33% | +0.02% | +9.82% | |
| 28 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.33% | +0.02% | +4.23% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.32% | +0.34% | -3.62% | |
| 30 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.31% | -0.01% | — | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.28% | — | +0.16% | |
| 32 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.26% | +0.01% | +2.12% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.25% | +0.04% | +0.15% | |
| 34 | TBG | Tbg Dividend Focus ETF | ETF-Other | 0.25% | +0.02% | +37.45% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.05% | +1.38% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.22% | +0.09% | +2.26% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.21% | -0.06% | -2.01% | |
| 38 | FANG | Diamondback Energy Inc | Stock-Energy | 0.20% | -0.04% | — | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.18% | +0.02% | -4.26% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.17% | +0.08% | -4.90% | |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.16% | +0.05% | -1.04% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -5.56% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | +196.17% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.02% | -7.58% | |
| 45 | WEA | Western Asset Premier Bond | Stock-Other | 0.14% | -0.02% | +0.49% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.14% | -0.16% | EXIT | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | — | +1.44% | |
| 48 | TOPT | Ishares Top 20 US Stocks ETF | ETF-Other | 0.14% | -0.11% | EXIT | |
| 49 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.14% | +0.04% | +0.61% | |
| 50 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.14% | -0.01% | -7.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +36% | +0.30% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.1% | +196.17% | Add |
| 3 | CVNA | Carvana Co | 0% | +169.28% | Add |
| 4 | TOPT | Ishares Top 20 US Stocks ETF | 0% | +174.72% | Add |
| 5 | GDX | Vaneck Gold Miners ETF | 0% | +114.02% | Add |
| 6 | VBND | Vident US Bond Strat ETF | 0% | +82.86% | Add |
| 7 | BSJQ | Invesco Bulletshares 2026 Hy | -0.1% | -48.44% | Trim |
| 8 | TBG | Tbg Dividend Focus ETF | -0.2% | +37.45% | Add |
| 9 | BALT | Inn Defined Wealth Shield | -0.2% | -41.48% | Trim |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | -0.2% | -34.04% | Trim |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | -0.2% | -62.02% | Trim |
| 12 | PHYS | Sprott Physical Gold Trust | -0.3% | -0.93% | Trim |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | -0.6% | +8.30% | Add |
| 14 | IG | Prin Invest Grad CORP Etf-ui | -0.6% | +13.19% | Add |
| 15 | FALN | Ishares Fallen Angels ETF | -0.7% | +11.77% | Add |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.8% | +9.48% | Add |
| 17 | NVDA | Nvidia CORP | -0.9% | -5.09% | Trim |
| 18 | GTO | Invesco Total Return Bond Et | -0.9% | +5.96% | Add |
| 19 | UITB | Victoryshares Core Intermedi | -1% | +7.12% | Add |
| 20 | IAU | Ishares Gold Trust | -1% | +2.85% | Add |
| 21 | TIP | Ishares Tips Bond ETF | -1% | +5.11% | Add |
| 22 | JBND | Jpmorgan Active Bond ETF | -1% | +6.17% | Add |
| 23 | FBND | Fidelity Total Bond ETF | -1.7% | +4.87% | Add |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -2.1% | +10.91% | Add |
| 25 | JPST | Jpmorgan Ultra-short Income | -2.2% | +2.77% | Add |
| 26 | SPXL | Direxion Daily S&p 500 Bull | -3.6% | -2.23% | Trim |
| 27 | VCIT | Vanguard Int-term Corporate | -4% | -1.12% | Trim |
| 28 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 29 | SPUU | Dir Dai S&p 500 Bu 2x Etf-us | — | NEW | New buy |
| 30 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 31 | HD | Home Depot Inc | — | EXIT | Sold out |
| 32 | BROS | Dutch Bros Inc-class A | — | NEW | New buy |
| 33 | NDAQ | Nasdaq Inc | — | EXIT | Sold out |
| 34 | ACN | Accenture plc | — | EXIT | Sold out |
| 35 | KE | Kimball Electronics Inc | — | NEW | New buy |
| 36 | CALY | Callaway Golf Company | — | NEW | New buy |
| 37 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 38 | TXRH | Texas Roadhouse Inc | — | EXIT | Sold out |
| 39 | ZAUG | Innov Eq Protect ETF - 1 Aug | — | EXIT | Sold out |
| 40 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 41 | APP | Applovin Corp-class A | — | NEW | New buy |
| 42 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 43 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 44 | QBTS | D-wave Quantum Inc | — | NEW | New buy |
| 45 | XTOC | Innovator US Eqy Accel Pl-oc | — | EXIT | Sold out |
| 46 | DDFL | Invtr Eq D Di 15 B ETF - Jul | — | EXIT | Sold out |
| 47 | BP | Bp Plc-spons Adr | — | EXIT | Sold out |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 49 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 50 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
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 Q4 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 75.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
IEF
市值: $3.4M
Top Position Liquidated / Trimmed
HD
前期市值: $806.3K
During Q4 2025, Insight Wealth Partners, LLC's top holdings by market value included SPY (67.3%)、VCIT (3.2%)、SPXL (3.0%). The largest single position, SPY, represented 67.3% of total portfolio value.
In Q4 2025, Insight Wealth Partners, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 8 holdings, and fully liquidating 12 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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