0001085146-21-001962.txt : 20210714 0001085146-21-001962.hdr.sgml : 20210714 20210713204520 ACCESSION NUMBER: 0001085146-21-001962 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210714 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Partners, LLC CENTRAL INDEX KEY: 0001627003 IRS NUMBER: 272626130 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20201 FILM NUMBER: 211089102 BUSINESS ADDRESS: STREET 1: 3333 PREMIER DRIVE, SUITE 800 CITY: PLANO STATE: TX ZIP: 75023 BUSINESS PHONE: 972-543-4800 MAIL ADDRESS: STREET 1: 3333 PREMIER DRIVE, SUITE 800 CITY: PLANO STATE: TX ZIP: 75023 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001627003 XXXXXXXX 06-30-2021 06-30-2021 false Insight Wealth Partners, LLC

3333 PREMIER DRIVE, SUITE 800 PLANO TX 75023

13F HOLDINGS REPORT 028-20201 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 07-12-2021 0 58 187799 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 386 1308 SH SOLE 0 0 1308 AMAZON COM INC COM 023135106 234 68 SH SOLE 0 0 68 APPLE INC COM 037833100 594 4335 SH SOLE 0 0 4335 ARK ETF TR INNOVATION ETF 00214Q104 1984 15167 SH SOLE 0 0 15167 CISCO SYS INC COM 17275R102 1024 19319 SH SOLE 0 0 19319 DBX ETF TR XTRACKERS S&P 233051143 403 10680 SH SOLE 0 0 10680 DIAMONDBACK ENERGY INC COM 25278X109 885 9421 SH SOLE 0 0 9421 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 452 4236 SH SOLE 0 0 4236 ETF SER SOLUTIONS VIDENT CORE US 26922A602 2554 49813 SH SOLE 0 0 49813 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 3507 124755 SH SOLE 0 0 124755 ETF SER SOLUTIONS VIDENTCORE EQ FD 26922A503 2107 47749 SH SOLE 0 0 47749 EXXON MOBIL CORP COM 30231G102 316 5002 SH SOLE 0 0 5002 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 9742 182676 SH SOLE 0 0 182676 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 275 5130 SH SOLE 0 0 5130 GOLDMAN SACHS BDC INC NOTE 4.500% 4/0 38147UAB3 20 20000 PRN SOLE 0 0 20000 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 19500 341737 SH SOLE 0 0 341737 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 202 7415 SH SOLE 0 0 7415 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 341 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 972 46074 SH SOLE 0 0 46074 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 678 29444 SH SOLE 0 0 29444 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1031 47735 SH SOLE 0 0 47735 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 693 29685 SH SOLE 0 0 29685 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1089 50124 SH SOLE 0 0 50124 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 708 27808 SH SOLE 0 0 27808 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1140 51373 SH SOLE 0 0 51373 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 729 28982 SH SOLE 0 0 28982 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 230 10300 SH SOLE 0 0 10300 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 216 8740 SH SOLE 0 0 8740 ISHARES GOLD TR ISHARES NEW 464285204 6600 195801 SH SOLE 0 0 195801 ISHARES TR 3 7 YR TREAS BD 464288661 6805 52134 SH SOLE 0 0 52134 ISHARES TR CMBS ETF 46429B366 1496 27516 SH SOLE 0 0 27516 ISHARES TR CORE DIV GRWTH 46434V621 336 6675 SH SOLE 0 0 6675 ISHARES TR CORE INTL AGGR 46435G672 435 7902 SH SOLE 0 0 7902 ISHARES TR CORE TOTAL USD 46434V613 7487 139973 SH SOLE 0 0 139973 ISHARES TR FALN ANGLS USD 46435G474 4368 145794 SH SOLE 0 0 145794 ISHARES TR IBOXX HI YD ETF 464288513 3893 44221 SH SOLE 0 0 44221 ISHARES TR IBOXX INV CP ETF 464287242 12410 92362 SH SOLE 0 0 92362 ISHARES TR JPMORGAN USD EMG 464288281 4290 38151 SH SOLE 0 0 38151 ISHARES TR MSCI EAFE ETF 464287465 66 838 SH SOLE 0 0 838 ISHARES TR MSCI EAFE ETF 464287465 329 52100 SH Call SOLE 0 0 52100 ISHARES TR MSCI EMG MKT ETF 464287234 311 55200 SH Call SOLE 0 0 55200 ISHARES TR NATIONAL MUN ETF 464288414 7006 59776 SH SOLE 0 0 59776 ISHARES TR TIPS BD ETF 464287176 11975 93550 SH SOLE 0 0 93550 PACCAR INC COM 693718108 450 5040 SH SOLE 0 0 5040 PIMCO ETF TR ACTIVE BD ETF 72201R775 1737 15652 SH SOLE 0 0 15652 QORVO INC COM 74736K101 474 2421 SH SOLE 0 0 2421 RAYTHEON TECHNOLOGIES CORP COM 75513E101 611 7159 SH SOLE 0 0 7159 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 361 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 299 698 SH SOLE 0 0 698 SPDR S&P 500 ETF TR TR UNIT 78462F103 30392 505200 SH Call SOLE 0 0 505200 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1292 92119 SH SOLE 0 0 92119 TEXAS INSTRS INC COM 882508104 1510 7851 SH SOLE 0 0 7851 TEXAS PACIFIC LAND CORPORATI COM 88262P102 13006 8130 SH SOLE 0 0 8130 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 226 2633 SH SOLE 0 0 2633 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4987 90176 SH SOLE 0 0 90176 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11709 141568 SH SOLE 0 0 141568 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 179 12142 SH SOLE 0 0 12142 WP CAREY INC COM 92936U109 747 10014 SH SOLE 0 0 10014