0001085146-23-000493.txt : 20230201 0001085146-23-000493.hdr.sgml : 20230201 20230131204235 ACCESSION NUMBER: 0001085146-23-000493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230201 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230201 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: 23574465 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 X0202 13F-HR LIVE false false false 0001627003 XXXXXXXX 12-31-2022 12-31-2022 false Insight Wealth Partners, LLC

3333 PREMIER DRIVE, SUITE 800 PLANO TX 75023

13F HOLDINGS REPORT 028-20201 000153635 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 01-31-2023 0 59 133711555 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 1047614 3926 SH SOLE 0 0 3926 AMAZON COM INC COM 023135106 BBG001S5PQL7 210336 2504 SH SOLE 0 0 2504 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 227256 3050 SH SOLE 0 0 3050 APPLE INC COM 037833100 BBG001S5N8V8 662253 5097 SH SOLE 0 0 5097 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 210733 6033 SH SOLE 0 0 6033 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 318774 1776 SH SOLE 0 0 1776 CISCO SYS INC COM 17275R102 BBG001S6HC62 785250 16483 SH SOLE 0 0 16483 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 374568 4754 SH SOLE 0 0 4754 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 321432 2724 SH SOLE 0 0 2724 DBX ETF TR XTRACKERS S&P 233051143 BBG00PK99PR8 493759 14287 SH SOLE 0 0 14287 DEERE & CO COM 244199105 BBG001S5QFF7 200660 468 SH SOLE 0 0 468 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 1295854 9474 SH SOLE 0 0 9474 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 BBG001T3NV87 1219885 19641 SH SOLE 0 0 19641 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 BBG005HJNZF9 252059 11664 SH SOLE 0 0 11664 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 835671 7576 SH SOLE 0 0 7576 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 5491853 121987 SH SOLE 0 0 121987 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 446323 38377 SH SOLE 0 0 38377 HOME BANCSHARES INC COM 436893200 BBG001SN0R60 247272 10850 SH SOLE 0 0 10850 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 BBG00KJR1JM8 4476370 96328 SH SOLE 0 0 96328 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 942296 44914 SH SOLE 0 0 44914 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 BBG00KJR0Z89 598857 25691 SH SOLE 0 0 25691 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 926992 45252 SH SOLE 0 0 45252 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 BBG00KJR2H78 591998 26763 SH SOLE 0 0 26763 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 305705 15179 SH SOLE 0 0 15179 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 BBG00KXH4WB4 206773 9352 SH SOLE 0 0 9352 INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 BBG00X3HX973 4224471 194906 SH SOLE 0 0 194906 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 BBG00LNJYDS0 10868126 482706 SH SOLE 0 0 482706 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 5928103 171382 SH SOLE 0 0 171382 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 308095 3796 SH SOLE 0 0 3796 ISHARES TR CMBS ETF 46429B366 BBG002NCLTH8 2053268 44724 SH SOLE 0 0 44724 ISHARES TR CONSER ALLOC ETF 464289883 BBG001T3YTX2 217457 6470 SH SOLE 0 0 6470 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 337950 6759 SH SOLE 0 0 6759 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 238083 5007 SH SOLE 0 0 5007 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 246621 5489 SH SOLE 0 0 5489 ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 2837768 115310 SH SOLE 0 0 115310 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2905739 39464 SH SOLE 0 0 39464 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 7200076 68292 SH SOLE 0 0 68292 ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 3620358 42799 SH SOLE 0 0 42799 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 3864 33500 SH Call SOLE 0 0 33500 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1119 92800 SH Call SOLE 0 0 92800 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 2463470 23346 SH SOLE 0 0 23346 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 327801 10737 SH SOLE 0 0 10737 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 5548789 52131 SH SOLE 0 0 52131 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 243031 1663 SH SOLE 0 0 1663 PACCAR INC COM 693718108 BBG001S5V1S8 498809 5040 SH SOLE 0 0 5040 PFIZER INC COM 717081103 BBG001S5V466 241853 4720 SH SOLE 0 0 4720 PIMCO ETF TR ACTIVE BD ETF 72201R775 BBG002N12C17 2203852 24357 SH SOLE 0 0 24357 PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 74255Y821 BBG00KN7G4Q0 681330 33366 SH SOLE 0 0 33366 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 698770 6924 SH SOLE 0 0 6924 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 361081 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 382430 1000 SH SOLE 0 0 1000 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 26613108 768700 SH Call SOLE 0 0 768700 SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 2533432 179676 SH SOLE 0 0 179676 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1427005 8637 SH SOLE 0 0 8637 TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 19058590 8130 SH SOLE 0 0 8130 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 3963043 53324 SH SOLE 0 0 53324 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1211806 16117 SH SOLE 0 0 16117 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 BBG001SB94R5 803343 75502 SH SOLE 0 0 75502 WP CAREY INC COM 92936U109 BBG001S67MM3 768371 9832 SH SOLE 0 0 9832