Insight Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Plano, TX
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$729,680
Net value change ($000)
+401,350 (122.2%)
New positions
12
Sold out positions
12
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IEF 3,379 NEW
LQD 1,308 9.6%
IAU 957 14.7%
SPY 939 101.5%
SPUU 918 NEW
RKLB 834 NEW
GOOGL 821 281.2%
BROS 714 NEW
TOPT 668 181.5%
CVNA 611 201.7%
Top Reduces (Value $000, Stocks/ETFs)
HD -806 -100.0%
NDAQ -619 -100.0%
BSCQ -570 -62.0%
ACN -431 -100.0%
VCIT -361 -1.5%
NOW -339 -100.0%
BALT -325 -40.2%
TXRH -308 -100.0%
BSCR -300 -34.0%
ZAUG -293 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 489,346 (67.1% 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