Insight Wealth Partners LLC's Q2 2025 13F: 6 new positions, 4 exits
Form 13F-HR for the quarter ended Jun 30, 2025 · filed Jul 31, 2025 · 107 reported positions · accession 0001172661-25-002834
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | DIREXION SHS ETF TR (SPXL) | 2.2% | 11.1% | +8.9 pts | +89,717 sh | +346% |
| Reduced | INVESCO EXCH TRD SLF IDX FD (BSJQ) | 8.0% | 0.3% | −7.7 pts | −547K sh | −96% |
| Increased | J P MORGAN EXCHANGE TRADED F (JPST) | 5.1% | 8.7% | +3.6 pts | +142K sh | +84% |
| Reduced | ISHARES GOLD TR (IAU) | 5.7% | 3.1% | −2.6 pts | −70,430 sh | −44% |
| Reduced | ISHARES TR (LQD) | 7.9% | 6.5% | −1.4 pts | −14,642 sh | −12% |
| Increased | USCF ETF TR (UMI) | 0.4% | 1.2% | +0.8 pts | +28,532 sh | +212% |
| Reduced | TEXAS INSTRS INC (TXN) | 1.0% | 0.6% | −0.4 pts | −4,471 sh | −48% |
| Exited | INVESCO EXCH TRD SLF IDX FD (BSJP) | 0.5% | — | −0.5 pts | −34,896 sh | −100% |
| Exited | INVESCO EXCH TRD SLF IDX FD (BSCP) | 0.4% | — | −0.4 pts | −34,612 sh | −100% |
| Reduced | INVESCO EXCH TRD SLF IDX FD (BSMU) | 1.7% | 1.3% | −0.5 pts | −27,187 sh | −21% |
| Exited | INNOVATOR ETFS TRUST (EALT) | 0.3% | — | −0.3 pts | −15,381 sh | −100% |
| Increased | VICTORY PORTFOLIOS II (UITB) | 2.7% | 2.7% | 0.0 pts | +7,529 sh | +8% |
| Increased | J P MORGAN EXCHANGE TRADED F (JBND) | 2.8% | 2.8% | 0.0 pts | +6,500 sh | +7% |
| Increased | FIDELITY MERRIMACK STR TR (FBND) | 5.1% | 4.9% | −0.2 pts | +5,588 sh | +3% |
| Reduced | SPROTT PHYSICAL GOLD TR (PHYS) | 1.2% | 1.0% | −0.2 pts | −9,964 sh | −12% |
| Exited | BP PLC (BP) | 0.1% | — | −0.1 pts | −6,643 sh | −100% |
| New | COCA COLA CO (KO) | — | 0.1% | +0.1 pts | +3,380 sh | new |
| Increased | PRINCIPAL EXCHANGE TRADED FD (IG) | 2.2% | 2.1% | 0.0 pts | +11,007 sh | +6% |
| Increased | INNOVATOR ETFS TRUST (BALT) | 0.2% | 0.3% | +0.1 pts | +6,835 sh | +55% |
| New | ORACLE CORP (ORCL) | — | 0.1% | +0.1 pts | +986 sh | new |
| New | BERKSHIRE HATHAWAY INC DEL (BRK-B) | — | 0.1% | +0.1 pts | +437 sh | new |
| New | ALPHABET INC (GOOGL) | — | 0.1% | +0.1 pts | +1,201 sh | new |
| New | ENTERPRISE PRODS PARTNERS L (EPD) | — | 0.1% | +0.1 pts | +6,564 sh | new |
| New | INTERNATIONAL BUSINESS MACHS (IBM) | — | 0.1% | +0.1 pts | +690 sh | new |
| Increased | EA SERIES TRUST (TBG) | 0.3% | 0.3% | +0.1 pts | +6,029 sh | +45% |
| Increased | SPDR GOLD TR (GLD) | 0.7% | 0.8% | +0.1 pts | +609 sh | +15% |
| Increased | ISHARES TR (HYG) | 2.4% | 2.3% | 0.0 pts | +2,256 sh | +4% |
| Increased | VERTIV HOLDINGS CO (VRT) | 0.1% | 0.3% | +0.2 pts | +1,180 sh | +38% |
| Increased | ISHARES TR (FALN) | 2.1% | 2.0% | −0.1 pts | +5,555 sh | +4% |
| Increased | SCHWAB STRATEGIC TR (SCHD) | 0.5% | 0.5% | 0.0 pts | +5,406 sh | +18% |
| Increased | ISHARES TR (AGG) | 0.2% | 0.2% | +0.1 pts | +1,347 sh | +47% |
| Reduced | VANGUARD BD INDEX FDS (BND) | 0.3% | 0.2% | −0.1 pts | −1,714 sh | −30% |
| Increased | SPDR S&P 500 ETF TR (SPY) | 0.4% | 0.5% | +0.1 pts | +199 sh | +18% |
| Increased | DBX ETF TR (SNPE) | 1.5% | 1.5% | +0.1 pts | +2,042 sh | +4% |
| Increased | MICROSOFT CORP (MSFT) | 0.5% | 0.7% | +0.2 pts | +214 sh | +10% |
| Increased | DBX ETF TR (DBEF) | 0.5% | 0.5% | 0.0 pts | +2,376 sh | +13% |
| Increased | JPMORGAN CHASE & CO. (JPM) | 0.3% | 0.4% | +0.1 pts | +348 sh | +17% |
| Increased | BROADCOM INC (AVGO) | 0.7% | 1.1% | +0.4 pts | +332 sh | +5% |
| Increased | PALANTIR TECHNOLOGIES INC (PLTR) | 0.1% | 0.2% | +0.1 pts | +643 sh | +25% |
| Increased | FIRST TR EXCHANGE TRADED FD (AIRR) | 0.5% | 0.6% | +0.1 pts | +1,054 sh | +8% |
| Increased | INVESCO ACTIVELY MANAGED EXC (GTO) | 2.9% | 2.7% | −0.2 pts | +1,582 sh | +2% |
| Increased | ISHARES TR (CMBS) | 1.5% | 1.4% | −0.1 pts | +1,500 sh | +3% |
| Increased | ISHARES TR (SOXX) | 0.9% | 1.1% | +0.2 pts | +296 sh | +4% |
| Reduced | RTX CORPORATION (RTX) | 0.5% | 0.5% | 0.0 pts | −483 sh | −8% |
| Increased | ISHARES TR (IFRA) | 0.3% | 0.3% | 0.0 pts | +1,406 sh | +13% |
| Increased | SERVICENOW INC (NOW) | 0.1% | 0.2% | +0.1 pts | +62 sh | +21% |
| Reduced | CHEVRON CORP NEW (CVX) | 0.3% | 0.2% | −0.1 pts | −445 sh | −14% |
| Increased | AMAZON COM INC (AMZN) | 1.2% | 1.3% | +0.1 pts | +267 sh | +3% |
| Increased | AMERICAN CENTY ETF TR (AVIV) | 0.4% | 0.4% | 0.0 pts | +910 sh | +8% |
| Increased | TESLA INC (TSLA) | 0.3% | 0.4% | +0.1 pts | +178 sh | +9% |
The 50 largest of 96 changes, by size of the trade. Full holdings for this quarter.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 47.9% of the equity book
Changes in the top 10 this quarter: SPXL entered · NVDA entered · BSJQ left · HYG left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | DIREXION SHS ETF TR (SPXL) | 2.2% | 11.1% | Entered the top 10 |
| 2 | J P MORGAN EXCHANGE TRADED F (JPST) | 5.1% | 8.7% | |
| 3 | ISHARES TR (LQD) | 7.9% | 6.5% | |
| 4 | FIDELITY MERRIMACK STR TR (FBND) | 5.1% | 4.9% | |
| 5 | ISHARES GOLD TR (IAU) | 5.7% | 3.1% | |
| 6 | ISHARES TR (TIP) | 3.1% | 2.8% | |
| 7 | J P MORGAN EXCHANGE TRADED F (JBND) | 2.8% | 2.8% | |
| 8 | VICTORY PORTFOLIOS II (UITB) | 2.7% | 2.7% | |
| 9 | INVESCO ACTIVELY MANAGED EXC (GTO) | 2.9% | 2.7% | |
| 10 | NVIDIA CORPORATION (NVDA) | 1.8% | 2.5% | Entered the top 10 |
| — | INVESCO EXCH TRD SLF IDX FD (BSJQ) | 8.0% | 0.3% | Left the top 10 |
| — | ISHARES TR (HYG) | 2.4% | 2.3% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).
Option positions (puts and calls)
Reported separately from the positions above. The value a 13F reports for an option is that of the underlying shares, not the option itself.
| Activity | Security | Type | Shares before | Shares now | Reported value |
|---|---|---|---|---|---|
| Reduced | SPDR S&P 500 ETF TR (SPY) | Call | 765K | 743K | $77.4M |
| Exited | ISHARES TR (EEM) | Call | 84,400 | 0 | $0 |
| Exited | ISHARES TR (EFA) | Call | 35,100 | 0 | $0 |