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Insight Wealth Partners, LLC
Insight Wealth Partners, LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. Founded in 2010, the firm provides comprehensive financial planning, retirement planning, estate planning, and investment management services primarily to individuals and high-net-worth clients. With over 14 employees as of 2025, Insight Wealth Partners delivers customized strategies and serves clients seeking tailored holistic advice to build and preserve wealth.
Investment Strategy
Insight Wealth Partners applies a client-centered approach, focusing on individualized wealth management strategies that integrate financial planning and investment management. The firm emphasizes diversified, liquid portfolios and uses a mix of equities, ETFs, fixed income, and alternative assets. Investment decisions are guided by the goal of long-term growth and risk-adjusted returns tailored to each client's financial situation and objectives.
Latest 13F Filing Activity
Insight Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions and 1 options positions with a total 13F market value of $258M. The fund increased holdings in Direxion SHS Etf TR, J P Morgan Exchange Traded F, Uscf Etf TR among other positions. Insight Wealth Partners, LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Ishares Gold TR, Ishares TR among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPXL | DIREXION SHS ETF TR | 7.79% | $20.1M | 115,614 | $154.12 | $173.53 | +$16.4M |
J JPST | J P MORGAN EXCHANGE TRADED F | 6.10% | $15.7M | 310,301 | $50.44 | $50.68 | +$7.2M |
L LQD | ISHARES TR | 4.55% | $11.7M | 106,939 | $114.53 | $109.61 | -$1.5M |
F FBND | FIDELITY MERRIMACK STR TR | 3.43% | $8.8M | 192,949 | $48.17 | $45.75 | +$274.4K |
I IAU | ISHARES GOLD TR | 2.17% | $5.6M | 89,476 | $35.18 | $62.36 | -$3.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Call | $77.4M | 7,433 | $617.85 | $475.48 | -215 | -$350.5M |
Industry Allocation
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