Latest Insight Wealth Partners, LLC Stock Portfolio

Insight Wealth Partners, LLC Performance:

2025 Q3: 1.96%YTD: 3.31%2024: 3.59%

Performance for 2025 Q3 is 1.96%, and YTD is 3.31%, and 2024 is 3.59%.

About Insight Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

Insight Wealth Partners, LLC is a hedge fund based in PLANO, TX. On 11-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $688.1 Millions. In it's latest 13F Holdings report, Insight Wealth Partners, LLC reported an equity portfolio of $328.3 Millions as of 30 Sep, 2025.

The top stock holdings of Insight Wealth Partners, LLC are BNDW, DRN, IJR. The fund has invested 7.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 6.5% of portfolio in DIREXION SHS ETF TR.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BALT), KAYNE ANDERSON BDC INC and TEXAS PACIFIC LAND CORPORATI (TPL) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), ELI LILLY & CO (LLY) and J P MORGAN EXCHANGE TRADED F (BBAX). Insight Wealth Partners, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANECK ETF TRUST (AFK) and CARVANA CO (CVNA). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), EA SERIES TRUST (BOB) and PALANTIR TECHNOLOGIES INC (PLTR).

Insight Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Wealth Partners, LLC made a return of 1.96% in the last quarter. In trailing 12 months, it's portfolio return was 3.33%.

New Buys

Ticker	$ Bought
vanguard scottsdale fds	23,472,200
vaneck etf trust	327,527
carvana co	303,301
innovator etfs trust	294,893
innovator etfs trust	293,230
doordash inc	258,934
innovator etfs trust	231,262
innovator etfs trust	224,366

New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker	% Inc.
innovator etfs trust	162
ea series trust	102
palantir technologies inc	59.37
ishares tr	40.23
ishares tr	37.86
ishares tr	32.95
innovator etfs trust	28.4
vanguard scottsdale fds	25.68

Additions to existing portfolio by Insight Wealth Partners, LLC

Reductions

Ticker	% Reduced
accenture plc ireland	-28.73
eli lilly & co	-24.23
j p morgan exchange traded f	-15.89
vanguard bd index fds	-15.66
direxion shs etf tr	-12.28
spdr gold tr	-9.23
ishares tr	-5.7
ecolab inc	-4.94

Insight Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
kayne anderson bdc inc	-328,990
innovator etfs trust	-342,266
international business machs	-203,398
texas pacific land corporati	-219,729

Insight Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Partners, LLC has about 83.7% of it's holdings in Others sector.

Sector	%
Others	83.7
Technology	7.1
Consumer Cyclical	2.3
Energy	1.5
Utilities	1.4
Industrials	1.1

Market Cap. Distribution

Insight Wealth Partners, LLC has about 14.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.7
MEGA-CAP	9.7
LARGE-CAP	5
SMALL-CAP	1.4

Stocks belong to which Index?

About 15% of the stocks held by Insight Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.1
S&P 500	13.4
RUSSELL 2000	1.6

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	38.0 %
ORCL	oracle corp	28.6 %
ABBV	abbvie inc	24.7 %
EVR	evercore inc	24.2 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	0.8 M
AAPL	apple inc	0.5 M
AVGO	broadcom inc	0.4 M
TSLA	tesla inc	0.3 M
IJR	ishares tr	0.3 M

Top 5 Losers (%)		%
ACN	accenture plc ireland	-17.5 %
UIS	unisys corp	-13.9 %
CL	colgate palmolive co	-12.0 %
TXN	texas instrs inc	-11.5 %
TXRH	texas roadhouse inc	-11.3 %

Top 5 Losers ($)		$
ACN	accenture plc ireland	-0.1 M
TXN	texas instrs inc	-0.1 M
CL	colgate palmolive co	-0.1 M
TXRH	texas roadhouse inc	0.0 M
NOW	servicenow inc	0.0 M

Insight Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Wealth Partners, LLC

Insight Wealth Partners, LLC has 113 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Insight Wealth Partners, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.78	10,092	2,569,760	added	0.71

AAXJ	ishares tr	1.54	62,373	5,064,050	added	18.88

AAXJ	ishares tr	1.21	41,671	3,966,650	added	12.38

AAXJ	ishares tr	1.02	31,580	3,362,980	added	19.23

AAXJ	ishares tr	0.28	8,163	901,930	added	8.09

AAXJ	ishares tr	0.09	9,187	290,493	added	23.48

AAXJ	ishares tr	0.08	5,022	266,317	added	0.18

ABBV	abbvie inc	0.23	3,206	742,317	reduced	-0.16

ABT	abbott labs	0.08	2,057	275,515	added	0.05

ACIO	etf ser solutions	0.33	10,753	1,075,680	reduced	-0.92

ACIO	etf ser solutions	0.15	10,860	480,659	reduced	-3.52

ACIO	etf ser solutions	0.06	6,366	204,285	new

ACN	accenture plc ireland	0.13	1,746	430,564	reduced	-28.73

ACSG	dbx etf tr	0.93	50,926	3,057,060	added	1.07

ACSG	dbx etf tr	0.35	25,001	1,160,550	added	24.14

ACWF	ishares tr	0.25	17,375	811,608	added	37.86

ACWF	ishares tr	0.11	5,229	355,990	reduced	-5.7

ACWF	ishares tr	0.11	8,045	348,349	added	32.95

AEMB	american centy etf tr	0.60	22,017	1,960,200	added	3.22

AEMB	american centy etf tr	0.54	17,799	1,771,530	added	3.47