Insight Wealth Partners, LLC
Annual return '25
+19.4%
SPY '25
+17.7%
Alpha
+1.7ptsvs SPY
Invested
$713M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 1.43M shares)
65.5%
02
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 279.1k shares)
3.2%
03
$SPXL
DIREXION SHARES ETF TRUST
Q4 2025: Exited (was 101.4k shares)
2.6%
04
$LQD
ISHARES TR
Q4 2025: Exited (was 121.8k shares)
2.1%
05
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 261.0k shares)
2.0%
06
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 226.8k shares)
1.6%
07
$IEF
ISHARES TR
Held since at least Q1 2024
1.0%
08
$TIP
ISHARES TR
Q4 2025: Exited (was 54.4k shares)
0.9%
09
$GTO
INVESCO ACTIVELY MANAGED EXC
Q4 2025: Exited (was 124.6k shares)
0.9%
10
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 115.0k shares)
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:52 UTC.