Insight Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Plano, TX
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
115
Total value ($000)
$328,330
Net value change ($000)
+70,657 (27.4%)
New positions
11
Sold out positions
4
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 23,472 NEW
LQD 1,851 15.8%
FBND 1,659 18.8%
SPXL 1,428 7.1%
UITB 1,146 23.5%
GTO 1,096 22.7%
TIP 923 18.0%
IAU 914 16.4%
NVDA 875 19.5%
HYG 833 19.7%
Top Reduces (Value $000, Stocks/ETFs)
JPST -2,486 -15.8%
JAJL -342 -100.0%
KBDC -329 -100.0%
ACN -301 -41.1%
TPL -220 -100.0%
IBM -203 -100.0%
TXN -119 -11.6%
LLY -78 -25.8%
CL -51 -11.8%
BND -45 -15.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 102,053 (31.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type