0001085146-22-004211.txt : 20221201 0001085146-22-004211.hdr.sgml : 20221201 20221201101212 ACCESSION NUMBER: 0001085146-22-004211 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221201 DATE AS OF CHANGE: 20221201 EFFECTIVENESS DATE: 20221201 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: 221437703 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 09-30-2022 09-30-2022 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 11-28-2022 0 59 105985 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1010 3926 SH SOLE 0 0 3926 AMAZON COM INC COM 023135106 294 2604 SH SOLE 0 0 2604 APPLE INC COM 037833100 673 4871 SH SOLE 0 0 4871 ARK ETF TR INNOVATION ETF 00214Q104 581 15398 SH SOLE 0 0 15398 CHEVRON CORP NEW COM 166764100 255 1776 SH SOLE 0 0 1776 CISCO SYS INC COM 17275R102 659 16483 SH SOLE 0 0 16483 COLGATE PALMOLIVE CO COM 194162103 334 4754 SH SOLE 0 0 4754 CONOCOPHILLIPS COM 20825C104 278 2720 SH SOLE 0 0 2720 DBX ETF TR XTRACKERS S&P 233051143 397 12387 SH SOLE 0 0 12387 DIAMONDBACK ENERGY INC COM 25278X109 1141 9471 SH SOLE 0 0 9471 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1021 19052 SH SOLE 0 0 19052 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 224 11664 SH SOLE 0 0 11664 EXXON MOBIL CORP COM 30231G102 917 10506 SH SOLE 0 0 10506 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 3518 79189 SH SOLE 0 0 79189 FORD MTR CO DEL COM 345370860 431 38474 SH SOLE 0 0 38474 HOME BANCSHARES INC COM 436893200 244 10850 SH SOLE 0 0 10850 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 3542 77679 SH SOLE 0 0 77679 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 265 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 902 42578 SH SOLE 0 0 42578 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 629 28637 SH SOLE 0 0 28637 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 937 44914 SH SOLE 0 0 44914 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 586 25691 SH SOLE 0 0 25691 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 941 46150 SH SOLE 0 0 46150 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 579 26763 SH SOLE 0 0 26763 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 320 16068 SH SOLE 0 0 16068 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 203 9352 SH SOLE 0 0 9352 ISHARES GOLD TR ISHARES NEW 464285204 5401 171312 SH SOLE 0 0 171312 ISHARES TR 1 3 YR TREAS BD 464287457 364 4486 SH SOLE 0 0 4486 ISHARES TR CMBS ETF 46429B366 1655 36101 SH SOLE 0 0 36101 ISHARES TR CORE DIV GRWTH 46434V621 301 6759 SH SOLE 0 0 6759 ISHARES TR CORE INTL AGGR 46435G672 242 5011 SH SOLE 0 0 5011 ISHARES TR CORE TOTAL USD 46434V613 5113 114904 SH SOLE 0 0 114904 ISHARES TR FALN ANGLS USD 46435G474 2874 120232 SH SOLE 0 0 120232 ISHARES TR IBOXX HI YD ETF 464288513 2993 41920 SH SOLE 0 0 41920 ISHARES TR IBOXX INV CP ETF 464287242 4485 43774 SH SOLE 0 0 43774 ISHARES TR JPMORGAN USD EMG 464288281 3176 39994 SH SOLE 0 0 39994 ISHARES TR MSCI EAFE ETF 464287465 15 176200 SH Call SOLE 0 0 176200 ISHARES TR MSCI EMG MKT ETF 464287234 0 174500 SH Call SOLE 0 0 174500 ISHARES TR NATIONAL MUN ETF 464288414 2107 20537 SH SOLE 0 0 20537 ISHARES TR SHORT TREAS BD 464288679 245 2228 SH SOLE 0 0 2228 ISHARES TR TIPS BD ETF 464287176 5418 51645 SH SOLE 0 0 51645 ISHARES TR USD INV GRDE ETF 464288620 3449 71772 SH SOLE 0 0 71772 NVIDIA CORPORATION COM 67066G104 203 1669 SH SOLE 0 0 1669 PACCAR INC COM 693718108 422 5040 SH SOLE 0 0 5040 PFIZER INC COM 717081103 207 4720 SH SOLE 0 0 4720 PIMCO ETF TR ACTIVE BD ETF 72201R775 1913 21321 SH SOLE 0 0 21321 PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 74255Y821 380 18546 SH SOLE 0 0 18546 RAYTHEON TECHNOLOGIES CORP COM 75513E101 567 6924 SH SOLE 0 0 6924 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 318 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 406 1137 SH SOLE 0 0 1137 SPDR S&P 500 ETF TR TR UNIT 78462F103 4394 558900 SH Call SOLE 0 0 558900 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2300 179676 SH SOLE 0 0 179676 TEXAS INSTRS INC COM 882508104 1453 9387 SH SOLE 0 0 9387 TEXAS PACIFIC LAND CORPORATI COM 88262P102 14449 8130 SH SOLE 0 0 8130 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17052 232060 SH SOLE 0 0 232060 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 219 3071 SH SOLE 0 0 3071 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1524 20518 SH SOLE 0 0 20518 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 773 78943 SH SOLE 0 0 78943 WP CAREY INC COM 92936U109 686 9832 SH SOLE 0 0 9832