0001085146-22-002354.txt : 20220713 0001085146-22-002354.hdr.sgml : 20220713 20220713131533 ACCESSION NUMBER: 0001085146-22-002354 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080727 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 06-30-2022 06-30-2022 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 07-12-2022 0 59 133047 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1090 3926 SH SOLE 0 0 3926 AMAZON COM INC COM 023135106 278 2614 SH SOLE 0 0 2614 APPLE INC COM 037833100 667 4876 SH SOLE 0 0 4876 ARK ETF TR INNOVATION ETF 00214Q104 627 15712 SH SOLE 0 0 15712 BP PLC SPONSORED ADR 055622104 207 7284 SH SOLE 0 0 7284 CHEVRON CORP NEW COM 166764100 456 3151 SH SOLE 0 0 3151 CISCO SYS INC COM 17275R102 703 16483 SH SOLE 0 0 16483 COLGATE PALMOLIVE CO COM 194162103 381 4754 SH SOLE 0 0 4754 CONOCOPHILLIPS COM 20825C104 288 3210 SH SOLE 0 0 3210 DBX ETF TR XTRACKERS S&P 233051143 423 12387 SH SOLE 0 0 12387 DIAMONDBACK ENERGY INC COM 25278X109 1147 9471 SH SOLE 0 0 9471 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1083 16518 SH SOLE 0 0 16518 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 249 11184 SH SOLE 0 0 11184 EXXON MOBIL CORP COM 30231G102 959 11203 SH SOLE 0 0 11203 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5900 126804 SH SOLE 0 0 126804 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 209 4517 SH SOLE 0 0 4517 FORD MTR CO DEL COM 345370860 426 38274 SH SOLE 0 0 38274 HOME BANCSHARES INC COM 436893200 225 10850 SH SOLE 0 0 10850 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 3413 70890 SH SOLE 0 0 70890 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 275 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 631 28637 SH SOLE 0 0 28637 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 941 44914 SH SOLE 0 0 44914 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 589 25691 SH SOLE 0 0 25691 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 957 46150 SH SOLE 0 0 46150 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 583 26763 SH SOLE 0 0 26763 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 328 16068 SH SOLE 0 0 16068 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 205 9352 SH SOLE 0 0 9352 ISHARES GOLD TR ISHARES NEW 464285204 6252 182223 SH SOLE 0 0 182223 ISHARES TR CMBS ETF 46429B366 1526 31719 SH SOLE 0 0 31719 ISHARES TR CORE DIV GRWTH 46434V621 322 6759 SH SOLE 0 0 6759 ISHARES TR CORE INTL AGGR 46435G672 250 5017 SH SOLE 0 0 5017 ISHARES TR CORE TOTAL USD 46434V613 5142 109828 SH SOLE 0 0 109828 ISHARES TR FALN ANGLS USD 46435G474 3715 150895 SH SOLE 0 0 150895 ISHARES TR IBOXX HI YD ETF 464288513 3660 49720 SH SOLE 0 0 49720 ISHARES TR IBOXX INV CP ETF 464287242 24223 220148 SH SOLE 0 0 220148 ISHARES TR JPMORGAN USD EMG 464288281 4593 53832 SH SOLE 0 0 53832 ISHARES TR MSCI EAFE ETF 464287465 26 176200 SH Call SOLE 0 0 176200 ISHARES TR MSCI EMG MKT ETF 464287234 19 174500 SH Call SOLE 0 0 174500 ISHARES TR NATIONAL MUN ETF 464288414 1829 17194 SH SOLE 0 0 17194 ISHARES TR TIPS BD ETF 464287176 5580 48987 SH SOLE 0 0 48987 ISHARES TR USD INV GRDE ETF 464288620 3737 73319 SH SOLE 0 0 73319 NVIDIA CORPORATION COM 67066G104 255 1682 SH SOLE 0 0 1682 PACCAR INC COM 693718108 415 5040 SH SOLE 0 0 5040 PFIZER INC COM 717081103 247 4720 SH SOLE 0 0 4720 PIMCO ETF TR ACTIVE BD ETF 72201R775 1788 18775 SH SOLE 0 0 18775 PRINCIPAL EXCHANGE-TRADED FD PRNC INVT GRAD 74255Y821 1079 49325 SH SOLE 0 0 49325 RAYTHEON TECHNOLOGIES CORP COM 75513E101 665 6924 SH SOLE 0 0 6924 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 342 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 432 1146 SH SOLE 0 0 1146 SPDR S&P 500 ETF TR TR UNIT 78462F103 5891 941600 SH Call SOLE 0 0 941600 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2275 160441 SH SOLE 0 0 160441 TEXAS INSTRS INC COM 882508104 1473 9587 SH SOLE 0 0 9587 TEXAS PACIFIC LAND CORPORATI COM 88262P102 12098 8130 SH SOLE 0 0 8130 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17732 228362 SH SOLE 0 0 228362 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 230 3062 SH SOLE 0 0 3062 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1403 18393 SH SOLE 0 0 18393 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 891 84244 SH SOLE 0 0 84244 WP CAREY INC COM 92936U109 815 9832 SH SOLE 0 0 9832